TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION (EIN 33-1092191)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-08
- IRS object ID
- 201643139349302624
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-08T18:07:41-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH CENTRAL AVENUE STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331092191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KEVIN GROFF | InCareOfNm |
| Business Name Control | TRAN | BusinessNameControlTxt |
| Phone | 6023438411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET Suite 600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BASSOFF | PersonNm |
| Person Title | PRESIDENT, TGEN FDN | PersonTitleTxt |
| Phone | 6023438478 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA GRIESEMER | PreparerPersonNm |
| PTIN | P00264669 | PTIN |
| Phone | 6023223000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL BASSOFF | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,118,406 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.helptgen.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | BIOGENOMIC MEDICAL RESEARCH FUNDRAISING FOR THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (TGEN). | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,561,515 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,117,401 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,004 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,005 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $13,562,519 | PYTotalRevenueAmt |
| CY Total Revenue | $9,118,406 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,427,718 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,881,065 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $937,442 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $780,788 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,178,368 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $744,944 | PYOtherExpensesAmt |
| CY Other Expenses | $765,144 | CYOtherExpensesAmt |
| PY Total Expenses | $6,110,104 | PYTotalExpensesAmt |
| CY Total Expenses | $8,426,997 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,452,415 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $691,409 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,642,528 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,669,414 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,943,600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,279,170 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,698,928 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,390,244 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BIOGENOMIC MEDICAL RESEARCH FUNDRAISING FOR THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (TGEN). | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,881,065 | ExpenseAmt |
| Grant | $6,881,065 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $6,881,065 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN GROFF | PersonNm |
| Phone | 6023438478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET SUITE 600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Michael Bassoff | |||||||||
| President, TGen Foundation | 24.0 | 16.0 | Yes (X) | Yes (X) | $0 | $484,032 | $21,077 | ||
| BENNETT DORRANCE | |||||||||
| Board Member/Chairman | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD J LEHMANN | |||||||||
| Board Member/Treasurer | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEN KENDRICK | |||||||||
| BOARD MEMBER/SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Teresa Burleson | |||||||||
| BOARD MBR/ASST SEC/ASST treaS | 1.0 | 39.0 | Yes (X) | Yes (X) | $0 | $547,980 | $55,384 | ||
| Karl Eller | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Phil Francis | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Diane Halle | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Carrie Hulburd | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MIKE INGRAM | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Catherine Ivy | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| F FRANCIS NAJAFI | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J POST | |||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| J Danforth Quayle | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Troy Richards | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ray Thurston | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey M Trent PhD | |||||||||
| Board Member | 1.0 | 39.0 | Yes (X) | $0 | $999,967 | $220,796 | |||
| Howard Young | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Erin Massey | |||||||||
| Vice President | 40.0 | 0.0 | $0 | $133,294 | $8,958 | Yes (X) | |||
| CHARLES K COLESON | |||||||||
| CHIEF FINANCIAL OFFICER | 1.0 | 29.0 | $0 | $157,822 | $1,974 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,323,095 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $308,189 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRANSLATIONAL GENOMICS RESEARCH INS | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5th Street Suite 600 | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT SERVICES | ServicesDesc |
| Compensation | $108,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| All Other Contributions | $9,117,401 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $9,117,401 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,005 | TotalRevenueColumnAmt |
| Exclusion | $1,005 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,118,406 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,005 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,881,065 | TotalAmt |
| Program Services | $6,881,065 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,109 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $50,511 | ManagementAndGeneralAmt |
| Fundraising | $454,598 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,679 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $89,548 | ManagementAndGeneralAmt |
| Fundraising | $186,131 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $104 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,640 | TotalAmt |
| Management And General | $130,640 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,634 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $14,363 | ManagementAndGeneralAmt |
| Fundraising | $129,271 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,510 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $18,951 | ManagementAndGeneralAmt |
