LA JOLLA INSTITUTE FOR IMMUNOLOGY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LA JOLLA INSTITUTE FOR IMMUNOLOGY (EIN 33-0328688)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-17
- IRS object ID
- 202103229349300400
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-17T23:58:42-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 Town Center Drive Suite 1200 | AddressLine1Txt |
| City | Costa Mesa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926261924 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330328688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | La Jolla Institute for Immunology | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAJO | BusinessNameControlTxt |
| Phone | 8587526500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 Athena Circle | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371387 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Stryjewski | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8587526500 | PhoneNum |
| Signature | 2021-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Richard | PersonFirstNm |
| Person Last | Stryjewski | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John W Sadoff Jr | PreparerPersonNm |
| PTIN | P00540589 | PTIN |
| Phone | 7144367100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Richard Stryjewski | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 Athena Circle | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $80,623,646 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.lji.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Biomedical research dedicated to improving human health through studies of the immune system. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 478 | TotalEmployeeCnt |
| Total Volunteers | 84 | TotalVolunteersCnt |
| Total Gross UBI | $527,258 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $150,216 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $58,096,830 | PYContributionsGrantsAmt |
| CY Contributions Grants | $67,178,581 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,349,335 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,469,412 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,740,790 | PYInvestmentIncomeAmt |
| CY Investment Income | $593,426 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,455,500 | PYOtherRevenueAmt |
| CY Other Revenue | $1,382,227 | CYOtherRevenueAmt |
| PY Total Revenue | $68,642,455 | PYTotalRevenueAmt |
| CY Total Revenue | $80,623,646 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $769,190 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,119,601 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,553,331 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,998,175 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,088,501 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,836,716 | PYOtherExpensesAmt |
| CY Other Expenses | $43,052,265 | CYOtherExpensesAmt |
| PY Total Expenses | $70,159,237 | PYTotalExpensesAmt |
| CY Total Expenses | $81,170,041 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,516,782 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$546,395 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,722,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,537,089 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,233,372 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,594,395 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,489,089 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,942,694 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | At La Jolla Institute for Immunology, our scientists focus on understanding how the immune system works in order to promote human health and prevent disease. Our discoveries apply to many diseases, ranging from diabetes to heart disease, infectious diseases to cancer. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $71,726,530 | ExpenseAmt |
| Grant | $1,119,601 | GrantAmt |
| Revenue | $11,469,412 | RevenueAmt |
| Desc | The La Jolla Institute for Immunology ("LJI") is a private, nonprofit medical research organization and global leader committed to advancing our understanding of the power of the immune system. Through collaboration and creativity, LJI applies that knowledge toward the goal of Life Without Disease. The Institute is home to 20 independent laboratories, each operated by a leading scientist dedicated to shining light on an important aspect of the immune system. Our faculty lay the foundation for better treatments for a wide range of diseases and train the next generation of scientists to be pioneers in the field. | Desc |
