HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE (EIN 52-1317896)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-06-24
- IRS object ID
- 202121759349300537
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-24T13:00:41-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371611326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aronson LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE SUITE 600 | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521317896 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 2406942000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720A Rockledge Drive 100 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20817 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Corey Hastings | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Signature | 2021-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert EBY | PreparerPersonNm |
| PTIN | P01682202 | PTIN |
| Phone | 3012316200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dr Joseph Caravalho | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720A Rockledge Drive 100 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $508,987,585 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hjf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | WITH THE MISSION TO ADVANCE MILITARY MEDICINE, THE HENRY M. JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE, INC (HJF) IS A GLOBAL NONPROFIT ORGANIZATION PROVIDING INVESTIGATORS AND CLINICIANS SCIENTIFIC, ADMINISTRATIVE AND PROGRAM MANAGEMENT SERVICES. HJF SERVES AS A TRUSTED AND RESPONSIVE LINK BETWEEN THE MILITARY MEDICAL COMMUNITY, FEDERAL AND PRIVATE PARTNERS, AND THE MILLIONS OF AMERICAN SERVICE FAMILIES , VETERANS AND CIVILIANS WHO BENEFIT FROM THE MEDICAL RESEARCH ADVANCES THAT RESULT FROM THIS WORK. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 2919 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $103,072 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $58,749 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $486,912,404 | PYContributionsGrantsAmt |
| CY Contributions Grants | $473,027,176 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,114,702 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,367,498 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,659,506 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,985,481 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,352,713 | PYOtherRevenueAmt |
| CY Other Revenue | $2,335,093 | CYOtherRevenueAmt |
| PY Total Revenue | $495,039,325 | PYTotalRevenueAmt |
| CY Total Revenue | $479,715,248 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $216,459,530 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $215,838,990 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $233,425 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $287,006,818 | PYOtherExpensesAmt |
| CY Other Expenses | $264,111,800 | CYOtherExpensesAmt |
| PY Total Expenses | $503,466,348 | PYTotalExpensesAmt |
| CY Total Expenses | $479,950,790 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,427,023 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$235,542 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $224,661,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $268,198,754 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $84,777,261 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $129,578,054 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $139,884,177 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $138,620,700 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HJF partners to advance military medicine for our nation's warfighters. As a global nonprofit organization authorized by Congress, HJF provides researchers and clinicians scientific, administrative and program management services. HJF serves as a trusted link between the military medical community, federal and industry partners, and millions of American service families, veterans, and civilians who benefit from its important work. Our warfighters commit to serving the United States of America. HJF helps ensure that military medical innovations reach fruition as quickly and safely as possible, to strengthen these patriots' health and well-being -physically, emotionally, and psychologically-after they serve. Many inventions have been adopted and adapted to benefit civilians over time. As careful stewards of funds from industry partnerships and donors along with grants and contracts from the federal government, HJF carries on the mission of advancing military medicine around the world. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $472,352,298 | ExpenseAmt |