| Fundraising | $170,559 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,632 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $7,163 | ManagementAndGeneralAmt |
| Fundraising | $64,469 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,822 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,482 | ManagementAndGeneralAmt |
| Fundraising | $31,340 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,778 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $15,778 | ManagementAndGeneralAmt |
| Fundraising | $142,000 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $36,691 | $0 | $36,691 | $0 |
| ALL OTHER EXPENSES | $333 | $0 | $333 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,426,997 | TotalAmt |
| Program Services | $6,881,065 | ProgramServicesAmt |
| Management And General | $367,564 | ManagementAndGeneralAmt |
| Fundraising | $1,178,368 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,922 | BOYAmt |
| EOY | $163,967 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,722,866 | BOYAmt |
| EOY | $13,528,527 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,871,204 | BOYAmt |
| EOY | $9,965,268 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,049 | BOYAmt |
| EOY | $5,165 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,487 | BOYAmt |
| EOY | $6,487 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,642,528 | BOYAmt |
| EOY | $23,669,414 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,943,600 | BOYAmt |
| EOY | $6,279,170 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,943,600 | BOYAmt |
| EOY | $6,279,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,589,898 | BOYAmt |
| EOY | -$4,439,389 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,226,733 | BOYAmt |
| EOY | $21,767,540 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,093 | BOYAmt |
| EOY | $62,093 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,698,928 | BOYAmt |
| EOY | $17,390,244 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,642,528 | BOYAmt |
| EOY | $23,669,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $691,409 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$93 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $5,860,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $488,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,174,321 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,561,515 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,117,401 | CurrentTaxYearAmt |
| Total | $41,202,567 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,860,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $488,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,174,321 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,561,515 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,117,401 | CurrentTaxYearAmt |
| Total | $41,202,567 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,404,446 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,798,121 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,005 | CurrentTaxYearAmt |
| Total | $25,575 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,228,142 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $469 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79553 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79857 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS INCLUDED IN PART II, COLUMN(B) ARE FOR A SHORT PERIOD, 12/01/2012 - 12/31/2012. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,093 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,353 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,353 | OtherExpendituresAmt |
| End Year Balance | $62,093 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,093 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,500 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,500 | OtherExpendituresAmt |
| End Year Balance | $62,093 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,093 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,353 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,353 | OtherExpendituresAmt |
| End Year Balance | $62,093 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,093 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $566 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $566 | OtherExpendituresAmt |
| End Year Balance | $62,093 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,093 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,787 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,787 | OtherExpendituresAmt |
| End Year Balance | $62,093 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | TGEN FOUNDATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (1) THE ORIGINAL VALUE OF THE GIFT DONATED TO THE PERMANENT ENDOWMENT, (2) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS DONATED TO THE PERMANENT ENDOWMENT, AND (3) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT. TGEN FOUNDATION HAS A RESTRICTED ASSET WHICH ALLOWS THEM TO USE ANY INVESTMENT INCOME FOR OPERATING EXPENSES. |
| SCHEDULE D, PART X, LINE 2 | MANAGEMENT IS OF THE OPINION THAT SUBSTANTIALLY ALL OF TGEN'S AND THE FOUNDATION'S ACTIVITIES ARE RELATED TO THEIR EXEMPT PURPOSES, AND NO MATERIAL UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED OR RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS AT DECEMBER 31, 2015 OR 2014. TGEN AND THE FOUNDATION FILE FORMS 990 IN THE U.S. FEDERAL JURISDICTION AND COMPARABLE FORMS IN THE STATE OF ARIZONA. TAX FILINGS FOR 2012 THROUGH 2015 ARE SUBJECT TO EXAMINATION; HOWEVER, THE INSTITUTE HAS NOT BEEN NOTIFIED OF ANY SUCH EXAMINATIONS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSLATIONAL GENOMICS RESEARCH INSTITUTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH ST SUITE 600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 753065445 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $6,881,065 | CashGrantAmt |
| Purpose Of Grant | FUNDRAISING FOR TGEN | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS ORGANIZED EXCLUSIVELY TO BENEFIT TGEN, A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION, BY SUPPORTING TGEN'S FUNDRAISING AND DEVELOPMENT FUNCTIONS. THE FOUNDATION RELIES UPON THE GOVERNANCE PRACTICES OF TGEN TO MONITOR USE OF GRANT FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael Bassoff | ||||||||||||||
| President, TGen Foundation | $0 | $465,336 | $0 | $0 | $0 | $18,696 | $0 | $10,600 | $0 | $10,477 | $0 | $505,109 | $0 | $0 |
