2016-08-10T16:56:42-05:00 2015-12-31 PricewaterhouseCoopers LLP 600 13TH ST NW STE 1000 WASHINGTON DC 20005 990 2015-01-01 464588696 THE GRADUATE SCHOOL OF THE STOWERS INSTITUTE FOR MEDICAL RESEARCH % J SCOTT PETTET GRAD 8169264400 1000 EAST 50TH STREET KANSAS MO 64110 WILLIAM B NEAVES PRESIDENT 8169264000 2016-08-09 true MICHELLE MICHALOWSKI P00755304 2024141000 2015 2016-12-15 16:53:06Z DAVID M CHAO 1000 E 50TH STREET KANSAS CITY MO 64110 2813141 false X WWW.STOWERS.ORG/GRADSCHOOL X 2013 MO THE GRADUATE SCHOOL OF SIMR'S("GSSIMR") EXEMPT PURPOSE IS TO PROVIDE GRADUATE EDUCATION THAT WILL PREPARE SCHOLARS FOR SCIENTIFIC RESEARCH IN THE BIOLOGICAL SCIENCES. 5 2 4 2 0 2000000 1520000 0 0 5814 26036 117 167 2005931 1546203 360778 518260 0 0 311881 536403 0 0 0 150508 178647 823167 1233310 1182764 312893 3353072 3578490 228458 145732 3124614 3432758 X THE GRADUATE SCHOOL OF THE STOWERS INSTITUTE FOR MEDICAL RESEARCH ("GGSIMR") IS A TAX-EXEMPT ORGANIZATION WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND FURTHER DESCRIBED AS AN EDUCATIONAL ORGANIZATION UNDER SECTION 170(b)(1)(A)(ii) OF THE CODE. GSSIMR PROVIDES GRADUATE EDUCATION RELATING TO MEDICAL OR SCIENTIFIC RESEARCH WITH AN EMPHASIS ON INNOVATIVE RESEARCH TECHNIQUES IN THE BIOLOGICAL SCIENCES. GSSIMR OFFERS A RESEARCH BASED PH.D. IN BIOLOGY AND OTHER INSTRUCTION PROGRAMS. false false 681131 351581 0 THE MISSION OF THE GRADUATE SCHOOL OF THE STOWERS INSTITUTE FOR MEDICAL RESEARCH IS TO PREPARE A SUPERB CADRE OF PREDOCTORAL RESEARCHERS FROM AROUND THE WORLD FOR THE PURSUIT OF INNOVATIVE AND CREATIVE INVESTIGATIONS IN THE BIOLOGICAL SCIENCES. ALL SUCCESSFUL APPLICANTS SHARE A DEMONSTRATED ABILITY TO PERFORM BIOLOGICAL RESEARCH, AS EVIDENCED BY PREVIOUS RESEARCH EXPERIENCE. THE PROGRAM FOCUSES ON EXTENDING THE ABILITY OF PREDOCTORAL RESEARCHERS THROUGH HANDS-ON LABORATORY EXPERIENCE THAT STRESSES HIGHLY CRITICAL THINKING IN COMBINATION WITH IN-DEPTH EXPERIENCE IN THE LATEST METHODOLOGIES. PREDOCTORAL RESEARCHERS PERFORM THESIS RESEARCH IN LABORATORIES WORKING AT THE CUTTING EDGE OF MODERN BIOLOGICAL INQUIRY. IN AN AVERAGE TIME OF FIVE YEARS FROM MATRICULATION, PREDOCTORAL RESEARCHERS ARE EXPECTED TO DEVELOP AND EXECUTE A RESEARCH PROJECT THAT ADDRESSES A SIGNIFICANT BIOLOGICAL QUESTION, WHICH WILL RESULT IN A PH.D. IN BIOLOGY. THE PROGRAM OF GSSIMR STRESSES CRITICAL THINKING AND THE RAPID DEVELOPMENT OF EXPERIMENTAL PROWESS, INSTEAD OF TRADITIONAL DIDACTIC COURSEWORK. IN AUGUST, THE