HUNTINGTON MEDICAL RESEARCH INSTITUTES: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HUNTINGTON MEDICAL RESEARCH INSTITUTES (EIN 95-1757119)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-14
- IRS object ID
- 201702269349302750
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T16:05:47-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951720829 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN WERBELOW LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N LAKE AVE SUITE 930 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911014106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951757119 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON MEDICAL RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUNT | BusinessNameControlTxt |
| Phone | 6267954343 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 NORTH EL MOLINO AVENUE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MOTHERSHEAD | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 6267954343 | PhoneNum |
| Signature | 2017-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERICH RAIL | PreparerPersonNm |
| PTIN | P00174228 | PTIN |
| Phone | 6265771440 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FRANK DAVIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 NORTH EL MOLINO AVENUE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,050,370 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HMRI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ENGAGE A PROGRAM OF BASIC AND APPLIED RESEARCH DEVOTED TO NEW AND ADVANCED STUDIES INTO THE CAUSES, NATURE, PREVENTION, AND CURE OF HUMAN DISEASES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 78 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,383,143 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,948,085 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $993,005 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $599,119 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,254,441 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,299,046 | CYInvestmentIncomeAmt |
| PY Other Revenue | $803,483 | PYOtherRevenueAmt |
| CY Other Revenue | $754,341 | CYOtherRevenueAmt |
| PY Total Revenue | $11,434,072 | PYTotalRevenueAmt |
| CY Total Revenue | $12,600,591 | 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 | $5,604,199 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,183,576 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $162,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $195,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $915,403 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,350,644 | PYOtherExpensesAmt |
| CY Other Expenses | $4,346,681 | CYOtherExpensesAmt |
| PY Total Expenses | $10,117,343 | PYTotalExpensesAmt |
| CY Total Expenses | $9,725,257 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,316,729 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,875,334 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,392,252 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,384,613 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,369,935 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,291,019 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,022,317 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $57,093,594 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CHANGING LIVES THROUGH MULTIDISCIPLINARY, PATIENT-FOCUSED RESEARCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,959,193 | ExpenseAmt |
| Revenue | $599,119 | RevenueAmt |
| Desc | HMRI'S RESEARCH PROGRAMS ARE FOCUSED ON COMMON DISEASE PROCESSES INCLUDING NEUROLOGIC (ALZHEIMER'S, MIGRAINE, TRAUMATIC BRAIN INJURY), CARDIOVASCULAR, LIVER AND GASTROINTESTINAL, DISEASES OF PREGNANCY, AND MAGNETIC RESONANCE IMAGING AND SPECTROSCOPY RESEARCH THAT SUPPORTS RESEARCH ACROSS HMRI. IN 2016 HMRI RESEARCHERS PUBLISHED 32 PAPERS IN PEER REVIEWED JOURNALS, SERVED ON SEVERAL EDITORIAL BOARDS AND SCIENCE ADVISORY BOARDS, AND PRESENTED THEIR WORK AT LOCAL AND INTERNATIONAL CONFERENCES. THE THREE MAJOR SERVICE ACCOMPLISHMENTS OF THE YEAR WERE THE ONGOING SEMINAR SERIES OPEN TO THE PUBLIC COVERING A WIDE RANGE OF TIMELY MEDICAL (CME) AND RESEARCH TOPICS; ONGOING ENROLLMENT OF ELDERLY VOLUNTEERS IN OUR NOW INSTITUTE-WIDE STUDY OF BRAIN AGING; AND LEADERSHIP FOR THE IMAGING RESEARCH PROGRAM. | Desc |
| Total Program Service Expenses | $6,959,193 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | 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 | 0 | 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 | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 78 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK DAVIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6267954343 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 NORTH EL MOLINO AVENUE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ROGER ENGEMANN CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN MOTHERSHEAD CO HMRI | |||||||||