| Revenue | $2,367,498 | RevenueAmt |
| Desc | MEDICAL RESEARCH PROGRAMS: As trusted partners with military medical researchers, important HJF accomplishments include attracting, managing and retaining highly qualified scientific staff to support the priorities of military medicine. Whether it is the senior scientist to lead major initiatives and work collaboratively with US government scientists, or lab techs to perform ongoing research functions, HJF ensures it hires the best and brightest talent to accelerate innovations necessary to advance military medicine. HJF is immensely gratified to report successes in FY20 related to COVID-19 RESEARCH. HJF teams have played a vital role in supporting research partners who pivoted their efforts to studying the novel coronavirus (SARS-CoV-2) and the COVID-19 disease in early 2020. Several research programs went into 24/7 operations with embedded HJF staff working side-by-side with military researchers hyper-focused on finding ways to beat COVID-19. Projects included creating diagnostic tests for COVID-19, developing a vaccine candidate that might apply even to as-yet-unknown coronaviruses, and running clinical trials at several military treatment facilities. One research program quickly initiated two multi-site COVID-19 clinical trials shortly after the initial global pandemic was declared: first, a collaborative, randomized, controlled trial among inpatients with severe COVID-19 disease at DoD military treatment facilities and second, a multidisciplinary observational study of COVID-19 risk factors, clinical course, outcomes, and biomarkers among inpatients and outpatients at DoD military treatment facilities. HJF's scientific and program management staff partner with DoD, academia, government, and industry to run these vital studies and others, with a focus on filling critical gaps in information and improving public health. HJF assisted another infectious disease military research team with the development of a COVID-19 vaccine. The research team selected a lead COVID-19 vaccine candidate to advance manufacturing for human clinical trials. In addition, HJF supported the development of an adjuvant, which is used with the COVID-19 vaccine to increase the immune response. HJF is the coordinator of a consortium that consists of government, nonprofit, academia and industry partners dedicated to improving survival for patients with sepsis in resource limited settings. HJF collaborated with a U.S. military branch to establish the consortium, set research priorities, establish strategic partnerships, and lead overall program implementation. In FY20, this team built upon wearable biosensor technology previously developed with a technology company to track Ebola outbreaks in Africa, applying similar techniques to capture and process continuous physiological data from COVID-19 patients to track disease progression. This program involved military hospitals as well as international sites in Southeast Asia, giving clinicians rapid access to streaming data and analytics. A team of HJF staff is based around the world providing expert operational support to locate and recover the remains of unaccounted-for Department of Defense (DoD) personnel from past conflicts. Their roles reflect their wide range of responsibilities on archeological sites that include archaeologist, historian, program manager, database manager, and more. Their investigation and recovery efforts consist of support for terrestrial and underwater missions, including water and soil testing. In addition to the work performed by the team, HJF collaborates with a wide range of partners, including universities, nonprofit organizations, and others. HJF works with a joint federal agency collaboration focused on creative arts therapies as a highly effective way of improving the health, wellness, and quality of life for military and veteran populations exposed to trauma as well as their families and caregivers. In FY20, 18 creative arts therapists on HJF's team worked in this network, providing art, music, writing and dance/movement therapies, both on-site and through telehealth engagements due to the pandemic. They can be found in a dozen locations across the nation. In FY20, HJF received nearly 200 new awards, grants, agreements, or contracts in addition to the more than 13,000 it has administered since 1983. HJF had more than 1,450 active research protocols in process during FY20 across 19 states and 16 countries, with approximately 2,700 teammates at sites on four continents. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,574,521 | ExpenseAmt |
| Desc | ENDOWMENT PROGRAMS: In FY20, endowments delivered significant program services to the Uniformed Services University for the Health Sciences (USU), particularly for the School of Medicine and the clinical sciences Department of Surgery and Department of Dermatology. Programs include fellowship grants for graduate students studying military medicine at USU. HJF Fellowship Awards provide travel, education, and training support. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,575,131 | ExpenseAmt |
| Desc | PARTNERSHIP IN EDUCATION PROGRAMS: Education accounts provide educational, training, and other approved initiatives related to advancing military medicine. Samples of projects funded through educational initiatives include provisioning of textbooks, travel to medical conferences or courses, and support for exams or manuscript publication. One goal of a specific education fund is to improve the clinical experience for those undergoing in-patient cancer treatment. COVID-19 restrictions isolated these immune-compromised patients and severely limited their options for social engagement and entertainment. This initiative provided iPads loaded with apps for each of 14 treatment rooms and is intended to help patients pass the time while at the clinic. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $476,501,950 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | 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 | false | 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 580 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2919 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | KE | ForeignCountryCd |
| Foreign Country | MZ | ForeignCountryCd |
| Foreign Country | NI | ForeignCountryCd |
| Foreign Country | PE | ForeignCountryCd |
| Foreign Country | SF | ForeignCountryCd |
| Foreign Country | TZ | ForeignCountryCd |
| Foreign Country | TH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | 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 | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daryl Legrande | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2406942000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720A Rockledge Drive Suite 100 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20817 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MR PHILLIP A ODEEN | |||||||
| DIRECTOR-CHAIRMAN | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GAIL WILENSKY | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| GENERAL JOHN JAY M PAXTON JR | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN DRESSENDORFER | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD W THOMAS MD DDS | |||||||
| EX OFFICIO DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE BEVERLY BYRON | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE SALUD CARBJAL | |||||||
| EX OFFICIO DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE US SENATOR JACK REED | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS W WESTON JR | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| US CONGRESSMAN SCOTT DESJARLAIS | |||||||
| EX OFFICIO DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| US SENATOR JAMES INHOFE | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| AIDA LEBBOS | |||||||
| SR ASSISTANT GENERAL COUNSEL | 40.0 | Yes (X) | $193,350 | $0 | $43,179 | ||
| ALYSSA SHEPARD | |||||||
| VP RESEARCH ADMINISTRATION | 50.0 | Yes (X) | $241,644 | $0 | $84,014 | ||
| CATHERINE CLARK | |||||||
| SR VP, GENERAL COUNSEL SECRETARY | 49.0 | Yes (X) | $280,971 | $0 | $49,329 | ||
| COREY HASTINGS | |||||||