PREDOCTORAL RESEARCH PROGRAM STARTS WITH A SERIES OF INTENSIVE ALL-DAY MODULAR SEMINARS WITH TOPICS RANGING FROM TRANSCRIPTION AND CHROMATIN TO DEVELOPMENTAL BIOLOGY AND ADVANCED IMAGING. THE MODULES INCLUDE SIGNIFICANT LAB WORK, AS WELL AS LECTURES AND CRITICAL READING AND DISCUSSION OF RELEVANT PAPERS. A CONCURRENT FIFTEEN-WEEK SEMINAR SERIES IS DEVOTED TO THE DEVELOPMENT OF THE NECESSARY PROFICIENCY IN CRITICAL THINKING, READING, AND WRITING. IN SPRING OF THEIR FIRST YEAR, PREDOCTORAL RESEARCHERS ENGAGE IN THREE CONSECUTIVE TWO-MONTH ROTATIONS IN LABS OF THEIR CHOICE. UNDISTRACTED BY TRADITIONAL COURSEWORK, EXPECTATIONS ARE EXTREMELY HIGH FOR PREDOCTORAL RESEARCHERS TO FOCUS ALMOST EXCLUSIVELY ON A SHORT-TERM RESEARCH PROJECT. PREDOCTORAL RESEARCHERS ENTER THEIR THESIS LABS IN JUNE OF THEIR FIRST YEAR AND UNDERGO AN ASSESSMENT OF KNOWLEDGE, PERFORMANCE, AND RESEARCH PROGRESS WITHIN THE FIRST THREE YEARS OF THE PROGRAM. THE PROGRAM CULMINATES WITH THE EXPECTATION THAT EACH PREDOCTORAL RESEARCHER IS ABLE TO IDENTIFY INTERESTING BIOLOGICAL PROBLEMS, DEVISE INTERDISCIPLINARY APPROACHES TO THOSE PROBLEMS, AND EXECUTE INVESTIGATIONS USING THE BEST TOOLS AVAILABLE. THE COMPLETION OF A BODY OF RESEARCH THAT ADDRESSES A SIGNIFICANT BIOLOGICAL PROBLEM AND IS LIKELY TO RESULT IN AT LEAST ONE PUBLICATION IN A HIGH-IMPACT JOURNAL IS REQUIRED FOR THE SUCCESSFUL COMPLETION OF THE PH.D. RESEARCH PROGRAM. THE PUBLICATION FORMS THE MAIN BODY OF A THESIS. A DETAILED LITERATURE REVIEW PRECEDES THE THESIS AND A DISCUSSION OF THE POSSIBLE NEXT STEPS IN THE RESEARCH FOLLOWS THE THESIS. PRESENTATION OF AN OPEN SEMINAR ALSO IS REQUIRED TO COMPLETE THE RESEARCH PROGRAM. AFTER A PERIOD OF ORGANIZATION, PREPARATION AND RECRUITMENT, THE FIRST CLASS OF GSSIMR BEGAN THE PH.D. PROGRAM IN AUGUST 2012. AT THE END OF 2015, THE PROGRAM CONSISTED OF FOUR CLASSES, MADE UP OF 30 PREDOCTORAL RESEARCHERS WITH VARIOUS SCIENTIFIC RESEARCH BACKGROUNDS FROM 12 DIFFERENT COUNTRIES. 267652 166679 0 GSSIMR HAS ANOTHER INSTRUCTION PROGRAM KNOWN AS THE STOWERS SUMMER SCHOLARS PROGRAM. THE MISSION OF THE STOWERS SUMMER SCHOLARS PROGRAM IS TO PROVIDE AN INVALUABLE LABORATORY EXPERIENCE FOR THOSE SERIOUS SCIENCE SCHOLARS WHO ARE INTERESTED IN LEARNING MORE ABOUT GRADUATE SCHOOL AND A FUTURE IN ACADEMIC RESEARCH. EACH SCHOLAR PARTICIPATING IN THE STOWERS SUMMER SCHOLARS PROGRAM WORKS ON AN INDEPENDENT RESEARCH PROJECT. THE PROGRAM OFFERS SCHOLARS THE OPPORTUNITY TO BECOME IMMERSED