2021-04-08T17:19:52-05:00 2020-09-30 930623286 ALDRICH CPAS AND ADVISORS LLP 7676 HAZARD CENTER DRIVE STE 1300 SAN DIEGO CA 92108 990 2019-10-01 330189397 VETERANS MEDICAL RESEARCH FOUNDATION OF SAN DIEGO VETE 8586423070 3350 LA JOLLA VILLAGE DR BLDG 13 SAN DIEGO CA 92161 MARIA SITTMANN EXECUTIVE DIRECTOR/CEO 8586423375 2021-03-04 1 ELSA A ROMERO P00485021 6198104940 2021-03-04 2019 2022-09-23 18:48:47Z MARIA SITTMANN 3350 LA JOLLA VILLAGE DR BLDG 13 SAN DIEGO CA 92161 15896245 0 X WWW.VMRF.ORG X 1989 CA TO ENHANCE THE HEALTH OF VETERANS OF ALL GENERATIONS THROUGH RESEARCH AND EDUCATION. 14 13 181 1 0 0 9887982 11796712 4943731 4079682 20280 19851 0 0 14851993 15896245 0 0 0 0 10942612 11440048 0 0 0 4204891 4675697 15147503 16115745 -295510 -219500 6701268 8524692 3884498 5927529 2816770 2597163 X HONORING MILITARY SERVICE WITH SCIENCE; OUR BENCH-TO-BEDSIDE APPROACH HAS LED TO BREAKTHROUGHS IN AREAS SUCH AS SHINGLES PREVENTION, HEART DISEASE, METABOLIC DISEASES AND GROUND BREAKING WORK ON POST-TRAUMATIC STRESS DISORDER. 0 0 1501955 DR. IX - KIDNEY TUBLAR DAMAGE AND DYSFUNCTION IDENTIFY A NOVEL AXIS OF CHRONIC KIDNEY:PATHOLOGIC STUDIES DEMONSTRATE THAT KIDNEY TUBULE INJURY, ATROPHY, AND FIBROSIS ARE COMMON FEATURES OF CHRONIC KIDNEY DISEASE (CKD) AND ARE HIGHLY PREDICTIVE OF PROGRESSION TO DIALYSIS. ESTABLISHED CKD RISK FACTORS INCLUDING HYPERTENSION AND ADVANCED AGE ARE ASSOCIATED WITH TUBULAR INJURY AND FIBROSIS ON BIOPSY. HOWEVER, CURRENT CLINICAL ASSESSMENT OF CKD EVALUATES ONLY GLOMERULAR FUNCTION (GFR) AND GLOMERULAR INJURY (ALBUMINURIA), BUT NOT KIDNEY TUBULAR DYSFUNCTION OR INJURY. THE OVERALL HYPOTHESIS OF THIS APPLICATION IS THAT KIDNEY TUBULAR DYSFUNCTION AND INJURY ARE MEASURABLE CONTRIBUTORS TO CKD PATHOGENESIS AND PROGNOSIS. DYSFUNCTION OF THE KIDNEY TUBULES WILL BE ASSESSED BY THREE INDICES: (1) RENAL TUBULE RESISTANCE TO HORMONE ACTIONS OF FGF23 AND PTH; (2) ACID/BASE HOMEOSTASIS; AND (3) URINE RE-ABSORPTIVE CAPACITY. WE WILL: (1) DETERMINE THE ASSOCIATION OF KIDNEY TUBULAR DYSFUNCTION AND INJURY WITH RISK OF CVD EVENTS, (2) DETERMINE THE ASSOCIATION OF KIDNEY TUBULAR DYSFUNCTION AND INJURY WITH CKD PROGRESSION, AND (3) DETERMINE WHETHER RANDOMIZATION TO INTENSIVE BLOOD PRESSURE MANAGEMENT ARM OF THE TRIAL SLOWS PROGRESSION OF KIDNEY TUBULAR DYSFUNCTION AND INJURY OVER TIME COMPARED WITH STANDARD BLOOD PRESSURE MANAGEMENT 1197363 DR. GUATELLI-ENHANCEMENT OF INFECTIVITY BY HIV-1 VIA ANTAGONISM OF SERINC PROTEINS.THE PURPOSE OF THIS PROJECT IS TO 1) COMBINE OUR BIOCHEMICAL, CELL BIOLOGIC, AND VIROLOGIC ASSAYS TO VALIDATE AND ELABORATE THESE MECHANISMS 2) DETERMINE THE STRUCTURAL BASIS OF SERINC ANTAGONISM BY NEF. WE AIM TO PROVIDE HIGH-RESOLUTION STRUCTURES OF THE INTERACTION OF NEF WITH SERING PROTEINS AND CLATHRIN ADAPTORS. 