2018-08-14T10:12:35-05:00 2017-09-30 371611326 Aronson LLC 805 King Farm Blvd 3rd Floor Rockville MD 20850 990 2016-10-01 521317896 HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE HENR 2406942000 6720A rockledge drive No 100 bethesda MD 20817 corey hastings chief financial officer 2406942000 2018-08-14 1 Robert Eby CPA P01682202 3012316200 2016 2022-09-23 18:48:47Z dr joseph caravalho 6720A rockledge drive No 100 bethesda MD 20817 557546552 0 X www.hjf.org X 1983 MD 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. 9 9 2820 0 6344 4736 466877838 510026148 3156568 2465296 5576474 12398852 1899344 2167233 477510224 527057529 0 0 0 0 199842507 204939094 0 0 272639 270405576 312814191 470248083 517753285 7262141 9304244 271132935 282791669 85190534 87545024 185942401 195246645 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. 0 0 508579221 0 0 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. 4055104 12696752 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. 1155647 0 0 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. 513789972 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 519 0 1 2820 1 1 1 1 KE MZ NI SF TH TZ JO GM JA 0 0 0 1 1 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CT FL IL MA MD MO NC NH NJ NY OH PA SC VA WA X daryl legrande 2406942000 6720A rockledge drive suite 100 bethesda MD 20817 mr philip a odeen director - chairman 1.00 X X 0 0 0 us senator john mccain director 1.00 X 0 0 0 us senator jack reed director 1.00 X 0 0 0 us congressman mac thornberry director 1.00 X 0 0 0 the honorable adam smith director 1.00 X 0 0 0 richard w thomas director 1.00 X 0 0 0 john dressendorfer director 1.00 X 0 0 0 the honorable beverly byron director 1.00 X 0 0 0 general gordon r sullivan director 1.00 X 0 0 0 dr joseph caravalho president, ceo & executive director 40.00 X 0 0 0 john w lowe president, ceo & executive director 41.00 X 404123 0 84011 craig d anderson senior vice pres finance, cfo and treasurer 44.00 X 344344 0 84619 stephen e goodwin vp operations 53.00 X 299266 0 84208 william slade general counsel 41.00 X 295435 0 81817 arthur w hapner vp program management office 47.00 X 272785 0 43365 elizabeth t folk vp office of sponsored prgms 45.00 X 267813 0 49952 debbie-jo mindel-zarnick vp human resources 40.00 X 274965 0 16365 william kinner assistant secretary 42.00 X 194093 0 21473 cynthia gilman vp ctr for private public prtnership 40.00 X 188660 0 53822 jeffrey hooke head of pathology 40.00 X 300201 0 56975 merlin robb program director 55.00 X 290844 0 71083 marina vernalis medical director ICHP 42.00 X 279849 0 80932 mark scher director of technology to commercialization 54.00 X 277364 0 65708 jintanat ananworanich assoc director therapeutics research 48.00 X 250686 0 45341 3940428 0 839671 403 0 1 0 makerere university walter reed po box 16524 kampala UG research services 9153654 duke university po box 90759 durham NC 27708 research services 6212207 the regents of the university of califor po box 0812 UCA san francisco CA 94143 research services 5925885 windber research institute 600 somerset avenue windber PA 15963 research services 4684783 mbeya regional administrative secretary po box 259 mbeya city TZ research services 3679664 185 495210 507573301 1957637 510026148 fees and contracts 541700 2465296 2465296 2465296 971833 6344 965489 2216913 2216913 41839722 30412703 11427019 11427019 11427019 26640 495210 76320 -49680 -49680 527057529 2465296 6344 14559741 X 2454074 2454074 154142725 126012213 28043325 87187 9874448 7945891 1923060 5497 26289984 21107897 5166769 15318 12177863 9799431 2371652 6780 1289702 9650 1280052 227477 227477 207035866 204521519 2514347 9159986 5942547 3217439 6875208 6437694 429085 8429 1095036 843078 103984 147974 2065951 2065951 657487 132287 525200 supplies 49481170 34543449 14937595 126 equipment purchase 