PALO ALTO VETERANS INSTITUTE FOR RESEARCH: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PALO ALTO VETERANS INSTITUTE FOR RESEARCH (EIN 77-0207331)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-05-29
- IRS object ID
- 201901499349301260
- Schema version
- 2017v2.3
- 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 C
- Schedule D
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-29T19:05:03-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770207331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALO ALTO VETERANS INSTITUTE FOR | BusinessNameLine1Txt |
| Business Name Line2 | RESEARCH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALO | BusinessNameControlTxt |
| Phone | 6508583970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 MIRANDA AVENUE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE LIANG | PersonNm |
| Person Title | CFO/COO | PersonTitleTxt |
| Phone | 6508583970 | PhoneNum |
| Signature | 2019-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE VAN | PreparerPersonNm |
| PTIN | P01294411 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2019-05-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-28 | IPDt |
| IP Tm | 20:50:06 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 49EFC680F81229405EF199BD73E62A476B2398BF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAVIR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL A HINDERY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 MIRANDA AVENUE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,157,044 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PAVIR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | ADVANCE VETERAN AND PUBLIC HEALTH THROUGH INNOVATIVE RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 309 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,151 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,428,354 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,485,362 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,764,860 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,589,866 | CYProgramServiceRevenueAmt |
| PY Investment Income | $36,210 | PYInvestmentIncomeAmt |
| CY Investment Income | $53,865 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,961 | PYOtherRevenueAmt |
| CY Other Revenue | $27,951 | CYOtherRevenueAmt |
| PY Total Revenue | $28,240,385 | PYTotalRevenueAmt |
| CY Total Revenue | $28,157,044 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,118,014 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,110,839 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,567,864 | PYOtherExpensesAmt |
| CY Other Expenses | $11,356,014 | CYOtherExpensesAmt |
| PY Total Expenses | $27,685,878 | PYTotalExpensesAmt |
| CY Total Expenses | $28,466,853 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $554,507 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$309,809 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,757,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,338,139 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,466,398 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,355,844 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,291,105 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,982,295 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OPAVIR'S MISSION IS ADVANCING VETERANS AND PUBLIC HEALTH THROUGH INNOVATIVE RESEARCH. PAVIR WORKS WITH MORE THAN 100 RESEARCHERS AND 215 STAFF TO SUPPORT BASIC SCIENCE AND CLINICAL RESEARCH TO REALIZE ITS MISSION. PAVIR'S RESEARCH SPANS THE INVESTIGATION OF DISEASES IN THE LABORATORY TO TESTING NEW DRUG TREATMENTS AND DEVELOPING IMPROVED MODELS OF HEALTH CARE DELIVERY. IN ADDITION TO A FOCUS ON BASIC SCIENCE AND CLINICAL RESEARCH, PAVIR'S RESEARCH ADDRESSES HEALTH CHALLENGES THAT HAVE BEEN FACED ESPECIALLY BY VETERANS, INCLUDING POST-TRAUMATIC STRESS DISORDER AND TRAUMATIC BRAIN INJURY, GERIATRIC MEDICINE, REHABILITATION, SLEEP AND OTHER VETERANS AND PUBLIC HEALTH DISEASES. PAVIR'S RESEARCHERS HAVE APPOINTMENTS AT THE VA PALO ALTO HEALTH CARE SYSTEM, AND MOST HOLD DUAL APPOINTMENTS AT THE STANFORD UNIVERSITY SCHOOL OF MEDICINE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $899,863 | ExpenseAmt |