| Teresa Burleson | ||||||||||||||
| BOARD MBR/ASST SEC/ASST treaS | $0 | $430,331 | $0 | $116,667 | $0 | $982 | $0 | $48,100 | $0 | $7,284 | $0 | $603,364 | $0 | $100,000 |
| Jeffrey M Trent PhD | ||||||||||||||
| Board Member | $0 | $965,834 | $0 | $0 | $0 | $34,133 | $0 | $210,600 | $0 | $10,196 | $0 | $1,220,763 | $0 | $0 |
| CHARLES K COLESON | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $141,107 | $0 | $15,000 | $0 | $1,715 | $0 | $1,924 | $0 | $50 | $0 | $159,796 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | FIRST CLASS TRAVEL IS PERMITTED BY EXECUTIVE STAFF ONLY AND MUST, PER TGEN POLICY, BE PRE-APPROVED BY THE CHIEF OPERATING OFFICER. THESE EXPENSES WERE NOT CONSIDERED AS TAXABLE COMPENSATION TO THE RECIPIENT SINCE THEY WERE REIMBURSEMENTS FOR BUSINESS USE UNDER AN ACCOUNTABLE PLAN. TGEN, A RELATED TAX-EXEMPT ORGANIZATION, PROVIDES THIS BENEFIT. |
| SCHEDULE J, PART I, LINE 3 | TGEN FOUNDATION DOES NOT DETERMINE OR PAY ANY COMPENSATION OR BENEFITS. ALL COMPENSATION AND BENEFITS ARE DETERMINED AND PAID BY TGEN, A RELATED TAX-EXEMPT ORGANIZATION. |
| SCHEDULE J, PART I, LINE 7 | SOME OF THE PERSONS LISTED IN FORM 990, PART VII, WERE PAID BONUSES WHICH WERE BASED ON ACCOMPLISHMENTS OF SPECIFIC MILESTONES AND/OR PERFORMANCE BASES, AS APPROVED BY THE TGEN BOARD OF DIRECTORS. |
| SCHEDULE J, PART II | DEFERRED COMPENSATION INCLUDES RETENTION AGREEMENTS FOR DR. JEFFREY TRENT AND TERESA BURLESON. DR. TRENT IS ELIGIBLE TO RECEIVE $400,000 ON 03/12/2017 AND TERESA BURLESON IS ELIGIBLE TO RECEIVE $250,000 ON 03/31/2020 PAYABLE BY TGEN. AMOUNTS ACCRUED BY TGEN DURING CALENDAR YEAR 2015 UNDER THESE AGREEMENTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION AS FOLLOWS: JEFFERY M. TRENT, PH.D. $200,000 TERESA BURLESON $37,500 TERESA BURLESON RECEIVED $116,667 FROM A RETENTION AGREEMENT IN WHICH SHE VESTED 3/31/2015. |
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Supplemental Information Detail SupplementalInformationDetail (19 entries)
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| FORM 990, PART III, LINE 4A | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION RAISES FUNDS FOR THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE ("TGEN"). THE PROGRAM SERVICE ACCOMPLISHMENTS OF TGEN ARE LISTED BELOW: |
| INTRODUCTION | TGEN CONTINUES TO BE AT THE FOREFRONT OF SCIENTIFIC INNOVATION AND DISCOVERY, USING OUR TECHNOLOGICAL EXPERTISE TO PROVIDE PATIENTS AND THEIR PHYSICIANS WITH THE BEST POSSIBLE INFORMATION TO HELP DIAGNOSE AND TREAT DISEASE. IN 2015, EARLY DETECTION OF DISEASE WAS A MAIN FOCUS OF TGEN INITIATIVES. WE MADE SIGNIFICANT PROGRESS IN THIS AREA OF RESEARCH BY NEARLY ALL MEASURES. ESPECIALLY NOTABLE IS A STUDY THAT ALIGNS OUR MASTERY OF GENE SEQUENCING WITH EFFORTS TO CREATE METHODS OF EARLY DETECTION OF CANCER, AND IN THIS CASE POTENTIALLY THROUGH THE USE OF A SIMPLE BLOOD TEST, OR LIQUID BIOPSY. THE RESULTS OF THIS STUDY, PUBLISHED IN CLINICAL EPIGENETICS, DETAILED THE IDENTIFICATION OF 21 DNA HYPER METHYLATION HOTSPOTS - GENE LOCATIONS ALONG THE 3 BILLION CHEMICAL BASES OF DNA - WITH INCREASED LEVELS OF METHYLATION THAT COULD INDICATE THE EXISTENCE OF METASTATIC BREAST CANCER. THESE FINDINGS COULD LEAD TO A HIGHLY SENSITIVE BLOOD-BASED TEST PANEL (A TYPE OF LIQUID BIOPSY), WHICH COULD HELP IMPROVE THE CARE OF WOMEN WITH BREAST CANCER. THE TEST WOULD LOOK FOR BIOMARKERS DERIVED FROM CELL-FREE STRANDS OF DNA (CFDNA) CIRCULATING IN THE BLOOD. THIS BREAKTHROUGH HAS SIGNIFICANT IMPLICATIONS FOR ALL BREAST CANCER PATIENTS IN THE FUTURE, SINCE ALL SUBTYPES OF BREAST CANCER IN VARYING DEGREES CAN REOCCUR AND METASTASIZE. THIS TEST COULD PROVIDE PHYSICIANS WITH CRITICAL INFORMATION ABOUT THERAPIES, ESPECIALLY FOLLOWING SURGERY OR SESSIONS OF CHEMOTHERAPY. ANOTHER TGEN-LED PROJECT, FUNDED BY THE SEENA MAGOWITZ FOUNDATION AND STAND UP TO CANCER (SU2C), IS ADVANCING TREATMENT OF LATE-STAGE PANCREATIC CANCER PATIENTS THROUGH OUR CLINICAL PARTNERSHIP AT HONORHEALTH (FORMERLY SCOTTSDALE HEALTHCARE). ONE PATIENT WHO ARRIVED AT THE CLINIC LAST APRIL WITH STAGE 4 PANCREATIC CANCER NOW HAS NO DETECTABLE TUMORS, THANKS TO A CLINICAL TRIAL THAT BUILT ON OUR SUCCESS IN TESTING - AND GAINING FDA APPROVAL - OF THE GEMCITABINE/ABRAXANE COMBINATION AS THE NEW STANDARD OF CARE FOR THESE PATIENTS. THE AMERICAN SOCIETY OF CLINICAL ONCOLOGY (ASC0) RECOGNIZED THE GROUNDBREAKING WORK AT TGEN BY INCLUDING AN OVARIAN CANCER STUDY LED BY TGEN PRESIDENT DR. JEFFREY TRENT IN ITS ANNUAL CLINICAL CANCER ADVANCES REPORT, PUBLISHED JAN. 20, IDENTIFYING THE STUDY AS ONE OF THE YEARS TOP RESEARCH PAPERS, WHICH WAS PUBLISHED IN NATURE GENETICS. TGEN WAS ABLE TO IDENTIFY THE LIVELY GENETIC DRIVER OF THIS PARTICULARLY AGGRESSIVE TYPE OF OVARIAN CANCER THAT MOSTLY STRIKES YOUNG WOMEN AND GIRLS. FACULTY WITHIN OUR PATHOGEN GENOMICS DIVISION, TGEN NORTH, PARTICIPATED IN THE DESIGN OF NEW GENOMICS-BASED METHODS FOR ACCURATELY DIAGNOSING VALLEY FEVER AND LYME DISEASE. CREATING A DEFINITIVE, LOW-COST AND ACCURATE DIAGNOSTIC TOOL FOR BOTH DISEASES GREATLY BENEFITS PATIENT HEALTH SINCE SYMPTOMS IN BOTH DISEASES ARE SIMILAR TO OTHER AILMENTS, AND THE CURRENT TESTS ARE SO UNRELIABLE THEY HAVE BEEN COMPARED TO COIN FLIPS. AS A RESULT, BOTH VALLEY FEVER AND LYME DISEASE ARE OFTEN MISDIAGNOSED AND MISTREATED. TGEN NORTHS NEW TESTS WILL CHANGE THAT. A COLLABORATION WITH BAYLOR RESEARCH INSTITUTE (BRI), DALLAS, FOCUSES ON ACCELERATING EARLY DETECTION AND TREATMENTS FOR PATIENTS WITH A BROAD RANGE OF CANCERS. THIS AGREEMENT ALIGNS THE BEST SCIENCE FROM BOTH INSTITUTIONS, LEADING TO NEW CLINICAL TRIALS AND ACCESS TO TECHNOLOGY TO DRIVE THE DEVELOPMENT OF NEW THERAPIES, STARTING AT BAYLOR SCOTT & WHITE HEALTH'S 49 HOSPITALS THROUGHOUT TEXAS. AS A MEASURE OF OUR IMPACT IN THE COMMUNITY, TGEN DISTINGUISHED PROFESSOR AND PHYSICIAN-IN-CHIEF, DR. DANIEL VON HOFF, RECEIVED THE 2015 WALLACE A. REED M.D. AWARD BY THE ARIZONA MEDICAL ASSOCIATION, RECOGNIZING HIS MANY INNOVATIVE CONTRIBUTIONS TO THE ADVANCEMENT OF CANCER CARE, ESPECIALLY IN THE REALM OF PANCREATIC CANCER, ONE OF THE MOST DIFFICULT TO TREAT OF ALL CANCER TYPES. BUILDING ON OUR EXPERTISE WITH HELIOS EDUCATION FOUNDATION IN TRAINING THE NEXT GENERATION OF PHYSICIANS AND RESEARCH SCIENTISTS, WE CONDUCTED A PILOT PROGRAM WITH THE SCOTTSDALE UNIFIED SCHOOL DISTRICT THAT PROVIDES TEACHERS WITH STRONG FLUENCY IN BIOMEDICAL RESEARCH. THE EXCELLENCE IN BIOSCIENCE TEACHER INITIATIVE CONSISTED