3) DETERMINE HOW SERING PROTEINS AFFECT INFECTIVITY IN AN ENV-DEPENDENT MANNER. TO FACILITATE AN UNDERSTANDING OF SERINC FUNCTION, WE WILL CHARACTERIZE A FULL-LENGTH PROTEIN BIOPHYSICALLY AND AIM TO PROVIDE A HIGH-RESOLUTION STRUCTURE. WE WILL TEST THE HYPOTHESIS THAT SERINC PROTEINS INTERACT WITH ENV TO INHIBIT INFECTIVITY AND MAP THE INTERACTION. WE WILL DETERMINE WHETHER SERINC PROTEINS AFFECT THE CONFORMATION OF ENV TRIMERS AS DISPLAYED ON THE CELL SURFACE AND ON VIRIONS. LASTLY, WE WILL ELABORATE A MODEL IN WHICH THE CYTOPLASMIC DOMAIN OF ENV CONTRIBUTES TO COUNTERACTION OF SERING PROTEINS. WHEN THE PROPOSED EXPERIMENTS ARE COMPLETE, WE SHOULD HAVE A HIGH RESOLUTION MECHANISTIC UNDERSTANDING OF HOW NEF COUNTERACTS THE INHIBITORY INFLUENCE OF THE SERINC PROTEINS ON VIRAL INFECTIVITY, AND A MODEL FOR HOW THE ACTIVITY OF ENV IS INHIBITED BY THESE PROTEINS. 636798 DR. GUPTA - POST-POLYPECTOMY SURVEILLANCE FOR REDUCING COLON CANCER INCIDENCE AND MORTALITY: OUR SPECIFIC AIMS ARE TO DETERMINE WHETHER POST-POLYPECTOMY SURVEILLANCE COLONOSCOPY REDUCES COLORECTAL CANCER (CRC) INCIDENCE (AIM 1) AND MORTALITY (AIM 2). WE HYPOTHESIZE THAT GUIDELINE-RECOMMENDED SURVEILLANCE REDUCES CRC INCIDENCE AND MORTALITY. TO ACCOMPLISH THESE GOALS, WE PLAN TO CONDUCT A CASE-COHORT STUDY. THE STUDY BASE CONSISTS OF VETERANS WHO HAD A BASELINE COLONOSCOPY WITH POLYPECTOMY. FROM THE STUDY BASE, WE WILL IDENTIFY ALL INDIVIDUALS WITH INCIDENT AND/OR FATAL CRC SUBSEQUENT TO BASELINE POLYPECTOMY. INCIDENT AND FATAL CRC WILL BE ASCERTAINED BY THE ONCOLOGY DOMAIN AND THE NATIONAL DEATH INDEX (NDI), RESPECTIVELY. ELECTRONIC HEALTH RECORDS (EHRS) FOR CANDIDATE CASES AND SUBCOHORT MEMBERS WILL BE REVIEWED TO ASSESS INCLUSION AND EXCLUSION CRITERIA. WE WILL INCLUDE ALL INDIVIDUALS CONFIRMED TO HAVE HAD BASELINE POLYPECTOMY OF AN ADENOMA OR SESSILE SERRATED ADENOMA/POLYP (SSA/P) WITH EXAM COMPLETE TO THE CECUM. WE WILL EXCLUDE INDIVIDUALS THAT HAD POOR BOWEL PREP, AS WELL AS THOSE WITH INCREASED RISK FOR CRC (DEFINED AS PRIOR OR BASELINE CRC, PRIOR OR BASELINE INFLAMMATORY BOWEL DISEASE, FAMILY HISTORY OF CRC, AND/OR ANY KNOWN HEREDITARY CANCER SYNDROMES). 8660419 4079682 VETERANS MEDICAL RESEARCH FOUNDATION OF SAN DIEGO, WHERE WE HONOR SERVICE WITH SCIENCE, IS THE REGION'S ONLY MEDICAL RESEARCH INSTITUTE DEDICATED TO VETERANS. WE FACILITATE WORLD-CLASS RESEARCH AT THE VA SAN DIEGO HEALTHCARE SYSTEM THAT PROVIDES IMPROVEMENTS FOR VETERANS' HEALTHCARE. WHILE FOCUSED ON VETERANS, OUR MEDICAL ADVANCES EXTEND TO THE ENTIRE POPULATION AND RAISE THE STANDARD OF CARE FOR EVERYONE. 8660419 4079682 11996535 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 1 181 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ADAM CASSIUS CFO 8586423069 3350 LA JOLLA VILLAGE DRIVE BLDG 13 SAN DIEGO CA 92161 PHILLIP L JELSMA CHAIRMAN 4.00 X X 0 0 0 FRANCIS GABBAI MD VICE PRESIDENT 1.00 X X 0 0 0 KATHLEEN KIM MD MPH DIRECTOR 1.00 X 0 0 0 WILLIAM CARON DIRECTOR 1.00 X 0 0 0 PAUL PEARIGEN MDRDML USN RET DIRECTOR 1.00 X 0 0 0 ROBIN SAMIT DIRECTOR 1.00 X 0 0 0 KIRK JORGENSEN DIRECTOR 1.00 X 0 0 0 ROBERT B HALDER MDRADMUSN RET DIRECTOR 1.00 X 0 0 0 BARBARA NOERENBERG DIRECTOR 1.00 X 0 0 0 GERHARD