LOVELACE BIOMEDICAL RESEARCH INSTITUTE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LOVELACE BIOMEDICAL RESEARCH INSTITUTE (EIN 85-0110669)
- Tax period
- 2016-10-01 to 2017-09-29
- Filed
- 2018-07-30
- IRS object ID
- 201802119349301305
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule L
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-30T15:04:17-05:00 | ReturnTs |
| Tax Period End | 2017-09-29 | 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 | 6565 Americas Parkway NE Ste 600 | AddressLine1Txt |
| City | Albuquerque | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850110669 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lovelace Respiratory Research Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOVE | BusinessNameControlTxt |
| Phone | 5053489389 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 Ridgecrest Drive SE | AddressLine1Txt |
| City | Albuquerque | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shannon Toma | PersonNm |
| Person Title | Chief Operating Officer | PersonTitleTxt |
| Phone | 5053489389 | PhoneNum |
| Signature | 2018-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Pamela Alexanderson | PreparerPersonNm |
| PTIN | P01218925 | PTIN |
| Phone | 5058787200 | PhoneNum |
| Preparation | 2018-07-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert W Rubin | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 Ridgecrest Drive SE | AddressLine1Txt |
| City | Albuquerque | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,561,162 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LRRI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | THE LOVELACE RESPIRATORY RESEARCH INSTITUTE (LRRI) IS A PRIVATE, BIOMEDICAL RESEARCH ORGANIZATION DEDICATED TO IMPROVING PUBLIC HEALTH THROUGH RESEARCH ON THE PREVENTION, TREATMENT AND CURE OF RESPIRATORY DISEASE. LRRI IS COMMITTED TO CURING RESPIRATORY DISEASES THROUGH RESEARCH AIMED AT UNDERSTANDING THEIR CAUSES AND BIOLOGICAL MECHANISMS; ASSESSING AND ELIMINATING EXPOSURES TO RESPIRATORY HEALTH HAZARDS; AND DEVELOPING IMPROVED THERAPEUTICS, VACCINES, AND DIAGNOSTICS. LOVELACE BIOMEDICAL AND ENVIRONMENTAL RESEARCH INSTITUTE (LBERI) IS A WHOLLY OWNED SUBSIDIARY OF LOVELACE RESPIRATORY RESEARCH INSTITUTE (LRRI). LRRI MANAGES ALL GOVERNMENT CONTRACTS FOR LBERI. LBERI OFFERS CAPABILITIES FOR RESEARCH, DEVELOPMENT, TESTING, AND EVALUATION (RDT&E) TO PROVIDE IMPROVED MEDICAL COUNTERMEASURES AGAINST CHEMICAL, BIOLOGICAL, RADIOLOGICAL, NUCLEAR (CBRN), EMERGING, AND ENVIRONMENTAL THREATS. LRRI IS BASED IN ALBUQUERQUE, NEW MEXICO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 62 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $52 | PYContributionsGrantsAmt |
| CY Contributions Grants | $65 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,751,716 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,493,238 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,803,765 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,211,528 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$316,658 | PYOtherRevenueAmt |
| CY Other Revenue | -$164,787 | CYOtherRevenueAmt |
| PY Total Revenue | $21,238,875 | PYTotalRevenueAmt |
| CY Total Revenue | $10,540,044 | 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 | $8,894,499 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,521,547 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,901,939 | PYOtherExpensesAmt |
| CY Other Expenses | $13,038,349 | CYOtherExpensesAmt |
| PY Total Expenses | $18,796,438 | PYTotalExpensesAmt |
| CY Total Expenses | $20,559,896 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,442,437 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,019,852 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,527,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,729,283 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,524,158 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,677,278 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,003,728 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,052,005 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE LOVELACE RESPIRATORY RESEARCH INSTITUTE (LRRI) IS A PRIVATE, BIOMEDICAL RESEARCH ORGANIZATION DEDICATED TO IMPROVING PUBLIC HEALTH THROUGH RESEARCH ON THE PREVENTION, TREATMENT AND CURE OF RESPIRATORY DISEASE. LRRI IS COMMITTED TO CURING RESPIRATORY DISEASES THROUGH RESEARCH AIMED AT UNDERSTANDING THEIR CAUSES AND BIOLOGICAL MECHANISMS; ASSESSING AND ELIMINATING EXPOSURES TO RESPIRATORY HEALTH HAZARDS; AND DEVELOPING IMPROVED THERAPEUTICS, VACCINES, AND DIAGNOSTICS. LOVELACE BIOMEDICAL AND ENVIRONMENTAL RESEARCH INSTITUTE (LBERI) IS A WHOLLY OWNED SUBSIDIARY OF LOVELACE RESPIRATORY RESEARCH INSTITUTE (LRRI). LRRI MANAGES ALL GOVERNMENT CONTRACTS FOR LBERI. LBERI OFFERS CAPABILITIES FOR RESEARCH, DEVELOPMENT, TESTING, AND EVALUATION (RDT&E) TO PROVIDE IMPROVED MEDICAL COUNTERMEASURES AGAINST CHEMICAL, BIOLOGICAL, RADIOLOGICAL, NUCLEAR (CBRN), EMERGING, AND ENVIRONMENTAL THREATS. LRRI IS BASED IN ALBUQUERQUE, NEW MEXICO. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,223,097 | ExpenseAmt |