| CFO | 50.3 | Yes (X) | $288,841 | $0 | $49,712 | ||
| CYNTHIA GILMAN | |||||||
| SR VP STRATEGIC INITIATIVES | 51.6 | Yes (X) | $282,594 | $0 | $61,356 | ||
| ELIZABETH FOLK | |||||||
| EVP & COO | 49.5 | Yes (X) | $407,625 | $0 | $55,116 | ||
| HILARY LONGO | |||||||
| VP COMMUNICATIONS | 48.0 | Yes (X) | $210,801 | $0 | $42,432 | ||
| JAN RIZWAN | |||||||
| VP&CIO | 56.8 | Yes (X) | $268,745 | $0 | $38,392 | ||
| JESSICA BEJARANO | |||||||
| VP, COMPLIANCE AND CECO | 48.0 | Yes (X) | $221,686 | $0 | $44,927 | ||
| JOSEPH CARAVALHO | |||||||
| PRESIDENT/CEO | 57.8 | Yes (X) | $585,787 | $0 | $57,719 | ||
| LA SHAUN BERRIEN | |||||||
| VP, RESEARCH ADMINISTRATION AND INNOVATION MANAGEMENT | 46.0 | Yes (X) | $193,995 | $0 | $39,705 | ||
| MERLIN ROBB | |||||||
| VP & CHIEF MEDICAL OFFICER | 57.6 | Yes (X) | $307,318 | $0 | $74,141 | ||
| MICHAEL STAMBAUGH | |||||||
| CHIEF HR OFFICER | 51.5 | Yes (X) | $268,336 | $0 | $36,661 | ||
| RIZWAN JAN | |||||||
| VP & CIO | 56.8 | Yes (X) | $268,745 | $0 | $38,392 | ||
| WENDY DEAN | |||||||
| SR VP, PROGRAM OPERATIONS | 51.0 | Yes (X) | $238,079 | $0 | $30,630 | ||
| WILLIAM B KINNER | |||||||
| ASSISTANT SECRETARY | 44.0 | Yes (X) | $230,255 | $0 | $36,327 | ||
| WILLIAM KINNER | |||||||
| DEPUTY GENERAL COUNSEL | 44.0 | Yes (X) | $230,255 | $0 | $36,327 | ||
| ADEWUWA ADETOSOYE | |||||||
| EXECUTIVE DIRECTOR, TANZANIA | 68.2 | $295,684 | $0 | $32,043 | Yes (X) | ||
| EDWARD BLOOM | |||||||
| PROGAM MANAGER | 40.0 | $297,716 | $0 | $28,170 | Yes (X) | ||
| JEFFREY HOOKE | |||||||
| HEAD OF PATHOLOGY | 40.0 | $312,600 | $0 | $61,197 | Yes (X) | ||
| MARK SCHER | |||||||
| CHIEF TECH TRANSFER OFFICER | 53.2 | $297,558 | $0 | $63,693 | Yes (X) | ||
| SANDHYA VASAN | |||||||
| DIRECTOR, HJF COMP.OF MHRP &EIDB | 53.8 | $264,825 | $0 | $49,126 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,187,410 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,052,588 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 494 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| PO BOX 0812 UCA | SAN FRANSISCO | CA | 94143 | RESEARCH SERVICES | $18,195,036 | |||
| MAKERERE UNIVERSITY WALTER REED | ||||||||
| RESEARCH SERVICES | $15,739,852 | PO BOX 16524 | KAMPALA | UG | ||||
| WINDBER RESEARCH INSTITUTE | ||||||||
| 600 SOMERSET AVENUE | WINDBER | PA | 15963 | RESEARCH SERVICES | $4,728,603 | |||
| DUKE UNIVERSITY | ||||||||
| PO BOX 90759 | DURHAM | NC | 27708 | RESEARCH SERVICES | $4,215,875 | |||
| UNIVERSITY OF MICHIGAN | ||||||||
| BOX 223131 | PITTSBURGH | PA | 15251 | RESEARCH SERVICES | $2,966,786 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 212 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $472,282,589 | GovernmentGrantsAmt |
| All Other Contributions | $744,587 | AllOtherContributionsAmt |
| Total Contributions | $473,027,176 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES AND CONTRACTS | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $2,367,498 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,367,498 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,367,498 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $385,205 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $103,072 | UnrelatedBusinessRevenueAmt |
| Exclusion | $282,133 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,335,093 | TotalRevenueColumnAmt |
| Exclusion | $2,335,093 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,872,613 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,272,337 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,600,276 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,600,276 | TotalRevenueColumnAmt |
| Exclusion | $1,600,276 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $479,715,248 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,367,498 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $103,072 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,217,502 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,928,864 | TotalAmt |
| Management And General | $3,928,864 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,262,381 | TotalAmt |
| Program Services | $125,710,379 | ProgramServicesAmt |
| Management And General | $36,422,251 | ManagementAndGeneralAmt |
| Fundraising | $129,751 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,251,229 | TotalAmt |
