2016-05-12T10:39:13-07:00 2015-06-30 990 2014-07-01 251462312 MAGEE-WOMENS RESEARCH INSTITUTE AND FOUNDATION MAGE 4126418957 3339 Ward Street Pittsburgh PA 15213 Arthur Scully III Vice President 4126418949 2016-05-12 2014 2016-08-17 19:52:53Z Magee Womens Research Institute and Foundation Magee Womens Research Institute 3339 Ward Street 15213 Pittsburgh PA 15213 81876458 0 X www.mwrif.org X 1984 PA The central mission of Magee-Womens Research Institute and Foundation (MWRIF) as a global leader in women's medical and health research is to advance knowledge in the field of reproductive biology and medicine, translate discoveries into improved health for women and their infants, and train the next generation of reproductive health research scholars. MWRIF is home for University of Pittsburgh medical research scientists who are engaged in health research that spans reproductive biology and development and diverse aspects of women's health. Key physiological processes and diseases that span a woman's entire life cycle are pursued, from the formation of germ cells and embryos through childhood and adolescence to reproductive life, pregnancy, menopause, and aging. MWRI researchers devoted to women's health research and medical research use a variety of basic, translational, and clinical investigative tools that support our central mission. 25 23 0 205 0 0 45191964 58771738 533690 541808 1520088 2071799 1140583 747022 48386325 62132367 269541 32933713 0 0 14840235 14277186 0 0 1236610 36177539 14922243 51287315 62133142 -2900990 -775 101607325 100005983 50805535 49856841 50801790 50149142 X The Board approved mission of MWRIF is to advance scientific knowledge in the fields of reproductive biology and medicine; translate this knowledge into improved health for women and infants; train current and future scholars of reproductive sciences; and foster community investment and involvement in women's health. 0 0 56003496 32933713 1406792 See Schedule O 0 0 0 56003496 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 45 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 25 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 CA CT DC FL GA MA MD NJ NY PA VA X Magee Womens Research Institute and Foundation 4126418957 3339 Ward Street Pittsburgh PA 15213 Theresa Bone Director 1 0 X 0 0 0 Andrew Carey-Jaja Director 1 0 X 0 0 0 Carrie Coghill Director 2 0 X 0 0 0 Leslie Davis Director 1 0 X 0 0 0 Robert Edwards Director 2.00 0 X 0 0 0 Joan Ellenbogen Director 1 0 X 0 0 0 Laura Ellsworth Director 2 0 X 0 0 0 Kelly R Gray Director 1 0 X 0 0 0 Margaret Joy Director 2.5 0 X 0 0 0 Karen Kelley Director 1 0 X 0 0 0 Joan Snyder Kuhl Director 1 0 X 0 0 0 Ed Lettieri Director 1 0 X 0 0 0 Arthur Levine Director 1 0 X 0 0 0 Susan McGalla Director 1 0 X 0 0 0 Linda S Melada Director 1 0 X 0 0 0 William Pietragallo Director 1 0 X 0 0 0 K Scott Roy Director 1 0 X 0 0 0 W Scott Sanford Director 1 0 X 0 0 0 Patricia Siger Director 1 0 X 0 0 0 David Spigelmyer Director 1 0 X 0 0 0 Jason Harrison Treasurer 2.5 0 X X 0 0 0 David Kaplan President 3 0 X X 0 0 0 Peggy Snavely Secretary 1 0 X X 0 0 0 Yoel Sadovsky Executive Director/Professor 92 X X 544259 0 64569 Arthur Scully III Vice President 40 0 X X 186954 0 39538 Gerald Schatten Professor 40 0 X 303123 0 50675 Sharon Hillier Professor 40 0 X 295252 0 43247 Ian McGowan Professor 40 0 X 261248 0 37834 Sharon Achilles Assistant Professor 40 0 X 198412 0 21058 Kyle Orwig Associate Professor 40 0 X 189255 0 29452 1978503 0 286373 42 0 1 1 University of Pittsburgh Office of Research Cost Accounting 3109 Cathedral of Learning Pittsburgh PA 15251 Medical Professional 9803284 UZ-UCSF Colaborative Univ of Zimbabwe/Univ of California Initiative Belgravia Harare ZI Medical Professional 4101628 Fred Hutchinson Cancer Research Center 1100 Fairview N Seattle WA 98109 Medical Professional 3397872 Johns Hopkins University c/o Bank of America 12529 Collections Ctr Chicago IL 60693 Medical Professional 2214708 MU-JHU LTD Makerere Univ/Johns Hopkins Initiative PO Box 23491 Kampala UG Medical Professional 1663829 24 72839 0 287529 0 46270171 12141199 392796 58771738 Service Fee Revenue 541380 535769 535769 0 0 Student intern program stipend recovery 541712 6039 6039 0 0 0 0 0 0 541808 732158 0 0 732158 0 0 0 0 0 0 0 0 864934 0 0 0 864934 0 864934 864934 0 0 20838308 46400 19518432 26635 1319876 19765 1339641 0 0 1339641 81112 283408 199024 -117912 0 -117912 0 62132367 1406742 0 1953887 22799057 22799057 0 0 10134656 10134656 0 0 434962 68318 366644 0 0 0 0 0 11009749 8420894 2379615 209240 0 0 0 0 2832475 2151016 616185 65274 0 0 0 0 0 0 0 0 -47719 0 -47719 0 114001 0 114001 0 0 0 0 0 0 0 270941 0 270941 0 1100742 348801 388822 363119 22424 