SCRIPPS RESEARCH INSTITUTE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SCRIPPS RESEARCH INSTITUTE (EIN 33-0435954)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-15
- IRS object ID
- 201842279349302294
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-15T13:33:21-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 East Fifth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330435954 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Scripps Research Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCRI | BusinessNameControlTxt |
| Phone | 8587841000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10550 North Torrey Pines Road | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jared Machado | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 8587849817 | PhoneNum |
| Signature | 2018-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca Lyons | PreparerPersonNm |
| PTIN | P01487105 | PTIN |
| Phone | 5137847100 | 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 | Peter Schultz | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10550 North Torrey Pines Road | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $383,049,673 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.scripps.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TSRI conducts biomedical and biochemical research and postgraduate training programs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 2347 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $166,157 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $323,083,434 | PYContributionsGrantsAmt |
| CY Contributions Grants | $315,969,113 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,855,648 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,686,122 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,991,165 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,877,916 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,658,459 | PYOtherRevenueAmt |
| CY Other Revenue | $8,316,387 | CYOtherRevenueAmt |
| PY Total Revenue | $348,588,706 | PYTotalRevenueAmt |
| CY Total Revenue | $340,849,538 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,779,618 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,071,691 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $166,464,708 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $156,817,945 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $112,867 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $115,752 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,142,561 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $182,330,778 | PYOtherExpensesAmt |
| CY Other Expenses | $194,347,048 | CYOtherExpensesAmt |
| PY Total Expenses | $364,687,971 | PYTotalExpensesAmt |
| CY Total Expenses | $366,352,436 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$16,099,265 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$25,502,898 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $795,642,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $787,833,020 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $158,641,940 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $155,708,857 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $637,000,978 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $632,124,163 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Scripps Research Institute ("TSRI") performs high impact basic biomedical research, improves the human condition by fostering translation of its discoveries into useful products and engages in the highest quality graduate scientific education and post graduate scientific training. TSRI is known for its entrepreneurial environment and its emphasis in research relating to synthetic chemistry, the relationship between molecular structure and activity and chemical biology. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $330,163,707 | ExpenseAmt |
| Revenue | $2,686,122 | RevenueAmt |
| Desc | Research is conducted in La Jolla, California and Jupiter, Florida with grants, contracts and fellowships that are received from public and private institutions and individuals. These awards fund biomedical research and the development of answers to fundamental and important questions. We believe that the pursuit of basic knowledge in chemistry and biology will inevitably lead to beneficial results applicable to the human condition and treatment of disease. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,214,765 | ExpenseAmt |
| Grant | $15,071,691 | GrantAmt |
| Desc | TSRI recognizes that a robust education program is key to the success of its laboratory-based investigations, and offers both graduate and post-graduate education programs. Post-doctoral education programs include fellowships for focused and supervised training on problems that will become central to subsequent investigations as these young scientists begin their scientific careers. TSRI's graduate program seeks to create an individualized curriculum for students studying at the interface of biology and chemistry - areas of scientific inquiry for which The Scripps Research Institute has earned its reputation for excellence. Courses can be chosen for either focused or interdisciplinary studies. Opportunities to craft a research project and area of study that encompasses several laboratories outside of the student's mentor are not only available but encouraged. Accommodations are made to suit the student's sensibilities and obstacles are routinely overcome to keep the best interests of the students at the forefront of the program. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $349,378,472 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | Yes (1) | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 236 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2347 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | 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 | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | 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 | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | 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 | TX | 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 | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jared Machado | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587841000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3301 North Torrey Pines Court | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Peter G Schultz PhD | ||||||||||
| Vice Chair/President/CEO | 24.00 | 0.00 | Yes (X) | Yes (X) | $362,229 | $0 | $65,605 | |||
| Herb Boyer start 101816 | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ron Burkle start 33117 | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gerald Chan start 101816 | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| John D Diekman start 13017 | ||||||||||
| Board Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Edwards start 100116 | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Peter C Farrell PhD DSc | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Richard A Gephardt | ||||||||||
| Director (end 4/18/17) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Isy Goldwasser start 100116 | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| William R Hearst III | ||||||||||
| Director (start 10/18/16) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ge Li start 13017 | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Claudia S Luttrell | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Joel S Marcus start 51517 | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Pearson | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bernard Saint-Donat PhD | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Paul Schimmel start 101816 | ||||||||||
| Director/Professor | 40.00 | 0.00 | Yes (X) | $31,129 | $0 | $18,344 | ||||
| Christopher T Walsh | ||||||||||
| Director (start 10/01/16) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Douglas A Bingham | ||||||||||
| Secretary/COO | 40.00 | 0.00 | Yes (X) | $246,707 | $0 | $58,858 | ||||
| Jared M Machado | ||||||||||
| Treasurer/CFO | 40.00 | 0.00 | Yes (X) | $225,800 | $0 | $48,792 | ||||
| Tamara L Barnas | ||||||||||
| Asst Secretary | 40.00 | 0.00 | Yes (X) | $90,997 | $0 | $22,567 | ||||
| Richard A King | ||||||||||
| Chief Operating Officer | 40.00 | 0.00 | Yes (X) | $289,689 | $0 | $8,978 | ||||
| Cary E Thomas | ||||||||||
| Chief Information Officer | 40.00 | 0.00 | $599,458 | $0 | $38,036 | Yes (X) | ||||
| James R Williamson | ||||||||||
| VP Academic Affairs | 40.00 | 0.00 | $339,947 | $0 | $65,508 | Yes (X) | ||||
| Kaye I Wynne | ||||||||||
| VP Sponsored Programs | 40.00 | 0.00 | $289,795 | $0 | $66,920 | Yes (X) | ||||
| Ronald L Davis | ||||||||||
| Chairman | 40.00 | 0.00 | $394,979 | $0 | $68,276 | Yes (X) | ||||
| Jeffery W Kelly | ||||||||||
| Chairman | 40.00 | 0.00 | $372,696 | $0 | $64,733 | Yes (X) | ||||
| Richard A Lerner | ||||||||||
| Professor | 40.00 | 0.00 | $600,538 | $0 | $64,488 | Yes (X) | ||||
| Edward Roberts | ||||||||||
| Professor | 40.00 | 0.00 | $335,707 | $0 | $67,250 | Yes (X) | ||||
| Karl Barry Sharpless | ||||||||||
| Professor | 40.00 | 0.00 | $370,631 | $0 | $65,060 | Yes (X) | ||||
| Steve A Kay | ||||||||||
| Former President | 20.00 | 0.00 | $462,282 | $0 | $62,014 | Yes (X) | ||||
| Thomas E Northrup | ||||||||||
| Secretary/General Counsel (end 12/4/15) | 0.00 | 0.00 | $306,260 | $0 | $0 | Yes (X) | ||||
| Jim C Paulson | ||||||||||
| Professor/Former Interim President | 40.00 | 0.00 | $300,912 | $0 | $66,977 | Yes (X) | ||||
| Peter K Vogt | ||||||||||
| Professor/Former Exec VP | 40.00 | 0.00 | $315,508 | $0 | $64,878 | Yes (X) | ||||
| Donna J Weston | ||||||||||
| Treasurer/CFO (end 12/26/15) | 0.00 | 0.00 | $834,147 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,769,411 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $917,284 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 258 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hogan Lovells US LLP | |||||
| 600 Brickell Ave Suite 2700 | Miami | FL | 33131 | Legal Services | $479,522 |
| Deloitte & Touche LLP | |||||
| 655 W Broadway Suite 700 | San Diego | CA | 92101 | Audit & Tax Services | $468,957 |
| Schwegman Lundberg Woessner | |||||
| 1600 TCF Tower 121 S 8th Street | Minneapolis | MN | 554022818 | Legal Services | $369,766 |
| Olson & Cepuritis Ltd | |||||
| 20 N Upper Wacker Drive | Chicago | IL | 60606 | Legal Services | $269,123 |
| Kilpatrick Townsend & Stockton | |||||
| Two Embarcadero Center Suite 1900 | San Francisco | CA | 94111 | Legal Services | $265,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $416,164 | FundraisingAmt |
| Government Grants | $250,093,081 | GovernmentGrantsAmt |
| All Other Contributions | $65,459,868 | AllOtherContributionsAmt |
| Noncash Contributions | $106,359 | NoncashContributionsAmt |
