ALLEN INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALLEN INSTITUTE (EIN 91-2155317)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-06
- IRS object ID
- 202303109349303165
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-06T15:19:11-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH ST STE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912155317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLE | BusinessNameControlTxt |
| Phone | 2065487000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 WESTLAKE AVENUE NORTH | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARJORIE THOMAS | PersonNm |
| Person Title | VICE PRESIDENT & TREASURER | PersonTitleTxt |
| Phone | 2065487000 | PhoneNum |
| Signature | 2023-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARJORIE | PersonFirstNm |
| Person Last | THOMAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN R RYAN | PreparerPersonNm |
| PTIN | P00737884 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2023-11-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RUI COSTA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 WESTLAKE AVENUE NORTH | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $219,617,547 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALLENINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE ALLEN INSTITUTE IS TO UNLOCK THE COMPLEXITIES (SEE SCHEDULE O) OF BIOSCIENCE AND ADVANCE OUR KNOWLEDGE TO IMPROVE HUMAN HEALTH. USING AN OPEN SCIENCE, MULTI-SCALE, TEAM-ORIENTED APPROACH. THE ALLEN INSTITUTE FOCUSES ON ACCELERATING FOUNDATIONAL RESEARCH, DEVELOPING STANDARDS AND MODELS, AND CULTIVATING NEW IDEAS TO MAKE A BROAD, TRANSFORMATIONAL IMPACT ON SCIENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 791 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $182,462,148 | PYContributionsGrantsAmt |
| CY Contributions Grants | $181,135,051 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $499,270 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $543,057 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,806,704 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,906,826 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,611,040 | PYOtherRevenueAmt |
| CY Other Revenue | $660,287 | CYOtherRevenueAmt |
| PY Total Revenue | $188,379,162 | PYTotalRevenueAmt |
| CY Total Revenue | $184,245,221 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,053,348 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,327,107 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $75,268,155 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $93,334,982 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $68,978,841 | PYOtherExpensesAmt |
| CY Other Expenses | $75,336,559 | CYOtherExpensesAmt |
| PY Total Expenses | $153,300,344 | PYTotalExpensesAmt |
| CY Total Expenses | $176,998,648 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $35,078,818 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,246,573 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $190,069,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $317,650,465 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,966,385 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $138,290,999 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $174,103,081 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $179,359,466 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ALLEN INSTITUTE IS TO UNLOCK THE COMPLEXITIES OF BIOSCIENCE AND ADVANCE OUR KNOWLEDGE TO IMPROVE HUMAN HEALTH. USING AN OPEN SCIENCE, MULTI-SCALE, TEAM-ORIENTED APPROACH. THE ALLEN INSTITUTE FOCUSES ON ACCELERATING FOUNDATIONAL RESEARCH, (SEE SCHEDULE O) DEVELOPING STANDARDS AND MODELS, AND CULTIVATING NEW IDEAS TO MAKE A BROAD, TRANSFORMATIONAL IMPACT ON SCIENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $142,775,707 | ExpenseAmt |
