ALFRED E MANN INSTITUTE FOR: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ALFRED E MANN INSTITUTE FOR (EIN 95-4684347)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202201369349306270
- Schema version
- 2020v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T10:57:57-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954684347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALFRED E MANN INSTITUTE FOR | BusinessNameLine1Txt |
| Business Name Line2 | BIOMEDICAL ENGINEERING AT THE USC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % UNIV OF SOUTHERN CALIFORNIA | InCareOfNm |
| Business Name Control | ALFR | BusinessNameControlTxt |
| Phone | 2138211900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | USC Suite UGB203 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900898003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS FOSTER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2138211900 | PhoneNum |
| Signature | 2022-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENNIS | PersonFirstNm |
| Person Last | FOSTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GWEN SPENCER | PreparerPersonNm |
| PTIN | P00641463 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2022-05-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR JONATHAN G LASCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIVERSITY PARK UGB203 | AddressLine1Txt |
| City | LA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900898003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $78,284,269 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://AMI.USC.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,083,336 | PYInvestmentIncomeAmt |
| CY Investment Income | $78,284,269 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,083,336 | PYTotalRevenueAmt |
| CY Total Revenue | $78,284,269 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $159,092 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $149,560 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,349,125 | PYOtherExpensesAmt |
| CY Other Expenses | $7,179,984 | CYOtherExpensesAmt |
| PY Total Expenses | $8,508,217 | PYTotalExpensesAmt |
| CY Total Expenses | $7,329,544 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,424,881 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $70,954,725 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $194,204,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $265,159,414 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $194,204,689 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $265,159,414 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,991,127 | ExpenseAmt |
| Grant | $149,560 | GrantAmt |
| Desc | TO PROMOTE AND EXPAND HUMAN KNOWLEDGE IN THE BIOMEDICAL AND OTHER SCIENTIFIC FIELDS BY ACTIVELY CONDUCTING BIOMEDICAL AND SCIENTIFIC RESEARCH AND DEVELOPMENT AT THE UNIVERSITY OF SOUTHERN CALIFORNIA. | Desc |
| Total Program Service Expenses | $5,991,127 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UNIV OF SOUTHERN CALIFORNIA | PersonNm |
| Phone | 2138211900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIVERSITY PARK-UGB203 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900898003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|
| CAROL FOLT | ||||||||
| DIRECTOR AS OF 3/1/21 | 0.25 | 50.0 | Yes (X) | $0 | $2,330,738 | $45,623 | ||
| JAMES M STATEN | ||||||||
| DIRECTOR | 0.25 | 50.0 | Yes (X) | $0 | $1,923,774 | $168,455 | ||
| CHRYSOSTOMOS L NIKIAS | ||||||||