| Total Contributions | $315,969,113 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Patent Office | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,686,122 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,686,122 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,686,122 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,111,090 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $166,157 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,944,933 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,235,630 | TotalRevenueColumnAmt |
| Exclusion | $7,235,630 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,445,786 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,567,863 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$122,077 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$122,077 | TotalRevenueColumnAmt |
| Exclusion | -$122,077 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,853,756 | SecuritiesAmt |
| Other | $1,473,878 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,783,924 | SecuritiesAmt |
| Other | $776,884 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,069,832 | SecuritiesAmt |
| Other | $696,994 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,766,826 | TotalRevenueColumnAmt |
| Exclusion | $7,766,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $71,464 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $416,164 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $71,464 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Shared Svcs-Scripps He | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $526,692 | TotalRevenueColumnAmt |
| Exclusion | $526,692 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $676,142 | TotalRevenueColumnAmt |
| Exclusion | $676,142 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,202,834 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $340,849,538 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,686,122 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $166,157 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,028,146 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,340,328 | TotalAmt |
| Program Services | $11,340,328 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,731,363 | TotalAmt |
| Program Services | $3,731,363 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,861,354 | TotalAmt |
| Program Services | $996,361 | ProgramServicesAmt |
| Management And General | $1,864,993 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,325,099 | TotalAmt |
| Program Services | $113,584,968 | ProgramServicesAmt |
| Management And General | $4,900,976 | ManagementAndGeneralAmt |
| Fundraising | $839,155 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$1,394,462 | TotalAmt |
| Program Services | -$1,315,039 | ProgramServicesAmt |
| Management And General | -$70,659 | ManagementAndGeneralAmt |
| Fundraising | -$8,764 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,939,390 | TotalAmt |
| Program Services | $27,045,667 | ProgramServicesAmt |
| Management And General | $812,875 | ManagementAndGeneralAmt |
| Fundraising | $80,848 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,086,564 | TotalAmt |
| Program Services | $7,625,988 | ProgramServicesAmt |
| Management And General | $409,756 | ManagementAndGeneralAmt |
| Fundraising | $50,820 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,542 | TotalAmt |
| Program Services | $184,542 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,752 | TotalAmt |
| Fundraising | $115,752 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,107,083 | TotalAmt |
| Program Services | $73,140,405 | ProgramServicesAmt |
| Management And General | $2,601,733 | ManagementAndGeneralAmt |
| Fundraising | $364,945 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,055,775 | TotalAmt |
| Program Services | $2,749,945 | ProgramServicesAmt |
| Management And General | $120,172 | ManagementAndGeneralAmt |
| Fundraising | $185,658 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,018,299 | TotalAmt |
| Program Services | $18,089,354 | ProgramServicesAmt |
| Management And General | $864,355 | ManagementAndGeneralAmt |
| Fundraising | $64,590 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,330,598 | TotalAmt |
| Program Services | $3,244,286 | ProgramServicesAmt |
| Management And General | $53,645 | ManagementAndGeneralAmt |
| Fundraising | $32,667 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,244,780 | TotalAmt |
| Program Services | $1,244,780 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,289,185 | TotalAmt |
| Program Services | $31,158,622 | ProgramServicesAmt |
| Fundraising | $130,563 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,534,458 | TotalAmt |
| Program Services | $2,855,421 | ProgramServicesAmt |
| Management And General | $9,865 | ManagementAndGeneralAmt |
| Fundraising | $669,172 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Lab Supplies | $32,317,897 | $30,676,614 | $1,363,295 | $277,988 |
| Utilities | $14,235,728 | $13,727,890 | $0 | $507,838 |
| Professional Services | $10,899,473 | $8,599,984 | $1,900,397 | $399,092 |
| Rental Expenses | -$1,567,763 | -$1,567,763 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696,993 | TotalAmt |
| Program Services | $696,993 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,352,436 | TotalAmt |
| Program Services | $349,378,472 | ProgramServicesAmt |
| Management And General | $14,831,403 | ManagementAndGeneralAmt |
| Fundraising | $2,142,561 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,021,087 | BOYAmt |
| EOY | $9,731,545 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,035,550 | BOYAmt |
| EOY | $61,447,522 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,902,608 | BOYAmt |
| EOY | $1,070,445 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,328,571 | BOYAmt |
| EOY | $2,001,009 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,956,181 | BOYAmt |
| EOY | $3,598,817 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $757,834,731 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $444,888,533 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,822,541 | BOYAmt |
| EOY | $312,946,198 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,099,543 | BOYAmt |
| EOY | $248,899,120 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,298,000 | BOYAmt |
| EOY | $133,445,871 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,178,837 | BOYAmt |
| EOY | $14,692,493 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $795,642,918 | BOYAmt |
| EOY | $787,833,020 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,400,809 | BOYAmt |
| EOY | $45,728,376 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,550,871 | BOYAmt |
| EOY | $29,022,695 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,460,119 | BOYAmt |
| EOY | $36,438,422 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,445,000 | BOYAmt |
| EOY | $15,025,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,785,141 | BOYAmt |
| EOY | $29,494,364 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,641,940 | BOYAmt |
| EOY | $155,708,857 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,912,387 | BOYAmt |
| EOY | $410,573,438 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,688,370 | BOYAmt |
| EOY | $167,968,379 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,400,221 | BOYAmt |
| EOY | $53,582,346 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,000,978 | BOYAmt |
| EOY | $632,124,163 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $795,642,918 | BOYAmt |
| EOY | $787,833,020 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$25,502,898 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,626,070 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $13 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scripps Health | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
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) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $184,542 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $184,542 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | TSRI pays annual dues to the Association of Independent Research Institutes (AIRI), the California Biomedical Research Association, BioFlorida, and the National Association of Biomedical Research (NABR), a portion of which is used for lobbying activities. TSRI also uses the services of KMarcus Research Group LLC and Southern Strategy Group for governmental relations needs. TSRI does not participate in or intervene in (including the publishing or distributing of statements) any political campaign on behalf of (or in opposition to) any candidate for public office. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,652,489 | BeginningYearBalanceAmt |
| Contributions | $3,182,125 | ContributionsAmt |
| Investment Earnings Or Losses | $2,132,475 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,383,442 | OtherExpendituresAmt |
| End Year Balance | $69,583,647 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,296,085 | BeginningYearBalanceAmt |
| Contributions | $3,512,735 | ContributionsAmt |
| Investment Earnings Or Losses | $1,291,236 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,447,567 | OtherExpendituresAmt |
| End Year Balance | $72,652,489 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,643,081 | BeginningYearBalanceAmt |
| Contributions | $5,867,557 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,511,798 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $702,755 | OtherExpendituresAmt |
| End Year Balance | $69,296,085 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,149,149 | BeginningYearBalanceAmt |
| Contributions | $323,271 | ContributionsAmt |
| Investment Earnings Or Losses | $1,679,735 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,509,074 | OtherExpendituresAmt |
| End Year Balance | $65,643,081 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,414,527 | BeginningYearBalanceAmt |
| Contributions | $252,501 | ContributionsAmt |
| Investment Earnings Or Losses | $2,154,224 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $672,103 | OtherExpendituresAmt |
| End Year Balance | $65,149,149 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,645,590 | OtherCostOrOtherBasisAmt |
| Book Value | $42,645,590 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $420,870,510 | OtherCostOrOtherBasisAmt |
| Depreciation | $203,658,466 | DepreciationAmt |
| Book Value | $217,212,044 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,299,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,330,064 | DepreciationAmt |
| Book Value | $969,602 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $268,963,770 | OtherCostOrOtherBasisAmt |
| Depreciation | $218,178,117 | DepreciationAmt |
| Book Value | $50,785,653 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,055,195 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,721,886 | DepreciationAmt |
| Book Value | $1,333,309 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $312,946,198 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment in Limited Partnerships | Desc |