| Grant | $8,327,107 | GrantAmt |
| Revenue | $543,057 | RevenueAmt |
| Desc | THE ALLEN INSTITUTE IS DEDICATED TO ANSWERING SOME OF THE BIGGEST QUESTIONS IN BIOSCIENCE AND ACCELERATING RESEARCH WORLDWIDE. THE INSTITUTE IS A RECOGNIZED LEADER IN LARGE-SCALE RESEARCH WITH A COMMITMENT TO AN OPEN SCIENCE MODEL. THROUGH PUBLICLY AVAILABLE KNOWLEDGE, DATA, MODELS, TOOLS, AND REAGENTS, THE INSTITUTE CATALYZES SCIENTIFIC DISCOVERY AND NURTURES MEDICAL BREAKTHROUGHS. | Desc |
| Total Program Service Expenses | $142,775,707 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 227 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 791 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | 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 | 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 | 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 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARJORIE THOMAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2065487000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 WESTLAKE AVENUE NORTH | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALLEN JO LYNN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ISRAEL ALLEN D | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HALL STEPHEN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BROWN NATHANIEL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL THOMAS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STRYKER MICHAEL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $1,000 | $0 | $0 | |||
| ANDERSON MARGARET | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAMPBELL PHYLLIS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LOCKE GARY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARO ALTO | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DEWBERRY CARLA | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JONES ALLAN | ||||||||
| DIRECTOR, PRESIDENT | 40.00 | Yes (X) | $450,464 | $0 | $11,037 | Yes (X) | ||
| COSTA RUI | ||||||||
| PRESIDENT, CEO | 40.00 | $595,785 | $0 | $34,910 | Yes (X) | |||
| THOMAS MARJORIE | ||||||||
| VP, TREASURER, CFO | 40.00 | $715,513 | $0 | $21,108 | Yes (X) | |||
| MCCLELLAN MARGARET | ||||||||
| VICE PRESIDENT, SECRETARY | 40.00 | $461,767 | $0 | $30,204 | Yes (X) | |||
| BEAUDOIN CHRISTOPHER | ||||||||
| VICE PRESIDENT, COO | 40.00 | $49,038 | $0 | $4,482 | Yes (X) | |||
| ZENG HONGKUI | ||||||||
| EXECUTIVE VP, DIR. BRAIN SCIENCE | 40.00 | $539,972 | $0 | $26,649 | Yes (X) | |||
| KOCH CHRISTOF | ||||||||
| CHIEF SCIENTIST | 40.00 | $479,544 | $0 | $19,771 | Yes (X) | |||
| REID ROBERT C | ||||||||
| SENIOR INVESTIGATOR | 40.00 | $423,033 | $0 | $33,584 | Yes (X) | |||
| RICHMOND KATHRYN | ||||||||
| EXECUTIVE VP, DIR. FRONTIERS | 40.00 | $451,573 | $0 | $24,677 | Yes (X) | |||
| SVOBODA KAREL | ||||||||
| EXECUTIVE VP, DIR. NEURAL DYNAMICS | 40.00 | $617,256 | $0 | $28,389 | Yes (X) | |||
| BUMOL THOMAS | ||||||||
| EXECUTIVE VP, DIR. IMMUNOLOGY | 40.00 | $421,018 | $0 | $20,749 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,205,963 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $255,560 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 320 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SEQMATIC LLC | |||||
| 44846 OSGOOD ROAD | FREMONT | CA | 94539 | NEXT GENERATION SEQUENCING SERVICES | $1,640,037 |
| GENERAL DATATECH LP | |||||
| 990 METRO MEDIA PL | DALLAS | TX | 75247 | CLOUD AND DATA CENTER SOLUTION SERVICES | $1,217,479 |
| VACO LLC | |||||
| 5501 VIRGINIA WAY | BRENTWOOD | TN | 37027 | STAFF AGENCY FOR TECH/ENG. CONTRACTORS | $555,282 |
| MESCO SCALE DIAGNOSTICS | |||||
| 1601 RESEARCH BOULEVARD | ROCKVILLE | MD | 20850 | DEVELOP AND MANUFACTURE INSTRUMENTS | $383,205 |
| ARCLIGHT CONSULTING LLC | |||||