| Total Program Service Expenses | $71,726,530 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 150 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 478 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard Stryjewski | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587526500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 Athena Circle | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371387 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Mitchell Kronenberg | |||||||||
| President & CSO | 40.00 | 0.00 | Yes (X) | Yes (X) | $580,450 | $0 | $77,787 | ||
| Anthony Carr | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Barton J Cohen | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David A Brenner MD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David Dominguez | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David M Rickey | |||||||||
| Director (Start 02/27/2020) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David R Webb PhD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric V Zwisler | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Franois Ferr PhD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gail K Naughton PhD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Genevive T Jacobs | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Hunt Pettit | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J Mark Waxman JD | |||||||||
| Director (Start 02/27/2020) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John E Major Chair | |||||||||
| Director (End 05/29/2020) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kristine Charton JD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Larry S Spitcaufsky | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lynda Stuart MD PhD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark V Bowles | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael D Coit | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mitsuo Satoh PhD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Pamela K Wasserman MPH | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul Thiel | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard S Bodman | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert C Dynes PhD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert W Mahley MD PhD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sandor W Shapery JD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas L Tullie | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Vanessa V Wertheim PhD MBA RN | |||||||||
| Director (End 05/19/2020) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Dollar | |||||||||
| CFO | 40.00 | 0.00 | Yes (X) | $283,029 | $0 | $48,165 | |||
| Stephen Wilson | |||||||||
| EVP, COO & CTO | 40.00 | 0.00 | $442,704 | $0 | $100,765 | Yes (X) | |||
| Michael Croft | |||||||||
| Division Head/Professor | 40.00 | 0.00 | $333,908 | $0 | $72,831 | Yes (X) | |||
| Alessandro Sette | |||||||||
| Division Head/Center Head/Prof | 40.00 | 0.00 | $524,511 | $0 | $98,265 | Yes (X) | |||
| Erica Saphire | |||||||||
| Professor | 40.00 | 0.00 | $387,759 | $0 | $67,026 | Yes (X) | |||
| Catherine Hedrick | |||||||||
| Professor | 40.00 | 0.00 | $334,888 | $0 | $69,759 | Yes (X) | |||
| Klaus Ley | |||||||||
| Division Head/Professor | 40.00 | 0.00 | $316,999 | $0 | $59,055 | Yes (X) | |||
| Stephen P Schoenberger | |||||||||
| Professor | 40.00 | 0.00 | $277,591 | $0 | $78,300 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,481,839 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $671,953 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 69 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| A&A Labs LLC | |||||
| 9863 Pacific Heights Blvd Ste F | San Diego | CA | 92121 | Lab supplies | $827,576 |
| Pestotnik LLP | |||||
| 501 West Broadway Ste 1025 | San Diego | CA | 92101 | Legal services | $412,210 |
| Zalgen Labs LLC | |||||
| 20271 Goldenrod Ln Suite 2083 | Germantown | MD | 20876 | AB services | $328,339 |
| 1903 Solutions LLC | |||||
| 2549 Eastbluff Dr Ste 378 | Newport Beach | CA | 92660 | Computer hardware and security | $174,164 |
| ML Weekes & Company PC | |||||
| 800 Village Walk 166 | Guilford | CT | 06437 | Consulting | $163,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $33,524 | FederatedCampaignsAmt |
| Government Grants | $41,761,831 | GovernmentGrantsAmt |
| All Other Contributions | $25,383,226 | AllOtherContributionsAmt |
| Total Contributions | $67,178,581 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Consortium Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,469,412 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,469,412 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,469,412 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $389,971 | TotalRevenueColumnAmt |
| Exclusion | $389,971 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $201,770 | TotalRevenueColumnAmt |
