BROAD INSTITUTE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BROAD INSTITUTE INC (EIN 26-3428781)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201511349349302836
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T10:30:56-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | 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 | 263428781 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BROAD INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SAMANTHA SINGER COO/TREAS | InCareOfNm |
| Business Name Control | BROA | BusinessNameControlTxt |
| Phone | 6177147120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 MAIN STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02142 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMANTHA SINGER | PersonNm |
| Person Title | COO/TREAS. | PersonTitleTxt |
| Phone | 6177147040 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL TANIS | PreparerPersonNm |
| PTIN | P01441612 | PTIN |
| Phone | 6177147040 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ERIC S LANDER PRESIDENT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 MAIN STREET | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02142 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $411,625,762 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BROADINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 1239 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $231,003 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $218,591 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $337,440,929 | PYContributionsGrantsAmt |
| CY Contributions Grants | $374,753,967 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,666,734 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,668,555 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,457,158 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,155,276 | CYInvestmentIncomeAmt |
| PY Other Revenue | $208,098 | PYOtherRevenueAmt |
| CY Other Revenue | $1,047,964 | CYOtherRevenueAmt |
| PY Total Revenue | $356,772,919 | PYTotalRevenueAmt |
| CY Total Revenue | $411,625,762 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,692,306 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $29,868,897 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $109,535,017 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $116,162,307 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $91,025 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $253,587 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,984,842 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $149,809,653 | PYOtherExpensesAmt |
| CY Other Expenses | $156,728,071 | CYOtherExpensesAmt |
| PY Total Expenses | $283,128,001 | PYTotalExpensesAmt |
| CY Total Expenses | $303,012,862 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $73,644,918 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $108,612,900 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,228,067,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,342,875,416 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $421,714,305 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $415,904,526 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $806,353,367 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $926,970,890 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INSTITUTE'S MISSION IS TO PROPEL PROGRESS IN BIOMEDICINE THROUGH RESEARCH AIMED AT THE UNDERSTANDING AND TREATMENT OF DISEASE, AND THE DISSEMINATION OF SCIENTIFIC KNOWLEDGE FOR THE PUBLIC GOOD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $251,034,938 | ExpenseAmt |
| Grant | $29,868,897 | GrantAmt |
| Revenue | $13,668,555 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $251,034,938 | 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 | false | 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 | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 144 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1239 | 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 | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMANTHA SINGER COOTREAS | PersonNm |
| Phone | 6177147040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 MAIN STREET | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02142 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ERIC S LANDER | |||||||
| DIRECTOR, PRESIDENT & CEO | 60.0 | Yes (X) | Yes (X) | $863,503 | $0 | $28,951 | |
| ELI BROAD | |||||||
| DIRECTOR | 1.0 | Yes (X) | |||||
| DAVID BALTIMORE | |||||||
| DIRECTOR | 1.0 | Yes (X) | |||||
| DREW GILPIN FAUST | |||||||
| DIRECTOR | 1.0 | Yes (X) | |||||
| JEFFREY FLIER | |||||||
| DIRECTOR | 1.0 | Yes (X) | |||||
| LOUIS V GERSTNER JR | |||||||
| DIRECTOR | 1.0 | Yes (X) | |||||
| SETH KLARMAN | |||||||
| DIRECTOR | 1.0 | Yes (X) | |||||
| WILLIAM HELMAN | |||||||
| DIRECTOR | 1.0 | Yes (X) | |||||
| ARTHUR LEVINSON | |||||||
| DIRECTOR | 1.0 | Yes (X) | |||||
| ELIZABETH NABEL | |||||||
| DIRECTOR | 1.0 | Yes (X) | |||||
| L RAFAEL REIF | |||||||
| DIRECTOR | 1.0 | Yes (X) | |||||
| ERIC E SCHMIDT | |||||||
| DIRECTOR | 1.0 | Yes (X) | |||||
| PHILLIP SHARP | |||||||
| DIRECTOR | 1.0 | Yes (X) | |||||