| 345 WEST CUMMINGS PARK | WOBURN | MA | 01803 | CONSULTING SERVICES FOR ORACLE | $377,491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $54,379,579 | GovernmentGrantsAmt |
| All Other Contributions | $126,755,472 | AllOtherContributionsAmt |
| Noncash Contributions | $241,995 | NoncashContributionsAmt |
| Total Contributions | $181,135,051 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE INCOME | 611600 | $389,473 | $389,473 |
| MATERIAL TRANSFER | 541700 | $153,584 | $153,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $543,057 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,548,152 | TotalRevenueColumnAmt |
| Exclusion | $2,548,152 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $481,622 | TotalRevenueColumnAmt |
| Exclusion | $481,622 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,626,000 | SecuritiesAmt |
| Other | $105,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,336,355 | SecuritiesAmt |
| Other | $35,971 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$710,355 | SecuritiesAmt |
| Other | $69,029 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$641,326 | TotalRevenueColumnAmt |
| Exclusion | -$641,326 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $176,986 | TotalRevenueColumnAmt |
| Exclusion | $176,986 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,679 | TotalRevenueColumnAmt |
| Exclusion | $1,679 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $178,665 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,245,221 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $543,057 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,567,113 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,051,708 | TotalAmt |
| Program Services | $7,051,708 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,275,399 | TotalAmt |
| Program Services | $1,275,399 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,374,307 | TotalAmt |
| Management And General | $2,374,307 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,481,872 | TotalAmt |
| Program Services | $59,787,861 | ProgramServicesAmt |
| Management And General | $13,694,011 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,078,247 | TotalAmt |
| Program Services | $3,215,110 | ProgramServicesAmt |
| Management And General | $863,137 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,888,096 | TotalAmt |
| Program Services | $6,218,412 | ProgramServicesAmt |
| Management And General | $1,669,684 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,512,460 | TotalAmt |
| Program Services | $4,350,612 | ProgramServicesAmt |
| Management And General | $1,161,848 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,058 | TotalAmt |
| Program Services | $163,647 | ProgramServicesAmt |
| Management And General | $415,411 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,118 | TotalAmt |
| Management And General | $203,118 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,000 | TotalAmt |
| Management And General | $180,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,795,085 | TotalAmt |
| Program Services | $15,191,777 | ProgramServicesAmt |
| Management And General | $4,603,308 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,158 | TotalAmt |
| Program Services | $118,027 | ProgramServicesAmt |
| Management And General | $14,131 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,868,223 | TotalAmt |
| Program Services | $4,407,381 | ProgramServicesAmt |
| Management And General | $3,460,842 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,293 | TotalAmt |
| Management And General | $145,293 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,432,429 | TotalAmt |
| Program Services | $16,356,887 | ProgramServicesAmt |
| Management And General | $3,075,542 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,276,794 | TotalAmt |
| Program Services | $755,020 | ProgramServicesAmt |
