2020-07-22T09:30:18-05:00 2019-09-30 371611326 Aronson LLC 111 ROCKVILLE PIKE SUITE 600 Rockville MD 20850 990 2018-10-01 521317896 HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE INC HENR 2406942000 6720A Rockledge Drive 100 Bethesda MD 20817 Corey Hastings Chief Financial Officer 2020-07-22 true Robert EBY P01682202 3012316200 2018 2020-09-23 17:36:50Z Dr Joseph Caravalho 6720A Rockledge Drive 100 Bethesda MD 20817 652151362 false X www.hjf.org X 1983 MD 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. 10 10 2882 10 -24715 -27230 498047138 486912404 2114541 2114702 8338997 3659506 2218037 2352713 510718713 495039325 0 0 213697115 216459530 0 328183 289797805 287006818 503494920 503466348 7223793 -8427023 277974134 224661438 129662934 84777261 148311200 139884177 HJF ADVANCEs MILITARY MEDICINE FOR OUR NATION'S WARFIGHTERS WITH MILITARY, MEDICAL, ACADEMIC AND GOVERNMENT CUSTOMERS BY ADMINISTERING, MANAGING AND SUPPORTING PREEMINENT SCIENTIFIC PROGRAMS THAT BENEFIT MEMBERS OF THE ARMED FORCES AND CIVILIANS ALIKE. PROGRAM FOCUS AREAS INCLUDE CANCER, CHEMICAL, BIOLOGICAL & RAIDOLOGICAL DEFENSE, CLINICAL & REHABILITIVE MEDICINE, COMBAT CASUALTY CARE, FORCE HEALTH PROTECTION & DISASTER PREPAREDNESS, HUMAN PERFORMANCE, INFECTIOUS DISEASE LIKE COVID-19, PRECISION MEDICINE AND TBI, PTSD & MENTAL HEALTH. false false 484800764 2114702 MEDICAL RESEARCH, GENERAL/OTHER: CONDUCT/SUPPORT MEDICAL RESEARCH - THE FOUNDATION ADMINISTERED SPONSORED RESEARCH GRANTS, CONTRACTS, AND COOPERATIVE AGREEMENTS TO PROVIDE COMPREHENSIVE SUPPORT SERVICES TO APPROXIMATELY 1,248 MEDICAL RESEARCH AND EDUCATION PROJECTS. RESEARCH GRANTS AND CONTRACTS INCLUDE EXPENDITURESFOR THE US MILITARY HIV RESEARCH PROGRAM, THE INFECTIOUS DISEASE CLINICAL RESEARCH PROGRAM, THE CENTER FOR NEUROSCIENCE AND REGENERATIVE MEDICINE, THE CENTER FOR PROSTATE DISEASE RESEARCH, THE CENTER FOR GLOBAL AND HEALTH ENGAGEMENT AND OTHER FEDERALLY FUNDED RESEARCH PROJECTS. 10611046 ENDOWMENT PROGRAMS: ENDOWMENTS - ENDOWMENTS AND SIMILAR PROGRAMS ARE ASSETS AND FUNDS MANAGED AND HELD BY THE FOUNDATION, WHICH ARE PRIMARILY USED TO SUPPORT EDUCATIONAL ACTIVITIES AT THE UNIFORMED SERVICES UNIVERSITY OF THE HEALTH SCIENCES ("USUHS"). THE FOUNDATION MANAGED 32 ENDOWMENT FUNDS, WHICH PRIMARILY FUNDED MEDICAL EDUCATION AT USUHS. 1578520 PARTNERSHIPS IN EDUCATION PROGRAMS: SUPPORT SPECIAL PROJECTS - EDUCATION PROJECTS ARE EXPENDITURES TO SUPPORT GRADUATE AND CONTINUING MEDICAL EDUCATION AT USUHS AND OTHER MEDICAL SITES. THE FOUNDATION MANAGED NEARLY 130 PROJECT EDUCATION FUND ACCOUNTS FOR THE PURPOSE OF FOSTERING GRADUATE CONTINUING MEDICAL EDUCATION BY SUPPORTING VISITING SPEAKERS, SEMINARS AND OTHER SPECIAL EVENTS AT OVER 117 U.S. MILITARY FACILITIES, RESEARCH ORGANIZATIONS, AND MEDICAL ORGANIZATIONS. 