2019-11-13T15:32:30-06:00 2018-12-31 KPMG LLP 60 South Street Boston MA 02111 990 2018-01-01 010211513 THE JACKSON LABORATORY % DOUGLAS ABBOTT JACK 2072886000 600 MAIN STREET BAR HARBOR ME 04609 DOUGLAS ABBOTT CFO 2072886000 2019-11-13 true TARA D'AGOSTINO P01245488 6179881000 2019-11-07 167.68.102.5 04502320193175000016 2019-11-13 P C4F6C63D769722A76C08CB9BC86746DE0267EAEE 9C37FB02EE77A6FF00EC66693955615721E3AD8A 2018 2020-04-17 16:48:07Z EDISON LIU 600 MAIN STREET BAR HARBOR ME 04609 590970025 false X WWW.JAX.ORG X 1929 ME THE PURPOSES OF THE LABORATORY ARE SCIENTIFIC, MEDICAL, CHARITABLE, AND EDUCATIONAL TO DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE BIOMEDICAL COMMUNITY. 27 25 2557 27 572001 908564 100092912 111234633 257779916 285848068 15420322 25138416 2672674 10230882 375965824 432451999 2254850 2265145 0 0 185441730 205976997 0 0 5107118 147897584 158887011 335594164 367129153 40371660 65322846 890104660 1024759952 177190312 284815804 712914348 739944148 X THE PURPOSES OF THE LABORATORY ARE SCIENTIFIC, MEDICAL, CHARITABLE, AND EDUCATIONAL. 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$292,743 WHICH WAS AN ALLOCATION OF EMPLOYEE COMPENSATION FOR LOBBYING ACTIVITIES, AS DEFINED IN FORM 990 INSTRUCTIONS, AND $301 FOR TRAVEL. LINE 1I THE LABORATORY CONTRIBUTED $7,500 TO MAINE ECONOMIC GROWTH COALITION THAT SUPPORTED A RESEARCH AND DEVELOPMENT BOND TO HELP MAINE ORGANIZATIONS INVEST IN EQUIPMENT AND INFRASTRUCTURE. false 167681269 115378127 -16079673 147601 4942442 261889680 142754972 4085113 25071184 44189 4185811 167681269 132698100 3012349 7926846 44125 838198 142754972 126609811 7348710 -728319 33750 498352 132698100 108965719 11841924 5890303 88135 126609811 0.78000 0.13500 0.08500 false false 11226449 11226449 619675975 227534090 392141885 0 171397928 133895235 37502693 45003958 45003958 485874985 0 RETIREMENT PLAN OBLIGATIONS 5191531 5191531 X 394158953 -38293046 -38293046 432451999 432451999 367129153 367129153 367129153 ENDOWMENT FUNDS PART V, LINE 4 THE INVESTMENT AND SPENDING POLICIES FOR THE ENDOWMENT ASSETS HAVE BEEN ESTABLISHED TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR THE PROGRAMS SUPPORTED BY THE ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT FUNDS WERE PRIMARILY SPENT ON RESEARCH, TRAINING, AND EDUCATION. LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740) PART X, LINE 2 THE LABORATORY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), AS AMENDED, AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO THE CODE. IN ACCORDANCE WITH GAAP, THE LABORATORY ASSESSES WHETHER THERE ARE UNCERTAIN TAX POSITIONS AND DETERMINED THERE