| Exclusion | $201,770 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $203,455 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $203,455 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $203,455 | TotalRevenueColumnAmt |
| Exclusion | $203,455 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Building Management | 531312 | $286,454 | $286,454 | |
| Technical Services | 541900 | $240,804 | $240,804 | |
| Contract Service | 900099 | $177,001 | $177,001 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $476,198 | TotalRevenueColumnAmt |
| Exclusion | $476,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,180,457 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,623,646 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,469,412 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $527,258 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,448,395 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,995 | TotalAmt |
| Program Services | $27,995 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,091,606 | TotalAmt |
| Program Services | $1,091,606 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,939,639 | TotalAmt |
| Program Services | $1,640,307 | ProgramServicesAmt |
| Management And General | $253,383 | ManagementAndGeneralAmt |
| Fundraising | $45,949 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,753,215 | TotalAmt |
| Program Services | $22,671,916 | ProgramServicesAmt |
| Management And General | $3,457,725 | ManagementAndGeneralAmt |
| Fundraising | $623,574 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,750,051 | TotalAmt |
| Program Services | $2,355,512 | ProgramServicesAmt |
| Management And General | $326,312 | ManagementAndGeneralAmt |
| Fundraising | $68,227 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,601,129 | TotalAmt |
| Program Services | $3,033,690 | ProgramServicesAmt |
| Management And General | $468,255 | ManagementAndGeneralAmt |
| Fundraising | $99,184 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,954,141 | TotalAmt |
| Program Services | $1,673,788 | ProgramServicesAmt |
| Management And General | $231,872 | ManagementAndGeneralAmt |
| Fundraising | $48,481 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $847,522 | TotalAmt |
| Program Services | $104,921 | ProgramServicesAmt |
| Management And General | $742,601 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,864 | TotalAmt |
| Management And General | $401,864 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $949,356 | TotalAmt |
| Program Services | $793,871 | ProgramServicesAmt |
| Management And General | $90,174 | ManagementAndGeneralAmt |
| Fundraising | $65,311 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,769 | TotalAmt |
| Program Services | $366,669 | ProgramServicesAmt |
| Management And General | $307,844 | ManagementAndGeneralAmt |
| Fundraising | $5,256 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,045 | TotalAmt |
| Program Services | $63,981 | ProgramServicesAmt |
| Management And General | $39,965 | ManagementAndGeneralAmt |
| Fundraising | $36,099 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,911,754 | TotalAmt |
| Program Services | $1,810,526 | ProgramServicesAmt |
| Management And General | $91,909 | ManagementAndGeneralAmt |
| Fundraising | $9,319 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,351,070 | TotalAmt |
| Program Services | $7,569,655 | ProgramServicesAmt |
| Management And General | $741,359 | ManagementAndGeneralAmt |
| Fundraising | $40,056 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,406 | TotalAmt |
| Program Services | $174,129 | ProgramServicesAmt |
| Management And General | $8,669 | ManagementAndGeneralAmt |
| Fundraising | $5,608 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,883 | TotalAmt |
| Program Services | $45,217 | ProgramServicesAmt |
| Management And General | $17,786 | ManagementAndGeneralAmt |
| Fundraising | $2,880 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,108,625 | TotalAmt |
| Program Services | $4,108,625 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,102 | TotalAmt |
| Program Services | $260,113 | ProgramServicesAmt |
| Management And General | $25,604 | ManagementAndGeneralAmt |
| Fundraising | $1,385 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Lab Supplies Service | $11,986,207 | $11,912,973 | $73,234 | |
| Consortium | $9,651,554 | $9,651,554 | ||
| Manuscripts Costs | $1,876,795 | $774,294 | $1,065,329 | $37,172 |
| Other Expenses | $1,606,313 | $1,595,188 | $11,125 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,170,041 | TotalAmt |
| Program Services | $71,726,530 | ProgramServicesAmt |
| Management And General | $8,355,010 | ManagementAndGeneralAmt |
| Fundraising | $1,088,501 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,517,882 | BOYAmt |