| DIANA CHAPMAN WALSH | |||||||
| DIRECTOR | 1.0 | Yes (X) | |||||
| ALAN FEIN | |||||||
| CLERK, Deputy Director, EVP | 60.0 | Yes (X) | $523,099 | $0 | $43,138 | ||
| DIANE MACDONALD | |||||||
| CFO AND TREASURER | 60.0 | Yes (X) | $413,925 | $0 | $44,713 | ||
| KERI LYNN STALKER | |||||||
| ASST. CLERK, ASST. DIRECTOR | 60.0 | Yes (X) | $189,234 | $0 | $16,574 | ||
| VIVIAN SIEGEL | |||||||
| DIR. OF EDUCATION & OUTREACH | 60.0 | $313,108 | $0 | $38,022 | Yes (X) | ||
| BRIAN HUBBARD | |||||||
| DIR. OF THERAPEUTIC DISC & DEV | 60.0 | $321,591 | $0 | $46,231 | Yes (X) | ||
| MICHAEL FOLEY | |||||||
| DIR. OF CHEM. BIO. PLATFORM | 60.0 | $323,463 | $0 | $44,105 | Yes (X) | ||
| STACEY GABRIEL | |||||||
| DIR. CANCER & MEDICAL SEQ. | 60.0 | $305,138 | $0 | $23,919 | Yes (X) | ||
| JUSTINE LEVIN-ALLERHAND | |||||||
| CHIEF DEVELOPMENT OFFICER | 60.0 | $295,767 | $0 | $26,225 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,548,828 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $311,878 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 217 | 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 |
|---|---|---|---|---|---|
| SUFFOLK CONSTRUCTION COMPANY INC | |||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | CONSTRUCTION | $111,870,986 |
| BOSTON PROPERTIES LP | |||||
| PO BOX 3557 | BOSTON | MA | 02241 | MGMT DEVELOPMENT | $1,500,000 |
| NEXTSOURCE INC | |||||
| 1040 Avenue of the Americas | NEW YORK | NY | 10018 | TEMPORARY HELP | $1,499,856 |
| ROPES GRAY LLP | |||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | LEGAL | $781,802 |
| ELKUS MANFREDI ARCHITECTS LTD | |||||
| 300 A STREET | BOSTON | MA | 02210 | ARCHITECTS | $777,211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 40 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $134,300,758 | GovernmentGrantsAmt |
| All Other Contributions | $240,453,209 | AllOtherContributionsAmt |
| Noncash Contributions | $631,473 | NoncashContributionsAmt |
| Total Contributions | $374,753,967 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESEARCH | 541700 | $12,128,888 | $12,128,888 |
| OTHER PROGRAM SERVICE REVENUE | 900099 | $1,539,667 | $1,539,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,668,555 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,715,620 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $231,003 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,484,617 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9 | TotalRevenueColumnAmt |
| Exclusion | $9 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,047,964 | TotalRevenueColumnAmt |
| Exclusion | $1,047,964 | 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 | $19,310,146 | SecuritiesAmt |
| Other | $1,129,501 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,310,146 | SecuritiesAmt |
| Other | $1,129,501 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,439,647 | TotalRevenueColumnAmt |
| Exclusion | $20,439,647 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $411,625,762 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,668,555 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $231,003 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,972,237 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,777,240 | TotalAmt |
| Program Services | $26,777,240 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,091,657 | TotalAmt |
| Program Services | $3,091,657 | ProgramServicesAmt |
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 | $1,947,556 | TotalAmt |
| Program Services | $383,091 | ProgramServicesAmt |
| Management And General | $1,522,825 | ManagementAndGeneralAmt |
| Fundraising | $41,640 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,251,511 | TotalAmt |
| Program Services | $72,027,703 | ProgramServicesAmt |
| Management And General | $17,475,546 | ManagementAndGeneralAmt |
| Fundraising | $748,262 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,508,248 | TotalAmt |
| Program Services | $5,581,045 | ProgramServicesAmt |
| Management And General | $864,284 | ManagementAndGeneralAmt |
| Fundraising | $62,919 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,501,128 | TotalAmt |
| Program Services | $9,862,610 | ProgramServicesAmt |
| Management And General | $1,527,330 | ManagementAndGeneralAmt |
| Fundraising | $111,188 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,953,864 | TotalAmt |
| Program Services | $5,105,642 | ProgramServicesAmt |
| Management And General | $790,663 | ManagementAndGeneralAmt |
| Fundraising | $57,559 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,065,889 | TotalAmt |
| Program Services | $13,469 | ProgramServicesAmt |
| Management And General | $4,038,444 | ManagementAndGeneralAmt |
| Fundraising | $13,976 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,762 | TotalAmt |
| Management And General | $213,762 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $720 | TotalAmt |
| Management And General | $720 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,587 | TotalAmt |
| Fundraising | $253,587 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,130,730 | TotalAmt |
| Program Services | $6,227,450 | ProgramServicesAmt |
| Management And General | $7,771,915 | ManagementAndGeneralAmt |
| Fundraising | $131,365 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,583 | TotalAmt |
| Program Services | $27,322 | ProgramServicesAmt |
| Management And General | $290,135 | ManagementAndGeneralAmt |
| Fundraising | $216,126 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699,916 | TotalAmt |
| Program Services | $201,362 | ProgramServicesAmt |
| Management And General | $476,035 | ManagementAndGeneralAmt |
| Fundraising | $22,519 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,245,801 | TotalAmt |
| Program Services | $4,035,923 | ProgramServicesAmt |
| Management And General | $4,199,400 | ManagementAndGeneralAmt |
| Fundraising | $10,478 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,999,513 | TotalAmt |
| Program Services | $39,070,807 | ProgramServicesAmt |
| Management And General | $3,814,988 | ManagementAndGeneralAmt |
| Fundraising | $113,718 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,859,542 | TotalAmt |
| Program Services | $1,314,976 | ProgramServicesAmt |
| Management And General | $484,995 | ManagementAndGeneralAmt |
| Fundraising | $59,571 | 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 | $3,273,496 | TotalAmt |
| Program Services | $760,521 | ProgramServicesAmt |
| Management And General | $2,394,561 | ManagementAndGeneralAmt |
| Fundraising | $118,414 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,244,336 | TotalAmt |
| Program Services | $3,281,064 | ProgramServicesAmt |
| Management And General | $963,272 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,790,801 | TotalAmt |
| Program Services | $26,612,627 | ProgramServicesAmt |
| Management And General | $2,169,446 | ManagementAndGeneralAmt |
| Fundraising | $8,728 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,933 | TotalAmt |
| Program Services | $21,014 | ProgramServicesAmt |
| Management And General | $435,919 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MATERIALS & SERVICES | $44,442,180 | $44,109,757 | $332,423 | |
| OTHER | $2,770,869 | $2,529,658 | $226,419 | $14,792 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,012,862 | TotalAmt |
| Program Services | $251,034,938 | ProgramServicesAmt |
| Management And General | $49,993,082 | ManagementAndGeneralAmt |
| Fundraising | $1,984,842 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,744,906 | BOYAmt |
| EOY | $80,010,523 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,004,329 | BOYAmt |
| EOY | $46,290,219 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,516,710 | BOYAmt |
| EOY | $436,775,141 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,076,447 | BOYAmt |
| EOY | $25,822,057 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,526 | BOYAmt |
| EOY | $1,878,333 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,008,812 | BOYAmt |
| EOY | $9,705,738 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,282,031 | BOYAmt |
| EOY | $22,789,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $485,435,628 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $118,129,763 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,088,608 | BOYAmt |
| EOY | $367,305,865 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,569,219 | BOYAmt |
| EOY | $328,959,631 | 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 | $132,447,084 | BOYAmt |
| EOY | $23,338,213 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,228,067,672 | BOYAmt |
| EOY | $1,342,875,416 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,354,176 | BOYAmt |
| EOY | $47,383,747 | 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 | $20,798,019 | BOYAmt |
| EOY | $27,289,135 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,084,430 | BOYAmt |
| EOY | $263,970,532 | 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 | $79,299,508 | BOYAmt |
| EOY | $77,261,112 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,172 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,714,305 | BOYAmt |
| EOY | $415,904,526 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,180,300 | BOYAmt |
| EOY | $168,650,438 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,990,457 | BOYAmt |
| EOY | $177,568,147 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,182,610 | BOYAmt |
| EOY | $580,752,305 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,353,367 | BOYAmt |
| EOY | $926,970,890 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,228,067,672 | BOYAmt |
| EOY | $1,342,875,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $108,612,900 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,050,601 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$45,978 | DonatedServicesAndUseFcltsAmt |
| 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 | $764,540,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $332,968,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $270,301,728 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $337,440,929 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $374,753,967 | CurrentTaxYearAmt |
| Total | $2,080,005,402 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $764,540,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $332,968,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $270,301,728 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $337,440,929 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $374,753,967 | CurrentTaxYearAmt |
| Total | $2,080,005,402 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $785,308,959 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,294,696,443 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,284,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,830,201 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $766,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,201,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,532,590 | CurrentTaxYearAmt |
| Total | $11,615,514 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,091,620,916 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $59,209,857 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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 | $720 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $720 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B | FormAndLineReferenceDesc |
| Explanation | The Broad Institute belongs to a membership organization which engageS in lobbying activities. Dues of $720 have been specifically identified as pertaining to lobbying. | 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 | $567,308,036 | BeginningYearBalanceAmt |
| Contributions | $34,568,695 | ContributionsAmt |
| Investment Earnings Or Losses | $26,631,120 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $28,799,784 | OtherExpendituresAmt |
| End Year Balance | $599,708,067 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $520,262,375 | BeginningYearBalanceAmt |
| Contributions | $46,565,971 | ContributionsAmt |
| Investment Earnings Or Losses | $27,643,695 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,164,005 | OtherExpendituresAmt |
| End Year Balance | $567,308,036 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $512,583,650 | BeginningYearBalanceAmt |
| Contributions | $6,353,339 | ContributionsAmt |
| Investment Earnings Or Losses | $1,325,386 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $520,262,375 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $451,866,849 | BeginningYearBalanceAmt |
| Contributions | $53,364,300 | ContributionsAmt |
| Investment Earnings Or Losses | $7,352,501 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $512,583,650 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $439,900,000 | ContributionsAmt |
| Investment Earnings Or Losses | $11,966,849 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $451,866,849 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.97000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,000,000 | OtherCostOrOtherBasisAmt |
| Book Value | $25,000,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $287,878,759 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,883,738 | DepreciationAmt |
| Book Value | $284,995,021 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,744,008 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,899,253 | DepreciationAmt |
| Book Value | $9,844,755 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $138,389,030 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,346,772 | DepreciationAmt |
| Book Value | $47,042,258 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $423,831 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $423,831 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $367,305,865 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND OF FUNDS | Desc |
| Book Value | $328,959,631 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $328,959,631 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $423,676,363 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,050,601 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $12,050,601 | RevenueNotReportedAmt |
| Revenue Subtotal | $411,625,762 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $411,625,762 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $303,058,840 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $45,978 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $45,978 | ExpensesNotReportedAmt |
| Expenses Subtotal | $303,012,862 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $303,012,862 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ENDOWMENT | SCHEDULE D, PART V THE BROAD INSTITUTE'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE INSTITUTE'S PRIMARY RESEARCH MISSION OF GENOMIC-BASED SCIENTIFIC RESEARCH. SCHEDULE D, PART V, LINE 1, COLUMN(B) PRESENTATION OF THE AMOUNTS ON LINE 1C AND LINE 1E HAVE BEEN CHANGED TO REFLECT THE FINANCIAL STATEMENT PRESENTATION. |
| OTHER LIABILITIES | SCHEDULE D, PART X, LINE 2 THE BROAD INSTITUTE DOES NOT HAVE A FIN 48 (ASC 740) STATEMENT. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | EmployeeEmployeeCnt |
|---|---|---|---|---|
| North America | Grantmaking | Research | $1,234,829 | |
| Europe (Including Iceland and Greenland) | Program Services | Research | $107,234 | 1 |
| East Asia and the Pacific | Grantmaking | Research | $378,752 | |
| Europe (Including Iceland and Greenland) | Grantmaking | Research | $1,169,799 | |
| Sub-Saharan Africa | Grantmaking | Research | $102,928 | |
| Middle East and North Africa | Grantmaking | Research | $205,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $3,198,891 | SubtotalSpentAmt |
| Total Spent | $3,198,891 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (11 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Middle East and North Africa | Subaward | $205,349 | CHECK |
| East Asia and the Pacific | Subaward | $378,752 | WIRE |
| Europe (Including Iceland and Greenland) | Subaward | $253,889 | WIRE |
| Europe (Including Iceland and Greenland) | Subaward | $787,653 | CHECK |
| Europe (Including Iceland and Greenland) | Subaward | $59,757 | CHECK |
| Europe (Including Iceland and Greenland) | Subaward | $72,000 | CHECK |
| North America | Subaward | $13,414 | CHECK |
| North America | Subaward | $77,674 | CHECK |
| North America | Subaward | $30,456 | CHECK |
| North America | Subaward | $1,113,285 | WIRE |
| Sub-Saharan Africa | Subaward | $102,928 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F PART I LINE 2 | FormAndLineReferenceDesc |
| Explanation | The Institute assigns responsibility for monitoring the use of grant funds outside of the United States to its Office of Sponsored Research. This office monitors all grant making activity including all applicable compliance regulations. Monitoring includes periodic reviews of budget to actual reports by both the Office of Sponsored Research and the Principal Investigator to ensure funds are used according to the agreement. Expenses are accounted for on an accrual basis. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt |
|---|---|---|
| THE HELEN BROWN GROUP | ||
| CONSULTING | false | $74,096 |
| Pentagram Design Inc | ||
| CONSULTING | false | $67,032 |
| Reichenbach Consulting LLC | ||
| CONSULTING | false | $64,190 |
| Uguisu Research LLC | ||
| CONSULTING | false | $30,813 |
| SARAH M JACKSON | ||
| CONSULTING | false | $12,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $248,731 | TotalRetainedByContractorsAmt |
| Licensed States | MA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (46 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ACME BIOSCIENCE INC | |||||||
| 3941 East Bayshore Rd | PALO ALTO | CA | 94303 | 943411673 | N/A | $544,897 | Program Support |
| Battelle Memorial Institute | |||||||
| PO Box 999 | RICHLAND | WA | 99352 | 314379427 | 501(c)(3) | $337,893 | Program Support |
| Baylor College of Medicine | |||||||
| One Baylor Plaza | HOUSTON | TX | 770303411 | 741613878 | 501(c)(3) | $119,559 | Program Support |
| Beryllium LLC | |||||||
| 7869 NE DAY RD W | BAINBRIDGE ISLE | WA | 98110 | 911821586 | N/A | $1,705,930 | Program Support |
| BETH ISRAEL DEACONESS MEDICAL CTR | |||||||
| 330 Brookline Ave | BOSTON | MA | 02215 | 042103881 | 501(c)(3) | $859,473 | Program Support |
| BRIGHAM & WOMENS HOSPITAL | |||||||
| ONE JIMMY FUND WAY | BOSTON | MA | 02115 | 042312909 | 501(c)(3) | $812,785 | Program Support |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E California Blvd | PASADENA | CA | 91125 | 951643307 | 501(c)(3) | $110,881 | Program Support |
| Cedars-Sinai Medical Center | |||||||
| 8700 Beverly Blvd | LOS ANGELES | CA | 90048 | 951644600 | 501(c)(3) | $96,796 | Program Support |
| CHILDRENS HOSPITAL OF BOSTON | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | 042774441 | 501(c)(3) | $331,728 | Program Support |
| Cincinnati Children's Hospital | |||||||
| 3333 Burnett Avenue | CINCINNATI | OH | 452293039 | 310833936 | 501(c)(3) | $78,495 | Program Support |
| COLUMBIA UNIVERSITY | |||||||
| 535 W 116th St Ste 116 | NEW YORK | NY | 10027 | 135598093 | 501(c)(3) | $6,300 | Program Support |
| DANA FARBER CANCER INSTITUTE | |||||||
| BP451 450 BROOKLINE AVE | BOSTON | MA | 02215 | 042263040 | 501(c)(3) | $3,262,209 | Program Support |
| Emory University | |||||||
| 1599 Clifton Rd NE | ATLANTA | GA | 30322 | 580566256 | 501(c)(3) | $10,555 | Program Support |
| FRED HUTCHINSON CANCER RES CTR | |||||||
| 1100 FAIRVIEW AVE | SEATTLE | WA | 98109 | 237156071 | 501(c)(3) | $1,577,980 | Program Support |
| HARVARD UNIVERSITY | |||||||
| 1350 MASS AVE | CAMBRIDGE | MA | 021383800 | 042103580 | 501(c)(3) | $4,854,197 | Program Support |
| INDIANA UNIVERSITY | |||||||
| 107 S Indiana Ave | Bloomington | IN | 47405 | 356018940 | 501(c)(3) | $38,731 | Program Support |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 n CHARLES ST | BALTIMORE | MD | 212182686 | 520595110 | 501(c)(3) | $81,945 | Program Support |
| JOSLIN DIABETES CTR | |||||||
| One Joslin Pl | BOSTON | MA | 02215 | 042203836 | 501(c)(3) | $23,383 | Program Support |
| Lawrence Berkeley National Lab | |||||||
| 1 Cyclotron Rd | BERKLEY | CA | 94720 | 942951741 | 501(c)(3) | $181,049 | Program Support |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 021142517 | 041564655 | 501(c)(3) | $7,283,779 | Program Support |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASS AVE | CAMBRIDGE | MA | 02139 | 042103594 | 501(c)(3) | $1,575,495 | Program Support |
| MCLEAN HOSPITAL | |||||||
| 115 MILL STREET | BELMONT | MA | 02478 | 042697981 | 501(c)(3) | $36,609 | Program Support |
| MOUNT SINAI MEDICAL CENTER | |||||||
| 1425 MADISON AVENUE | NEW YORK | NY | 10029 | 136171197 | 501(c)(3) | $18,416 | Program Support |
| Regents of the University of Colorado | |||||||
| 3100 Marine St | BOULDER | CO | 803031058 | 846000555 | 501(c)(3) | $66,077 | Program Support |
| Rush University Medical Center | |||||||
| 1653 W Congress Pkwy | Chicago | IL | 606123244 | 362174823 | 501(c)(3) | $270,979 | Program Support |
| Sage Bionetworks | |||||||
| 1100 Fairview Ave N | SEATTLE | WA | 981091024 | 264489946 | 501(c)(3) | $32,200 | Program Support |
| SANARIA INC | |||||||
| 9800 MEDICAL CTR DR Ste A209 | ROCKVILLE | MD | 20850 | 562354362 | N/A | $40,000 | Program Support |
| SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE | |||||||
| 10901 N TORREY PINES RD | LA JOLLA | CA | 92037 | 510197108 | 501(c)(3) | $188,242 | Program Support |
| SCRIPPS RESEARCH INSTITUTE | |||||||
| 10550 N TORREY PINES RD | LA JOLLA | CA | 92037 | 330435954 | 501(c)(3) | $287,787 | Program Support |
| Stanford University | |||||||
| PO BOX 44253 | SAN FRANCISCO | CA | 941444253 | 941156365 | 501(c)(3) | $184,248 | Program Support |
| THE GEORGE WASHINGTON UNIVERSITY | |||||||
| 44983 KNOLL SQUARE | ASHBURN | VA | 20147 | 530196584 | 501(c)(3) | $26,488 | Program Support |
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||
| 110 TECH CENTER | UNIVERSITY PARK | PA | 16802 | 246000376 | GOVT | $34,433 | Program Support |
| THE REGENTS OF THE UNIVERSITY OF UCLA | |||||||
| 405 Hilgard Ave | LOS ANGELES | CA | 900959000 | 956006143 | Govt | $90,784 | Program Support |
| THE RESEARCH FOUNDATION OF SUNY | |||||||
| PO BOX 9 | ALBANY | NY | 12201 | 141368361 | 501(c)(3) | $197,559 | Program Support |
| THE UNIV OF MASSACHUSETTS MEDICAL SCHOOL | |||||||
| 55 LAKE AVE NORTH | WORCESTER | MA | 01655 | 043167352 | GOVT | $94,275 | Program Support |
| THE UNIVERSITY OF MISSISSIPPI | |||||||
| 2500 NORTH STATE STREET | JACKSON | MS | 39216 | 646008520 | Gov't | $37,385 | Program Support |
| The University of Texas-MD Anderson Cancer Ctr | |||||||
| 1515 Holcombe Blvd | HOUSTON | TX | 77030 | 746001118 | Gov't | $174,577 | Program Support |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 44 CUMMINGTON ST | BOSTON | MA | 022151303 | 042103547 | 501(c)(3) | $126,527 | Program Support |
| TULANE UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 1430 TULANE AVE | NEW ORLEANS | LA | 70112 | 720423889 | 501(c)(3) | $127,593 | Program Support |
| UC REGENTS UNIVERSITY OF CALIFORNIA | |||||||
| 9500 GILMAN DR | LA JOLLA | CA | 92093 | 956006144 | 501(C)(3) | $117,297 | Program Support |
| University of Miami | |||||||
| 1450 NW 10th Ave | MIAMI | FL | 33136 | 590624458 | 501(c)(3) | $69,672 | Program Support |
| UNIVERSITY OF NORTH CAROLINA | |||||||
| 7107 NEUROSC HOSP | CHAPEL HILL | NC | 27599 | 566001393 | 501(c)(3) | $175,700 | Program Support |
| University of Washington | |||||||
| 4333 Brooklyn Ave | SEATTLE | WA | 98195 | 916001537 | Gov't | $324,043 | Program Support |
| Washington University School | |||||||
| 660 S Euclid Ave | St Louis | MO | 63110 | 430653611 | 501(c)(3) | $84,685 | Program Support |
| WEST VIRGINIA UNIVERSITY | |||||||
| PO BOX 6201 | MORGANTOWN | WV | 26506 | 556000842 | 501(C)(3) | $60,400 | Program Support |
| WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH | |||||||
| 9 CAMBRIDGE CENTER | CAMBRIDGE | MA | 02142 | 061043412 | 501(c)(3) | $14,207 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 43 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I PART I LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF GRANT FUNDS INSIDE OF THE UNITED STATES TO ITS OFFICE OF SPONSORED RESEARCH. THIS OFFICE MONITORS ALL GRANT MAKING ACTIVITY INCLUDING ALL APPLICABLE COMPLIANCE REGULATIONS. MONITORING INCLUDES PERIODIC REVIEWS OF BUDGET TO ACTUAL REPORTS BY BOTH THE OFFICE OF SPONSORED RESEARCH AND THE PRINCIPAL INVESTIGATOR TO ENSURE FUNDS ARE USED ACCORDING TO THE AGREEMENT. EXPENSES ARE ACCOUNTED FOR ON AN ACCRUAL BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC S LANDER | ||||||||||||||
| DIRECTOR, PRESIDENT & CEO | $671,930 | $0 | $0 | $0 | $191,573 | $0 | $7,500 | $0 | $21,451 | $0 | $892,454 | $0 | $0 | $0 |
| ALAN FEIN | ||||||||||||||
| CLERK, Deputy Director, EVP | $499,531 | $0 | $18,750 | $0 | $4,818 | $0 | $21,675 | $0 | $21,463 | $0 | $566,237 | $0 | $0 | $0 |
| DIANE MACDONALD | ||||||||||||||
| CFO AND TREASURER | $399,450 | $0 | $12,495 | $0 | $1,980 | $0 | $22,050 | $0 | $22,663 | $0 | $458,638 | $0 | $0 | $0 |
| KERI LYNN STALKER | ||||||||||||||
| ASST. CLERK, ASST. DIRECTOR | $188,549 | $0 | $0 | $0 | $685 | $0 | $15,704 | $0 | $870 | $0 | $205,808 | $0 | $0 | $0 |
| VIVIAN SIEGEL | ||||||||||||||
| DIR. OF EDUCATION & OUTREACH | $311,128 | $0 | $0 | $0 | $1,980 | $0 | $22,800 | $0 | $15,222 | $0 | $351,130 | $0 | $0 | $0 |
| BRIAN HUBBARD | ||||||||||||||
| DIR. OF THERAPEUTIC DISC & DEV | $320,469 | $0 | $0 | $0 | $1,122 | $0 | $22,800 | $0 | $23,431 | $0 | $367,822 | $0 | $0 | $0 |
| MICHAEL FOLEY | ||||||||||||||
| DIR. OF CHEM. BIO. PLATFORM | $279,447 | $0 | $27,500 | $0 | $16,516 | $0 | $22,800 | $0 | $21,305 | $0 | $367,568 | $0 | $0 | $0 |
| STACEY GABRIEL | ||||||||||||||
| DIR. CANCER & MEDICAL SEQ. | $303,016 | $0 | $0 | $0 | $2,122 | $0 | $20,963 | $0 | $2,956 | $0 | $329,057 | $0 | $0 | $0 |
| JUSTINE LEVIN-ALLERHAND | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $247,328 | $0 | $0 | $0 | $48,439 | $0 | $6,927 | $0 | $19,298 | $0 | $321,992 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PROVISIONS OF BENEFITS | FORM 990, SCHEDULE J, LINE 1B AS AN ELEMENT OF HIS EMPLOYMENT CONTRACT, THE PRESIDENT/CEO RECEIVED A HOUSING ALLOWANCE. THIS BENEFIT WAS APPROVED AS A PART OF THE COMPENSATION REVIEW PROCESS. AS AN ELEMENT OF HIS EMPLOYMENT CONTRACT, THE PRESIDENT/CEO RECEIVED GROSS-UP PAYMENTS ON HIS HOUSING ALLOWANCE AND PAYMENTS OF TUITION. THESE BENEFITS WERE APPROVED AS A PART OF THE COMPENSATION REVIEW PROCESS. BOTH OF THESE AMOUNTS ARE REFLECTED IN THE "OTHER REPORTABLE COMPENSATION" AMOUNT ON SCHEDULE J, PART II, COLUMN B (III). FIRST-CLASS TRAVEL FOR OFFICERS AND CERTAIN EMPLOYEES OCCURS ON OVERSEAS FLIGHTS AND IN OTHER LIMITED SITUATIONS. THIS TRAVEL IS FOR BUSINESS PURPOSES, THEREFORE, THE VALUE IS NOT TREATED AS TAXABLE WAGES. THE PRESIDENT/CEO WAS THE ONLY LISTED INDIVIDUAL WHO USED FIRST-CLASS TRAVEL DURING THE YEAR ENDED JUNE 30, 2014. |
| NON-FIXED PAYMENTS | FORM 990, SCHEDULE J, LINE 7 NON-FIXED PAYMENTS INCLUDE PERFORMANCE BONUSES, WHICH WERE GIVEN TO CERTAIN OFFICERS AND HIGHEST COMPENSATED EMPLOYEES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASS DEVELOPMENT FINANCE AGENCY - SERIES A (2011) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | 57583UCGI | CUSIPNum |
| Bond Issued | 2011-05-05 | BondIssuedDt |
| Issue Price | $265,470,128 | IssuePriceAmt |
| Purpose | AQUISITION & CONSTRUCTION | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $265,470,128 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $39,031,801 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $2,211,516 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $224,226,811 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CAREGROUP INVESTMENT PARTNERSHIP | |||
| SEE PART V | $424,723 | INVESTMENT MANAGEMENT FEE | false |
| APPLE INC | |||
| SEE PART V | $1,123,805 | COMPUTER EQUIPMENT | false |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART IV, LINE 1 | NAME: CAREGROUP INVESTMENT PARTNERSHIP, LLP RELATIONSHIP: MEMBER OF BOARD OF MANAGERS OF CAREGROUP IS DIRECTOR. |
| SCHEDULE L, PART IV, LINE 2 | NAME: APPLE, INC. RELATIONSHIP: CHAIRMAN OF APPLE IS DIRECTOR. |
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 | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,572 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MKT PRICE | 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 |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Equipment | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $603,901 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Replacement value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, Column (b) | FormAndLineReferenceDesc |
| Explanation | The number of contributions are used for reporting the list of noncash contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART I, LINE 1 THE INSTITUTE'S MISSION IS TO PROPEL PROGRESS IN BIOMEDICINE THROUGH RESEARCH AIMED AT THE UNDERSTANDING AND TREATMENT OF DISEASE, AND THE DISSEMINATION OF SCIENTIFIC KNOWLEDGE FOR THE PUBLIC GOOD. VOLUNTEERS FORM 990, PART I, LINE 6 THE BROAD INSTITUTE DOES NOT FORMALLY TRACK VOLUNTEERS BUT HAS INCLUDED THE NUMBER OF BOARD MEMBERS AND COMMITTEE MEMBERS OF THE BOARD OF DIRECTORS THAT ARE UNCOMPENSATED. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A THE BROAD INSTITUTE OPERATES FOR EDUCATIONAL AND SCIENTIFIC PURPOSES AND IS A NEW KIND OF RESEARCH INSTITUTION AIMED AT PROPELLING THE TRANSFORMATION OF MEDICINE, BY BRINGING POWERFUL NEW APPROACHES TO BEAR ON THE UNDERSTANDING AND TREATMENT OF DISEASE. ITS RESEARCH PROGRAM ENCOMPASSES MULTIDISCIPLINARY AND INTEGRATED PROGRAMS IN CANCER, CELL CIRCUITS, CHEMICAL BIOLOGY, EPIGENOMICS, GENOME SEQUENCING AND ANALYSIS, INFECTIOUS DISEASE, MEDICAL AND POPULATION GENETICS, METABOLISM, AND PSYCHIATRIC DISORDERS. BROAD TEAMS CARRY OUT LARGE-SCALE PROJECTS TACKLING PROBLEMS THAT CANNOT BE DONE IN A TYPICAL LABORATORY. SUCH TEAMS INCLUDE GENOMICS, IMAGING, METABOLIC PROFILING, PROTEOMICS, GENETIC PERTUBATION, TECHNOLOGY LABS, AND THERAPEUTIC DEVELOPMENT. THERE WERE A TOTAL OF 638 PUBLICATIONS IN 2013 RESULTING FROM BROAD RESEARCH, WITH OVER 3,800 PUBLICATIONS TO DATE. THE BROAD INSTITUTE HOLDS AN ANNUAL SCIENTIFIC RETREAT, A TWO-DAY MEETING FEATURING PRESENTATIONS AND POSTERS ON A VARIETY OF RESEARCH PROJECTS ACROSS THE INSTITUTE, ATTENDED BY ALMOST A THOUSAND RESEARCHERS FROM THE BROAD COMMUNITY. THE BROAD'S EDUCATIONAL OUTREACH PROGRAM ENGAGES BOSTON-CAMBRIDGE AREA HIGH SCHOOL STUDENTS IN SCIENTIFIC RESEARCH BY PROVIDING SUMMER INTERNSHIPS AND SEMESTER-LONG RESEARCH PROJECTS. IN 2013, 17 HIGH SCHOOL STUDENTS PARTICIPATED IN A SUMMER SCHOLARS PROGRAM, TWO HIGH SCHOOL STUDENTS PARTICIPATED IN RESEARCH PROJECTS IN THE FALL OF 2013, AND AN UNDERGRADUATE STUDENT WAS MENTORED BY THE DIRECTOR OF EDUCATION AND OUTREACH. IN ADDITION, THE EDUCATIONAL PROGRAM SPONSORS CLASS VISITS TO THE BROAD. THERE WERE 30 FIELD TRIPS TO BROAD THAT INCLUDED APPROXIMATELY 750 STUDENTS AND 50 TEACHERS. BROAD ALSO TRAVELED FOR SIX WORKSHOPS SERVING 400 STUDENTS AND 8 PANELS WITH A 1,000 ATTENDEES. THERE WERE FOUR MIDSUMMER NIGHTS' SCIENCE AND TWO SCIENCE FOR ALL SEASONS PUBLIC LECTURES WITH APPROXIMATELY 1,500 ATTENDEES. IN 2013, BROAD JOINED NETPALS AND SERVED 23 7TH GRADE STUDENTS EACH WITH A BROAD SCIENTIST MENTOR. TO HELP INSPIRE YOUNG PEOPLE AND INCREASE THE NUMBER OF SCIENTISTS FROM DIVERSE BACKGROUNDS, THE BROAD'S DIVERSITY INITIATIVE IN SCIENTIFIC RESEARCH OFFERS PROGRAMS FOR MINORITIES AT DIFFERENT STAGES OF THEIR EDUCATION AND CAREERS. IN 2013, 16 HIGH SCHOOL STUDENTS, 12 UNDERGRADUATE STUDENTS, AND A FACULTY MEMBER PARTICIPATED IN THESE PROGRAMS. IN ADDITION, THIS PROGRAM ATTRACTED 210 HIGH SCHOOL STUDENTS WHO ATTENDED TWO LECTURES DURING THE SUMMER. |
| RELATIONSHIPS AMONG | FORM 990 PART VI, LINE 2 PHILLIP SHARP IS AN EMPLOYEE OF MIT AND L. RAFAEL REIF IS THE PRESIDENT OF MIT; THEREFORE THEY HAVE A BUSINESS RELATIONSHIP. THEY ARE BOTH DIRECTORS AT THE BROAD INSTITUTE. JEFFREY FLIER IS AN EMPLOYEE OF HARVARD UNIVERSITY AND DREW GILPIN FAUST IS THE PRESIDENT OF HARVARD; THEREFORE THEY HAVE A BUSINESS RELATIONSHIP. THEY ARE BOTH DIRECTORS AT THE BROAD INSTITUTE. |
| MEMBERS | FORM 990 PART VI, LINE 6 THE MEMBERS OF THE BROAD INSTITUTE CONSIST OF THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY ("MIT"), PRESIDENT AND FELLOWS OF HARVARD COLLEGE ("HARVARD") AND THE ELI AND EDYTHE BROAD FOUNDATION. |
| DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS | FORM 990 PART VI, LINE 7A AND 7B BROAD MEMBERS (HARVARD, MIT AND THE BROAD FOUNDATION) EXERCISE ALL POWERS CONSISTENT WITH THE ACTIVITIES AND AFFAIRS OF THE BROAD INSTITUTE. THE MEMBERS HAVE ALL POWERS AND RIGHTS AS ARE VESTED IN THEM BY LAW, THE ARTICLES OF ORGANIZATION AND THE BY-LAWS, WHICH INCLUDE AMENDMENTS TO THE BY-LAWS AND ARTICLES OF INCORPORATION, THE ELECTION OR REPLACEMENT OF DIRECTORS, DISTRIBUTIONS OF THE ENDOWMENT PRIOR TO JULY 1, 2014 AND DISSOLUTION OF THE INSTITUTE. THE MEMBERS SHALL HOLD AN ANNUAL MEETING FOR ELECTION OF DIRECTORS AND FOR THE CONDUCT OF SUCH OTHER BUSINESS AS MAY COME BEFORE THE MEETING. |
| REVIEW OF 990 | FORM 990, PART VI, LINE 11B THE BROAD INSTITUTE'S FORM 990 WAS PREPARED WITH THE ASSISTANCE OF THE INSTITUTE'S AUDITORS, PRICEWATERHOUSECOOPERS LLP. THE DRAFT FORM 990 WAS PROVIDED TO THE INSTITUTE'S SENIOR MANAGEMENT AND AUDIT COMMITTEE FOR REVIEW AND COMMENT. THE FULL BOARD RECEIVED A COMPLETED COPY OF THE FORM 990 PRIOR TO THE FORM BEING FILED WITH THE IRS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12C EACH DIRECTOR AND OFFICER HAS A DUTY TO PLACE THE INTEREST OF THE INSTITUTE FOREMOST IN ANY DEALING WITH THE INSTITUTE AND HAS A CONTINUING RESPONSIBILITY TO COMPLY WITH THE REQUIREMENTS OF THIS POLICY. EACH DIRECTOR AND OFFICER IS REQUIRED TO ANNUALLY ACKNOWLEDGE HIS OR HER FAMILIARITY WITH THIS POLICY AND DISCLOSE IN WRITING TO THE CHAIRMAN OF THE BOARD ANY EXISTING FINANCIAL OR OTHER MATERIAL INTERESTS SUBJECT TO THIS POLICY BY COMPLETING A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REVIEWED BY THE CHAIRMAN OF THE BOARD. ANY ISSUES NOT PREVIOUSLY DISCLOSED ARE REFERRED BY HIM OR HER TO THE BOARD OR APPROPRIATE COMMITTEE. THE CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE RETAINED IN THE CONFIDENTIAL FILES OF THE CHAIRMAN OF THE BOARD. |
| COMPENSATION | FORM 990, PART VI, LINE 15 THE BROAD INSTITUTE ENGAGED AN OUTSIDE COMPENSATION CONSULTING FIRM (RADFORD) THAT SPECIALIZES IN THE BIOTECHNOLOGY FIELDS EARLY IN 2009 TO CONDUCT AN EXTERNAL BENCHMARK COMPENSATION STUDY OF SPECIFIC LEADERSHIP POSITIONS. RADFORD PRESENTED THEIR FINAL RECOMMENDATIONS AND FINDINGS TO THE COMPENSATION COMMITTEE WHO THEN REVIEWED AND CONTEMPORANEOUSLY DOCUMENTED THEIR DELIBERATIONS AND DECISIONS. THE TOP FIVE HIGHEST PAID EMPLOYEES AND ALL OFFICERS OTHER THAN THE PRESIDENT/CEO WERE INCLUDED IN RADFORD'S STUDY. THE BROAD INSTITUTE ENGAGED SULLIVAN COTTER AND ASSOCIATES, INC. TO CONDUCT AN INDEPENDENT STUDY FOR THE PRESIDENT/CEO'S COMPENSATION. THE STUDY FINDINGS WERE PRESENTED IN MAY OF 2012. THE COMPENSATION COMMITTEE THEN REVIEWED AND CONTEMPORANEOUSLY DOCUMENTED THEIR DELIBERATIONS AND DECISIONS. THE AMENDED TERMS OF THE PRESIDENT/CEO'S COMPENSATION PACKAGE WERE JOINTLY AGREED UPON BY BROAD, HARVARD AND MIT (THE INSTITUTE'S FOUNDING MEMBER ORGANIZATIONS). |
| PUBLIC DISCLOSURE OF DOCUMENTS | FORM 990, PART VI, LINE 18 THE FORM 990 IS MADE AVAILABLE UPON REQUEST AND ON GUIDESTAR.ORG. |
| AVAILABILITY OF DOCUMENTS | FORM 990, PART VI, LINE 19 THE INSTITUTE'S AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO THE ANNUALLY FILED MASSACHUSETTS FORM PC, WHICH IS AVAILABLE TO THE PUBLIC. THE INTITUTE'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| CLINICAL RESEARCH SEQ PLATFORM LLC | |||||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | 352469571 | SEQUENCING | MA | $50,400 | $54,185 | BROAD INST |
| GENOME BRIDGE LLC | |||||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | 900984758 | COMBINE DATA | MA | $1,102,628 | BROAD INST | |