OF AN INTENSIVE, THREE-DAY SERIES OF PRESENTATIONS, INTERACTIVE DISCUSSIONS AND PRACTICAL EXPERIENCES LED BY TGEN BIO-MEDICAL EXPERTS. IN OCTOBER, THE FOOD AND DRUG ADMINISTRATION (FDA) APPROVED A DRUG, ONIVYDE, FOR ADVANCED PANCREATIC CANCER, BASED ON TGEN-LED RESEARCH AND CLINICAL TRIALS, PROVIDING PATIENTS NEW TREATMENT OPTIONS. BRAIN CANCER RESEARCH, FUNDED BY THE BEN & CATHERINE IVY FOUNDATION, PRODUCED SEVERAL NOTABLE ADVANCEMENTS. ONE TGEN STUDY SHOWED THAT A DRUG, PROPENTOFYLLINE, PREVIOUSLY DEVELOPED FOR DEMENTIA, KNOCKS DOWN A PROTEIN THAT PROMOTES THE SPREAD OF THE BRAIN CANCER GLIOBLASTOMA, INCREASES SENSITIVITY TO A STANDARD CHEMOTHERAPY DRUG, AND INHIBITS GLIOBLASTOMA CELL INVASION. THIS NOW BECOMES A TARGET OF TREATMENT-FOCUSED RESEARCH. NEUROGENOMICS FACULTY ALSO COMPLETED A THIRD SEASON OF A CONCUSSION/BRAIN INJURY STUDY WITH RIDDELL, THE ARIZONA STATE UNIVERSITYS FOOTBALL TEAM - ALONG WITH BARROW NEUROLOGICAL INSTITUTE, AND A.T. STILL UNIVERSITY - TO DISCOVER BIOMARKERS THAT MIGHT INDICATE WHEN AN ATHLETE IS TOO HURT TO PLAY. ADDITIONALLY, THE FOLLOWING SUMMARY PROVIDES A SNAPSHOT OF PROGRESS IN CLINICAL RESEARCH AND CLINICAL TRIALS, SCIENTIFIC PUBLICATIONS, GRANTS, CONTRACTS, PHILANTHROPY, EDUCATION AND OUTREACH, MEDIA AND COMMUNITY RECOGNITION. |
| CLINICAL RESEARCH AND CLINICAL TRIALS | IN 2015, TGEN ADVANCED A SERIES OF INNOVATIVE RESEARCH INITIATIVES THAT YIELDED NUMEROUS SCIENTIFIC DISCOVERIES (ALL WITH THE POTENTIAL FOR CLINICAL APPLICATION), ESTABLISHED NATIONAL AND INTERNATIONAL COLLABORATIONS, AND LED NEW AND EXCITING CLINICAL TRIALS WITH PROMISING RESULTS. NOTABLE ARE: - IN EARLY MAY, WE ANNOUNCED A COLLABORATION WITH DALLAS, TEXAS-BASED BAYLOR HEALTHCARE AND RESEARCH INSTITUTE FOCUSED ON ACCELERATING EARLY DETECTION AND TREATMENTS FOR PATIENTS WITH A BROAD RANGE OF CANCERS. THIS AGREEMENT FORGES THE BEST SCIENCE OF BOTH INSTITUTIONS, LEADING TO NEW CLINICAL TRIALS AND ACCESS TO TECHNOLOGY TO DRIVE THE DEVELOPMENT OF NEW THERAPIES, STARTING AT BAYLOR SCOTT & WHITE HEALTH'S 49 HOSPITALS THROUGHOUT TEXAS. - THE WEEK PRIOR TO THE TGEN-BAYLOR ANNOUNCEMENT, PREVIOUS COLLABORATIVE WORK BETWEEN OUR INSTITUTIONS LED THE AMERICAN ASSOCIATION FOR CANCER RESEARCH (AACR) TO ANNOUNCE THAT A SCIENTIFIC PAPER DESCRIBING POTENTIAL DRUG TARGETS FOLLOWING THE UNPRECEDENTED GENOMIC SEQUENCING OF 14 METASTATIC TRIPLE-NEGATIVE BREAST CANCER PATIENTS WAS THE MOST CITED STUDY IN 2013 OF ANY PUBLISHED THAT YEAR BY AACR'S JOURNAL MOLECULAR CANCER THERAPEUTICS. - IN EARLY NOVEMBER, STAND UP TO CANCER (SU2C) SELECTED DR. VON HOFF AND HIS TEAM TO LEAD ANOTHER PANCREATIC CANCER DREAM TEAM; DR. VON HOFFS SECOND SUCH TEAM (HIS FIRST ACCRUED MORE CANCER PATIENTS ONTO CLINICAL TRIALS THAN ANY DREAM TEAM TO DATE). THIS SELECTION VALIDATES THE SUCCESS THAT DR. VON HOFF AND HIS COLLEAGUES HAVE MADE, AND SIGNIFIES SU2CS BELIEF THAT HIS TEAM OFFERS THE MOST PROMISING NEW APPROACHES TO TREAT PANCREATIC CANCER. THE OVERARCHING AIM FOR THE RESEARCH GRANT IS TO DEVELOP THERAPIES THAT GREATLY IMPROVE A PERSONS SURVIVAL OVER AND ABOVE WHAT DR. VON HOFF AND HIS TEAM HAVE ALREADY ACHIEVED. STAND UP TO CANCER TEAM SCIENCE AWARDS (ALL EXCEEDING 6 MILLION DOLLARS) ARE THE MOST DIFFICULT PEER-REVIEWED SUPPORT TO SECURE IN MEDICAL RESEARCH. DR. JEFFREY TRENT SERVES AS CO-LEADER OF THE MELANOMA DREAM TEAM (JOINTLY SPONSORED BY STAND UP TO CANCER AND THE MELANOMA RESEARCH ALLIANCE). FOR A RESEARCH INSTITUTION TO HAVE TWO OF THE 11 TEAM SCIENCE AWARDS IS A GREAT COMPLIMENT TO THE EXCELLENCE OF TGEN SCIENCE. - THE AVERAGE AGE OF DIAGNOSIS OF OVARIAN CANCER (THE MOST DEADLY FORM OF CANCER IN WOMAN) IS 64 YEARS. BUILDING CLINICALLY ON RESEARCH LED BY TGEN FACULTY, TGEN DEVELOPED A CLINICAL TRIAL FOR PATIENTS FROM AROUND THE WORLD WHO SUFFER FROM THE MOST DEADLY SUB-TYPE OF OVARIAN CANCER, CALLED SMALL CELL CARCINOMA OF THE OVARY (SCCOHT). THIS PARTICULARLY AGGRESSIVE TYPE OF CANCER IS DIAGNOSED AT AN AVERAGE AGE OF 24 YEARS, WITH GIRLS AS YOUNG AS 14 MONTHS DIAGNOSED WITH THIS DISEASE. - ALSO IN A LANDMARK TRIAL, THE SU2C MELANOMA DREAM TEAM DISCUSSED ABOVE (CO-LED BY YALES UNIVERSITIES DR. PAT LORUSSO) ENROLLED ITS FIRST PATIENTS, WITH UP TO ONE HUNDRED MORE PATIENTS WITH THE MOST DEADLY SUB-TYPE OF THIS MELANOMA EXPECTED TO ENROLL OVER THE 18 MONTHS. - WORK SUPPORTED BY THE BEN & CATHERINE IVY FOUNDATION LED TO THREE PROJECTS FOCUSED ON GLIOBLASTOMA. THE FIRST, A SIGNIFICANT AND INNOVATIVE TRIAL WITH COLLEAGUES AT BARROW NEUROLOGICAL INSTITUTE WILL TEST NEW DRUGS IN A PHASE ZERO CLINICAL TRIAL TO DETERMINE IF THEY CAN PENETRATE THE BLOOD-BRAIN BARRIER AND BE EFFECTIVE AGAINST THE TUMOR. ANOTHER DESCRIBED OUR STUDY PUBLISHED IN THE OXFORD UNIVERSITY PRESS JOURNAL NEURO-ONCOLOGY, REVIEWING THE STATE-OF-THE-ART TREATMENTS FOR GLIOBLASTOMA, AND A RELATED CLINICAL TRIAL AT UC SAN FRANCISCO. AND THE THIRD, WORK WITH THE ALLEN BRAIN INSTITUTE IN SEATTLE, WASHINGTON, TO UPDATE THE IVY GLIOBLASTOMA ATLAS PROJECT. - TECHNOLOGY ADVANCEMENTS IN RECENT YEARS NOW ALLOW TGEN AND OTHER SCIENTISTS TO LOOK DEEPER INTO THE HUMAN GENOME THAN EVER BEFORE, WHICH HAS FURTHERED THE RESEARCH OF SEVERAL FACULTY MEMBERS INTO SO-CALLED LIQUID BIOPSIES - MORE OR LESS AN ADVANCED BLOOD TEST - FOR DETECTING THE SMALLEST OF CANCER CELLS (OR THE CONTENT OF THOSE CANCER CELLS) SWIMMING IN A PERSONS BLOOD, LOOKING FOR A SPOT TO TAKE ROOT AND BECOME A FULL-BLOWN TUMOR. - FINALLY, A HOST OF OUR SCIENTISTS INCLUDING DRS. CRAIG AND HUENTLEMAN, JOIN OUR CLINIC LEADER (DR. NARAYANAN) IN THEIR FOCUS ON CHILDREN WITH RARE OR UNDIAGNOSED DISORDERS TO PROVIDE HOPE AND ANSWERS TO PARENTS WHO ENDURE DIAGNOSTIC ODYSSEYS THAT AT TIMES SPANS MULTIPLE YEARS. |