| EOY | $13,205,247 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,223,696 | BOYAmt |
| EOY | $14,085,143 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,858 | BOYAmt |
| EOY | $288,077 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,008,011 | BOYAmt |
| EOY | $869,521 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $949,703 | BOYAmt |
| EOY | $1,282,772 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,282,604 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,652,426 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,750,709 | BOYAmt |
| EOY | $18,630,178 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,254,602 | BOYAmt |
| EOY | $12,176,151 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,722,461 | BOYAmt |
| EOY | $60,537,089 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,281,365 | BOYAmt |
| EOY | $17,515,141 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,213,029 | BOYAmt |
| EOY | $5,243,053 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,738,978 | BOYAmt |
| EOY | $14,836,201 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,233,372 | BOYAmt |
| EOY | $37,594,395 | 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 | $15,627,555 | BOYAmt |
| EOY | $10,985,160 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,861,534 | BOYAmt |
| EOY | $11,957,534 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,489,089 | BOYAmt |
| EOY | $22,942,694 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,722,461 | BOYAmt |
| EOY | $60,537,089 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$546,395 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Th University of California San Diego | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,328 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,328 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,455,024 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,878,361 | DepreciationAmt |
| Book Value | $4,576,663 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,740,252 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,701,737 | DepreciationAmt |
| Book Value | $14,038,515 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,000 | OtherCostOrOtherBasisAmt |
| Book Value | $15,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,630,178 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $80,624,000 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $354 | OtherRevenueAmt |
| Revenue Not Reported | $354 | RevenueNotReportedAmt |
| Revenue Subtotal | $80,623,646 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $80,623,646 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $81,170,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$41 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$41 | ExpensesNotReportedAmt |
| Expenses Subtotal | $81,170,041 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $81,170,041 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The Institute is subject to federal and state income taxes on unrelated business income as defined under IRC Sections 511 through 515. For each of the years ended December 31, 2020 and 2019, taxes are recorded when paid and no provision for income tax has been made. The Institute had no unrecognized tax benefits or liabilities as of December 31, 2020 and 2019. |
| Part XI, Line 2d - Other Adjustments: | Rounding 354. |
| Part XII, Line 2d - Other Adjustments: | Rounding -41. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| South America | 0 | 0 | Program Services | Research | $46,210 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Research | $5,537 |
| North America | 0 | 0 | Program Services | Research | $49,278 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Program Services | Research | $404,580 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Program Services | Research | $107,181 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Program Services | Research | $77,618 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Program Services | Research | $163,243 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Program Services | Research | $34,969 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Program Services | Research | $202,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $888,616 | SubtotalSpentAmt |
| Continuation Spent | $202,990 | ContinuationSpentAmt |
| Total Spent | $1,091,606 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Detailed invoices are received, compared to budgeted subcontract amounts, and approved, prior to payment by LJI faculty. LJI may request additional detail or support for any unusual items. Additionally, scientific reports from subcontractors are received and reviewed by LJI investigators. |
| Part III Accounting Method: | |
