LA JOLLA INSTITUTE FOR IMMUNOLOGY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LA JOLLA INSTITUTE FOR IMMUNOLOGY (EIN 33-0328688)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349307427
- Schema version
- 2019v5.1
- 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 | 2020-11-16T11:03:40-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | Michael Dollar | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8587526500 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca L Lyons | PreparerPersonNm |
| PTIN | P01487105 | PTIN |
| Phone | 7144367100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.3.244.63 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 10:49:16 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 92426507D63AB8DCB9F8A2EED31D9394E8F3722B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Michael Dollar | 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 | $68,642,455 | 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 | 479 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $710,139 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $112,962 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $50,878,842 | PYContributionsGrantsAmt |
| CY Contributions Grants | $58,096,830 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,548,673 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,349,335 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$249,669 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,740,790 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,788,428 | PYOtherRevenueAmt |
| CY Other Revenue | $1,455,500 | CYOtherRevenueAmt |
| PY Total Revenue | $57,966,274 | PYTotalRevenueAmt |
| CY Total Revenue | $68,642,455 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $769,190 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,116,302 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,553,331 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $921,617 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,212,354 | PYOtherExpensesAmt |
| CY Other Expenses | $34,836,716 | CYOtherExpensesAmt |
| PY Total Expenses | $60,336,906 | PYTotalExpensesAmt |
| CY Total Expenses | $70,159,237 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,370,632 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,516,782 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,958,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,722,461 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,952,548 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,233,372 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,005,871 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,489,089 | NetAssetsOrFundBalancesEOYAmt |
| 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 | $60,998,379 | ExpenseAmt |
| Grant | $769,190 | GrantAmt |
| Revenue | $7,349,335 | RevenueAmt |
| Desc | La Jolla Institute for Immunology ("LJI") is a private, nonprofit medical research organization that is recognized as a world leader in comprehensive research dedicated to understanding the intricacies and power of the immune system and applying that knowledge toward its goal of Life Without Disease. The Institute is home to 21 independent laboratories, each operated by a leading scientist handpicked for their creativity and pioneering spirit. Each of these labs is dedicated to understanding the far-reaching influence of the immune system and to training to the next generation of scientists, to promote human health and prevent a wide range of diseases. | Desc |
| Total Program Service Expenses | $60,998,379 | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | 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 | 160 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 479 | 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 | Yes (1) | 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 | Michael Dollar | 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 (35 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Mitchell Kronenberg | ||||||||||
| President & CSO | 40.00 | 0.00 | Yes (X) | Yes (X) | $541,764 | $0 | $85,071 | |||
| Richard S Bodman | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mark V Bowles | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David A Brenner MD | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Anthony Carr | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kristine Charton JD | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Barton J Cohen | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael D Coit | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Dominguez | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert C Dynes PhD | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Franois Ferre PhD | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Genevive T Jacobs | ||||||||||
| 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 | ||||