| FORMER CHAIRMAN | 0.0 | 0.0 | $0 | $1,597,143 | $56,907 | Yes (X) | ||
| CHARLES F ZUKOSKI | ||||||||
| DIRECTOR AND CHAIR | 0.25 | 50.0 | Yes (X) | $0 | $1,022,600 | $154,096 | Yes (X) | |
| LAURA MOSQUEDA | ||||||||
| DIRECTOR UNTIL 3/1/21 | 0.25 | 50.0 | Yes (X) | $0 | $1,040,333 | $51,890 | ||
| MICHAEL QUICK | ||||||||
| FORMER DIRECTOR AND CHAIR | 0.0 | 0.0 | $0 | $956,134 | $38,867 | Yes (X) | ||
| YANNIS C YORTSOS | ||||||||
| DIRECTOR | 0.25 | 50.0 | Yes (X) | $0 | $519,670 | $60,099 | ||
| CAROLYN DOMEN-BROSHEARS | ||||||||
| SECRETARY | 0.25 | 50.0 | $0 | $384,729 | $32,749 | Yes (X) | ||
| MAJA MATARIC | ||||||||
| DIRECTOR | 0.25 | 40.0 | Yes (X) | $0 | $332,808 | $70,327 | ||
| DENNIS M FOSTER | ||||||||
| TREASURER | 0.25 | 40.0 | $0 | $338,739 | $45,528 | Yes (X) | ||
| JONATHAN G LASCH PHD | ||||||||
| COO/DIRECTOR OF THE INSTITUTE | 50.0 | 0.0 | $0 | $316,827 | $58,367 | Yes (X) | ||
| ANOOSHEH BOSTANI | ||||||||
| DIRECTOR | 0.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TODD CUSHMAN | ||||||||
| DIRECTOR UNTIL 8/31/2020 | 0.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL S DREYER | ||||||||
| DIRECTOR | 0.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BARRY KEENAN | ||||||||
| DIRECTOR | 0.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CLAUDE MANN | ||||||||
| DIRECTOR | 0.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $10,763,495 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $782,908 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UNIVERSITY OF SOUTHERN CALIFORNIA | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 S FIGUEROA STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900898003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT FEES | ServicesDesc |
| Compensation | $6,841,472 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,284,269 | TotalRevenueColumnAmt |
| Exclusion | $78,284,269 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,284,269 | TotalRevenueColumnAmt |
| Exclusion | $78,284,269 | 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 | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,560 | TotalAmt |
| Program Services | $149,560 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,152 | TotalAmt |
| Program Services | $33,920 | ProgramServicesAmt |
| Management And General | $232 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,457 | TotalAmt |
| Program Services | $169,252 | ProgramServicesAmt |
| Management And General | $42,205 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650 | TotalAmt |
| Program Services | $650 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,253 | TotalAmt |
| Program Services | $73,840 | ProgramServicesAmt |
| Management And General | $18,413 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OPERATING EXPENSES | $2,234,739 | $2,069,768 | $164,971 |
| SALARY REIMBURSEMENTS | $4,606,733 | $3,494,137 | $1,112,596 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,329,544 | TotalAmt |
| Program Services | $5,991,127 | ProgramServicesAmt |
| Management And General | $1,338,417 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,112,770 | BOYAmt |
| EOY | $6,013,011 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,911,791 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,686,211 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,833 | BOYAmt |
| EOY | $225,580 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,774,086 | BOYAmt |
| EOY | $258,920,823 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,204,689 | BOYAmt |