| Program Services | $8,373,545 | ProgramServicesAmt |
| Management And General | $2,869,083 | ManagementAndGeneralAmt |
| Fundraising | $8,601 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,496,765 | TotalAmt |
| Program Services | $18,666,098 | ProgramServicesAmt |
| Management And General | $5,809,995 | ManagementAndGeneralAmt |
| Fundraising | $20,672 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,899,751 | TotalAmt |
| Program Services | $10,344,664 | ProgramServicesAmt |
| Management And General | $3,544,461 | ManagementAndGeneralAmt |
| Fundraising | $10,626 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,277,581 | TotalAmt |
| Management And General | $1,277,581 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,179 | TotalAmt |
| Program Services | $4,744 | ProgramServicesAmt |
| Management And General | $277,435 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,636,131 | TotalAmt |
| Program Services | $174,111,993 | ProgramServicesAmt |
| Management And General | $4,509,612 | ManagementAndGeneralAmt |
| Fundraising | $14,526 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,158,837 | TotalAmt |
| Program Services | $7,360,900 | ProgramServicesAmt |
| Management And General | $4,797,937 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,672,763 | TotalAmt |
| Program Services | $2,418,969 | ProgramServicesAmt |
| Management And General | $252,178 | ManagementAndGeneralAmt |
| Fundraising | $1,616 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,753 | TotalAmt |
| Program Services | $271,069 | ProgramServicesAmt |
| Management And General | $43,920 | ManagementAndGeneralAmt |
| Fundraising | $41,764 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,107,453 | TotalAmt |
| Management And General | $2,107,453 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,054 | TotalAmt |
| Program Services | $136,949 | ProgramServicesAmt |
| Management And General | $585,105 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $32,167,739 | $30,614,437 | $1,553,617 | -$315 |
| GENERAL SERVICES | $21,343,205 | $4,776,714 | $16,564,356 | $2,135 |
| EQUIPMENT PURCHASES | $6,467,504 | $6,440,883 | $26,621 | |
| RENOVATIONS | $5,134,500 | $5,103,874 | $30,626 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,101 | TotalAmt |
| Program Services | $82,166,732 | ProgramServicesAmt |
| Management And General | -$81,385,680 | ManagementAndGeneralAmt |
| Fundraising | $4,049 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,950,790 | TotalAmt |
| Program Services | $476,501,950 | ProgramServicesAmt |
| Management And General | $3,215,415 | ManagementAndGeneralAmt |
| Fundraising | $233,425 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,430,562 | BOYAmt |
| EOY | $56,486 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,686,668 | BOYAmt |
| EOY | $55,671,488 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,872,539 | BOYAmt |
| EOY | $142,190,923 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,407,016 | BOYAmt |
| EOY | $6,334,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,858,589 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,785,714 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,818,992 | BOYAmt |
| EOY | $11,072,875 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,802,522 | BOYAmt |
| EOY | $47,224,957 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,643,139 | BOYAmt |
| EOY | $5,647,264 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
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 | $224,661,438 | BOYAmt |
| EOY | $268,198,754 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,264,089 | BOYAmt |
| EOY | $105,417,745 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,544,045 | BOYAmt |
| EOY | $9,757,143 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,969,127 | BOYAmt |
| EOY | $14,403,166 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,777,261 | BOYAmt |
| EOY | $129,578,054 | 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 | $89,515,074 | BOYAmt |
| EOY | $91,528,255 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,369,103 | BOYAmt |
| EOY | $47,092,445 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,884,177 | BOYAmt |