0 0 22424 846677 618964 160200 67513 157342 64033 67083 26226 0 0 0 0 3330926 3038479 292447 0 1189517 1147089 5532 36896 0 0 0 0 375171 375171 0 0 0 0 0 0 0 0 0 0 2000934 1905294 94995 645 0 0 0 0 Medical research supplies 2342737 2342737 0 0 Lab testing and processing fees 1289490 1289490 0 0 Lab equipment and maintenance 558266 558266 0 Fundraising expenses included in Part VIII -199024 0 0 -199024 1569818 741231 184290 644297 62133142 56003496 4893036 1236610 0 0 2563609 4826884 8674835 10671968 426516 89837 0 0 0 0 0 0 0 0 580105 627450 50848414 16505365 35393161 34343049 53969099 49446795 101607325 100005983 8361311 8073198 12138515 11614989 30115971 30139363 189738 29291 50805535 49856841 X 15300776 11755532 17931523 20331390 17569491 18062220 50801790 50149142 101607325 100005983 -775 -945926 294053 0 0 0 X 0 1 X 1 1 1 X 44974211 50279791 50556469 45725654 58771737 250307862 0 0 0 0 0 0 0 0 0 0 44974211 50279791 50556469 45725654 58771737 250307862 8336350 241971512 900194 2008360 1976447 1719011 1597092 8201104 0 0 0 0 0 0 0 0 0 0 258508966 541808 0.93603 0.95341 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22336456 860738 316392 0 634756 0 22878830 20383708 11625 2506831 0 565708 0 22336456 18959728 56904 1897654 0 530578 0 20383708 19328380 18850 -6643 0 380859 0 18959728 16493494 74846 3093668 0 333628 0 19328380 0.08 0.79 0.13 0 0 0 0 0 0 44437642 11458480 32979162 0 918948 709846 209102 0 5491824 4337039 1154785 0 0 0 0 34343049 0 0 Common Stock 33796000 F Cash and Fixed Income 14634995 F Beneficial interest in trusts 1015800 F 49446795 0 Deposits Held in Custody for Others 29291 29291 61437177 -945926 322653 0 0 -623273 62060450 270941 -199024 71917 62132367 62089824 28599 0 0 199024 227623 61862201 270941 0 270941 62133142 Schedule D, Part V, Line 4 Endowments are used to carry out the mission of the organization - to conduct medical research related to womens' health and support the operations of Magee Womens Hospital. Schedule D, Part XI, Line 4b Fundraising expenses of $199,024 netted against revenue on 990 but included in expenses in audited financial statements Schedule D, Part XII, Line 2d $199,024 reconciling item represents fundraising expenses included in expense section of audited financials but reported as a revenue offset in Part VIII line 8 of 990. 1 Sub-Saharan Africa 0 0 Grantmaking 9447414 Europe (including Iceland and Greenland) 0 0 Grantmaking 434416 East Asia and the Pacific 0 0 Grantmaking 141439 South America 0 0 Grantmaking 59547 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking 51840 0 0 10134656 Sub-Saharan Africa clinical trials of microbicides for prevention of HIV 4284628 wire transfers Sub-Saharan Africa clinical trials of microbicides for prevention of HIV 1102192 wire transfer Sub-Saharan Africa clinical trials of microbicides for the prevention of HIV 1037211 wire transfer Sub-Saharan Africa clinical trials of microbicides for the prevention of HIV 1017403 wire transfer Sub-Saharan Africa clinical trials of microbicides for the prevention of HIV 976437 wire transfers Sub-Saharan Africa clinical trials of microbicides for the prevention of HIV 560157 wire transfer Sub-Saharan Africa clinical trials of microbicides for the prevention of HIV 460475 wire transfer Europe (including Iceland and Greenland) microbicide safety and efficacy 302174 wire transfer East Asia and the Pacific clinical trials of microbicides for prevention of HIV 141439 wire transfer Europe (including Iceland and Greenland) clinical trials of microbicides for the prevention of HIV 75000 wire transfer South America clinical trials of microbicides for the prevention of HIV 59548 wire transfer Europe (including Iceland and Greenland) characterization of meosis 57242 wire transfer North America (including Canada and Mexico, but not the United States) microbicide safety and efficacy 51840 wire transfer Sub-Saharan Africa clinical trials of microbicides for the prevention of HIV 8910 wire transfer 13 1 0 0 0 0 0 0 Schedule F, Part I, Line 2 All grants & assistance to foreign organizations relate to collaborative biomedical research with the organizations. Each arrangement is formalized with a contract which includes specific terms & conditions that must be met. Each recipient is required to submit a detailed accounting of all expenditures incurred under the contract. This is reviewed for contract compliance and appropriateness, and only then is cash transferred to them under the grant agreement as a reimbursement. Each recipient organization is also required to submit annual reports of all research activities funded by the grant and the results of the research. This information is reviewed by the U.S. scientist who is