SALK INSTITUTE FOR BIOLOGICAL STUDIES: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SALK INSTITUTE FOR BIOLOGICAL STUDIES (EIN 95-2160097)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201511349349302176
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T09:24:11-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4370 LA JOLLA VILLAGE DRIVE 500 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952160097 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SALK INSTITUTE FOR BIOLOGICAL STUDIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KIM E WITMER | InCareOfNm |
| Business Name Control | SALK | BusinessNameControlTxt |
| Phone | 8584534100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 N TORREY PINES ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | La Jolla | City |
| State | CA | State |
| ZIP Code | 920371002 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM E WITMER | PersonNm |
| Person Title | SVP & CFO | PersonTitleTxt |
| Signature | 2015-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA HEISKALA | PreparerPersonNm |
| PTIN | P00649485 | PTIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM BRODY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 N TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 920371002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $237,019,268 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SALK.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | BASIC RESEARCH IN THE FOLLOWING: MOLECULAR BIOLOGY & GENETICS, NEUROSCIENCE, AND PLANT BIOLOGY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 1031 | TotalEmployeeCnt |
| Total Volunteers | 151 | TotalVolunteersCnt |
| Total Gross UBI | -$2,309 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$13,397 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $131,344,685 | PYContributionsGrantsAmt |
| CY Contributions Grants | $138,079,570 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,538,405 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,322,631 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,670,457 | PYOtherRevenueAmt |
| CY Other Revenue | $2,219,101 | CYOtherRevenueAmt |
| PY Total Revenue | $139,553,547 | PYTotalRevenueAmt |
| CY Total Revenue | $169,621,302 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $65,503,161 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $64,194,555 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,845,547 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $52,056,265 | PYOtherExpensesAmt |
| CY Other Expenses | $55,571,981 | CYOtherExpensesAmt |
| PY Total Expenses | $117,559,426 | PYTotalExpensesAmt |
| CY Total Expenses | $119,766,536 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,994,121 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $49,854,766 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $414,387,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $478,180,718 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $103,916,409 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $99,223,939 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $310,470,927 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $378,956,779 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INVOLVED IN RESEARCH ACTIVITIES, THE OBJECTIVES OF WHICH ARE THE ADVANCEMENT AND DISSEMINATION OF KNOWLEDGE RELEVANT TO THE HEALTH AND WELLBEING OF MAN. THE OBJECTIVES ARE MET PRIMARILY THROUGH RESEARCH AND ADVANCED INSTRUCTION IN (A) BIOLOGY, (B) THE CAUSE, PREVENTION AND CURE OF DISEASES, AND (C) THE FACTORS AND CIRCUMSTANCES CONDUCIVE TO THE FULFILLMENT OF MAN'S BIOLOGICAL POTENTIAL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $103,168,835 | ExpenseAmt |
| Desc | SCIENTISTS HELP EXPLAIN VISUAL SYSTEM'S REMARKABLE ABILITY TO RECOGNIZE COMPLEX OBJECTS - In a complementary pair of studies published in Neuron and the Proceedings of the National Academy of Sciences, a team of Salk neuroscientists has advanced the understanding of translation invariance-how the brain distinguishes different visual stimuli even as the stimuli move around in space. They discovered that in a part of the visual cortex called area V4, neurons have a large receptive field that can compute complex shapes such as contours. But they learned there is a trade-off between the complexity of the stimulus and the degree to which a neuron can recognize it as it moves from place to place. Understanding how the brain processes information to create a visual image might one day allow for direct stimulation of neurons in the cortex, allowing blind humans to regain sight. Such understanding also holds value for building computer systems that act more like humans. [7/1/13] UNIQUE EPIGENOMIC CODE IDENTIFIED DURING HUMAN BRAIN DEVELOPMENT - In a study published in Science, Salk researchers showed that the landscape of DNA methylation, a particular type of epigenomic modification, is highly dynamic in brain cells during the transition from birth to adulthood, helping to understand how information in the genomes of cells in the brain is controlled. They identified the exact sites of DNA methylation and found that one form is present in neurons and glia from birth while a second form, almost exclusive to neurons, accumulates as the brain matures, becoming the dominant form of methylation in the genome of human neurons. This new information forms a critical foundation for exploring whether changes in methylation patterns may be linked to human diseases, including psychiatric disorders. [7/4/13] SALK SCIENTISTS ADD NEW BOND TO PROTEIN ENGINEERING TOOLBOX - Because proteins are the workhorses of cells, adopting