SCHULTEIS PHD DIRECTOR 1.00 X 0 0 0 ROBERT SMITH MD DIRECTOR 1.00 X 0 0 0 LEENDERT HERING RADM USN RET DIRECTOR 1.00 X 0 0 0 SHARON L FOSTER PH D DIRECTOR 1.00 X 0 0 0 PETE HEKMAN VADM USN RET DIRECTOR 1.00 X 0 0 0 MARIA SITTMANN EXECUTIVE DIRECTOR/CEO 40.00 X 273464 0 48468 ADAM CASSIUS CFO 40.00 X 153941 0 26081 RUTH M HARBECKE RESEARCH ASSOCIATE 40.00 X 128797 0 44466 JEAN FREISER PRE AWARD DIRECTOR 40.00 X 109341 0 19017 MARI BRAY VMU DIRECTOR 40.00 X 106653 0 15044 MEI HUA GAO RESEARCH ASSOCIATE 40.00 X 103110 0 29503 MATTHEW DOEHNER POST AWARD DIRECTOR 40.00 X 108654 0 25890 983960 0 208469 9 0 1 0 REGENTS OF THE UNIVERSITY OF CALIFORNIA 9500 GILMAN DRIVE LA JOLLA CA 92093 LAB SERVICES 317389 SERVPRO SAN DIEGO 704 J STREET SAN DIEGO CA 92101 BUILDING REPAIRS 221188 2 11625141 171571 11796712 RECHARGE INCOME 541700 2094831 2094831 CLINICAL RESEARCH REVENUE 541700 1439076 1439076 GRANT REVENUE 541700 545775 545775 4079682 19851 19851 15896245 4079682 0 19851 X 528538 528538 9305673 7520101 1785572 331343 198036 133307 763347 540492 222855 511147 350548 160599 571487 78748 492739 14992 14992 45123 45123 1493 1493 2351281 2187028 164253 3535 3535 919472 811681 107791 150678 64781 85897 14814 14814 1708 1336 372 41426 41426 87185 50519 36666 2503 2503 124630 7320 117310 188618 188618 SALES TAX 59998 53185 6813 0 POSTAGE AND FREIGHT 33691 30385 3306 0 PUBLICATION FEES 31115 28615 2500 0 OTHER EXPENSES 28316 10417 17899 0 3632 3390 242 16115745 11996535 4119210 0 1102096 4180568 2499076 0 537952 170879 1766819 3298862 212825 269263 7710920 7105800 582500 605120 6701268 8524692 1770743 2685674 2113755 1691182 0 1550673 3884498 5927529 X 2671779 2436851 144991 160312 2816770 2597163 6701268 8524692 -219500 -107 0 X 0 1 X 1 1 1 X 15134591 14599053 11430758 9887802 11796712 62848916 15134591 14599053 11430758 9887802 11796712 62848916 62848916 17074 41544 12923 20280 19851 111672 62960588 22617181 0.99820 0.99850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1493 1493 0 PART II-B, LINE 1: VMRF IS A MEMBER OF NAVREF (NATIONAL ASSOCIATION OF VETERAN RESEARCH & EDUCATION FOUNDATIONS), AIRI (ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES) AND CALIFORNIA CHAMBER OF COMMERCE AND A SMALL PORTION OF THE MEMBERSHIP AMOUNT IS ATTRIBUTED TO LOBBYING. 5747970 5365476 382494 1962950 1740324 222626 605120 PPP LOAN 1488389 CAPITAL LEASES 62284 1550673 X 15896245 0 15896245 0 15896245 16115745 0 16115745 0 16115745 PART X, LINE 2: THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED SEPTEMBER 30, 2020 AND 2019. X X X X X 0 0 0 0 0 0 0 0 0 MARIA SITTMANN EXECUTIVE DIRECTOR/CEO 273464 0 0 0 0 0 25000 0 23468 0 321932 0 0 0 ADAM CASSIUS CFO 153941 0 0 0 0 0 0 0 26081 0 180022 0 0 0 RUTH M HARBECKE RESEARCH ASSOCIATE 128797 0 0 0 0 0 17038 0 27428 0 173263 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE VETERANS MEDICAL RESEARCH FOUNDATION BOARD OF DIRECTORS INCLUDES FOUR (4) MANDATORY BOARD MEMBERS REPRESENTING THE VA SAN DIEGO HEALTHCARE