| EOY | $265,159,414 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $4,430,603 | BOYAmt |
| EOY | $6,238,591 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,774,086 | BOYAmt |
| EOY | $258,920,823 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,204,689 | BOYAmt |
| EOY | $265,159,414 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,204,689 | BOYAmt |
| EOY | $265,159,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $70,954,725 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SOUTHERN CALIFORNIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951642394 | EIN |
| Organization Type | 2 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $6,841,472 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $6,841,472 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (true) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (true) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION D, LINE 3 | AMI-USC HAS A VERY CLOSE RELATIONSHIP WITH THE UNIVERSITY. FIFTY PERCENT OF AMI-USC'S CORPORATE MEMBERS ARE DESIGNATED BY THE UNIVERSITY AND FIFTY PERCENT OF AMI-USC'S DIRECTORS ARE EMPLOYEES OF THE UNIVERSITY. AMI-USC'S TREASURER AND SECRETARY ARE EMPLOYEES OF THE UNIVERSITY. ALL OF AMI-USC'S STAFF MEMBERS ARE EMPLOYEES OF THE UNIVERSITY (AMI-USC REIMBURSES THE UNIVERSITY FOR THE COMPENSATION EXPENSES ATTRIBUTABLE TO THOSE INDIVIDUALS) AND THE EXECUTIVE DIRECTOR AND CHIEF OPERATING OFFICER OF AMI-USC HAS A DOTTED-LINE REPORTING RELATIONSHIP TO THE PROVOST AND SENIOR VICE PRESIDENT FOR ACADEMIC AFFAIRS OF THE UNIVERSITY IN ADDITION TO HIS FORMAL REPORTING RELATIONSHIP TO THE EXECUTIVE COMMITTEE OF THE AMI-USC BOARD. AMI-USC'S OFFICES ARE LOCATED IN LEASED SPACE ON THE UNIVERSITY'S UNIVERSITY PARK CAMPUS AND A SUBSTANTIAL PORTION OF AMI-USC'S FUNDS ARE INVESTED IN AND DISTRIBUTED FROM THE UNIVERSITY'S ENDOWMENT FUND IN ACCORDANCE WITH THE UNIVERSITY'S INVESTMENT POLICIES. DUE TO THIS CLOSE RELATIONSHIP, THE UNIVERSITY HAS A SIGNIFICANT VOICE IN ALL OF AMI-USC'S ACTIVITIES, INCLUDING ITS INVESTMENT POLICIES AND USE OF ITS INCOME AND ASSETS. |
| SCHEDULE A, PART IV, SECTION E, LINE 2A | THE ALFRED E. MANN INSTITUTE AT THE UNIVERSITY OF SOUTHERN CALIFORNIA ("AMI-USC")IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM ESSENTIAL FUNCTIONS OF, AND CARRY OUT THE PURPOSES OF ITS SUPPORTED ORGANIZATION, THE UNIVERSITY OF SOUTHERN CALIFORNIA (THE "UNIVERSITY"), TO PROMOTE AND EXPAND HUMAN KNOWLEDGE IN THE BIOMEDICAL AND OTHER SCIENTIFIC FIELDS BY DIRECTLY ENGAGING IN THE CONTINUOUS ACTIVE CONDUCT OF BIOMEDICAL AND OTHER SCIENTIFIC RESEARCH AND DEVELOPMENT BY MEANS OF INVESTIGATIONS, EXPERIMENTS, AND STUDIES WITHIN THE ASSOCIATED DISCIPLINES SPANNING MEDICAL DEVICE ENGINEERING AND OTHER BIOLOGICAL SCIENCES TO DISCOVER, DEVELOP, VERIFY OR CLARIFY KNOWLEDGE AND UNDERSTANDING. |
| SCHEDULE A, PART IV, SECTION E, LINE 2B | RESEARCH OF THE HIGHEST QUALITY IS FUNDAMENTAL TO THE UNIVERSITY'S MISSION. THE UNIVERSITY IS ONE OF A VERY SMALL NUMBER OF PREMIER ACADEMIC INSTITUTIONS ON WHICH THE NATION DEPENDS FOR A STEADY STREAM OF NEW KNOWLEDGE AND TECHNOLOGY. AMI-USC'S ACTIVITIES, AS DESCRIBED IN RESPONSE TO SECTION E, QUESTION 2A, ARE RESEARCH ACTIVITIES THAT THE UNIVERSITY WOULD HAVE OTHERWISE ENGAGED IN BUT FOR AMI-USC'S INVOLVEMENT. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $189,774,086 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $78,092,915 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,946,178 | OtherExpendituresAmt |