| Revenue | $9,304,942 | RevenueAmt |
| Desc | Medical research and educational activity in the areas of basic biomedical research, health and population studies, primarily in respiratory diseases such as asthma, copd, allergy and toxic effects of environmental factors. | Desc |
| Total Program Service Expenses | $16,223,097 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 54 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 62 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shannon Toma | PersonNm |
| Phone | 5053489389 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 RIDGECREST DRIVE SE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 |
|---|---|---|---|---|---|---|---|---|---|
| Jackie Lovelace Johnson | |||||||||
| Chairman of the Board | 2.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert Rubin PHD | |||||||||
| CEO, President, Director | 2.00 | 48.00 | Yes (X) | Yes (X) | $0 | $1,213,540 | $41,105 | ||
| James Swenberg DVM PHD | |||||||||
| Dir, Chair - Research Program Oversight | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jane Delgado | |||||||||
| Dir, Chair - Nominating Committee | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Chris Spencer CPA | |||||||||
| Dir, Chair - Budget & Finance | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Pamela Sullivan | |||||||||
| Dir, Chair - Audit & Compensation Committee | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David Durgin | |||||||||
| Dir, Chair - Alternative Investment Committee | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Gregory Downey MD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J Grant Burcham | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jack McCarthy MD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Joe Fulcher | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Major General John Doesburg | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Melvin Twiest MD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Augustine Choi MD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sara Easterson-Bond | |||||||||
| Director | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Tess Burleson | |||||||||
| Director | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Gill PHD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sandra Chavez | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Terry Dunlay | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Shannon Toma | |||||||||
| Treasurer, COO, CFO | 42.00 | 6.00 | Yes (X) | $299,446 | $0 | $37,767 | |||
| David Byrd through- 041917 | |||||||||
| CFO | 2.00 | 44.00 | Yes (X) | $157,834 | $0 | $17,813 | |||
| Margaret Dunbar Throug - 08252017 | |||||||||
| Gnrl Cnsl & SR Dir of Bus Affa- Former | 40.00 | 0.00 | $180,467 | $0 | $26,170 | Yes (X) | |||
| Matthew Reed | |||||||||
| Dir PreClin Drug Dev/Scientist | 40.00 | 0.00 | $193,938 | $0 | $31,392 | Yes (X) | |||
| Chester Leach | |||||||||
| Scientist Emeritus | 16.00 | 0.00 | $219,166 | $0 | $10,089 | Yes (X) | |||
| David Flanders | |||||||||
| Human Resources Vice President | 40.00 | 0.00 | $173,462 | $0 | $22,730 | Yes (X) | |||
| Lucille Maestas Former - 012717 | |||||||||
| Assoc Director of ORC and PMO - Former | 40.00 | 0.00 | $142,683 | $0 | $15,208 | Yes (X) | |||
| Julie Nickerson Former - 121916 | |||||||||
| Controller - Former | 40.00 | 0.00 | $138,779 | $0 | $18,322 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,505,775 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,213,540 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $220,596 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| Moss Adams LLP | |||||
| 6565 Americas Parkway NE Suite 500 | Albuquerque | NM | 87110 | Audit, Tax Return Preparation | $283,031 |
| CMGRP Inc DBA Cassidy & Associates | |||||
| 700 13th Street NW Suite 400 | Washington | DC | 20005 | Lobbying | $207,643 |
| Sabio Systems | |||||
| 4520 Montgomery NE Suite 2 | Albuquerque | NM | 87109 | Staffing Company | $178,491 |
| Robert Half Technology | |||||
| PO Box 60000 File 73484 | San Francisco | CA | 94160 | Staffing Company | $118,217 |
| Kinetek Consulting LLC | |||||
| 318 Indian Trace 700 | Weston | FL | 33326 | Consulting | $100,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $65 | AllOtherContributionsAmt |
| Total Contributions | $65 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BIOMEDICAL RESEARCH | 541700 | $9,475,803 | $9,475,803 |