| Revenue | $903,380 | RevenueAmt |
| Desc | DEFENSE AND VETERANS BRAIN INJURY CENTER (DVBIC). PRINCIPAL INVESTIGATOR: ODETTE HARRIS, M.D., M.P.H. THE DEFENSE AND VETERANS BRAIN INJURY CENTER (DVBIC) OPERATES IN AN ENVIRONMENT THAT WORKS IN COLLABORATION WITH THE DEPARTMENT OF REHABILITATION AT THE VA PALO ALTO HEALTH CARE SYSTEM (VAPAHCS) WHICH IS AN INTEGRATED SERVICE DELIVERY SYSTEM DEVELOPED BY THE VA TO ADEQUATELY PROVIDE FOR THE COMPREHENSIVE MEDICAL, SURGICAL, AND REHABILITATION CARE FOR RETURNING SERVICE MEMBERS AND VETERANS. WE PROVIDE STATE-OF-THE-ART CARE FOR OUR VETERAN AND ACTIVE DUTY PERSONNEL THROUGH THIS INTEGRATION AND OFFER EDUCATION AND ASSISTANCE FOR THEM TO REINTEGRATE INTO SOCIETY. WE ACCESS LONGITUDINAL AND CONTINUOUS EPIDEMIOLOGIC DATA AS PRIMARY TOOLS TO FOCUS ON RELEVANT FUNCTIONAL OUTCOMES THAT HELP VETERANS, MILITARY PERSONNEL AND CIVILIANS REINTEGRATE INTO SOCIETY AFTER ACUTE INJURY. OUR CURRENT PROJECTS INCLUDE BEING A SITE FOR NATIONAL VA AND DOD LONGITUDINAL STUDIES SUCH AS TBI MODEL SYSTEMS AND CLINICAL TRACKING FORM STUDY. USING VARIOUS INNOVATIVE INTERVENTIONS SUCH AS NEUROMODULATION, COMPLIMENTARY ALTERNATIVE MEDICINE AND COGNITIVE REHABILITATION, DVBIC DEVELOPS TREATMENT STRATEGIES FOR HEALTH PROBLEMS FREQUENTLY REPORTED IN THE BRAIN INJURED POPULATIONS. THROUGH OUR LOCAL AND NATIONAL COLLABORATIONS WITHIN THE DVBIC NETWORK AS WELL AS WITH UNIVERSITIES AND HOSPITALS ACROSS THE NATION, WE ARE AMONG THE LEADERS IN ADVANCED NEUROIMAGING, BIOMARKER AND COMPUTERIZED COGNITIVE ASSESSMENTS FOR DIAGNOSIS AND MANAGEMENT OF BRAIN INJURIES AND THEIR RELATED SYMPTOMS. CURRENT PROJECTS IN SUCH POPULATIONS INCLUDE LARGE MULTI-SITE LONGITUDINAL ASSESSMENT AND NEUROIMAGING AND NEUROMODULATION STUDIES FUNDED BY DOD, VA AND NIH. OUR LEADERSHIP PROVIDES MENTORSHIP TO POSTDOCTORAL FELLOWS FROM THE VA OFFICE OF ACADEMIC AFFAIRS AND RESIDENTS IN PSYCHIATRY, NEUROLOGY AND PHYSICAL MEDICINE AND REHABILITATION DEPARTMENTS AT STANFORD. OUR REGIONAL EDUCATION COORDINATOR ALONG WITH OUR NATIONAL DVBIC EDUCATION DEPARTMENT PROVIDES LOCAL AND REGIONAL TBI AWARENESS AND WE HOST AN ANNUAL TBI FORUM TO PROVIDE UPDATED CLINICAL AND RESEARCH INFORMATION TO PROVIDERS, RESEARCHERS, PATIENTS AND CAREGIVERS. WE UTILIZE OUR ACTIVE CLINICAL PRACTICE AT THE VA PALO ALTO AND STANFORD NEUROSURGERY DEPARTMENT AND OUR DVBIC EDUCATION NETWORK TO TRANSLATE OUR NEUROSCIENCE-DRIVEN RESEARCH METHODOLOGIES INTO THESE CLINICAL SETTINGS FOR TARGETED AND ACCURATE MEDICAL CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $830,163 | ExpenseAmt |
| Revenue | $830,163 | RevenueAmt |