| Book Value | $133,445,871 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $133,445,871 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Pension Liability | $24,723,194 |
| Leases Scheduled Rent | $4,224,202 |
| Unitrust | $546,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,494,364 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $362,346,377 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $20,626,070 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $870,769 | OtherRevenueAmt |
| Revenue Not Reported | $21,496,839 | RevenueNotReportedAmt |
| Revenue Subtotal | $340,849,538 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $340,849,538 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $367,223,207 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $870,771 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $870,771 | ExpensesNotReportedAmt |
| Expenses Subtotal | $366,352,436 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $366,352,436 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Investment return from the endowments supports scientific projects consistent with the mission and principles of The Scripps Research Institute. |
| Part XI, Line 2d - Other Adjustments: | Rental Expenses Netted Against Rental Revenue 1,567,762. Gain on Disposal of Equipment -696,993. |
| Part XII, Line 2d - Other Adjustments: | Rental Expenses Netted Against Rental Revenue 1,567,764. Gain on Disposal of Equipment -696,993. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program services | Laboratory for TSRI scientists & students | $1,382,540 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program services | Laboratory for TSRI scientists & students | $1,693,601 |
| North America | 0 | 0 | Program services | Laboratory for TSRI scientists & students | $571,896 |
| Middle East and North Africa | 0 | 0 | Program services | Laboratory for TSRI scientists & students | $83,328 |
| Central America & the Caribbean | 0 | 0 | Investments | $76,408,302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $80,139,667 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $80,139,667 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (13 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| East Asia and the Pacific | Laboratory for TSRI scientists and students | $1,283,131 | Electronic fund/wire transfer | $0 | FMV |
| East Asia and the Pacific | Laboratory for TSRI scientists and students | $99,409 | Electronic fund/wire transfer | $0 | FMV |
| Middle East and North Africa | Laboratory for TSRI scientists and students | $83,328 | Electronic fund/wire transfer | $0 | FMV |
| North America | Laboratory for TSRI scientists and students | $21,779 | Electronic fund/wire transfer | $0 | FMV |
| North America | Laboratory for TSRI scientists and students | $245,466 | Electronic fund/wire transfer | $0 | FMV |
| North America | Laboratory for TSRI scientists and students | $304,650 | Electronic fund/wire transfer | FMV | |
| Europe (including Iceland and Greenland) | Laboratory for TSRI scientists and students | $166,784 | Electronic fund/wire transfer | $0 | FMV |
| Europe (including Iceland and Greenland) | Laboratory for TSRI scientists and students | $80,250 | Electronic fund/wire transfer | $0 | FMV |
| Europe (including Iceland and Greenland) | Laboratory for TSRI scientists and students | $82,982 | Electronic fund/wire transfer | $0 | FMV |
| Europe (including Iceland and Greenland) | Laboratory for TSRI scientists and students | $692,495 | Electronic fund/wire transfer | $0 | FMV |
| Europe (including Iceland and Greenland) | Laboratory for TSRI scientists and students | $529,426 | Electronic fund/wire transfer | $0 | FMV |
| Europe (including Iceland and Greenland) | Laboratory for TSRI scientists and students | $57,915 | Electronic fund/wire transfer | $0 | FMV |
| Europe (including Iceland and Greenland) | Laboratory for TSRI scientists and students | $83,748 | Electronic fund/wire transfer | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 13 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | TSRI monitors the amounts provided to the foreign organization by adherence to a grant contract for the lab provided for use of the TSRI researcher and monitors detailed billing statements for student research expenditures. TSRI has many scientists that travel around the world. Global travel is required by the scientists to attend various meetings and speak on their areas of specialty. It is not feasible to gather the detailed information regarding expenditures for Part I. There are no offices outside of the U.S. or employees who reside outside of the U.S. |
| Schedule F, Part IV: | TSRI has less than 10% ownership in a foreign corporation during the tax year, and therefore, was not required to file Form 5471. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sanky Communications Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 599 11th Ave 6tth Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | E-Philanthropy | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $146,194 | GrossReceiptsAmt |
| Retained By Contractor | $115,752 | RetainedByContractorAmt |
| Net To Organization | $30,442 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $146,194 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $115,752 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $30,442 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Women For Cancer Research | Event1Nm |
| Gross Receipts Event1 | $224,343 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $213,221 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,122 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $9,540 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,582 | OtherDirectExpensesEvent1Amt |
