SALK INSTITUTE FOR BIOLOGICAL STUDIES: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SALK INSTITUTE FOR BIOLOGICAL STUDIES (EIN 95-2160097)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-09
- IRS object ID
- 201831299349303193
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T18:31:03-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4370 LA JOLLA VILLAGE DR STE 500 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952160097 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SALK INSTITUTE FOR BIOLOGICAL STUDIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KIMBERLY CASTILLO | InCareOfNm |
| Business Name Control | SALK | BusinessNameControlTxt |
| Phone | 8584534100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 N TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY CASTILLO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8584534100 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOCELYNE MILLER | PreparerPersonNm |
| PTIN | P00634378 | PTIN |
| Phone | 8585357200 | 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 | FRED GAGE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 N TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $324,923,787 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SALK.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | BASIC RESEARCH IN THE FOLLOWING: MOLECULAR BIOLOGY & GENETICS, NEUROSCIENCE, AND PLANT BIOLOGY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 1041 | TotalEmployeeCnt |
| Total Volunteers | 144 | TotalVolunteersCnt |
| Total Gross UBI | $36,544 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $22,570 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $101,155,413 | PYContributionsGrantsAmt |
| CY Contributions Grants | $117,967,625 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,667,404 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,519,420 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,387,202 | PYOtherRevenueAmt |
| CY Other Revenue | $1,372,745 | CYOtherRevenueAmt |
| PY Total Revenue | $128,210,019 | PYTotalRevenueAmt |
| CY Total Revenue | $131,859,790 | 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 | $65,706,375 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $68,371,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,424,614 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $51,166,322 | PYOtherExpensesAmt |
| CY Other Expenses | $50,993,264 | CYOtherExpensesAmt |
| PY Total Expenses | $116,872,697 | PYTotalExpensesAmt |
| CY Total Expenses | $119,364,264 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,337,322 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,495,526 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $456,410,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $500,598,954 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $108,429,751 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $115,532,386 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $347,980,726 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $385,066,568 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INVOLVED IN RESEARCH ACTIVITIES, THE OBJECTIVES OF WHICH ARE THE ADVANCEMENT AND DISSEMINATION OF KNOWLEDGE RELEVANT TO THE HEALTH AND WELLBEING OF MAN. THE OBJECTIVES ARE MET PRIMARILY THROUGH RESEARCH AND ADVANCED INSTRUCTION IN (A) BIOLOGY, (B) THE CAUSE, PREVENTION AND CURE OF DISEASES, AND (C) THE FACTORS AND CIRCUMSTANCES CONDUCIVE TO THE FULFILLMENT OF MAN'S BIOLOGICAL POTENTIAL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $100,243,398 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Small molecule keeps new adult neurons from straying, may be tied to schizophrenia - Scientists at the Salk Institute discovered that a small stretch of ribonucleic acid, a molecule called miR-19, guides the placement of new neurons in the adult brain. This molecule is disrupted in cells from patients with schizophrenia. The findings, published in Neuron, represent one of the first links between an individual microRNA and a specific process in the brain or a brain disorder. The discovery could lead to a better understanding of how the adult brain controls the growth of new neurons and how it can go wrong. [7/6/16] New neurons reveal clues about an individuals autism - Autism, affecting approximately 1 out of every 68 children in the United States, has no known cause, although the brains of some people with this disorder grow faster than usual early in life. A study co-led by Salk Institute scientists began unraveling the mechanisms driving excess brain growth by creating neuron precursor cells from this population subset and observing that these stem cell-derived neurons multiplied faster in the dish than those of healthy individuals. The cells also made fewer connections compared to cells from healthy individuals. The team restored communications between the cells by adding IGF-1, a drug currently being evaluated in clinical trials of autism. The findings were published in Molecular Psychiatry. [7/7/16] When it comes to recognizing shapes, timing is everything - Salk researchers showed how vision relies on patterns of brain activity from a brain area called V4, which picks out the boundaries of objects. In a study published in Neuron, the team used data from neuronal electrical activity in V4 to create a computer code they dubbed an "ideal observer". With access to only the brain data, the computer "deciphered" moving pictures. One version of the ideal observer relied on the number of times the neurons fired; the other version used both the number and the timing of the firings. The latter observer correctly guessed the moving images more than twice as accurately as the more basic observer. Better understanding the links between patterns of neuron activity and how the brain sees the world could lay the groundwork for more advanced visual prosthetics. [8/4/16] Disregarded plant molecule actually a treasure - By using an array of cutting-edge biological approaches, Salk scientists revealed that a plant molecule called phaseic acid, often overlooked by plant biologists, plays a critical role in developing hardier plants. Their work, published in Cell, suggests that phaseic acid, along with abscisic acid, helps move carbon from a plants leaves and stems into its roots to protect them during periods of drought, overwintering and during pathogen attacks in the soil. A greater understanding of this area of plant biology could provide new leads into the development of hardier food crops that can weather natural disasters wrought by climate change. [8/11/16] New mechanism discovered for Alzheimers risk gene - People with two copies of a gene called apolipoprotein E4 (ApoE4) are much more likely to have Alzheimers disease at age 65 than the rest of the population. Researchers at the Salk Institute identified a new connection between ApoE4 and the protein build-up associated with Alzheimers, an enzyme called high-temperature requirement serine peptidase A1 (HtrA1), which provides a possible biochemical explanation for how extra ApoE4 causes the disease. Their findings, reported in the Journal of the American Chemical Society, provide a new avenue for making progress in understanding Alzheimers. [8/17/16] Neurodevelopmental model of Williams syndrome offers insight into human social brain - By employing cutting-edge stem cell techniques, Salk scientists and their collaborators were able to, for the first time, directly observe the behavior of cells with the genetic profile of Williams syndrome, a rare genetic condition that affects approximately 20,000 Americans. The findings were published in the online edition of Nature. One aspect of Williams syndrome, which causes a host of medical problems, is a hyper-social predisposition. The neurodevelopmental model created by the scientific team may provide new insights into the fundamental biological processes underlying social interactions. [8/20/16] Elevating brain protein allays symptoms of Alzheimers and improves memory - Scientists at the Salk Institute discovered that boosting levels of a specific protein, neuregulin-1, in the brain alleviates hallmark features of Alzheimers disease in a mouse model of the disorder. When they raised the level of neuregulin-1 in the hippocampus, an area of the brain responsible for learning and memory, the mice showed improved performance on a test of spatial memory. Neuregulin-1 has many forms and functions across the brain and is already a potential target for such brain disorders as Parkinsons disease, amyotrophic lateral sclerosis and schizophrenia. The Salk teams findings were described in Scientific Reports. [8/25/16] Salk scientists map brains action center - Using genetic engineering, cutting-edge neuronal tracing and electrophysiology, Salk researchers created a comprehensive map of the connectivity of neurons within the striatum, a part of the brain that helps control movement toward a goal. The exact functions of the striatum and its ability to coordinate many diverse functions is still a mystery, but when the striatum doesnt operate properly, it can lead to disorders such as Parkinsons disease, obsessive-compulsive disorder or addiction. The Salk study, published in Neuron, adds crucial insights into the mechanisms that drive brain disorders. [8/25/16] New method creates endless supply of kidney precursor cells - In a scientific breakthrough, Salk researchers successfully created kidney progenitor cells that survive in the lab. Previous attempts to maintain cultures of nephron progenitor cells often failed, as the cells died or gradually lost their developmental potential. By using a 3D culture and a new mixture of supporting molecules, the Salk researchers successfully suspended the cells early in their development. The work, published in Cell Stem Cell, holds tremendous promise for regenerative therapy to replace ailing organs, as well as modeling diseases in the lab. [8/25/16] The brains stunning genomic diversity revealed - Most cells in the human brain have changes to their DNA that make each neuron a little different. A multi-institute collaboration led by the Salk Institute showed that one source of this variation - long interspersed nuclear elements (or L1s) - are present in 44 to 63 percent of healthy neurons and can not only insert DNA but also remove it. The discovery, published in Nature Neuroscience, may help explain what makes each human unique and provide new insights into diseases linked with more than normal amounts of L1 variations, such as schizophrenia and autism. [9/9/16] Targeting fat to treat cancer - Cells create their own fat molecules to build plasma membranes and other structures, and a critical player in lipid synthesis is the enzyme acetyl-CoA carboxylase (ACC). Knowing that cancer cells are especially reliant on lipid synthesis, researchers at the Salk Institute collaborated with biotechnicians to identify a novel ACC inhibitor, dubbed ND-646. In large-scale testing of ND-646 in both animal models of cancer and in transplanted human lung cancer cells, the team observed tumor masses shrink by two-thirds. When the researchers paired ND-646 with carboplatin, a common treatment for non-small lung cancer, 87% of tumors were suppressed. This important work was published in Nature Medicine. [9/19/16] Salk scientists adapt computer program to gauge eye spasm severity - To provide an objective scale for research and diagnosis of blepharospasm - uncontrollable muscle contractions around the eye - Salk scientists developed a computer program that analyzes videos of patients faces. The new tool, described online in Neurology, could eventually be expanded to help study facial tics and twitches in other contexts, including Tourette syndrome, schizophrenia and Parkinsons disease. [10/21/16] Heart disease, leukemia linked to dysfunction in nucleus - Investigations by Salk scientists showed that the cells nuclear membrane, far from being a passive enclosure as previously thought, is an active regulatory structure. The findings were reported in Genes & Development. Using a suite of molecular biology technologies, the Salk team discovered that two proteins in the nuclear envelope, together with the membrane-spanning complexes they form, actively associate with stretches of DNA to trigger expression of key genes. Better understanding these higher-level functions could provide insight into diseases that appear to be related to dysfunctional nuclear membrane components, such as leukemia, heart disease and aging disorders. [11/2/16] "Prince | Desc |
| Total Program Service Expenses | $100,243,398 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 130 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1041 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| 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 | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | 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 | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY CASTILLO | PersonNm |
| Phone | 8584534100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 N TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| IRWIN M JACOBS SM SCD | |||||||||
| CHAIR (OUTGOING 11/18/16) | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| M FAYE WILSON | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL C LEWIS | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THEODORE WAITT | |||||||||
| CHAIR (INCOMING 11/19/16) | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARNA WHITTINGTON PHD | |||||||||
| VICE CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD A HEYMAN PHD | |||||||||
| VICE CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH BLACKBURN PHD | |||||||||
| PRESIDENT | 50.0 | 0.0 | Yes (X) | Yes (X) | $930,438 | $0 | $8,248 | ||
| EDWARD M CALLAWAY PHD | |||||||||
| TRUSTEE/PROFESSOR | 50.0 | 0.0 | Yes (X) | $344,109 | $0 | $44,136 | |||
| DONALD L COHN | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK J DOTZLER | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAY FLATLEY | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ALAN D GOLD | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID F HALE | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN HETZER PHD | |||||||||
| PROFESSOR/CSO | 50.0 | 0.0 | Yes (X) | $296,664 | $0 | $43,790 | |||
| EDWIN K HUNTER | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS M JESSELL PHD | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SANJAY K JHA PHD | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH KEADLE | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN H LEWIS | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CORINNE MENTZELOPOULOS | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD H NEWMAN PHD | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH NOEL PHD | |||||||||
| TRUSTEE/PROFESSOR | 50.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FREDERIK PAULSEN PHD | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ERNEST S RADY | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARKUS REINHARD | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TERRY ROSEN PHD | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ERIC SAGERMAN | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ALAN SAGHATELIAN PHD | |||||||||
| TRUSTEE/PROFESSOR | 50.0 | 0.0 | Yes (X) | $222,280 | $0 | $19,748 | |||
| MARY JANE SALK | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN S SCHAPIRO | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STACEY STEWART | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HAEYOUNG KONG TANG PHD | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL TIERNEY | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOON YUN MD | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER L HOWSE PHD | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FAYE HUNTER | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HARVEY P WHITE | |||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JULIA A MILLER JD | |||||||||
| SECRETARY/GENERAL COUNSEL | 50.0 | 0.0 | Yes (X) | $284,593 | $0 | $45,779 | |||
| KIM E WITMER | |||||||||
| TREASURER/SVP FINANCE & ADMIN | 50.0 | 0.0 | Yes (X) | $440,522 | $0 | $46,087 | |||
| KIMBERLY CASTILLO | |||||||||
| CHIEF FINANCIAL OFFICER | 50.0 | 0.0 | Yes (X) | $239,801 | $0 | $37,161 | |||
| JENNEFER COLLINS | |||||||||
| VP, ACADEMIC & ADMIN SVCS | 50.0 | 0.0 | $325,298 | $0 | $45,745 | Yes (X) | |||
| FRED GAGE PHD | |||||||||
| PROFESSOR | 50.0 | 0.0 | $368,067 | $0 | $42,984 | Yes (X) | |||
| ANTHONY HUNTER PHD | |||||||||
| PROFESSOR | 50.0 | 0.0 | $338,429 | $0 | $40,122 | Yes (X) | |||
| REBECCA NEWMAN | |||||||||
| VP, EXTERNAL RELATIONS | 50.0 | 0.0 | $487,419 | $0 | $34,459 | Yes (X) | |||
| INDER VERMA PHD | |||||||||
| PROFESSOR | 50.0 | 0.0 | $417,484 | $0 | $42,984 | Yes (X) | |||
| WILLIAM R BRODY MD PHD | |||||||||
| FORMER PRESIDENT | 0.0 | 0.0 | $105,000 | $0 | $0 | Yes (X) | |||
| MARSHA A CHANDLER PHD | |||||||||
| FORMER EXEC.VP/COO | 0.0 | 0.0 | $318,316 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,118,420 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $451,243 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 96 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UC REGENTS SAN DIEGO | |||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | TRNG PROGRAM/SUBCONT | $2,242,675 |
| Rudolph Sletten | |||||
| 600 B STREET SUITE 1500 | SAN DIEGO | CA | 92101 | CONSTRUCTION SVCS | $6,776,705 |
| ALLIED BARON SECURITY SERVICES | |||||
| 161 WASHINGTON STREET SUITE 600 | CONSHOHOCKEN | PA | 19428 | SECURITY SERVICE | $497,158 |
| WISS JANEY ELSTNER ASSOCIATES | |||||
| 330 PFINGSTEN ROAD | NORTHBROOK | IL | 60062 | CONSTRUCTION SVCS | $326,900 |
| A O REED CO | |||||
| 4777 RUFFNER STREET | SAN DIEGO | CA | 92111 | CONSTRUCTION SVCS | $273,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,130,441 | FundraisingAmt |
| Government Grants | $47,727,245 | GovernmentGrantsAmt |
| All Other Contributions | $69,109,939 | AllOtherContributionsAmt |
| Noncash Contributions | $7,234,784 | NoncashContributionsAmt |
| Total Contributions | $117,967,625 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $706,937 | TotalRevenueColumnAmt |
| Exclusion | $706,937 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,474,874 | TotalRevenueColumnAmt |
| Exclusion | $1,474,874 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $204,567,990 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $192,755,507 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,812,483 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,812,483 | TotalRevenueColumnAmt |
| Exclusion | $11,812,483 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $99,192 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,130,441 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $308,490 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$209,298 | TotalRevenueColumnAmt |
| Exclusion | -$209,298 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ENERGY REBATE | 900099 | $65,276 | $65,276 | |
| OIL ROYALTIES | 900099 | $1,714 | $1,714 | |
| UBI(K-1 FLOW THROUGH INCOME) | 900099 | $36,544 | $36,544 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,635 | TotalRevenueColumnAmt |
| Exclusion | $3,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $107,169 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,859,790 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $36,544 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,855,621 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,426,672 | TotalAmt |
| Program Services | $970,726 | ProgramServicesAmt |
| Management And General | $2,247,209 | ManagementAndGeneralAmt |
| Fundraising | $208,737 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,652,581 | TotalAmt |
| Program Services | $42,453,851 | ProgramServicesAmt |
| Management And General | $5,247,267 | ManagementAndGeneralAmt |
| Fundraising | $1,951,463 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,565,348 | TotalAmt |
| Program Services | $2,947,401 | ProgramServicesAmt |
| Management And General | $438,858 | ManagementAndGeneralAmt |
| Fundraising | $179,089 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,135,063 | TotalAmt |
| Program Services | $6,889,234 | ProgramServicesAmt |
| Management And General | $1,001,343 | ManagementAndGeneralAmt |
| Fundraising | $244,486 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,591,336 | TotalAmt |
| Program Services | $2,968,885 | ProgramServicesAmt |
| Management And General | $442,057 | ManagementAndGeneralAmt |
| Fundraising | $180,394 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,538 | TotalAmt |
| Program Services | $80,000 | ProgramServicesAmt |
| Management And General | $310,538 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,643 | TotalAmt |
| Program Services | $163,162 | ProgramServicesAmt |
| Management And General | $314,068 | ManagementAndGeneralAmt |
| Fundraising | $2,413 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,247 | TotalAmt |
| Management And General | $225,247 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,650 | TotalAmt |
| Management And General | $113,650 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,985,291 | TotalAmt |
| Program Services | $9,466,087 | ProgramServicesAmt |
| Management And General | $1,255,492 | ManagementAndGeneralAmt |
| Fundraising | $263,712 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,380 | TotalAmt |
| Program Services | $13,087 | ProgramServicesAmt |
| Management And General | $7,203 | ManagementAndGeneralAmt |
| Fundraising | $36,090 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,179,204 | TotalAmt |
| Program Services | $503,868 | ProgramServicesAmt |
| Management And General | $331,733 | ManagementAndGeneralAmt |
| Fundraising | $343,603 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,300,710 | TotalAmt |
| Program Services | $1,790,116 | ProgramServicesAmt |
| Management And General | $417,310 | ManagementAndGeneralAmt |
| Fundraising | $93,284 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,225,821 | TotalAmt |
| Program Services | $4,968,600 | ProgramServicesAmt |
| Management And General | $1,117,415 | ManagementAndGeneralAmt |
| Fundraising | $139,806 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,283,064 | TotalAmt |
| Program Services | $704,455 | ProgramServicesAmt |
| Management And General | $146,775 | ManagementAndGeneralAmt |
| Fundraising | $431,834 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,173,555 | TotalAmt |
| Program Services | $872,427 | ProgramServicesAmt |
| Management And General | $136,958 | ManagementAndGeneralAmt |
| Fundraising | $164,170 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,079 | TotalAmt |
| Management And General | $38,079 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,196,744 | TotalAmt |
| Program Services | $9,315,589 | ProgramServicesAmt |
| Management And General | $711,091 | ManagementAndGeneralAmt |
| Fundraising | $170,064 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,422 | TotalAmt |
| Management And General | $147,422 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SCIENTIFIC SUBCONTRACTS | $3,248,760 | $3,248,760 | ||
| RESEARCH SUPPLIES | $12,607,341 | $12,607,341 | ||
| REPAIRS & PARTS | $286,737 | $281,317 | $4,015 | $1,405 |
| OTHER EXPENSES | $74,078 | -$1,508 | $61,522 | $14,064 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$19,000 | TotalAmt |
| Management And General | -$19,000 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,364,264 | TotalAmt |
| Program Services | $100,243,398 | ProgramServicesAmt |
| Management And General | $14,696,252 | ManagementAndGeneralAmt |
| Fundraising | $4,424,614 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,957,234 | BOYAmt |
| EOY | $9,627,314 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,961,022 | BOYAmt |
| EOY | $39,612,337 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,892 | BOYAmt |
| EOY | $759,707 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,167 | BOYAmt |
| EOY | $529,057 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,890,000 | BOYAmt |
| EOY | $1,667,867 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,417 | BOYAmt |
| EOY | $63,157 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,110,427 | BOYAmt |
| EOY | $846,651 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $242,811,853 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $165,162,418 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,683,855 | BOYAmt |
| EOY | $77,649,435 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,364,191 | BOYAmt |
| EOY | $161,699,053 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,309,614 | BOYAmt |
| EOY | $202,608,567 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,172,658 | BOYAmt |
| EOY | $5,535,809 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,410,477 | BOYAmt |
| EOY | $500,598,954 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,668,698 | BOYAmt |
| EOY | $21,252,910 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,931,051 | BOYAmt |
| EOY | $24,535,990 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,810,947 | BOYAmt |
| EOY | $63,236,995 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,019,055 | BOYAmt |
| EOY | $6,506,491 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,429,751 | BOYAmt |
| EOY | $115,532,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,301,928 | BOYAmt |
| EOY | $88,141,016 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,775,336 | BOYAmt |
| EOY | $110,129,823 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,903,462 | BOYAmt |
| EOY | $186,795,729 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,980,726 | BOYAmt |
| EOY | $385,066,568 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,410,477 | BOYAmt |
| EOY | $500,598,954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,495,526 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,070,496 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $519,820 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $131,344,685 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $138,079,570 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,020,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,155,413 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $117,967,625 | CurrentTaxYearAmt |
| Total | $594,568,012 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $131,344,685 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $138,079,570 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,020,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,155,413 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $117,967,625 | CurrentTaxYearAmt |
| Total | $594,568,012 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $26,067,818 | SubstantialContributorsTotAmt |
| Public Support Total170 | $568,500,194 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,331,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,920,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,686,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,072,963 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,181,811 | CurrentTaxYearAmt |
| Total | $25,192,928 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,701 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $12,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,497 | CurrentTaxYearAmt |
| Total | $61,219 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $170,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $176,715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $185,573 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $174,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,625 | CurrentTaxYearAmt |
| Total | $777,910 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $620,600,069 | TotalSupportAmt |
| Public Support CY170 | 0.91605 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90467 | 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 | OTHER INCOME | FormAndLineReferenceDesc |
| Explanation | SCHEDULE A, PART II, LINE 10 Description: OIL ROYALTIES 2012: 2,951 2013: 5,788 2014: 4,629 2015: 2,022 2016: 1,714 Description: NOTE RECEIVABLE INTEREST 2012: 462 2013: 0 2014: 0 2015: 0 2016: 0 Description: ENERGY REBATE 2012: 167,503 2013: 145,516 2014: 179,409 2015: 169,137 2016: 65,276 Description: POSTRETIREMENT BENEFITS 2012: 0 2013: 21,588 2014: 0 2015: 0 2016: 0 Description: REVENUE SHARING-HOST VEHICLE CHARGING STATION 2012: 0 2013: 0 2014: 690 2015: 0 2016: 0 Description: RECYCLING/VAN SALE 2012: 0 2013: 2,333 2014: 0 2015: 0 2016: 0 Description: NET GIFT SHOP SALES 2012: 0 2013: 1,490 2014: 845 2015: 3,384 2016: 3,635 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $2,508 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $2,508 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | OTHER ACTIVITIES | FormAndLineReferenceDesc |
| Explanation | PART II-B, LINE 1 PAID MEMBERSHIP DUES TO RESEARCH AND BIOMEDICAL ORGANIZATIONS, A PORTION OF WHICH ARE CONSIDERED LOBBYING. ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES $1,060 NATIONAL ASSOCIATION FOR BIOMEDICAL RESEARCH $1,200 BIOCOM $248 | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $207,522,930 | BeginningYearBalanceAmt |
| Contributions | $10,092,267 | ContributionsAmt |
| Investment Earnings Or Losses | $18,861,980 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,508,657 | OtherExpendituresAmt |
| End Year Balance | $228,968,520 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $218,699,419 | BeginningYearBalanceAmt |
| Contributions | $6,197,345 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,186,871 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,186,963 | OtherExpendituresAmt |
| End Year Balance | $207,522,930 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $218,629,544 | BeginningYearBalanceAmt |
| Contributions | $5,364,024 | ContributionsAmt |
| Investment Earnings Or Losses | $1,892,814 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,186,963 | OtherExpendituresAmt |
| End Year Balance | $218,699,419 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $167,637,178 | BeginningYearBalanceAmt |
| Contributions | $29,641,230 | ContributionsAmt |
| Investment Earnings Or Losses | $27,636,790 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,285,654 | OtherExpendituresAmt |
| End Year Balance | $218,629,544 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $126,725,558 | BeginningYearBalanceAmt |
| Contributions | $24,531,449 | ContributionsAmt |
| Investment Earnings Or Losses | $20,361,663 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,981,493 | OtherExpendituresAmt |
| End Year Balance | $167,637,177 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01710 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98290 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,153,930 | OtherCostOrOtherBasisAmt |
| Book Value | $1,153,930 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $160,325,788 | OtherCostOrOtherBasisAmt |
| Depreciation | $100,679,086 | DepreciationAmt |
| Book Value | $59,646,702 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,068,076 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,230,287 | DepreciationAmt |
| Book Value | $16,837,789 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,264,059 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,253,045 | DepreciationAmt |
| Book Value | $11,014 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,649,435 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $202,605,556 | F |
| STOCKS NOT-PUBLICLY TRADED <5% | $3,011 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $202,608,567 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $2,052 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RETIREE MEDICAL OBLIGATION | Desc |
| Amt | $6,504,439 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,506,491 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $133,892,582 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $24,070,496 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$22,309,652 | OtherRevenueAmt |
| Revenue Not Reported | $1,760,844 | RevenueNotReportedAmt |
| Revenue Subtotal | $132,131,738 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$271,948 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$271,948 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $131,859,790 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $119,672,751 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $308,490 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $308,490 | ExpensesNotReportedAmt |
| Expenses Subtotal | $119,364,261 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $119,364,264 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ENDOWMENT FUNDS USES | PART V, LINE 4 ENDOWMENT INCOME INTENDED TO BE USED FOR AND TO SUPPORT RESEARCH, OPERATIONS, AND LECTURESHIP EXPENSES. |
| RECONCILIATION OF REVENUE PER AUDITED FS WITH REVENUE PER RETURN | PART XI, LINE 2D INVESTMENT RETURN IN EXCESS OF AMOUNT DESIGNATED FOR CURRENT OPERATIONS UNDER SPENDING POLICY AND ROUNDING. |
| Reconciliation of Revenue per Audited FS with Revenue per Return | PART XI, LINE 4B FUNDRAISING EVENTS EXPENSES ($308,490), UNRELATED BUSINESS INCOME $36,544, AND ROUNDING ($2). |
| Reconciliation of Expenses per Audited Financial Stmts w Expenses per Rtn | PART XII, LINE 2D FUNDRAISING EVENTS EXPENSES. PART XII, LINE 4B ROUNDING. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | Attended conference | $236,869 |
| East Asia and the Pacific | Program Services | Attended conference | $49,197 |
| South Asia | Program Services | Attended conference | $2,193 |
| Middle East and North Africa | Program Services | Attended conference | $443 |
| South America | Program Services | Attended conference | $399 |
| North America | Program Services | Attended conference | $173 |
| Europe (Including Iceland and Greenland) | Program Services | Scientific subcontract | $30,022 |
| Central America and the Caribbean | Investments | $77,826,588 | |
| Europe (Including Iceland and Greenland) | Investments | $41,667,871 | |
| Sub-Saharan Africa | Investments | $7,337,362 | |
| North America | Investments | $174,927 | |
| Russia and the Newly Independent States | Fundraising | $350,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $127,676,727 | SubtotalSpentAmt |
| Total Spent | $127,676,727 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| NO. OF EMPLOYEES IN THE REGION | PART I, LINE 3, COLUMN (C) SCIENTISTS TRAVEL TO FOREIGN COUNTRIES TO ATTEND CONFERENCES. WE DO NOT DEEM THESE ACTIVITIES TO CONSTITUTE WORKING IN THE REGION. |
| ACCOUNTING METHOD | PART I, LINE 3, COLUMN (F) ACCRUAL METHOD |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CONCERT | Event1Nm |
| Gross Receipts Event1 | $1,168,356 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,094,806 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $73,550 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $97,862 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $160,125 | EntertainmentEvent1Amt |