| Part I, Line 3, Column (F): | Accrual method |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | LJI supports certain charities whose mission is inline with our research. This support is not in the form of grants, but rather contributions. Therefore, documentation exists over payment of contributions. Formal monitoring and selections procedures not considered necessary. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mitchell Kronenberg | ||||||||||||||
| President & CSO | $552,665 | $0 | $19,000 | $0 | $8,785 | $0 | $62,250 | $0 | $15,537 | $0 | $658,237 | $0 | $0 | $0 |
| Alessandro Sette | ||||||||||||||
| Division Head/Center Head/Prof | $476,660 | $0 | $43,092 | $0 | $4,759 | $0 | $62,250 | $0 | $36,015 | $0 | $622,776 | $0 | $0 | $0 |
| Stephen Wilson | ||||||||||||||
| EVP, COO & CTO | $420,490 | $0 | $20,075 | $0 | $2,139 | $0 | $62,032 | $0 | $38,733 | $0 | $543,469 | $0 | $0 | $0 |
| Erica Saphire | ||||||||||||||
| Professor | $351,366 | $0 | $0 | $0 | $36,393 | $0 | $42,750 | $0 | $24,276 | $0 | $454,785 | $0 | $0 | $0 |
| Michael Croft | ||||||||||||||
| Division Head/Professor | $330,667 | $0 | $0 | $0 | $3,241 | $0 | $50,213 | $0 | $22,618 | $0 | $406,739 | $0 | $0 | $0 |
| Catherine Hedrick | ||||||||||||||
| Professor | $317,362 | $0 | $0 | $0 | $17,526 | $0 | $48,299 | $0 | $21,460 | $0 | $404,647 | $0 | $0 | $0 |
| Klaus Ley | ||||||||||||||
| Division Head/Professor | $312,240 | $0 | $0 | $0 | $4,759 | $0 | $46,933 | $0 | $12,122 | $0 | $376,054 | $0 | $0 | $0 |
| Stephen P Schoenberger | ||||||||||||||
| Professor | $274,917 | $0 | $0 | $0 | $2,674 | $0 | $42,443 | $0 | $35,857 | $0 | $355,891 | $0 | $0 | $0 |
| Michael Dollar | ||||||||||||||
| CFO | $239,794 | $0 | $19,500 | $0 | $23,735 | $0 | $20,085 | $0 | $28,080 | $0 | $331,194 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART V | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $350,000 | OriginalPrincipalAmt |
| Balance Due | $288,077 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $288,077 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART V | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Sch L, Part II, Loans to and / or From Interested Persons: | (a) Name of Person: Erica Saphire(b) Relationship Between Interested Person and Organization:Highest Compensated Employee(c) Purpose of Loan: Faculty Housing Loan(d) Loan to or From the Organization: From(e) Original Principal Amount $350,000(f) Balance Due: $288,077(g) In Default: No(h) Approved by board or Committee: Yes(i) Written Agreement: Yes |
| Sch L, Part IV, Business Transactions Involving Interested Persons: | (a) Name of Person: Hilde Cheroutre(b) Relationship Between Interested Person and Organization: Spouse of President and CSO (c) Amount of Transaction: $303,284(d) Description of Transaction: Full Time Employee(e) Sharing of Organization Revenues?: No(a) Name of Person: Substantial Contributor(b) Relationship Between Interested Person and Organization: Substantial Contributor to the Organization.(c) Amount of Transaction: $3,421,688(d) Description of Transaction: Research Funding, Facility Rent, Cost Reimbursements (e) Sharing of Organization Revenues?: No |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
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| Form 990, Part III, Line 4a | In January 2020, before the first COVID-19 cases reached the United States, scientists at LJI began studying T cell reactivity to the SARS-CoV-2 virus. Their work gave the world early evidence that the immune system could indeed fight off the virus, offering hope that a vaccine could be effective. LJI Professors Alessandro Sette, Dr.Biol.Sci., and Shane Crotty, Ph.D., continued this groundbreaking and urgent research throughout 2020. Their labs were the first to share a detailed analysis of the body's adaptive immune response to the virus. Importantly, they showed that people who had previously had common cold coronaviruses had "cross-reactive" T cells that recognized SARS-CoV-2. Their labs also found that a dysfunctional T cell response could explain why the huge variation in COVID-19 outcomes, especially in the elderly. By March 2020, LJI had become a hub for COVID-19 studies, and LJI Professor Erica Ollmann Saphire, Ph.D., launched the Coronavirus Immunotherapeutic Consortium (CoVIC), with backing from the Bill & Melinda Gates Foundation. With more than 50 different efforts currently underway to find therapeutic antibodies across the globe, CoVIC provides a concerted and coordinated effort to compare these antibody candidates side by side under standardized criteria ultimately determining which ones are most likely to protect people and why. Work between the Saphire Lab and researchers at Los Alamos National Laboratory also gave us an early look