| Revenue from SSA | 900099 | $17,435 | $17,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,493,238 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,232,646 | TotalRevenueColumnAmt |
| Exclusion | $1,232,646 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,834 | TotalRevenueColumnAmt |
| Exclusion | $15,834 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $21,118 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$21,118 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$21,118 | TotalRevenueColumnAmt |
| Exclusion | -$21,118 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Loss on Joint Venture | Desc |
| Business | 900000 | BusinessCd |
| Total Revenue Column | -$188,296 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$188,296 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,675 | TotalRevenueColumnAmt |
| Exclusion | $7,675 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$180,621 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,540,044 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,304,942 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,235,037 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,236,911 | TotalAmt |
| Management And General | $1,236,911 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,890,317 | TotalAmt |
| Program Services | $3,087,702 | ProgramServicesAmt |
| Management And General | $2,802,615 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,022 | TotalAmt |
| Management And General | $124,022 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,297 | TotalAmt |
| Program Services | $115,321 | ProgramServicesAmt |
| Management And General | $154,976 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,085 | TotalAmt |
| Management And General | $67,085 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,076 | TotalAmt |
| Management And General | $546,076 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,580 | TotalAmt |
| Management And General | $35,580 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$225,077 | TotalAmt |
| Program Services | $4,005,399 | ProgramServicesAmt |
| Management And General | -$4,230,476 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,969 | TotalAmt |
| Program Services | $37,164 | ProgramServicesAmt |
| Management And General | $19,805 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,646 | TotalAmt |
| Program Services | $53,649 | ProgramServicesAmt |
| Management And General | $218,997 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,752 | TotalAmt |
| Program Services | $7,224 | ProgramServicesAmt |
| Management And General | $679,528 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,464 | TotalAmt |
| Program Services | $63,726 | ProgramServicesAmt |
| Management And General | $291,738 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,478 | TotalAmt |
| Program Services | $147,546 | ProgramServicesAmt |
| Management And General | $87,932 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,452 | TotalAmt |
| Program Services | $33,730 | ProgramServicesAmt |
| Management And General | $47,722 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $894,284 | TotalAmt |
| Management And General | $894,284 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,647 | TotalAmt |
| Program Services | $137,438 | ProgramServicesAmt |
| Management And General | $442,209 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,621 | TotalAmt |
| Management And General | $588,621 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Intercompany Reimbursem | $6,084,018 | $6,084,018 | |
| Research Supplies | $2,115,333 | $2,115,333 | |
| SUPPLIES | $280,445 | $46,927 | $233,518 |
| Bad Debt Expense | $186,920 | $186,920 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,656 | TotalAmt |
| Program Services | $101,000 | ProgramServicesAmt |
| Management And General | $95,656 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,559,896 | TotalAmt |
| Program Services | $16,223,097 | ProgramServicesAmt |
| Management And General | $4,336,799 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,672,377 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,999 | BOYAmt |
| EOY | $184,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,684,445 | BOYAmt |
| EOY | $1,940,940 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,736 | BOYAmt |
| EOY | $30,152 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,461 | BOYAmt |
| EOY | $16,778 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $620,421 | BOYAmt |
| EOY | $580,485 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798,378 | BOYAmt |