| EOY | $138,620,700 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,661,438 | BOYAmt |
| EOY | $268,198,754 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$235,542 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$1,027,935 | OtherChangesInNetAssetsAmt |
| 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 |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $466,877,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $510,026,148 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $498,047,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $486,912,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $473,027,176 | CurrentTaxYearAmt |
| Total | $2,434,890,704 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $466,877,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $510,026,148 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $498,047,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $486,912,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $473,027,176 | CurrentTaxYearAmt |
| Total | $2,434,890,704 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,434,890,704 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,042,628 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,188,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,404,433 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,431,947 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,720,298 | CurrentTaxYearAmt |
| Total | $15,788,052 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,450,678,756 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $14,321,836 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.9936 | PublicSupportCY170Pct |
| Public Support PY170 | 0.9928 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,919,980 | BeginningYearBalanceAmt |
| Contributions | $14,849 | ContributionsAmt |
| Investment Earnings Or Losses | $831,961 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,667,167 | OtherExpendituresAmt |
| End Year Balance | $40,099,623 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,939,296 | BeginningYearBalanceAmt |
| Contributions | $14,251 | ContributionsAmt |
| Investment Earnings Or Losses | $2,648,283 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,681,850 | OtherExpendituresAmt |
| End Year Balance | $41,919,980 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,586,596 | BeginningYearBalanceAmt |
| Contributions | $1,503,326 | ContributionsAmt |
| Investment Earnings Or Losses | $7,778,344 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $56,812,970 | OtherExpendituresAmt |
| Administrative Expenses | $116,000 | AdministrativeExpensesAmt |
| End Year Balance | $49,939,296 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,729,353 | BeginningYearBalanceAmt |
| Contributions | $763,441 | ContributionsAmt |
| Investment Earnings Or Losses | $12,328,939 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,121,137 | OtherExpendituresAmt |
| Administrative Expenses | $114,000 | AdministrativeExpensesAmt |
| End Year Balance | $97,586,596 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,201,112 | BeginningYearBalanceAmt |
| Contributions | $2,664,712 | ContributionsAmt |
| Investment Earnings Or Losses | $5,469,672 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,487,143 | OtherExpendituresAmt |
| Administrative Expenses | $119,000 | AdministrativeExpensesAmt |
| End Year Balance | $88,729,353 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0026 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.2008 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.7966 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,480,442 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,247,790 | DepreciationAmt |
| Book Value | $8,232,652 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,378,147 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,537,924 | DepreciationAmt |
| Book Value | $2,840,223 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,072,875 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred rent | $7,280,785 |