WERE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL EFFECT ON THE CONSOLIDATED FINANCIAL STATEMENTS. Europe (Including Iceland and Greenland) 3 PROGRAM SERVICES GENETIC RESOURCES 306114 Central America and the Caribbean INVESTMENTS 9920232 Europe (Including Iceland and Greenland) Program Services GENETIC RESOURCES Middle East and North Africa Program Services Genetic Resources East Asia and the Pacific Program Services Genetic Resources North America Program Services Genetic Resources South America Program Services Genetic Resources South Asia Program Services Genetic Resources 90580 East Asia and the Pacific Program Services Genetic Resources 1153638 East Asia and the Pacific Program Services Research 346092 Russia and the Newly Independent States Program Services Genetic Resources Europe (Including Iceland and Greenland) Program Services Education 33545 3 3 11850201 11850201 true false true true false true BASIS OF ACCOUNTING PART I, LINE 3, COLUMN F THE BASIS OF ACCOUNTING ON THE FINANCIAL STATEMENTS IS ACCRUAL. true TOWN OF BAR HARBOR 49 Park Street BAR HARBOR ME 04609 016000061 GOV'T 93900 FMV N/A GENERAL SUPPORT FOUNDATION FOR BIOMEDICAL RESEARCH 1100 Vermont Avenue NW Suite 1100 WASHINGTON DC 20005 042688181 501(C)(6) 8500 FMV N/A SUPPORT GENERAL SUPPORT CITY OF ELLSWORTH 1 CITY HALL PLAZA ELLSWORTH ME 04605 016000027 GOV'T 25000 FMV N/A SUPPORT GENERAL SUPPORT 2 1 SCHOLARSHIPS/STIPENDS 494 2100324 MONITORING THE USE OF GRANT FUNDS IN THE U.S. PART I, LINE 2 IN RECOGNITION OF THE CLOSE RELATIONSHIP BETWEEN THE LABORATORY AND THE TOWN OF BAR HARBOR, THE LABORATORY MADE A VOLUNTARY PAYMENT TO THE TOWN. THE MISSION OF THE FOUNDATION FOR BIOMEDICAL RESEARCH TO IMPROVE HUMAN AND ANIMAL HEALTH IS CLOSELY ALIGNED WITH THE ORGANIZATION'S RESEARCH AND EDUCATIONAL MISSION. IN RECOGNITION OF THE CLOSE RELATIONSHIP BETWEEN THE LABORATORY AND THE CITY OF ELLSWORTH, THE LABORATORY MADE A VOLUNTARY PAYMENT TO THE CITY. THE ALLOCATION OF GRANTS AND OTHER ASSISTANCE TO LOCAL ORGANIZATIONS IS DETERMINED ON AN ANNUAL BASIS. VARYING AMOUNTS OF ASSISTANCE IN THE FORM OF GRANTS, FELLOWSHIPS AND STIPENDS ARE AWARDED TO SUMMER STUDENTS, LABORATORY INTERNS, GRADUATE STUDENTS, INSTRUCTORS AND COURSE ATTENDEES BASED ON NEED AND MERIT. ALL RECIPIENTS OF GRANT FUNDS EITHER WORK AT THE LABORATORY UNDER THE SUPERVISION OF LABORATORY EMPLOYEES OR ATTEND COURSES. CONFERENCE ORGANIZERS REGULARLY MONITOR ATTENDANCE OF COURSES BY GRANT RECIPIENTS, AND RESPONSIBLE FACULTY MEMBERS OVERSEE AND MONITOR OTHER FORMS OF SCHOLARSHIP ASSISTANCE TO INDIVIDUAL STUDENTS, INTERNS OR OTHER SCIENTISTS THROUGH OVERSIGHT OF THEIR ASSIGNMENTS. X true true X X X X X false