| Management And General | $521,774 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824,865 | TotalAmt |
| Program Services | $644,291 | ProgramServicesAmt |
| Management And General | $180,574 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,463 | TotalAmt |
| Management And General | $3,463 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,450,086 | TotalAmt |
| Program Services | $9,324,240 | ProgramServicesAmt |
| Management And General | $1,125,846 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LABORATORY SUPPLIES | $13,425,857 | $13,425,857 | |
| RECRUITING | $221,006 | $132,533 | $88,473 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $799,124 | TotalAmt |
| Program Services | $356,945 | ProgramServicesAmt |
| Management And General | $442,179 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,998,648 | TotalAmt |
| Program Services | $142,775,707 | ProgramServicesAmt |
| Management And General | $34,222,941 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,226,896 | BOYAmt |
| EOY | $8,771,793 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,881,984 | BOYAmt |
| EOY | $53,722,101 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,335,791 | BOYAmt |
| EOY | $12,365,029 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,752,065 | BOYAmt |
| EOY | $2,211,584 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $570,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,587 | BOYAmt |
| EOY | $405,139 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,991,143 | BOYAmt |
| EOY | $4,683,455 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $144,993,989 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $81,156,224 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,421,929 | BOYAmt |
| EOY | $63,837,765 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,075,071 | BOYAmt |
| EOY | $50,037,568 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $121,046,031 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,069,466 | BOYAmt |
| EOY | $317,650,465 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,637,248 | BOYAmt |
| EOY | $16,795,886 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,142 | BOYAmt |
| EOY | $442,669 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,995 | BOYAmt |
| EOY | $121,052,444 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,966,385 | BOYAmt |
| EOY | $138,290,999 | 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 | $173,100,420 | BOYAmt |
| EOY | $175,975,451 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002,661 | BOYAmt |
| EOY | $3,384,015 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,103,081 | BOYAmt |
| EOY | $179,359,466 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,069,466 | BOYAmt |
| EOY | $317,650,465 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,246,573 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,990,188 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $180,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $180,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $176,818,648 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $176,998,648 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $160,635 | CurrentYearMinus3Amt |
| Current Year Minus2 | $180,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $180,000 | CurrentYearMinus1Amt |
| Current Year | $180,000 | CurrentYearAmt |
| Total | $700,635 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,997,644 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,352,106 | DepreciationAmt |
| Book Value | $43,645,538 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,348,464 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,804,118 | DepreciationAmt |
| Book Value | $16,544,346 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,647,881 | OtherCostOrOtherBasisAmt |