| Desc | TARGETED STRATEGIES TO ACCELERATE EVIDENCE-BASED PSYCHOTHERAPY (EBP) IMPLEMENTATION IN MILITARY. PRINCIPAL INVESTIGATORS: CRAIG S. ROSEN, PH.D. AND CARMEN P. MCLEAN, PH.D. THIS FOUR-YEAR STUDY, FUNDED BY THE DEPARTMENT OF DEFENSE, IS AIMED AT INCREASING USE OF EVIDENCE-BASED PSYCHOTHERAPIES (THERAPIES PROVEN EFFECTIVE IN RESEARCH) IN CLINICS ON MILITARY BASES. DESPITE EFFORTS TO TRAIN MILITARY PROVIDERS IN EFFECTIVE PSYCHOTHERAPIES FOR POST-TRAUMATIC STRESS DISORDER (PTSD), ONLY A MINORITY OF SERVICE MEMBERS RECEIVE THESE TREATMENTS. THIS TRIAL TESTS WHETHER A TAILORED PROCESS IMPROVEMENT APPROACH (USING A TOOLKIT FOR MATCHING SPECIFIC CHANGE STRATEGIES TO LOCAL BARRIERS) IS MORE EFFECTIVE THAN PROVIDER TRAINING ALONE IN EXPANDING THE PROPORTION OF PATIENTS WHO RECEIVE AN EBP. THE PROJECT, LED BY INVESTIGATORS AT THE NATIONAL CENTER FOR PTSD AND PALO ALTO VETERANS INSTITUTE FOR RESEARCH (PAVIR), INCLUDES COLLABORATORS FROM FIVE UNIVERSITIES AND EIGHT MILITARY TREATMENT FACILITIES. OBJECTIVES: TO TEST IN A STEPPED-WEDGE RANDOMIZED TRIAL WHETHER THE TARGETED ASSESSMENT AND CONTEXT-TAILORED IMPLEMENTATION OF CHANGE STRATEGIES (TACTICS) INCREASES USE OF EVIDENCE-BASED PSYCHOTHERAPY MORE THAN DOES PROVIDER TRAINING ALONE. SECONDARY OUTCOMES INCLUDE EFFECTS OF TACTICS ON AVERAGE IMPROVEMENT IN PTSD SYMPTOMS, AND SATISFACTION WITH THE TACTICS PROCESS. ACCOMPLISHMENTS: ALL STAFF HAVE BEEN HIRED, EIGHT MILITARY CLINICS REPRESENTING ALL SERVICE BRANCHES HAVE BEEN RECRUITED, MILITARY IRB APPROVAL HAS BEEN OBTAINED FROM OUR FIRST SITE (OTHERS ARE IN PROCESS), AND TRAINING PROVIDERS IN EVIDENCE-BASED TREATMENT HAS BEGUN. IMPLEMENTATION OF TACTICS WILL BEGIN WITHIN THE NEXT SIX MONTHS.POTENTIAL IMPACT: IF EFFECTIVE, TACTICS MAY REPRESENT A SCALABLE APPROACH TO ACCELERATING THE USE OF BEHAVIORAL HEALTH BEST PRACTICES IN MILITARY SETTINGS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $785,337 | ExpenseAmt |
| Desc | PREDICTING RESILIENCE IN THE HUMAN MICROBIOME. PRINCIPAL INVESTIGATOR: DAVID RELMAN, M.D.THE HUMAN MICROBIOME, OR THE COMMUNITIES OF MICROBES THAT ARE COMMONLY FOUND IN AND ON THE HUMAN BODY, PROVIDE A WIDE VARIETY OF BENEFITS TO THEIR HUMAN HOST, INCLUDING FOOD DIGESTION, PROVISION OF NUTRIENTS AND VITAMINS, PROTECTION AGAINST DISEASE-CAUSING MICROBES AND AGAINST ENVIRONMENTAL CHEMICALS, AND PROPER REGULATION OF HUMAN IMMUNITY AND METABOLISM. AT THE SAME TIME, THESE COMMUNITIES ARE ALSO CAPABLE OF CONTRIBUTING TO DISEASE IF THEY BECOME ALTERED. WE ARE INTERESTED IN HOW THESE COMMUNITIES CAN MAINTAIN THEIR BENEFICIAL PROPERTIES (STABILITY), ESPECIALLY WHEN CONFRONTED WITH FACTORS CAPABLE OF COMMUNITY DISTURBANCE, LIKE ANTIBIOTICS OR SHIFTS IN DIET, AS WELL AS HOW COMMUNITIES ARE ABLE TO RECOVER FROM THESE DISTURBANCE FACTORS (RESILIENCE). OUR APPROACH IS TO RECRUIT HEALTHY ADULTS, EXPOSE THEM TO SHORT COURSES OF ANTIBIOTICS, INTESTINAL CLEAN-OUT PROCEDURES (AS UNDERTAKEN BEFORE COLONOSCOPY), AND/OR TEMPORARY CHANGES IN DIET, AND ANALYZE FEATURES OF THE MICROBIOME, WITH THE SHORT-TERM GOAL OF IDENTIFYING FEATURES THAT MIGHT EXPLAIN STABILITY AND RESILIENCE. THE LONG-TERM GOALS ARE TO UNDERSTAND THE BASIS FOR MICROBIAL COMMUNITY STABILITY, MAINTENANCE OF BENEFICIAL FUNCTIONS OF THE MICROBIOME, AND RECOVERY, SO THAT PRECISE INTERVENTIONS CAN BE DESIGNED THAT WILL PROMOTE AND RESTORE THE BENEFICIAL PROPERTIES OF THE HUMAN MICROBIOME. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,738,568 | ExpenseAmt |
| Revenue | $2,856,323 | RevenueAmt |
| Desc | PAVIR IS PRIVILEGED TO WORK WITH A LARGE COMMUNITY OF UNIQUELY TALENTED MEDICAL RESEARCHERS ACROSS A BROAD SPECTRUM OF RESEARCH AREAS AS WE FULFILL OUR MISSION OF ADVANCING VETERANS AND PUBLIC HEALTH THROUGH INNOVATIVE RESEARCH. THE RANGE OF RESEARCH ACTIVITIES IS BROAD AND INCLUDES SPECIAL EMPHASIS ON MAJOR DISEASE CATEGORIES, ALL OF WHICH ARE PREVALENT IN THE VA PATIENT POPULATION. THESE INCLUDE CARDIOVASCULAR MEDICINE, MENTAL HEALTH, CHRONIC INFLAMMATORY DISEASE, STEM CELL/REGENERATIVE MEDICINE, PAIN, SLEEP DISORDERS, AND MANY OTHERS. IN ADDITION TO DISEASE SPECIFIC RESEARCH, PAVIR IS ENGAGED IN SUPPORTING RESEARCH AIMED AT ENHANCING HEALTH CARE. PAVIR'S RESEARCH PORTFOLIO INCLUDES COMPARATIVE STUDIES IN WHICH RESEARCH TEAMS ARE LEARNING WHICH TREATMENTS ARE SUPERIOR TO OTHERS, HOW TO AUGMENT OR IMPROVE STANDARD OF CARE, AS WELL AS HOW TO ENHANCE THE OPERATION OF HEALTH CARE. FURTHERMORE, PAVIR IS SUPPORTING EDUCATIONAL ACTIVITIES, ESPECIALLY IN AREAS OF ADVANCING CLINICAL CARE FOR VETERANS AND FOSTERING THE PROFESSIONAL DEVELOPMENT OF OUR EXPERT STAFF. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $21,738,568 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,856,323 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $24,253,931 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 309 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LILY IBRAGIMOV | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508583970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 MIRANDA AVENUE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARK NICOLLS | ||||||||
| DIRECTOR, BOARD CHAIR | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE LEUNG | ||||||||
| STATUTORY VA DIRECTOR, SECR/TREAS | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID J CLARK | ||||||||
| DIRECTOR | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLIE CONZ | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J FITZGERALD III | ||||||||
| STATUTORY VA DIRECTOR | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY K GOLDSTEIN | ||||||||
| DIRECTOR | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| ODETTE HARRIS | ||||||||
| DIRECTOR | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| FERID MURAD | ||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $37,865 | $0 | $0 | ||
| JOHN POLLARD | ||||||||
| STATUTORY VA DIR/AUD COMM. MEMB | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SLOSS | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP TSAO | ||||||||
| STATUTORY VA DIR/AUD COMM. CHAIR | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| KERSTIN LYNAM | ||||||||
| CEO THRU 11/14/17 | 40.00 | 0.00 | Yes (X) | $264,229 | $0 | $37,689 | ||
| MICHAEL ANTHONY HINDERY | ||||||||
| CEO START 2/1/18 | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE OIKING LIANG | ||||||||
| CFO/COO & INT CEO 11/15/17-1/31/18 | 40.00 | 0.00 | Yes (X) | $226,226 | $0 | $29,482 | ||
| MARY L THORNTON | ||||||||
| DIRECTOR OF DATA INTEGRITY | 40.00 | 0.00 | $133,586 | $0 | $21,269 | Yes (X) | ||
| ELAINE STAATS | ||||||||
| DIRECTOR OF SPONSORED RESEARCH | 40.00 | 0.00 | $131,249 | $0 | $30,425 | Yes (X) | ||
| LILY IBRAGIMOV | ||||||||
| DIRECTOR OF ACCOUNTING | 40.00 | 0.00 | $127,319 | $0 | $20,338 | Yes (X) | ||
| WEN AMY TIAN | ||||||||
| RESEARCH SCIENTIST II | 40.00 | 0.00 | $123,360 | $0 | $19,369 | Yes (X) | ||
| JUNLIANG PAN | ||||||||
| RESEARCH SCIENTIST II | 40.00 | 0.00 | $117,304 | $0 | $19,218 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,161,138 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $177,790 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOUSSAINT BRADFORD P | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 LOMA ROAD | AddressLine1Txt |
| City | SAN CARLOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEAN CONSULTING SERVICES | ServicesDesc |
| Compensation | $102,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $22,838,620 | GovernmentGrantsAmt |
| All Other Contributions | $646,742 | AllOtherContributionsAmt |
| Noncash Contributions | $43,292 | NoncashContributionsAmt |
| Total Contributions | $23,485,362 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICAL RESEARCH | 541700 | $2,493,234 | $2,493,234 |
| GOVT FEES & CONTRACTS | 541700 | $2,096,632 | $2,096,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,589,866 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,865 | TotalRevenueColumnAmt |