| EOY | $712,344 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,083,067 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,150,483 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,007,729 | BOYAmt |
| EOY | $4,932,584 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,258,026 | BOYAmt |
| EOY | $48,289,718 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,176,652 | BOYAmt |
| EOY | $3,548,815 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,384,662 | BOYAmt |
| EOY | $1,493,467 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,527,886 | BOYAmt |
| EOY | $61,729,283 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,697,474 | BOYAmt |
| EOY | $1,420,948 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,950,880 | BOYAmt |
| EOY | $394,007 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,491,142 | BOYAmt |
| EOY | $29,368,856 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,384,662 | BOYAmt |
| EOY | $1,493,467 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,524,158 | BOYAmt |
| EOY | $32,677,278 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,003,728 | BOYAmt |
| EOY | $29,052,005 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,003,728 | BOYAmt |
| EOY | $29,052,005 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,527,886 | BOYAmt |
| EOY | $61,729,283 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$10,019,852 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,367,053 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$3,298,924 | PriorPeriodAdjustmentsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,445,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,513,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,045,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65 | CurrentTaxYearAmt |
| Total | $56,004,307 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,445,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,513,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,045,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65 | CurrentTaxYearAmt |
| Total | $56,004,307 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $56,004,307 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,299,860 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,187,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,873,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,099,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,248,480 | CurrentTaxYearAmt |
| Total | $9,709,291 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,064,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | -$339,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$188,296 | CurrentTaxYearAmt |
| Total | $3,537,163 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $69,250,761 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $54,779,491 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2012 Amount: $ 7,287. 2013 Amount: $ 880. 2015 Amount: $ 577. HIGH WAGE TAX CREDIT - other income rebates - 2012 Amount: $ 14,089. Technology Tax Credit - 2012 Amount: $ 721,424. Corporate Allocation - 2012 Amount: $ 3,321,711. Bad Debt Recovery - 2015 Amount: $ 33,646. Loss on Joint Ventures - 2015 Amount: $ -374,155. 2016 Amount: $ -188,296. | ExplanationTxt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $191,280 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $191,280 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,137,079 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $54,603,552 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,137,079 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $54,794,832 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $656,854 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $164,214 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,500,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $145,058 | CurrentYearMinus2Amt |
| Current Year Minus1 | $168,937 | CurrentYearMinus1Amt |
| Current Year | $191,280 | CurrentYearAmt |
| Total | $505,275 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $750,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,125,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $104,544 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $106,913 | OtherCostOrOtherBasisAmt |
| Book Value | $211,457 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,115,736 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,086,568 | DepreciationAmt |
| Book Value | $4,029,168 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,156,431 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,575,171 | DepreciationAmt |
| Book Value | $581,260 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $599,443 | OtherCostOrOtherBasisAmt |
| Depreciation | $488,744 | DepreciationAmt |