| Book Value | $3,647,881 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $63,837,765 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROU LEASE ASSETS | Desc |
| Book Value | $121,046,031 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $121,046,031 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LONG TERM LEASE PAYMENTS | Desc |
| Amt | $121,052,444 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $121,052,444 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $182,256,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,990,188 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,990,188 | RevenueNotReportedAmt |
| Revenue Subtotal | $184,246,188 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$967 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$967 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $184,245,221 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $177,001,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $177,001,000 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$2,352 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$2,352 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $176,998,648 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AUDITED FINANCIAL STMT. ROUNDING ADJUSTMENT -967. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AUDITED FINANCIAL STMT. ROUNDING ADJUSTMENT -2,352. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 21 | PROGRAM SERVICES | RESEARCH | $353,642 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 79 | PROGRAM SERVICES | RESEARCH | $2,531,016 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 6 | PROGRAM SERVICES | RESEARCH | $8,404 |
| RUSSIA AND NEIGHBORING STATES | 0 | 1 | PROGRAM SERVICES | RESEARCH | $3,965 |
| NORTH AMERICA | 0 | 22 | PROGRAM SERVICES | RESEARCH | $150,482 |
| SOUTH AMERICA | 0 | 2 | PROGRAM SERVICES | RESEARCH | $1,750 |
| SOUTH ASIA | 0 | 3 | PROGRAM SERVICES | RESEARCH | $23,108 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | SEND AGENTS TO SEMINAR | $127,048 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | SEND AGENTS TO SEMINAR | $2,530 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | SEND AGENTS TO SEMINAR | $1,327 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | SEND AGENTS TO SEMINAR | $11,945 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | N/A | $988,110 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | N/A | $50,561 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | N/A | $236,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 134 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 134 | TotalEmployeeCnt |
| Subtotal Spent | $3,199,415 | SubtotalSpentAmt |
| Continuation Spent | $1,291,201 | ContinuationSpentAmt |
| Total Spent | $4,490,616 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| MIDDLE EAST AND NORTH AFRICA | RESEARCH | $50,561 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | RESEARCH | $236,728 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | RESEARCH | $567,339 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | RESEARCH | $105,685 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | RESEARCH | $160,176 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | RESEARCH | $150,097 | WIRE | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE ALLEN INSTITUTE ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATES TO ITS OFFICE OF SPONSORED RESEARCH. THIS OFFICE MONITORS ALL GRANT MAKING ACTIVITY INCLUDING ALL APPLICABLE COMPLIANCE REGULATIONS. MONITORING INCLUDES PERIODIC REVIEWS OF BUDGET TO ACTUAL REPORTS BY BOTH THE OFFICE OF SPONSORED RESEARCH AND THE PRINCIPAL INVESTIGATOR TO ENSURE FUNDS ARE USED ACCORDING TO THE AGREEMENT. |
| PART I, LINE 3: | EXPENSES ARE ACCOUNTED FOR ON AN ACCRUAL BASIS. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BAYLOR COLLEGE OF MEDICINE | |||||||||