496990330 true true false false false false false false true true false false false true true false true false true true false false false true false false false false true false false false false false false false false false false false false false true true true false false true X 507 0 true 2882 true true true true JA JO KE LI MZ NI PE TZ TH GM false false false true true false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true true false CA CT FL IL MD MA NH NJ NM NY NC OH PA SC VA WA X Daryl Legrande 2406942000 6720A Rockledge Drive Suite 100 Bethesda MD 20817 MR PHILLIP A ODEEN DIRECTOR-CHAIRMAN 1.0 X X 0 0 0 THE HONORABLE US SENATOR JACK REED EX OFFICIO DIRECTOR 1.0 X 0 0 0 RICHARD W THOMAS MD DDS EX OFFICIO DIRECTOR 1.0 X 0 0 0 JOHN DRESSENDORFER DIRECTOR 1.0 X 0 0 0 THE HONORABLE BEVERLY BYRON DIRECTOR 1.0 X 0 0 0 US SENATOR JAMES INHOFE EX OFFICIO DIRECTOR 1.0 X 0 0 0 US CONGRESSMAN SCOTT DESJARLAIS EX OFFICIO DIRECTOR 1.0 X 0 0 0 THE HONORABLE SALUD CARBJAL EX OFFICIO DIRECTOR 1.0 X 0 0 0 GENERAL JOHN JAY M PAXTON JR DIRECTOR 1.0 X 0 0 0 THOMAS W WESTON JR DIRECTOR 1.0 X 0 0 0 JOSEPH CARAVALHO PRESIDENT/CEO 58.0 X 552932 0 56944 ELIZABETH FOLK EVP & COO 50.0 X 335360 0 54776 CYNTHIA GILMAN SR VP STRATEGIC INITIATIVES 51.0 X 274198 0 60978 COREY HASTINGS SVP, TREASURER & CFO 56.0 X 155034 0 25417 WENDY DEAN SR VP, PROGRAM OPERATIONS 47.0 X 228247 0 30776 CATHERINE CLARK SR VP, GENERAL COUNSEL SECRETARY 47.0 X 235384 0 47638 MICHAEL STAMBAUGH CHIEF HR OFFICER 52.0 X 140780 0 18511 RIZWAN JAN VP&CIO 56.0 X 253421 0 35218 HILARY LONGO VP COMMUNICATIONS 47.0 X 134389 0 38932 ALYSSA SHEPARD VP RESEARCH ADMINISTRATION 53.0 X 236073 0 83922 MERLIN ROBB VP & CHIEF MEDICAL OFFICER 55.0 X 307793 0 73304 JESSICA A BEJARANO VP, COMPLIANCE AND CECO 54.0 X 221686 0 27456 WILLIAM B KINNER ASSISTANT SECRETARY 46.0 X 223256 0 35663 JEFFREY HOOKE HEAD OF PATHOLOGY 40.0 X 307793 0 62591 EDWARD BLOOM PROGAM MANAGER 40.0 X 360881 0 37962 MARK SCHER CHIEF TECH TRANSFER OFFICER 58.0 X 292143 0 63911 SANDHYA VASAN DIRECTOR, HJF COMP.OF MHRP &EIDB 45.0 X 302182 0 44895 MARINA VERNALIS MEDICAL DIRECTOR, ICHP 42.0 X 287531 0 82433 NADINE SHEWELL INTERIM VP & COO 49.0 X 234590 0 23605 TRACEY PATILLO INTERIM VP CFO & TREASURER 48.0 X 199566 0 65643 5283239 0 970575 468 true true false MAKERERE UNIVERSITY WALTER REED PO BOX 16524 KAMPALA UG RESEARCH SERVICES 16697807 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA PO BOX 0812 UCA SAN FRANSISCO CA 94143 RESEARCH SERVICES 14157783 WINDBER RESEARCH INSTITUTE 600 SOMERSET AVENUE WINDBER PA 15963 RESEARCH SERVICES 5216144 DUKE UNIVERSITY PO BOX 90759 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5818992 Deferred rent 6183662 Other payables 9785466 15969128 X 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, 2019 AND 2018, AND, ACCORDINGLY, THERE IS NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE FOUNDATION IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM FISCAL YEAR 2016 FORWARD. East Asia and the Pacific 1 9 Program Services SCIENTIFIC AND ADMINISTRATIVE SUPPORT FOR MEDICAL RESEARCH 5769810 Sub-Saharan Africa 5 496 Program Services SCIENTIFIC AND ADMINISTRATIVE SUPPORT FOR MEDICAL RESEARCH 58598453 Middle East and North Africa 0 0 Program Services SCIENTIFIC AND ADMINISTRATIVE SUPPORT FOR MEDICAL RESEARCH 182225 6 505 0 0 6 505 64550488 0 64550488 true false true false false false HMM DINNER 554600 529036 