16009503 16007586 1917 miscellaneous 15027015 77318330 -62291335 20 general services 3724975 2811663 912004 1308 164815 356737 -191922 517753285 513789972 3690674 272639 99183 4985592 36858240 43735726 131183469 121492660 8082001 9589366 24410503 18963374 6224644 5447129 78941844 87008427 9743554 10532769 271132935 282791669 60482510 54250560 7226586 6816380 17481438 26478084 85190534 87545024 X 87430908 88249893 74191212 82661404 24320281 24335348 185942401 195246645 271132935 282791669 9304244 0 X 0 1 X 1 1 1 X 429225204 396536925 391051310 466877838 510026148 2193717425 429225204 396536925 391051310 466877838 510026148 2193717425 2193717425 1268841 5411865 4097798 3042628 3188746 17009878 4347420 4347420 2215074723 16695149 0.99040 0.98600 X Schedule A, Part II, Line 10, Explanation of Other Income: grants management fees project income and licensing fee - 2012 Amount: $ 4,347,420. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 88729353 763441 12328939 4121137 114000 97586596 85201112 2664712 5469672 4487143 119000 88729353 87297446 6590175 -3329626 5231391 125492 85201112 84048868 1777466 7188561 5587403 130046 87297446 73032822 5129159 7644081 1633920 123274 84048868 0.25000 0.75000 0 0 6218517 3300923 2917594 18191986 15662451 2529535 5447129 deferred rent 6278098 other payables 20199986 26478084 X 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. East Asia and the Pacific 1 9 program services scientific and administrative support for medical research 8663272 Sub-Saharan Africa 5 478 program services scientific and administrative support for medical research 75494080 6 487 0 0 6 487 84157352 0 84157352 1 0 1 0 0 0 HMM Dinner 484750 458110 26640 23550 52770 484750 458110 26640 23550 52770 76320 -49680 X X 0 0 0 0 0 0 0 0 0 john w lowe president, ceo & executive director 349391 0 0 0 54732 0 42000 0 42011 0 488134 0 0 0 craig d anderson senior vice pres finance, cfo and tr 294941 0 4000 0 45403 0 42000 0 42619 0 428963 0 0 0 stephen e goodwin vp operations 258768 0 0 0 40498 0 42000 0 42208 0 383474 0 0 0 william slade general counsel 253293 0 5000 0 37142 0 42000 0 39817 0 377252 0 0 0 arthur w hapner vp program management office 229478 0 5000 0 38307 0 18000 0 25365 0 316150 0 0 0 elizabeth t folk vp office of sponsored prgms 235518 0 0 0 32295 0 24000 0 25952 0 317765 0 0 0 debbie-jo mindel-zarnick vp human resources 99255 0 168005 0 7705 0 3662 0 12703 0 291330 0 0 0 william kinner assistant secretary 191989 0 1500 0 604 0 21473 0 0 0 215566 0 0 0 cynthia gilman vp ctr for private public prtnership 184928 0 2000 0 1732 0 24000 0 29822 0 242482 0 0 0 jeffrey hooke head of pathology 298959 0 0 0 1242 0 15226 0 41749 0 357176 0 0 0 merlin robb program director 276498 0 0 0 14346 0 42000 0 29083 0 361927 0 0 0 marina vernalis medical director ICHP 276285 0 0 0 3564 0 42000 0 38932 0 360781 0 0 0 mark scher director of technology to commercial 263544 0 0 0 13820 0 24000 0 41708 0 343072 0 0 0 jintanat ananworanich assoc director therapeutics research 249878 0 0 0 808 0 18000 0 27341 0 296027 0 0 0 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. hjf medical research international inc 6720A Rockledge dr ste 100 bethesda MD 20817 522322791 program services MD 501(c)(3) Line 7 N/A 1 hjf medical research international ltd usuma street maitama abuja NI health research NI hjf 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 hjf medical research international inc P 68167457 fmv hjf medical research international inc R 30000000 fmv hjf medical research international inc S 32600000 fmv hjf medical research international ltd P 7326623 fmv hjf medical research international ltd R 7472980 fmv Schedule R Part V HJF medical research international, inc. and hjf medical research international ltd receive cost reimbursements for administering research grants as subrecipients to HJF.