| ONE BAYLOR PLAZA ROOM-BCM280 | HOUSTON | TX | 77030 | 741613878 | 501(C)(3) | $512,599 | $0 | MEDICAL RESEARCH | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||||
| MC 114-96 1200 E CALIFORNIA BLVD | PASEDENA | CA | 91125 | 951643307 | 501(C)(3) | $529,745 | $0 | MEDICAL RESEARCH | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||
| CASHIERS OFFICE NE46-3160 77 | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)(3) | $485,396 | $0 | MEDICAL RESEARCH | MASSACHUSETTS AVE |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||||
| PO BOX 415649 | BOSTON | MA | 02241 | 042103580 | 501(C)(3) | $336,825 | $0 | MEDICAL RESEARCH | |
| THE BROAD INSTITUTE INC | |||||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | 263428781 | 501(C)(3) | $296,532 | $0 | MEDICAL RESEARCH | |
| LAWRENCE BERKELEY NATIONAL LABORATORY | |||||||||
| 1 CYCLOTRON ROAD MS 971 | BERKELEY | CA | 94720 | 942951741 | 501(C)(3) | $29,426 | $0 | MEDICAL RESEARCH | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||||
| 125 SOUTH 31ST STREET SUITE 2000 | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | $448,614 | $0 | MEDICAL RESEARCH | |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 956006144 | 501(C)(3) | $212,068 | $0 | MEDICAL RESEARCH | |
| KAISER FOUNDATION RESEARCH INSTITUTE | |||||||||
| 1800 HARRISON STREET 16TH FLOOR | OAKLAND | CA | 94612 | 941105628 | 501(C)(3) | $50,240 | $0 | MEDICAL RESEARCH | |
| UNIVERSITY OF WASHINGTON | |||||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98195 | 916001537 | 501(C)(3) | $2,108,308 | $0 | MEDICAL RESEARCH | |
| J CRAIG VENTER INSTITUTE | |||||||||
| 4120 CAPRICORN LANE | LA JOLLA | CA | 92037 | 521842938 | 501(C)(3) | $217,467 | $0 | MEDICAL RESEARCH | |
| THE UNIVERSITY OF NEBRASKA MEDICAL CENTER | |||||||||
| 987835 NEBRASKA MEDICAL CENTER | OMAHA | NE | 68198 | 470049123 | 501(C)(3) | $23,011 | $0 | MEDICAL RESEARCH | |
| SEATTLE CHILDREN'S RESEARCH INSTITUTE | |||||||||
| 4800 SAND POINT WAY NE | SEATTLE | WA | 98105 | 910564748 | 501(C)(3) | $182,824 | $0 | MEDICAL RESEARCH | |
| CEDARS-SINAI MEDICAL CENTER | |||||||||
| 8700 BEVERLY BLVD 65WIL-1150 | LOS ANGELES | CA | 90048 | 951644600 | 501(C)(3) | $49,416 | $0 | MEDICAL RESEARCH | |
| REGENTS OF THE UNIVERSITY OF MINNESOTA | |||||||||
| 450 MCNAMARA ALUMNI CENTER 200 OAK | MINNEAPOLIS | MN | 55455 | 416007513 | 501(C)(3) | $66,455 | $0 | MEDICAL RESEARCH | STREET SE |
| NEW YORK UNIVERSITY | |||||||||
| 70 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 10003 | 135562308 | 501(C)(3) | $168,475 | $0 | MEDICAL RESEARCH | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1075 | NEW YORK | NY | 10029 | 136171197 | 501(C)(3) | $337,514 | $0 | MEDICAL RESEARCH | |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||||
| ONE BROOKINGS DRIVE | SAINT LOUIS | MO | 63130 | 430653611 | 501(C)(3) | $22,424 | $0 | MEDICAL RESEARCH | |
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||||
| 630 WEST 168TH STREET BOX 49 | NEW YORK | NY | 10032 | 135598093 | 501(C)(3) | $392,705 | $0 | MEDICAL RESEARCH | |
| THE TRUSTEES OF PRINCETON UNIVERSITY | |||||||||
| PO BOX 0036 619 ALEXANDER ROAD | PRINCETON | NJ | 08540 | 210634501 | 501(C)(3) | $212,327 | $0 | MEDICAL RESEARCH | SUITE 102 |
| THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS | |||||||||
| 809 SOUTH MARSHFIELD AVENUE | CHICAGO | IL | 60612 | 376000511 | 501(C)(3) | $281,505 | $0 | MEDICAL RESEARCH | MB502M/C551 |
| ADDGENE INC | |||||||||
| 490 ARSENAL WAY SUITE 100 | WATERTOWN | MA | 02472 | 900133592 | 501(C)(3) | $87,832 | $0 | MEDICAL RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ALLEN INSTITUTE ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES TO RESEARCH FUNDING & THE OFFICE OF SPONSORED RESEARCH. THESE TEAMS MONITORS ALL GRANT MAKING ACTIVITY INCLUDING ALL APPLICABLE COMPLIANCE REGULATIONS. MONITORING INCLUDES PERIODIC REVIEWS OF BUDGET TO ACTUAL REPORTS BY RESEARCH FUNDING, THE OFFICE OF SPONSORED RESEARCH AND THE PRINCIPAL INVESTIGATOR TO ENSURE FUNDS ARE USED ACCORDING TO THE AGREEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS MARJORIE | ||||||||||||||