at how SARS-CoV-2 was mutating as it spread across the globe, alerting many to the development of viral variants. Across the Institute, teams teased apart aspects of SARS-CoV-2. A team of postdoctoral researchers took a comprehensive look at SARS-CoV-2 and what lessons could be applied from the SARS and MERS outbreaks. LJI Professor Bjoern Peters, Ph.D., led a team to investigate the link between BCG vaccination and lower SARS-CoV-2 mortality rates in some countries. The BCG project showed that prior BCG vaccination did not seem to protect against SARS-CoV-2. It was a discouraging finding, but an important clue to how the virus was spreading around the world. In July 2020, Anthony Fauci, M.D., Director of the National Institute of Allergy and Infectious Diseases, came with an LJI study in hand when he testified before a House subcommittee on the nation's COVID-19 response on July 31. Holding up the Cell study, he called the T cell research from the labs of Sette and Crotty, "work we really need to pursue. We're just at the cusp of really understanding the importance of this type of response in COVID." Honors and Accomplishments In recognition of the impact of their peer-reviewed studies, LJI Professors Shane Crotty, Ph.D., Alessandro Sette, Dr. Biol.Sci., and Bjoern Peters, Ph.D., were named "Highly Cited Researchers" by Clarivate for 2020. This accolade means Crotty, Peters and Sette were in the top 1% of citations for their field of study between 2009 and 2019. Early in the pandemic, the Sette Lab received $500,000 in funding from the National Institute of Allergy and Infectious Diseases (NIAID), one of the National Institutes of Health, for research into immune responses to SARS-CoV-2. NIAID awarded more than $6.4 million to Erica Ollmann Saphire, Ph.D., professor at La Jolla Institute for Immunology (LJI), to support research toward COVID-19 antibody therapeutics. With this funding, The Coronavirus Immunotherapeutic Consortium (CoVIC) partnered with NIAID to provide independent evaluation of antibody therapeutics as part of the federal government's Operation Warp Speed. The funding to LJI is fueling ongoing efforts by CoVIC, led by Saphire, to analyze virus-fighting antibodies and track how the novel coronavirus may attempt to escape those antibodies. Saphire also received a $1 million gift from GHR Foundation, an independent global philanthropy based in Minneapolis, MN, to support CoVIC LJI Research Assistant Professor Daniela Weiskopf, Ph.D., was granted $1.4 million from the National Institutes of Health's National Cancer Institute (NCI) to examine the immune response to SARS-CoV-2 in study volunteers from Puerto Rico, where at least 75 percent of the population identifies as Hispanic or Latino. Research into this demographic is critical because the CDC reported that Hispanic and Latino Americans have been hospitalized with COVID-19 at more than four times the rate of white Americans. The five-year project is part of NCI's Serological Sciences Network (SeroNet), the largest coordinated effort to study immunology and COVID-19 in the United States. LJI Professor Catherine C. Hedrick, Ph.D., received $523,914 in funding from the National Institutes of Health's National Heart, Lung, and Blood Institute (NHLBI) to study how immune cells may contribute to cardiovascular problems in COVID-19 patients. Hedrick's work will focus on how the SARS-CoV-2 virus may affect monocytes, a type of immune cell in the bloodstream. LJI Instructor Alba Grifoni, Ph.D., received the Embassy of Italy Award to Honor Young Italian Researchers for Research to Fight COVID-19 from the Italian Scientists and Scholars in North America Foundation (ISSNAF). The award honors Grifoni's significant advances in understanding how the immune system responds to SARS-CoV-2, the virus that causes COVID-19. A team of LJI scientists, led by Suzanne Alarcon, won the XPRIZE Rapid COVID Testing Competition. The team developed and successfully implemented a fast, inexpensive, saliva-based COVID-19 screen that allowed the Institute's laboratories to reopen safely in 2020. The team received $500,000 in guaranteed winnings and is eligible to receive $1 million total as they take steps to make their screening protocol widely available. At the same time, LJI researchers launched new investigations into health threats outside of COVID-19. NHLBI awarded more than $2.3 million to LJI Professor Klaus Ley, M.D., for a new investigation into how a family of molecules called integrins helps the body fight disease. The research could open the door to new cancer therapies or treatments for autoimmune diseases. Sette and LJI Research Assistant Professor Cecilia Lindestam Arlehamn, Ph.D., in a close collaboration with overall study leader Professor David Sulzer, Ph.D., of Columbia University, received $3.5 million as part of a team award from Aligning Science Across Parkinson's (ASAP) to support a three-year study into how immune cells may contribute to Parkinson's disease. In December 2020, Saphire was named Scientist of the Year by ARCS San Diego, a chapter of the Achievement Rewards for College Scientists (ARCS) Foundation. The annual award recognizes Saphire's breakthroughs in structural virology and her leadership of the Coronavirus Immunotherapy Consortium (CoVIC). Notable Research Results In 2020, LJI research teams made discoveries meriting publication in leading peer-reviewed scientific journals 205 papers in all, continuing a trend of very high productivity. Together, they illustrate the range and power of immunology research, the caliber of LJI's faculty and their impact on a broad group of human health issues. Some of the highlights among papers published in 2020 include: LJI Professor Michael Croft, Ph.D., showed a protein called TL1A drives fibrosis in several mouse models, triggering tissue remodeling and making it harder for lungs and airways to function normally. The research suggested that TL1A and its receptor on cells could be targets for therapeutics aimed at reducing fibrosis and tissue remodeling in patients with severe lung disease. LJI Associate Professor Sujan Shresta, Ph.D., found that antibodies against Japanese encephalitis virus (JEV) are "cross-reactive and can also recognize Zika virus. Unfortunately, these antibodies can actually make Zika cases more severe. The research, conducted in mice, is the first to show that T cells can counteract this dangerous phenomenon. A separate Zika study from the Shresta Lab showed that the immune system's T cells have the power to prevent Zika infection in mice. This finding suggests that effective Zika vaccines need to activate T cells to work alongside antibodies. The lab of LJI Professor Klaus Ley, M.D., uncovered an additional role for T cells in atherosclerosis. Ley reported that certain T lymphocytes that start out trying to fight the disease can end up increasing inflammation and making atherosclerosis cases even worse. In the field of allergy research, Grgory Seumois, Ph.D., instructor and director of LJI's Sequencing Core, and LJI Professor Pandurangan Vijayanand, M.D. Ph.D., uncovered a clue to why non-allergic people don't have a strong reaction to house dust mites. They found a previously unknown subset of T cells that may control allergic immune reactions and asthma from ever developing in response to house dust mitesand other possible allergens. |
| Form 990, Part III, Line 4a | The Croft Lab reported a potential way to stop asthma attacks in the first place. The researchers discovered that blocking two immune molecules, called OX40L and CD30L, at the same time is key to preventing asthma attacks in a mouse model. The research points to a way to achieve a strong, long-lasting reduction in asthma exacerbations. The Sette Lab uncovered further evidence linking autoimmunity to the onset of Parkinson's disease. In fact, the researchers report that signs of autoimmunity can appear in Parkinson's disease patients years before their official diagnosis. The research could make it possible to someday detect Parkinson's disease before the onset of debilitating motor symptoms. Also in the field of autoimmunity research, LJI Associate Professor Sonia Sharma, Ph.D., showed that a previously poorly understood enzyme actually inhibits inflammation in blood vessels. The research offers a potential path to treating DADA2, an inflammatory blood vessel disease in children that is similar to Kawasaki disease. In two separate studies, LJI Professor Matthias von Herrath, M.D., uncovered important clues to explain the root of type 1 diabetes. In one study, his lab used a mouse model to suggest that blocking nerve signals to the pancreas could stop patients from ever developing type 1 diabetes. In a second study, the lab found that even healthy people have potentially harmful T cells lurking in the pancreasin surprisingly high numbers. These results add evidence for the theory that type 1 diabetes is not caused by malfunctioning T cells attacking beta cells. LJI scientists also led foundational research into the inner workings of immune cells. LJI Professor Stephen P. Schoenberger, Ph.D., discovered a protective biological switch that, briefly, turns on the immune response at the first whiff of an invaderan important featurebut can also turn off potentially destructive immune rampage that may also occur. This "off" switch can protect against serious, life threatening inflammation. LJI Professor Shane Crotty, Ph.D., investigated how a protein called Bcl6 works as a "master regulator" in the immune system. The research is an important