| Event2 | BallenIsles Men's Club | Event2Nm |
| Gross Receipts Event2 | $95,692 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $82,294 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,398 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $3,906 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $9,492 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $167,593 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $120,649 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $46,944 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $37,881 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $9,063 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $487,628 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $416,164 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $71,464 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $51,327 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,063 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,074 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $71,464 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2B, COLUMN (V): | FormAndLineReferenceDesc |
| Explanation | The Sanky E-Philanthropy Program is a flat rate, which includes the Sanky agency fee and all of the project fees. This includes all direct third-party vendor fees such as the merchant account for processing online contributions. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships & Stipends, TSRI Graduate School | GrantTypeTxt |
| Recipient | 459 | RecipientCnt |
| Cash Grant | $11,340,328 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Graduate student stipends are processed via personnel action forms which are approved by the Graduate Office and Human Resources prior to being sent to the payroll office. Once approved, graduate students are set up in TSRI's payroll system and are dispersed on the 1st and 15th of each month. Monitoring is done via the interaction between the student and faculty advisor. As long as the student is progressing, s/he would continue to be paid. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Peter G Schultz PhD | ||||||||||||||
| Vice Chair/President/CEO | $331,641 | $0 | $0 | $0 | $30,588 | $0 | $53,000 | $0 | $12,605 | $0 | $427,834 | $0 | $0 | $0 |
| Douglas A Bingham | ||||||||||||||
| Secretary/COO | $236,651 | $0 | $0 | $0 | $10,056 | $0 | $48,093 | $0 | $10,765 | $0 | $305,565 | $0 | $0 | $0 |
| Jared M Machado | ||||||||||||||
| Treasurer/CFO | $215,375 | $0 | $0 | $0 | $10,425 | $0 | $33,450 | $0 | $15,342 | $0 | $274,592 | $0 | $0 | $0 |
| Richard A King | ||||||||||||||
| Chief Operating Officer | $266,515 | $0 | $0 | $0 | $23,174 | $0 | $0 | $0 | $8,978 | $0 | $298,667 | $0 | $0 | $0 |
| Cary E Thomas | ||||||||||||||
| Chief Information Officer | $186,858 | $0 | $0 | $0 | $412,600 | $0 | $25,668 | $0 | $12,368 | $0 | $637,494 | $0 | $0 | $0 |
| James R Williamson | ||||||||||||||
| VP Academic Affairs | $326,652 | $0 | $0 | $0 | $13,295 | $0 | $53,000 | $0 | $12,508 | $0 | $405,455 | $0 | $0 | $0 |
| Kaye I Wynne | ||||||||||||||
| VP Sponsored Programs | $256,358 | $0 | $0 | $0 | $33,437 | $0 | $53,000 | $0 | $13,920 | $0 | $356,715 | $0 | $0 | $0 |
| Ronald L Davis | ||||||||||||||
| Chairman | $334,107 | $0 | $0 | $0 | $60,872 | $0 | $53,000 | $0 | $15,276 | $0 | $463,255 | $0 | $0 | $0 |
| Jeffery W Kelly | ||||||||||||||
| Chairman | $342,009 | $0 | $0 | $0 | $30,687 | $0 | $53,000 | $0 | $11,733 | $0 | $437,429 | $0 | $0 | $0 |
| Richard A Lerner | ||||||||||||||
| Professor | $588,654 | $0 | $0 | $0 | $11,884 | $0 | $53,000 | $0 | $11,488 | $0 | $665,026 | $0 | $0 | $0 |
| Edward Roberts | ||||||||||||||
| Professor | $330,167 | $0 | $0 | $0 | $5,540 | $0 | $53,000 | $0 | $14,250 | $0 | $402,957 | $0 | $0 | $0 |
| Karl Barry Sharpless | ||||||||||||||
| Professor | $361,534 | $0 | $0 | $0 | $9,097 | $0 | $53,000 | $0 | $12,060 | $0 | $435,691 | $0 | $0 | $0 |
| Steve A Kay | ||||||||||||||
| Former President | $386,388 | $0 | $65,385 | $0 | $10,509 | $0 | $53,000 | $0 | $9,014 | $0 | $524,296 | $0 | $0 | $0 |
| Thomas E Northrup | ||||||||||||||
| Secretary/General Counsel (end 12/4/ | $0 | $0 | $0 | $0 | $306,260 | $0 | $0 | $0 | $0 | $0 | $306,260 | $0 | $0 | $0 |
| Jim C Paulson | ||||||||||||||
| Professor/Former Interim President | $276,109 | $0 | $0 | $0 | $24,803 | $0 | $53,000 | $0 | $13,977 | $0 | $367,889 | $0 | $0 | $0 |
| Peter K Vogt | ||||||||||||||
| Professor/Former Exec VP | $292,746 | $0 | $0 | $0 | $22,762 | $0 | $53,000 | $0 | $11,878 | $0 | $380,386 | $0 | $0 | $0 |
| Donna J Weston | ||||||||||||||
| Treasurer/CFO (end 12/26/15) | $0 | $0 | $0 | $0 | $834,147 | $0 | $0 | $0 | $0 | $0 | $834,147 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Business travel and first class travel. The Scripps Research Institute allows for business travel for certain key employees for long haul flights. In certain circumstances, business class service is not available on smaller aircraft. In those circumstances, TSRI allows first class travel. |
| Part I, Lines 4a-b | Severance Payments: Cary E. Thomas - $412,600 Thomas E. Northrup - $306,260 Donna J. Weston - $834,147 Part I, Line 4b: Richard Lerner, M.D. participated in a non-qualified deferred compensation plan. Plan terminated 8/31/17. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Infrastructure & Economic Development Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 630304653 | BondIssuerEIN |
