TRUDEAU INSTITUTE INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
TRUDEAU INSTITUTE INC (EIN 14-1401413)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202343179349306229
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-13T12:49:39-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141442607PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BST & CO CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 BRITISH AMERICAN BLVDAddressLine1Txt
CityLATHAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12110ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN141401413EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUDEAU INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRUDBusinessNameControlTxt
Phone5188913080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1154 ALGONQUIN AVEAddressLine1Txt
CitySARANAC LAKECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12983ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM CHAPINPersonNm
Person TitleDIRECTOR AND CAOPersonTitleTxt
Phone5188913080PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastCHAPINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUDY A CAHEEPreparerPersonNm
PTINP00281935PTIN
Phone5184596700PhoneNum
Preparation2023-11-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerATSUO KUKIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1154 ALGONQUIN AVEAddressLine1Txt
CitySARANAC LAKECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12983ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$12,625,958GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TRUDEAUINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1889FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionSCIENTISTS AT TRUDEAU INSTITUTE FOCUS ON DEVELOPING AN IN-DEPTH UNDERSTANDING OF THE ROLE OF THE IMMUNE SYSTEM IN HEALTH AND DISEASE TO FACILITATE THE DEVELOPMENT OF THERAPEUTIC TREATMENTS AND FINDING CURES. THROUGH RIGOROUS EXPERIMENTATION, COMBINED WITH ADVANCED ANALYTIC AND SOFTWARE TOOLS, THESE EFFORTS LEAD PROGRESS TOWARDS STRENGTHENING OUR BODIES' ABILITIES TO COMBAT LIFE THREATENING INFECTIONS, INFLAMMATORY DISEASES, AND CANCER. DISCOVERIES ON THE INTRICATE WORKING OF THE IMMUNE SYSTEM APPLY TO A VAST ARRAY OF HUMAN AFFLICTIONS INCLUDING, BUT NOT LIMITED TO, TUBERCULOSIS, INFLUENCE, COVID-19, AND IMMUNE CELL-DRIVEN MALADIES.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee92TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,601,770PYContributionsGrantsAmt
CY Contributions Grants$1,242,484CYContributionsGrantsAmt
PY Program Service Revenue$3,486,579PYProgramServiceRevenueAmt
CY Program Service Revenue$3,870,078CYProgramServiceRevenueAmt
PY Investment Income$857,174PYInvestmentIncomeAmt
CY Investment Income$517,148CYInvestmentIncomeAmt
PY Other Revenue$451,112PYOtherRevenueAmt
CY Other Revenue$405,813CYOtherRevenueAmt
PY Total Revenue$8,396,635PYTotalRevenueAmt
CY Total Revenue$6,035,523CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,360,488PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,658,896CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$200,093CYTotalFundraisingExpenseAmt
PY Other Expenses$4,840,151PYOtherExpensesAmt
CY Other Expenses$5,413,747CYOtherExpensesAmt
PY Total Expenses$10,200,639PYTotalExpensesAmt
CY Total Expenses$11,072,643CYTotalExpensesAmt
PY Revenues Less Expenses-$1,804,004PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$5,037,120CYRevenuesLessExpensesAmt
Total Assets BOY$32,912,621TotalAssetsBOYAmt
Total Assets EOY$24,855,967TotalAssetsEOYAmt
Total Liabilities BOY$364,611TotalLiabilitiesBOYAmt
Total Liabilities EOY$587,162TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$32,548,010NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$24,268,805NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO SAFEGUARD HUMAN HEALTH AND COMBAT 21ST CENTURY GLOBAL HEALTH CRISES, FROM DRUG-RESISTANT TB TO EMERGING VIRUSES AND PANDEMICS, BY EMPOWERING SPECIALIZED R & D PURSUITS IN REGIONAL AND GLOBAL TRANSLATIONAL SCIENCE PARTNERSHIPS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$9,262,194ExpenseAmt
Revenue$3,969,295RevenueAmt
DescTRUDEAU INSTITUTE IS A WORLD-RENOWNED LEADER IN THE EFFORT TO TREATING HUMAN DISEASES. OUR EXPERTISE AND ENTHUSIASM FOR MODELING INFECTION, IMMUNITY, VACCINATION, INFLAMMATION, AND SEPSIS HAVE LED TO MANY PIONEERING DISCOVERIES. MOUSE MODELS CURRENTLY STUDIED AT THE INSTITUTE INCLUDE INFLUENZA, PARAINFLUENZA, INFLUENZA-ASSOCIATED BACTERIAL PNEUMONIA, BACTERIAL SEPSIS, PNEUMONIC PLAGUE, TUBERCULOSIS, TOXOPLASMOSIS, ZIKA, CHRONIC HERPESVIRUS INFECTION AND COVID-19 (SARS COV-2). TRUDEAU INSTITUTE CONTINUED ITS RESEARCH IN THE AREAS OF IMMUNOLOGY AND INFECTIOUS DISEASE, SUPPORTED BY GRANTS FROM THE NATIONAL INSTITUTE OF HEALTH, NEW YORK STATE, DEPARTMENT OF DEFENSE AND THROUGH SUBCONTRACTS WITH VARIOUS UNIVERSITIES AND FOUNDATIONS. THE TRUDEAU RESEARCH STAFF PUBLISHED SEVEN (7) ARTICLES IN SIX (6) LEADING SCIENTIFIC JOURNALS.Desc