| Event2 | LECTURE/MUSIC | Event2Nm |
| Gross Receipts Event2 | $61,277 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $35,635 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $25,642 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $3,203 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $47,300 | EntertainmentEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $1,229,633 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,130,441 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $99,192 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $101,065 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $207,425 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $308,490 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$209,298 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH BLACKBURN PHD | ||||||||||||||
| PRESIDENT | $748,570 | $0 | $0 | $0 | $181,868 | $0 | $5,300 | $0 | $2,948 | $0 | $938,686 | $0 | $0 | $0 |
| JULIA A MILLER JD | ||||||||||||||
| SECRETARY/GENERAL COUNSEL | $281,875 | $0 | $0 | $0 | $2,718 | $0 | $31,800 | $0 | $13,979 | $0 | $330,372 | $0 | $0 | $0 |
| KIM E WITMER | ||||||||||||||
| TREASURER/SVP FINANCE & ADMIN | $373,778 | $0 | $0 | $0 | $66,744 | $0 | $31,800 | $0 | $14,287 | $0 | $486,609 | $0 | $0 | $0 |
| EDWARD M CALLAWAY PHD | ||||||||||||||
| TRUSTEE/PROFESSOR | $248,115 | $0 | $0 | $0 | $95,994 | $0 | $30,700 | $0 | $13,436 | $0 | $388,245 | $0 | $0 | $0 |
| MARTIN HETZER PHD | ||||||||||||||
| PROFESSOR/CSO | $244,617 | $0 | $0 | $0 | $52,047 | $0 | $31,190 | $0 | $12,600 | $0 | $340,454 | $0 | $0 | $0 |
| ALAN SAGHATELIAN PHD | ||||||||||||||
| TRUSTEE/PROFESSOR | $196,755 | $0 | $0 | $0 | $25,525 | $0 | $10,079 | $0 | $9,669 | $0 | $242,028 | $0 | $0 | $0 |
| JENNEFER COLLINS | ||||||||||||||
| VP, ACADEMIC & ADMIN SVCS | $285,899 | $0 | $0 | $0 | $39,399 | $0 | $31,800 | $0 | $13,945 | $0 | $371,043 | $0 | $0 | $0 |
| FRED GAGE PHD | ||||||||||||||
| PROFESSOR | $357,795 | $0 | $0 | $0 | $10,272 | $0 | $31,800 | $0 | $11,184 | $0 | $411,051 | $0 | $0 | $0 |
| ANTHONY HUNTER PHD | ||||||||||||||
| PROFESSOR | $319,134 | $0 | $0 | $0 | $19,295 | $0 | $26,500 | $0 | $13,622 | $0 | $378,551 | $0 | $0 | $0 |
| REBECCA NEWMAN | ||||||||||||||
| VP, EXTERNAL RELATIONS | $370,820 | $0 | $0 | $0 | $116,599 | $0 | $31,800 | $0 | $2,659 | $0 | $521,878 | $0 | $0 | $0 |
| INDER VERMA PHD | ||||||||||||||
| PROFESSOR | $407,212 | $0 | $0 | $0 | $10,272 | $0 | $31,800 | $0 | $11,184 | $0 | $460,468 | $0 | $0 | $0 |
| WILLIAM R BRODY MD PHD | ||||||||||||||
| FORMER PRESIDENT | $5,000 | $0 | $0 | $0 | $100,000 | $0 | $0 | $0 | $0 | $0 | $105,000 | $0 | $0 | $0 |
| MARSHA A CHANDLER PHD | ||||||||||||||
| FORMER EXEC.VP/COO | $0 | $0 | $0 | $0 | $318,316 | $0 | $0 | $0 | $0 | $0 | $318,316 | $0 | $0 | $0 |
| KIMBERLY CASTILLO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $223,631 | $0 | $0 | $0 | $16,170 | $0 | $23,685 | $0 | $13,476 | $0 | $276,962 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| QUESTIONS REGARDING COMPENSATION | PART I, LINE 1A FIRST-CLASS OR CHARTER TRAVEL: ELIZABETH BLACKBURN, PRESIDENT - $12,310; EDWARD CALLAWAY, PROFESSOR - $1,766; FRED GAGE, PROFESSOR - $4,751; REBECA NEWMAN, VP-EXTERNAL RELATIONS - $9,003; INDER VERMA, PROFESSOR - $598. NOT TAXABLE - ACCOUNTABLE PLAN. |
| QUESTIONS REGARDING HOUSING ALLOWANCE OR RESIDENCE | PART I, LINE 1A A HOUSING ALLOWANCE IS PROVIDED AND REPORTED AS TAXABLE COMPENSATION. |
| SEVERANCE PAYMENT | PART I, LINE 4A SEVERANCE PAYMENT BASED ON CONFIDENTIAL AGREEMENT |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COUNTY OF SAN DIEGO | ||||||||
| A | 956000934 | 797391R50 | 2010-05-27 | $37,207,949 | REFUND 04/30/00 ISSUE;RENOVATE/EQU | false | false | false |
| CA STATEWIDE COMM DEV AUTHORITY | ||||||||
| B | 680164610 | 2014-08-07 | $31,081,050 | REFUND 08/11/05 ISSUE;RENOVATE/EQU | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,160,000 | $0 | $37,207,949 | $0 | $0 | $0 | $523,682 | $0 | $0 | $23,742,247 | $12,942,020 | $0 | 2012 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $610,535 | $0 | $29,921,340 | $0 | $0 | $0 | $0 | $0 | $0 | $13,840,290 | $16,081,050 | $0 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part IV, Line 2c | FormAndLineReferenceDesc |
| Explanation | The rebate calculation was last performed on 05/10/2015. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (5 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| EDWARD CALLAWAY | |||||||
| PROFESSOR | RETENTION | Yes (X) | $150,000 | $100,000 | false | Yes (true) | Yes (true) |
| ALAN SAGHATELIAN | |||||||
| PROFESSOR | HOME LOAN | Yes (X) | $200,000 | $150,000 | false | Yes (true) | Yes (true) |
| MARTIN HETZER | |||||||
| PROFESSOR | HOME LOAN | Yes (X) | $200,000 | $155,724 | false | Yes (true) | Yes (true) |
| MARTIN HETZER | |||||||
| PROFESSOR | HOME LOAN | Yes (X) | $221,500 | $98,444 | false | Yes (true) | Yes (true) |
| MARTIN HETZER | |||||||
| PROFESSOR | HOME LOAN | Yes (X) | $56,000 | $24,889 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $529,057 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 38 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,234,784 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | NUMBER OF CONTRIBUTIONS | FormAndLineReferenceDesc |