SYSTEM (VASDHS) AND ONE BOARD MEMBER REPRESENTING VA SOUTHERN NEVADA HEALTHCARE SYSTEM (VASNHS). THESE MEMBERS ARE THE VASDHS DIRECTOR, CHIEF OF STAFF, ASSOCIATE CHIEF OF STAFF FOR RESEARCH AND DEVELOPMENT, THE ASSOCIATE CHIEF OF STAFF FOR EDUCATION, AND THE VASNHS DIRECTOR. ALL OF THESE VAS LEADERS ARE ULTIMATELY HIRED AND APPROVED BY THE DEPARTMENT OF VETERANS AFFAIRS VETERANS HEALTH ADMINISTRATION. FORM 990, PART VI, SECTION A, LINE 7B THE VETERANS MEDICAL RESEARCH FOUNDATION'S BOARD MEMBERS MUST BE SPECIFICALLY APPROVED BY THE DIRECTOR OF VASDHS. THE DIRECTOR OF THE VASDHS IS A VOTING MEMBER OF THE VMRF BOARD OF DIRECTORS AND HAS THE SAME VOTING RIGHTS AS ALL OTHER VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B AFTER INTERNAL REVIEW BY THE EXECUTIVE DIRECTOR, CFO, AND THE ACCOUNTING DIRECTOR, THE AUDITORS REVIEW THE 990 WITH THE AUDIT COMMITTEE. THE 990 IS THEN DISTRIBUTED TO THE BOARD PRIOR TO FINAL APPROVAL BY THE EXECUTIVE DIRECTOR AND CEO. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS AND EXECUTIVE OFFICERS ARE REQUIRED TO COMPLETE AND SIGN A COI DISCLOSURE QUESTIONNAIRE (INCLUDING DISCLOSURE PERTAINING TO SPOUSE OR DEPENDENT CHILDREN) AND TO SIGN A VMRF COI AFFIRMATION OF COMPLIANCE STATEMENT. VMRF'S POLICY ON COI INCLUDES DISCLOSURE REQUIREMENTS, PROCEDURES FOR REVIEW OF POTENTIAL CONFLICTS AND ADDRESSING CONFLICTS OF INTERESTS, AS WELL AS PROVISIONS ON WHAT DISCIPLINARY ACTIONS TO TAKE IN CASE OF VIOLATIONS OF THE BOARD APPROVED COI POLICY. INTERESTED PARTIES WITH A POTENTIAL COI RE: PROPOSED ACTION, POLICY, OR TRANSACTION OF VMRF SHALL NOT PARTICIPATE IN ANY WAY OR BE PRESENT DURING THE DELIBERATION AND DECISION-MAKING FOR SUCH ACTION. ALL ANNUAL BOARD AND KEY EMPLOYEE DISCLOSURE FORMS ARE REVIEWED BY THE EXECUTIVE DIRECTOR. IF THERE ARE CONFLICTS, THEY WILL BE MANAGED AS PER POLICY. THE EXECUTIVE DIRECTOR'S DISCLOSURE IS REVIEWED BY THE BOARD CHAIRMAN AND IF RESEARCH RELATED, BY THE INSTITUTIONAL INDEPENDENT REVIEW BOARD. FORM 990, PART VI, SECTION B, LINE 15 SALARIES OF EXECUTIVE OFFICERS WERE REVIEWED AND RECOMMENDED FOR BOARD APPROVAL BY THE COMPENSATION COMMITTEE. SALARY REVIEWS INCORPORATE PERFORMANCE REVIEW RESULTS AND JOB SPECIFIC COMPARISON SALARY DATA FROM LIKE ORGANIZATIONS, AS WELL AS TWO NATIONAL SALARY SURVEYS. THE TO-BE-EVALUATED PERSON DOES NOT PARTICIPATE IN THE SALARY DISCUSSION OR DECISION MAKING PROCESS AND IS EXCUSED FROM THAT PART OF THE MEETING(S). THE BOARD CHAIRMAN IS THE ONLY PAID BOARD MEMBER AND THE CHAIRMAN'S HONORARIUM WAS BOARD APPROVED. FORM 990, PART VI, SECTION C, LINE 18 IT IS NOTED ON THE WEBSITE THAT THESE DOCUMENTS ARE AVAILABLE UPON REQUEST BY CONTACTING THE VMRF CFO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE A133 AUDITED FINANCIALS AVAILABLE ONLY IF REQUIRED BY A GRANTOR. FORM 990, PART IX, LINE 11G SUBCONTRACTOR EXPENSES: PROGRAM SERVICE EXPENSES 2,187,028. MANAGEMENT AND GENERAL EXPENSES 164,253. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,351,281.