HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE (EIN 52-1317896)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-14
- IRS object ID
- 201822269349300792
- 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 B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T10:12:35-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371611326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aronson LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 King Farm Blvd 3rd Floor | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | 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 | 521317896 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY M JACKSON FOUNDATION FOR THE | BusinessNameLine1Txt |
| Business Name Line2 | ADVANCEMENT OF MILITARY MEDICINE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 2406942000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720A rockledge drive No 100 | AddressLine1Txt |
| City | bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20817 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | corey hastings | PersonNm |
| Person Title | chief financial officer | PersonTitleTxt |
| Phone | 2406942000 | PhoneNum |
| Signature | 2018-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Eby CPA | PreparerPersonNm |
| PTIN | P01682202 | PTIN |
| Phone | 3012316200 | PhoneNum |
| 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 | dr joseph caravalho | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720A rockledge drive No 100 | AddressLine1Txt |
| City | bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $557,546,552 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hjf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | the henry m jackson foundation for the advancement of military medicine, inc. is a private, not-for-profit organization authorized by congress to SUPPORT MEDICAL RESEARCH AT THE UNIFORMED SERVICES UNIVERSITY OF THE HEALTH SCIENCES AND THROUGHOUT THE ARMED FORCES. THE FOUNDATION PROVIDES SCIENTIFIC AND RESEARCH PROJECT MANAGEMENT SUPPORT TO THE U.S. MILITARY MEDICAL COMMUNITY AROUND THE WORLD. GRANTS, CONTRACTS AND COOPERATIVE AGREEMENTS FROM GOVERNMENT AND NONGOVERNMENT SPONSORS, AS WELL AS GIFTS FROM CORPORATE AND INDIVIDUAL CONTRIBUTIONS, FUND THE RESEARCH PROJECTS AND EDUCATIONAL PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 2820 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $6,344 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,736 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $466,877,838 | PYContributionsGrantsAmt |
| CY Contributions Grants | $510,026,148 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,156,568 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,465,296 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,576,474 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,398,852 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,899,344 | PYOtherRevenueAmt |
| CY Other Revenue | $2,167,233 | CYOtherRevenueAmt |
| PY Total Revenue | $477,510,224 | PYTotalRevenueAmt |
| CY Total Revenue | $527,057,529 | 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 | $199,842,507 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $204,939,094 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $272,639 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $270,405,576 | PYOtherExpensesAmt |
| CY Other Expenses | $312,814,191 | CYOtherExpensesAmt |
| PY Total Expenses | $470,248,083 | PYTotalExpensesAmt |
| CY Total Expenses | $517,753,285 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,262,141 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,304,244 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $271,132,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $282,791,669 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $85,190,534 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,545,024 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $185,942,401 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $195,246,645 | NetAssetsOrFundBalancesEOYAmt |
| Mission | We partner to advance military medicine for our nations warfighters. Our mission has placed us where medicine and science are most needed: to advance surgery, biomedical defense, combat injury, emergency medicine, humanitarian assistance and infectious disease. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $508,579,221 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Medical Research, General/Other: Conduct/support medical research - The Foundation administered sponsored research grants, contracts and cooperative agreements to provide comprehensive support services to approximately 819 medical research and education projects. Research grants and contracts include expenditures for the US Military HIV Research Program, the Infectious Disease Clinical Research Program, the Center for Neuroscience and Regenerative Medicine, the Center for Prostate Disease Research, the Center for Global and Health Engagement and other federally funded research projects. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,055,104 | ExpenseAmt |
| Revenue | $12,696,752 | RevenueAmt |