| Book Value | $110,699 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,932,584 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investment in LSR | -$911,216 | C |
| Investment in MRN | $4,383,772 | C |
| investment in joint venture | $76,259 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $3,548,815 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMP 457(B) and 457(f) | Desc |
| Amt | $1,493,467 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,493,467 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Company is a nonprofit corporation and qualifies as a taxexempt organization under Section 501(c)(3) of the Internal Revenue Code and is classified as other than a private foundation. As such, its normal activities do not result in any income tax liabilities. However, income from certain activities not directly related to the Company's tax-exempt purpose is subject to taxation as unrelated business income. As of September 30, 2017, the Company continues to be qualified as a tax-exempt organization under Section 501(c)(3) of the IRC and had no unreported income derived from unrelated business activities and did not identify any entity level tax positions that would not meet the morelikelythannot threshold. The Company recognizes interest accrued related to unrecognized tax benefits in interest expense and penalties in operating expenses. There were no such interest or penalties recorded for the year ended September 30, 2017. The Company files tax returns as prescribed by the tax laws of the jurisdictions in which it operates. In the normal course of business, the Company is subject to examination by federal, state, local and foreign jurisdictions, where applicable. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Middle East and North Africa | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Research | SpecificServicesProvidedTxt |
| Region Total Expenditures | $236,332 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $236,332 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $236,332 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, line 3: | FormAndLineReferenceDesc |
| Explanation | The organization uses the equity method of accounting to account for expenditures. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert Rubin PHD | ||||||||||||||
| CEO, President, Director | $0 | $609,832 | $0 | $25,000 | $0 | $578,708 | $0 | $25,881 | $0 | $15,224 | $0 | $1,254,645 | $0 | $0 |
| Shannon Toma | ||||||||||||||
| Treasurer, COO, CFO | $291,446 | $0 | $8,000 | $0 | $0 | $0 | $25,881 | $0 | $11,886 | $0 | $337,213 | $0 | $0 | $0 |
| David Byrd through- 041917 | ||||||||||||||
| CFO | $142,834 | $0 | $15,000 | $0 | $0 | $0 | $13,612 | $0 | $4,201 | $0 | $175,647 | $0 | $0 | $0 |
| Margaret Dunbar Throug - 08252017 | ||||||||||||||
| Gnrl Cnsl & SR Dir of Bus Affa- Form | $176,467 | $0 | $4,000 | $0 | $0 | $0 | $17,631 | $0 | $8,539 | $0 | $206,637 | $0 | $0 | $0 |
| Matthew Reed | ||||||||||||||
| Dir PreClin Drug Dev/Scientist | $190,438 | $0 | $3,500 | $0 | $0 | $0 | $19,504 | $0 | $11,888 | $0 | $225,330 | $0 | $0 | $0 |
| Chester Leach | ||||||||||||||
| Scientist Emeritus | $219,166 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,089 | $0 | $229,255 | $0 | $0 | $0 |
| David Flanders | ||||||||||||||
| Human Resources Vice President | $168,362 | $0 | $5,100 | $0 | $0 | $0 | $16,892 | $0 | $5,838 | $0 | $196,192 | $0 | $0 | $0 |
| Lucille Maestas Former - 012717 | ||||||||||||||
| Assoc Director of ORC and PMO - Form | $139,183 | $0 | $3,500 | $0 | $0 | $0 | $13,385 | $0 | $1,823 | $0 | $157,891 | $0 | $0 | $0 |
| Julie Nickerson Former - 121916 | ||||||||||||||
| Controller - Former | $138,779 | $0 | $0 | $0 | $0 | $0 | $12,682 | $0 | $5,640 | $0 | $157,101 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Tax indemnification and gross-up payments is checked for the SERP contribution for Robert W. Rubin. |
| Part I, Lines 4a-b | David Byrd - Severance - $15,500 Dr. Rubin 457(f) Plan - 2016 Contribution is $54,867. Dr Rubin also received a catch-up contribution in 2016 of $339,540. Since Dr. Rubin is vested in the 457(f) plan, the entire amount of his 2016 457(f) plan contribution is included in taxable income. |
| Part I, Line 7 | Bonuses are awarded annually. Management is provided an amount, approved by the board, to pay in annual bonus. Bonus payments are reviewed and approved by the employee's direct supervisor, human resources, CHRO and CEO. CEO bonus is established by the compensation committee of the Board of Directors. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANNON TOMA | PersonNm |
| Relationship With Org | EVP, COO | RelationshipWithOrgTxt |
| Loan Purpose | IN CONNECTION WITH RELOCATION AGREEMENT | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $50,000 | OriginalPrincipalAmt |