| John E Major Chair | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gail K Naughton PhD | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Hunt Pettit | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mitsuo Satoh 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 | ||||
| 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 | ||||
| Paul Thiel | ||||||||||
| Director (Start 08/2019) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas L Tullie | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Pamela K Wasserman MPH | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David R Webb PhD | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Vanessa V Wertheim PhD MBA RN | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Eric V Zwisler | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Dollar | ||||||||||
| CFO (Start 06/24/2019) | 40.00 | 0.00 | Yes (X) | $146,986 | $0 | $13,682 | ||||
| Stephen Wilson | ||||||||||
| EVP, COO & CTO | 40.00 | 0.00 | $386,862 | $0 | $98,035 | Yes (X) | ||||
| Michael Croft | ||||||||||
| Director Scientific Affairs | 40.00 | 0.00 | $323,176 | $0 | $71,232 | Yes (X) | ||||
| Alessandro Sette | ||||||||||
| Division Head/Center Head/Prof | 40.00 | 0.00 | $425,416 | $0 | $96,752 | Yes (X) | ||||
| Catherine Hedrick | ||||||||||
| Professor | 40.00 | 0.00 | $325,110 | $0 | $68,183 | Yes (X) | ||||
| Klaus Ley | ||||||||||
| Division Head/Professor | 40.00 | 0.00 | $316,529 | $0 | $58,977 | Yes (X) | ||||
| Stephen P Schoenberger | ||||||||||
| Professor | 40.00 | 0.00 | $288,333 | $0 | $82,469 | Yes (X) | ||||
| Hilde Cheroutre | ||||||||||
| Division Head/Professor | 40.00 | 0.00 | $294,002 | $0 | $55,624 | Yes (X) | ||||
| Jennifer K Keyes | ||||||||||
| CFO (End 06/18/2019) | 40.00 | 0.00 | $215,861 | $0 | $21,211 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,264,039 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $651,236 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 54 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| Finley & Cook | |||||
| 601 N Broadway PO Drawer 1447 | Shawnee | OK | 748021447 | ERP software | $303,686 |
| A&A Labs LLC | |||||
| 9863 Pacific Heights Blvd Ste F | San Diego | CA | 92121 | Lab Supplies | $273,099 |
| Pestotnik LLP | |||||
| 501 West Broadway Ste 1025 | San Diego | CA | 92101 | Patient Related (Legal and Prof. Sv) | $121,902 |
| Moss-Adams LLP | |||||
| PO Box 101822 | Pasadena | CA | 911891822 | Auditor (Audit Organization Financial) | $112,300 |
| 1903 Solutions LLC | |||||
| 2549 Eastbluff Dr Ste 378 | Newport Beach | CA | 92660 | Computer Hardware/Fortigate and security | $109,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $38,900,595 | GovernmentGrantsAmt |
| All Other Contributions | $19,196,235 | AllOtherContributionsAmt |
| Total Contributions | $58,096,830 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Consortium Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,349,335 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,349,335 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,349,335 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $444,536 | TotalRevenueColumnAmt |
| Exclusion | $444,536 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,837 | TotalRevenueColumnAmt |
| Exclusion | $160,837 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,296,254 | 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 | $1,296,254 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,296,254 | TotalRevenueColumnAmt |
| Exclusion | $1,296,254 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Technical Services | 541900 | $441,832 | $441,832 | |
| Building Management | 541900 | $268,307 | $268,307 | |
| Contract Service | 900099 | $259,949 | $259,949 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $324,575 | TotalRevenueColumnAmt |
| Exclusion | $324,575 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,294,663 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,642,455 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,349,335 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $710,139 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,486,151 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,009 | TotalAmt |
| Program Services | $19,009 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,181 | TotalAmt |
| Program Services | $750,181 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,666,808 | TotalAmt |
| Program Services | $1,414,208 | ProgramServicesAmt |
| Management And General | $216,919 | ManagementAndGeneralAmt |
| Fundraising | $35,681 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,072 | TotalAmt |
| Program Services | $201,156 | ProgramServicesAmt |
| Management And General | $35,916 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,931,232 | TotalAmt |
| Program Services | $21,075,216 | ProgramServicesAmt |
| Management And General | $3,394,139 | ManagementAndGeneralAmt |
| Fundraising | $461,877 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,572,417 | TotalAmt |
| Program Services | $2,155,532 | ProgramServicesAmt |
| Management And General | $358,357 | ManagementAndGeneralAmt |
| Fundraising | $58,528 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,322,820 | TotalAmt |
| Program Services | $2,861,979 | ProgramServicesAmt |
| Management And General | $379,780 | ManagementAndGeneralAmt |
| Fundraising | $81,061 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,822,982 | TotalAmt |
| Program Services | $1,527,551 | ProgramServicesAmt |
| Management And General | $253,955 | ManagementAndGeneralAmt |
| Fundraising | $41,476 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $837,238 | TotalAmt |
| Program Services | $572,941 | ProgramServicesAmt |
| Management And General | $264,297 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,402 | TotalAmt |
| Management And General | $312,402 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,513 | TotalAmt |
| Program Services | $67,222 | ProgramServicesAmt |
| Management And General | $181,085 | ManagementAndGeneralAmt |
| Fundraising | $79,206 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,802 | TotalAmt |
| Program Services | $6,361 | ProgramServicesAmt |
| Management And General | $238,855 | ManagementAndGeneralAmt |
| Fundraising | $1,586 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,030 | TotalAmt |
| Program Services | $107,069 | ProgramServicesAmt |
| Management And General | $29,477 | ManagementAndGeneralAmt |
| Fundraising | $18,484 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,682,425 | TotalAmt |
| Program Services | $565,763 | ProgramServicesAmt |
| Management And General | $1,107,760 | ManagementAndGeneralAmt |
| Fundraising | $8,902 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,137,151 | TotalAmt |
| Program Services | $6,479,208 | ProgramServicesAmt |
| Management And General | $623,523 | ManagementAndGeneralAmt |
| Fundraising | $34,420 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $728,607 | TotalAmt |
| Program Services | $570,409 | ProgramServicesAmt |
| Management And General | $126,833 | ManagementAndGeneralAmt |
| Fundraising | $31,365 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,092 | TotalAmt |
| Program Services | $176,687 | ProgramServicesAmt |
| Management And General | $25,546 | ManagementAndGeneralAmt |
| Fundraising | $8,859 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,886,851 | TotalAmt |
| Program Services | $1,758,919 | ProgramServicesAmt |
| Management And General | $127,932 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,493 | TotalAmt |
| Program Services | $202,123 | ProgramServicesAmt |
| Management And General | $16,275 | ManagementAndGeneralAmt |
| Fundraising | $1,095 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Lab Supplies Service | $10,015,899 | $10,015,899 | ||
| Consortium | $6,021,321 | $6,021,321 | ||
| Other Expenses | $2,170,425 | $2,170,425 | ||
| Manuscripts Costs | $1,693,741 | $1,200,978 | $433,686 | $59,077 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,190,726 | TotalAmt |
| Program Services | $1,078,222 | ProgramServicesAmt |
| Management And General | $112,504 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,159,237 | TotalAmt |
| Program Services | $60,998,379 | ProgramServicesAmt |
| Management And General | $8,239,241 | ManagementAndGeneralAmt |
| Fundraising | $921,617 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,667 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,256,004 | BOYAmt |
| EOY | $7,517,882 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,565,755 | BOYAmt |
| EOY | $14,223,696 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,144 | BOYAmt |
| EOY | $17,858 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $614,032 | BOYAmt |
| EOY | $1,008,011 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,298,030 | BOYAmt |
| EOY | $949,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,240,150 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,489,441 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,890,783 | BOYAmt |
| EOY | $17,750,709 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,300,004 | BOYAmt |
| EOY | $9,254,602 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,958,419 | BOYAmt |
| EOY | $50,722,461 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,643,229 | BOYAmt |
| EOY | $16,281,365 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,309,319 | BOYAmt |
| EOY | $3,213,029 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $7,738,978 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,952,548 | BOYAmt |
| EOY | $27,233,372 | 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 | $16,604,913 | BOYAmt |
| EOY | $15,627,555 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,400,958 | BOYAmt |
| EOY | $7,861,534 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,005,871 | BOYAmt |
| EOY | $23,489,089 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,958,419 | BOYAmt |
| EOY | $50,722,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,516,782 | 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 | The 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 | $92,333 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,333 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,613,303 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,280,642 | DepreciationAmt |
| Book Value | $3,332,661 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,519,514 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,116,466 | DepreciationAmt |
| Book Value | $14,403,048 | 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 | $17,750,709 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $68,642,455 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $68,642,455 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $68,642,455 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $70,159,234 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $70,159,234 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $70,159,237 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 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, 2019 and 2018, 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, 2019 and 2018. |
| Part XII, Line 4b - Other Adjustments: | ROUNDING 3. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Sub-Saharan Africa | 0 | 0 | Program Services | Research | $15,298 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Program Services | Research | $628,654 |
| South Asia | 0 | 0 | Program Services | Research | $106,229 |
| 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 | $750,181 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $750,181 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt |
|---|---|---|
| Sub-Saharan Africa | RESEARCH | $6,000 |
| South Asia | RESEARCH | $106,229 |
| Europe (Including Iceland & Greenland) | RESEARCH | $79,219 |
| Europe (Including Iceland & Greenland) | RESEARCH | $11,040 |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | RESEARCH | $167,793 |
| Europe (Including Iceland & Greenland) | RESEARCH | $69,938 |
| Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, | RESEARCH | $9,298 |
| Europe (Including Iceland & Greenland) | RESEARCH | $300,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (4 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 |
| Part II, Line 1 | Accrual method |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JDRF | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5665 Oberline Drive Suite 106 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 231907729 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $6,000 | CashGrantAmt |
| Purpose Of Grant | To Cure Type I Diabetes | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | 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) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | Yes (1) | 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 (10 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 | $513,979 | $0 | $0 | $0 | $27,785 | $0 | $61,000 | $0 | $24,071 | $0 | $626,835 | $0 | $0 | $0 |
| Michael Dollar | ||||||||||||||
| CFO (Start 06/24/2019) | $125,923 | $0 | $0 | $0 | $21,063 | $0 | $0 | $0 | $13,682 | $0 | $160,668 | $0 | $0 | $0 |
| Stephen Wilson | ||||||||||||||
| EVP, COO & CTO | $366,469 | $0 | $0 | $0 | $20,393 | $0 | $60,225 | $0 | $37,810 | $0 | $484,897 | $0 | $0 | $0 |
| Michael Croft | ||||||||||||||
| Director Scientific Affairs | $319,939 | $0 | $0 | $0 | $3,237 | $0 | $48,750 | $0 | $22,482 | $0 | $394,408 | $0 | $0 | $0 |
| Alessandro Sette | ||||||||||||||
| Division Head/Center Head/Prof | $403,175 | $0 | $0 | $0 | $22,241 | $0 | $61,000 | $0 | $35,752 | $0 | $522,168 | $0 | $0 | $0 |
| Catherine Hedrick | ||||||||||||||
| Professor | $307,584 | $0 | $0 | $0 | $17,526 | $0 | $46,892 | $0 | $21,291 | $0 | $393,293 | $0 | $0 | $0 |
| Klaus Ley | ||||||||||||||
| Division Head/Professor | $311,770 | $0 | $0 | $0 | $4,759 | $0 | $46,933 | $0 | $12,044 | $0 | $375,506 | $0 | $0 | $0 |
| Stephen P Schoenberger | ||||||||||||||
| Professor | $285,092 | $0 | $0 | $0 | $3,241 | $0 | $46,717 | $0 | $35,752 | $0 | $370,802 | $0 | $0 | $0 |
| Hilde Cheroutre | ||||||||||||||
| Division Head/Professor | $289,399 | $0 | $0 | $0 | $4,603 | $0 | $43,606 | $0 | $12,018 | $0 | $349,626 | $0 | $0 | $0 |
| Jennifer K Keyes | ||||||||||||||
| CFO (End 06/18/2019) | $120,847 | $0 | $0 | $0 | $95,014 | $0 | $15,073 | $0 | $6,138 | $0 | $237,072 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | The President/Chief Scientific Officer took one first class business related flight which was in accordance with LJI Policy. No amount was treated as taxable to the listed person. |
| Part II, Line 10 | Jennifer K. Keyes, former, CFO, received a severance payment of $85,833 in 2019. |
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 | $100,000 | OriginalPrincipalAmt |