Total Program Service Expenses$9,262,194TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document19IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee92EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWILLIAM CHAPIN DIRECTOR AND CAOPersonNm
Phone5188913080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1154 ALGONQUIN AVEAddressLine1Txt
CitySARANAC LAKECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12983ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
KONRAD KIP TESTWUIDE
CHAIR10.00Yes (X)Yes (X)$0$0$0
JULIE NORTH
VICE-CHAIR2.00Yes (X)Yes (X)$0$0$0
BRIAN A POLLOK PHD
VICE-CHAIR2.00Yes (X)Yes (X)$0$0$0
ATSUO KUKI PHD
PRESIDENT AND DIRECTOR38.00Yes (X)Yes (X)$431,370$0$52,416
BENJAMIN BREWSTER
TRUSTEE1.00Yes (X)$0$0$0
DOUGLAS COLSON
TRUSTEE1.00Yes (X)$0$0$0
VINCENT A FISCHETTI PHD
TRUSTEE1.00Yes (X)$0$0$0
JAMES C FRAUENTHAL PHD
TRUSTEE1.00Yes (X)$0$0$0
RAYMOND N JOHNSON PHD
TRUSTEE1.00Yes (X)$0$0$0
DANIEL KARLIN
TRUSTEE1.00Yes (X)$0$0$0
ANDREW KENNEDY
TRUSTEE1.00Yes (X)$0$0$0
DANIEL LEFF
TRUSTEE1.00Yes (X)$0$0$0
AIRLIE CAMERON LENNON MDMPH
TRUSTEE1.00Yes (X)$0$0$0
BRUCE MCLANAHAN
TRUSTEE1.00Yes (X)$0$0$0
HENRY SONDHEIMER
TRUSTEE1.00Yes (X)$0$0$0
MARCENE SONNEBORN
TRUSTEE1.00Yes (X)$0$0$0
TIELMAN T VAN VLECK PHD
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM CHAPIN
DIRECTOR AND CAO38.00Yes (X)$193,601$0$31,212
WILLIAM REILEY
PRINCIPAL INVESTIGATOR38.00$189,599$0$296Yes (X)
FELIX SHEINERMAN
PRINCIPAL INVESTIGATOR38.00$121,953$0$7,122Yes (X)
ALEX MAUE
PRINCIPAL INVESTIGATOR38.00$135,326$0$2,354Yes (X)
IN-JEONG KIM
PRINCIPAL INVESTIGATOR38.00$116,676$0$27,779Yes (X)
DEBORAH BROWN
PRINCIPAL INVESTIGATOR38.00$107,762$0$4,916Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,296,287TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$126,095TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JENNIFER JUZAITISBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1151 ALGONQUIN AVE APT 9AddressLine1Txt
CitySARANAC LAKECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12983ZIPCd
FieldValueIRS element (for citing)
ServicesPHILANTHROPYServicesDesc
Compensation$143,000CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Federated Campaigns$175FederatedCampaignsAmt
Government Grants$629,481GovernmentGrantsAmt
All Other Contributions$612,828AllOtherContributionsAmt
Total Contributions$1,242,484TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACT RESEARCH541700$3,740,118$3,740,118
ACADEMIC RESEARCH541700$129,960$129,960
FieldValueIRS element (for citing)
Total Program Service Revenue$3,870,078TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$337,344TotalRevenueColumnAmt
Exclusion$337,344ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$316,738TotalRevenueColumnAmt
Exclusion$316,738ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$155,888RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$166,030RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$10,142RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$10,142TotalRevenueColumnAmt
Exclusion-$10,142ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,604,209SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,424,405SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$179,804SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$179,804TotalRevenueColumnAmt
Exclusion$179,804ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$99,217TotalRevenueColumnAmt
Related Or Exempt Func Income$99,217RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$99,217OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,035,523TotalRevenueColumnAmt
Related Or Exempt Func Income$3,969,295RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$823,744ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$708,599TotalAmt
Management And General$708,599ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,871,382TotalAmt
Program Services$3,360,120ProgramServicesAmt
Management And General$509,598ManagementAndGeneralAmt
Fundraising$1,664FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$175,645TotalAmt
Program Services$175,575ProgramServicesAmt
Fundraising$70FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$601,503TotalAmt
Program Services$524,503ProgramServicesAmt
Management And General$76,789ManagementAndGeneralAmt
Fundraising$211FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$301,767TotalAmt
Program Services$237,890ProgramServicesAmt
Management And General$63,756ManagementAndGeneralAmt
Fundraising$121FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,175TotalAmt
Management And General$2,175ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$45,750TotalAmt
Management And General$45,750ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$25,013TotalAmt
Management And General$25,013ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$750,866TotalAmt
Program Services$500,963ProgramServicesAmt
Management And General$66,813ManagementAndGeneralAmt
Fundraising$183,090FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,829,717TotalAmt
Program Services$1,810,453ProgramServicesAmt
Management And General$17,272ManagementAndGeneralAmt
Fundraising$1,992FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,127,375TotalAmt
Program Services$1,084,909ProgramServicesAmt
Management And General$36,909ManagementAndGeneralAmt
Fundraising$5,557FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$51,216TotalAmt
Program Services$34,142ProgramServicesAmt
Management And General$15,967ManagementAndGeneralAmt
Fundraising$1,107FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,320,280TotalAmt
Program Services$1,276,931ProgramServicesAmt
Management And General$37,676ManagementAndGeneralAmt
Fundraising$5,673FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$141,548TotalAmt
Program Services$136,901ProgramServicesAmt
Management And General$4,039ManagementAndGeneralAmt
Fundraising$608FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescREPAIRS & MAINTENANCEDesc
Total$119,807TotalAmt
Program Services$119,807ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,072,643TotalAmt
Program Services$9,262,194ProgramServicesAmt
Management And General$1,610,356ManagementAndGeneralAmt
Fundraising$200,093FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$919,955BOYAmt
EOY$301,431EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,300BOYAmt
EOY$1,499,852EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,393,136BOYAmt
EOY$1,258,890EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$313,623EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$111,994BOYAmt
EOY$116,014EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$191,003BOYAmt
EOY$190,268EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$45,024,650LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$32,649,252LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,378,267BOYAmt
EOY$12,375,398EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,892,085BOYAmt
EOY$8,043,042EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,024,881BOYAmt
EOY$757,449EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,912,621BOYAmt
EOY$24,855,967EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$344,575BOYAmt
EOY$587,162EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$20,036BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$364,611BOYAmt
EOY$587,162EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,503,505BOYAmt
EOY$18,272,622EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,044,505BOYAmt
EOY$5,996,183EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,548,010BOYAmt
EOY$24,268,805EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,912,621BOYAmt
EOY$24,855,967EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$5,037,120ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,242,085NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,068,897CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,148,646CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,920,150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,601,770CurrentTaxYearMinus1YearAmt
Current Tax Year$1,242,484CurrentTaxYearAmt
Total$20,981,947TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,068,897CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,148,646CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,920,150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,601,770CurrentTaxYearMinus1YearAmt
Current Tax Year$1,242,484CurrentTaxYearAmt
Total$20,981,947TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$20,981,947PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$610,011CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$563,510CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$593,724CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$942,452CurrentTaxYearMinus1YearAmt
Current Tax Year$809,970CurrentTaxYearAmt
Total$3,519,667TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51,334CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,361CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,240CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,055CurrentTaxYearMinus1YearAmt
Current Tax Year$99,217CurrentTaxYearAmt
Total$189,207TotalAmt
FieldValueIRS element (for citing)
Total Support$24,690,821TotalSupportAmt
Gross Receipts Rltd Activities$10,648,717GrossReceiptsRltdActivitiesAmt
Public Support CY1700.84980PublicSupportCY170Pct
Public Support PY1700.89170PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER REVENUE - 2018 AMOUNT: $ 51,334. 2019 AMOUNT: $ 22,361. 2020 AMOUNT: $ 9,240. 2021 AMOUNT: $ 7,055. 2022 AMOUNT: $ 99,217.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$600OtherActivitiesAmt
Total Lobbying Expenditures$600TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTRUDEAU INSTITUTE IS A MEMBER OF THE ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES (AIRI), WHICH IS A NATIONWIDE ASSOCIATION OF 75 INDEPENDENT, NOT-FOR-PROFIT RESEARCH INSTITUTES. TWENTY PERCENT OF THE ANNUAL MEMBERSHIP DUES ARE APPLIED TO AIRI LOBBYING EXPENSES. AIRI'S POLITICAL EFFORTS CONTINUE TO ADDRESS ISSUES RELATED TO CONGRESSIONAL DECISIONS IN REGARD TO FUNDING OF THE NATIONAL INSTITUTE OF HEALTH.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,044,505BeginningYearBalanceAmt
Investment Earnings Or Losses-$1,009,518InvestmentEarningsOrLossesAmt
Other Expenditures$38,804OtherExpendituresAmt
End Year Balance$9,996,183EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,812,889BeginningYearBalanceAmt
Investment Earnings Or Losses$372,000InvestmentEarningsOrLossesAmt
Other Expenditures$140,384OtherExpendituresAmt
End Year Balance$11,044,505EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,262,806BeginningYearBalanceAmt
Investment Earnings Or Losses$429,027InvestmentEarningsOrLossesAmt
Other Expenditures$878,944OtherExpendituresAmt
End Year Balance$10,812,889EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,775,457BeginningYearBalanceAmt
Investment Earnings Or Losses$893,172InvestmentEarningsOrLossesAmt
Other Expenditures$1,405,823OtherExpendituresAmt
End Year Balance$11,262,806EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,505,713BeginningYearBalanceAmt
Investment Earnings Or Losses-$693,061InvestmentEarningsOrLossesAmt
Other Expenditures$1,037,195OtherExpendituresAmt
End Year Balance$11,775,457EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.40000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.59000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.01000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$132,063OtherCostOrOtherBasisAmt
Book Value$132,063BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,386,771OtherCostOrOtherBasisAmt
Depreciation$20,449,990DepreciationAmt
Book Value$10,936,781BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$440,200OtherCostOrOtherBasisAmt
Depreciation$425,809DepreciationAmt
Book Value$14,391BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,065,616OtherCostOrOtherBasisAmt
Depreciation$11,773,453DepreciationAmt
Book Value$1,292,163BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$12,375,398TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,959,455TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,242,085NetUnrealizedGainsInvstAmt
Revenue Not Reported-$3,242,085RevenueNotReportedAmt
Revenue Subtotal$6,201,540RevenueSubtotalAmt
Investment Expenses Not Incld$13InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$166,030OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$166,017RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,035,523TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,238,660TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$166,030OtherExpensesIncludedAmt
Expenses Not Reported$166,030ExpensesNotReportedAmt
Expenses Subtotal$11,072,630ExpensesSubtotalAmt
Investment Expenses Not Incld2$13InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$13ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$11,072,643TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE TRUDEAU INSTITUTE ENDOWMENT CONSISTS OF THREE FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, WHICH CONTINUES TO SUPPORT THE MAIN OBJECTIVE AND MISSION OF CONDUCTING BIOMEDICAL RESEARCH. THE TERM ENDOWMENT ARE THOSE ASSETS NOT SUBJECT TO DONOR-IMPOSED STIPULATIONS, WHICH MAY BE DESIGNATED FOR SPECIFIC PURPOSE BY ELECTION OF THE BOARD OF TRUSTEES. THE BOARD DESIGNATED (QUASI) ENDOWMENT PROVIDES EARNED INCOME IN SUPPORT OF THE INSTITUTE DIRECTOR. INCOME EARNED IN EXCESS OF THE STATED PURPOSE IS AVAILABLE FOR GENERAL OPERATIONS. THE PERMANENTLY RESTRICTED ENDOWMENT IS TO BE MAINTAINED IN PERPETUITY TO GENERATE INCOME FOR THE INSTITUTES OPERATIONAL NEEDS.
PART X, LINE 2:THE INSTITUTE FILES FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANNUAL RETURNS ARE FILED, SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITIONS ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR AMOUNT OF THE POSITIONS TAX BENEFIT THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT EVALUATED THE INSTITUTES TAX POSITIONS AND CONCLUDED THAT THE INSTITUTE HAD TAKEN NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF DECEMBER 31, 2022 AND 2021.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RENTAL EXPENSE -166,030.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSE 166,030.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonJENNIFER JUZAITISPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1151 ALGONQUIN AVE APT 9AddressLine1Txt
CitySARANAC LAKECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12983ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$565,198GrossReceiptsAmt
Retained By Contractor$143,000RetainedByContractorAmt
Net To Organization$422,198NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$565,198TotalGrossReceiptsAmt
Total Retained By Contractors$143,000TotalRetainedByContractorsAmt
Total Net To Organization$422,198TotalNetToOrganizationAmt
Licensed StatesNYLicensedStatesCd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ATSUO KUKI PHD
PRESIDENT AND DIRECTOR$419,120$0$12,250$0$0$0$47,500$0$4,916$0$483,786$0$0$0
WILLIAM CHAPIN
DIRECTOR AND CAO$170,851$0$22,750$0$0$0$27,000$0$4,212$0$224,813$0$0$0
WILLIAM REILEY
PRINCIPAL INVESTIGATOR$189,599$0$0$0$0$0$0$0$296$0$189,895$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BUPON REVIEW OF THE IRS FORM 990 BY THE PRESIDENT AND DIRECTOR , THE CHIEF ADMINISTRATIVE OFFICER AND CONTROLLER, AND THE AUDIT COMMITTEE, THE FORM 990 IS THEN FORWARDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND OFFICIALLY FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, THE OFFICERS, DIRECTORS, AND MEMBERS OF THE BOARD OF TRUSTEES RECEIVE A COPY OF THE TRUDEAU INSTITUTE CONFLICT OF INTEREST POLICY. EACH PERSON IS REQUIRED TO SUBMIT A SIGNED CERTIFICATION THAT THEY WILL READ, UNDERSTAND, AND AGREE TO COMPLY WITH THE POLICY. IF THERE IS A DISCLOSURE, THE BOARD OF TRUSTEES WILL ASCERTAIN THE VALIDITY OF THE POTENTIAL CONFLICT AND FOLLOW POLICY FOR COMPLIANCE.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR THE DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER IS REVIEWED ANNUALLY AGAINST THE AIRI INSTITUTE ANNUAL SALARY SURVEY TO MAKE SURE SALARIES ARE IN LINE. THE PROCESS INCLUDES THE USE OF COMPARABLE COMPENSATION FOR THE SAME POSITION IN SIMILAR ORGANIZATIONS, WITH REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE PROCESS FOR DETERMINING COMPENSATION FOR ALL OFFICERS IS COMPLETED ANNUALLY. DETERMINATION IS BASED UPON BENCHMARK DATA FROM SIMILAR ORGANIZATIONS AND REQUIRES REVIEW AND APPROVAL BY THE DIRECTOR AND THE BOARD OF TRUSTEES COMPENSATION COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 18TRUDEAU INSTITUTE PROVIDES THE PUBLIC DIRECT ACCESS TO THE MOST RECENT AUDITED FINANCIAL STATEMENTS AND FORM 990 THROUGH THE ORGANIZATION'S WEBSITE. THE FINANCIAL STATEMENTS ARE ALSO PROVIDED TO ALL REGUALTORY AGENCIES, THE FEDERAL AND STATE GOVERNMENTS AND UPON REQUEST FROM VARIOUS INTERESTED PARTIES. FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND INSTITUTE POLICIES ARE IN THE CARE OF THE TREASURER AND SECRETARY AND ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19TRUDEAU INSTITUTE PROVIDES THE PUBLIC DIRECT ACCESS TO THE MOST RECENT AUDITED FINANCIAL STATEMENTS THROUGH THE ORGANIZATION'S WEBSITE. THE FINANCIAL STATEMENTS ARE ALSO PROVIDED TO ALL REGULATORY AGENCIES, THE FEDERAL AND STATE GOVERNMENTS AND UPON REQUEST FROM VARIOUS INTERESTED PARTIES. FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND INSTITUTE POLICIES ARE IN THE CARE OF THE TREASURER AND SECRETARY AND ARE MADE AVAILABLE UPON REQUEST.

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