LIEBER INSTITUTE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LIEBER INSTITUTE INC (EIN 26-3690883)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201401339349303925
- Schema version
- 2012v2.1
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T15:27:59-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135381590 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 WISCONSIN AVE SUITE 800 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208144827 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263690883 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LIEBER INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LIEB | NameControl |
| Phone | 4109551013 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 N WOLFE STREET 3RD FLOOR | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21205 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS M HYDE MD PHD | Name |
| Title | CHIEF OPERATING OFFICER | Title |
| Phone | 4109551013 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL SORRELLS CPA | Name |
| PTIN | P00001737 | PTIN |
| Phone | 3016544900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DANIEL WEINBERGER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 N WOLFE STREET 3RD FLOOR | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15862752 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | LIBD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2008 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE LIEBER INSTITUTE FOR BRAIN DEVELOPMENT IS THE STUDY OF SCHIZOPHRENIA AND RELATED DISORDERS, IN ORDER TO SPUR THE IDENTIFICATION AND TESTING OF NEW MEDICATIONS TO TREAT SUCH DISORDERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 75 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 953521 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 150000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 549532 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 527526 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1201400 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1104915 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1479554 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1084156 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4184007 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2866597 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 450000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 450000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5175377 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7715150 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 65000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 65043 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5374962 | OtherExpensePriorYear |
| Other Expenses Current Year | 7569813 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11000339 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15799963 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -6816332 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -12933366 | RevenuesLessExpensesCY |
| Total Assets BOY | 112679813 | TotalAssetsBOY |
| Total Assets EOY | 100309339 | TotalAssetsEOY |
| Total Liabilities BOY | 5147494 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5641028 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 107532319 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 94668311 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE LIEBER INSTITUTE FOR BRAIN DEVELOPMENT IS THE STUDY OF SCHIZOPHRENIA AND RELATED DISORDERS, IN ORDER TO SPUR THE IDENTIFICATION AND TESTING OF NEW MEDICATIONS TO TREAT SUCH DISORDERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2645615 | Expense |
| Revenue | 200957 | Revenue |
| Description | STEM CELL BIOLOGY: THE GOAL OF THE STEM CELL BIOLOGY PROJECT IS TO MAP THE MOLECULAR ALTERATIONS THAT ESTABLISH THE GENETIC RISK MECHANISMS FOR SCHIZOPHRENIA AND RELATED PSYCHIATRIC DISORDERS, AND THEN TO USE THIS INSIGHT TO DEVELOP DRUG ASSAYS AND POTENTIALLY DIAGNOSTIC TOOLS. THE PROJECT WILL DEVELOP THE CAPABILITY TO EXPLORE THE CELL PATHOLOGY ASSOCIATED WITH GENETIC RISK FOR PSYCHIATRIC ILLNESS AT THE LEVEL OF HUMAN EMBRYONIC STEM CELLS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2139700 | Expense |
| Grants | 100000 | Grants |
| Revenue | 207778 | Revenue |
| Description | CLINICAL GENETICS AND BIOINFORMATICS: THE CLINICAL GENETICS AND BIOINFORMATICS CORE PROJECT WILL BE FOCUSED ON MOVING GENETIC ASSOCIATION TO THE CLINICAL LEVEL AND TO GUIDING THE GENETIC WORK OF THE OTHER PROJECTS THROUGH STATISTICAL ANALYSIS. THIS PROJECT WILL FOCUS ON THE GENETIC RISK ARCHITECTURE FOR SCHIZOPHRENIA, AND ITS INTERFACE WITH ENVIRONMENTAL FACTORS THAT INCREASE THE LIABILITY FOR THE DEVELOPMENT OF THIS DISORDER. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1972957 | Expense |
| Description | DEVELOPMENTAL NEUROBIOLOGY: THE GOAL OF THE DEVELOPMENTAL NEUROBIOLOGY AND FUNCTIONAL GENOMICS PROJECT IS TO INTERROGATE THE MOLECULAR PATHOLOGY OF SCHIZOPHRENIA, WITH A FOCUS ON RISK ASSOCIATED GENES. WITH THIS INFORMATION, THIS PROJECT WILL CREATE MODEL SYSTEMS TO STUDY THE PATHOGENESIS OF SCHIZOPHRENIA AND RELATED NEURODEVELOPMENTAL PSYCHIATRIC DISORDERS. | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | DescriptionDescription | RevenueRevenue | GrantsGrants |
|---|---|---|---|
| 1426479 | DRUG DEVELOPMENT: THE GOAL OF THIS PROJECT IS TO CAST A BROAD NET TO IDENTIFY MOLECULAR SIGNALING SYSTEMS WHEREIN INTERVENTION DRUGS MAY ATTACK MAJOR MENTAL DISORDERS, INCLUDING SCHIZOPHRENIA. THE GOAL OF THE DRUG DISCOVERY UNIT IS TO ADD VALUE TO BASIC RESEARCH FINDINGS THAT APPEAR RELEVANT TO THE CREATION OF NEW DRUG THERAPIES- AND ENABLING THE INSTITUTE TO FIND A TREATMENT OR CURE FOR SCHIZOPHRENIA IN ACCORDANCE WITH ITS EXEMPT PURPOSE. | ||
| 1812205 | COGNITIVE NEUROSCIENCE AND NEUROIMAGING GENETICS: THE GOAL OF THIS PROJECT, WITHIN THE FIRST FEW YEARS, IS TO DEVELOP AN EXTENSIVE DATABASE OF DEVELOPMENTAL AND COGNITIVE VARIABLES, INCLUDING BRAIN PHYSIOLOGY, IN 500 NORMAL SUBJECTS FROM AGES 5 THROUGH 50 BASED ON DETAILED DEVELOPMENTAL HISTORIES, COGNITIVE AND PERSONALITY TESTING,FUNCTIONAL MAGNETIC RESONANCE IMAGING, ELECTROENCEPHALOGRAPHY AND MAGNETO ENCEPHALOGRAPHY STRATEGIES. PARADIGMS DEVELOPED IN THIS PROJECT WILL BE USED TO ASSESS THE EFFICACY OF NOVEL TREATMENT STRATEGIES DURING LATER STAGES OF THE INSTITUTE'S WORK AND TO DEVELOP MODELS OF RISK ASSESSMENT. | 118791 | |
| 229455 | CLINICAL PHARMACOLOGY. | ||
| 350000 | EXTRAMURAL GRANTS. | 350000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3818139 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 350000 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 118791 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 10576411 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 47 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 75 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | YOLANDA DUDLEY | NamePerson |
| Telephone Number | 4109551013 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 N WOLFE STREET SUITE 300 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21205 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| HERBERT PARDES MD | ||||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| STEVE LIEBER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CONSTANCE LIEBER | ||||||||
| PRESIDENT/SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| SAMUEL LIEBER | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| MARY RUBIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| TAMAR MALTZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MILTON MALTZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DANIEL R WEINBERGER | ||||||||
| DIRECTOR & CEO | 40.00 | X | X | 503185 | 0 | 11131 | ||
| THOMAS M HYDE | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | X | 284679 | 0 | 21474 | |||
| TARA ESKANDARI | ||||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | X | 116780 | 0 | 10033 | |||
| RON MCKAY | ||||||||
| DIRECTOR | 40.00 | 352682 | 0 | 10979 | X | |||
| JIM BARROW | ||||||||
| INVESTIGATOR | 40.00 | 193414 | 0 | 24654 | X | |||
| RICHARD STRAUB | ||||||||
| INVESTIGATOR | 40.00 | 153133 | 0 | 24212 | X | |||
| YUAN GAO | ||||||||
| INVESTIGATOR | 40.00 | 165319 | 0 | 24435 | X | |||
| JOHN MEYERS | ||||||||
| DIRECTOR/DB MANAGER | 40.00 | 147635 | 0 | 20013 | X | |||
| VENKATA MATTAY | ||||||||
| INVESTIGATOR | 40.00 | 244239 | 0 | 21708 | X | |||
| XI CHENG | ||||||||
| INVESTIGATOR | 40.00 | 134134 | 0 | 15974 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2295200 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 184613 | TotalOtherCompensation |
| Number Individuals GT100 K | 16 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KING AND SPALDING LLP | |||||
| PO BOX 116133 | ATLANTA | GA | 303686133 | LEGAL | 336800 |