| VP, TREASURER, CFO | $455,576 | $0 | $259,292 | $0 | $645 | $0 | $10,250 | $0 | $10,858 | $0 | $736,621 | $0 | $0 | $0 |
| SVOBODA KAREL | ||||||||||||||
| EXECUTIVE VP, DIR. NEURAL DYNAMICS | $411,923 | $0 | $204,733 | $0 | $600 | $0 | $10,250 | $0 | $18,139 | $0 | $645,645 | $0 | $0 | $0 |
| COSTA RUI | ||||||||||||||
| PRESIDENT, CEO | $436,154 | $0 | $0 | $0 | $159,631 | $0 | $5,192 | $0 | $29,718 | $0 | $630,695 | $0 | $0 | $0 |
| ZENG HONGKUI | ||||||||||||||
| EXECUTIVE VP, DIR. BRAIN SCIENCE | $456,831 | $0 | $82,385 | $0 | $756 | $0 | $10,250 | $0 | $16,399 | $0 | $566,621 | $0 | $0 | $0 |
| KOCH CHRISTOF | ||||||||||||||
| CHIEF SCIENTIST | $416,136 | $0 | $63,408 | $0 | $0 | $0 | $10,250 | $0 | $9,521 | $0 | $499,315 | $0 | $0 | $0 |
| MCCLELLAN MARGARET | ||||||||||||||
| VICE PRESIDENT, SECRETARY | $460,398 | $0 | $0 | $0 | $1,369 | $0 | $10,250 | $0 | $19,954 | $0 | $491,971 | $0 | $0 | $0 |
| RICHMOND KATHRYN | ||||||||||||||
| EXECUTIVE VP, DIR. FRONTIERS | $394,031 | $0 | $57,542 | $0 | $0 | $0 | $10,250 | $0 | $14,427 | $0 | $476,250 | $0 | $0 | $0 |
| JONES ALLAN | ||||||||||||||
| DIRECTOR, PRESIDENT | $25,470 | $0 | $424,994 | $0 | $0 | $0 | $10,250 | $0 | $787 | $0 | $461,501 | $0 | $0 | $0 |
| REID ROBERT C | ||||||||||||||
| SENIOR INVESTIGATOR | $422,509 | $0 | $524 | $0 | $0 | $0 | $10,250 | $0 | $23,334 | $0 | $456,617 | $0 | $0 | $0 |
| BUMOL THOMAS | ||||||||||||||
| EXECUTIVE VP, DIR. IMMUNOLOGY | $342,046 | $0 | $78,972 | $0 | $0 | $0 | $10,250 | $0 | $10,499 | $0 | $441,767 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PERIODICALLY, SENIOR EXECUTIVES MAY TAKE FIRST CLASS TRAVEL DUE TO LENGTH OF THE TRIP, TIMING OF FLIGHT OR VISIT SCHEDULE. TAX GROSS UPS OF MOVING EXPENSES MAY BE PAID TO RECRUIT NEW EMPLOYEES. ALL EMPLOYEES ARE ENTITLED TO 75% OF HEALTH CLUB DUES REIMBURSEMENT (UP TO $140 OF REIMBURSEMENT/MONTH), BUT NOT UNDER A QUALIFIED BENEFIT PLAN. |
| PART I, LINE 1B | WE FOLLOWED THE WRITTEN POLICIES FOR 'FIRST-CLASS OR CHARTER TRAVEL AND 'HEALTH OR SOCIAL CLUB DUES OR INITIAL FEES.' WE DO NOT HAVE A WRITTEN 'HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE' POLICY. |
| PART I, LINE 7 | THE PRESIDENT, EXECUTIVES, AND CERTAIN SENIOR INSTITUTE LEADERS ARE ELIGIBLE FOR AN ANNUAL PERFORMANCE BONUS BASED UPON ATTAINMENT OF INSTITUTE-WIDE OR, INDIVIDUAL GOALS. NEAR THE END OF THE COMPENSATION YEAR (JANUARY-DECEMBER). INSTITUTE SENIOR LEADERSHIP ASSESSED THEIR PERFORMANCE RELATIVE TO GOALS, REVIEWED THEIR SELF-ASSESSMENT WITH THEIR MANAGER WHO MADE A FINAL DECISION ON PERFORMANCE SCORES. ALL SCORES AND ASSOCIATED BONUSES WERE PRESENTED TO THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS FOR FINAL REVIEW AND APPROVAL. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUI COSTA | PersonNm |
| Relationship With Org | SEE PART V | RelationshipWithOrgTxt |
| Loan Purpose | SEE PART V | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $600,000 | OriginalPrincipalAmt |
| Balance Due | $570,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $570,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SEE PART V | |||
| SEE PART V | $14,930,574 | SEE PART V | 0 |
| SEE PART V | |||
| SEE PART V | $366,173 | SEE PART V | 0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART II | (B) RELATIONSHIP WITH ORGANIZATION: PRESIDENT(C) PURPOSE: ADVANCE FOR REIMBURSABLE EXPENSES |
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: RELATED TO SUBSTANTIAL CONTRIBUTOR(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: 35% CONTROLLED ENTITY OF A SUBSTANTIAL CONTRIBUTOR(D) DESCRIPTION OF TRANSACTION: LEASE PAYMENTS |