leading the research. Savor Pittsburgh 157617 157617 0 0 0 14007 5266 2750 68796 Fly Fishing 85000 45000 40000 0 0 21664 360 0 3684 1 126024 84912 41112 0 0 36459 2304 0 38481 368641 287529 81112 0 0 72130 7930 2750 110961 193771 -112659 1 Magee Womens Hospital of UPMC 300 Halket Street Pittsburgh PA 15213 250965420 501(c)3 907758 0 Actual Contributions for hospital activities Case-Western Reserve University 10900 EUCLID AVE Cleveland OH 44106 341018992 501c3 36339 0 biomedical research Columbia University 116th Street and Broadway New York NY 10027 135598093 501c3 30762 0 biomedical research Eastern Virginia Medical School 700 W Olney Rd Norfolk VA 23507 546055378 501c3 57101 0 biomedical research Yeshiva University 1300 MORRIS PARK AVENUE Bronx NY 10461 237075620 501c3 27946 0 biomedical research Emory University 954 Gatewood Road Atlanta GA 30329 580566256 501c3 11318 0 biomedical research Family Health International 359 Blackwell Street Durham NC 27701 237413005 501c3 1510168 0 biomedical research Fred Hutchinson Cancer Research Center 1100 FAIRVIEW AVE N Seattle WA 98109 237156071 501c3 3397872 0 biomedical research International Partnership for Microbicides 8401 COLEVILLE ROAD Silver Springs MD 20910 010741733 501c3 43737 0 biomedical research Johns Hopkins University 733 North Broadway Baltimore MD 21218 520595110 501c3 2722467 0 biomedical research New York University 70 Washington Square South New York NY 10012 135562308 501c3 70665 0 biomedical research Population Council ONE DAG HAMMARSKJOLD PLAZA New York NY 10017 131687001 501c3 233687 0 biomedical research Public Health Foundation Enterprises 12801 CROSSROADS PKW S City of Industry CA 91746 952557063 501c3 110588 0 biomedical research University of Michigan 500 S State St Ann Arbor MI 48109 386006309 501c3 88214 0 biomedical research Research Foundation for Mental Hygiene 150 BROADWAY Menands NY 12204 141410842 501c3 412853 0 biomedical research Research Triangle Institute 5265 Capital Boulevard Raleigh NC 27616 560686338 501c3 788446 0 biomedical research San Francisco Dept of Public Health 1380 HOWARD ST San Francisco CA 94103 000000000 501c3 19935 0 biomedical research Tulane University 800 EAST COMMERCE RD Harahan LA 70123 720423889 501c3 21199 0 biomedical research University of Texas ONE UTSA CIRCLE San Antonio TX 78249 746000089 501c3 379008 0 biomedical research University of California Los Angeles 405 HILGARD AVENUE Los Angeles CA 90095 956006143 501c3 274931 0 biomedical research University of Alabama at Birmingham 1720 SECOND AVE SOUTH Birmingham AL 35294 636005396 501c3 26275 0 biomedical research University of California San Diego 9500 GILMAN AVENUE La Jolla CA 92093 956006144 501c3 189772 0 biomedical research University of Colorado Denver 1775 AURORA COURT Denver CO 80045 846000555 501c3 232966 0 biomedical research University of North Carolina at Chapel Hill 104 AIRPORT DR Chapel Hill NC 27599 566001393 501c3 566211 0 biomedical research University of Pittsburgh 4200 Fifth Avenue Pittsburgh PA 15260 250965591 501c3 9354822 biomedical research University of Puerto Rico Americo Miranda Avenue San Juan PR 00936 660433762 501c3 86532 0 biomedical research University of Washington Gerberding Hall G80 Seattle WA 98195 916001537 501c3 1193198 0 biomedical research 27 0 Schedule I, Part I, Line 2 Each recipient of grant funds enters into a contract with MWRIF. The contract details the allowable uses of the funds and includes a detailed budget listing anticipated expenditures. Funds are released to recipients on a cost reimbursement basis. The recipient must submit a report summarizing the expenditures incurred; this report is reviewed by MWRIF against the terms of the contract and only then are the funds released. X 1 1 X 0 0 0 0 0 0 0 1 0 Yoel Sadovsky Executive Director/Professor 450030 0 91676 0 2553 0 46318 0 18251 0 608828 0 Arthur Scully III Vice President 186353 0 0 0 600 0 23019 0 16519 0 226491 0 Gerald Schatten Professor 294814 0 7709 0 600 0 31205 0 19470 0 353798 0 Sharon Hillier Professor 244652 0 50000 0 600 0 29783 0 13464 0 338499 0 Ian McGowan Professor 210648 0 50000 0 600 0 29095 0 8739 0 299082 0 Sharon Achilles Assistant Professor 173055 0 24764 0 593 0 20778 0 280 0 219470 0 Kyle Orwig Associate Professor 188655 0 0 0 600 0 22900 0 6552 0 218707 0 0 Schedule J, Part I, Line 1a Membership dues for the Duquesne Club, a private club located in Pittsburgh's downtown business district, are paid by MWRIF for Arthur Scully, VP of Development. The club is used to host Board and donor meetings and related events. Schedule J, Part I, Line 3 The Executive Director is dually employed by both the University of Pittsburgh and the University of Pittsburgh Medical Center (UPMC). 100% of his time is spent on either his own medical research or his Executive Director responsibilities, so MWRIF is financially responsible for his total compensation. Each of the three organizations are involved in evaluating the ED's compensation taking into consideration accomplishments, responsibilities, and comparison to AAMC (American Association of Medical Colleges) benchmarks. The initial salary as well as any subsequent adjustments must be approved by senior management of the University and UPMC, and also is approved by selected external members of the MWRIF Board. A written employment contract is used by both the University and UPMC to document all employment terms including compensation. All paperwork regarding the process and approvals is maintained by the respective organizations. Schedule J, Part I, Line 7 In addition to a base compensation from each employer, Dr. Sadovsky (ED) is eligible for incentive compensation as follows: *from UPMC, he is eligible for performance based incentive compensation as part of his employment contract. Performance against a list of predetermined goals is evaluated annually and payment made in the subsequent fiscal year. *From the University of Pittsburgh, he is eligible for a research incentive based on certain criteria established by the University for all researchers. This is tied to his own research lab and is not related to his function as Executive Director of MWRIF. Gerald Schatten, Sharon Hillier, Ian McGowan, Sharon Achilles, and Kyle Orwig are also eligible for the University of Pittsburgh research incentive mentioned above if they meet the criteria established by the University. Schedule J, Part II (also Part VII Line 5) Arthur Scully, MWRIF VP of Development, is employed and compensated by the University of Pittsburgh and UPMC Medical and Health Sciences Foundation but solely supports MWRIF. His reportable compensation from the University for 2014 tax year was $186,954 and his other compensation for the same period totaled $39,538. (Part VII Line 4) Only those individuals referenced in Part VII Line 4 are listed in the table on Schedule J Part II. X 14 385316 FMV X jewelry & accessories for auction 3 3438 retail price X Gift certificates for auction 11 2294 face value X Food gift baskets for auction 2 300 retail price X Household items for auction 3 1449 retail value 0 0 1 1 Schedule M, Part I, Line 32b Registered brokers are used to sell stock contributions. Contributed stock is immediately sold up on receipt. Form 990, Part I, Line 5 All individuals who work in support of the mission of MWRIF are employed by either the University of Pittsburgh or the University of Pittsburgh Medical Center. MWRIF is billed by each organization for the cost of salary and fringe benefits corresponding to the effort these individuals expend in support of the MWRIF mission. MWRIF records such costs as compensation on its financial statements. Form 990, Part III, Line 4a Focusing on seven key areas of discovery - reproductive development, pregnancy and newborns, gynecology, reproductive physiology and fertility, infectious diseases, female cancers, and women's wellness - Magee-Womens Research Institute & Foundation is conducting unprecedented research in: * Genomic and Epigenomic Networks Through the study of genetics and the changes that occur at a cellular level, physician-scientists are now able to identify cells responsible for birth defects, cancer, and other diseases. Magee is at the forefront of the research that is crucial to take the next step - to create preventative measures to develop more effective, less toxic therapies tailored to an individual patient's illness, making the promise of gender-specific, personalized medicine a reality. * Life Course Science Life course science studies the influence of early or midlife events on the health of the individual later in life and the future health of their children. For example, diverse factors play a significant role in future brain development and research has shown that low-birth-weight babies have a higher risk of diabetes, obesity, and heart disease. By leading the research in this area, Magee scientists are creating better interventions for prevention of disease and improved health among women and their children. * Germ Cell Biology Magee has redefined aging for several conditions that affect mature women, such as menopause, osteoporosis, and pelvic floor health. Now, its physician-scientists are taking this innovative research a step further, focusing on the process of reproductive aging at a young age to better understand aging in ovarian and testicular germ cells, as well as in the placenta. By doing so, they will gain a clearer