| Desc | Endowment Programs: Endowments - Endowment and similar programs are assets and funds managed and held by the Foundation, which are primarily used to support educational activities at the Uniformed Services University of the Health Sciences ("USUHS"). The Foundation managed over 59 endowment funds, which primarily funded medical education at USUHS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,155,647 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Partnerships in Education Programs: Support Special Projects - Education projects are expenditures to support graduate and continuing medical education at USUHS and other medical sites. The Foundation managed nearly 474 project education fund accounts for the purpose of fostering graduate continuing medical education by supporting visiting speakers, seminars and other special events at over 150 U.S. military facilities, research organizations, and medical organizations. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $513,789,972 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | 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 | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 519 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2820 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | KE | ForeignCountryCd |
| Foreign Country | MZ | ForeignCountryCd |
| Foreign Country | NI | ForeignCountryCd |
| Foreign Country | SF | ForeignCountryCd |
| Foreign Country | TH | ForeignCountryCd |
| Foreign Country | TZ | ForeignCountryCd |
| Foreign Country | JO | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | daryl legrande | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2406942000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720A rockledge drive suite 100 | AddressLine1Txt |
| City | bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20817 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| mr philip a odeen | |||||||
| director - chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| us senator john mccain | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| us senator jack reed | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| us congressman mac thornberry | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| the honorable adam smith | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| richard w thomas | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| john dressendorfer | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| the honorable beverly byron | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| general gordon r sullivan | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| dr joseph caravalho | |||||||
| president, ceo & executive director | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| john w lowe | |||||||
| president, ceo & executive director | 41.00 | Yes (X) | $404,123 | $0 | $84,011 | ||
| craig d anderson | |||||||
| senior vice pres finance, cfo and treasurer | 44.00 | Yes (X) | $344,344 | $0 | $84,619 | ||
| stephen e goodwin | |||||||
| vp operations | 53.00 | Yes (X) | $299,266 | $0 | $84,208 | ||
| william slade | |||||||
| general counsel | 41.00 | Yes (X) | $295,435 | $0 | $81,817 | ||
| arthur w hapner | |||||||
| vp program management office | 47.00 | Yes (X) | $272,785 | $0 | $43,365 | ||
| elizabeth t folk | |||||||
| vp office of sponsored prgms | 45.00 | Yes (X) | $267,813 | $0 | $49,952 | ||
| debbie-jo mindel-zarnick | |||||||
| vp human resources | 40.00 | Yes (X) | $274,965 | $0 | $16,365 | ||
| william kinner | |||||||
| assistant secretary | 42.00 | Yes (X) | $194,093 | $0 | $21,473 | ||
| cynthia gilman | |||||||
| vp ctr for private public prtnership | 40.00 | Yes (X) | $188,660 | $0 | $53,822 | ||
| jeffrey hooke | |||||||
| head of pathology | 40.00 | $300,201 | $0 | $56,975 | Yes (X) | ||
| merlin robb | |||||||
| program director | 55.00 | $290,844 | $0 | $71,083 | Yes (X) | ||
| marina vernalis | |||||||
| medical director ICHP | 42.00 | $279,849 | $0 | $80,932 | Yes (X) | ||
| mark scher | |||||||
| director of technology to commercialization | 54.00 | $277,364 | $0 | $65,708 | Yes (X) | ||
| jintanat ananworanich | |||||||
| assoc director therapeutics research | 48.00 | $250,686 | $0 | $45,341 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,940,428 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $839,671 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 403 | 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/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|
| makerere university walter reed | ||||||||
| po box 16524 | kampala | UG | research services | $9,153,654 | ||||
| duke university | ||||||||
| research services | $6,212,207 | po box 90759 | durham | NC | 27708 | |||
| the regents of the university of califor | ||||||||
| research services | $5,925,885 | po box 0812 UCA | san francisco | CA | 94143 | |||
| windber research institute | ||||||||
| research services | $4,684,783 | 600 somerset avenue | windber | PA | 15963 | |||
| mbeya regional administrative secretary | ||||||||
| po box 259 | mbeya city | TZ | research services | $3,679,664 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 185 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $495,210 | FundraisingAmt |
| Government Grants | $507,573,301 | GovernmentGrantsAmt |
| All Other Contributions | $1,957,637 | AllOtherContributionsAmt |
| Total Contributions | $510,026,148 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | fees and contracts | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $2,465,296 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,465,296 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,465,296 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $971,833 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,344 | UnrelatedBusinessRevenueAmt |
| Exclusion | $965,489 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,216,913 | TotalRevenueColumnAmt |
| Exclusion | $2,216,913 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,839,722 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,412,703 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,427,019 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,427,019 | TotalRevenueColumnAmt |
| Exclusion | $11,427,019 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $26,640 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $495,210 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $76,320 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$49,680 | TotalRevenueColumnAmt |
| Exclusion | -$49,680 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $527,057,529 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,465,296 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,344 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,559,741 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,454,074 | TotalAmt |
| Management And General | $2,454,074 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,142,725 | TotalAmt |
| Program Services | $126,012,213 | ProgramServicesAmt |
| Management And General | $28,043,325 | ManagementAndGeneralAmt |
| Fundraising | $87,187 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,874,448 | TotalAmt |
| Program Services | $7,945,891 | ProgramServicesAmt |
| Management And General | $1,923,060 | ManagementAndGeneralAmt |
| Fundraising | $5,497 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,289,984 | TotalAmt |
| Program Services | $21,107,897 | ProgramServicesAmt |
| Management And General | $5,166,769 | ManagementAndGeneralAmt |
| Fundraising | $15,318 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,177,863 | TotalAmt |
| Program Services | $9,799,431 | ProgramServicesAmt |
| Management And General | $2,371,652 | ManagementAndGeneralAmt |
| Fundraising | $6,780 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,289,702 | TotalAmt |
| Program Services | $9,650 | ProgramServicesAmt |
| Management And General | $1,280,052 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,477 | TotalAmt |
| Management And General | $227,477 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,035,866 | TotalAmt |
| Program Services | $204,521,519 | ProgramServicesAmt |
| Management And General | $2,514,347 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,159,986 | TotalAmt |
| Program Services | $5,942,547 | ProgramServicesAmt |
| Management And General | $3,217,439 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,875,208 | TotalAmt |
| Program Services | $6,437,694 | ProgramServicesAmt |
| Management And General | $429,085 | ManagementAndGeneralAmt |
| Fundraising | $8,429 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,095,036 | TotalAmt |
| Program Services | $843,078 | ProgramServicesAmt |
| Management And General | $103,984 | ManagementAndGeneralAmt |
| Fundraising | $147,974 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,065,951 | TotalAmt |
| Management And General | $2,065,951 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,487 | TotalAmt |
| Program Services | $132,287 | ProgramServicesAmt |
| Management And General | $525,200 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| supplies | $49,481,170 | $34,543,449 | $14,937,595 | $126 |
| equipment purchase | $16,009,503 | $16,007,586 | $1,917 | |
| miscellaneous | $15,027,015 | $77,318,330 | -$62,291,335 | $20 |
| general services | $3,724,975 | $2,811,663 | $912,004 | $1,308 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,815 | TotalAmt |
| Program Services | $356,737 | ProgramServicesAmt |
| Management And General | -$191,922 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,753,285 | TotalAmt |
| Program Services | $513,789,972 | ProgramServicesAmt |
| Management And General | $3,690,674 | ManagementAndGeneralAmt |
| Fundraising | $272,639 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,183 | BOYAmt |
| EOY | $4,985,592 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,858,240 | BOYAmt |
| EOY | $43,735,726 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,183,469 | BOYAmt |
| EOY | $121,492,660 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,082,001 | BOYAmt |
| EOY | $9,589,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,410,503 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,963,374 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,224,644 | BOYAmt |
| EOY | $5,447,129 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,941,844 | BOYAmt |
| EOY | $87,008,427 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,743,554 | BOYAmt |
| EOY | $10,532,769 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,132,935 | BOYAmt |
| EOY | $282,791,669 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,482,510 | BOYAmt |
| EOY | $54,250,560 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,226,586 | BOYAmt |
| EOY | $6,816,380 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,481,438 | BOYAmt |
| EOY | $26,478,084 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,190,534 | BOYAmt |
| EOY | $87,545,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,430,908 | BOYAmt |
| EOY | $88,249,893 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,191,212 | BOYAmt |
| EOY | $82,661,404 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,320,281 | BOYAmt |
| EOY | $24,335,348 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,942,401 | BOYAmt |
| EOY | $195,246,645 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,132,935 | BOYAmt |
| EOY | $282,791,669 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,304,244 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $429,225,204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $396,536,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $391,051,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $466,877,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $510,026,148 | CurrentTaxYearAmt |
| Total | $2,193,717,425 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $429,225,204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $396,536,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $391,051,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $466,877,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $510,026,148 | CurrentTaxYearAmt |