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: SUBSTANTIAL CONTRIBUTOR(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SUBSTANTIAL CONTRIBUTOR(D) DESCRIPTION OF TRANSACTION: PROGRAM SERVICE REVENUE |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SCIENTIFIC EQ. | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $241,995 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED IN SCHEDULE M, PART I, COLUMN (B) REPRESENT THE NUMBER OF SEPARATE GIFTS RECEIVED DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | UNCOMPENSATED BOARD MEMBERS SERVED AS VOLUNTEERS DURING THE YEAR. |
| FORM 990, PART VI, SECTION A, LINE 2 | JO LYNN ALLEN AND ALLEN ISRAEL HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE DEPARTMENT AND THE LEGAL DEPARTMENT PERFORM A THOROUGH REVIEW, AND THE BOARD MEMBERS ARE GIVEN COPIES BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PERSONS COVERED UNDER THE ALLEN INSTITUTE BOARD OF DIRECTORS CONFLICT OF INTEREST POLICY ARE THE ALLEN INSTITUTE'S BOARD OF DIRECTORS. THE ALLEN INSTITUTE PLACES UPON ALL DIRECTORS COVERED UNDER THIS POLICY, A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST TO THE ALLEN INSTITUTE. FURTHERMORE, DIRECTORS ANNUALLY AFFIRM THAT THEY HAVE READ AND AGREE TO COMPLY WITH THE POLICY. AFTER DISCLOSURE OF AN ACTUAL OR POSSIBLE CONFLICT, PERSONS WITH A CONFLICT SHALL BE EXCUSED FROM THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION INVOLVING THE POSSIBLE CONFLICT. THE REMAINING DISINTERESTED DIRECTORS WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT IS FOUND, THE BOARD CHAIRPERSON, IF APPROPRIATE, WILL APPOINT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES TO THE TRANSACTION THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF ANY ALTERNATIVE TRANSACTIONS ARE NOT REASONABLE, THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE CONFLICTED TRANSACTION IS FAIR, REASONABLE, AND IN THE BEST INTEREST OF THE ALLEN INSTITUTE. THE PERSONS COVERED UNDER THE ALLEN INSTITUTE CONFLICT OF INTEREST POLICY ARE ALL EMPLOYEES, INCLUDING THE ALLEN INSTITUTE'S PRINCIPAL OFFICERS AND KEY EMPLOYEES. THE ALLEN INSTITUTE PLACES UPON ALL PRINCIPAL OFFICERS AND KEY EMPLOYEES UNDER THIS POLICY A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST TO THE ALLEN INSTITUTE. FURTHERMORE, ALL EMPLOYEES, INCLUDING PRINCIPAL OFFICERS AND KEY EMPLOYEES ANNUALLY UPDATE AND REVIEW EXISTING DISCLOSURES, AS WELL AS DISCLOSE NEW CONFLICTS OF INTEREST. AFTER DISCLOSURE OF AN ACTUAL OR POSSIBLE CONFLICT, THE ALLEN INSTITUTE DETERMINES THE APPROPRIATE OVERSIGHT AND CONTROL, BASED ON THE CIRCUMSTANCES, TO PROPERLY MANAGE THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS REGARDING THE COMPENSATION OF THE CEO AND EXECUTIVE MANAGEMENT USING THE FOLLOWING PRACTICES: THE INSTITUTE'S PEOPLE AND CULTURE DEPARTMENT USES AN OUTSIDE EXECUTIVE COMPENSATION CONSULTANT TO BENCHMARK SENIOR EXECUTIVE LEADERSHIP BASE AND TOTAL CASH COMPENSATION TO ASSESS MARKET CONSISTENCY. THE PEOPLE AND CULTURE DEPARTMENT DEVELOPS BASE AND TOTAL CASH COMPENSATION RECOMMENDATIONS FOR THE CEO AND EACH EXECUTIVE LEADER. THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE RECOMMENDATIONS AND SUPPORTING BENCHMARKING DATA. BASED ON THESE REVIEWS THE COMPENSATION COMMITTEE ESTABLISHES SALARY ADJUSTMENTS FOR THE CEO AND THE CEO'S DIRECT REPORTS AND ANY SENIOR LEADER ELIGIBLE FOR THE VARIABLE COMPENSATION PLAN. COMPENSATION WAS LAST REVIEWED DECEMBER, 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ALLEN INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE FINANCIAL CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE ALLEN INSTITUTE WEBSITE. |
| FORM 990, PART IX, LINE 11G | OUTSIDE SERVICES AND CONSULTANTS: PROGRAM SERVICE EXPENSES 15,191,777. MANAGEMENT AND GENERAL EXPENSES 4,603,308. TOTAL EXPENSES 19,795,085. |
Comments