| PEER-REVIEWED LABORATORY RESEARCH PUBLICATIONS AND PRESENTATIONS | SINCE DAY ONE, THE FOCUS OF OUR TRANSLATIONAL RESEARCH HAS CONSTANTLY REMAINED THE PATIENT; THOSE INDIVIDUALS WITH CANCER, ALZHEIMERS AND OTHER NEUROLOGICAL DISORDERS, AND A HOST OF RARE DISEASES THAT ALL TOO OFTEN GO MIS- OR UNDIAGNOSED. IN JANUARY, DURING HIS STATE-OF-THE-UNION ADDRESS, PRESIDENT OBAMA SAID THAT PERSONALIZED MEDICINE "GIVES US ONE OF THE GREATEST OPPORTUNITIES FOR NEW MEDICAL BREAKTHROUGHS THAT WE HAVE EVER SEEN." WHILE MANY INSTITUTES AND HEALTHCARE NETWORKS HAVE TAKEN UP THE CHARGE OF LATE, TGEN HAS PUSHED THE BOUNDARIES OF THIS SPACE FOR THE PAST DECADE. MUCH OF WHAT WE LEARN IS PUBLISHED IN LEADING SCIENTIFIC AND MEDICAL JOURNALS, WHICH INCREASES THE KNOWLEDGE BASE OF ALL THOSE IN THE BIOMEDICAL RESEARCH AND MEDICAL SPACE. OUR ANNUAL SCIENTIFIC RETREAT IN OCTOBER BROUGHT TOGETHER NEARLY 240 REGISTRANTS INCLUDING TGEN FACULTY, STAFF, STUDENTS AND 45 COLLABORATORS. TGEN SCIENTISTS PRESENTED OVER 60 SCIENTIFIC POSTERS, EIGHT UNIQUE BREAKOUT PANELS AND FOUR COMPETITIVELY SELECTED "HOT TOPICS" PRESENTATIONS. THE PURPOSE OF THE EVENT WAS TO SUMMARIZE THE INSTITUTES SCIENTIFIC YEAR AND CREATE AN ENVIRONMENT IN WHICH NEW PROFESSIONAL RELATIONSHIPS AND COLLABORATIONS, BOTH INTERNAL AND EXTERNAL, COULD DEVELOP. IN 2015, TGEN RESEARCHERS PUBLISHED THEIR RESEARCH RESULTS EXTENSIVELY IN NUMEROUS SCHOLARLY PEER-REVIEWED ACADEMIC JOURNALS AND THROUGH PRESENTATIONS AT LEADING NATIONAL AND INTERNATIONAL CONFERENCES. THESE INCLUDE PUBLICATION IN LEADING SCIENTIFIC JOURNALS SUCH AS SCIENCE ADVANCES, PROCEEDING OF THE NATIONAL ACADEMY OF SCIENCES, USA, CELL, NATURE COMMUNICATIONS, MOLECULAR CANCER THERAPEUTICS, NERO ONCOLOGY, PLOS ONE, GENOME RESEARCH, JOURNAL OF THE AMERICAN MEDICAL ASSOCIATION, NEUROLOGY, AND A HOST OF OTHER DISEASE-ASSOCIATED PUBLICATIONS. |
| 2015 SELECT HIGHLIGHTS | A) DESMOPLASIA IN PRIMARY TUMORS AND METASTATIC LESIONS OF PANCREATIC CANCER. CLIFFORD J WHATCOTT, CAROLINE H DIEP, PING JIANG, APRILL WATANABE, JANINE LOBELLO, CHAO SIMA, GALEN HOSTETTER, H. MICHAEL SHEPARD, DANIEL D. VON HOFF, AND HAIYONG HAN. FEBRUARY 18, 2015. B) REVIEW OF X-LINKED SYNDROMES WITH ARTHROGRYPOSIS OR EARLY CONTRACTURES-AID TO DIAGNOSIS AND PATHWAY IDENTIFICATION. HUNTER JM1, KIEFER J, BALAK CD, JOOMA S, AHEARN ME, HALL JG, BAUMBACH-REARDON L. AM J MED GENET A. 2015 MAY; 167(5):931-73. EPUB 2015 MAR 19. C) NOVEL PATHOGENIC VARIANTS AND GENES FOR MYOPATHIES IDENTIFIED BY WHOLE EXOME SEQUENCING. HUNTER JM, AHEARN ME, BALAK CD, LIANG WS, KURDOGLU A, CORNEVEAUX JJ, RUSSELL M, HUENTELMAN MJ, CRAIG DW, CARPTEN JD, COONS SW, DEMELLO DE, HALL JG, BERNES SN AND BAUMBACH-REARDON L. MOLECULAR GENETICS & GENOMIC MEDICINE. VOLUME 3, ISSUE 4, PAGES 283301. ARTICLE FIRST PUBLISHED ONLINE APRIL 8, 2015. D) TOWARDS PRECISION MEDICINE IN GLIOBLASTOMA: THE PROMISE AND THE CHALLENGES. MICHAEL D. PRADOS, SARA A. BYRON, NHAN L. TRAN, JOANNA J. PHILLIPS, ANNETTE M. MOLINARO, KEITH L. LIGON, PATRICK Y. WEN, JOHN G. KUHN, INGO K. MELLINGHOFF, JOHN F. DE GROOT, HOWARD COLMAN, TIMOTHY F. CLOUGHESY, SUSAN M. CHANG, TIMOTHY C. RYKEN, WAIBHAV D. TEMBE, JEFFREY A. KIEFER, MICHAEL E. BERENS, DAVID W. CRAIG, JOHN D. CARPTEN AND JEFFREY M. TRENT. NEURO ONCOL (2015) DOI: 10.1093/NEUONC/NOV031 FIRST PUBLISHED ONLINE: MAY 1, 2015. E) STAPHYLOCOCCUS AUREUS AND THE ECOLOGY OF THE NASAL MICROBIOME. CINDY M. LIU, LANCE B. PRICE, BRUCE A. HUNGATE, ALISON G. ABRAHAM, LISBETH A. LARSEN, KAARE CHRISTENSEN, MARC STEGGER, ROBERT SKOV, PAAL SKYTT ANDERSEN. SCIENCE ADVANCES. 05 JUN 2015, VOL. 1, NO. 5. F) PHYLOGENETICALLY TYPING BACTERIAL STRAINS FROM PARTIAL SNP GENOTYPES OBSERVED FROM DIRECT SEQUENCING OF CLINICAL SPECIMEN METAGENOMIC DATA. SAHL JW, SCHUPP JM, RASKO DA, COLMAN RE, FOSTER JT, KEIM P. GENOME MED. 2015 JUN 9;7(1):52. G) ORCHESTRATING THE TUMOR MICROENVIRONMENT TO IMPROVE SURVIVAL FOR PATIENTS WITH PANCREATIC CANCER: NORMALIZATION, NOT DESTRUCTION. WHATCOTT CJ, HAN H, VON HOFF DD. CANCER J. 2015 JUL-AUG; 21(4): 299-306. H) PILOT TRIAL OF SELECTING MOLECULARLY GUIDED THERAPY FOR PATIENTS WITH NON-V600 BRAF-MUTANT METASTATIC MELANOMA: EXPERIENCE OF THE SU2C/MRA MELANOMA DREAM TEAM. LORUSSO PM, BOERNER SA, PILAT MJ, FORMAN KM, ZUCCARO CY, KIEFER JA, LIANG WS, HUNSBERGER S, REDMAN BG, MARKOVIC SN, SEKULIC A, BRYCE AH, JOSEPH RW, COWEY CL, FECHER LA, SOSMAN JA, CHAPMAN PB, SCHWARTZ GK, CRAIG DW, CARPTEN JD, TRENT JM. MOL CANCER THER. 2015 AUG; 14(8): 1962-71. EPUB 2015 JUN 10. I) WHOLE-GENOME BISULFITE SEQUENCING OF CELL-FREE DNA IDENTIFIES SIGNATURE ASSOCIATED WITH METASTATIC BREAST CANCER. LEGENDRE C, GOODEN GC, JOHNSON, MARTINEZ RA, LIANG WS AND SALHIA B. CLINICAL EPIGENETICS 2015, 7:100. SEPTEMBER 16, 2015. J) BRINGING RNA-SEQ CLOSER TO THE CLINIC. VAN KEUREN-JENSEN K, KEATS JJ, CRAIG DW. NAT BIOTECHNOL. 2014 SEP; 32(9):884-5. K) MULTIFOCAL CLONAL EVOLUTION CHARACTERIZED USING CIRCULATING TUMOR DNA IN A CASE OF METASTATIC BREAST CANCER. MUHAMMED MURTAZA, SARAH-JANE DAWSON, KATHERINE POGREBNIAK, OSCAR M. RUEDA, ELENA PROVENZANO, JOHN GRANT, SUET-FEUNG CHIN, DANA W. Y. TSUI, FRANCESCO MARASS, DAVINA GALE, H. RAZA ALI, PANKTI SHAH, TANIA CONTENTE-CUOMO, HOSSEIN FARAHANI, KAREY SHUMANSKY, ZOYA KINGSBURY, SEAN HUMPHRAY, DAVID BENTLEY, SOHRAB P. SHAH, MATTHEW WALLIS, NITZAN ROSENFELD & CARLOS CALDAS. NATURE COMMUNICATIONS 6, ARTICLE NUMBER: 8760. L) RARE VARIANTS IN CARDIOMYOPATHY GENES ASSOCIATED WITH STRESS-INDUCED CARDIOMYOPATHY. KALANI MY, SINIARD AL, CORNEVEAUX JJ, BRUHNS R, RICHHOLT R, FORSETH J, ZABRAMSKI JM, NAKAJI P, SPETZLER RF, HUENTELMAN MJ. NEUROSURGERY. 2015 NOV 24. |
| GRANT SUPPORT | IN ADDITION TO PHILANTHROPIC DONATIONS AND RESEARCH CONTRACTS, GRANT FUNDING IS AN IMPORTANT FUNDING SOURCE FOR RESEARCH. TO DATE IN 2015, TGEN INVESTIGATORS SUBMITTED 97 GRANTS TOTALING $84M. TO DATE IN 2015, TGEN WAS AWARDED 20 GRANTS, TOTALING $5.7M, WITH AN ADDITIONAL 12 GRANTS PENDING AWARD TOTALING $3.6M AND 54 GRANTS UNDER REVIEW TOTALING $35M. TGENS SUCCESS RATE HAS CONSISTENTLY MET OR EXCEEDED THE NATIONAL AVERAGE AS CALCULATED BY THE NIH. IN 2015, TGENS CUMULATIVE SUCCESS RATE OF 22%, WAS SLIGHTLY HIGHER THAN THE NATIONAL AVERAGE. 2015 highlights A SELECTION OF AWARDS INCLUDE: A) THREE-YEAR STAND UP TO CANCER GRANT TOTALING $12M TO DR. VON HOFF TO DEVELOP THERAPIES THAT IMPROVE SURVIVAL OF PATIENTS WITH PANCREATIC CANCER. B) FIVE-YEAR GRANT FROM THE NATIONAL INSTITUTES OF HEALTH TOTALING $1,665,818 TO DR. MATT HUENTELMAN TO STUDY NEURAL SYSTEM DYNAMICS AND GENE EXPRESSION SUPPORTING SUCCESSFUL COGNITIVE AGING. C) FIVE-YEAR GRANT FROM NIH TOTALING $778,502 TO DR. MATT HUENTELMAN TO STUDY EPIGENETIC, NEUROIMAGING AND BEHAVIORAL EFFECTS OF HYPERTENSION IN THE AGING BRAIN. D) TWO-YEAR GRANT FROM THE NATIONAL INSTITUTES OF HEALTH TOTALING $735,851 TO DR. PATRICK PIRROTTE TO STUDY PRESERVATION OF DRIED PLASMA SPOTS FOR DOWNSTREAM PROTEOMIC APPLICATIONS. E) FOUR-YEAR GRANT FROM NIH TOTALING $471,542 TO DR. MATT HUENTELMAN TO STUDY A CELL ACTIVITY TAGGING TOOLBOX, ALSO KNOW AS CATT, TO BETTER UNDERSTAND DEVELOPMENT AND APPLICATION OF NEURONAL CELL ACTIVITY. F) ONE-YEAR GRANT FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION TOTALING $339,997 TO DR. PAUL KEIM TO STUDY DNA SEQUENCING AND BIOINFORMATICS