| Total | $2,193,717,425 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,193,717,425 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,268,841 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,411,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,097,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,042,628 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,188,746 | CurrentTaxYearAmt |
| Total | $17,009,878 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,347,420 | CurrentTaxYearMinus4YearsAmt |
| Total | $4,347,420 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,215,074,723 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,695,149 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98600 | 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 | grants management fees project income and licensing fee - 2012 Amount: $ 4,347,420. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,729,353 | BeginningYearBalanceAmt |
| Contributions | $763,441 | ContributionsAmt |
| Investment Earnings Or Losses | $12,328,939 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,121,137 | OtherExpendituresAmt |
| Administrative Expenses | $114,000 | AdministrativeExpensesAmt |
| End Year Balance | $97,586,596 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,201,112 | BeginningYearBalanceAmt |
| Contributions | $2,664,712 | ContributionsAmt |
| Investment Earnings Or Losses | $5,469,672 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,487,143 | OtherExpendituresAmt |
| Administrative Expenses | $119,000 | AdministrativeExpensesAmt |
| End Year Balance | $88,729,353 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,297,446 | BeginningYearBalanceAmt |
| Contributions | $6,590,175 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,329,626 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,231,391 | OtherExpendituresAmt |
| Administrative Expenses | $125,492 | AdministrativeExpensesAmt |
| End Year Balance | $85,201,112 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,048,868 | BeginningYearBalanceAmt |
| Contributions | $1,777,466 | ContributionsAmt |
| Investment Earnings Or Losses | $7,188,561 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,587,403 | OtherExpendituresAmt |
| Administrative Expenses | $130,046 | AdministrativeExpensesAmt |
| End Year Balance | $87,297,446 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,032,822 | BeginningYearBalanceAmt |
| Contributions | $5,129,159 | ContributionsAmt |
| Investment Earnings Or Losses | $7,644,081 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,633,920 | OtherExpendituresAmt |
| Administrative Expenses | $123,274 | AdministrativeExpensesAmt |
| End Year Balance | $84,048,868 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.25000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.75000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,218,517 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,300,923 | DepreciationAmt |
| Book Value | $2,917,594 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,191,986 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,662,451 | DepreciationAmt |
| Book Value | $2,529,535 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,447,129 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| deferred rent | $6,278,098 |
| other payables | $20,199,986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,478,084 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Foundation's endowment funds support U.S. military medical education and research at the USUHS and other military medical institutions. |
| Part X, Line 2: | Under ASC 740-10, Accounting for Uncertainty in Income Taxes, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely than not that the position will be sustained. Management believes it has no material uncertain tax positions nor any penalties and interest to be accrued for the years ended September 30, 2017 and 2016, and, accordingly, there is no liability for unrecognized tax benefits. The Foundation is still open to examination by taxing authorities from fiscal year 2014 forward. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 1 | 9 | program services | scientific and administrative support for medical research | $8,663,272 |
| Sub-Saharan Africa | 5 | 478 | program services | scientific and administrative support for medical research | $75,494,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 6 | SubtotalOfficesCnt |
| Subtotal Employees | 487 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 6 | TotalOfficeCnt |
| Total Employee | 487 | TotalEmployeeCnt |
| Subtotal Spent | $84,157,352 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $84,157,352 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HMM Dinner | Event1Nm |
| Gross Receipts Event1 | $484,750 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $458,110 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,640 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $23,550 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $52,770 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $484,750 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $458,110 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $26,640 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $23,550 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $52,770 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $76,320 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$49,680 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| john w lowe | ||||||||||||||
| president, ceo & executive director | $349,391 | $0 | $0 | $0 | $54,732 | $0 | $42,000 | $0 | $42,011 | $0 | $488,134 | $0 | $0 | $0 |
| craig d anderson | ||||||||||||||
| senior vice pres finance, cfo and tr | $294,941 | $0 | $4,000 | $0 | $45,403 | $0 | $42,000 | $0 | $42,619 | $0 | $428,963 | $0 | $0 | $0 |
