2017-08-15T13:28:26-07:00 2016-09-30 990 2015-10-01 521317896 Henry M Jackson Foundation For The Advancement of Military Medicine HENR 2406942000 6720A Rockledge Drive Suite 100 Bethesda MD 20817 Ben Bernstein Director of IC and Reporting 2406942000 2017-08-15 2015 2021-01-29 14:40:06Z Craig D Anderson 6720A Rockledge Drive Suite 100 Bethesda MD 20817 493360872 0 X www.hjf.org X 1983 MD The Henry M. Jackson Foundation for the Advancement of Military Medicine, Inc. is a private, not-for-profit organization authorized by Congress to support medical research at the Uniformed Services University of the Health Sciences and throughout the armed forces. The Foundation provides scientific and research project management support to the military medical community around the world. Grants, contracts and cooperative agreements from government and nongovernment sponsors, as well as gifts from corporate and individual contributions, fund the research projects and educational programs. 9 9 2828 0 0 0 391051310 466877838 4723990 3156568 -3321456 5576474 3025713 1899344 395479557 477510224 0 0 0 0 190741364 199842507 0 0 262566 203610348 270405576 394351712 470248083 1127845 7262141 250442743 271132935 71762483 85190534 178680260 185942401 X See Schedule O 0 0 1287126 0 0 Partnerships in Education Programs: Support Special Projects - The Foundation managed nearly 416 project education fund accounts for the purpose of fostering graduate continuing medical education by supporting visiting speakers, seminars and other special events at over 150 military facilities, research organizations and medical organizations. 4557026 0 8085268 Endowment Programs: Endowments - The foundation managed over 60 endowment funds which primarily funded medical education at the Uniformed University. 462289751 0 0 Medical Research, General/Other: Conduct/support medical research - The Foundation administered sponsored research grants, contracts and cooperative agreements to provide comprehensive support services to approximately 821 medical research and education projects. 0 0 0 468133903 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 451 0 1 2828 1 0 1 KE MZ NI SF TH TZ 0 0 0 1 1 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CT FL IL MA MD MO NC NH NJ NY OH PA SC VA WA X Ben Bernstein 2406942000 6720A Rockledge Drive Suite 100 Bethesda MD 20817 Mr Philip A Oden Director - Chairman 0.5 0 X 0 0 0 US Senator John McCain Director 0.5 0 X 0 0 0 US Senator Jack Reed Director 0.5 0 X 0 0 0 US Congressman Mac Thornberry Director 0.5 0 X 0 0 0 The Honorable Adam Smith Director 0.5 0 X 0 0 0 Richard W Thomas Director 0.5 0 X 0 0 0 John Dressendorfer Director 0.5 0 X 0 0 0 The Honorable Beverly Byron Director 0.5 0 X 0 0 0 General Gordon R Sullivan Director 0.5 0 X 0 0 0 John W Lowe President, CEO and Executive Director 41 0 X 404124 0 84011 Craig D Anderson Senior Vice Pres Finance, CFO and Treasurer 44 0 X 344344 0 84618 Stephen E Goodwin VP Operations 53 0 X 299265 0 84207 William Slade General Counsel 41 0 X 295435 0 81817 Arthur W Hapner VP Program Management Office 47 0 X 272785 0 43365 Elizabeth T Folk VP Office of Sponsored Prgms 45 0 X 267813 0 49952 Debbie-Jo Mindel-Zarnick VP Human Resources 40 0 X 274965 0 16364 William Kinner Assistant Secretary 42 0 X 194093 0 21473 Cynthia Gilman VP Ctr for Private Public Partnership 40 0 X 188660 0 53822 Jeffrey Hooke Head of Pathology 40 0 X 300201 0 56975 Merlin Robb Program Director 55 0 X 290843 0 71083 Marina Vernalis Medical Director ICHP 42 0 X 279849 0 80932 Jintanat Ananworanich Director of Technology to Commercialization 48 0 X 250686 0 45341 Carolyn Burklow Scientific Director 40 0 X 220919 0 36285 3883982 0 810245 402 0 1 0 ILLUMINA INC 5200 Illumina Way San Diego CA 92122 Subcontract Services 10256306 Makerere University PO box 16524 Kampala UG Subcontract Services 7510033 WINDBER RESEARCH INSTITUTE 600 Somerset Ave Windber PA 15963 Subcontract Services 5658505 DUKE UNIVERSITY PO BOX 602651 Charlotte NC 28260 Subcontract Services 2682530 DECISIONQ CORPORATION 3726 Connecticut Avenue NW Suite 519 Washington DC 20008 Subcontract Services 2639153 159 0 0 488590 0 461599359 4789889 0 466877838 Fees and Contracts 541700 3156568 3156568 0 0 0 0 0 0 3156568 1095095 0 0 1095095 0 0 0 0 1947533 1947533 0 0 0 0 20250578 0 15769199 0 4481379 0 4481379 4481379 0 0 33260 488590 81449 -48189 0 -48189 0 477510224 9585480 0 1046906 X 3883982 3883982 148343624 125258730 23018689 66205 47614901 39141776 8451727 21398 1791835 1791835 248185 248185 172290598 170450828 1839770 12033053 8958185 3074868 7339650 6883310 452208 4132 2562806 2230659 162333 169814 1768005 1768005 622282 117673 504609 Supplies 43515256 29413892 14100803 561 Equipment Purchase 10711125 10696811 14314 General services 3443575 2677054 766270 251 Renovations 920503 724662 195841 13158703 71580323 -58421825 205 470248083 468133903 1851614 262566 34307 99183 38561084 36858240 113929025 131183469 5782128 8082001 23188381 16963737 6856840 6224644 76986710 78941844 8292649 9743554 250442743 271132935 47662376 60482510 12229598 7226586 11870509 17481438 71762483 85190534 X 83773773 87430908 70648634 74191212 24257853 24320281 178680260 185942401 250442743 271132935 7262141 0 0 0 0 0 X 0 1 X 1 1 1 X 412994676 429225204 401884671 395298955 469658470 2109061976 0 0 0 0 412994676 429225204 401884671 395298955 469658470 2109061976 2109061976 1161136 1268841 1223607 1036823 1095095 5785502 8826429 4347420 5116256 3537319 2275280 24102704 2138950182 0.98603 0.98471 X Schedule A, Part II, Line 10 Other Income includes Grants, Management Fees, Project Income and Licensing Fee. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85201112 2664712 5469672 0 4487143 119000 88729353 87297446 6590175 -3329626 0 5231391 125492 85201112 84048868 1777466 7188561 0 5587403 130046 87297446 73032822 5129159 7644081 0 1633920 123274 84048868 65050213 673554 8655026 0 1235397 110574 73032822 0 0.27 0.73 0 0 0 0 0 0 0 0 0 0 6022610 3159580 2863030 0 17165771 13804157 3361614 0 0 0 0 6224644 0 Deferred Rent 7213286 Other Payables 10268152 17481438 X Schedule D, Part V, Line 4 The foundation's endowment funds support military medical education and research at the USUHS and other military medical institutions. Schedule D, Part X, Line 2 Under the provisions of Internal Revenue Code Section 501(c)(3) and the applicable income tax regulations of the State of Maryland, the Foundation is exempt from taxes on income other than unrelated business income. No provision for income taxes is required as of September 30, 2013 and 2012. The Foundation files information and income tax returns in the U.S. federal jurisdiction and in various states. Under ASC 740-10, Accounting for Uncertainty in Income Taxes, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely than not that the position will be sustained. Management believes it has no material uncertain tax positions nor any penalties and interest to be accrued for the years ended September 30, 2013 and 2012, and, accordingly, there is no liability for unrecognized tax benefits. The Foundation is still open to examination by taxing authorities from fiscal year 2010 forward. Sub-Saharan Africa 5 428 Program Services Program Support 60976356 East Asia and the Pacific 1 9 Program Services Program Support 8391629 6 437 69367985 1 0 1 0 0 0 Dinner 521850 488590 33260 0 0 22650 58799 0 0 0 0 521850 488590 33260 0 0 22650 58799 0 0 81449 -48189 X X 0 0 0 0 0 0 0 0 0 John W Lowe President, CEO and Executive Director 349391 0 0 0 54732 0 42000 0 42011 0 488134 0 0 0 Craig D Anderson Senior Vice Pres Finance, CFO and Treasurer 294941 0 4000 0 45403 0 42000 0 42619 0 428963 0 0 0 Stephen E Goodwin VP Operations 258768 0 0 0 40498 0 42000 0 42208 0 383474 0 0 0 William Slade General Counsel 253293 0 5000 0 37142 0 42000 0 39817 0 377252 0 0 0 Debbie-Jo Mindel-Zarnick VP Human Resources 99255 0 168005 0 7705 0 3662 0 12703 0 291330 0 0 0 Arthur W Hapner VP Program Management Office 229478 0 5000 0 38307 0 18000 0 25365 0 316150 0 0 0 Elizabeth T Folk VP Office of Sponsored Prgms 235518 0 0 0 32295 0 24000 0 25952 0 317765 0 0 0 William Kinner Assistant Secretary 191989 0 1500 0 604 0 21473 0 0 0 215566 0 0 0 Cynthia Gilman VP Ctr for Private Public Partnership 184928 0 2000 0 1732 0 24000 0 29822 0 242482 0 0 0 Jeffrey Hooke Head of Pathology 298959 0 0 0 1242 0 15226 0 41749 0 357176 0 0 0 Merlin Robb Program Director 276498 0 0 0 14346 0 42000 0 29082 0 361926 0 0 0 Marina Vernalis Medical Director ICHP 276285 0 0 0 3564 0 42000 0 38932 0 360781 0 0 0 Jintanat Ananworanich Director of Technology to Commercialization 249878 0 0 0 808 0 18000 0 27341 0 296027 0 0 0 Carolyn Burklow Scientific Director 218917 0 0 0 2002 0 24000 0 12285 0 257204 0 0 0 Form 990, Part III, Line 1 The Henry M. Jackson Foundation for the Advancement of Military Medicine, Inc. is a private, not-for-profit organization authorized by Congress to support medical research at the Uniformed Services University of the Health Sciences and throughout the armed forces. The Foundation provides scientific and research project management support to the military medical community around the world. Grants, contracts and cooperative agreements from government and nongovernment sponsors, as well as gifts from corporate and individual contributions, fund the research projects and educational programs. Form 990, Part VI, Section A, Line 7a Pursuant to the organization's governing documents, the Council of Directors shall include the Chairmen and ranking minority members of the Committees on Armed Services and of the Senate and the House of Representives or their designees from the membership of such committee and the Dean (President) of the Uniformed Services University of Health Sciences. These directors elect the remaining four directors. Form 990, Part VI, Section B, Line 11b The HJF Accounting Department completed Form 990 and it was reviewed by the Director of GL Accounting and the Director of IC and Reporting. Management then provided Form 990 to Council of Directors for review prior to submission. Form 990, Part VI, Section B, Line 12c Employees must disclose all actual and any apparent conflicts of interest. To comply with this requirement, all new employees execute a conflict of interest disclosure form as part of initial in-process. They also recertify their conflict of interest status at the conclusion of the online ethics training, which is completed by all new employees. Additionally, all employees update their conflict of interest status annually. Directors have been made aware of their obligation to report any actual or perceived conflicts. The conflict of interest updates are reviewed by the Ethics Department. When appropriate, the Ethics Department works with the employee to create a mitigation plan that addresses the perceived or actual conflict. Any needed restrictions are tailored to fit the situation and can include, for example, modification of work schedules and restricting decision making capacity. Mitigation plans are reviewed by the Ethics Officer and are signed by the employee and employee's supervisor. Form 990, Part VI, Section B, Line 15 A consulting company utilizing multiple survey sources was hired to establish the market rates for the Chief Executive Officer and Chief Financial Officer positions every year taking into account not-for-profit organizations similar in size to HJF. All other positions are priced at the time of creation, hire or promotion. The HR VP was market priced in FY 2011. General Counsel was priced in 2008. Vice President for Sponsored Programs was 2006. The VP of Operations in 2000 and VP of Public Private Partnerships in 2010. The compensation system is a market based system where by positions are market priced initially and then monitored annually based on overall market factors and surveys from industry experts. Form 990, Part VI, Section C, Line 19 The conflict of interest policy is available on HJF's website. HJF's governing documents, annual financial statements and A-133 report are available upon request. Form 990, Part IX, Line 11g Personal Services $58,681,489 Subcontracts $113,609,109 HJF Medical Research International Inc 6720A Rockledge Drive Suite 100 Bethesda MD 20817 522322791 Program Services MD 501 (c) 3 Line 7 N/A 1 HJF Medical Research International LTD 7 Usuma Street Maitama Abuja NI Health Research NI HJF 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 HJF Medical Research International Inc p 51612651 Reimbursement paid to related organizations for expenses HJF Medical Research International Inc r 14941864 Other transfers of cash or property to related organizations HJF Medical Research International Inc s 3300000 Other transfer of cash or property from related organizations HJF Medical Research International LTD p 9582203 Reimbursement paid to related organizations for expenses HJF Medical Research International LTD r 7652037 Other transfers of cash or property to related organizations The Financial Statement Audit for Tax Year ending September 30, 2016 was not completed until after May 15, 2017.