true false false false false false true false EDISON T LIU MD PRESIDENT & CEO 779430 0 250000 0 94438 0 127500 0 27501 0 1278869 0 0 0 S CATHERINE LONGLEY EXECUTIVE VICE PRESIDENT & COO 443214 0 97500 0 33325 0 97500 0 12463 0 684002 0 0 0 CHARLES E HEWETT PHD EXECUTIVE VICE PRESIDENT 428451 0 50000 0 47256 0 27500 0 17083 0 570290 0 0 0 AUROBINDO NAIR EXECUTIVE VP & PRESIDENT JMCRS 592939 0 145500 0 14102 0 67500 0 26156 0 846197 0 0 0 KENNETH H FASMAN SENIOR VICE PRESIDENT RESEARCH 402638 0 46656 0 2322 0 27500 0 30012 0 509128 0 0 0 NADIA A ROSENTHAL SCIENTIFIC DIRECTOR 399137 0 46968 0 6858 0 27500 0 918 0 481381 0 0 0 CHARLES LEE MD SCIENTIFIC DIRECTOR, JAX GM 288945 0 51233 0 4880 0 27500 0 29425 0 401983 0 0 0 JACQUES F BANCHEREAU PHD PROFESSOR 353427 0 35000 0 7258 0 27500 0 11453 0 434638 0 0 0 JOHN RYAN GENERAL COUNSEL 305658 0 0 0 68240 0 12981 0 21412 0 408291 0 0 0 JENS RUETER MEDICAL DIRECTOR 354710 0 53585 0 2460 0 27500 0 27933 0 466188 0 0 0 GREGORY LEET VICE PRESIDENT FOR ADVANCEMENT 354182 0 63000 0 8064 0 27500 0 11034 0 463780 0 0 0 BARBARA-JEAN BORMANN-KENNEDY VP SCI TRANSLATION/ALLIANCES 336247 0 22440 0 15087 0 27500 0 900 0 402174 0 0 0 BENEFITS PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE JACKSON LABORATORY GROSSES UP THE AMOUNT ADDED TO WAGES FOR IMPUTED INSURANCE PREMIUMS FOR LIFE, DISABILITY, AND LONG TERM CARE BENEFITS FOR THE SENIOR MANAGEMENT GROUP TO COVER TAXES. THE LABORATORY ALSO GROSSES UP WAGES TO COVER THE TAX IMPACT OF GIFT CARDS AND OTHER AWARDS OR PRIZES TO EMPLOYEES SO THAT THE RECIPIENTS RECEIVE THE FULL VALUE OF THE GIFT OR AWARD. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PART I, LINE 4B THE LABORATORY MAINTAINS A DEFERRED COMPENSATION PLAN UNDER SECTION 457(F): CONTRIBUTIONS MADE: PRESIDENT/CEO $100,000 EXECUTIVE VICE PRESIDENT/COO $70,000 PRESIDENT, JAX MICE, CLINICAL & RESEARCH SERVICES $40,000 NON-FIXED PAYMENTS PART I, LINE 7 THE TOTAL COMPENSATION PACKAGE OF CERTAIN OFFICERS, KEY EMPLOYEES, AND OTHER EMPLOYEES INCLUDES VARIABLE COMPENSATION AWARDED BASED ON PERFORMANCE. A ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037CTH3 2012-10-24 66355769 FINANCE CONSTRUCTION & REFUND false false false A 1695000 0 66432099 0 0 0 623401 0 0 26665257 39143441 0 2015 false true true true A false false true true true true 0.00239 0.00239 false false false true A false false false true false false 0 false 0 false true A true BOND PROCEEDS - BOND ISSUE A PART II, LINE 3 THE DIFFERENCE IN ISSUE PRICE AND LINE 3 PROCEEDS FOR BOND ISSUE A IS INTEREST INCOME FROM THE AMOUNTS HELD IN THE REFUNDING ESCROW ACCOUNT. PART IV, LINE 2(C) BOND ISSUE A - NO REBATE