| ARNOLD & PORTER | |||||
| PO BOX 37116 | BALTIMORE | MD | 21297 | LEGAL | 191453 |
| TRINET | |||||
| 1100 SAN LEANDRO BLVD 400 | SAN LEANDRO | CA | 94577 | PAYROLL AND BENEFITS | 123123 |
| SCD INFORMATION TECHNOLOGY | |||||
| 6630 ELI WITNEY DRIVE SUITE E | COLUMBIA | MD | 21046 | IT | 114102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 150000 | AllOtherContributions |
| Total Contributions | 150000 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRACT REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 527526 | TotalRevenueColumn |
| Related Or Exempt Function Income | 527526 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 527526 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1056254 | TotalRevenueColumn |
| Exclusion | $1,056,254 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13044816 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12996155 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 48661 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48661 | TotalRevenueColumn |
| Exclusion | $48,661 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| AMORT.CONTRIB.DISC. | 900099 | 998779 | $998,779 |
| MISCELLANEOUS | 900099 | 85377 | $85,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1084156 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2866597 | TotalRevenueColumn |
| Related Or Exempt Function Income | 527526 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,189,071 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350000 | Total |
| Program Services | 350000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100000 | Total |
| Program Services | 100000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1584142 | Total |
| Program Services | 1103938 | ProgramServices |
| Management And General | 480204 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4964297 | Total |
| Program Services | 4515264 | ProgramServices |
| Management And General | 449033 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141056 | Total |
| Program Services | 122492 | ProgramServices |
| Management And General | 18564 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 569927 | Total |
| Program Services | 510531 | ProgramServices |
| Management And General | 59396 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 455728 | Total |
| Program Services | 398974 | ProgramServices |
| Management And General | 56754 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 452811 | Total |
| Program Services | 82177 | ProgramServices |
| Management And General | 370634 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44539 | Total |
| Management And General | 44539 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65000 | Total |
| Fundraising | 65000 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 327923 | Total |
| Program Services | 94892 | ProgramServices |
| Management And General | 233031 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 432647 | Total |
| Program Services | 294871 | ProgramServices |
| Management And General | 137776 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241546 | Total |
| Program Services | 39023 | ProgramServices |
| Management And General | 202523 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2015841 | Total |
| Program Services | 79696 | ProgramServices |
| Management And General | 1936145 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180789 | Total |
| Program Services | 141493 | ProgramServices |
| Management And General | 39253 | ManagementAndGeneral |
| Fundraising | 43 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66605 | Total |
| Program Services | 32613 | ProgramServices |
| Management And General | 33992 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71715 | Total |
| Program Services | 25715 | ProgramServices |
| Management And General | 46000 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1584604 | Total |
| Program Services | 672347 | ProgramServices |
| Management And General | 912257 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37523 | Total |
| Program Services | 199 | ProgramServices |
| Management And General | 37324 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| GENERAL LAB SUPPLIES | 1694666 | 1691723 | 2943 |
| OTHER LAB EXPENSE | 246654 | 246654 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171950 | Total |
| Program Services | 73809 | ProgramServices |