ANALYSIS OF PATHOGENS WITH IMP. G) ONE-YEAR GRANT FROM THE ARIZONA BIOMEDICAL RESEARCH COMMISSION TOTALING $225,000 TO DR. JESSE HUNTER TO STUDY IDENTIFICATION AND FUNCTIONAL CHARACTERIZATION OF NOVEL NEUROMUSCULAR DISEASE CAUSING VARIANTS IN ARIZONA INFANTS AND CHILDREN. H) TWO-YEAR GRANT FROM THE AVON FOUNDATION TOTALING $200,006 TO DR. BODOUR SALHIA TO STUDY THE DEVELOPMENT OF NOVEL TARGETED THERAPEUTIC APPROACHES FOR BREAST CANCER METASTASIS TO THE BRAIN. I) TWO-YEAR GRANT FROM SCIENCE FOUNDATION ARIZONA TOTALING $200,000 TO DR. JEFFREY TRENT ON BEHALF OF DR. MUHAMMAD MURTAZA TO STUDY THE FUTURE OF TRANSLATIONAL RESEARCH. J) TWO-YEAR GRANT FROM THE NATIONAL INSTITUTES OF HEALTH TOTALING $176,403 TO DR. DAVID CRAIG TO STUDY SOMATIC MUTATIONS IN THE BRAIN DURING ALZHEIMERS DISEASE. K) TWO-YEAR GRANT FROM THE DEPARTMENT OF DEFENSE TOTALING $73,654 TO DR. KENDALL VAN-KEUREN JENSEN TO STUDY EXOSOME-MEDIATED TRANSMISSION OF NEURODEGENERATION IN AMYOTROPHIC LATERAL SCLEROSIS (ALS). L) TWO-YEAR GRANT FROM THE NATIONAL FOUNDATION FOR CANCER RESEARCH TOTALING $300,002 TO DRS. DANIEL VON HOFF AND HAIYONG HAN TO STUDY A NOVEL APPROACH TO TARGETING CANCER CELLS THROUGH MODULATING GLOBAL GENE TRANSCRIPTION USING SUPER-ENHANCER (SE) INHIBITORS. M) ONE-YEAR GRANT FROM THE ARIZONA ALZHEIMERS RESEARCH CONSORTIUM TOTALING $205,000 TO DR. MATT HUENTELMAN FOR FOUR PROJECTS INVOLVING "EXCEPTIONAL" PHENOTYPES, THE DYRK1A GENE, VALIDATION OF RNA TARGETS IN SERUM AND CSF AND CHARACTERIZATION OF MITOCHONDRIAL PSEUDOGENES IN ALZHEIMERS DISEASE. N) THREE-YEAR GRANT FROM THE NATIONAL INSTITUTES OF HEALTH (NIH) TOTALING $2,062,360 TO DR. KENDALL VAN KEUREN-JENSEN AND DR. MATT HUENTELMAN FOR A STUDY OF BIOMARKERS THAT COULD PREDICT PATIENT OUTCOMES, FOLLOWING INJURIES THAT RESULT IN BLEEDING IN THE BRAIN. O) FIVE-YEAR GRANT FROM NIH TOTALING $1,033,331 TO DR. NHAN TRAN TO STUDY THE NOVEL ROLE OF TROY-EGFR GENE COMPLEX IN GLIOBLASTOMA BRAIN TUMOR INVASION AND RESISTANCE. P) TWO-YEAR GRANT FROM THE NIH TOTALING $487,540 TO DR. MATT HUENTELMAN FOR A STUDY IDENTIFYING PATHOGENIC MECHANISMS IMPORTANT IN MULTIPLE SYSTEM ATROPHY (MSA), FOR WHICH THERE CURRENTLY ARE NO DISEASE PREVENTING OR MODIFYING TREATMENTS. Q) TWO-YEAR GRANT FROM NIH/NATIONAL CANCER INSTITUTE TOTALING $445,005 TO DR. HAIYONG HAN FOR A STUDY TARGETING THE PHD2 GENE IN PANCREATIC CANCER. R) ONE-YEAR GRANT FROM THE CENTERS FOR DISEASE CONTROL TOTALING $347,043 TO DR. PAUL KEIM FOR DNA SEQUENCING AND BIOINFORMATICS ANALYSIS OF PATHOGENS, INCLUDING EMERGENCY RESPONSE AS NEEDED FOR DISEASE OUTBREAK. |
| ENTERPRISE EFFORTS, COLLABORATION, SPIN-OFFS AND JOB CREATION | THE TECHNOLOGY TRANSFER OFFICE (TTO) FACILITATES AND ACCELERATES THE COMMERCIALIZATION OF TGEN'S SCIENTIFIC DISCOVERIES FOR THE BENEFIT OF HUMAN HEALTH BY, - IDENTIFYING, PATENTING AND LICENSING NEW TECHNOLOGY; - FACILITATING ACCESS AND EXCHANGE OF RESEARCH MATERIALS, TECHNOLOGIES, AND DATA VIA MATERIAL TRANSFER AGREEMENTS (MTAS) OR CONFIDENTIAL DISCLOSURE AGREEMENTS (CDAS); - NEGOTIATING COLLABORATIVE RESEARCH AGREEMENTS; AND - ASSISTING IN THE FORMATION OF START-UP COMPANIES WHEN APPROPRIATE. DURING 2015, TGEN CONTINUED COLLABORATIONS WITHIN THE STATE OF ARIZONA, INCLUDING NEW JOINT FACULTY WITH MAYO CLINIC. Invention disclosures TGEN RECEIVED 18 INVENTION DISCLOSURES BASED ON DISCOVERIES STEMMING FROM TGEN-LED RESEARCH, AND FILED 19 PROVISIONAL PATENT APPLICATIONS. Contracts and collaborations TGEN SIGNED A TOTAL OF 358 CONTRACTS/AMENDMENTS IN 2015, BROKEN DOWN AS FOLLOWS: A) 65 CDAS B) 66 MTAS C) 18 RESEARCH COLLABORATIONS D) 15 MASTER RESEARCH/SERVICES AGREEMENTS E) 44 RESEARCH PLANS AND SOWS F) 23 CONSULTING AGREEMENTS G) 62 PROFESSIONAL SERVICE AGREEMENTS H) 02 COMMERCIALIZATION LICENSES I) 63 AGREEMENTS COVERING MISCELLANEOUS ACTIVITIES A LISTING OF A NUMBER OF THE MAJOR RESEARCH COLLABORATORS INCLUDE: ALLINA HEALTH/JNNI; BAYLOR RESEARCH INSTITUTE; BROAD INSTITUTE; COLORADO STATE UNIVERSITY; DIGNITY; FLORIDA INSTITUTE FOR HUMANE & MACHINE COGNITION; GEORGE MASON UNIVERSITY; HONORHEALTH; MAYO CLINIC; MIDWESTERN UNIVERSITY; NATIONAL CENTER FOR ADVANCING TRANSLATION SCIENCES; OHIO STATE UNIVERSITY; ST. ANNES UNIVERSITY HOSPITAL. Job creation IN 2015, 21 NEW FULL-TIME EQUIVALENT POSITIONS WERE CREATED WITH SALARIES AND BENEFITS TOTALING $1,205,184. SALARIES FOR TEMPORARY POSITIONS (THOSE POSITIONS CREATED FOR A FINITE PERIOD OF TIME) TOTALED $99,120, WHICH INCLUDES TEMPORARY TGEN STAFF AND TEMPORARY SERVICE FEES. STUDENT SALARIES WERE JUST OVER $460,000, BRINGING THE OVERALL 2015 TOTAL TO $1,665,184. IN TERMS OF EDUCATION LEVEL, EIGHTY-SIX PERCENT OF FULL-TIME TGEN STAFF HOLDS A COLLEGE DEGREE AND FIFTY PERCENT HOLDS AN ADVANCED DEGREE. 2015 FULL-TIME POSITIONS FILLED (NEW AND REPLACEMENTS) INCLUDED: - ASSOCIATE BIOINFORMATICIAN - ASSISTANT PROFESSOR - BIOINFORMATICIAN - CLINICAL RESEARCH COORDINATOR - FINANCIAL ANALYST II - CONTRACTS MANAGER - FACILITIES TECHNICIAN - POST-DOC FELLOW - RESEARCH ASSISTANT PROFESSOR - RESEARCH ASSOCIATE - RESEARCH ASSOCIATE II - RESEARCH TECHNICIAN - SR. GRANTS ADMINISTRATOR - SR. STAFF SCIENTIST - SR. VICE PRESIDENT, EMERGING OPPORTUNITIES |
| EDUCATION | TGEN DESIGNED ITS SCIENCE EDUCATION AND COMMUNITY OUTREACH INITIATIVES TO ASSIST IN THE GROWTH OF THE BIOSCIENCE WORKFORCE IN ARIZONA, INCREASE PUBLIC FLUENCY IN TRANSLATIONAL MEDICINE, AND BUILD AN ACCESSIBLE COMMUNITY PRESENCE. 2015 HIGHLIGHTS INCLUDE: NEARLY 600 ARIZONA STUDENTS APPLIED TO THE 2015 HELIOS SCHOLARS AT TGEN PROGRAM, WITH 45 SELECTED TO WORK FULL-TIME ALONGSIDE A TGEN MENTOR TO DEVELOP AND ENHANCE THEIR SKILLS BY CONTRIBUTING TO AN AUTHENTIC BIOMEDICAL RESEARCH PROJECT. IN TERMS OF 2015 COHORT DEMOGRAPHICS, 69 PERCENT ATTEND COLLEGES OR UNIVERSITIES IN ARIZONA; 27 PERCENT SELF-IDENTIFY AS RACES/ETHNICITIES UNDERREPRESENTED IN THE BIOSCIENCES; 11 PERCENT ATTEND HIGH SCHOOL, 87 PERCENT ARE WORKING TOWARD AN UNDERGRADUATE DEGREE AND 2 PERCENT ATTEND GRADUATE OR MEDICAL SCHOOL. TGEN ENGAGED OVER 60 HELIOS SCHOLARS ALUMNI FOR THE FOURTH ANNUAL ALUMNI NETWORKING RECEPTION. ALUMNI PROVIDED GUIDANCE TO THIS SUMMERS INTERN CLASS VIA A PANEL DISCUSSION AND PARTICIPATED IN THE SELECTION PROCESS. NETWORKING OPPORTUNITIES ENSURE THE PROGRAM CONTINUES TO DELIVER ON THE MISSION TO GROW THE BIOSCIENCE WORKFORCE IN ARIZONA. THE 2015-2016 IVY NEUROLOGICAL SCIENCES INTERNSHIP PROGRAM BEGAN IN JUNE. TWO HIGH SCHOOL STUDENTS COMPLETED BRAIN TUMOR AND NEUROLOGICAL DISEASE RESEARCH