| End Year Balance | $258,920,823 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $193,803,302 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,660,850 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,690,066 | OtherExpendituresAmt |
| End Year Balance | $189,774,086 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $193,731,709 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,505,169 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,433,576 | OtherExpendituresAmt |
| End Year Balance | $193,803,302 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $185,490,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $16,509,191 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,267,482 | OtherExpendituresAmt |
| End Year Balance | $193,731,709 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $172,929,842 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $20,827,640 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,267,482 | OtherExpendituresAmt |
| End Year Balance | $185,490,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,531,736 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,403,577 | DepreciationAmt |
| Book Value | $128,159 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,380,055 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,282,634 | DepreciationAmt |
| Book Value | $97,421 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $225,580 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENDOWMENT POOL INVESTMENTS | Desc |
| Book Value | $258,920,823 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $258,920,823 | TotalBookValueSecuritiesAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, Part V, LINE 4 | THE INTENT OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO GENERATE THE REVENUES NECESSARY TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE OF BIOMEDICAL RESEARCH AND DEVELOPMENT. |
| SCHEDULE D, PART X, LINE 2 | THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED AS PART OF CONSOLIDATED FINANCIAL STATEMENTS WHICH DO NOT HAVE A FIN 48 FOOTNOTE AS ANY UNCERTAIN TAX POSITIONS WERE DEEMED IMMATERIAL. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID | GrantTypeTxt |
| Recipient | 14 | RecipientCnt |
| Cash Grant | $149,560 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | AS PART OF ITS CONTINUING COMMITMENT TO INNOVATION IN ENGINEERING, THE ALFRED E. MANN INSTITUTE FOR BIOMEDICAL ENGINEERING AT THE UNIVERSITY OF SOUTHERN CALIFORNIA (AMI-USC) IS FUNDING THREE PHD FELLOWSHIPS IN THE UNIVERSITY OF SOUTHERN CALIFORNIA'S VITERBI SCHOOL OF ENGINEERING. (ALFRED E. MANN INNOVATION IN ENGINEERING DOCTORAL FELLOWSHIPS AND ALFRED E. MANN BIOMEDICAL ENGINEERING DOCTORAL FELLOWSHIP). EACH FELLOWSHIP WILL PROVIDE $33,000 PER YEAR, RENEWABLE FOR UP TO 3 YEARS, AND IT IS INTENDED TO SUPPORT THESE STUDENTS CONDUCTING DOCTORAL RESEARCH THAT IS EITHER INTERDISCIPLINARY IN NATURE (BIOLOGY; MEDICINE; ENGINEERING) OR RELEVANT TO BIOLOGY AND MEDICINE. TUITION WILL BE COVERED BY THE USC VITERBI SCHOOL OF ENGINEERING. SELECTION OF THE FELLOWS WILL BE MADE BY A COMMITTEE CHAIRED BY THE SR. ASSOCIATE DEAN OF ENGINEERING FOR ACADEMIC AFFAIRS, WITH REPRESENTATIVES FROM AMI-USC AND USC STEVENS INSTITUTE FOR INNOVATION. QUALIFIED ENGINEERING DOCTORAL STUDENTS ARE ELIGIBLE FOR CONSIDERATION. CANDIDATES MUST BE NOMINATED BY THEIR RESPECTIVE ENGINEERING DEPARTMENTS. EACH NOMINATED STUDENT WILL BE REQUIRED TO SUBMIT A RESEARCH PROPOSAL FOCUSING ON THE TECHNOLOGICAL INNOVATION AND THE POTENTIAL IMPACT OF THEIR DOCTORAL RESEARCH ON BIOMEDICAL ENGINEERING OR HEALTHCARE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAROL FOLT | ||||||||||||||