| Other payables | $7,122,381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,403,166 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE FOUNDATION'S ENDOWMENT FUNDS SUPPORT U.S. MILITARY MEDICAL EDUCATION AND RESEARCH AT THE USUHS AND OTHER MILITARY MEDICAL INSTITUTIONS. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | UNDER ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED. MANAGEMENT BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS NOR ANY PENALTIES AND INTEREST TO BE ACCRUED FOR THE YEARS ENDED SEPTEMBER 30, 2020 AND 2019, AND, ACCORDINGLY, THERE IS NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE FOUNDATION IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM FISCAL YEAR 2017 FORWARD. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 1 | 9 | Program Services | SCIENTIFIC AND ADMINISTRATIVE SUPPORT FOR MEDICAL RESEARCH | $3,996,250 |
| Sub-Saharan Africa | 5 | 425 | Program Services | SCIENTIFIC AND ADMINISTRATIVE SUPPORT FOR MEDICAL RESEARCH | $52,789,407 |
| Middle East and North Africa | 0 | 0 | Program Services | SCIENTIFIC AND ADMINISTRATIVE SUPPORT FOR MEDICAL RESEARCH | $244,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 6 | SubtotalOfficesCnt |
| Subtotal Employees | 434 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 6 | TotalOfficeCnt |
| Total Employee | 434 | TotalEmployeeCnt |
| Subtotal Spent | $57,030,274 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $57,030,274 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAN RIZWAN | ||||||||||||||
| VP&CIO | $250,455 | $0 | $8,000 | $0 | $10,290 | $0 | $19,000 | $0 | $19,392 | $0 | $307,137 | $0 | $0 | $0 |
| WILLIAM KINNER | ||||||||||||||
| DEPUTY GENERAL COUNSEL | $226,179 | $0 | $3,000 | $0 | $1,076 | $0 | $11,341 | $0 | $24,986 | $0 | $266,582 | $0 | $0 | $0 |
| AIDA LEBBOS | ||||||||||||||
| SR ASSISTANT GENERAL COUNSEL | $190,429 | $0 | $2,000 | $0 | $921 | $0 | $25,000 | $0 | $18,179 | $0 | $236,529 | $0 | $0 | $0 |
| JOSEPH CARAVALHO | ||||||||||||||
| PRESIDENT/CEO | $467,611 | $0 | $50,000 | $0 | $68,176 | $0 | $44,000 | $0 | $13,719 | $0 | $643,506 | $0 | $0 | $0 |
| ELIZABETH FOLK | ||||||||||||||
| EVP & COO | $357,472 | $0 | $2,000 | $0 | $48,153 | $0 | $25,000 | $0 | $30,116 | $0 | $462,741 | $0 | $0 | $0 |
| MERLIN ROBB | ||||||||||||||
| VP & CHIEF MEDICAL OFFICER | $292,433 | $0 | $0 | $0 | $14,885 | $0 | $44,000 | $0 | $30,141 | $0 | $381,459 | $0 | $0 | $0 |
| CYNTHIA GILMAN | ||||||||||||||
| SR VP STRATEGIC INITIATIVES | $244,753 | $0 | $3,000 | $0 | $34,841 | $0 | $25,000 | $0 | $36,356 | $0 | $343,950 | $0 | $0 | $0 |
| COREY HASTINGS | ||||||||||||||
| CFO | $264,282 | $0 | $13,500 | $0 | $11,059 | $0 | $18,985 | $0 | $30,727 | $0 | $338,553 | $0 | $0 | $0 |
| CATHERINE CLARK | ||||||||||||||
| SR VP, GENERAL COUNSEL SECRETARY | $268,009 | $0 | $2,500 | $0 | $10,462 | $0 | $25,000 | $0 | $24,329 | $0 | $330,300 | $0 | $0 | $0 |
| ALYSSA SHEPARD | ||||||||||||||
| VP RESEARCH ADMINISTRATION | $218,880 | $0 | $3,000 | $0 | $19,764 | $0 | $44,000 | $0 | $40,014 | $0 | $325,658 | $0 | $0 | $0 |
| RIZWAN JAN | ||||||||||||||
| VP & CIO | $250,455 | $0 | $8,000 | $0 | $10,290 | $0 | $19,000 | $0 | $19,392 | $0 | $307,137 | $0 | $0 | $0 |
| MICHAEL STAMBAUGH | ||||||||||||||
| CHIEF HR OFFICER | $254,526 | $0 | $13,000 | $0 | $810 | $0 | $12,933 | $0 | $23,728 | $0 | $304,997 | $0 | $0 | $0 |
| WENDY DEAN | ||||||||||||||
| SR VP, PROGRAM OPERATIONS | $206,091 | $0 | $12,500 | $0 | $19,488 | $0 | $19,231 | $0 | $11,399 | $0 | $268,709 | $0 | $0 | $0 |
| JESSICA BEJARANO | ||||||||||||||
| VP, COMPLIANCE AND CECO | $210,417 | $0 | $3,000 | $0 | $8,269 | $0 | $19,000 | $0 | $25,927 | $0 | $266,613 | $0 | $0 | $0 |
| WILLIAM B KINNER | ||||||||||||||
| ASSISTANT SECRETARY | $226,179 | $0 | $3,000 | $0 | $1,076 | $0 | $11,341 | $0 | $24,986 | $0 | $266,582 | $0 | $0 | $0 |
| HILARY LONGO | ||||||||||||||
| VP COMMUNICATIONS | $199,430 | $0 | $2,500 | $0 | $8,871 | $0 | $21,538 | $0 | $20,894 | $0 | $253,233 | $0 | $0 | $0 |
| LA SHAUN BERRIEN | ||||||||||||||
| VP, RESEARCH ADMINISTRATION AND INNOVATION MANAGEMENT | $188,398 | $0 | $5,000 | $0 | $597 | $0 | $19,000 | $0 | $20,705 | $0 | $233,700 | $0 | $0 | $0 |
| JEFFREY HOOKE | ||||||||||||||
| HEAD OF PATHOLOGY | $311,358 | $0 | $0 | $0 | $1,242 | $0 | $15,914 | $0 | $45,283 | $0 | $373,797 | $0 | $0 | $0 |
| MARK SCHER | ||||||||||||||
| CHIEF TECH TRANSFER OFFICER | $279,030 | $0 | $1,000 | $0 | $17,528 | $0 | $25,000 | $0 | $38,693 | $0 | $361,251 | $0 | $0 | $0 |
| ADEWUWA ADETOSOYE | ||||||||||||||