| Balance Due | $16,778 | 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 | $16,778 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | THE FORM 990 IS PRESENTED IN DRAFT FORM TO THE AUDIT AND COMPENSATION COMMITTEE AND TO THE FULL BOARD FOR REVIEW PRIOR TO SUBMISSION. |
| Form 990, Part VI, Section B, line 12c | THE ORGANIZATION HAS A CODE OF CONDUCT THAT ADDRESSES CONFLICTS OF INTEREST. IT IS PRESENTED TO THE BOARD ANNUALLY. ADDITIONALLY, ALL EMPLOYEES, INCLUDING OFFICERS, ARE REQUIRED TO READ AND ACKNOWLEDGE THE CODE ANNUALLY. IN ADDITION, IF A CONFLICT ARISES, THE CONFLICTED INDIVIDUAL RECUSES HIMSELF FROM VOTING ON THE ISSUE. |
| Form 990, Part VI, Section B, line 15 | THE ORGANIZATION'S AUDIT AND COMPENSATION COMMITTEES RECEIVE COMPENSATORY RECOMMENDATION FROM HUMAN RESOURCES AND FROM MANAGEMENT AS TO: 1. PERCENT BASE SALARY INCREASE FOR THE ORGANIZATION AS A WHOLE WITH TARGETS AND THE DOLLAR AMOUNT OF IMPACT ARE PRESENTED TO AND APPROVED BY THE AUDIT AND COMPENSATION COMMITTEE. 2. TARGET AMOUNT OF BONUS COMPENSATION FOR THE ENTIRE ORGANIZATION AND THE DOLLAR IMPACT ARE PRESENTED AND APPROVED BY THE AUDIT AND COMPENSATION COMMITTEE. 3. CEO COMPENSATION (BASE, BONUS AND DEFERRED COMPENSATION) IS REVIEWED TO MARKET VALUE FOR SIMILAR POSITIONS IN THE INDUCTRY AND APPROVED BY THE AUDIT AND COMPENSATION COMMITTEE. THIS PROCESS IS DOCUMENTED AND WAS LAST COMPLETED IN THE FALL OF 2016. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE PUBLIC DISCLOSURE COPY OF THE FORM 990 IS ALSO AVAILABLE VIA GUIDESTAR and at the new mexico Attorney General's Office's Charitable Organization Registration system (nm-coros). |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDIA STAFFING ALLIANCE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6301 INDIAN SCHOOL RD NE SUITE 204 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320210366 | EIN |
| Primary Activities | RESEARCH AUGMENTATION | PrimaryActivitiesTxt |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lovelace Respiratory Research Institute | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LOVELACE BIOMEDICAL AND ENVIRONMENTAL RESEARCH INSTITUTE | ||||||||||
| 2425 RIDGECREST DRIVE SE | ALBUQUERQUE | NM | 87108 | 510154068 | BASIC AND APPLIED RESEARCH | NM | 501(c)(3) | 7 | LOVELACE RESPIRATORY RESEARCH INSTITUTE | Yes (1) |
| THE MIND RESEARCH NETWORK | ||||||||||
| 1101 YALE BLVD NE | ALBUQUERQUE | NM | 87106 | 850457562 | Medical research seeking the causes and cures for brain disorders | NM | 501(c)(3) | 7 | LOVELACE RESPIRATORY RESEARCH INSTITUTE | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVELACE SCIENTIFIC RESOURCES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2441 RIDGECREST DR SE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850357767 | EIN |
| Primary Activities | CLINICAL TRIALS AND OTHER MEDICAL SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | NM | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | lovelace respiratory research institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $3,461,809 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,192,039 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | 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 | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| LOVELACE SCIENTIFIC RESOURCES | |
| Q | $387,471 |
| Lovelace BIOMEDICAL AND ENVIRONMENTAL INSTITUTE | |
| Q | $2,158,333 |
| The Mind Research Network | |
| Q | $1,308,433 |
| Lovelace BIOMEDICAL AND ENVIRONMENTAL INST (not reportable less than 50K) | |
| N | |
| LOVELACE BIOMEDICAL AND ENVIRONMENTAL INSTITUTE | |
| P | $1,566,640 |
| The Mind Research Network | |
| P | $152,750 |
| The Mind Research Network | |
| D | $580,485 |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lovelace Biomedical and Environmental Institute | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 Ridgecrest Dr SE | AddressLine1Txt |
| City | Albuquerque | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540154068 | EIN |
| Electing Organization | Yes (X) | ElectingOrganizationInd |
| Total Grassroots Lobby | $0 | TotalGrassrootsLobbyAmt |
| Total Direct Lobby | $191,280 | TotalDirectLobbyAmt |
| Total Lobby Expenditure | $191,280 | TotalLobbyExpenditureAmt |
| Other Exempt Purpose Expend | $0 | OtherExemptPurposeExpendAmt |
| Total Exempt Purpose Expend | $191,280 | TotalExemptPurposeExpendAmt |
| Lobby Nontx | $38,256 | LobbyNontxAmt |
| Grassroots Nontx | $9,564 | GrassrootsNontxAmt |
| Total Lobby Grssroot Mns Nontx | $0 | TotalLobbyGrssrootMnsNontxAmt |
| Tot Lbby Expend Mns Lobby Nontx | $153,024 | TotLbbyExpendMnsLobbyNontxAmt |
| Share Excess Lobby Expend | $0 | ShareExcessLobbyExpendAmt |
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