| DIRECTOR AS OF 3/1/21 | $0 | $1,322,433 | $0 | $0 | $0 | $1,008,305 | $0 | $28,500 | $0 | $17,123 | $0 | $2,376,361 | $0 | $0 |
| JAMES M STATEN | ||||||||||||||
| DIRECTOR | $0 | $1,382,669 | $0 | $200,000 | $0 | $341,105 | $0 | $128,500 | $0 | $39,955 | $0 | $2,092,229 | $0 | $0 |
| CHARLES F ZUKOSKI | ||||||||||||||
| DIRECTOR AND CHAIR | $0 | $755,370 | $0 | $200,000 | $0 | $67,230 | $0 | $124,623 | $0 | $29,473 | $0 | $1,176,696 | $0 | $0 |
| LAURA MOSQUEDA | ||||||||||||||
| DIRECTOR UNTIL 3/1/21 | $0 | $826,971 | $0 | $125,000 | $0 | $88,362 | $0 | $28,500 | $0 | $23,390 | $0 | $1,092,223 | $0 | $0 |
| YANNIS C YORTSOS | ||||||||||||||
| DIRECTOR | $0 | $431,829 | $0 | $65,000 | $0 | $22,841 | $0 | $28,500 | $0 | $31,599 | $0 | $579,769 | $0 | $0 |
| CAROLYN DOMEN-BROSHEARS | ||||||||||||||
| SECRETARY | $0 | $305,311 | $0 | $50,000 | $0 | $29,418 | $0 | $28,500 | $0 | $4,249 | $0 | $417,478 | $0 | $0 |
| MAJA MATARIC | ||||||||||||||
| DIRECTOR | $0 | $307,072 | $0 | $0 | $0 | $25,736 | $0 | $28,500 | $0 | $41,827 | $0 | $403,135 | $0 | $0 |
| DENNIS M FOSTER | ||||||||||||||
| TREASURER | $0 | $302,993 | $0 | $30,000 | $0 | $5,746 | $0 | $28,500 | $0 | $17,028 | $0 | $384,267 | $0 | $0 |
| JONATHAN G LASCH PHD | ||||||||||||||
| COO/DIRECTOR OF THE INSTITUTE | $0 | $293,173 | $0 | $0 | $0 | $23,654 | $0 | $28,500 | $0 | $29,867 | $0 | $375,194 | $0 | $0 |
| CHRYSOSTOMOS L NIKIAS | ||||||||||||||
| FORMER CHAIRMAN | $0 | $1,585,377 | $0 | $0 | $0 | $11,766 | $0 | $28,500 | $0 | $28,407 | $0 | $1,654,050 | $0 | $0 |
| MICHAEL QUICK | ||||||||||||||
| FORMER DIRECTOR AND CHAIR | $0 | $633,207 | $0 | $200,000 | $0 | $122,927 | $0 | $28,500 | $0 | $10,367 | $0 | $995,001 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3: | THE ORGANIZATION RELIES ON THE UNIVERSITY OF SOUTHERN CALIFORNIA (USC), A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE PRESIDENT. THE COMPENSATION IS DETERMINED ANNUALLY USING THE SAFE HARBOR PROCESS DESCRIBED IN TREASURY REGULATION SECTION 53.4958-6. NAMELY, A COMMITTEE OF THE USC'S BOARD OF TRUSTEES TAKES THE FOLLOWING THREE STEPS: (1) IT ENSURES THAT NO MEMBER OF THE COMMITTEE HAS A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT BEING REVIEWED, (2) IT LOOKS TO COMPARABILITY DATA AND SPECIALIZED COMPENSATION REPORTS (AND IN SOME CASES OPINIONS) PREPARED FOR THE USC BY COMPENSATION CONSULTANTS WITH RESPECT TO SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILARLY SITUATED UNIVERSITIES, AND (3) IT MAINTAINS A CONTEMPORANEOUS RECORD OF ITS DELIBERATIONS AND DECISIONS. |
| SCHEDULE J, PART I, LINE 4B | JAMES M. STATEN: DURING CALENDAR YEAR 2020, SENIOR VICE PRESIDENT, FINANCE AND CFO AT THE UNIVERSITY OF SOUTHERN CALIFORNIA PARTICIPATED IN A RETENTION PROGRAM. A PAYMENT OF $500,000 (ACCRUING AT $100,000 PER YEAR) IS SCHEDULED TO VEST AND BE PAYABLE IN 2021 SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. AN ACCRUAL OF $100,000 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). CHARLES ZUKOSKI: DURING CALENDAR YEAR 2020, PROVOST AND SENIOR VICE PRESIDENT, ACADEMIC AFFAIRS AT THE UNIVERSITY OF SOUTHERN CALIFORNIA PARTICIPATED IN A RETENTION PROGRAM. A PAYMENT OF $500,000(ACCRUING AT $100,000 PER YEAR) IS SCHEDULED TO VEST AND BE PAYABLE IN 2024 SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. AN ACCRUAL OF $100,000 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). OTHER: IN 1994 USC CREATED A 457(F) SUPPLEMENTAL RETIREMENT PLAN TO PROVIDE MAKE-UP BENEFITS TO EMPLOYEES WHOSE COMPENSATION EXCEEDS THE EARNINGS LIMITATION FOR CONTRIBUTIONS TO THE USC DEFINED CONTRIBUTION RETIREMENT PLAN. AS OF JANUARY 1, 2005, THE PLAN WAS FROZEN AND PARTICIPANTS, WITH RESPECT TO FUTURE MAKE-UP BENEFITS, WERE NO LONGER PERMITTED TO DEFER THESE BENEFITS. SCHEDULE J, PART II NONE OF THE OFFICERS AND DIRECTORS OF THIS ORGANIZATION RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION DURING 2020. DURING 2020, THE INDIVIDUALS REPORTED ON SCHEDULE J, PART II WERE EMPLOYEES OF THE UNIVERSITY OF SOUTHERN CALIFORNIA ("USC"), A RELATED ORGANIZATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 & PART III, LINE 1 | THE ALFRED E. MANN INSTITUTE AT THE UNIVERSITY OF SOUTHERN CALIFORNIA ("AMI-USC") IS A NON-PROFIT CORPORATION ENGAGED IN BIOMEDICAL RESEARCH AND DEVELOPMENT. THE INSTITUTE BEGAN WITH THE VISION OF MR. ALFRED E. MANN - CHAIRMAN AND CEO OF MINIMED; CHAIRMAN AND FOUNDER OF SEVERAL OTHER COMPANIES; AND PROMINENT ENTREPRENEUR IN THE FIELD OF BIOMEDICAL TECHNOLOGY - TO ESTABLISH A UNIVERSITY-AFFILIATED ORGANIZATION DEVOTED TO RESEARCH, DEVELOPMENT, AND COMMERCIALIZATION OF NEW BIOMEDICAL TECHNOLOGIES TO IMPROVE HUMAN HEALTH AND WELL-BEING. AS A RESULT OF DISCUSSIONS BETWEEN MR. MANN AND FORMER PRESIDENT STEVEN B. SAMPLE OF THE UNIVERSITY OF SOUTHERN CALIFORNIA, THE INSTITUTE WAS ESTABLISHED AND BECAME AFFILIATED WITH THE UNIVERSITY OF SOUTHERN CALIFORNIA IN 1998. FUNDING FOR THE INSTITUTE IS PROVIDED THROUGH A GIFT OF $112 MILLION FROM ALFRED E. MANN AND THE ALFRED E. MANN FOUNDATION FOR BIOMEDICAL RESEARCH. THE MISSION OF AMI-USC IS TO CONDUCT INNOVATIVE BIOMEDICAL RESEARCH AND TO FOSTER THE DEVELOPMENT AND COMMERCIALIZATION OF BIOMEDICAL DEVICES AND OTHER BIOMEDICAL TECHNOLOGIES. AMI-USC COLLABORATES WITH THE USC FACULTY TO IDENTIFY, VALIDATE, DEVELOP, AND TRANSITION TO PRIVATE INDUSTRY NEW CONCEPTS FOR USE IN PROMOTING PUBLIC HEALTH. ITS AIM IS TO MOVE PROMISING NEW TECHNOLOGY FROM THE IDEA STAGE TO SUCCESSFUL COMMERCIALIZATION IN A SHORT PERIOD OF TIME. AMI-USC PROVIDES RESEARCH OPPORTUNITIES FOR USC FACULTY AND GRADUATE STUDENTS TO SUPPORT THE USC GOAL OF INCREASING KNOWLEDGE FOR THE PUBLIC GOOD. IT ALSO COLLABORATES WITH NOTED CLINICIANS AND RESEARCHERS AT OTHER INSTITUTIONS AS APPROPRIATE. AMI-USC ALSO SUPPORTS A SERIES OF SYMPOSIA IN SELECTED AREAS IN WHICH MEDICAL DEVICE TECHNOLOGY HAS A STRONG ESTABLISHED OR POTENTIAL ROLE IN THE TREATMENT OF AN ECONOMICALLY IMPORTANT CATEGORY OF DISORDERS. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE THAT IS COMPRISED OF THE CHAIRMAN OF THE BOARD AND TWO ADDITIONAL DIRECTORS. THE EXECUTIVE COMMITTEE IS RESPONSIBLE TO THE FULL BOARD, IS EMPOWERED TO ACT FOR THE FULL BOARD AS TO AUTHORITIES EXPLICITLY DELEGATED TO THE EXECUTIVE COMMITTEE BY THE BOARD, AND ACTS ON BEHALF OF THE BOARD IN ALL EXECUTIVE DECISIONS DURING PERIODS BETWEEN MEETINGS OF THE FULL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING INDIVIDUALS WERE EMPLOYEES AT THE UNIVERSITY OF SOUTHERN CALIFORNIA DURING FY21: CAROL L.FOLT CHRYSOSTOMOS L. NIKIAS LAURA MOSQUEDA CAROLYN DOMEN-BROSHEARS CHARLES F. ZUKOSKI MICHAEL QUICK JAMES M. STATEN YANNIS C. YORTSOS MAJA MATARIC DENNIS M. FOSTER JONATHAN G. LASCH, PHD |