| EXECUTIVE DIRECTOR, TANZANIA | $169,571 | $0 | $10,000 | $0 | $116,113 | $0 | $13,293 | $0 | $18,750 | $0 | $327,727 | $0 | $0 | $0 |
| EDWARD BLOOM | ||||||||||||||
| PROGAM MANAGER | $163,773 | $0 | $0 | $0 | $133,943 | $0 | $13,780 | $0 | $14,390 | $0 | $325,886 | $0 | $0 | $0 |
| SANDHYA VASAN | ||||||||||||||
| DIRECTOR, HJF COMP.OF MHRP &EIDB | $253,659 | $0 | $0 | $0 | $11,166 | $0 | $13,016 | $0 | $36,110 | $0 | $313,951 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b Review of form 990 by governing body | HJF PROVIDES THE FORM 990 TO THE COUNCIL OF DIRECTORS AS A DRAFT COPY PRIOR TO FILING IT WITH THE IRS. THE COUNCIL PROVIDES ANY COMMENTS THAT ARE TAKEN INTO ACCOUNT FOR THE FINAL RETURN. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE COUNCIL OF DIRECTORS AND ALL EMPLOYEES MUST DISCLOSE ALL ACTUAL AND ANY APPARENT CONFLICTS OF INTEREST. TO COMPLY WITH THIS REQUIREMENT, ALL NEW EMPLOYEES EXECUTE A CONFLICT OF INTEREST DISCLOSURE FORM AS PART OF INITIAL IN-PROCESS. EMPLOYEES ALSO RECERTIFY THEIR CONFLICT OF INTEREST STATUS AT THE CONCLUSION OF THE ONLINE ETHICS TRAINING, WHICH IS COMPLETED BY ALL NEW HIRES. ADDITIONALLY, ALL BOARD MEMBERS AND EMPLOYEES UPDATE THEIR CONFLICT OF INTEREST STATUS ANNUALLY. DIRECTORS HAVE BEEN MADE AWARE OF THEIR OBLIGATION TO REPORT ANY ACTUAL OR PERCEIVED CONFLICTS. THE CONFLICT OF INTEREST UPDATES ARE REVIEWED BY THE ETHICS DEPARTMENT. WHEN APPROPRIATE, THE ETHICS DEPARTMENT WORKS WITH THE EMPLOYEE TO CREATE A MITIGATION PLAN THAT ADDRESSES THE PERCEIVED OR ACTUAL CONFLICT. ANY NEEDED RESTRICTIONS ARE TAILORED TO FIT THE SITUATION AND CAN INCLUDE FOR EXAMPLE, MODIFICATION OF WORK SCHEDULES AND RESTRICTING DECISION MAKING CAPACITY. MITIGATION PLANS ARE REVIEWED BY THE ETHICS OFFICER AND ARE SIGNED BY THE EMPLOYEE AND EMPLOYEE'S SUPERVISOR. |
| Form 990, Part VI, Line 19 Required documents available to the public | HJF'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS INCLUDING REPORTS REQUIRED BY THE UNIFORM GUIDANCE ARE AVAILABLE UPON REQUEST. |
| Form 990, Part IX, Line 11g Other Fees | Subcontracts - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 346237, Fundraising Expenses: ; Consulting and other services - Total Expense: 46544290, Program Service Expense: 42366389, Management and General Expenses: 4163375, Fundraising Expenses: 14526; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CUMLATIVE EFFECT OF A CHANGE IN ACCOUNTING PRINCIPLE RELATED TO REVENUE RECOGNITION - 1737302; TO ACCOUNT FOR PRIOR CONSOLIDATION REMOVING SUBSIDIARY ORGANIZATIONS - -2765237; |
| FORM 990, PART VI, LINE 15 | HJF UTILIZED A FULL COMPENSATION ANALYSIS PROVIDED BY AN OUTSIDE FIRM TO EVALUATE THE COMPENSATION OF OFFICERS AND KEY POSITIONS, COMPARING POSITIONS TO MARKET AND INDUSTRY COMPENSATION FOR SIMILAR POSITIONS. A FORMAL REVIEW OF SALARIES FOR SIX KEY POSITIONS INCLUDING CEO DETERMINED ALL TO BE REASONABLE. THE COMPENSATION SYSTEM IS A MARKET BASED SYSTEM IN WHICH POSITIONS ARE MARKET PRICED INITIALLY AND THEN MONITORED ANNUALLY BASED ON OVERALL MARKET FACTORS AND SURVEYS FROM INDUSTRY EXPERTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HJF MEDICAL RESEARCH INTERNATIONAL INC | ||||||||||||
| 6720A ROCKLEDGE DR | STE 100 | BETHESDA | MD | 20817 | 522322791 | PROGRAM SERVICES | MD | 501(c)(3) | 7 | NA | Yes (true) | |
| HJF MEDICAL RESEARCH INTERNATIONAL LTD | ||||||||||||
| HEALTH RESEARCH | HJF | Yes (true) | NI | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | 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 | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HJF MEDICAL RESEARCH INTERNATIONAL INC | ||
| P | $46,382,838 | FMV |
| HJF MEDICAL RESEARCH INTERNATIONAL INC | ||
| R | $22,500,000 | FMV |
| HJF MEDICAL RESEARCH INTERNATIONAL INC | ||
| S | $38,879,000 | FMV |
| HJF MEDICAL RESEARCH INTERNATIONAL INC LTD | ||
| P | $7,255,757 | FMV |
| HJF MEDICAL RESEARCH INTERNATIONAL INC LTD | ||
| R | $4,768,408 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 2 | FormAndLineReferenceDesc |
| Explanation | HJF MEDICAL RESEARCH INTERNATIONAL, INC. AND HJF MEDICAL RESEARCH INTERNATIONAL LTD RECEIVE COST REIMBURSEMENTS FOR ADMINISTERING RESEARCH GRANTS AS SUBRECIPIENTS TO HJF. | ExplanationTxt |
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