IN A RESEARCH TOPIC FOR A FULL-TIME TEN-WEEK PERIOD. STOWERS SCHOLARS HAVE OPPORTUNITIES TO INTERACT AND COLLABORATE WITH OTHER MEMBERS OF THEIR LABORATORY AND THE STOWERS COMMUNITY AS A WHOLE. IN THIS WAY, STOWERS SCHOLARS EXPERIENCE NOT ONLY THE INTELLECTUAL BUT ALSO THE COLLABORATIVE SPIRIT OF RESEARCH. IN ADDITION, STOWERS SCHOLARS HAVE THE OPPORTUNITY TO FAMILIARIZE THEMSELVES WITH THE LATEST TECHNIQUES IN LABORATORIES AND SUPPORTING CORE CENTERS, WHICH ARE EQUIPPED WITH THE MOST ADVANCED TECHNOLOGY. STOWERS SCHOLARS SPEND THE VAST MAJORITY OF THEIR TIME IN THE LABORATORY. ALL SCHOLARS ARE REQUIRED TO ATTEND WEEKLY SCIENTIFIC SEMINARS ON AN ARRAY OF RESEARCH TOPICS. OTHER ACTIVITIES INCLUDE A WEEKLY LUNCH WHERE SCHOLARS CAN SHARE IDEAS AND DISCUSS INDIVIDUAL PROJECTS AND EXPERIMENTS. AT THE COMPLETION OF THE PROGRAM, SCHOLARS PRESENT THEIR WORK IN AN ALL-INSTITUTE POSTER SESSION. IN 2015, THE STOWERS SUMMER SCHOLARS PROGRAM HAD 30 PARTICIPANTS FROM NINE COUNTRIES, REPRESENTED 25 SCHOOLS, AND PERFORMED RESEARCH IN 12 DIFFERENT LABS AT THE STOWERS INSTITUTE. 948783 true true false false false false false false false false false false false false false true false true true false false false false false false false false false true true false false false false false false false false true false false false false true false false false true 3 0 true 4 true false false false false false false false false false false X 5 2 true false false false false false false true true false false true true true true true true false false false X J SCOTT PETTET 8169264000 1000 E 50TH STREET KANSAS CITY MO 64110 X DAVID M CHAO DIRECTOR & PRESIDENT 1.0 44.0 X X 0 1443428 40708 WILLIAM B NEAVES DIRECTOR 1.0 45.0 X 0 525001 53445 ROBERT E KRUMLAUF DIRECTOR 1.0 42.0 X 0 514754 58184 CARL RHODES DIRECTOR 2.0 0.0 X 0 0 0 PHILIP SILVERMAN DIRECTOR 2.0 0.0 X 0 0 0 R SCOTT HAWLEY VICE PRESIDENT & DEAN 1.0 40.0 X 0 344405 52993 RODERICK L STURGEON TREASURER 1.0 47.0 X 0 1444652 55392 DAVID A WELTE SECRETARY 1.0 48.0 X 0 1249459 59169 SUSAN WEIGEL ASSOCIATE DEAN FOR ADMINI. 40.0 0.0 X 104450 0 28414 ANA PEDRAZA ASSOCIATE DEAN FOR ACADMC AFF. 40.0 0.0 X 103616 0 15948 208066 5521699 364253 2 false true false 0 1300000 220000 1300000 1520000 0 22097 22097 0 0 0 0 0 1270877 1266938 3939 3939 3939 0 0 0 MISSOURI TIMELY FILING DISCOUNT 900099 167 167 167 1546203 26203 0 518260 518260 0 0 0 0 372022 220417 151605 46601 46601 94237 63503 30734 23543 23543 0 1148 