| CHAIRMAN | 16.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ROBERT D MAY CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN D BALDESCHWIELER PHDCO HMRI | |||||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| PHILIP V SWAN CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES J FEMINO MD CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAWRENCE W JONES MD CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNN H MYERS CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN H RICHARDS PHD CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN SLAVIK HALL CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HERBERT HEZLEP CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NELSON D JONES CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT E TRANQUADA MD CO HMRI | |||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES RHODES CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE D LEAL CO HMRI | |||||||||
| VICE-CHAIRMAN | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| LARY J MIELKE CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HELEN BAATZ CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES D GAMB CO HMRI | |||||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SUSAN E KANE CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALLEN W MATHIES CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER M MENARD CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM E THOMSON CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN BABCOCK CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVE DAVIS CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KARHLEEN KANE CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAN KIMBELL CO HMRI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARIE CSETE CO HMRI | |||||||||
| CHIEF SCIENTIST/PRESIDENT | 40.00 | $296,529 | $0 | $27,471 | Yes (X) | ||||
| ROBERT KLONER | |||||||||
| DIR CARDIOVASCULAR | 40.00 | $180,000 | $0 | $14,400 | Yes (X) | ||||
| DOUGLASS MCCREERY PHD CO HMRI | |||||||||
| DIR NEURAL ENGINEERING | 40.00 | $129,029 | $0 | $6,172 | Yes (X) | ||||
| MICHAEL HARRINGTON MD CO HMRI | |||||||||
| DIR MOLECULAR NEUROLOGY | 40.00 | $132,500 | $0 | $13,300 | Yes (X) | ||||
| FRANK DAVIS | |||||||||
| BUSINESS MANAGER | 40.00 | $120,342 | $0 | $29,772 | Yes (X) | ||||
| DANIEL MALJANIAN | |||||||||
| DIR DEVELOPMENT | 40.00 | $140,447 | $0 | $25,499 | Yes (X) | ||||
| WILLIAM OPEL PHD CO HMRI | |||||||||
| FORMER PRESIDENT | 0.00 | $346,539 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,345,386 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $116,614 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DAVIS WRIGHT TREMAINE LLP | |||||
| 1201 THIRD AVE STE 2200 | SEATTLE | WA | 981013045 | LEGAL SERVICES | $191,513 |
| COMMUNITY COUNSELING SCV | |||||
| PO BOX 824885 | PHILADELPHIA | PA | 191824885 | FUNDRAISING & DEVELOPMENT | $178,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $44,614 | FundraisingAmt |
| Government Grants | $2,535,507 | GovernmentGrantsAmt |
| All Other Contributions | $2,367,964 | AllOtherContributionsAmt |
| Noncash Contributions | $33,601 | NoncashContributionsAmt |
| Total Contributions | $4,948,085 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEDICAL RESEARCH | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $599,119 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $599,119 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $599,119 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $261,590 | TotalRevenueColumnAmt |
| Exclusion | $261,590 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,624 | TotalRevenueColumnAmt |
| Exclusion | $5,624 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $259,218 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $259,218 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $259,218 | TotalRevenueColumnAmt |
| Exclusion | $259,218 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,478,563 | SecuritiesAmt |
| Other | $5,961,778 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,935,716 | SecuritiesAmt |
| Other | $467,169 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $542,847 | SecuritiesAmt |
| Other | $5,494,609 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,037,456 | TotalRevenueColumnAmt |
| Exclusion | $6,037,456 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $16,841 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $44,614 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $46,894 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,053 | TotalRevenueColumnAmt |
| Exclusion | -$30,053 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $519,552 | TotalRevenueColumnAmt |
| Exclusion | $519,552 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $519,552 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,600,591 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $599,119 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,053,387 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,000 | TotalAmt |
| Program Services | $32,500 | ProgramServicesAmt |
| Management And General | $236,250 | ManagementAndGeneralAmt |
| Fundraising | $31,250 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,323,485 | TotalAmt |
| Program Services | $2,447,600 | ProgramServicesAmt |
| Management And General | $568,074 | ManagementAndGeneralAmt |
| Fundraising | $307,811 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,361 | TotalAmt |
| Program Services | $630,895 | ProgramServicesAmt |
| Management And General | $204,764 | ManagementAndGeneralAmt |
| Fundraising | $86,702 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,369 | TotalAmt |
| Program Services | $254,016 | ProgramServicesAmt |
| Management And General | $82,444 | ManagementAndGeneralAmt |
| Fundraising | $34,909 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,361 | TotalAmt |
| Program Services | $182,191 | ProgramServicesAmt |
| Management And General | $59,132 | ManagementAndGeneralAmt |
| Fundraising | $25,038 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,216 | TotalAmt |
| Management And General | $290,216 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,948 | TotalAmt |
| Management And General | $41,948 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,000 | TotalAmt |
| Fundraising | $195,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,339 | TotalAmt |
| Management And General | $116,339 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $728,779 | TotalAmt |
| Program Services | $613,667 | ProgramServicesAmt |
| Management And General | $40,255 | ManagementAndGeneralAmt |
| Fundraising | $74,857 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,227 | TotalAmt |
| Fundraising | $19,227 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,668 | TotalAmt |
| Program Services | $159,023 | ProgramServicesAmt |
| Management And General | $66,791 | ManagementAndGeneralAmt |
| Fundraising | $21,854 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,709 | TotalAmt |
| Program Services | $395,744 | ProgramServicesAmt |
| Management And General | $44,971 | ManagementAndGeneralAmt |
| Fundraising | $8,994 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,882 | TotalAmt |
| Program Services | $30,610 | ProgramServicesAmt |
| Management And General | $2,243 | ManagementAndGeneralAmt |
| Fundraising | $14,029 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $782,951 | TotalAmt |
| Program Services | $727,675 | ProgramServicesAmt |
| Management And General | $53,507 | ManagementAndGeneralAmt |
| Fundraising | $1,769 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,565 | TotalAmt |
| Program Services | $149,217 | ProgramServicesAmt |
| Management And General | $16,957 | ManagementAndGeneralAmt |
| Fundraising | $3,391 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| RESEARCH AND OTHER SUPP | $802,555 | $763,889 | $38,666 | |
| REPAIRS, MAINTENANCE, A | $322,548 | $300,839 | $3,617 | $18,092 |
| OTHER DIRECT GRANT EXPE | $116,327 | $69,774 | $46,553 | |
| OTHER TAXES AND LICENSE | $86,783 | $76,369 | $1,736 | $8,678 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,184 | TotalAmt |
| Program Services | $125,184 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,725,257 | TotalAmt |
| Program Services | $6,959,193 | ProgramServicesAmt |
| Management And General | $1,850,661 | ManagementAndGeneralAmt |
| Fundraising | $915,403 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950 | BOYAmt |
| EOY | $950 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,086,172 | BOYAmt |
| EOY | $7,938,243 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,654,819 | BOYAmt |
| EOY | $1,092,604 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,125 | BOYAmt |
| EOY | $80,851 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,808 | BOYAmt |
| EOY | $74,783 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,998,249 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,577,340 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,207,138 | BOYAmt |
| EOY | $13,420,909 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,787,721 | BOYAmt |
| EOY | $30,851,639 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,768,725 | BOYAmt |
| EOY | $7,477,476 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,674,794 | BOYAmt |
| EOY | $2,447,158 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,392,252 | BOYAmt |
| EOY | $63,384,613 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $715,828 | BOYAmt |
| EOY | $1,246,032 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,817 | BOYAmt |
| EOY | $49,934 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,147,290 | BOYAmt |
| EOY | $4,995,053 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,369,935 | BOYAmt |
| EOY | $6,291,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,983,378 | BOYAmt |
| EOY | $43,830,166 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,552,147 | BOYAmt |
| EOY | $7,776,636 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,486,792 | BOYAmt |
| EOY | $5,486,792 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,022,317 | BOYAmt |
| EOY | $57,093,594 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,392,252 | BOYAmt |
| EOY | $63,384,613 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,875,334 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,037,382 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $158,561 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,315,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,051,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,169,872 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,383,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,948,085 | CurrentTaxYearAmt |
| Total | $29,867,281 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,315,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,051,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,169,872 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,383,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,948,085 | CurrentTaxYearAmt |
| Total | $29,867,281 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,815,795 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,051,486 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $936,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $890,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $914,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,246,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,045,984 | CurrentTaxYearAmt |
| Total | $5,034,128 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $643,979 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $657,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $833,328 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $993,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $599,119 | CurrentTaxYearAmt |
| Total | $3,726,475 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,627,884 | TotalSupportAmt |
| Public Support CY170 | 0.67440 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,610,622 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,930,978 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,481,510 | OtherExpendituresAmt |
| End Year Balance | $38,060,090 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,793,555 | BeginningYearBalanceAmt |
| Contributions | $2,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,472,571 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,710,362 | OtherExpendituresAmt |
| End Year Balance | $39,610,622 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,904,694 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,409,850 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,520,989 | OtherExpendituresAmt |
| End Year Balance | $41,793,555 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,013,019 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,565,133 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,673,458 | OtherExpendituresAmt |
| End Year Balance | $40,904,694 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,494,659 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,293,262 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,774,902 | OtherExpendituresAmt |
| End Year Balance | $39,013,019 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.78060 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12460 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09480 | TermEndowmentBalanceEOYPct |
| 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 | $2,506,062 | OtherCostOrOtherBasisAmt |
| Book Value | $2,506,062 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,244,032 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,995,383 | DepreciationAmt |
| Book Value | $9,248,649 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,248,155 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,581,957 | DepreciationAmt |
| Book Value | $1,666,198 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,420,909 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OFFSHORE FUNDS | $3,044,079 | F |
| LIMITED PARTNERSHIPS | $4,433,397 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,477,476 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $23,235 |
| ACCRUED PENSION COST | $4,971,818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,995,053 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,515,402 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,037,382 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $240,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$2,261 | OtherRevenueAmt |
| Revenue Not Reported | $1,275,121 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,240,281 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $116,339 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,756,029 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,639,690 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,600,591 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,848,919 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $240,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $240,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,608,919 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $116,339 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$1 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $116,338 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,725,257 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT CONSISTS OF THREE TYPES OF FUNDS: (1) UNRESTRICTED FUNDS ARE FOR UNRESTRICTED USE AT HMRI'S DISCRETION, CURRENTLY SPENDING FROM SUCH FUNDS SUPPORT OPERATIONS. (2) PERMANENT ENDOWMENT FUNDS WERE DONATED WITH INSTRUCTIONS FOR THE CORPUS TO REMAIN INTACT AND INCOME EARNED FROM APPRECIATION IS AVAILABLE FOR CERTAIN OPERATIONAL USES. (3) THE INCOME FROM THE PERMANENT ENDOWMENT FUNDS ARE REPRESENTED AS TEMPORARILY RESTRICTED UNTIL APPROPRAITED FOR EXPENDITURE BY THE ORGANIZATION. |
| PART X, LINE 2: | HMRI CONSIDERS MANY FACTORS WHEN EVALUATING AND ESTIMATING ITS TAX POSITIONS AND TAX BENEFITS, WHICH MAY REQUIRE PERIODIC ADJUSTMENTS AND WHICH MAY NOT ACCURATELY ANTICIPATE ACTUAL OUTCOMES. HMRI EVALUATES ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE STANDARDS SET FORTH UNDER U.S. GAAP. THESE STANDARDS REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, BY HMRI AND TO RECOGNIZE A TAX LIABILITY (OR ASSET) IF HMRI HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAX AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY HMRI, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2015, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EXAMPLES OF TAX POSITIONS TAKEN INCLUDE THE TAX-EXEMPT STATUS OF HMRI AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. SINCE MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT HMRI'S TAX RETURNS WILL NOT BE CHALLENGED BY THE TAX AUTHORITIES AND THAT HMRI WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGE. GENERALLY, HMRI'S TAX RETURNS REMAIN OPEN FOR THREE YEARS FOR FEDERAL TAX EXAMINATION AND FOUR YEARS FOR STATE TAX EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHARITABLE REMAINDER UNITRUST LOSS -2,261. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET INVESTMENT RETURN NOT DESIGNATED FOR CURRENT OPERATIONS -1,756,028. ROUNDING -1. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING -1. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY COUNSELING SERVICE CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MONTGOMERY STREET STE 2270 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULT ON CAP CAMPAIGN, IDENTIFY AND PRESENT TO DONORS, DEV | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,818,731 | GrossReceiptsAmt |
| Retained By Contractor | $195,000 | RetainedByContractorAmt |
| Net To Organization | $1,623,731 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,818,731 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $195,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,623,731 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LYNN SMITH FOUNDERS CLASSIC | Event1Nm |
| Gross Receipts Event1 | $61,455 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $44,614 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,841 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $31,600 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $15,294 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $61,455 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $44,614 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,841 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $31,600 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,294 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $46,894 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$30,053 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARIE CSETE CO HMRI | ||||||||||||||
| CHIEF SCIENTIST/PRESIDENT | $296,529 | $0 | $0 | $0 | $0 | $0 | $24,000 | $0 | $3,471 | $0 | $324,000 | $0 | $0 | $0 |
| ROBERT KLONER | ||||||||||||||
| DIR CARDIOVASCULAR | $180,000 | $0 | $0 | $0 | $0 | $0 | $14,400 | $0 | $0 | $0 | $194,400 | $0 | $0 | $0 |
| FRANK DAVIS | ||||||||||||||
| BUSINESS MANAGER | $120,342 | $0 | $0 | $0 | $0 | $0 | $21,906 | $0 | $7,866 | $0 | $150,114 | $0 | $0 | $0 |
| DANIEL MALJANIAN | ||||||||||||||
| DIR DEVELOPMENT | $140,447 | $0 | $0 | $0 | $0 | $0 | $17,625 | $0 | $7,874 | $0 | $165,946 | $0 | $0 | $0 |
| WILLIAM OPEL PHD CO HMRI | ||||||||||||||
| FORMER PRESIDENT | $346,539 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $346,539 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | WILLIAM OPEL, PHD., FORMER PRESIDENT, RESIGNED IN 2014 AND RECEIVED SEVERANCE PAY: $346,539 DURING 2015. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES COFFEE ROASTERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BUSINESS ENTITY OWNED BY BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $100,465 | TransactionAmt |
| Transaction | JONES COFFEE ROASTERS LEASES APPROXIMATELY 4,500 SQUARE FEET FROM HMRI AS RETAIL SPACE. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $33,601 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HIGH LOW MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MITCHELL HOWE AND LYNN MYERS - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY OF THE FORM 990 IS DISTRIBUTED TO THE GOVERNING BODY FOR REVIEW. AN IN-DEPTH REVIEW OF THE FORM 990 IS DONE BY THE BUSINESS MANAGER AND PRESIDENT IN DRAFT FORM. ANY QUESTIONS ARE ADDRESSED PRIOR TO BEING FINALIZED. |
| FORM 990, PART VI, SECTION B, LINE 12C | A RELATED PARTY QUESTIONNAIRE IS SENT OUT TO ALL BOARD MEMBERS AS PART OF THE ANNUAL AUDIT TO DISCLOSE ANY CIRCUMSTANCES THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15B | BASED ON COMPARISONS OF SALARIES AT SIMILAR ORGANIZATIONS AND COST OF LIVING SINCE LAST INCREASE. DOCUMENTED BY BOARD COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL CONFLICT OF INTEREST POLICY (FCOI) IS ON THE WEBSITE, THE OTHERS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | EFFECT OF ADOPTION OF RECOGNITION AND MEASUREMENT DATE PROVISIONS FASB 158 160,822. CHANGE IN VALUE OF CHARITABLE REMAINDER UNITRUST -2,261. |
| FORM 990 PART XII LINE 2C | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. |
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