conformations that allow them to set off chemical reactions, send signals and transport materials, scientists who are designing new drugs often engineer their own novel proteins. But linking two parts of a protein in a predictable and permanent way has been notoriously hard. As reported in Nature Methods, Salk researchers have developed a new tool for protein engineering. They began by creating a new amino acid, different from the 20 that exist naturally, called p-2-fluoroacetyl-phenylalanine, or Ffact. They then designed three proteins using Ffact in their sequences. Tests of the proteins showed that they formed a covalent bond with Ffact that was both irreversible and had just the right strength. The team plans to create additional amino acids that can form other kinds of bonds, adding more tools to the protein engineering kit that is so important to designing new drugs, imaging agents or molecules that aid basic research. [8/5/13] POTENT MECHANISM HELPS VIRUSES SHUT DOWN BODY'S DEFENSE SYSTEM AGAINST INFECTION - A team of Salk scientists has uncovered a previously unknown mechanism of enveloped viruses (common viruses with an outer wrapping of a lipid membrane) that inhibits the body's normal antiviral response and published their findings in Cell Host and Microbe. The researchers learned that a substance called phosphatidylserine (PtdSer), found on the surface of enveloped viruses, binds to extracellular proteins and activates TAM receptors on immune cells. TAM receptor activation turns off a set of genes called interferons that play a key role in antiviral defense. Understanding this mechanism has allowed the team to begin testing small-molecule drugs that block the virus's ability to activate TAM receptors, a novel approach that may prove effective against such viruses as West Nile, dengue, influenza, Ebola, Marburg and hepatitis B. [8/14/13] DRUG BLOCKS LIGHT SENSORS IN EYE THAT MAY TRIGGER MIGRAINE ATTACKS - A previous discovery at the Salk Institute showed that melanopsin, a receptor found in neurons connecting the eyes and brain, is responsible for sensing light independently of normal vision, and is also vital for maintaining sleep cycles, constricting the pupil in bright light and potentially exacerbating the light-sensitivity associated with migraine headaches. Building on that discovery, Salk researchers have identified a group of chemicals dubbed opsinamides that selectively blocks melanopsin. Testing in mice proved that opsinamides stop melanopsin from signaling the brain when the eyes are exposed to bright light. The study, published in Nature Chemical Biology, could help people with migraines or circadian rhythm imbalances maintain normal work schedules and productivity. [8/26/13] INSULIN PLAYS A ROLE IN MEDIATING WORMS' PERCEPTIONS AND BEHAVIORS - To better understand how information travels through the brain, scientists study neural connections. In an article published in Nature Neuroscience, Salk scientists reported a striking discovery of flexibility in neural circuitry and detailed its influence on behaviors in the roundworm Caenorhabditis elegans. By exposing the worm to salt within a certain concentration range, the team found that, as opposed to previous belief, more than one type of neuron is involved in processing sensory cues, and that the olfactory neuron was crucial for the worm's movement toward the salt. Additionally, they discovered that an insulin neuropeptide, subsequently identified as INS-6, was being released by the salt-sensing neuron to shape the animal's behavior. Similar neuropeptide communication may create flexible neural circuits that mediate the diverse behaviors that animals and people perform in their environments. This study adds important new data to our knowledge of how the human brain functions. [9/13/13] INDUCED PLURIPOTENT STEM CELLS REVEAL DIFFERENCES BETWEEN HUMANS AND GREAT APES - For the first time, chimpanzee and bonobo skin cells have been turned into induced pluripotent stem cells (iPSCs) by a team at the Salk. Scientists regularly use iPSCs to model diseases and this new advancement will be used to explore some of the evolutionary differences between humans and non-human primates. The team has already found disparities in the regulation of jumping genes-DNA elements that copy and paste themselves into spots throughout the genome-between humans and non-human primate cells. Jumping genes allow the rapid shuffling of DNA and, according to the scientists, may be shaping the evolution of our genomes. As published in Nature, the study reported that jumping genes appear to be more restricted in humans than in chimpanzees or bonobos. Further comparison and examination of the iSPCs will provide clues to better understanding biological processes, such as infection, diseases, brain evolution, adaptation and genetic diversity. [10/23/13] GENERATING "MINI-KIDNEY" STRUCTURES FROM HUMAN STEM CELLS MAY LEAD TO MUCH-NEEDED THERAPIES FOR KIDNEY DISEASE - In pioneering work that Science magazine named runner-up for 2013 Breakthrough of the Year, a team of Salk scientists became the first to coax human stem cells into forming three-dimensional cellular structures similar to those found in human kidneys. The findings were reported in Nature Cell Biology. To test their protocol, the team collected induced pluripotent stem cells (iPSCs) from a patient with a genetic disorder known as polycystic kidney disease (PKD), then produced kidney structures from the patient-derived iPSCs. Because of the many clinical manifestations of PKD, neither gene- nor antibody-based therapies are realistic approaches for treatment. This unprecedented