step toward designing vaccines and therapies that can "switch on" the immune cells that help produce disease-fighting antibodies. LJI Professor Catherine C. Hedrick, Ph.D., tracked down the rare stem cells that generate neutrophils in human bone marrow. This research gives scientists a potential path for intervening in diseases where neutrophil development goes awry. LJI Instructor Alex Marki, M.D., and Dr. Ley found that people with sepsis have never-before-seen particles in their blood. The scientists are the first to show that these particles, called elongated neutrophil-derived structures (ENDS), break off of immune cells and change their shape as they course through the body. The Vijayanand Lab also created 3D maps of how enhancer sequences and genes interact in several types of immune cells. Their study opened the door to understanding individual risk for diseases from asthma to cancer. Competitive Research Grant Funding & Research Awards & Distinctions AbViro, LLC, Albert Einstein College of Medicine, American Association for Cancer Research, American Association of Laboratory Animal Science, American Heart Association, Ann & Robert H. Lurie Children's Hospital of Chicago, Bill and Melinda Gates Foundation, Boston Children's Hospital, Bristol Myers Squibb, Cancer Research Institute, Cedars-Sinai Medical Center, Celsense Inc., Chan Zuckerberg Initiative, Chicago BioSolutions, Columbia University, CRDF Global, Crohn's and Colitis Foundation, Cue Biopharma, Inc., Eli Lilly and Company, Emergent Ventures, Emory University, European Commission, GHR Foundation, Gossamer Bio, Gritstone Bio, Halozyme, Inc., Histogen, Inc., Human Vaccines Project, Icahn School of Medicine at Mount Sinai, Integrated Biotherapeutics, International AIDS Vaccine Initiative, Intrepida Bio, Kyowa Kirin Co., Ltd, Kyowa Kirin Pharmaceutical Research, Inc., Leukemia & Lymphoma Society, Lyell Immunopharma, Massachusetts Institute of Technology , National Institute for Biotechnology, National Institutes of Health, Naval Medical Research Center, Navigate BioPharma Services, Inc., Nektar Therapeutics, Novo Nordisk, Oregon health and Science University, Pfizer, Regeneron Pharmaceuticals, Inc., Research Foundation for Mental Hygiene, Inc., Sorrento Therapeutics, Takeda Pharmaceutical Company, The Michael J. Fox Foundation, The Scripps Research Institute, The Washington University, Tremeau Pharmaceuticals, Inc., Tulane University, Turnstone Biologics, Ukko Inc., University of California Berkeley, University of California Irvine, University of California Riverside, University of California San Diego, University of Oxford, University of Pennsylvania, University of Puerto Rico Medical Sciences Campus, University of Wisconsin, Vanderbilt University, Victoria University, Washington University in Saint Louis, Zalgen Labs, LLC. |
| Form 990, Part VI, Section B, line 11b | A draft of the Form 990 is provided to all board members prior to the electronic filing of the tax return. |
| Form 990, Part VI, Section B, line 12c | The Institute administers three separate conflict of interest policies applying to 1) The Board of Directors, 2) Faculty and Senior Administration, and 3) An investigator financial conflict of interest policy required under National Institutes of Health Regulations. The Institute regularly and consistently monitors and enforces these policies in accordance with written procedures, which include the completion of disclosure forms by covered individuals, evaluation of completed forms by a designated conflict review officer, and as necessary, further evaluation and determination by a designated conflict review committee. If a conflict is determined, a management plan is designed and monitored for the specific situation. Such plan may require the covered individual to eliminate the conflict. |
| Form 990, Part VI, Section B, line 15 | Compensation decisions for the institute's CEO and other key employees are made annually. Adjustments, if any, typically take effect on a January 1st cycle. For these purposes, the institute's Human Resources Department obtains relevant market comparability data for each position on an annual basis. In accordance with its charter, the compensation committee of the board of directors reviews and discusses this information, and the performance of the institute's CEO and key employees, and formulates recommended compensation actions to the full board of directors. The board of directors reviews these recommendations and related information in deciding compensation levels for each position. |
| Form 990, Part VI, Section C, line 19 | The Institute makes its governing documents, Conflict of Interest Policy, and Financial Statements available to the public upon request. |
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