| Management And General | 98141 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15799963 | Total |
| Program Services | 10576411 | ProgramServices |
| Management And General | 5158509 | ManagementAndGeneral |
| Fundraising | 65043 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2533455 | BOY |
| EOY | 533046 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6156659 | BOY |
| EOY | 12639901 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56576792 | BOY |
| EOY | 36915387 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344821 | BOY |
| EOY | 59028 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205203 | BOY |
| EOY | 95057 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 13153250 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2909740 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10104511 | BOY |
| EOY | 10243510 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36543162 | BOY |
| EOY | 39608451 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215210 | BOY |
| EOY | 214959 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112679813 | BOY |
| EOY | 100309339 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 725484 | BOY |
| EOY | 1114431 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 460468 | BOY |
| EOY | 563407 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2300000 | BOY |
| EOY | 2300000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1661542 | BOY |
| EOY | 1663190 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5147494 | BOY |
| EOY | 5641028 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45261513 | BOY |
| EOY | 52307148 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62270806 | BOY |
| EOY | 42361163 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107532319 | BOY |
| EOY | 94668311 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112679813 | BOY |
| EOY | 100309339 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -12933366 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 69358 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Org170b1 Aiii | X | MedicalResearchOrg170b1Aiii |
Hospital Name And Address HospitalNameAndAddress
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNS HOPKINS UNIVERSITY HOSPITAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | BALTIMORE | City |
| State | MD | State |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7055516 | OtherCostOrOtherBasis |
| Depreciation | 1133644 | Depreciation |
| Book Value | 5921872 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5444861 | OtherCostOrOtherBasis |
| Depreciation | 1574887 | Depreciation |
| Book Value | 3869974 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 652873 | OtherCostOrOtherBasis |
| Depreciation | 201209 | Depreciation |
| Book Value | 451664 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10243510 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT | $1,345,926 |
| CAPITAL LEASE | $317,264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1663190 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2935955 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 69358 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 69358 | RevenueNotRptdF990 |
| Revenue Subtotal | 2866597 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2866597 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15799963 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15799963 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15799963 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE INSTITUTE FOLLOWS THE PROVISIONS OF ASC 740-10 RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE INSTITUTE ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE INSTITUTE BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE INSTITUTE'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE INSTITUTE HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2013 AND 2012. THE INSTITUTE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS FROM FISCAL YEAR END 2010 FORWARD; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY OPEN TAX PERIODS. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | GRANTS | TypeOfActivitiesConducted |
| Specific Services Provided | RESEARCH | SpecificServicesProvided |
| Total Expenditures | 100000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 100000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 100000 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - | Region |
| Purpose Of Grant | RESEARCH | PurposeOfGrant |
| Amount Of Cash Grant | 100000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE TRANSFERS | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: THIS AGREEMENT PROVIDES FOR MONITORING OF GRANT FUNDS. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY COUNSELING SERVICE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 824885 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19182 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PLANNING SESSIONS AND A REVENUE GENERATION STRATEGY REPORT. | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 65000 | AmountRetainedByContractor |
| Net To Organization | -65000 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 65000 | TotalRetainedByContractors |
| Total Net To Organization | -65000 | TotalNetToOrganization |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLUMBIA UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29789 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100879789 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 135598093 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 350000 | AmountOfCashGrant |
| Purpose Of Grant | COLLABORATION AGREEMENT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ONLY GRANT MADE WAS TO COLUMBIA UNIVERSITY UNDER A COLLABORATION AGREEMENT. THIS AGREEMENT PROVIDES FOR MONITORING OF GRANT FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL R WEINBERGER | ||||||||||||||
| DIRECTOR & CEO | 503185 | 0 | 0 | 0 | 0 | 0 | 7500 | 0 | 3631 | 0 | 514316 | 0 | 0 | 0 |
| THOMAS M HYDE | ||||||||||||||
| CHIEF OPERATING OFFICER | 284679 | 0 | 0 | 0 | 0 | 0 | 7500 | 0 | 13974 | 0 | 306153 | 0 | 0 | 0 |
| RON MCKAY | ||||||||||||||
| DIRECTOR | 347682 | 0 | 5000 | 0 | 0 | 0 | 7500 | 0 | 3479 | 0 | 363661 | 0 | 0 | 0 |
| JIM BARROW | ||||||||||||||
| INVESTIGATOR | 193414 | 0 | 0 | 0 | 0 | 0 | 7500 | 0 | 17154 | 0 | 218068 | 0 | 0 | 0 |
| RICHARD STRAUB | ||||||||||||||
| INVESTIGATOR | 153133 | 0 | 0 | 0 | 0 | 0 | 5592 | 0 | 18620 | 0 | 177345 | 0 | 0 | 0 |
| YUAN GAO | ||||||||||||||
| INVESTIGATOR | 165319 | 0 | 0 | 0 | 0 | 0 | 7500 | 0 | 16935 | 0 | 189754 | 0 | 0 | 0 |
| JOHN MEYERS | ||||||||||||||
| DIRECTOR/DB MANAGER | 145135 | 0 | 2500 | 0 | 0 | 0 | 3004 | 0 | 17009 | 0 | 167648 | 0 | 0 | 0 |
| VENKATA MATTAY | ||||||||||||||
| INVESTIGATOR | 239239 | 0 | 5000 | 0 | 0 | 0 | 1250 | 0 | 20458 | 0 | 265947 | 0 | 0 | 0 |
| XI CHENG | ||||||||||||||
| INVESTIGATOR | 129134 | 0 | 5000 | 0 | 0 | 0 | 675 | 0 | 15299 | 0 | 150108 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE ORGANIZATIONAL TRAVEL POLICY ALLOWS FOR FIRST CLASS TRAVEL FOR DESTINATIONS ABROAD. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| STEVE LIEBER | |||
| DIRECTOR | 23518012 | FOUNDING PARTNER OF ALPINE WOODS CAPITAL INVESTORS LLC WHERE THE ORGANIZATION HAS SIGNIFICANT INVESTMENTS | 0 |
| SAMUEL LIEBER | |||
| DIRECTOR AND TREASURER | 23518012 | CHIEF EXECUTIVE OFFICER OF ALPINE WOODS CAPITAL INVESTORS LLC WHERE THE ORGANIZATION HAS SIGNIFICANT INVESTMENTS | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | STEVE LIEBER, CONSTANCE LIEBER, SAMUEL LIEBER AND MARY RUBIN HAVE A FAMILY RELATIONSHIP. TAMAR AND MILTON MALTZ HAVE A FAMILY RELATIONSHIP. STEVE LIEBER AND SAMUEL LIEBER HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTANT AND REVIEWED IN DRAFT FORM BY MANAGEMENT AND THE ORGANIZATION'S ATTORNEY. IT IS CIRCULATED TO THE BOARD OF DIRECTORS VIA EMAIL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THERE ARE TWO CONFLICT OF INTEREST POLICIES. ONE GOVERNS DIRECTORS, OFFICERS AND KEY EMPLOYEES. PURSUANT TO THIS POLICY, THE COVERED PERSONS MUST SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM WHEN THEY JOIN OR ARE APPOINTED AND ANNUALLY THEREAFTER. THE SECOND POLICY PRIMARILY GOVERNS RESEARCHERS. ALL COVERED EMPLOYEES UNDER THIS POLICY ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY UPON COMMENCEMENT OF EMPLOYMENT. COVERED PERSONS UNDER EACH POLICY ARE REQUIRED TO DISCLOSE NEW CONFLICTS OF INTEREST TO MANAGMENT AS SOON AS THEY ARISE. |
| THE ORGANIZATION IS IN THE PROCESS OF ESTABLISHING A PROCESS FOR REVIEWING COMPENSATON. AN INDEPENDENT FIRM WILL BE HIRED TO PROVIDE AN INITIAL REVIEW OF COMPENSATION AND GUIDANCE WITH RESPECT OT POLICIES AND PROCEDURES TO BE FOLLOWED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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