| Exclusion | $53,865 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $27,951 | TotalRevenueColumnAmt |
| Exclusion | $27,951 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $27,951 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,157,044 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,589,866 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $81,816 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,681 | TotalAmt |
| Program Services | $48,371 | ProgramServicesAmt |
| Management And General | $490,310 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,295,885 | TotalAmt |
| Program Services | $11,313,525 | ProgramServicesAmt |
| Management And General | $1,982,360 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $719,867 | TotalAmt |
| Program Services | $551,185 | ProgramServicesAmt |
| Management And General | $168,682 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,431,752 | TotalAmt |
| Program Services | $1,054,871 | ProgramServicesAmt |
| Management And General | $376,881 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,124,654 | TotalAmt |
| Program Services | $918,795 | ProgramServicesAmt |
| Management And General | $205,859 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,316 | TotalAmt |
| Program Services | $8,837 | ProgramServicesAmt |
| Management And General | $37,479 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,175 | TotalAmt |
| Management And General | $94,175 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,396,308 | TotalAmt |
| Program Services | $968,997 | ProgramServicesAmt |
| Management And General | $427,311 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,723 | TotalAmt |
| Program Services | $33,366 | ProgramServicesAmt |
| Management And General | $6,357 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,769 | TotalAmt |
| Program Services | $304,161 | ProgramServicesAmt |
| Management And General | $190,608 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,932 | TotalAmt |
| Program Services | $147,324 | ProgramServicesAmt |
| Management And General | $20,608 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,572 | TotalAmt |
| Program Services | $194,572 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,711 | TotalAmt |
| Program Services | $198,069 | ProgramServicesAmt |
| Management And General | $37,642 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,058 | TotalAmt |
| Program Services | $334,302 | ProgramServicesAmt |
| Management And General | $18,756 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,412 | TotalAmt |
| Management And General | $49,412 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESEARCH MATERIAL COSTS | $3,177,903 | $3,177,716 | $187 |
| SUBRECIPIENTS | $3,045,000 | $3,045,000 | |
| PERSONNEL COST | $1,420,018 | $1,336,460 | $83,558 |
| EQUIPMENT MAINTENANCE | $462,711 | $460,408 | $2,303 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,406 | TotalAmt |
| Program Services | $157,972 | ProgramServicesAmt |
| Management And General | $20,434 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,466,853 | TotalAmt |
| Program Services | $24,253,931 | ProgramServicesAmt |
| Management And General | $4,212,922 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,928,738 | BOYAmt |
| EOY | $812,893 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,657,522 | BOYAmt |
| EOY | $5,827,446 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,682,969 | BOYAmt |
| EOY | $4,362,747 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,777 | BOYAmt |
| EOY | $353,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,429,843 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,448,298 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,170,497 | BOYAmt |