25564 29225 50543 0 0 554600 529036 25564 29225 50543 79768 -54204 X X X false false false false false false false false false JOSEPH CARAVALHO PRESIDENT/CEO 453953 0 50000 0 48979 0 43000 0 13944 0 609876 0 0 0 ELIZABETH FOLK EVP & COO 290066 0 3000 0 42294 0 24500 0 30276 0 390136 0 0 0 CYNTHIA GILMAN SR VP STRATEGIC INITIATIVES 235525 0 3000 0 35673 0 24500 0 36478 0 335176 0 0 0 COREY HASTINGS SVP, TREASURER & CFO 129572 0 15000 0 10462 0 9275 0 16142 0 180451 0 0 0 WENDY DEAN SR VP, PROGRAM OPERATIONS 227308 0 0 0 939 0 20251 0 10525 0 259023 0 0 0 CATHERINE CLARK SR VP, GENERAL COUNSEL SECRETARY 230829 0 2500 0 2055 0 24500 0 23138 0 283022 0 0 0 MICHAEL STAMBAUGH CHIEF HR OFFICER 125510 0 15000 0 270 0 6375 0 12136 0 159291 0 0 0 RIZWAN JAN VP&CIO 240535 0 3000 0 9886 0 18500 0 16718 0 288639 0 0 0 HILARY LONGO VP COMMUNICATIONS 133720 0 0 0 669 0 24500 0 14432 0 173321 0 0 0 ALYSSA SHEPARD VP RESEARCH ADMINISTRATION 222274 0 3000 0 10799 0 43000 0 40922 0 319995 0 0 0 MERLIN ROBB VP & CHIEF MEDICAL OFFICER 293908 0 0 0 13885 0 43000 0 30304 0 381097 0 0 0 JESSICA A BEJARANO VP, COMPLIANCE AND CECO 221276 0 0 0 410 0 5331 0 22125 0 249142 0 0 0 WILLIAM B KINNER ASSISTANT SECRETARY 219181 0 3000 0 1075 0 10983 0 24680 0 258919 0 0 0 JEFFREY HOOKE HEAD OF PATHOLOGY 306551 0 0 0 1242 0 15914 0 46677 0 370384 0 0 0 EDWARD BLOOM PROGAM MANAGER 162015 0 0 0 198866 0 24500 0 13462 0 398843 0 0 0 MARK SCHER CHIEF TECH TRANSFER OFFICER 272104 0 2720 0 17319 0 24500 0 39411 0 356054 0 0 0 SANDHYA VASAN DIRECTOR, HJF COMP.OF MHRP &EIDB 221378 0 0 0 80804 0 11800 0 33095 0 347077 0 0 0 MARINA VERNALIS MEDICAL DIRECTOR, ICHP 280673 0 0 0 6858 0 43000 0 39433 0 369964 0 0 0 NADINE SHEWELL INTERIM VP & COO 230847 0 3000 0 743 0 6940 0 16665 0 258195 0 0 0 TRACEY PATILLO INTERIM VP CFO & TREASURER 186613 0 3000 0 9953 0 37000 0 28643 0 265209 0 0 0 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 VIII, Line 2f Other Program Service Revenue - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees Personal services - Total Expense: 47159629, Program Service Expense: 43387934, Management and General Expenses: 3726158, Fundraising Expenses: 45537; Subcontracts - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 368826, Fundraising Expenses: ; 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. HJF MEDICAL RESEARCH INTERNATIONAL INC 6720A ROCKLEDGE DR STE 100 BETHESDA MD 20817 522322791 PROGRAM SERVICES MD 501(c)(3) 7 NA true HJF MEDICAL RESEARCH INTERNATIONAL LTD HEALTH RESEARCH NI HJF true false false false false false false false false false false false false false false false true false true true HJF MEDICAL RESEARCH INTERNATIONAL INC P 52008345 FMV HJF MEDICAL RESEARCH INTERNATIONAL INC R 8606049 FMV HJF MEDICAL RESEARCH INTERNATIONAL INC S 10900000 FMV HJF MEDICAL RESEARCH INTERNATIONAL INC LTD P 6657604 FMV HJF MEDICAL RESEARCH INTERNATIONAL INC LTD R 4694777 FMV Schedule R, Part V, Line 2 HJF MEDICAL RESEARCH INTERNATIONAL, INC. AND HJF MEDICAL RESEARCH INTERNATIONAL LTD RECEIVE COST REIMBURSEMENTS FOR ADMINISTERING RESEARCH GRANTS AS SUBRECIPIENTS TO HJF.