1148 0 0 0 0 33097 29477 3620 0 28659 19176 9483 2736 2736 0 0 39281 35597 3684 0 44416 41278 3138 0 0 0 0 SUPPLIES & EQUIPMENT 11857 11471 386 OTHER EXPENSES 17453 9604 7849 1233310 948783 284527 0 430098 0 0 471025 0 0 0 0 0 0 0 0 0 0 0 0 0 5000 0 2921550 2971735 0 0 0 0 0 0 1424 130730 3353072 3578490 228458 145732 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 228458 145732 X 3124614 3396089 0 36669 0 0 3124614 3432758 3353072 3578490 312893 -4749 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X PART X, LINE 2: FIN 48 FINANCIAL STATEMENT FOOTNOTE FROM THE CONSOLIDATED STATEMENTS OF STOWERS INSTITUTE FOR MEDICAL RESEARCH (THE INSTITUTE), OF WHICH GSSIMR IS INCLUDED , IS AS FOLLOWS: THE INSTITUTE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. THE INSTITUTE INCLUDES FIVE TAX-EXEMPT ENTITIES AS DESCRIBED IN 501(C)(3) AND ONE TAX-EXEMPT ENTITY AS DESCRIBED IN 501(C)(2) OF THE CODE. THEREFORE, IT IS THE INSTITUTES'S TAX POSITION THAT THESE SIX ENTITIES ARE EXEMPT FROM FEDERAL INCOME TAXES. true true true true true true true false false false false false false false false false false true PART I, LINE 3: NOTICE OF THE NON-DISCRIMINATION POLICY IS MADE KNOWN TO THE GENERAL COMMUNITY AS PUBLISHED ON THE STOWERS.ORG/GRADSCHOOL WEBSITE AND IN ALL BROCHURES AND PUBLICATIONS DEALING WITH RESEARCHER ADMISSIONS AND PROGRAMS. RESEARCHERS IN GSSIMR PROGRAMS COME FROM MULTIFACETED DOMESTIC US AND INTERNATIONAL COMMUNITIES. true FELLOWSHIP STIPENDS PROVIDED TO RESEARCHERS 60 444640 73620 FMV SEE SCH I, PART IV SCHEDULE I, PART I, LINE 2: GSSIMR PROVIDES FELLOWSHIP STIPENDS TO GRADUATE AND UNDERGRADUATE RESEARCHERS IN THEIR PROGRAMS TO AID THEM IN THEIR PURSUIT OF STUDY AND RESEARCH. THE FELLOWSHIP STIPENDS ARE PROVIDED DURING THEIR PERIOD OF STUDY AND RESEARCH AND ARE NOT COMPENSATION FOR ANY SERVICES PROVIDED TO GSSIMR. SCHEDULE I, PART III, LINE 1, COLUMN (F): NON-CASH ASSISTANCE IS PROVIDED TO RESEARCHERS IN THE FORM OF HOUSING, BOOKS, COMPUTERS, AND SIMILAR ITEMS RELATED TO THEIR EDUCATION. false false false false false false false false false DAVID M CHAO DIRECTOR & PRESIDENT 0 1436552 0 0 0 6876 0 39750 0 958 0 1484136 0 0 WILLIAM B NEAVES DIRECTOR 0 515316 0 0 0 9685 0 39750 0 13695 0 578446 0 0 ROBERT E KRUMLAUF DIRECTOR 0 510086 0 0 0 4668 0 39750 0 18434 0 572938 0 0 R SCOTT HAWLEY VICE PRESIDENT & DEAN 0 340704 0 0 0 3701 0 39750 0 13243 0 397398 0 0 RODERICK L STURGEON TREASURER 0 1364178 0 0 0 80474 0 39750 0 15642 0 