| stephen e goodwin | ||||||||||||||
| vp operations | $258,768 | $0 | $0 | $0 | $40,498 | $0 | $42,000 | $0 | $42,208 | $0 | $383,474 | $0 | $0 | $0 |
| william slade | ||||||||||||||
| general counsel | $253,293 | $0 | $5,000 | $0 | $37,142 | $0 | $42,000 | $0 | $39,817 | $0 | $377,252 | $0 | $0 | $0 |
| arthur w hapner | ||||||||||||||
| vp program management office | $229,478 | $0 | $5,000 | $0 | $38,307 | $0 | $18,000 | $0 | $25,365 | $0 | $316,150 | $0 | $0 | $0 |
| elizabeth t folk | ||||||||||||||
| vp office of sponsored prgms | $235,518 | $0 | $0 | $0 | $32,295 | $0 | $24,000 | $0 | $25,952 | $0 | $317,765 | $0 | $0 | $0 |
| debbie-jo mindel-zarnick | ||||||||||||||
| vp human resources | $99,255 | $0 | $168,005 | $0 | $7,705 | $0 | $3,662 | $0 | $12,703 | $0 | $291,330 | $0 | $0 | $0 |
| william kinner | ||||||||||||||
| assistant secretary | $191,989 | $0 | $1,500 | $0 | $604 | $0 | $21,473 | $0 | $0 | $0 | $215,566 | $0 | $0 | $0 |
| cynthia gilman | ||||||||||||||
| vp ctr for private public prtnership | $184,928 | $0 | $2,000 | $0 | $1,732 | $0 | $24,000 | $0 | $29,822 | $0 | $242,482 | $0 | $0 | $0 |
| jeffrey hooke | ||||||||||||||
| head of pathology | $298,959 | $0 | $0 | $0 | $1,242 | $0 | $15,226 | $0 | $41,749 | $0 | $357,176 | $0 | $0 | $0 |
| merlin robb | ||||||||||||||
| program director | $276,498 | $0 | $0 | $0 | $14,346 | $0 | $42,000 | $0 | $29,083 | $0 | $361,927 | $0 | $0 | $0 |
| marina vernalis | ||||||||||||||
| medical director ICHP | $276,285 | $0 | $0 | $0 | $3,564 | $0 | $42,000 | $0 | $38,932 | $0 | $360,781 | $0 | $0 | $0 |
| mark scher | ||||||||||||||
| director of technology to commercial | $263,544 | $0 | $0 | $0 | $13,820 | $0 | $24,000 | $0 | $41,708 | $0 | $343,072 | $0 | $0 | $0 |
| jintanat ananworanich | ||||||||||||||
| assoc director therapeutics research | $249,878 | $0 | $0 | $0 | $808 | $0 | $18,000 | $0 | $27,341 | $0 | $296,027 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | HJF provides the Form 990 to the Council of Directors as a draft copy prior to filing it with the IRS. The Council provides any comments that are taken into account for the final return. |
| Form 990, Part VI, Section B, line 12c | the council of directors and all employees must disclose all actual and any apparent conflicts of interest. To comply with this requirement, all new employees execute a conflict of interest disclosure form as part of initial in-process. Employees also recertify their conflict of interest status at the conclusion of the online ethics training, which is completed by all new hires. Additionally, all board members and employees update their conflict of interest status annually. Directors have been made aware of their obligation to report any actual or perceived conflicts. The conflict of interest updates are reviewed by the Ethics Department. When appropriate, the Ethics Department works with the employee to create a mitigation plan that addresses the perceived or actual conflict. Any needed restrictions are tailored to fit the situation and can include for example, modification of work schedules and restricting decision making capacity. Mitigation plans are reviewed by the Ethics Officer and are signed by the employee and employee's supervisor. |
| Form 990, Part VI, Section B, line 15 | A consulting company utilizing multiple survey sources was hired to establish the market rates for the Chief Executive Officer and Chief Financial Officer positions every year taking into account not-for-profit organizations similar in size to HJF. All other positions are priced at the time of creation, hire or promotion. Several key executive positions were repriced in 2016/17. The compensation system is a market based system in which positions are market priced initially and then monitored annually based on overall market factors and surveys from industry experts. |
| Form 990, Part VI, Section C, line 19 | The conflict of interest policy is available on HJF's website. HJF's governing documents, annual financial statements and Uniform Guidance report are available upon request. The contact information to make such requests is available on hjf's website. |
| Form 990, Part IX, line 11g | personal services: Program service expenses 73,913,862. Management and general expenses 2,312,921. Fundraising expenses 0. Total expenses 76,226,783. subcontractors: Program service expenses 130,607,657. Management and general expenses 201,426. Fundraising expenses 0. Total expenses 130,809,083. |
Schedule R IRS990ScheduleR
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 | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| hjf medical research international inc | |||||||||||||||
| 6720A Rockledge dr ste 100 | bethesda | MD | 20817 | 522322791 | program services | MD | 501(c)(3) | Line 7 | N/A | Yes (1) | |||||
| hjf medical research international ltd | |||||||||||||||
| health research | Yes (1) | usuma street maitama | abuja | NI | NI | hjf | |||||||||
| 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 | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| hjf medical research international inc | ||
| P | $68,167,457 | fmv |
| hjf medical research international inc | ||
| R | $30,000,000 | fmv |
| hjf medical research international inc | ||
| S | $32,600,000 | fmv |
| hjf medical research international ltd | ||
| P | $7,326,623 | fmv |
| hjf medical research international ltd | ||
| R | $7,472,980 | fmv |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R Part V | FormAndLineReferenceDesc |
| Explanation | HJF medical research international, inc. and hjf medical research international ltd receive cost reimbursements for administering research grants as subrecipients to HJF. | ExplanationTxt |
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