DUE, ARBITRAGE CALCULATION PERFORMED 10/31/2018(REFLECTING ACTIVITY 10/24/2012 THROUGH 10/31/2018). ALAN SAWYER KEY EMPLOYEE -N ROSENTHAL 173661 EMPLOYMENT - FAMILY MEMBER false X 56 754265 FMV 0 false true false CONTRIBUTIONS PART I, COLUMN B THE NUMBER OF CONTRIBUTIONS ARE REPORTED IN COLUMN B. UNRELATED BUSINESS REVENUE CORE FORM 990, PART I, LINE 7A THE JACKSON LABORATORY'S UNRELATED BUSINESS TAXABLE INCOME FOR CALENDAR YEAR 2018 INCLUDED INCOME CREATED UNDER IRC 512(A)(7) RELATED TO QUALIFIED TRANSPORTATION FRINGE BENEFITS. THE UNRELATED BUSINESS REVENUE REPORTED ON FORM 990, PART VIII, STATEMENT OF REVENUE DOES NOT INCLUDE THE EXPENSES THAT CREATE UNRELATED BUSINESS TAXABLE INCOME UNDER IRC 512(A)(7). ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 THE PURPOSES OF THE LABORATORY ARE SCIENTIFIC, MEDICAL, CHARITABLE, AND EDUCATIONAL TO DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE BIOMEDICAL COMMUNITY. TO ACCOMPLISH THIS MISSION, THE LABORATORY: 1) CONDUCTS BASIC BIOMEDICAL RESEARCH TO INCREASE THE KNOWLEDGE OF DEVELOPMENT, GROWTH, REPRODUCTION, PHYSIOLOGY, AND PATHOPHYSIOLOGY THROUGH RESEARCH WITH GENETICALLY DEFINED EXPERIMENTAL MOUSE MODELS AND OTHER MODELS OF DISEASE; 2) CONDUCTS TRANSLATIONAL BIOMEDICAL RESEARCH TO IDENTIFY THE GENOMIC IMPACT ON HUMAN DISEASE, PROMOTE THE ESTABLISHMENT OF MORE PRECISE, TARGETED THERAPIES, OFFER CUTTING EDGE GENOMIC DIAGNOSTICS TO IMPROVE PATIENT CARE, AND PROVIDE ADVANCED COMPUTATIONAL TOOLS, DATABASES AND KNOWLEDGE MANAGEMENT SYSTEMS TO THE BIOMEDICAL RESEARCH AND MEDICAL COMMUNITIES; 3) TRAINS AND EDUCATES STUDENTS, SCIENTISTS, PHYSICIANS, AND OTHER PROFESSIONALS IN THESE AREAS; AND 4) PROMOTES SCIENTIFIC DISCOVERY THROUGH THE PROVISION OF MOUSE MODELS AND OTHER MODELS OF HUMAN DISEASE AND THE PROVISION OF RESEARCH, CLINICAL, COMPUTATIONAL AND INFORMATION SERVICES TO THE GLOBAL SCIENTIFIC AND MEDICAL COMMUNITIES. PROGRAM SERVICES FORM 990 PART III LINE 4A-4C DEVELOP AND PROVIDE GENETIC RESOURCES THE JACKSON LABORATORY (JAX) IS A GLOBAL RESOURCE FOR DEVELOPING, DISTRIBUTING AND ANALYZING INNOVATIVE MODELS OF HUMAN DISEASE. IT OFFERS AN ARRAY OF MODEL CREATION, HUSBANDRY AND DIAGNOSTIC AND ANALYTICAL SERVICES, RANGING FROM CUSTOM BREEDING AND STRAIN PRESERVATION TO DRUG EFFICACY STUDIES AND GENOME SEQUENCING, ALL FOCUSED ON EMPOWERING BASIC SCIENTIFIC RESEARCH AND DRUG DISCOVERY. JAX MAINTAINS OVER 10,900 GENETICALLY DISTINCT STRAINS OF RESEARCH MICE AND, IN 2018, DISTRIBUTED THEM TO RESEARCHERS FROM MORE THAN 1,700 ORGANIZATIONS IN APPROXIMATELY 50 COUNTRIES, TO SUPPORT THEIR EFFORTS TO FIND CURES FOR THE WORLD'S MOST DEVASTATING HUMAN DISEASES AND BRING