understanding of premature aging of these organs, and discover the impact on fertility, pregnancy, and general women's wellness. * Gender-based Biology and Personalized Medicine Through interaction with researchers at the University of Pittsburgh, Magee researchers are better defining the role of gender in many non-reproductive diseases. Probing beyond the X- or Y-chromosomes, they are better defining genomic gender, and the impact of female physiology on conditions that were historically only studied in males, which is essential for affecting a personalized approach to medicine and wellness. Form 990, Part VI, Section A, Line 2 Directors Arthur Levine and Linda Melada have a family relationship. Form 990, Part VI, Section B, Line 11b After completion by the Manager of Accounting, the Form 990 is reviewed internally by the Director of Finance and externally by a representative of the National Exempt Organization Tax Services Division of Ernst and Young LLP. The Audit Committee, a sub-committee of the Board of Directors, then is engaged to review the Form 990 on behalf of the Board and provide a report to them prior to filing the return. The full Board of Directors is provided a copy of the Form prior to filing. Form 990, Part VI, Section B, Line 12c The organization has a conflict of interest policy that is driven by the classification of individual as follows: * Board members are required to sign a formal conflict of interest questionnaire annually prior to the beginning of each fiscal year for which they are a member. The forms are reviewed internally by the VP of Development and Communications and actual or potential conflicts are reported to the Board Chair. * Designated individuals (managers and above, and any employee holding a position of influence or trust) supporting MWRIF who are employed by UPMC are required to follow their employer mandated conflict of interest policy which includes annual electronic disclosures, as well as additional disclosures as related circumstances change. These are reviewed and monitored by the UPMC Ethics and Compliance Committee. If potential and actual conflicts are identified, a Conflict Management Plan must be developed and submitted to the Committee. Failure to disclose potential conflicts or to follow the approved conflict management plan will result in disciplinary action. * Designated individuals (all faculty, staff with administrator IV title or above and any others designated based on their responsibilities) working at MWRIF who are employees of the University of Pittsburgh are required to follow their employer mandated conflict of interest policy which includes annual electronic conflict of interest disclosures, as well as additional disclosures as related circumstances change. These are reviewed by the individual's department head and reported to University senior management as well as maintained by the Conflict of Interest Committee. Potential or actual conflicts are handled by the employees first line supervisor and a management plan developed. The plan is submitted to senior management as well as the COI committee for review. Sanctions may be applied for non-compliance with the requirements of the policy or with management plans, including a letter of reprimand, special monitoring of future work, removal from the particular project, probation, suspension, salary reduction, or initiation of steps leading to possible reduction in rank or termination of employment. Form 990, Part VI, Section B, Line 15 The Executive Director is dually employed by both the University of Pittsburgh and the University of Pittsburgh Medical Center (UPMC). 100% of his time is spent on either his own medical research (about 46 hours/week average) or his Executive Director responsibilities (an additional 46 hours/week average, for a total of 92 hours/week average). MWIF is financially responsible for his total compensation and reimburses the University of Pittsburgh and UPMC for his compensation. Each of the three organizations are involved in evaluating the ED's compensation taking into consideration accomplishments, responsibilities, and comparing against AAMC (American Association of Medical Colleges) benchmarks. The initial salary as well as any subsequent adjustments must be approved by senior management of the University and UPMC, and also is approved by selected external members of the MWRIF Board. All paperwork regarding the process and approvals is maintained by the respective organizations. Form 990, Part VI, Section C, Line 19 The Conflict of Interest policy, governing documents and financials statements are available in the organization's business office located at 3339 Ward Street, Pittsburgh, PA 15213