| EOY | $981,545 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,757,503 | BOYAmt |
| EOY | $12,338,139 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,556,650 | BOYAmt |
| EOY | $3,094,968 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,909,748 | BOYAmt |
| EOY | $1,260,876 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,466,398 | BOYAmt |
| EOY | $4,355,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,800,555 | BOYAmt |
| EOY | $6,450,380 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,550 | BOYAmt |
| EOY | $1,531,915 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,291,105 | BOYAmt |
| EOY | $7,982,295 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,757,503 | BOYAmt |
| EOY | $12,338,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$309,809 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $999 | NetUnrlzdGainsLossesInvstAmt |
| 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 | VA PALO ALTO HEALTH CARE SYSTEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $348 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $348 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | OUR ORGANIZATION PAID MEMBERSHIP DUES TO THE NATIONAL ASSOCIATION OF VETERANS RESEARCH AND EDUCATION FOUNDATIONS (NAVREF). THE REPORTED FIGURE IS THE PORTION OF THOSE DUES WHICH NAVREF ESTIMATES CONTRIBUTED TO ITS LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,429,843 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,448,298 | DepreciationAmt |
| Book Value | $981,545 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $981,545 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,158,043 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $999 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $999 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,157,044 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,157,044 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,466,852 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,466,852 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,466,852 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PALO ALTO VETERANS INSTITUTE FOR RESEARCH IS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND STATE INCOME TAX UNDER CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTION 170(B)(1)(A)(III) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). AS OF SEPTEMBER 30, 2018, THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KERSTIN LYNAM | ||||||||||||||
| CEO THRU 11/14/17 | $264,229 | $0 | $0 | $0 | $0 | $0 | $23,984 | $0 | $13,705 | $0 | $301,918 | $0 | $0 | $0 |
| BONNIE OIKING LIANG | ||||||||||||||
| CFO/COO & INT CEO 11/15/17-1/31/18 | $226,226 | $0 | $0 | $0 | $0 | $0 | $20,700 | $0 | $8,782 | $0 | $255,708 | $0 | $0 | $0 |
| MARY L THORNTON | ||||||||||||||
| DIRECTOR OF DATA INTEGRITY | $133,586 | $0 | $0 | $0 | $0 | $0 | $12,294 | $0 | $8,975 | $0 | $154,855 | $0 | $0 | $0 |
| ELAINE STAATS | ||||||||||||||
| DIRECTOR OF SPONSORED RESEARCH | $131,249 | $0 | $0 | $0 | $0 | $0 | $12,900 | $0 | $17,525 | $0 | $161,674 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | COMPUTER SOFTWARE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $43,292 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | PAVIR'S BOARD OF DIRECTORS SHALL HAVE UP TO THIRTEEN DIRECTORS. FOUR STATUTORY VA DIRECTORS SHALL BE THOSE PERSONS HOLDING THE VETERANS AFFAIRS PALO ALTO HEALTH CARE SYSTEM (VAPAHCS) POSITIONS OF DIRECTOR, CHIEF OF STAFF, ASSOCIATE CHIEF OF STAFF FOR RESEARCH AND DEVELOPMENT, AND ASSOCIATE CHIEF OF STAFF FOR EDUCATION. THE REMAINING STATUTORY NON-FEDERAL AND NON-STATUTORY DIRECTORS ARE NOMINATED BY A NOMINATING COMMITTEE, COMPRISED OF THE CHAIR OF THE BOARD OF DIRECTORS, SECRETARY/TREASURER, AND PAVIR'S CEO, AND ULTIMATELY APPOINTED BY THE VAPAHCS DIRECTOR. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SECRETARY OF VETERANS AFFAIRS HAS AUTHORIZED THE VAPAHCS DIRECTOR TO ORDER THE DISSOLUTION OF THE ORGANIZATION IN THE EVENT OF A DETERMINATION THAT THE ORGANIZATION IS NO LONGER SERVING THE INTEREST OF THE VETERANS HEALTH ADMINISTRATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 HAS BEEN PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO THE FILING OF ALL RELATED TAX FORMS. MANAGEMENT PROVIDED EACH BOARD MEMBER WITH A COPY OF THE FORM 990 AND IT WAS DISCUSSED AT A BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, PAVIR'S DIRECTORS, OFFICERS, AND KEY EMPLOYEES MUST REVIEW PAVIR'S CONFLICT OF INTEREST POLICY AND COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE, DISCLOSING ANY POTENTIAL AREAS OF CONFLICT OF INTEREST OCCURRING DURING THE PRECEDING 12 MONTHS. IN ADDITION, DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST POLICY TRAINING. IF A POTENTIAL CONFLICT OF INTEREST ARISES SUBSEQUENT TO SUBMITTING A DISCLOSURE QUESTIONNAIRE OR BETWEEN SUBMISSIONS, A DIRECTOR, OFFICER, OR EMPLOYEE SHALL PROMPTLY BRING THE SITUATION TO THE ATTENTION OF THE CHAIR OF THE BOARD (APPLICABLE FOR MEMBERS OF THE BOARD, OFFICERS, AND THE CEO) OR THE CEO (FOR PAVIR ADMINISTRATIVE EMPLOYEES AND EMPLOYEES DIRECTLY OR INDIRECTLY ENGAGED IN VA RESEARCH OR EDUCATION). WHENEVER THERE IS REASON TO BELIEVE THAT A POTENTIAL CONFLICT OF INTEREST EXISTS BETWEEN PAVIR AND ANY BOARD MEMBER, OFFICER, OR EMPLOYEE, THE BOARD WILL PROMPTLY CONVENE A MEETING TO DETERMINE WHETHER A CONFLICT EXISTS AND THE APPROPRIATE RESPONSE. A DIRECTOR, OFFICER, OR EMPLOYEE WHO HAS A POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED PAVIR DECISION, POLICY, TRANSACTION, OR ARRANGEMENT WILL NOT PARTICIPATE IN ANY WAY IN, OR BE PRESENT DURING, THE DELIBERATIONS AND DECISION-MAKING VOTE OF PAVIR WITH RESPECT TO SUCH MATTER. THE PROCESS AND RESULT OF THE DELIBERATION IS RECORDED IN THE MINUTES OF THE BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | PAVIR CONDUCTED A COMPENSATION STUDY FOR EXECUTIVE POSITIONS, UTILIZING DATA FROM COMPARABLE ORGANIZATIONS BASED ON GEOGRAPHY, INDUSTRY AND REVENUE. THE STUDY WAS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE BOARD CONVENED AN EXECUTIVE SESSION, DURING WHICH THE COMPENSATION DATA WAS USED TO MAKE EXECUTIVE COMPENSATION DECISIONS. THE BOARD DECISIONS REGARDING EXECUTIVE COMPENSATION WAS DOCUMENTED IN FILE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AUDITED FINANCIAL STATEMENTS, ORGANIZING/GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART VII AND SCHEDULE J, PART II: | COMPENSATION FROM RELATED ORGANIZATION: ON 3/5/19, THE CEO WROTE TO EACH OF THE 8 BOARD MEMBERS WHO ARE COMPENSATED BY THE VA PALO ALTO HEALTH CARE SYSTEM REQUESTING PERMISSION TO OBTAIN HIS/HER COMPENSATION INFORMATION FOR THE TAX YEAR ENDING 12/31/17. IN RESPONSE, ALL BOARD MEMBERS DECLINED IN WRITING TO PROVIDE THEIR COMPENSATION INFORMATION. NONE OF THE BOARD MEMBERS RECEIVE COMPENSATION IN RELATION TO THEIR DUTIES AS BOARD MEMBERS OF PAVIR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VA PALO ALTO HEALTH CARE SYSTEM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 MIRANDA AVENUE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941179505 | EIN |
| Primary Activities | TEACHING HOSPITAL, PROVIDING A FULL RANGE OF PATIENT CARE SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(1) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |