2017-02-10T13:24:57-06:00 2016-09-30 930623286 ALDRICH CPAS AND ADVISORS LLP 312 S JUNIPER STREET SUITE 100 ESCONDIDO CA 92025 990 2015-10-01 330189397 VETERANS MEDICAL RESEARCH FOUNDATION OF SAN DIEGO VETE 8586423070 3350 LA JOLLA VILLAGE DR BLDG 13 SAN DIEGO CA 92161 MARIA SITTMANN EXECUTIVE DIRECTOR/CEO 8586423375 2017-02-07 1 ELSA A ROMERO P00485021 7607461560 2015 2021-01-29 14:40:06Z MARIA SITTMANN 3350 LA JOLLA VILLAGE DR BLDG 13 SAN DIEGO CA 92161 19973914 0 X WWW.VMRF.ORG X 1989 CA TO ENHANCE THE HEALTH OF VETERANS OF ALL GENERATIONS THROUGH RESEARCH AND EDUCATION. 14 13 238 13 0 0 16690488 15134591 4847699 4822249 8660 17074 0 0 21546847 19973914 0 0 0 0 12358283 13277375 0 0 0 8550502 6312511 20908785 19589886 638062 384028 8981500 8707968 4533907 3876347 4447593 4831621 X HONORING MILITARY SERVICE WITH SCIENCE; OUR BENCH-TO-BEDSIDE APPROACH HAS LED TO BREAKTHROUGHS IN AREAS SUCH AS SHINGLES PREVENTION, HEART DISEASE, METABOLIC DISEASES AND GROUND BREAKING WORK ON POST-TRAUMATIC STRESS DISORDER. 0 0 3919650 DR. HAMMOND - DISCOVERY AND DEVELOPMENT OF THERAPEUTIC GENES FOR CHF.THE PURPOSE OF THIS PROGRAM, "DISCOVERY & DEVELOPMENT OF THERAPEUTIC GENES FOR CHF" IS TO ENABLE A NUMBER OF SCIENTISTS AT VMRF AND UCSD TO MAINTAIN AN EFFICIENT, INTERACTIVE AND MUTUALLY REINFORCING PROGRAM OF BASIC AND TRANSLATIONAL RESEARCH TO PROMOTE THE DISCOVERY AND DEVELOPMENT OF THERAPEUTIC GENES FOR CONGESTIVE HEART FAILURE (CHF) AND OTHER CARDIOVASCULAR DISEASES. THE PROGRAM WILL FACILITATE THE TRANSITION FROM DISCOVERY TO CLINICAL APPLICATION OF NEW THERAPEUTIC GENES. THIS MODEL COMBINES DISCOVERY RESEARCH WITH PRACTICAL "STREET-SMART" PRECLINICAL DEVELOPMENT. SUCCESSFULLY ATTAINING OUR GOALS WILL REQUIRE SEPARATE BUT HIGHLY INTEGRATED PROJECTS THAT CONTAIN THE PROPER PROPORTIONS OF DISCOVERY RESEARCH AND FOCUSED PRECLINICAL DEVELOPMENT, AN ACCOMPLISHED TRANSLATIONAL PHYSIOLOGY CORE, AND AN INTERACTIVE GROUP OF VMRF AND UCSD PHYSICIAN-SCIENTISTS IN AN IDEAL ENVIRONMENT. 727932 DR. MORLAND - IN-HOME EXPOSURE THERAPY FOR VETERANS WITH PTSD.EXPOSURE TO COMBAT AND OTHER TRAUMATIC EVENTS RESULTS IN A VARIETY OF NEGATIVE PHYSICAL AND MENTAL HEALTH OUTCOMES, INCLUDING POSTTRAUMATIC STRESS DISORDER (PTSD). PTSD IMPACTS VETERANS, VETERANS' FAMILIES, AND SOCIETY MORE GLOBALLY. EFFICACIOUS EXPOSURE THERAPIES, SUCH AS PROLONGED EXPOSURE THERAPY (PE), HAVE BEEN DEVELOPED TO REDUCE THE SEVERITY OF PTSD SYMPTOMS. HOWEVER, RESEARCH INDICATES THAT THESE INTERVENTIONS ARE UNDERUTILIZED DUE TO ISSUES SUCH AS STIGMA AND TRANSPORTATION DIFFICULTIES. EVEN WHEN TREATMENT IS INITIATED, THE RATES OF PREMATURE DROPOUT ARE HIGH. TELEHEALTH (USING ELECTRONIC COMMUNICATIONS TECHNOLOGY TO PROVIDE CARE FROM A DISTANCE) AND HOME-BASED