1500044 0 0 DAVID A WELTE SECRETARY 0 1169423 0 0 0 80036 0 39750 0 19419 0 1308628 0 0 PART I, LINE 3: DAVID M. CHAO RECEIVED COMPENSATION FROM STOWERS INSTITUTE FOR MEDICAL RESEARCH ("SIMR") IN HIS FULL-TIME ROLE AS PRESIDENT/CEO OF SIMR. WILLIAM B. NEAVES RECEIVED COMPENSATION FROM SIMR IN HIS FULL-TIME ROLE AS PRESIDENT EMERITUS OF SIMR. ROBERT E. KRUMLAUF RECEIVED COMPENSATION FROM SIMR IN HIS FULL-TIME ROLE AS SCIENTIFIC DIRECTOR OF SIMR. R. SCOTT HAWLEY RECEIVED COMPENSATION FROM SIMR IN HIS FULL-TIME ROLE AS INVESTIGATOR OF SIMR. RODERICK L. STURGEON RECEIVED COMPENSATION FROM STOWERS RESOURCE MANAGEMENT INC.("SRM") IN HIS FULL-TIME ROLE AS EXECUTIVE VICE-PRESIDENT AND CFO OF SRM. DAVID A. WELTE RECEIVED COMPENSATION FROM SRM IN HIS FULL-TIME ROLE AS EXECUTIVE VICE-PRESIDENT AND GENERAL COUNSEL OF SRM. BOTH SIMR AND SRM FOLLOW THE PROCEDURES OF THE REBUTTABLE PRESUMPTION TO ESTABLISH THEIR COMPENSATION INCLUDING RETAINING THE SERVICES OF AN INDEPENDENT NATIONALLY KNOWN COMPENSATION CONSULTANT, USING COMPENSATION COMMITTEES AND HAVING WRITTEN EMPLOYMENT CONTRACTS APPROVED BY THE BOARD OF DIRECTORS. X 1 1300000 FAIR MARKET VALUE false true false PART I, COLUMN B: THE AMOUNT SHOWN IN PART I, COLUMN (B) FOR "NUMBER OF CONTRIBUTIONS" REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS AND NOT NECESSARILY THE TOTAL NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, LINE 2: DAVID CHAO, DIRECTOR AND OFFICER OF GSSIMR, WILLIAM B. NEAVES, DIRECTOR OF GSSIMR, AND RODERICK L. STURGEON AND DAVID A. WELTE, OFFICERS OF GSSIMR HAVE A BUSINESS RELATIONSHIP; THEY SERVE ON THE BOARD OF AMERICAN CENTURY COMPANIES, INC. ("ACCI"). ALSO, DAVID M. CHAO, RODERICK L. STURGEON, AND WILLIAM B. NEAVES SERVE ON THE BOARD AND DAVID A. WELTE IS AN OFFICER OF BIOMED VALLEY DISCOVERIES INC. BVD IS A RELATED PARTY TO GSSIMR AS DISCLOSED ON SCHEDULE R. FORM 990, PART VI, LINE 11B: THE DATA AND INFORMATION NECESSARY TO PREPARE GSSIMR'S FORM 990 IS COMPILED BY THE ORGANIZATION'S ACCOUNTING SUPPORT AND THEN REVIEWED BY OUR TAX ATTORNEY AT BRYAN CAVE, LLP. PWC, OUR EXTERNAL TAX PREPARER, USE THIS INFORMATION TO PREPARE THE FORM 990. THE COMPLETED FORM 990, INCLUDING REQUIRED SCHEDULES, IS REVIEWED BY THE DIRECTORS AND OFFICERS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, LINE 12C: GSSIMR HAS ADOPTED A "CONFLICTS OF INTEREST AND DIRECTOR INDEPENDENCE POLICY". EACH DIRECTOR, OFFICER, AND OTHER PERSON WHO IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER DECISIONS OF GSSIMR ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A DISCLOSURE STATEMENT THAT IS PART OF THE POLICY. ALSO, A COVERED PERSON MUST DISCLOSE THE EXISTENCE OF A POTENTIAL CONFLICT AND ALL MATERIAL FACTS TO THE GOVERNING BOARD AS SOON AS THE PERSON HAS KNOWLEDGE THAT A POTENTIAL CONFLICT MIGHT EXIST. GSSIMR ALSO CONDUCTS PERIODIC AND ADHOC REVIEWS OF TRANSACTIONS AND AGREEMENTS TO INSURE THAT IT ENGAGES ONLY IN ACTIVITIES THAT ARE CONSISTENT WITH ITS TAX-EXEMPT PURPOSE. FORM 990, PART VI, LINES 15A & 15B: ALL GSSIMRS OFFICERS AND DIRECTORS ARE COMPENSATED BY ONE OF THE RELATED ORGANIZATIONS LISTED IN SCHEDULE R FOR THE SERVICES PERFORMED IN THEIR OFFICIAL CAPACITY FOR THE RELATED ORGANIZATION. FORM 990, PART VI, LINE 19: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. FORM 990, PART VII, LINE 4: R. SCOTT HAWLEY, AN OFFICER OF THE GRADUATE SCHOOL AND EMPLOYEE OF SIMR, A RELATED ORGANIZATION, ALSO SERVES AS DEAN OF THE GRADUATE SCHOOL. STOWERS INSTITUTE FOR MEDICAL RESEARCH 1000 EAST 50TH STREET KANSAS CITY MO 64110 202993509 MED RESEARCH DE 501(C)(3) 4 NA false STOWERS RESOURCE MANAGEMENT INC 1000 EAST 50TH STREET KANSAS CITY MO 64110 412186719 SUPPORT ORG DE 501(C)(3) 11A-TYPE-1 SIMR false STOWERS REAL ESTATE HOLDING CORPORATION 1000 EAST 50TH STREET KANSAS CITY MO 64110 261472230 TITLE HOLDING DE 501(C)(2) N/A SRM false BIOMED VALLEY CORPORATION 1000 EAST 50TH STREET KANSAS CITY MO 64110 743238244 SUPPORT ORG DE 501(C)(3) 11A-TYPE-1 SIMR false STOWERS SCIENTIFIC EDUCATION INSTITUTE 1000 EAST 50TH STREET KANSAS CITY MO 64110 205916445 SUPPORT ORG DE 501(C)(3) 11A-TYPE-1 SIMR false STOWERS POLICY INSTITUTE 1000 EAST 50TH STREET KANSAS CITY MO 64110 203270502 SEE PART VII DE 501(C)(4) N/A SIMR false BIOMED VALLEY DISCOVERIES INC 1000 EAST 50TH STREET KANSAS CITY MO 64110 061646533 SEE PART VII DE BVC C CORP false false false true false false false false false false false false false false true true true true false false PART II, LINE (6), COLUMN B: STOWERS POLICY INSTITUTE INC. ("SPI") IS AN ADVOCATE FOR A POLITICAL, ECONOMIC, AND SOCIAL ENVIRONMENT THAT ADVANCES AND PROTECTS BIOMEDICAL RESEARCH AND CURES. PART IV, LINE (1), COLUMN B: BIOMED VALLEY DISCOVERIES, INC.'S PRIMARY ACTIVITY IS SCIENTIFIC DISCOVERY DEVELOPMENT. PART V, LINE 1C: STOWERS INSTITUTE FOR MEDICAL RESEARCH ("SIMR") SUPPORTS GSSIMR BY PROVIDING AN ANNUAL CONTRIBUTION IN AN AMOUNT SUFFICIENT TO COVER THEIR CURRENT OPERATING BUDGET.