| Explanation | PART I, COLUMN B THE AMOUNT REPORTED IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GOVERNING BODY AND MANAGEMENT | FORM 990, PART VI, SECTION A, LINES 1A, 6, 7A, 7B LINE 1A: THE EXECUTIVE COMMITTEE SHALL ADVISE AND AID THE OFFICERS OF THE CORPORATION IN ALL MATTERS CONCERNING ITS INTERESTS, INCLUDING WITHOUT LIMITATION ALL MATTERS RELATING TO COMPENSATION AND BENEFITS, AND SHALL POSSESS AND MAY EXERCISE, DURING THE INTERVALS BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES, ALL THE POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, INCLUDING THE POWER TO AUTHORIZE THE CORPORATE SEAL TO BE AFFIXED TO ANY AND ALL DOCUMENTS WHICH MAY REQUIRE THE SAME TO BE AFFIXED THERETO, INSOFAR AS SUCH SEEMS TO THE EXECUTIVE COMMITTEE FOR THE BEST INTERESTS OF THE CORPORATION, IN ALL CASES IN WHICH SPECIFIC DIRECTIONS SHALL NOT HAVE BEEN GIVEN BY THE BOARD OF TRUSTEES, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL HAVE NO POWER TO ADOPT, AMEND, OR REPEAL THE BY-LAWS. LINE 6: MEMBERSHIP OF THE CORPORATION CONSISTS OF THE PERSONS ELECTED TO THE BOARD OF TRUSTEES AND THREE MEMBERS FROM AMONG THE RESIDENT AND NON-RESIDENT FELLOWS AND PROFESSORS CHOSEN AND ELECTED ANNUALLY BY THE RESIDENT AND NON-RESIDENT FELLOWS AND PROFESSORS. LINE 7A: THE MEMBERS OF THE CORPORATION ELECT THE TRUSTEES. LINE 7B: THE MEMBERS OF THE CORPORATION MAY ALTER, AMEND, OR REPEAL THE BY-LAWS BY VOTE. |
| POLICIES | FORM 990, PART VI, SECTION B, LINES 11B, 12C, 15A/B LINE 11B: THE FORM 990 IS PREPARED BY THE INSTITUTE, INTERNALLY REVIEWED BY THE CHIEF FINANCIAL OFFICER AND EXTERNALLY REVIEWED BY THE TAX DEPARTMENT OF A PUBLIC ACCOUNTING FIRM. A COPY OF THE PREPARED FORM 990 IS PROVIDED TO ALL BOARD MEMBERS AND THE AUDIT COMMITTEE FOR REVIEW AND DISCUSSION PRIOR TO ELECTRONIC FILING. LINE 12C: ANNUALLY, THE CONFLICT OF INTEREST DISCLOSURE STATEMENT IS SENT OUT FOR COMPLETION BY THE MEMBERS OF THE BOARD OF TRUSTEES, SENIOR MEMBERS OF ADMINISTRATION AND RESEARCHERS. THE DESIGNATED OFFICIAL FOR EACH GROUP REVIEWS THE COMPLETED FORMS AND BRINGS ANY POTENTIAL CONFLICT OF INTEREST TO THE RESPECTIVE COMMITTEES FOR REVIEW. UPON DETERMINATION THAT A CONFLICT OF INTEREST EXISTS, THE FOLLOWING CONDITIONS OR RESTRICTIONS MAY BE IMPOSED: A. MONITORING OF ACTIVITIES GENERATING THE CONFLICT BY ANOTHER MEMBER; B. DISQUALIFICATION FROM PARTICIPATION IN THE ACTIVITIES GIVING RISE TO THE CONFLICT; C. MODIFICATION OF RESPONSIBILITIES TO AVOID CONFLICTS; D. PUBLIC DISCLOSURE OR DIVESTITURE OF SIGNIFICANT FINANCIAL INTERESTS; E. MODIFICATION OF THE RESEARCH PLAN OR REMOVAL OF THE AFFECTED RESEARCHER FROM THE RESEARCH; F. SEVERANCE OF RELATIONSHIP THAT CREATES ACTUAL OR POTENTIAL CONFLICTS; G. TERMINATION OF EMPLOYMENT. LINE 15A/B:IN FISCAL YEAR 2017 (JULY 1, 2016 JUNE 30, 2017), AN INDEPENDENT CONSULTANT WAS RETAINED BY THE SALK INSTITUTE TO ANALYZE AND ADVISE ON THE COMPETITIVENESS OF THE BASE SALARY AND TOTAL COMPENSATION (INCLUDING BENEFITS) FOR THE VICE PRESIDENT, EXTERNAL RELATIONS. TOTAL COMPENSATION WAS COMPARED TO LIKE ROLES AMONG ORGANIZATIONS PROVIDING SIMILAR SERVICES IN THE RESEARCH INDUSTRY, INCLUDING BOTH FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. THE CONSULTANT CONSIDERED THE SIZE AND SCOPE OF OPERATIONS OF THE INCUMBENT AND THE GUIDELINES ARTICULATED IN THE SALK INSTITUTE EXECUTIVE COMPENSATION POLICY. THE CONSULTANT GAVE THE OPINION THAT THE METHODOLOGY EMPLOYED FOR THAT PERIOD FOR EXECUTIVE COMPENSATION RECOMMENDATIONS AND DECISIONS WAS APPROPRIATE TO ESTABLISH REASONABLENESS. HUMAN RESOURCES COMPLETED A SIMILAR TOTAL COMPENSATION ANALYSIS FOR ALL EXECUTIVES. THE COMPENSATION COMMITTEE WAS PROVIDED MARKET DATA COMPARISON TO LIKE ROLES AMONG ORGANIZATIONS PROVIDING SIMILAR SERVICES IN THE RESEARCH INDUSTRY AND NOT-FOR-PROFIT SECTORS. HUMAN RESOURCES GAVE THE OPINION THAT THE TOTAL COMPENSATION WAS WELL WITHIN THE REASONABLE RANGE OF COMPETITIVE PRACTICES AND IN LINE WITH THE GUIDELINES ARTICULATED IN THE SALK INSTIUTUTE EXECUTIVE COMPENSATION POLICY. A COMPENSATION COMMITTEE WAS FORMED IN 2014 TO EVALUATE EXECUTIVE COMPENSATION. THE COMMITTEES PURPOSE IS TO ACT ON BEHALF OF THE BOARD OF TRUSTEES TO EVALUATE THE PERFORMANCE OF THE PRESIDENT/CEO; TO DETERMINE ON AN ANNUAL BASIS, APPROPRIATE COMPENSATION FOR THE PRESIDENT/CEO, VICE PRESIDENTS AND/OR EQUIVALENT PERSONS; AND TO RECOMMEND TO THE BOARD PLANS AND POLICIES PERTINENT TO THE COMPENSATION FOR THESE EXECUTIVES. THE OPINIONS FROM THE INDEPENDENT CONSULTANT AND HUMAN RESOURCES WERE REVIEWED BY THE COMPENSATION COMMITTEE, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, AND THE FULL BOARD OF TRUSTEES EXCLUDING THE PRESIDENT DUE TO A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS. THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ACTIONS WERE INCLUDED IN THE MINUTES OF THE COMPENSATON COMMITTEE MEETING, THE EXECUTIVE COMMITTEE MEETING AND THE FULL BOARD OF TRUSTEES MEETING. COPIES OF BOTH REPORTS WERE ATTACHED TO THE MINUTES OF THE MEETINGS. |
| DISCLOSURE | FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE OFFICE OF THE CHIEF FINANCIAL OFFICER MAKES AVAILABLE TO THE PUBLIC THE INSTITUTE'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY. FINANCIAL STATEMENTS ARE AVAILABLE ON THE SALK WEB SITE. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 POSTRETIREMENT BENEFIT CHANGES OTHER THAN NET PERIODIC BENEFIT COST - $556,360; UNRELATED BUSINESS INCOME $(36,544); ROUNDING - $4. |
| COMPENSATION OF DIRECTORS | FORM 990, PART VII, DIRECTORS COMPENSATION THE FOLLOWING INDIVIDUALS WERE COMPENSATED FOR THE FOLLOWING SERVICES AND NOT PAID AS TRUSTEES: EDWARD M. CALLAWAY, PH.D. - PROFESSOR; MARTIN HETZER, PH.D. - PROFESSOR, ALAN SAGHATELIAN, PH.D. - PROFESSOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA JOLLA BIOLOGICAL LABORATORIES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 N TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953655649 | EIN |
| Primary Activities | Research | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11-I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SALK INSTITUTE COMMERCIAL SERVICES CORP | ||||||||||||
| 10010 N TORREY PINES ROAD | LA JOLLA | CA | 920371002 | 232159172 | MGMT SERVICES | PA | SALK INSTITUTE | C | $13 | $39,662 | 1.00000 | Yes (true) |
| CHARITABLE REMAINDER TRUSTS (7) | ||||||||||||
| SUPPORT | CA | NA | TRUST | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONE | BusinessNameLine1Txt |
Comments