technique might provide a reliable platform for developing drug-based therapeutics for PKD and other kidney conditions. [11/17/13] CONNECTING THE DOTS BETWEEN GENES AND HUMAN BEHAVIOR - Salk scientists partnering with an international team have advanced the understanding of how genes influence brain structure and cognitive abilities and how neural circuits produce language. They studied individuals with a rare disorder known as Williams syndrome which imparts learning disabilities but also gifts a sociable nature and remarkable verbal and facial recognition abilities. Using sensors to measure brain activity, the researchers presented study participants with both visual and auditory stimuli and charted the small changes in voltage generated by different areas of the brain. They discovered that the ventral portion of the brain appeared to exhibit plasticity in analyzing information. They also found that Williams is due not to a single gene but to distinct subsets of genes, hinting that the syndrome is more complex than originally thought. The results, published in Developmental Neuropsychology, may lead to new insight into such disorders as autism, Down syndrome and schizophrenia. [11/27/13] MISSING MOLECULE IN CHEMICAL PRODUCTION LINE DISCOVERED - Isoprenoids, a diverse class of molecules found in every living organism, are derived from a common building block molecule | Desc |
| Total Program Service Expenses | $103,168,835 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 127 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1031 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| 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 | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM E WITMER | PersonNm |
| Phone | 8584534100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 N TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 920371002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 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 |
|---|---|---|---|---|---|---|---|---|
| William R Brody MD PhD | ||||||||
| President | 50.0 | 0.0 | Yes (X) | Yes (X) | $850,488 | $0 | $143,986 | |
| Irwin M Jacobs SM ScD | ||||||||
| Chair | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Darlene M Shiley | ||||||||
| Vice Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Theodore Waitt | ||||||||
| Vice Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Thomas D Albright PhD | ||||||||
| Trustee/Professor | 50.0 | 0.0 | Yes (X) | $260,917 | $0 | $41,733 | ||
| Charles H Brandes | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Linda L Chester | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Frederick J Dotzler | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer L Howse PhD | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dean Kamen | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Christoper R Kintner PHD | ||||||||
| Trustee/Professor | 50.0 | 0.0 | Yes (X) | $212,132 | $0 | $31,770 | ||
| Benjamin H Lewis | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Corinne Mentzelopoulos | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Howard H Newman PhD | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ralph S O'Connor | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Gerald S Parsky | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Frederik Paulsen PhD | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Caryl Philips | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Conrad T Prebys | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ernest S Rady | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Faye Hunter | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mary Jane Salk | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Benjamin S Schapiro | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Carla J Shatz PhD | ||||||||
| Trustee/Non Resident Fellow | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jerre L Stead | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David F Hale | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Harvey P White | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Marna C Whittington PhD | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| M Faye Wilson | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Daniel C Lewis | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sanjay K Jha PhD | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John A T Young PhD | ||||||||
| Trustee/Professor | 50.0 | 0.0 | Yes (X) | $258,331 | $0 | $30,371 | ||
| Elizabeth Keadle | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Alan D Gold | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Marsha A Chandler PhD | ||||||||
| Exec. Vice Pres/COO | 50.0 | 0.0 | Yes (X) | $448,906 | $0 | $34,533 | ||
| Julia A Miller JD | ||||||||
| Secretary/Gen. Counsel | 50.0 | 0.0 | Yes (X) | $260,118 | $0 | $45,903 | ||
| Kim E Witmer | ||||||||
| Treasurer/Sr. VP/CFO | 50.0 | 0.0 | Yes (X) | $342,817 | $0 | $47,462 | ||
| Fred H Gage PhD | ||||||||
| Professor | 50.0 | 0.0 | $331,896 | $0 | $43,986 | Yes (X) | ||
| Rebecca R Newman | ||||||||
| VP, External Relations | 50.0 | 0.0 | $372,303 | $0 | $34,533 | Yes (X) | ||
| Inder Verma PhD | ||||||||
| Professor | 50.0 | 0.0 | $385,183 | $0 | $43,986 | Yes (X) | ||
| Anthony Hunter Ph D | ||||||||
| Professor | 50.0 | 0.0 | $324,907 | $0 | $47,332 | Yes (X) | ||
| Dennis O'Leary PhD | ||||||||
| Professor | 50.0 | 0.0 | $323,777 | $0 | $47,172 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,371,775 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $592,767 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 84 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUDOLPH SLETTEN INC | |||||
| 10955 VISTA SORRENTO PKWY | SAN DIEGO | CA | 92130 | General Contractor | $178,186 |
| UC REGENTS SAN DIEGO | |||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | TRNG PROGRAM/SUBCONT | $1,498,202 |
| SECURITAS SECURITY SERVICE | |||||
| FILE 57220 | LOS ANGELES | CA | 90074 | SECURITY | $554,699 |
| SAN DIEGO SYMPHONY | |||||
| 1245 SEVENTH AVE | SAN DIEGO | CA | 92101 | ENTERTAINMENT | $162,000 |
| BARNEY BARNEY LLC | |||||
| 9665 GRANITE RIDGE DR SUITE 600 | SAN DIEGO | CA | 92123 | BROKER | $158,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $595,640 | FundraisingAmt |
| Government Grants | $58,633,964 | GovernmentGrantsAmt |
| All Other Contributions | $78,849,966 | AllOtherContributionsAmt |
| Noncash Contributions | $2,149,780 | NoncashContributionsAmt |
| Total Contributions | $138,079,570 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,795,544 | TotalRevenueColumnAmt |
| Exclusion | $2,795,544 | 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 | $2,124,677 | TotalRevenueColumnAmt |
| Exclusion | $2,124,677 | ExclusionAmt |
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 |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $93,658,436 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,131,349 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,527,087 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,527,087 | TotalRevenueColumnAmt |
| Exclusion | $26,527,087 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $186,635 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $595,640 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $266,617 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$79,982 | TotalRevenueColumnAmt |
| Exclusion | -$79,982 | ExclusionAmt |
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 |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ENERGY REBATE | 900099 | $145,516 | $145,516 | |
| OIL ROYALTIES | 900099 | $5,788 | $5,788 | |
| UBI(K-1 FLOW THROUGH INCOME) | 900099 | -$2,309 | -$2,309 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,411 | TotalRevenueColumnAmt |
| Exclusion | $25,411 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $174,406 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,621,302 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,309 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,544,041 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,009,466 | TotalAmt |
| Program Services | $835,254 | ProgramServicesAmt |
| Management And General | $1,975,317 | ManagementAndGeneralAmt |
| Fundraising | $198,895 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,653 | TotalAmt |
| Program Services | $562,653 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,076,359 | TotalAmt |
| Program Services | $40,659,652 | ProgramServicesAmt |
| Management And General | $4,075,883 | ManagementAndGeneralAmt |
| Fundraising | $2,340,824 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,482,878 | TotalAmt |
| Program Services | $2,874,909 | ProgramServicesAmt |
| Management And General | $437,237 | ManagementAndGeneralAmt |
| Fundraising | $170,732 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,617,257 | TotalAmt |
| Program Services | $5,462,152 | ProgramServicesAmt |
| Management And General | $830,724 | ManagementAndGeneralAmt |
| Fundraising | $324,381 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,445,942 | TotalAmt |
| Program Services | $2,844,420 | ProgramServicesAmt |
| Management And General | $432,600 | ManagementAndGeneralAmt |
| Fundraising | $168,922 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,375 | TotalAmt |
| Program Services | $188,713 | ProgramServicesAmt |
| Management And General | $308,555 | ManagementAndGeneralAmt |
| Fundraising | $107 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,381,103 | TotalAmt |
| Program Services | $1,284,120 | ProgramServicesAmt |
| Management And General | $96,983 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,098 | TotalAmt |
| Management And General | $232,098 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,616 | TotalAmt |
| Management And General | $246,616 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,188,210 | TotalAmt |
| Program Services | $6,494,162 | ProgramServicesAmt |
| Management And General | $361,828 | ManagementAndGeneralAmt |
| Fundraising | $332,220 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,430 | TotalAmt |
| Program Services | $20,595 | ProgramServicesAmt |
| Management And General | $14,989 | ManagementAndGeneralAmt |
| Fundraising | $49,846 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,199,012 | TotalAmt |
| Program Services | $409,313 | ProgramServicesAmt |
| Management And General | $345,173 | ManagementAndGeneralAmt |
| Fundraising | $444,526 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,153,943 | TotalAmt |
| Program Services | $1,658,321 | ProgramServicesAmt |
| Management And General | $394,382 | ManagementAndGeneralAmt |
| Fundraising | $101,240 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,990,310 | TotalAmt |
| Program Services | $5,603,647 | ProgramServicesAmt |
| Management And General | $1,227,121 | ManagementAndGeneralAmt |
| Fundraising | $159,542 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,326 | TotalAmt |
| Program Services | $797,439 | ProgramServicesAmt |
| Management And General | $38,653 | ManagementAndGeneralAmt |
| Fundraising | $67,234 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,327,205 | TotalAmt |
| Program Services | $1,006,811 | ProgramServicesAmt |
| Management And General | $81,203 | ManagementAndGeneralAmt |
| Fundraising | $239,191 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245 | TotalAmt |
| Management And General | $245 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,054,485 | TotalAmt |
| Program Services | $11,319,601 | ProgramServicesAmt |
| Management And General | $499,285 | ManagementAndGeneralAmt |
| Fundraising | $235,599 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,845 | TotalAmt |
| Management And General | $136,845 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SCIENTIFIC SUBCONTRACTS | $5,764,849 | $5,764,849 | ||
| RESEARCH SUPPLIES | $14,875,509 | $14,875,509 | ||
| REPAIRS & PARTS | $435,435 | $405,112 | $26,913 | $3,410 |
| UBI TAXES | $50 | $50 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,935 | TotalAmt |
| Program Services | $101,603 | ProgramServicesAmt |
| Management And General | -$10,546 | ManagementAndGeneralAmt |
| Fundraising | $8,878 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,766,536 | TotalAmt |
| Program Services | $103,168,835 | ProgramServicesAmt |
| Management And General | $11,752,154 | ManagementAndGeneralAmt |
| Fundraising | $4,845,547 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,516,340 | BOYAmt |
| EOY | $14,932,933 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,141,141 | BOYAmt |
| EOY | $46,769,371 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $986,272 | BOYAmt |
| EOY | $1,015,006 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $103,125 | 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 | $2,082,734 | BOYAmt |
| EOY | $1,632,492 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,600 | BOYAmt |
| EOY | $27,920 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $809,375 | BOYAmt |
| EOY | $598,613 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $219,950,232 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $142,543,399 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,896,923 | BOYAmt |
| EOY | $77,406,833 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,257,977 | BOYAmt |
| EOY | $208,701,092 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,441,415 | BOYAmt |
| EOY | $119,889,300 | 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 | $7,221,559 | BOYAmt |
| EOY | $7,104,033 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,387,336 | BOYAmt |
| EOY | $478,180,718 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,458,795 | BOYAmt |
| EOY | $15,680,113 | 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 | $27,075,747 | BOYAmt |
| EOY | $24,723,127 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,547,056 | BOYAmt |
| EOY | $52,919,544 | 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 | $5,834,811 | BOYAmt |
| EOY | $5,901,155 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,916,409 | BOYAmt |
| EOY | $99,223,939 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,663,539 | BOYAmt |
| EOY | $106,869,135 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,698,709 | BOYAmt |
| EOY | $104,742,172 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,108,679 | BOYAmt |
| EOY | $167,345,472 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,470,927 | BOYAmt |
| EOY | $378,956,779 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,387,336 | BOYAmt |
| EOY | $478,180,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $49,854,766 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,631,088 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $114,311,374 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,830,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,948,096 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,344,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,079,570 | CurrentTaxYearAmt |
| Total | $646,514,256 | 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 | $114,311,374 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,830,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,948,096 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,344,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,079,570 | CurrentTaxYearAmt |
| Total | $646,514,256 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $27,089,366 | SubstantialContributorsTotAmt |
| Public Support Total170 | $619,424,890 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,494,564 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,483,205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,407,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,331,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,920,223 | CurrentTaxYearAmt |
| Total | $20,637,317 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,457 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $3,701 | CurrentTaxYearMinus1YearAmt |
| Total | $48,158 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $222,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,981 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $407,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $170,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $176,715 | CurrentTaxYearAmt |
| Total | $995,701 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $668,195,432 | TotalSupportAmt |
| Public Support CY170 | 0.92701 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Description: GLASS ART TOUR 2009: 210,825 2010: 0 2011: 0 2012: 0 2013: 0 Description: OIL ROYALTIES 2009: 7,692 2010: 16,701 2011: 6,794 2012: 2,951 2013: 5,788 Description: NOTE RECEIVABLE INTEREST 2009: 3,660 2010: 2,280 2011: 0 2012: 462 2013: 0 Description: ENERGY REBATE 2009: 0 2010: 0 2011: 400,580 2012: 167,503 2013: 145,516 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $1,680 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,680 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1i | FormAndLineReferenceDesc |
| Explanation | PAID MEMBERSHIP DUES TO RESEARCH AND BIOMEDICAL ORGANIZATIONS, A PORTION OF WHICH ARE CONSIDERED LOBBYING. ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES $ 720 NATIONAL ASSOCIATION FOR BIOMEDICAL RESEARCH $ 960 | ExplanationTxt |
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 | $167,637,178 | BeginningYearBalanceAmt |
| Contributions | $29,641,230 | ContributionsAmt |
| Investment Earnings Or Losses | $27,636,790 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,285,654 | OtherExpendituresAmt |
| End Year Balance | $218,629,544 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $126,725,558 | BeginningYearBalanceAmt |
| Contributions | $24,531,449 | ContributionsAmt |
| Investment Earnings Or Losses | $20,361,663 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,981,493 | OtherExpendituresAmt |
| End Year Balance | $167,637,177 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,493,623 | BeginningYearBalanceAmt |
| Contributions | $18,776,974 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,376,528 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,168,510 | OtherExpendituresAmt |
| End Year Balance | $126,725,559 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $89,420,545 | BeginningYearBalanceAmt |
| Contributions | $12,288,420 | ContributionsAmt |
| Investment Earnings Or Losses | $15,274,598 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,489,940 | OtherExpendituresAmt |
| End Year Balance | $113,493,623 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,360,759 | BeginningYearBalanceAmt |
| Contributions | $11,356,891 | ContributionsAmt |
| Investment Earnings Or Losses | $8,833,640 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,130,745 | OtherExpendituresAmt |
| End Year Balance | $89,420,545 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01530 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98470 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,153,930 | OtherCostOrOtherBasisAmt |
| Book Value | $1,153,930 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $144,097,758 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,160,462 | DepreciationAmt |
| Book Value | $57,937,296 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,469,192 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,382,937 | DepreciationAmt |
| Book Value | $18,086,255 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $229,352 | OtherCostOrOtherBasisAmt |
| Book Value | $229,352 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,406,833 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $119,886,187 | F |
| STOCKS NOT-PUBLICLY TRADED <5% | $3,113 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $119,889,300 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $2,052 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RETIREMENT OBLIGATION | Desc |
| Amt | $5,899,103 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,901,155 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $151,208,131 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,631,088 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$37,310,876 | OtherRevenueAmt |
| Revenue Not Reported | -$18,679,788 | RevenueNotReportedAmt |
| Revenue Subtotal | $169,887,919 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$266,617 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$266,617 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $169,621,302 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $120,033,158 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $266,617 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $266,617 | ExpensesNotReportedAmt |
| Expenses Subtotal | $119,766,541 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$5 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$5 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $119,766,536 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4 | ENDOWMENT INCOME INTENDED TO BE USED FOR AND TO SUPPORT RESEARCH, OPERATIONS, AND LECTURESHIP EXPENSES. |
| Part XI, Lines 2d | INVESTMENT RETURN IN EXCESS OF AMOUNT DESIGNATED FOR CURRENT OPERATIONS UNDER SPENDING POLICY AND ROUNDING. |
| Part XI, Line 4b | Fundraising events expenses. |
| Part XII, Line 2d | Fundraising events expenses. |
| PART XII, LINE 4B | Rounding. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | Attended conference | $156,465 |
| North America | Program Services | Attended conference | $36,595 |
| East Asia and the Pacific | Program Services | Scientific subcontract | $19,146 |
| East Asia and the Pacific | Program Services | Attended conference | $101,478 |
| Sub-Saharan Africa | Program Services | Attended conference | $10,182 |
| Middle East and North Africa | Program Services | Attended conference | $5,048 |
| South America | Program Services | Attended conference | $1,375 |
| North America | Program Services | Scientific subcontract | $88,542 |
| Europe (Including Iceland and Greenland) | Program Services | Scientific subcontract | $77,998 |
| Central America and the Caribbean | Investments | $82,871,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $83,367,991 | SubtotalSpentAmt |
| Total Spent | $83,367,991 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3, COLUMN (C) | SCIENTISTS TRAVEL TO FOREIGN COUNTRIES TO ATTEND CONFERENCES. WE DO NOT DEEM THESE ACTIVITIES TO CONSTITUTE WORKING IN THE REGION. |
| PART I, LINE 3, COLUMN (F) | ACCRUAL METHOD |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CONCERT | NameOfEvent1Amt |
| Gross Receipts Event1 | $728,865 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $576,640 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $152,225 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $93,117 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $162,000 | EntertainmentEvent1Amt |
| Name Of Event2 | SCIENCE/MUSIC | NameOfEvent2Amt |
| Gross Receipts Event2 | $53,410 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $19,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $34,410 | GrossRevenueEvent2Amt |
| Entertainment Event2 | $11,500 | EntertainmentEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $782,275 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $595,640 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $186,635 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $93,117 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $173,500 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $266,617 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$79,982 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| William R Brody MD PhD | ||||||||||||||
| President | $689,820 | $0 | $0 | $0 | $160,668 | $0 | $133,150 | $0 | $10,836 | $0 | $994,474 | $0 | $0 | $0 |
| Thomas D Albright PhD | ||||||||||||||
| Trustee/Professor | $248,554 | $0 | $0 | $0 | $12,363 | $0 | $29,184 | $0 | $12,549 | $0 | $302,650 | $0 | $0 | $0 |
| Christoper R Kintner PHD | ||||||||||||||
| Trustee/Professor | $195,337 | $0 | $0 | $0 | $16,795 | $0 | $23,000 | $0 | $8,770 | $0 | $243,902 | $0 | $0 | $0 |
| Marsha A Chandler PhD | ||||||||||||||
| Exec. Vice Pres/COO | $438,238 | $0 | $0 | $0 | $10,668 | $0 | $33,150 | $0 | $1,383 | $0 | $483,439 | $0 | $0 | $0 |
| Julia A Miller JD | ||||||||||||||
| Secretary/Gen. Counsel | $259,214 | $0 | $0 | $0 | $904 | $0 | $31,721 | $0 | $14,182 | $0 | $306,021 | $0 | $0 | $0 |
| Kim E Witmer | ||||||||||||||
| Treasurer/Sr. VP/CFO | $339,027 | $0 | $0 | $0 | $3,790 | $0 | $33,150 | $0 | $14,312 | $0 | $390,279 | $0 | $0 | $0 |
| Fred H Gage PhD | ||||||||||||||
| Professor | $327,041 | $0 | $0 | $0 | $4,855 | $0 | $33,150 | $0 | $10,836 | $0 | $375,882 | $0 | $0 | $0 |
| Rebecca R Newman | ||||||||||||||
| VP, External Relations | $316,635 | $0 | $0 | $0 | $55,668 | $0 | $33,150 | $0 | $1,383 | $0 | $406,836 | $0 | $0 | $0 |
| Inder Verma PhD | ||||||||||||||
| Professor | $375,841 | $0 | $0 | $0 | $9,342 | $0 | $33,150 | $0 | $10,836 | $0 | $429,169 | $0 | $0 | $0 |
| Anthony Hunter Ph D | ||||||||||||||
| Professor | $291,336 | $0 | $0 | $0 | $33,571 | $0 | $33,150 | $0 | $14,182 | $0 | $372,239 | $0 | $0 | $0 |
| Dennis O'Leary PhD | ||||||||||||||
| Professor | $276,323 | $0 | $0 | $0 | $47,454 | $0 | $32,990 | $0 | $14,182 | $0 | $370,949 | $0 | $0 | $0 |
| John A T Young PhD | ||||||||||||||
| Trustee/Professor | $247,180 | $0 | $0 | $0 | $11,151 | $0 | $28,566 | $0 | $1,805 | $0 | $288,702 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST-CLASS OR CHARTER TRAVEL: JOHN YOUNG, PROFESSOR - $104; NOT TAXABLE - ACCOUNTABLE PLAN. |
| PART I, LINE 1A | A HOUSING ALLOWANCE IS PROVIDED AND REPORTED AS TAXABLE COMPENSATION. |
| PART I, LINE 4B | DEFERRED COMPENSATION PLAN (SECTION 457(F)) WAS ESTABLISHED FOR THE PRESIDENT. THE INSTITUTE'S CONTRIBUTION TO THE PLAN AND THE EARNINGS FROM THE CONTRIBUTION WILL BECOME 100% VESTED UPON THE PRESIDENT'S COMPLETION OF 5 YEARS OF SERVICE. PLAN BALANCE WAS PAID OUT TO THE PRESIDENT IN MARCH 2014. |
| PART I, LINE 7 | NON-FIXED PAYMENTS INCLUDE BOARD OF TRUSTEE AWARDS WHICH ARE REPORTED UNDER OTHER REPORTABLE COMPENSATION. THE BOARD OF TRUSTEE AWARDS ARE NON-BASE RECOGNITION AWARDS FOR CERTAIN LISTED INDIVIDUALS, AS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. NON-BASE RECOGNITION AWARDS ARE INCLUDED IN THE TOTAL COMPENSATION PACKAGES SUBJECT TO THE REVIEW PROCESS DESCRIBED IN SCHEDULE O, FORM 990, PART VI, SECTION B, LINE 15B. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CA STATEWIDE COMM DEV AUTHORITY | ||||||||
| A | 680164610 | 130911S92 | 2005-08-11 | $25,712,839 | REFUND 03/30/94 ISSUE | false | false | false |
| COUNTY OF SAN DIEGO | ||||||||
| B | 956000934 | 797391R50 | 2010-05-27 | $37,207,949 | REFUND 04/13/00 ISSUE;RENOVATE/EQU | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $8,545,000 | $0 | $25,712,839 | $0 | $0 | $0 | $686,939 | $0 | $0 | $0 | $0 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $1,230,000 | $0 | $37,207,949 | $0 | $0 | $0 | $523,682 | $0 | $0 | $23,537,429 | $0 | $0 | Yes (true) | false | Yes (true) | Yes (true) | 2012 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | ||||||||
| B | 0 | false | Yes (true) | false | false | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS O'LEARY | PersonNm |
| Relationship With Org | PROFESSOR | RelationshipWithOrgTxt |
| Loan Purpose | HOME LOAN | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $165,000 | OriginalPrincipalAmt |
| Balance Due | $103,125 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $103,125 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,149,780 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINES 1a, 6, 7a, 7b | LINE 1A: THE EXECUTIVE COMMITTEE SHALL ADVISE AND AID THE OFFICERS OF THE CORPORATION IN ALL MATTERS CONCERNING ITS INTERESTS, INCLUDING WITHOUT LIMITATION ALL MATTERS RELATING TO COMPENSATION AND BENEFITS, AND SHALL POSSESS AND MAY EXERCISE, DURING THE INTERVALS BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES, ALL THE POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, INCLUDING THE POWER TO AUTHORIZE THE CORPORATE SEAL TO BE AFFIXED TO ANY AND ALL DOCUMENTS WHICH MAY REQUIRE THE SAME TO BE AFFIXED THERETO, INSOFAR AS SUCH SEEMS TO THE EXECUTIVE COMMITTEE FOR THE BEST INTERESTS OF THE CORPORATION, IN ALL CASES IN WHICH SPECIFIC DIRECTIONS SHALL NOT HAVE BEEN GIVEN BY THE BOARD OF TRUSTEES, EXCEPT THAT THE EXECUTIVE COMMITTE SHALL HAVE NO POWER TO ADOPT, AMEND, OR REPEAL THE BY-LAWS. LINE 6: MEMBERSHIP OF THE CORPORATION CONSISTS OF THE PERSONS ELECTED TO THE BOARD OF TRUSTEES AND THREE MEMBERS FROM AMONG THE RESIDENT AND NON-RESIDENT FELLOWS AND PROFESSORS CHOSEN AND ELECTED ANNUALLY BY THE RESIDENT AND NON-RESIDENT FELLOWS AND PROFESSORS. LINE 7a: THE MEMBERS OF THE CORPORATION ELECT THE TRUSTEES. LINE 7b: THE MEMBERS OF THE CORPORATION MAY ALTER, AMEND, OR REPEAL THE BY-LAWS BY VOTE. |
| FORM 990, PART VI, SECTION B, LINES 11B, 12C AND 15A/B | LINE 11B: THE FORM 990 IS PREPARED BY THE INSTITUTE, INTERNALLY REVIEWED BY THE SR. DIRECTOR OF FINANCE AND THE CHIEF FINANCIAL OFFICER AND EXTERNALLY REVIEWED BY THE TAX DEPARTMENT OF A PUBLIC ACCOUNTING FIRM. A COPY OF THE PREPARED FORM 990 IS PROVIDED TO ALL BOARD MEMBERS AND THE AUDIT COMMITTEE FOR REVIEW AND DISCUSSION PRIOR TO ELECTRONIC FILING. LINE 12C: ANNUALLY, THE CONFLICT OF INTEREST DISCLOSURE STATEMENT IS SENT OUT FOR COMPLETION BY THE MEMBERS OF THE BOARD OF TRUSTEES, SENIOR MEMBERS OF ADMINISTRATION AND RESEARCHERS. THE DESIGNATED OFFICIAL FOR EACH GROUP REVIEWS THE COMPLETED FORMS AND BRINGS ANY POTENTIAL CONFLICT OF INTEREST TO THE RESPECTIVE COMMITTEES FOR REVIEW. UPON DETERMINATION THAT A CONFLICT OF INTEREST EXISTS, THE FOLLOWING CONDITIONS OR RESTRICTIONS MAY BE IMPOSED: A. MONITORING OF ACTIVITIES GENERATING THE CONFLICT BY ANOTHER MEMBER; B. DISQUALIFICATION FROM PARTICIPATION IN THE ACTIVITIES GIVING RISE TO THE CONFLICT; C. MODIFICATION OF RESPONSIBILITIES TO AVOID CONFLICTS; D. PUBLIC DISCLOSURE OR DIVESTITURE OF SIGNIFICANT FINANCIAL INTERESTS; E. MODIFICATION OF THE RESEARCH PLAN OR REMOVAL OF THE AFFECTED RESEARCHER FROM THE RESEARCH; F. SEVERANCE OF RELATIONSHIP THAT CREATES ACTUAL OR POTENTIAL CONFLICTS; G. TERMINATION OF EMPLOYMENT. LINE 15A/B:IN 2011, AN INDEPENDENT CONSULTANT RETAINED BY THE SALK INSTITUTE TO ADVISE ON COMPENSATION ISSUES, ANALYZED THE COMPETITIVENESS OF THE BASE SALARY AND TOTAL COMPENSATION (INCLUDING BENEFITS) FOR THE PRESIDENT, EXECUTIVE VICE PRESIDENT, AND CHIEF FINANCIAL OFFICER. TOTAL COMPENSATION WAS COMPARED TO LIKE ROLES AMONG ORGANIZATIONS PROVIDING SIMILAR SERVICES IN THE RESEARCH INDUSTRY, INCLUDING BOTH FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. THE CONSULTANT CONSIDERED THE SIZE AND SCOPE OF OPERATIONS OF THE INCUMBENTS AND THE GUIDELINES ARTICULATED IN THE SALK INSTIUTUTE EXECUTIVE COMPENSATION POLICY. THE CONSULTANT GAVE THE OPINION THAT THE TOTAL 2011 COMPENSATION WAS WELL WITHIN THE REASONABLE RANGE OF COMPETITIVE PRACTICES. IN 2013, HUMAN RESOURCES UPDATED THE 2011 MARKET ANALYSIS BY AGING DATA TO OCTOBER 2013. NON-BASE PERFORMANCE RECOGNITION AWARDS WERE NOT REQUESTED OR AWARDED IN 2013. HUMAN RESOURCES COMPLETED A SIMILAR TOTAL COMPENSATION ANALYSIS FOR THE VP, EXTERNAL RELATIONS, VP, ACADEMIC AND ADMINISTRATIVE SERVICES AND VP, SCIENTIFIC SERVICES. THE COMPENSATION COMMITTEE WAS PROVIDED MARKET DATA COMPARISON TO LIKE ROLES AMONG ORGANIZATIONS PROVIDING SIMILAR SERVICES IN THE RESEARCH INDUSTRY AND NOT-FOR-PROFIT SECTORS. HUMAN RESOURCES GAVE THE OPINION THAT THE TOTAL COMPENSATION WAS WELL WITHIN THE REASONABLE RANGE OF COMPETITIVE PRACTICES AND IN LINE WITH THE GUIDELINES ARTICULATED IN THE SALK INSTITUTE EXECUTIVE COMPENSATION POLICY. NON-BASE PERFORMANCE RECOGNITION AWARDS WERE NOT REQUESTED OR AWARDED IN 2013. DOCUMENTATION ON COMPLETION OF ANNUAL GOALS AND ACHIEVEMENTS WAS PRESENTED TO THE COMPENSATION COMMITTEE. HUMAN RESOURCES' REPORTS WERE REVIEWED BY THE EXECUTIVE COMMITTEE WHICH SERVED AS THE COMPENSATION COMMITTEE, EXCLUDING PERSONS WITH A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS. THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ACTIONS WERE INCLUDED IN THE MINUTES OF THE EXECUTIVE COMMITTEE MEETING. COPIES OF HUMAN RESOURCES' REPORTS WERE ATTACHED TO THE MINUTES OF THE MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, THE OFFICE OF THE CHIEF FINANCIAL OFFICER MAKES AVAILABLE TO THE PUBLIC THE INSTITUTE'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY. FINANCIAL STATEMENTS ARE AVAILABLE ON THE SALK WEB SITE. |
| FORM 990, PART XI, LINE 9 | ROUNDING - ($2) |
| PART VII, DIRECTORS COMPENSATION | THE FOLLOWING INDIVIDUALS WERE COMPENSATED FOR THE FOLLOWING SERVICES AND NOT PAID AS TRUSTEES: THOMAS D. ALBRIGHT, PH.D. - PROFESSOR CHRISTOPHER R. KINTNER, PH.D. - PROFESSOR; JOHN A.T. YOUNG, PH.D. - PROFESSOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA JOLLA BIOLOGICAL LABORATORIES | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 N TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953655649 | EIN |
| Primary Activities | Research | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11-I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SALK INSTITUTE COMMERCIAL SERVICES CORP | ||||||||||||
| 10010 N TORREY PINES ROAD | LA JOLLA | CA | 920371002 | 232159172 | MGMT SERVICES | PA | SALK INSTITUTE | C | $20 | $48,719 | 1.00000 | Yes (true) |
| CHARITABLE REMAINDER TRUSTS(4) | ||||||||||||
| SUPPORT | CA | NA | TRUST | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | 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 |
| 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 | false | 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 |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Involved | $0 | InvolvedAmt |
Comments