| CUSIP | 13034AMU1 | CUSIPNum |
| Bond Issued | 2016-08-30 | BondIssuedDt |
| Issue Price | $40,511,601 | IssuePriceAmt |
| Purpose | Refund and defease bonds previously issued for the | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $40,511,601 | TotalProceedsAmt |
| Refunding Escrow | $9,338,907 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $648,704 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $30,610,696 | OtherSpentProceedsAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | Yes (1) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (1) | EngageBondCounselResearchInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part I, Bond Issues: | FormAndLineReferenceDesc |
| Explanation | (a) Issue Name: California Infrastructure & Economic Development Bank (f) Description on Purpose: Refund and defease bonds previously issued for the benefit of the Institute on 6/29/2000 and 2/23/2005. Schedule K, Part II, Column A: Issuance-$40,511,601 Refunded-($30,610,696) Defeasance-($9,338,907) Actual Issuance Costs Paid- ($648,704) Schedule K, Part IV, Line 6: This question is being answered without regard to a yield-restricted advance refunding escrow financed with proceeds of the the bonds. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $106,359 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost or selling price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | Securities - Publicly traded - No. of contributions |
| Part I, Line 32b: | Shares of stock gifted to TSRI are transferred into our brokerage account at Salomon Smith Barney and they in turn sell the shares and wire the stock proceeds to TSRI. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VII, Section B: | TSRI patents many of its discoveries. For most of those discoveries, the cost of these patents is recovered from third parties pursuant to the terms of the underlying license. |
| Form 990, Part VI, Section B, line 11b | On June 20, 2018, the Audit Committee reviewed a draft of the Form 990 (including all supplemental schedules). This review included a presentation of the statements by the Chief Financial Officer with particular emphasis on disclosures about governance and about transactions with interested persons. The 990 will be provided to the full Board of Trustees prior to filing. |
| Form 990, Part VI, Section B, line 12c | TSRI'S Conflict of Interest Policies and Procedures apply to members of the Board of Directors, officers, key personnel, and their family members (altogether covered individuals) to protect the interests of TSRI when it is contemplating entering into a transaction or arrangement that could: 1) Benefit the private interest of a covered individual within the meaning of Treasury Regulation Section 1.501(c)(3)-1(d)(1)(ii), 2) Result in a possible excess benefit transaction within the meaning of Section 4958(c) of the Internal Revenue Code of 1986, as amended; or 3) Be a self-dealing transaction within the meaning of Section 5233 of the California Corporations Code (the "Corporations Code"). TSRI's policies and procedures are intended to supplement, but not replace, any state and federal laws governing actual, potential, or apparent conflict of interest applicable to TSRI. Disclosure documents responsive to TSRI's policies are annually submitted by covered individuals, and are reviewed by TSRI administration for pertinent relationships. Any transactions or arrangements involving covered individuals that fall within the scope of the policies are then subject to review and consideration by non-conflicted Board of Director members, with conflicted members being recused from any vote to approve or disapprove. |
| Form 990, Part VI, Section B, line 15 | The compensation of the CEO and certain other key executives was reviewed and approved by the Board of Directors. This review was based, in part, on analysis performed by the Human Resources department, and included data from outside consultants or internally-conducted research. On an ongoing basis, executives may participate in the normal annual salary increase program, which is based on a recommendation from the Human Resources department based on market research and approved by the Board of Directors. Any unusual or potentially non-qualified compensation would be reviewed by outside counsel for any tax compliance issues. |
| Form 990, Part VI, Section C, line 19 | Governing documents and Conflict of Interest Policies are not available to the public at this time. The financial statements are available on the TSRI web-site and are filed with the State of Florida by The Scripps Florida Funding Corporation. The statements are provided to bond holders through TSRI's dissemination agent. The annual information return is provided upon request. |
| Form 990, Part IX, line 11g | Purchase Services and Maintenance: Program service expenses 73,140,405. Management and general expenses 2,601,733. Fundraising expenses 364,945. Total expenses 76,107,083. |
| Form 990, Part XI, line 9: | Rounding 13. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Scripps Florida Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 Scripps Way 4B2 | AddressLine1Txt |
| City | Jupiter | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334585284 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475487399 | EIN |
| Primary Activities | Fundraising | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Scripps Research Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments