2016-08-15T10:27:11-07:00 2015-09-30 990 2014-10-01 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 2016-08-15 2014 2016-09-27 15:27:22Z John W Lowe 6720A Rockledge Drive Suite 100 Bethesda MD 20817 434400440 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 2722 0 0 0 396536928 391051310 6349295 4723990 7193609 -3321456 4151481 3025713 414231313 395479557 0 0 0 0 190119555 190741364 0 0 243294 217701771 203610348 407821326 394351712 6409987 1127845 246271107 250442743 68718692 71762483 177552415 178680260 X See Schedule O 0 0 2020448 0 0 Partnerships in Education Programs: Support Special Projects - The Foundation managed nearly 790 special 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. 5356883 0 2847258 Endowment Programs: Endowments - The foundation managed over 60 endowment funds which primarily funded medical education at the Uniformed University. 383247895 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 1,140 medical research and education projects. 0 0 0 390625226 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 1 481 0 1 2722 1 0 1 KE 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 AZ CA CT DC FL IL MD ME MI NC NH NJ NM NY OH PA SC VA WA X Ben Bernstein 2406942000 6720A Rockledge Drive Suite 100 Bethesda MD 20817 The Honorable Carl Levin Director 0.5 0 X 0 0 0 The Honorable John Fleming MD Director 0.5 0 X 0 0 0 US Senator James Inhofe Director 0.5 0 X 0 0 0 US Representative Dave Loebsack Director 0.5 0 X 0 0 0 Dr Charles Rice Director 1 0 X 0 0 0 John Dressendorfer Director 1 0 X 0 0 0 The Honorable Beverly Byron Director 1 0 X 0 0 0 Gordon R Sullivan General Director 1 0 X 0 0 0 Mr Philip A Odeen Director - Chairman 1 0 X 0 0 0 John W Lowe President, CEO and Executive Director 46 0 X 403553 0 0 Arthur W Hapner VP Program Management Office 48 0 X 396108 0 0 Craig D Anderson Senior Vice Pres Finance, CFO and Treasurer 44 0 X 344830 0 0 Stephen E Goodwin VP Operations 53 0 X 309557 0 0 William Slade General Counsel 41 0 X 280529 0 0 Elizabeth T Folk VP Office of Sponsored Prgms 43 0 X 266635 0 0 Debbie-Jo Mindel-Zarnick VP Human Resources 46 0 X 251019 0 0 William Kinner Assistant Secretary 43 0 X 195514 0 0 Cynthia Gilman VP Ctr for Private Public Partnership 40 0 X 191457 0 0 Jeffrey Hooke Head of Pathology 40 0 X 302919 0 0 Merlin Robb Program Director 57 0 X 291626 0 0 Marina Vernalis Medical Director ICHP 41 0 X 287996 0 0 Mark Scher Director of Technology to Commercialization 57 0 X 287807 0 0 Thomas Conrads Scientific Director 40 0 X 278086 0 0 4087636 0 0 14 0 1 0 Makerere University PO box 16524 Kampala UG Subcontract Services 7442109 ILLUMINA INC 5200 Illumina Way San Diego CA 92122 Subcontract Services 7095045 WINDBER RESEARCH INSTITUTE 600 Somerset Ave Windber PA 15963 Subcontract Services 5681718 DUKE UNIVERSITY PO BOX 602651 Charlotte NC 28260 Subcontract Services 2320634 BETH ISRAEL DEACONS MEDICAL CENTER Harvard Institutes of Medicine4 Blackfan Circle Room 242 Boston MA 02115 Subcontract Services 2254884 133 0 0 476182 0 380540755 10034373 0 391051310 Fees and Contracts 541700 4723990 4723990 0 0 0 0 0 0 4723990 1036823 0 0 1036823 0 0 0 0 3060975 3060975 0 0 0 0 34485044 0 38843323 0 -4358279 0 -4358279 -4358279 0 0 42298 476182 77560 -35262 0 -35262 0 395479557 3426686 0 1001561 X 0 0 0 0 0 0 0 0 4087636 0 4087636 0 0 0 0 0 140196773 119444574 20691740 60459 0 0 0 0 46456955 38380398 8056942 19615 0 0 0 0 0 0 0 0 1105325 0 1105325 0 263945 0 263945 0 0 0 0 0 0 0 0 0 0 0 126993845 125060776 1933069 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11185887 7986874 3199013 0 7010391 6663617 339916 6858 1671224 1396802 119315 155107 0 0 0 0 0 0 0 0 1572219 0 1572219 0 504059 340207 163852 0 Supplies 33654080 22023559 11630490 31 Equipment Purchases 6890158 6891216 -1058 0 General Services 3533423 1974642 1557592 1189 Renovations 395736 384774 10962 0 8830056 60077787 -51247766 35 394351712 390625226 3483192 243294 1682956 34307 48770269 38561084 96150941 113929025 4375256 5782128 23912140 17055300 7338506 6856840 79107573 76986710 8845606 8292649 246271107 250442743 44472843 47662376 11808285 12229598 12437564 11870509 68718692 71762483 X 81554758 83773773 74042168 70648634 21955489 24257853 177552415 178680260 246271107 250442743 1127845 0 0 0 0 0 X 0 1 X 1 1 1 X 428206625 412994676 429225204 401884671 395298955 2067610131 0 0 0 0 0 0 428206625 412994676 429225204 401884671 395298955 2067610131 2067610131 1197763 1161136 1268841 1223607 1036823 5888170 4389366 8826429 4347420 5116256 3537319 26216790 2099715091 0.98471 0.98255 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 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 56196221 14658064 -3967513 0 1719736 116823 65050213 0 0.28 0.72 0 0 0 0 0 0 0 0 0 0 6055046 2351933 3703113 0 17857094 14703367 3153727 0 0 0 0 6856840 0 Deferred Rent 7929553 Other Payables 3940956 11870509 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 Effective in 2010, the Foundation adopted new guidance that creates a single model to address uncertainty in tax positions and clarifies the accounting for income taxes by prescribing the minimum recognition threshold a tax position is required to meet before being recognized in its consolidated financial statements. Under the requirements of this guidance, organizations could now be required to record an obligation as the results of tax positions they have historically taken on various tax exposure items. The impact of the adoption of this guidance did not have a material effect on the consolidated financial statements of the Foundation. The impact of the adoption of this guidance, the determination of when to record a liability for tax exposure was based on whether a liability was considered probable and reasonably estimable in accordance with guidance concerning recording of contingencies. Sub-Saharan Africa 4 343 Program Services Program Support 39432771 East Asia and the Pacific 1 8 Program Services Program Support 7054281 5 351 46487052 1 0 1 0 0 0 Dinner 518480 476182 42298 0 0 18750 58810 0 0 0 0 518480 476182 42298 0 0 18750 58810 0 0 77560 -35262 X X 0 0 0 0 0 0 0 0 0 John W Lowe President, CEO and Executive Director 349224 0 0 0 54329 0 42000 0 42062 0 487615 0 0 0 Arthur W Hapner VP Program Management Office 232285 0 2000 0 161823 0 19554 0 24064 0 439726 0 0 0 Craig D Anderson Senior Vice Pres Finance, CFO and Treasurer 299175 0 0 0 45655 0 42000 0 42333 0 429163 0 0 0 Stephen E Goodwin VP Operations 266843 0 2000 0 40714 0 42000 0 39733 0 391290 0 0 0 Marina Vernalis Medical Director ICHP 284295 0 0 0 3701 0 42000 0 32517 0 362513 0 0 0 Jeffrey Hooke Head of Pathology 301629 0 0 0 1290 0 15359 0 42331 0 360609 0 0 0 William Slade General Counsel 242924 0 2000 0 35605 0 42000 0 37319 0 359848 0 0 0 Mark Scher Director of Technology to Commercialization 273850 0 0 0 13957 0 24000 0 41758 0 353565 0 0 0 Merlin Robb Program Director 274957 0 2500 0 14169 0 25080 0 28541 0 345247 0 0 0 Elizabeth T Folk VP Office of Sponsored Prgms 229517 0 2000 0 35119 0 24000 0 38882 0 329518 0 0 0 Thomas Conrads Scientific Director 272224 0 5302 0 560 0 18000 0 29959 0 326045 0 0 0 Debbie-Jo Mindel-Zarnick VP Human Resources 222898 0 2000 0 26121 0 11550 0 38677 0 301246 0 0 0 Cynthia Gilman VP Ctr for Private Public Partnership 187714 0 2000 0 1743 0 24000 0 30005 0 245462 0 0 0 William Kinner Assistant Secretary 193408 0 1500 0 606 0 9692 0 21623 0 226829 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 HJF provides the Form 990 to the Council of Directors a draft copy prior to filing it with the IRS. We ask that the Council provide any comments a few days in advance so that we can respond to any questions that may arise. 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 $48,681,240 Subcontracts $78,132,605 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 32563261 Fair Market Value HJF Medical Research International Inc r 2519068 Fair Market Value HJF Medical Research International Inc s 3602187 Fair Market Value The Financial Statement Audit for Tax Year ending September 30, 2015 was not completed until after May 15, 2016.