CARE OFFER COMPELLING ALTERNATIVES TO TRADITIONAL OFFICE-BASED CARE. HOME-BASED CARE, IN PARTICULAR, OFFERS THE ADVANTAGE OF TREATING VETERANS WITHIN THEIR TYPICAL ENVIRONMENT. THIS ALLOWS THERAPISTS TO OBSERVE FACTORS THAT MAY BE CRITICAL TO THE SUCCESS OF EXPOSURE THERAPIES (E.G., HOW BEST TO APPROACH FEARED SITUATIONS IN OR NEAR THE HOME) WHILE HELPING VETERANS GENERALIZE THE SKILLS HE OR SHE HAS LEARNED IN TREATMENT. 480705 DR. GUATELLI - HIV-1 VPU AND BST-2/CD317.THE RELATIONSHIP BETWEEN THE HIV-1 PROTEIN VPU AND THE CELLULAR PROTEIN BST2 TYPIFIES HOW THE STUDY OF VIRAL ACCESSORY PROTEINS HAS REVEALED UNRECOGNIZED ASPECTS OF THE HOST IMMUNE DEFENSE. BST2 IS A HOST PROTEIN THAT RESTRICTS THE RELEASE OF NEWLY FORMED HIV-1 VIRUS PARTICLES FROM INFECTED CELLS; IT SERVES AS A SENSOR OF VIRUS-INFECTION THROUGH ITS ABILITY TO INDUCE THE CELLULAR TRANSCRIPTIONAL RESPONSE; AND IT MAY WELL FACILITATE ASPECTS OF THE ADAPTIVE IMMUNE RESPONSE. BY ELUCIDATING THE MECHANISMS OF BST2'S ACTIVITIES AND THEIR ANTAGONISM BY VPU, AND BY DETERMINING WHETHER THE ACTIVITY OF VPU AS AN ANTAGONIST OF BST2 IS OPTIMIZED DURING HIV TRANSMISSION.WE EXPECT TO SUPPORT OR REJECT THE NOTION THAT ANTAGONISM OF BST2 IS AN IMPORTANT ASPECT OF HIV-1'S ABILITY TO ESCAPE IMMUNE DEFENSES AND ESTABLISH PERSISTENT INFECTION. 9805815 5192471 VETERANS MEDICAL RESEARCH FOUNDATION OF SAN DIEGO, WHERE WE HONOR SERVICE WITH SCIENCE, IS THE REGION'S ONLY MEDICAL RESEARCH INSTITUTE DEDICATED TO VETERANS. WE FACILITATE WORLD-CLASS RESEARCH AT THE VA SAN DIEGO HEALTHCARE SYSTEM THAT PROVIDES IMPROVEMENTS FOR VETERANS' HEALTHCARE. WHILE FOCUSED ON VETERANS, OUR MEDICAL ADVANCES EXTEND TO THE ENTIRE POPULATION AND RAISE THE STANDARD OF CARE FOR EVERYONE.IN OCTOBER 2015 VMRF PARTNERED WITH VA SOUTHERN NEVADA HEALTHCARE SYSTEM TO ADMINISTER VA RESEARCH UNDER TITLE 28 UNDER THE U.S.C. 7361 THROUGH 7366, WHICH GOVERNS THE NONPROFIT RESEARCH CORPORATIONS. 9805815 5192471 14934102 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 82 0 1 238 1 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X RON LARSON CFO 8586423069 3350 LA JOLLA VILLAGE DRIVE BLDG 13 SAN DIEGO CA 92161 PHILLIP L JELSMA CHAIRMAN 4.00 X X 20000 0 0 ELAINE MUCHMORE MD VICE PRESIDENT 1.00 X X 0 0 0 KATHLEEN KIM MD MPH DIRECTOR 1.00 X 0 0 0 JACQUELINE PARTHEMORE MD DIRECTOR 1.00 X 0 0 0 PEGGY KEARNS DIRECTOR 1.00 X 0 0 0 ERIC WILSON DIRECTOR 1.00 X 0 0 0 ROBIN SAMIT DIRECTOR 1.00 X 0 0 0 KIRK JORGENSEN DIRECTOR 1.00 X 0 0 0 ROBERT B HALDER MD DIRECTOR 1.00 X 0 0 0 BARBARA NOERENBERG DIRECTOR 1.00 X 0 0 0 GERHARD SCHULTEIS PHD DIRECTOR 1.00 X 0 0 0 ROBERT SMITH MD DIRECTOR 1.00 X 0 0 0 KIRK PETERSON MD DIRECTOR 1.00 X 0 0 0 PETER HEKMAN DIRECTOR 1.00 X 0 0 0 MARIA SITTMANN EXECUTIVE DIRECTOR/CEO 40.00 X 233244 0 44368 RONALD LARSON CFO 40.00 X 141074 0 2176 RUTH HARBECKE RESEARCH ASSOCIATE 40.00 X 125313 0 37049 ALMA MUNOZ CANETE CONTRACTS & GRANTS DIRECTOR 40.00 X 115923 0 29136 CHLOE TUNZE RESEARCH ASSOCIATE 40.00 X 119026 0 4776 MARI BRAY VMU DIRECTOR 40.00 X 102515 0 13447 857095 0 130952 6 0 1 0 REGENTS OF THE UNIVERSITY OF CALIFORNIA 9500 GILMAN DRIVE LA JOLLA CA 92093 RESEARCH SERVICES 157914 1 14307073 827518 15134591 CLINICAL RESEARCH REVENUE 541700 2502482 2502482 RECHARGE INCOME 541700 1951420 1951420 GRANT REVENUE 541700 349562 349562 OTHER REVENUE 541700 18785 18785 4822249 17074 17074 19973914 4822249 0 17074 X 423249 423249 11211753 9084981 2126772 356568 261720 94848 695333 474354 220979 590472 402112 188360 687298 211189 476109 57230 26810 30420 53810 53810 1660 1660 2340395 2064544 275851 3713 3713 1842667 1750088 92579 220128 95499 124629 37985 3606 34379 98412 90617 7795 51513 51513 144364 97352 47012 169300 37613 131687 252879 252879 SALES TAX 143447 132416 11031 OTHER EXPENSES 142939 87699 55240 POSTAGE AND FREIGHT 64771 58276 6495 19589886 14934102 4655784 0 710682 715545 4067000 3574000 785500 1073730 2126097 2277786 4822 0 298112 209518 7483561 6626172 989287 857389 8981500 8707968 1923321 1889997 2610586 1986350 4533907 3876347 X 4019830 4431976 427763 399645 4447593 4831621 8981500 8707968 384028 0 X 0 1 X 1 1 1 X 19514700 20252925 16879741 16690488 15134591 88472445 19514700 20252925 16879741 16690488 15134591 88472445 88472445 5914 7200 8980 8660 17074 47828 88520273 25900248 0.99950 0.99950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1660 1660 0 PART II-B, LINE 1: VMRF IS A MEMBER OF NAVREF (NATIONAL ASSOCIATION OF VETERAN RESEARCH & EDUCATION FOUNDATIONS), AIRI (ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES) AND CALIFORNIA CHAMBER OF COMMERCE AND A SMALL PORTION OF THE MEMBERSHIP AMOUNT IS ATTRIBUTED TO LOBBYING. 5747970 5042775 705195 1735591 1583397 152194 857389 X 19973914 0 19973914 0 19973914 19589886 0 19589886 0 19589886 PART X, LINE 2: THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED SEPTEMBER 30, 2016. X X X X X 0 0 0 0 0 0 0 0 0 MARIA SITTMANN EXECUTIVE DIRECTOR/CEO 233244 0 0 0 0 0 24000 0 20368 0 277612 0 0 0 RUTH HARBECKE RESEARCH ASSOCIATE 125313 0 0 0 0 0 13174 0 23875 0 162362 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE VETERANS MEDICAL RESEARCH FOUNDATION BOARD OF DIRECTORS INCLUDES FOUR (4) MANDATORY BOARD MEMBERS REPRESENTING THE VA SAN DIEGO HEALTHCARE SYSTEM (VASDHS) AND ONE BOARD MEMBER REPRESENTING VA SOUTHERN NEVADA HEALTHCARE SYSTEM (VASNHS). THESE MEMBERS ARE THE VASDHS DIRECTOR, CHIEF OF STAFF, ASSOCIATE CHIEF OF STAFF FOR RESEARCH AND DEVELOPMENT, THE ASSOCIATE CHIEF OF STAFF FOR EDUCATION, AND THE VASNHS DIRECTOR. ALL OF THESE VAS LEADERS ARE ULTIMATELY HIRED AND APPROVED BY THE DEPARTMENT OF VETERANS AFFAIRS VETERANS HEALTH ADMINISTRATION. FORM 990, PART VI, SECTION A, LINE 7B THE VETERANS MEDICAL RESEARCH FOUNDATION'S BOARD MEMBERS MUST BE SPECIFICALLY APPROVED BY THE DIRECTOR OF VASDHS. THE DIRECTOR OF THE VASDHS IS A VOTING MEMBER OF THE VMRF BOARD OF DIRECTORS AND HAS THE SAME VOTING RIGHTS AS ALL OTHER VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 AFTER INTERNAL REVIEW BY THE EXECUTIVE DIRECTOR, CFO, AND THE ACCOUNTING DIRECTOR, THE AUDITORS REVIEW THE 990 WITH THE AUDIT COMMITTEE. THE 990 IS THEN DISTRIBUTED TO THE BOARD PRIOR TO FINAL APPROVAL BY THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS AND EXECUTIVE OFFICERS ARE REQUIRED TO COMPLETE AND SIGN A COI DISCLOSURE QUESTIONNAIRE (INCLUDING DISCLOSURE PERTAINING TO SPOUSE OR DEPENDENT CHILDREN) AND TO SIGN A VMRF COI AFFIRMATION OF COMPLIANCE STATEMENT. VMRF'S POLICY ON COI INCLUDES DISCLOSURE REQUIREMENTS, PROCEDURES FOR REVIEW OF POTENTIAL CONFLICTS AND ADDRESSING CONFLICTS OF INTERESTS, AS WELL AS PROVISIONS ON WHAT DISCIPLINARY ACTIONS TO TAKE IN CASE OF VIOLATIONS OF THE BOARD APPROVED COI POLICY. INTERESTED PARTIES WITH A POTENTIAL COI RE: PROPOSED ACTION, POLICY, OR TRANSACTION OF VMRF SHALL NOT PARTICIPATE IN ANY WAY OR BE PRESENT DURING THE DELIBERATION AND DECISION-MAKING FOR SUCH ACTION. ALL ANNUAL BOARD AND KEY EMPLOYEE DISCLOSURE FORMS ARE REVIEWED BY THE EXECUTIVE DIRECTOR. IF THERE ARE CONFLICTS, THEY WILL BE MANAGED AS PER POLICY. THE EXECUTIVE DIRECTOR'S DISCLOSURE IS REVIEWED BY THE BOARD CHAIRMAN AND IF RESEARCH RELATED, BY THE INSTITUTIONAL INDEPENDENT REVIEW BOARD. FORM 990, PART VI, SECTION B, LINE 15 SALARIES OF EXECUTIVE OFFICERS WERE REVIEWED AND RECOMMENDED FOR BOARD APPROVAL BY THE COMPENSATION COMMITTEE. SALARY REVIEWS INCORPORATE PERFORMANCE REVIEW RESULTS AND JOB SPECIFIC COMPARISON SALARY DATA FROM LIKE ORGANIZATIONS, AS WELL AS TWO NATIONAL SALARY SURVEYS. THE TO-BE-EVALUATED PERSON DOES NOT PARTICIPATE IN THE SALARY DISCUSSION OR DECISION MAKING PROCESS AND IS EXCUSED FROM THAT PART OF THE MEETING(S). THE BOARD CHAIRMAN IS THE ONLY PAID BOARD MEMBER AND THE CHAIRMAN'S HONORARIUM WAS BOARD APPROVED. FORM 990, PART VI, SECTION C, LINE 18 IT IS NOTED ON THE WEBSITE THAT THESE DOCUMENTS ARE AVAILABLE UPON REQUEST BY CONTACTING THE VMRF CFO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE A133 AUDITED FINANCIALS AVAILABLE ONLY IF REQUIRED BY A GRANTOR. FORM 990, PART IX, LINE 11G SUBCONTRACTOR EXPENSES: PROGRAM SERVICE EXPENSES 2,064,544. MANAGEMENT AND GENERAL EXPENSES 275,851. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,340,395.