| FORM 990, PART VI, SECTION A, LINES 6, 7(A) & 7(B) | PURSUANT TO THE ORGANIZATION'S BYLAWS, MEMBERS HAVE THE RIGHT TO NOT ONLY ELECT DIRECTORS BUT ALSO TO VOTE TO (A) AMEND THE BYLAWS OR THE CERTIFICATE OF INCORPORATION, (B) ENTER INTO SUBSTANTIAL LOANS ON BEHALF OF THE CORPORATION, (C) AUTHORIZE A MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION, (D) AUTHORIZE THE TRANSFER OR LIEN OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, OR (E) AUTHORIZE ANY ACTION THAT MAY ADVERSELY IMPACT THE CORPORATION'S STATUS AS A TAX-EXEMPT SUPPORTING ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | AMI-USC'S FORM 990 IS REVIEWED AT SEVERAL LEVELS. THE ORGANIZATION ENGAGES AN EXTERNAL PUBLIC ACCOUNTING FIRM TO ASSIST IN THE PREPARATION AND REVIEW OF ITS FORM 990 AND WHO SIGNS AS PAID PREPARER. THE REVIEW OF FORM 990 IS CONDUCTED PRIOR TO IT BEING FILED BY MANAGEMENT OF THE UNIVERSITY OF SOUTHERN CALIFORNIA AND THE FORM IS ALSO PROVIDED TO EACH MEMBER OF THE GOVERNING BOARD PRIOR TO BE FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | AMI-USC MAINTAINS A CONFLICT OF INTEREST POLICY FOR MEMBERS OF THE BOARD OF DIRECTORS. IN GENERAL, THE POLICY REQUIRES THAT A DIRECTOR MUST AVOID USING HIS OR HER POSITION FOR PERSONAL GAIN OR ADVANTAGE, OR TO OBTAIN A FAVORED STATUS FOR ANY SPECIAL GROUP, BUSINESS, OR FAMILY ENTITY WITH WHICH THE DIRECTOR IS AFFILIATED. THE POLICY APPLIES TO ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS. A DIRECTOR WILL CONTINUE TO BE SUBJECT TO THE POLICY FOR FIVE YEARS AFTER LEAVING THE BOARD. IF A DIRECTOR BECOMES AWARE OF A FINANCIAL INTEREST THAT MAY BE MATERIAL, HE OR SHE IS REQUIRED TO DISCLOSE THAT FINANCIAL INTEREST TO THE MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. SUCH DISCLOSURE IS IN ADDITION TO THE REQUIRED ANNUAL DISCLOSURES. THE PROCEDURE THAT THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS FOLLOW IN REVIEWING A POTENTIAL CONFLICT OF INTEREST IS CONSISTENT WITH THE PROTOCOL DESCRIBED IN THE UNIVERSITY OF SOUTHERN CALIFORNIA'S CONFLICT OF INTEREST POLICY FOR MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINES 13-14 | AMI-USC FOLLOWS THE UNIVERSITY OF SOUTHERN CALIFORNIA'S WRITTEN DOCUMENT RETENTION AND WHISTLEBLOWER POLICIES WHICH WERE PREVIOUSLY ISSUED BY UNIVERSITY MANAGEMENT AND ARE CURRENTLY IN EFFECT BUT NOT FORMALLY ADOPTED BY THE AMI-USC GOVERNING BODY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. THE ORGANIZATION FOLLOWS THE CONFLICT OF INTEREST POLICY OF THE UNIVERSITY OF SOUTHERN CALIFORNIA WHICH IS MADE AVAILABLE ON THE UNIVERSITY'S WEBSITE. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED AS PART OF A CONSOLIDATED FINANCIAL STATEMENT UNDER THE UNIVERSITY OF SOUTHERN CALIFORNIA WHICH ARE AVAILABLE ON THE UNIVERSITY'S WEBSITE. |
| FORM 990, PART VII, COLUMN (B) | THE INDIVIDUALS REPORTED AS RECEIVING COMPENSATION FROM A RELATED ORGANIZATION IN COLUMNS (E) AND (F) IN FORM 990, PART VII ARE EMPLOYEES AT THE UNIVERSITY OF SOUTHERN CALIFORNIA, A TAX-EXEMPT RELATED ORGANIZATION. EACH OF THESE INDIVIDUALS HAS DEVOTED AN AVERAGE OF 40-50 HOURS PER WEEK TO THEIR POSITIONS AT THE UNIVERSITY OF SOUTHERN CALIFORNIA. |
| FORM 990, PART VII AND PART IX | THE ORGANIZATION REIMBURSES THE UNIVERSITY OF SOUTHERN CALIFORNIA FOR USE OF ITS EMPLOYEES AND OTHER OPERATING COSTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of southern california | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | university gardens UGB 203 | AddressLine1Txt |
| City | los angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951642394 | EIN |
| Primary Activities | education | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 02 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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