| Balance Due | $17,858 | 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 | $17,858 | 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: Catherine Hedrick(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 $100,000(f) Balance Due: $17,858(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: $294,002(d) Description of Transaction: Full Time Employee(e) Sharing of Organization Revenues?: No(a) Name of Person: Kyowa Kirin Pharmaceutical Research, Inc.(b) Relationship Between Interested Person and Organization:KKR is a Substantial Contributor to the Organization.(c) Amount of Transaction: $3,326,659(d) Description of Transaction: Research Funding, Facility Rent, Cost Reimbursements (e) Sharing of Organization Revenues?: No |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a; | Dr. Erica Ollmann Saphire, one of the world's leading experts in pandemic and emerging viruses, joined LJI faculty in the spring of 2019. Dr. Saphire directs an international consortium analyzing antibody therapeutics and vaccine responses. Her lab studies the three-dimensional structures of viral proteins to understand, at the molecular level, how viruses like Ebola, Marburg and Lassa are so deadly. In a series of groundbreaking discoveries, her team has determined the molecular structures of the Ebola, Sudan, Bundibugyo, Marburg, LCMV and Lassa virus surface glycoproteins; how these viruses suppress immune function and where human antibodies dock to defeat these viruses. A widely recognized structural biologist, Dr. Saphire has established a molecular imaging facility at La Jolla Institute for cryo-electron microscopy (cryo-EM). The extremely detailed images produced by cryo-EM reveal precisely how essential mechanisms of the immune system operate. Bringing Dr. Saphire's expertise and state-of-the-art cryo-EM capabilities to the Institute will help LJI scientists drive pioneering advances from molecular structure to human immunology to global health. Among the flood of research papers published by scientists and scholars in academic journals year in and year out, by some estimates their numbers now exceed 2,500,000 papers annually; the research contributions of scientists at La Jolla Institute for Immunology stand out for their global impact. Four researchers, or 19 percent of La Jolla Institute for Immunology's faculty, have been named in the Highly Cited Researchers 2019 list from the Web of Science Group. The 2019 Highly Cited Researchers list, released November 19 by the Web of Science Group, identifies scientists who produced multiple papers ranking in the top 1% by citations for their field and year of publication, demonstrating significant research influence among their peers. La Jolla Institute for Immunology faculty on the list include Professor Shane Crotty, Ph.D., whose ground breaking work on the immunology underlying vaccines earned him a spot on the list for the fourth year in a row; Professor Alessandro Sette, Dr. Biol.Sci., whose sustained efforts to systematically dissect the immune response to a wide range of microbes and allergens has a tremendous impact on the field of immunology, made the list for the second year. This year, they are joined by Professor Bjoern Peters, Ph.D., who helped established the Immune Epitope Database, a free, searchable site that houses data from more than 1.6 million experiments, making it a one-stop shop for understanding and predicting the body's response to viruses, bacteria, cancer, allergens and more, and Professor Anjana Rao, Ph.D., whose pioneering insights into the fundamentals of T cell biology have the potential to successfully address T cell exhaustion, which, in the past, has limited the success of cancer immunotherapies. In 2019, professors Crotty and Sette were named as Fellows of the American Association for the Advancement of Science (AAAS). Election as an AAAS Fellow is an honor bestowed upon AAAS members by their peers. Dr. Crotty was elected an AAAS fellow in recognition of his distinguished contributions to the field of vaccine immunology, particularly defining and characterizing T follicular helper (Tfh) cells and their roles in humoral immunity. Dr. Sette was recognized for his distinguished contributions to the field of immunology, particularly for providing insights into T-cell specificity and immune-profiling of T-cells in human disease, and for pioneering immuno-informatics. Dr. Crotty also was selected to receive the 2019 Frederick W. Alt Award for New Discoveries in Immunology for his pioneering insights in the fundamentals of what makes a good immune response to help custom-engineer vaccine candidates so they elicit a protective immune response. The award is given annually to a former Cancer Research Institute postdoctoral fellow in recognition of outstanding success in academia or industry for research that has had a major impact in the field of immunology. The American Association of Immunologists (AAI) has named LJI President and Chief Scientific Officer Dr. Mitchell Kronenberg, a world expert in T cell biology, as an AAI 2019 Distinguished Fellow. He is among 52 immunologists, including five Nobel Laureates, selected for the inaugural class of fellows. Election as a Distinguished Fellow is among the highest honors bestowed by AAI and recognizes members for distinguished careers and outstanding scientific contributions as well as their service to AAI and the immunology community. Dr. Kronenberg is best known for his extensive studies of a subset of specialized T cells known as invariant natural killer T (iNKT) cells and their brethren, mucosal-associated invariant T (MAIT) cells. Both cell types are an integral part of the innate immune response, which reacts almost immediately to foreign invaders. Sara McArdle, Ph.D., a microscopy specialist at La Jolla Institute for Immunology (LJI) who helps scientists take advantage of the latest imaging technology by bridging the gap between engineering, software development, data processing and biology, was selected as one of seventeen "Imaging Scientists" by the Chan Zuckerberg Initiative (CZI). CZI initiated the Imaging Scientists program to break down the walls between disciplines and empower biologists to reap the most benefit from new technical advances in the field of imaging. It funds imaging specialists who can move creatively between different fields, from physics and medicine, to engineering and biology. In 2019, La Jolla Institute for Immunology (LJI) has been awarded a $22 million contract renewal over seven years from the National Institutes of Health (NIH) to host and expand the Immune Epitope Database (IEDB). The database is the world's most comprehensive collection of scientific data on how the immune system responds to a wide range of infectious agents, allergy-causing substances, and other stimuli that activate the immune system. A La Jolla Institute-led consortium was awarded up to $35 million by the National Institutes of Health. It brings together experts from around the world to streamline and accelerate the development of immunotherapeutics against emerging and re-emerging viral threats under the leadership of Dr. Saphire. The Viral Immunotherapeutic Consortium (VIC) continues a tremendously successful international program that Dr. Saphire initiated and directed to bridge the gap between results obtained in the lab and effective treatments that can be deployed in the field. The consortium, now headquartered at La Jolla Institute for Immunology, will specifically focus on the clinical development of therapeutic candidates identified by the VIC for Ebola and other related filoviruses, arenaviruses, such as Lassa virus as well as a third major global threat, alphaviruses, which infect millions of people across the world. 2019 Notable Research Results In 2019, LJI research teams made discoveries meriting publication in leading peer-reviewed scientific journals 147 papers in all, continuing a trend of very high productivity. 45 of them appeared in high impact journals, which is a measure of the research's pioneering nature and influence. 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 2019 include: Dr. Crotty showed that new HIV vaccine delivery strategy appears to enhance the protective immune response in a preclinical model. He and his colleagues discovered that delivering an HIV vaccine in small doses over a series of days leads to a stronger immune response than when the same vaccine is given all at once. A similar escalating dose method could be the best way to administer an HIV vaccine in future clinical trials. In an unrelated study, Dr. Crotty and his team discovered why some kids are prone to repeated bouts of strep throat while others appear to be more or less immune. His findings suggest that recurrent tonsillitis is a multifactorial disease where immunological factors combined with an underlying genetic susceptibility allow group A strep to invade the throats of certain individuals time and again. Gaining a better understanding of why some children fail to develop protective immunity also opens the door to developing a vaccine to protect against strep throat, the researchers predict. |
| Form 990, Part III, Line 4a; | Dr. Anjana Rao and her team devised a strategy to counteract T cell exhaustion in CAR T cancer therapies. A growing number of cancer patients are being offered a promising new treatment called CAR T cell therapy. In this therapy, a patients' own T cells are removed and genetically engineered to better recognize cancer cells. The cells are then returned to the patient's body, where they can mount an immune response. CAR T-cell therapies have saved lives, but there has been a downside: T cells can get overstimulated over time and can stop working due to a phenomenon called T cell exhaustion. The scientists' new study shows that a family of proteins, called Nr4a transcription factors, have a prominent role in regulating the genes associated with T cell exhaustion. Using a mouse model, the scientists demonstrated that treating mice with CAR T cells lacking these Nr4a transcription factors led to smaller tumors and better survival. Dr. Saphire and her team revealed Lassa virus' soft spot. CAAs this year's Lassa fever outbreak in Nigeria is finally ebbing, the total tally came to more than 600 infected people, one-quarter of them dead. Thousands more die each year, uncounted in rural villages throughout West Africa. With an annual wave of infections and new viral strains emerging, it has never been more important to understand the characteristics of a broadly protective immune response in order to develop effective treatments, or better yet, a vaccine. A new study led by Instructor Kathryn Hastie, Ph.D., and Professor Erica Ollmann Saphire, Ph.D., identified and then reverse engineered the molecular properties shared by antibodies that are particularly efficient at inactivating or "neutralizing" the virus. The team's findings also revealed that most neutralizing antibodies bind to the same spot on the surface of Lassa virus, providing a map for rational vaccine design. A study by Dr. Pandurangan Vijayanand identified a type of T cell that possesses superior tumor killing potential. Immunotherapies hold promise as a way to prompt a patient's own immune system to fight cancer cells. Yet immunotherapies only work in about 30 percent of patientsand they can cause dangerous side effects. In their new study, LJI scientists collaborated with a team from the University of Southampton to better understand a group of immune cells called tissue-resident memory T cells (TRMs). These cells are known to help the body fight infection, but there is increasing evidence that they also play a key role in fighting tumors. According to the new Journal of Experimental Medicine study, published in the June 21, 2019 edition, TRMs are indeed key tumor fighters. These cells are unique for their ability to seek out and kill tumor cells without suffering from the common phenomenon of T cell "exhaustion." Competitive Research Grant Funding & Research Awards & Distinctions During 2019, LJI scientists worked with the support of hundreds of grants, contracts and fellowships. The granting or prime institutions included: AbViro, American Association for Cancer Research, American Diabetes Association, American Heart Association, Bill & Melinda Gates Foundation, Boston Children's Hospital, Cancer Research Institute, Celsense, Chan Zuckerberg Initiative, CIRM, Columbia University, Crohn's and Colitis Foundation, Cue BioPharma, Eli Lilly, Emergent, Evotec, Expres2ion fund, Gritstone, Human Vaccines Project, Icahn School of Medicine at Mount Sinai, Incyte Corporation, Jane Coffin Childs, Kiowa Kirin Pharmaceuticals Research Inc., Lurie Children's Hospital of Chicago, Lyell Immunopharma, Michael J. Fox Foundation, Nektar Therapeutics, Neon Therapeutics, Novo Nordisk, Ondek, Parker Institute, Pew Charitable Trust, Pfizer, RythRx Therapeutics, SBP Medical Discovery Institute, Scripps Research Institute, Takeda, Tremeau Pharmaceuticals, Tulane University, Turnstone, Ukko Inc., Umea University/EU Commission, University of Oxford, University of California Berkeley, University of California Los Angeles, University of California Riverside, University of California San Diego, University of Pennsylvania, University of Virginia, Vanderbilt University, Vasculitis Foundation, Washington University, St Louis, Zalgen, AALAS, Albert Einstein College of Medicine, American Association of Immunologists, Bristol-Myers Squibb, Cedars Sinai Medical Center, Chicago Biosolutions, Emory University, Flow Pharma, Integrated Biotherapeutics, International AIDS Vaccine Initiative, iTeos Therapeutics, Leukemia & Lymphoma Society, Medical College of Wisconsin/Doris Duke Charitable Foundation, Moores Cancer Center, National Institute for Biotechnology, National Institutes of Health, Naval Medical Research Center, Oregon University, Quality Biological, Inc., Regeneron Pharmaceuticals, Inc, University of Washington With new and recurring grant support, the Institute received more than $54 million in research funding in 2019, which is supplemented by corporate funding sources as well as philanthropic support. |
| Form 990, Part VI, Section A, line 2 | Mitchell Kronenberg, Ph.D. and Hilde Cheroutre have a family relationship. |
| Form 990, Part VI, Section B, line 11b | In accordance with written Institute Policy, a draft of Form 990 is provided to all Board Members for their review and comment approximately 10 days prior to filing. This provides an opportunity for members of the Board to ask questions and obtain additional information. Comments and suggested changes to the draft are incorporated into the final version of Form 990. |
| 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. The institute also periodically engages an independent compensation Consulting firm to perform compensation studies for key individuals and to Evaluate the institute's executive compensation and benefits programs for Reasonableness. 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. Summarized Financial data is also made available as part of the Institute's Annual Report, which is widely distributed, and can be downloaded from the Institute's web site. |
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