ADVANCED THERAPIES TO PATIENTS. THE LABORATORY ALSO HOSTS THE MOUSE GENOME INFORMATICS DATABASE, THE WORLD'S SOURCE FOR INFORMATION ON MOUSE GENETICS AND BIOLOGY. IN 2018, 700 MOUSE STRAINS WERE DONATED TO THE LABORATORY OR DEVELOPED BY JAX RESEARCH STAFF WITH ACADEMIC/FOUNDATION OR PUBLICLY FUNDED RESEARCH PROGRAMS. THE LABORATORY MAKES THESE RESOURCES PUBLICLY ACCESSIBLE THROUGH ITS REPOSITORY, PRODUCTION AND RESEARCH SERVICES. DISTRIBUTION OF THESE STRAINS HELPS SUPPORT CURES FOR THE WORLD'S MOST PREVALENT HUMAN DISEASES AND ACCELERATES THE TIME TO BRING NEW THERAPIES TO PATIENTS. THE LABORATORY COLLABORATED WITH OTHER NON-PROFIT PATIENT FOUNDATIONS FOR RARE DISEASES TO ESTABLISH MOUSE RESOURCES TO FURTHER PRECLINICAL THERAPEUTIC STUDIES. THE LABORATORY MAKES THE JAX CLINICAL KNOWLEDGEBASE (CKB) RESOURCE PUBLICLY AVAILABLE, ENABLING CLINICIANS AND TRANSLATIONAL RESEARCHERS TO INTERPRET COMPLEX CANCER GENOMIC PROFILES. ACCEPTANCE AND USAGE OF CKB HAS BEEN STEADILY INCREASING; CKB HAS RECEIVED OVER 300,000 VISITS SINCE ITS LAUNCH IN 2016. BIOMEDICAL RESEARCH THE LABORATORYS RESEARCHERS COMBINE EXPERIENCE IN MAMMALIAN GENETICS AND HUMAN GENOMICS TO SHAPE AN INTEGRATED APPROACH TO PERSONALIZED MEDICINE. SCIENTISTS WORK COLLABORATIVELY AND CROSS-DISCIPLINE, LEVERAGING EXPERTISE IN CANCER, IMMUNOLOGY, NEUROGENETICS, LIFE-CYCLE BIOLOGY, THE MICROBIOME, AND COMPUTATIONAL BIOLOGY. MORE THAN 400 LABORATORY SCIENTISTS HOLD ADVANCED DEGREES AND THE LABORATORY SUPPORTS MORE THAN 70 RESEARCH TEAMS. FACULTY MEMBERS HAVE 534 ACTIVE SPONSORED RESEARCH COLLABORATION AGREEMENTS WITH 574 ACADEMIC RESEARCH AND CLINICAL INSTITUTIONS. MULTIPLE LABORATORY CENTERS COORDINATE EXPERTISE AROUND CRITICAL RESEARCH AREAS. SINCE 1983 THE LABORATORY HAS HAD A NATIONAL CANCER INSTITUTE-DESIGNATED CANCER CENTER, ONE OF ONLY SEVEN SUCH DESIGNATED INSTITUTIONS IN THE UNITED STATES. TO DATE 26 NOBEL PRIZES ARE ASSOCIATED WITH LABORATORY RESEARCH, EDUCATION PROGRAMS AND RESOURCES. EDUCATION AND TRAINING THE LABORATORY OFFERS EDUCATIONAL PROGRAMS FOR SCIENTISTS THROUGHOUT THEIR CAREERS FROM STEM EDUCATION FOR HIGH SCHOOL STUDENTS AND TRAINING FOR SCIENCE AND MATH TEACHERS TO COURSES AND CONFERENCES FOR EXPERIENCED RESEARCHERS DEFINING THE CUTTING EDGE OF GENOMICS AND GENETICS INTO THEIR PRACTICES. FOR MORE INFORMATION ON THE LABORATORYS PROGRAM SERVICES, PLEASE REFER TO THE JACKSON LABORATORY 2018 ANNUAL REPORT AT HTTPS://WWW.JAX.ORG/ANNUAL-REPORT/2018# SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS FORM 990, PART VI, SECTION A, QUESTION 4 DURING 2018 THE LABORATORY FILED ARTICLES OF AMENDMENT TO AMEND THE PURPOSE SECTION OF THE ARTICLES OF INCORPORATION TO MORE FULLY ENCOMPASS THE LABORATORY'S CURRENT ACTIVITIES AND CHARITABLE AND SCIENTIFIC MISSION. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, QUESTION 11B THE AUDIT AND ENTERPRISE RISK MANAGEMENT COMMITTEE OF THE JACKSON LABORATORY'S BOARD OF TRUSTEES REVIEWS A DRAFT COPY OF THE IRS FORM 990 BEFORE IT IS PROVIDED TO THE BOARD OF TRUSTEES. AFTER THE AUDIT AND ENTERPRISE RISK MANAGEMENT COMMITTEE'S REVIEW, THE PUBLIC DISCLOSURE COPY OF IRS FORM 990 IS FINALIZED AND PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, QUESTION 12C THE JACKSON LABORATORY REQUESTS ALL OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES COMPLETE A "CERTIFICATION OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY AND CODE OF ETHICS" FORM AND A "CONFLICT OF INTEREST DISCLOSURE FORM" QUESTIONNAIRE, AND DISTRIBUTES ALL POLICIES REGARDING THE CONFLICT OF INTEREST AND CODE OF ETHICS. THIS PROCESS IS DONE ANNUALLY. THE DISCLOSURE AND COMPLIANCE ATTESTATIONS ARE RETURNED TO THE GENERAL COUNSEL, WHERE THEY ARE RECORDED AND TALLIED FOR COMPLETENESS. DISCLOSURES, AS WELL AS ANY FOLLOW UP QUESTIONS, ARE ROUTED THROUGH GENERAL COUNSEL, AND IF NECESSARY THE AUDIT COMMITTEE. TRUSTEES AND EXECUTIVES WITH AN APPARENT OR ACTUAL CONFLICT OF INTEREST RECUSE THEMSELVES FROM DECISION MAKING. COMPENSATION POLICY FORM 990, PART VI, SECTION B, QUESTION 15A & B THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES COMPENSATION AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER AND THE COMMITTEE REVIEWS THE COMPENSATION AND BENEFITS FOR THE KEY MEMBERS OF SENIOR MANAGEMENT LISTED IN SCHEDULE J. MEMBERS OF THE COMMITTEE ARE INDEPENDENT TRUSTEES SELECTED BY THE CHAIR OF THE BOARD OF TRUSTEES. THE COMMITTEE IS GUIDED BY COMPENSATION MARKET DATA FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. MARKET DATA IS PREPARED FOR THE COMMITTEE BY AN EXTERNAL EXECUTIVE COMPENSATION FIRM WHICH CONSIDERS COMPENSATION INFORMATION REPORTED IN FORM 990'S OF COMPARABLE ORGANIZATIONS AND THE RESULTS OF RECOGNIZED COMPENSATION SURVEYS. THE CHIEF HUMAN RESOURCES OFFICER IS AVAILABLE TO THE COMMITTEE TO PROVIDE ANY OTHER DATA NEEDED. THE CEO MEETS WITH THE COMMITTEE AT LEAST ANNUALLY TO REVIEW THE COMPENSATION OF HIS REPORTS. THE COMMITTEE'S REVIEW PROCESS AND RESULTS ARE DOCUMENTED IN MINUTES OF THE MEETINGS. PUBLIC DISCLOSURE FORM 990, PART VI, SECTION C, QUESTION 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG AND ON THE ORGANIZATION'S PUBLIC WEBSITE WWW.JAX.ORG. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.JAX.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. 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