INTERNSHIPS IN JULY. TWO UNDERGRADUATES AND ONE MEDICAL SCHOOL STUDENT WILL BEGIN IN SEPTEMBER. AT THE CONCLUSION OF THIS YEARS PROGRAM, 22 ARIZONA STUDENTS WILL HAVE COMPLETED PROFESSIONAL DEVELOPMENT AND INTENSIVE RESEARCH TRAINING IN BRAIN TUMORS AND NEUROLOGICAL DISEASE. THE PROGRAM CONTINUES TO BE A HIGH-CALIBER SUCCESS IN WORKFORCE DEVELOPMENT AND PRODUCTIVE RESEARCH, RESULTING FROM THE GENEROSITY OF THE BEN AND CATHERINE IVY FOUNDATION. IN ADDITION TO ITS ANNUAL HELIOS SCHOLARS AND IVY PROGRAMS, TGEN BROADENED THE SCOPE OF DIVERSITY IN STUDENT INTERN EXPERIENCES BY HOSTING A STUDENT INTERN FROM A PUBLIC AND HISTORICALLY BLACK UNIVERSITY, NORTH CAROLINA CENTRAL UNIVERSITY, PART OF THE UNIVERSITY OF NORTH CAROLINA SYSTEM. ADDITIONALLY, TGEN RESEARCHERS MENTORED TWO BASIS SCHOOLS STUDENTS, AND HOSTED THREE ACADEMIC YEAR INTERNS SUPPORTED BY ARIZONA COMMUNITY FOUNDATION FUNDING. WITH AN AWARD OF $25,000 FROM THE SCOTTSDALE UNIFIED SCHOOL DISTRICT FOUNDATION, TGEN CONDUCTED A TEACHER TRAINING PILOT PROGRAM IN JULY WITH SAGUARO HIGH SCHOOL, A MAGNET MATH AND SCIENCE ACADEMY IN THE SCOTTSDALE UNIFIED SCHOOL DISTRICT. THE PURPOSE OF THE THREE-DAY, FIVE-TEACHER PROGRAM WAS TO INCREASE THE TEACHERS CONTENT KNOWLEDGE, DEPTH OF UNDERSTANDING AND INSIGHT INTO BIOMEDICAL RESEARCH, BENEFITTING AN EXPONENTIAL NUMBER OF ARIZONA STUDENTS OVER TIME. AN INTENSIVE AGENDA IMMERSED TEACHERS IN A SERIES OF PRESENTATIONS, INTERACTIVE DISCUSSIONS AND PRACTICAL EXPERIENCES LED BY TGEN FACULTY AND STAFF. THE PROGRAM PROVIDED PROOF-OF-CONCEPT FOR THE POSSIBILITY OF A FUTURE STATEWIDE TEACHER PROFESSIONAL DEVELOPMENT INITIATIVE THAT WILL ENHANCE TGENS REPUTATION AS A COMMITTED EDUCATION STAKEHOLDER IN ARIZONA. PROGRAM FEEDBACK WAS OVERWHELMINGLY POSITIVE. TGEN ASSISTED THE FLINN FOUNDATION WITH PILOTING A NEW INTERNSHIP PROGRAM AS PART OF ITS WORKFORCE DEVELOPMENT INITIATIVE, THE FLINN SCHOLARS PROGRAM. AN ARIZONA STATE UNIVERSITY FLINN SCHOLAR FOCUSED ON THE BUSINESS OF SCIENCE WORKING ALONGSIDE TGENS BUSINESS DEVELOPMENT TEAM. TGEN STAFF TRAVELED TO PITTSBURGH TO VOLUNTEER AND COLLECT DATA AT THE 2015 INTEL ISEF, THE INTERNATIONAL HIGH SCHOOL SCIENCE FAIR, WHICH IS THE LARGEST IN THE WORLD. THE INTEL ISEF WILL RETURN TO PHOENIX IN 2016 AND 2019. TGEN STAFF PARTICIPATES ON THE LOCAL ARRANGEMENTS COMMITTEE AND JUDGE RECRUITMENT COMMITTEE TO ENSURE THE THOUSANDS OF INDIVIDUALS ATTENDING THE FAIR FROM NEARLY 70 COUNTRIES EXPERIENCE PHOENIX AND TGEN IN A POSITIVE WAY. LASTLY, TGEN STAFF PARTICIPATED IN AN UPDATE OF THE BIOSCIENCE STANDARDS FOR THE ARIZONA DEPARTMENT OF EDUCATION CAREER AND TECHNICAL EDUCATION VIA THE VALIDATION COMMITTEE. THE GOAL OF PARTICIPATION WAS TO PROVIDE EXPERT INSIGHT INTO THE TECHNICAL KNOWLEDGE AND SKILLS HIGH SCHOOL STUDENTS NEED TO BE PREPARED TO ENTER THE BIOSCIENCE WORKFORCE. |
| PUBLIC OUTREACH | IN 2015, TGEN HOSTED OVER 800 INDIVIDUALS FOR LABORATORY TOURS, AN INCREASE OF NEARLY 40 PERCENT OVER 2014. TGEN IS COMMITTED TO MAINTAINING AN ACCESSIBLE COMMUNITY PRESENCE FOR THE PUBLIC, SCHOOL GROUPS, LEADERS AND INTERESTED INDIVIDUALS. TGEN BELIEVES IT HAS A RESPONSIBILITY TO OFFER WORKFORCE DEVELOPMENT KNOWLEDGE, CONTENT AND EXPERTISE TO OUR EDUCATION COMMUNITY PARTNERS. IN THIS SPIRIT, TGEN IS REPRESENTED ON BOARDS, COMMITTEES AND WORKING GROUPS INCLUDING, BUT NOT LIMITED TO: CENTER FOR RESEARCH IN ENGINEERING, SCIENCE AND TECHNOLOGY (CREST) SCHOOL ADVISORY BOARD; ARIZONA BIOINDUSTRY ASSOCIATION EVENTS AND EDUCATION COMMITTEE; CITY OF PHOENIX HEALTHCARE SECTOR PARTNERSHIP; ARIZONA BIOMEDICAL RESEARCH COMMISSION; CENTRAL PHOENIX WOMEN; DEER VALLEY UNIFIED SCHOOL DISTRICT CAREER AND TECHNICAL EDUCATION BOARD; TEMPE UNIFIED HIGH SCHOOL DISTRICT CAREER AND TECHNICAL EDUCATION BOARD; QUEEN CREEK HIGH SCHOOL BIOTECHNOLOGY ADVISORY PANEL; PEORIA UNIFIED MEDICAL, ENGINEERING AND TECHNOLOGY PROFESSIONAL ACADEMY ADVISORY TEAM. IN MARCH 2015, TGEN HOSTED TWO PHOENIX HIGH SCHOOL STUDENTS FOR THE BE A LEADER FOUNDATIONS ANNUAL SHADOW A PROFESSIONAL DAY. TGEN HAS PARTICIPATED IN THIS EVENT EVERY YEAR FOR MORE THAN FIVE YEARS. THE MISSION OF THE BE A LEADER FOUNDATION IS TO DESIGN PROGRAMS THAT INSTILL A HIGH SCHOOL COMPLETION AND COLLEGE-GOING CULTURE FOR LOCAL STUDENTS. IN SUPPORT OF THE ARIZONA SCITECH FESTIVAL, TGEN PARTNERED WITH START@WEST-MEC, A COLLABORATIVE EDUCATION SPACE AT THE WESTERN MARICOPA EDUCATION CENTER, TO DELIVER TEACHER PROFESSIONAL DEVELOPMENT IN BIOINFORMATICS AND COMPUTATIONAL BIOLOGY. TGEN SELECTED THIS PARTNER TO INCREASE ACCESS TO TGEN PROFESSIONAL DEVELOPMENT FOR WEST VALLEY EDUCATORS. ABOUT 20 TEACHERS ATTENDED TO INTERACT WITH A PANEL OF TGEN RESEARCHERS AND STUDENT INTERNS. |
| MEDIA, MARKETING AND PUBLIC RECOGNITION | THE OVERALL GOAL OF TGENS MEDIA EFFORTS IS TO BUILD A STRONG AND COMPELLING COMMUNICATIONS TOOL SET TO TELL TGENS STORY IMMEDIATELY TO AUDIENCES THAT, OVER TIME, WILL BE INCREASINGLY AWARE OF TGEN AND WHAT MAKES IT UNIQUE AND ESSENTIAL. TO THE END, TGEN CONTINUALLY PURSUES EARNED MEDIA EXPOSURE FOR THE INSTITUTES RESEARCH ACTIVITIES. 2015 ALSO MARKED TGENS ENGAGEMENT IN PAID MEDIA TO DRIVE TRAFFIC THROUGH ITS VARIOUS SOCIAL CHANNELS. IN TERMS OF OUR SOCIAL PLATFORMS, WE SAW A 27.5% INCREASE ON FACEBOOK; 34.5% ON TWITTER; 94.5% ON LINKEDIN, AND OUR E-NEWS IS NOW SENT TO OVER 12,000 SUBSCRIBERS/DONORS. OUR EARNED MEDIA EFFORTS CONTINUE TO RECEIVE POSITIVE PRESS, BOTH LOCALLY AND NATIONALLY, TOTALING NEARLY 1,000 IMPRESSIONS ACROSS VARIOUS PRINT, BROADCAST AND DIGITAL PLATFORMS, INCLUDING: FORBES MAGAZINE, NEWSWEEK, THE ARIZONA REPUBLIC, PITTSBURGH POST-GAZETTE, SAN ANGELO STANDARD-TIMES (TEXAS), GENOMEWEB, PHOENIX BUSINESS JOURNAL, ARIZONA BUSINESS GAZETTE, THE ARIZONA DAILY SUN (FLAGSTAFF), ABC 15, FOX 10, CBS 5, ARIZONA FAMILY CHANNEL 3, KJZZ, KFYI, KTAR, CHANNEL 8 PBS PHOENIX, CHANNEL 6 PBS TUCSON, ARIZONA REDBOOK, ARIZONA FOOTHILLS MAGAZINE, ARIZONAS VOICE, MAGAZINE, DRUG DELIVERY: SURVEYING THE GLOBAL COMPETITIVE LANDSCAPE, STATES NEWS SERVICE, TARGETED NEWS SERVICE, PLUS PATENT NEWS, PRWEB NEWSWIRE, WEB NEWSWIRE, VIRTUAL STRATEGY MAGAZINE, US FED NEWS, US OFFICIAL NEWS. IN TERMS OF PUBLIC RECOGNITION, TGEN FACULTY AND LEADERSHIP PARTICIPATED IN NUMEROUS COMMUNITY ACTIVITIES AND SERVE ON MANY BOARDS. RECOGNITION OF TGENS EFFORTS SERVES TO HIGHLIGHT OUR PUBLIC, ACADEMIC AND INDUSTRY INVOLVEMENT ACROSS ARIZONA. IN 2015, RECOGNITION INCLUDED: IN MARCH, THE PHOENIX BUSINESS JOURNAL NAMED TGEN COO TESS BURLESON AS ONE OF THE PHOENIX BUSINESS JOURNALS 2015 OUTSTANDING WOMEN IN BUSINESS. THE AWARD HONORS REMARKABLE WOMEN IN THE VALLEY BUSINESS COMMUNITY WHO SERVE AS MENTORS, LEADERS AND VISIONARIES. TGEN ASSOCIATE PROFESSOR DR. MATT HUENTELMAN DELIVERED THE KEYNOTE PRESENTATION AT THE ANNUAL ARIZONA BIOINDUSTRY ASSOCIATION EXPO IN APRIL. DR. HUENTELMAN DISCUSSED HOW TGEN'S MINDCROWD PROGRAM IS A PRIME EXAMPLE OF USING ONLINE CROWDSOURCING TO RECRUIT VOLUNTARY INDIVIDUALS FOR SCIENTIFIC STUDIES AND CLINICAL RESEARCH TO AN AUDIENCE OF BIOSCIENCE INDUSTRY LEADERS, STATE AND CITY OFFICIALS AND STUDENTS. TGEN DIRECTOR OF PUBLIC AFFAIRS AND EDUCATION, BRANDY WELLS, WAS APPOINTED BY GOVERNOR DOUG DUCEY TO THE ARIZONA BIOMEDICAL RESEARCH COMMISSION AND CONFIRMED BY THE ARIZONA SENATE TO SERVE A THREE-YEAR TERM AS A PUBLIC MEMBER COMMISSIONER. |
| FORM 990, PART V, LINE 2A; PART VII, SECTION A; AND PART IX | TGEN FOUNDATION DOES NOT HAVE EMPLOYEES, BUT SHARES THE COST OF PERSONNEL, SERVICES, FACILITIES AND EXPENSES WITH TGEN, A RELATED TAX-EXEMPT ORGANIZATION. |
| FORM 990, PART VI, LINE 1A | TO THE EXTENT ALLOWED BY LAW, THE EXECUTIVE COMMITTEE MAY ACT ON TGEN FOUNDATION'S BEHALF IN ANY MATTER WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, REPORTING TO THE BOARD OF DIRECTORS FOR ITS INFORMATION AT THE NEXT SUBSEQUENT REGULAR OR SPECIAL MEETING OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE DESIGNATED DIRECTORS, THE CHAIRPERSON OF THE BOARD AND UP TO THREE OTHER FOUNDATION DIRECTORS AS SHALL BE DESIGNATED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, LINE 6 | THE SOLE CORPORATE MEMBER OF TGEN FOUNDATION IS THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (TGEN). |
| FORM 990, PART VI, LINE 7A | TGEN, AS THE SOLE CORPORATE MEMBER OF TGEN FOUNDATION, HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF TGEN FOUNDATION. |
| FORM 990, PART VI, LINE 7B | THE SOLE CORPORATE MEMBER'S VOTE SHALL BE REQUIRED ON: A) THE ELECTION AND REMOVAL OF ELECTED DIRECTORS AS SET FORTH IN THE BYLAWS; B) THE ADOPTION OF ANY PLAN OF MERGER OR CONSOLIDATION; C) THE SALE OF ALL OR SUBSTANTIALLY ALL THE FOUNDATION'S ASSETS IN A SINGLE TRANSACTION OR SERIES OF RELATED TRANSACTIONS; D) THE AMENDMENT OF THE FOUNDATION'S ARTICLES OF INCORPORATION OR BYLAWS; E) THE INSTITUTION, OR CONSENT TO INSTITUTION, OF PROCEEDINGS TO ADJUDICATE THE FOUNDATION BANKRUPT OR INSOLVENT, OR THE FILING OF A PETITION SEEKING OR CONSENTING TO REORGANIZATION OR RELIEF UNDER ANY LAW RELATING TO BANKRUPTCY, INSOLVENCY, OR OTHER RELIEF FOR DEBTORS, OR THE CONSENT TO THE APPOINTMENT OF A RECEIVER, LIQUIDATOR, ASSIGNEE, TRUSTEE, SEQUESTRATOR (OR SIMILAR OFFICIAL) OF THE FOUNDATION OR OF ALL OR ANY SUBSTANTIAL PART OF ITS PROPERTY, OR THE MAKING OF ANY ASSIGNMENT FOR THE BENEFIT OF CREDITORS, OR THE ADMISSION IN WRITING OF THE FOUNDATION'S INABILITY TO PAY ITS DEBTS GENERALLY AS THEY BECOME DUE, OR ANY STEPS IN FURTHERANCE OF SUCH ACTIONS; AND F) THOSE MATTERS UPON WHICH THE MEMBER IS GRANTED VOTING RIGHTS IN THE ARTICLES OF INCORPORATION, BYLAWS, OR THE ARIZONA NONPROFIT CORPORATION ACT. THE SOLE CORPORATE MEMBER HAS THE FOLLOWING RESERVE POWERS: A) APPOINT AND REMOVE THE PRESIDENT; B) APPROVE THE ESTABLISHMENT OF NEW CORPORATE PARTNERSHIP ENTITIES CREATED OR JOINED BY THE FOUNDATION; C) APPROVE THE FOUNDATION'S EXECUTION OF MATERIAL CONTRACTS; AND D) APPROVE THE FOUNDATION'S INCURRENCE OF MATERIAL DEBTS. |
| FORM 990, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE TGEN FINANCE DEPARTMENT. THE FORM 990 IS THEN REVIEWED BY THE FINANCE DEPARTMENT AND OTHER MEMBERS OF MANAGEMENT. THE FORM 990 IS POSTED ON THE BOARD WEBSITE FOR BOARD REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, LINE 12C | TGEN FOUNDATION DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY TO ALL DIRECTOR LEVEL POSITIONS AND ABOVE, IN ADDITION TO ANY KEY EMPLOYEES DESIGNATED BY THE TGEN CHIEF OPERATING OFFICER. THE QUESTIONNAIRES ARE REVIEWED BY THE TGEN CHIEF FINANCIAL OFFICER AND TGEN'S OFFICE OF RESEARCH COMPLIANCE. THOSE EMPLOYEES WITH CONFLICTS ARE SENT FOR FURTHER REVIEW TO THE TGEN CHIEF OPERATING OFFICER TO ENSURE AN APPROPRIATE PLAN IS SET FORTH. UPDATES TO THE LIST ARE HANDLED ON AN AS-NEEDED BASIS, BASED ON CONTRACT REVIEWS AND EMPLOYEE INFORMATION. |
| FORM 990, PART VI, LINES 15A AND 15B | THE FOUNDATION DOES NOT HAVE ANY DIRECT EMPLOYEES. COMPENSATION IS DETERMINED BY THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (TGEN) USING THE FOLLOWING PROCESS: TGEN'S GOVERNANCE AND EXECUTIVE COMPENSATION COMMITTEE WILL ACT IN AN "ADVICE AND CONSENT" CAPACITY REVIEWING THE RECOMMENDATIONS FOR THE PRESIDENT AND SCIENTIFIC DIRECTOR REGARDING THE COMPENSATION OF DISQUALIFIED PERSONS AND FORWARDING FINAL RECOMMENDATIONS TO THE FULL BOARD FOR APPROVAL. DISQUALIFIED PERSONS (EXCEPT FOR THE PRESIDENT AND SCIENTIFIC DIRECTOR) WILL NOT BE PRESENT FOR, OR PARTICIPATE IN, COMMITTEE DELIBERATIONS CONCERNING THEIR COMPENSATION (OTHER THAN TO ANSWER QUESTIONS). THE PRESIDENT AND SCIENTIFIC DIRECTOR WILL PARTICIPATE IN THE DELIBERATIONS CONCERNING THE COMPENSATION OF DIRECT REPORTS. DURING THE DECISION MAKING PROCESS, THE COMMITTEE WILL ADHERE TO THE EXECUTIVE COMPENSATION PHILOSOPHY. THE COMMITTEE IS AUTHORIZED (AND PROVIDED WITH SUFFICIENT FUNDING) TO ANNUALLY ENGAGE OUTSIDE INDEPENDENT COMPENSATION AND LEGAL ADVISORS, WHEN DEEMED NECESSARY AND ADVISABLE. THE COMMITTEE WILL COMPLY WITH THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE WHENEVER POSSIBLE. THE COMMITTEE WILL REVIEW AND UNDERSTAND THE INTERNAL REVENUE CODE PROVISIONS DEALING WITH "EXCESS BENEFIT TRANSACTIONS CONCERNING DISQUALIFIED PERSONS' COMPENSATION." WHEN DEVELOPING A COMPENSATION PHILOSOPHY, TGEN KEPT IN MIND THE FOLLOWING FACTORS: THE TGEN MISSION AND STRATEGY THE TGEN CULTURE TRENDS IN COMPENSATION IN THE EXTERNAL ENVIRONMENT TRENDS IN RECRUITMENT OF NEW EMPLOYEES TRENDS IN ORGANIZATIONAL EMPLOYEE TURNOVER TGEN'S LIFE CYCLE STAGE THE COMPENSATION REVIEW PROCESS WAS LAST COMPLETED IN 2015. |
| FORM 990, PART VI, LINE 19 | TGEN FOUNDATION PROVIDES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY TO THE GENERAL PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRANSLATIONAL GENOMICS RESEARCH INST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET SUITE 600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753065445 | EIN |
| Primary Activities | RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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