TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION (EIN 33-1092191)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-10
- IRS object ID
- 201443149349303104
- Schema version
- 2013v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T17:48:27-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH CENTRAL AVENUE STE 2300 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331092191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHARLES K COLESON | InCareOfNm |
| Business Name Control | TRAN | BusinessNameControlTxt |
| Phone | 6023438423 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET SUITE 600 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BASSOFF | PersonNm |
| Person Title | PRESIDENT, TGEN FDN | PersonTitleTxt |
| Signature | 2014-11-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA D GRIESEMER | PreparerPersonNm |
| PTIN | P00264669 | PTIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Michael Bassoff | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET SUITE 600 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,175,268 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.helptgen.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | Biogenomic medical research fundraising for The Translational Genomics Research Institute (TGEN). | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $488,410 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,174,321 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,740 | PYInvestmentIncomeAmt |
| CY Investment Income | $947 | CYInvestmentIncomeAmt |
| PY Other Revenue | $36 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $490,186 | PYTotalRevenueAmt |
| CY Total Revenue | $12,175,268 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $526,908 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,708,330 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $73,820 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,083,142 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,352,901 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $44,840 | PYOtherExpensesAmt |
| CY Other Expenses | $739,611 | CYOtherExpensesAmt |
| PY Total Expenses | $645,568 | PYTotalExpensesAmt |
| CY Total Expenses | $8,531,083 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$155,382 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,644,185 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,526,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,620,313 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,934,786 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,377,343 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,591,221 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,242,970 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Biogenomic medical research fundraising for The Translational Genomics Research Institute (TGEN). | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,708,330 | ExpenseAmt |
| Grant | $6,708,330 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $6,708,330 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | 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 | false | TaxExemptBondsInd |
| 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 | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES K COLESON | PersonNm |
| Phone | 6023438599 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET SUITE 600 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Michael Bassoff | ||||||||
| President TGen Foundation | 24.0 | 16.0 | Yes (X) | Yes (X) | $0 | $441,315 | $19,572 | |
| Bennett Dorrance | ||||||||
| Board Member/Chairman | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ken Kendrick | ||||||||
| Board Member/Secretary | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Richard J Lehmann | ||||||||
| Board Member/Treasurer | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jerry Bisgrove | ||||||||
| BOARD MEMBER (PART YEAR) | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Teresa Burleson | ||||||||
| Board MBR/ASST SEC/ASST TREAS | 1.0 | 39.0 | Yes (X) | $0 | $451,701 | $66,559 | ||
| Karl Eller | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Phil Francis | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Diane Halle | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mike Ingram | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Catherine Ivy | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| F Francis Najafi | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William J Post | ||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| J Danforth Quayle | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Troy Richards | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| The Honorable Skip Rimsza | ||||||||
| BOARD MEMBER (PART YEAR) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ray Thurston | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey M Trent Phd | ||||||||
| Board Member | 1.0 | 39.0 | Yes (X) | $0 | $877,215 | $117,686 | ||
| Howard Young | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Charles K Coleson | ||||||||
| Chief Financial Officer | 1.0 | 39.0 | Yes (X) | $0 | $124,189 | $8,792 | ||
| Elizabeth Montemayor | ||||||||
| CFO (THRU 3/15/13) | 1.0 | 39.0 | Yes (X) | $0 | $273,937 | $5,347 | ||
| Terrence McManus | ||||||||
| VP, Strategic Initiatives | 40.0 | 0.0 | $0 | $142,894 | $10,848 | Yes (X) | ||
| Erin Massey | ||||||||
| VICE PRESIDENT | 40.0 | 0.0 | $0 | $121,162 | $8,001 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,432,413 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $236,805 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRANSLATIONAL GENOMICS RESEARCH INS | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET SUITE 600 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT SERVICES | ServicesDesc |
| Compensation | $108,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| All Other Contributions | $12,174,321 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $12,174,321 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $947 | TotalRevenueColumnAmt |
| Exclusion | $947 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 | $12,175,268 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $947 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,708,330 | TotalAmt |
| Program Services | $6,708,330 | 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 | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,371 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $70,537 | ManagementAndGeneralAmt |
| Fundraising | $634,834 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,771 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $108,314 | ManagementAndGeneralAmt |
| Fundraising | $269,457 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,290 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $154,290 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,967 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $9,997 | ManagementAndGeneralAmt |
| Fundraising | $89,970 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,659 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $12,566 | ManagementAndGeneralAmt |
| Fundraising | $113,093 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,041 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,204 | ManagementAndGeneralAmt |
| Fundraising | $19,837 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,418 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $8,742 | ManagementAndGeneralAmt |
| Fundraising | $78,676 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,596 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,560 | ManagementAndGeneralAmt |
| Fundraising | $23,036 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,776 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $13,778 | ManagementAndGeneralAmt |
| Fundraising | $123,998 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $453 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues and Subscriptions | $3,380 | $0 | $3,380 | $0 |
| RECRUITMENT | $18 | $18 | ||
| All Other Expenses | $83,013 | $0 | $83,013 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,531,083 | TotalAmt |
| Program Services | $6,708,330 | ProgramServicesAmt |
| Management And General | $469,852 | ManagementAndGeneralAmt |
| Fundraising | $1,352,901 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,502 | BOYAmt |
| EOY | $31,607 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,136,791 | BOYAmt |
| EOY | $8,937,566 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,295,214 | BOYAmt |
| EOY | $5,639,193 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212 | BOYAmt |
| EOY | $212 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,815 | BOYAmt |
| EOY | $5,248 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,020 | BOYAmt |
| EOY | $6,487 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $168,169 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $168,169 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453 | BOYAmt |
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 | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,526,007 | BOYAmt |
| EOY | $14,620,313 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,934,668 | BOYAmt |
| EOY | $5,377,343 | 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 | $118 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,934,786 | BOYAmt |
| EOY | $5,377,343 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,773,966 | BOYAmt |
| EOY | -$2,496,744 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,303,094 | BOYAmt |
| EOY | $11,677,621 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,093 | BOYAmt |
| EOY | $62,093 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,591,221 | BOYAmt |
| EOY | $9,242,970 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,526,007 | BOYAmt |
| EOY | $14,620,313 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,644,185 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,564 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $721,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,945,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,860,920 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $488,410 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,174,321 | CurrentTaxYearAmt |
| Total | $25,191,181 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $721,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,945,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,860,920 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $488,410 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,174,321 | CurrentTaxYearAmt |
| Total | $25,191,181 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,514,878 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,676,303 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,708 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $947 | CurrentTaxYearAmt |
| Total | $210,208 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,401,389 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,803 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73525 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75715 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, COLUMN (D) | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS INCLUDED IN PART II, COLUMN(D) ARE FOR A SHORT PERIOD, 12/01/2012 - 12/31/2012. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule 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 | $62,093 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,353 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,353 | OtherExpendituresAmt |
| End Year Balance | $62,093 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,093 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $566 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $566 | OtherExpendituresAmt |
| End Year Balance | $62,093 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,093 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,787 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,787 | OtherExpendituresAmt |
| End Year Balance | $62,093 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,093 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,025 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,025 | OtherExpendituresAmt |
| End Year Balance | $62,093 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,093 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,353 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,353 | OtherExpendituresAmt |
| End Year Balance | $62,093 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,053 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,053 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $157,116 | OtherCostOrOtherBasisAmt |
| Depreciation | $157,116 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | TGen Foundation classifies as permanently restricted net assets (1) the original value of the gift donated to permanent endowment, (2) the original value of subsequent gifts donated to the permanent endowment, and (3) accumulations to the permanent endowment made in accordance with the direction of the applicable donor gift instrument. TGen Foundation has a restricted asset which allows them to use any investment income for operating expenses. |
| SCHEDULE D, PART X, LINE 2 | MANAGEMENT IS OF THE OPINION THAT SUBSTANTIALLY ALL OF TGEN'S AND THE FOUNDATION'S ACTIVITIES ARE RELATED TO THEIR EXEMPT PURPOSES, AND NO MATERIAL UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED OR RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS AT DECEMBER 31, 2013. TGEN AND THE FOUNDATION FILE FORMS 990 IN THE U.S. FEDERAL JURISDICTION AND COMPARABLE FORMS IN THE STATE OF ARIZONA. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Translational Genomics Research Institute | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5th St Ste 600 | AddressLine1 |
| City | Phoenix | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 753065445 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $6,708,330 | CashGrantAmt |
| Purpose Of Grant | FUNDRAISING FOR TGEN | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The Foundation is organized exclusively to benefit TGEN, a related 501(c)(3) tax-exempt organization, by supporting TGEN's fundraising and development functions. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | 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 (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | 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 | Bonus Related OrganizationsBonusRelatedOrganizationsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael Bassoff | ||||||||||||||
| President TGen Foundation | $0 | $424,752 | $0 | $0 | $16,563 | $0 | $10,200 | $0 | $9,372 | $0 | $460,887 | $0 | $0 | |
| Teresa Burleson | ||||||||||||||
| Board MBR/ASST SEC/ASST TREAS | $0 | $391,326 | $0 | $0 | $810 | $0 | $60,184 | $0 | $6,375 | $0 | $518,260 | $0 | $0 | $59,565 |
| Jeffrey M Trent Phd | ||||||||||||||
| Board Member | $0 | $842,418 | $0 | $0 | $34,797 | $0 | $108,303 | $0 | $9,383 | $0 | $994,901 | $0 | $0 | $0 |
| Elizabeth Montemayor | ||||||||||||||
| CFO (THRU 3/15/13) | $0 | $54,841 | $0 | $0 | $219,096 | $0 | $2,829 | $0 | $2,518 | $0 | $279,284 | $0 | $0 | $0 |
| Terrence McManus | ||||||||||||||
| VP, Strategic Initiatives | $0 | $132,853 | $0 | $0 | $10,041 | $0 | $5,504 | $0 | $5,344 | $0 | $153,742 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, LIne 1a | First class travel is permitted by executive staff only and must, per TGen policy, be pre-approved by the Chief Operating Officer. These expenses were not considered as taxable compensation to the recipient since they were reimbursements for business use under an accountable plan. TGen, a related tax-exempt organization, provides this benefit. SCHEDULE J, PART I, LINE 3 TGen Foundation does not determine or pay any compensation or benefits. All compensation and benefits are determined and paid by TGen, a related tax-exempt organization. SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS IN 2013, WHICH HAVE BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III): ELIZABETH MONTEMAYOR $204,878 |
| Schedule J, Part I, Line 7 | Some of the persons listed in Form 990, Part VII, were paid bonuses which were based on accomplishments of specific milestones and/or performance bases. |
| SCHEDULE J, PART II | DEFERRED COMPENSATION INCLUDES RETENTION AGREEMENTS FOR DR. JEFFREY TRENT AND TERESA BURLESON. DR. TRENT IS ELIGIBLE TO RECEIVE $500,000 ON 03/12/2017 AND TERESA BURLESON IS ELIGIBLE TO RECEIVE $250,000 ON 11/30/2017 PAYABLE BY TGEN. AMOUNTS ACCRUED BY TGEN DURING CALENDAR YEAR 2013 UNDER THESE AGREEMENTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION AS FOLLOWS: JEFFERY M. TRENT, PH.D. $100,000 TERESA BURLESON $50,000 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
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| Form 990, Part III, Line 4A | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION RAISES FUNDS FOR THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE ("TGEN"). THE PROGRAM SERVICE ACCOMPLISHMENTS OF TGEN ARE LISTED BELOW: Introduction Year-over-year, TGen adds value to Arizona's biomedical sector through scientific and medical advances, educating the next generation of scholars, and economic stimulus. A key to this success has been our State-funded support. In FY13, our 11th year of operations, we announced among other initiatives, the launch of the TGen Center for Rare Childhood Disorders (C4RCD), where our faculty will apply the latest tools of genomic medicine to provide answers for parents wanting to identify the disease or disorder affecting their child. And, thanks to Stand Up To Cancer, The Ben & Catherine Ivy Foundation, the Melanoma Research Alliance, the State's universities, multiple local health care providers and others, we initiated research projects and clinical trials in the study of melanoma and brain tumors, with the goal of delivering the latest in effective new treatments to patients as quickly as possible. In the area of Alzheimer's disease research, MindCrowd (www.mindcrowd.org) is a unique internet-based project designed to identify the genetic markers linked to learning and memory. MindCrowd harnesses the power of the Internet to study the human brain by engaging the world and seeking 1 million on-line participants. We have all met someone who can run faster or jump higher than us. When it comes to learning and remembering, the same is true. Our individual genetic blueprint - made up of billions of letters - determine, at least in part, these differences. Today, more than ever before, many patients facing cancer and other serious illnesses are hearing about TGen's patient-focused research and how it has begun to change the way we think about the practice of medicine. In a front-page New York Times article, the search for precision therapy brought San Diego-based molecular biologist Dr. Tim McDaniel to TGen when his own mother faced a rare but deadly cancer. Knowing of their patient-focused approach to research, Dr. McDaniel selected TGen scientists to help connect the best available science to his mother's treatment plan. By working together to analyze the billions of data points in her genome, they identified a unique genetic change and matched it with a therapy that improved his mother's quality of life long enough for her to celebrate her 50th wedding anniversary. TGen's patient-focused approach also enabled TGen to be selected by Stand Up To Cancer and the Melanoma Research Alliance to co-lead a national dream team of scientists and physicians in an unprecedented three-year study of the most deadly form of skin cancer. They will investigate possible new individualized approaches to patients based on the specific genomic changes in their cancers. A common thread to all of these stories is TGen's ability to sift through the billions of genetic data points generated through the sequencing of each individual genome. Advances in medicine and scientific knowledge about disease have created a ripe environment for medical advances. Nevertheless, identifying the right treatment to target cancer and other complex diseases is still difficult and cost prohibitive. The development of whole genome sequencing and advanced proteomic technologies, both occurring at TGen, addresses these challenges. TGen's application of these technologies, coupled with next-generation sequencing methods, allows our faculty to sequence an individual's entire genome more quickly and cost effectively than ever before. This has unlocked the biology of disease in entirely new ways. Sequencing pinpoints clinically actionable targets for difficult-to-treat cancers by identifying all the genetic mutations in a human genome. This creates more opportunities for clinical collaborations between TGen and its research partners and allows TGen to establish a niche for itself in clinical applications of next-generation sequencing technology. Patients benefit from access to personalized data that identifies familial genetic risks and allows them to make informed healthcare decisions. To facilitate diagnosis and inform treatment in a timely manner, TGen successfully established a federally certified clinical services laboratory. Known as CLIA certification, this designation provides clinicians the ability to treat immediately based upon TGen's genetic findings, a process that otherwise would require outsourcing and could take several weeks or longer, time many patients simply cannot afford. The Next Decade and Beyond While TGen and its scientists have made great progress in the past decade, the opportunity to create a watershed moment in precision medicine is now. TGen leads through its mission of transforming the standard of care patients receive today and in the future. TGen participation in patient care results in a distinct clinical practice that connects cutting-edge technology to discern the individual patient's genome coupled with molecular knowledge. Working together, the patient's doctor and TGen scientists can arrive at an individual treatment plan. After its initial decade of work, TGen stands poised to: - Enhance and grow the talent and technology - the scientists and the equipment - required to move toward our vision for transforming today's standard-of-care, where local research benefits local patients first. - Solve the emerging challenges by intently moving along the trajectory of continuing success, confident of the plan and the goal, but keenly aware that there must be improvements through iterative learning. TGen's work fills a special void that other organizations often cannot undertake: we discover and conquer new directions and solutions for diagnosis and treatment of the most difficult and often unique health issues that have never been accomplished before. - Deliver: because TGen's vision is to solve unmet healthcare issues on a personalized level, our direction and progress positions our focus in a space where pioneering steps lead our scientists to untested terrain. Where many research and translational clinical programs talk and plan about new approaches to treatment and care, TGen delivers progress by creating new paradigms. - Press for continuous improvement: encompass and analyze larger datasets, learn from each patient to create better outcomes and accelerate clinical impact toward a better standard of care for all patients. Disrupting the status quo is the very nature of innovation and at TGen, our faculty draw inspiration from challenging the status quo. TGen has realized great progress in its initial 10-year growth and re-investment will bring still greater impact and results; maintenance of the current status is not adequate if we are to ensure that greater results are available to improve patient care and save lives. In addition, the following overview provides a snapshot of recent progress in scientific publications, grants, contracts, philanthropy, education and outreach, media and community recognition. |
| Peer-Reviewed Laboratory Research Publications and Presentations | The main focus of TGen's biomedical research has always been the patient, whether seeking a greater understanding of the biology underlying a particular disease, or using that knowledge to develop diagnostic platforms or render more precise treatment options. Driven by technology, but powered by TGen's outstanding scientific and clinical investigators, the Institute is equal to the strengths and capabilities of any of today's leading research and clinical institutes. Nowhere is this more evident than with TGen's whole genome sequencing capabilities. Whole genome sequencing allows us to dig deeper into the genome than ever before by providing more information and increasing our probability of identifying something significant. The long-term hope is that doctors will leverage this information to inform decisions about patient care. The results from these research studies appear in a number of leading scientific and medical journals and add to the growing knowledge base of molecular research and medicine. In FY13, TGen researchers published their research results in numerous scholarly peer-reviewed academic journals and through presentations at leading national and international conferences. These include publication in leading scientific journals such as Nature, Nature Genetics, Cancer, Genome Medicine, PLos One, Human Genetics, Blood, Science Translational Medicine, and a host of other disease-associated publications. FY13 Select Highlights 1. Isolation and characterization of muscle fatigue substance with anti-tumor activities. Munoz RM, Han H, Tegeler T, Petritis K, Von Hoff DD, Hoffman SA. J Cancer. 2013 May 9;4(4):343-9. Print 2013. 2. Cancer of the ampulla of Vater: analysis of the whole genome sequence exposes a potential therapeutic vulnerability. Demeure MJ, Craig DW, Sinari S, Moses TM, Christoforides A, Dinh J, Izatt T, Aldrich J, Decker A, Baker A, Cherni I, Watanabe A, Koep L, Lake D, Hostetter G, Trent JM, Von Hoff DD, Carpten JD. Genome Med. 2012 Jul 4;4(7):56. [Epub ahead of print] 3. Reciprocal Activation of Transcription Factors Underlies the Dichotomy between Proliferation and Invasion of Glioma Cells. Dhruv HD, McDonough Winslow WS, Armstrong B, Tuncali S, Eschbacher J, Kislin K, Loftus JC, Tran NL, Berens ME. PLoS One. 2013; 8(8):e72134. 4. HOXB13 is a susceptibility gene for prostate cancer: results from the International Consortium for Prostate Cancer Genetics (ICPCG). Xu J, Lange EM, Lu L, Zheng SL, Wang Z, Thibodeau SN, Cannon-Albright LA, Teerlink CC, Camp NJ, Johnson AM, Zuhlke KA, Stanford JL, Ostrander EA, Wiley KE, Isaacs SD, Walsh PC, Maier C, Luedeke M, Vogel W, Schleutker J, Wahlfors T, Tammela T, Schaid D, McDonnell SK, DeRycke MS, Cancel- Tassin G, Cussenot O, Wiklund F, Grnberg H, Eeles R, Easton D, Kote-Jarai Z, Whittemore AS, Hsieh CL, Giles GG, Hopper JL, Severi G, Catalona WJ, Mandal D, Ledet E, Foulkes WD, Hamel N, Mahle L, Moller P, Powell I, Bailey-Wilson JE, Carpten JD, Seminara D, Cooney KA, Isaacs WB; International Consortium for Prostate Cancer Genetics. Hum Genet. 2013 Jan; 132(1):5-14. Epub 2012 Oct 12. 5. Detection of chromosomal alterations in the circulation of cancer patients with whole- genome sequencing. Leary RJ, Sausen M, Kinde I, Papadopoulos N, Carpten JD, Craig D, O'Shaughnessy J, Kinzler KW, Parmigiani G, Vogelstein B, Diaz LA Jr, Velculescu VE. Sci Transl Med. 2012 Nov 28; 4(162):162ra154. 6. Genetic relationship between five psychiatric disorders estimated from genome-wide SNPs. Cross-Disorder Group of the Psychiatric Genomics Consortium, Lee SH, Ripke S, Neale BM, Faraone SV, Purcell SM, Perlis RH, Mowry BJ, Thapar A, Goddard ME, Witte JS, Absher D, Agartz I, Akil H, Amin F, Andreassen OA, Anjorin A, Anney R, Anttila V, Arking DE, Asherson P, Azevedo MH, Backlund L, Badner JA, Bailey AJ, Banaschewski T, et. al. Nat Genet. 2013 Aug 28; 45(9):984-?94. Epub 2013 Aug 11. 7. An integrated map of genetic variation from 1,092 human genomes. 1000 Genomes Project Consortium, Abecasis GR, Auton A, Brooks LD, DePristo MA, Durbin RM, Handsaker RE, Kang HM, Marth GT, McVean GA. Nature. 2012 Nov 1; 491(7422):56-65. 8. Multicenter phase I trial of the mitogen-activated protein kinase 1/2 inhibitor BAY 86-9766 in patients with advanced cancer. Weekes CD, Von Hoff DD, Adjei AA, Leffingwell DP, Eckhardt SG, Gore L, Lewis KD, Weiss GJ, Ramanathan RK, Dy GK, Ma WW, Sheedy B, Iverson C, Miner JN, Shen Z, Yeh LT, Dubowy RL, Jeffers M, Rajagopalan P, Clendeninn NJ. Clin Cancer Res. 2013 Mar 1; 19(5):1232-43. Epub 2013 Feb 22. Clinical Research / Clinical Trials At TGen, the concept of pairing a treatment strategy with an individual's unique molecular profile with the goal of improving patient outcomes is a process we commonly refer to as precision medicine. Initially, TGen is applying this new method to many aggressive cancers and rare diseases for patients who are resistant to traditional treatments. The long-term hope is that doctors will leverage this information and use it routinely to make informed decisions about patient care. By identifying molecular targets before treating disease, medicine becomes more rational, more personalized, and drives down (not layers on) costs. Matching the right patient with the right therapy appropriate to the underlying genetics of their specific disease will mean that a higher proportion of patients will benefit. There will be more durable responses and longer survival times. There will be less unnecessary toxicity, expense, and time wasted on ineffective therapies. Established in 2006, The Virginia G. Piper Cancer Center (VGPCC) Clinical Trials Program at Scottsdale Healthcare, a strategic alliance between TGen and Scottsdale Healthcare (SHC), provides a direct clinical research site for TGen: Dr. Daniel Von Hoff, TGen's Physician-in-Chief, serves as Chief Scientific Officer. Program clinicians' focus on clinical trials with targeted agents and genomics-based individualized therapy. The VGPCC Clinical Trials Program allows the unique opportunity for TGen to transition its laboratory-based research to patient care centered on individualized therapy. In FY13, program staff managed nearly 50 Phase I-III clinical trials for advanced or rare cancers. Patient participation in clinical trials include: - Over 300 visits per month - Nearly 40 new patients per month - Over 400 patient samples collected per month. |
| FY13 Highlights | 1. In August 2012, a Phase I/II, multi-center trial designed to test the safety and preliminary efficacy of a first-in-class cancer treatment opened worldwide at the Virginia G. Piper Cancer Center Clinical Trials at Scottsdale Healthcare. PR610 is designed to activate in tissues with low levels of oxygen, which is characteristic of many cancers. This "targeted" approach should deliver more active drug to cancer tissue and less active drug to normal tissue. The two-part trial, would first determine acceptable dose levels of PR610 in patients with various types of advanced cancer. After determining acceptable dose levels, the study would then evaluate the safety and efficacy of PR610 when given to patients with non-small cell lung cancer whose tumors contain a certain genetic mutation. 2. In November 2012, a new cancer drug combination demonstrated significant improvement in overall survival of late-stage pancreatic cancer patients compared to those receiving standard treatment, according to results of a Phase III clinical trial. SHC/TGen Physicians were first to design a clinical trial to determine the safety, tolerability and effectiveness of nab-paclitaxel (Abraxane) in combination with the standard drug gemcitabine in patients with advanced pancreatic cancer. Results of that multicenter study chaired by Dr. Daniel Von Hoff were encouraging enough that it led to one of the largest international studies ever done in pancreatic cancer, with 861 patients. 3. In March 2013, The FDA has approved a thyroid cancer drug successfully tested at Virginia G. Piper Cancer Center Clinical Trials, a partnership of Scottsdale Healthcare and the Translational Genomics Research Institute (TGen). The U.S. Food and Drug Administration approved Cabozantinib for the treatment of progressive, metastatic medullary thyroid cancer (MTC), a rare endocrine gland cancer affecting the thyroid. Previously, MTC patients had limited treatment options. 4. In April 2013, TGen and SHC reported the safety and preliminary efficacy of a new class of tumor fighting drugs. Early results from the phase I, first in-human study of an RNA interference (RNAi) drug were announced during the American Association for Cancer Research (AACR) Annual Meeting 2013, April 6-10, in Washington, D.C. Tekmira Pharmaceuticals developed TKM-080301 (also known as TKM-PLK1). The study was conducted at Virginia G. Piper Cancer Center Clinical Trials at Scottsdale Healthcare, a partnership with TGen. It found that the RNAi drug acts by silencing the PLK1 gene involved in tumor growth and can be safely administered in humans. Most patients tolerated the drug well; some showed therapeutic benefit. Grant Support In addition to philanthropic donations and research contracts, grant funding is an important funding source for research. In FY2013, TGen investigators submitted 117 grants totaling $98M. TGen was awarded 12 grants, totaling $10.5M, with an additional 26 grants pending and in reviews totaling $14M. Additionally, TGen received $5.4M from 2010 and 2011 pending grants, bringing the awarded total for 2012 to $15.9. TGen's success rate currently rests at 22 percent of total grants submitted, placing the Institute nearly 4 percent higher than the national average (NIH overall success rate). FY13 Highlights 1. Three-year grant from the National Institutes of Health (NIH) totaling $1,207,367 to Dr. Nhan Tran to develop small molecule chemical probes against the TWEAK-Fn14 signaling pathway to treat glioma invasion. 2. Five-year grant from the National Institutes of Health (NIH) totaling $1,515,154 to Drs. Haiyong Han and Daniel Von Hoff to study targeted stromal collagen in pancreatic cancer. 3. Four-year grant from the National Institutes of Health (NIH) totaling $1,800,094 to Dr. Lance Price to study the rapid emergence of Livestock-associated methicillin-resistant Staphylococcus aureus (MRSA) ST398. 4. Five-year subcontracted grant to MRIGlobal from the Virginia Contracting Agency totaling $757,834 to Dr. Paul Keim to provide microbial forensics support. 5. Two-year grant under subcontract with the Barrow Neurological Institute/St. Joseph's Hospital and Medical Center from the National Institutes of Health (NIH) totaling $202,880 to Dr. Holly Yin for the development of high-throughput assays for testing non-nicotine components in tobacco products. 6. Two-year grant from National Institutes of Health totaling $472,035 to Drs. Matthew Huentelman and Kendall Jensen to identify a biomarker to predict complications of brain injury under the NIH Common Fund Extracellular RNA Communication Consortium. 7. One-year grant from the Adenoid Cystic Carcinoma Foundation totaling $106,066 to Dr. Michael Barrett to study the determinants of therapeutic benefit for adenoid cystic carcinomas (ACC) patients. 8. Eighteen-month fellowship from the NCF/Merck Science Initiative totaling $92,000 to Dr. Troy McEachron to investigate the molecular and cellular biology that underlies chemo-resistance in pediatric cancer patients. 9. Under subcontract from Arizona Alzheimer's Consortium, a one-year grant totaling $165,000 to Dr. Matthew Huentelman to study novel biomarker and genetic risk factor identification in Alzheimer's disease. 10. Under subcontract from the University of Maryland, a two-year grant from the National Institutes of Health (NIH) totaling $54,172 to Dr. Jason Sahl to identify Cloud-enabled genomics resources for automated pathogen diagnostics in the field. |
| Enterprise Efforts, Collaboration, Spin offs & Job Creation | In FY13, TGen launched 2 initiatives to leverage internal discoveries and developments in genomics research and informatics tools. These are: 1. TGen Animal Health: A research and development project with a local Arizona firm to evaluate the portability of human diagnostic tools in the treatment of canine cancer. TGen is one of the early adopters of the canine model as a vehicle to accelerate human research. 2. Translational Systems, LLC: Translational Systems, LLC was created to facilitate the commercialization of a suite of informatics tools used in the creation, analysis and interaction of data from a variety of sources including patient samples and genomic data. Invention Disclosures TGen filed 28 invention disclosures in FY13 based on discoveries stemming from TGen-led research, and 26 provisional patent applications. Contracts and Collaborations TGen signed a total of 440 contracts in FY13, broken down as follows: a. 113 CDAs b. 70 MTAs c. 40 Research Collaborations d. 38 Consulting Agreements e. 79 Professional Service Agreements f. 4 Commercialization Licenses g. 96 agreements covering miscellaneous activities A sample of the universities, institutes, medical centers and corporations that TGen worked with include: Veterinary Neurological Center; Texas Engineering Experiment Station (TEES); Hills Pet Nutrition; Mayo Clinic; Illumina; Pathogene; Phoenix Children's Hospital; Spectrum Health Hospitals; Geisinger Clinic; Michigan State University; AztraZeneca Pharmaceuticals; Onyx Pharmaceuticals; Novartis Horsham Research Centre; Dignity Health; MMRC; Hoffmann- LaRoche; FDA/AZ Dept of Health Services; and Ventana Medical Systems. Job Creation Sixteen new full-time equivalent positions were created in 2013 with salaries and benefits totaling $1,213,836. Salaries for temporary positions (those positions created for a finite period of time) totaled $93,600 and student salaries were just over $340,000, bringing the overall total to $1,647,436. Eighty-eight percent of full-time TGen staff holds a college degree and fifty percent holds an advanced degree. FY13 full-time positions filled (new and replacements) included: - Accountant II - Assistant Professor - Bioinformatician, Associate - Business Analyst - Chief Financial Officer - Clinical Research Coordinator - Sr. Engineer, High-Performance Computing - Histotechnologist - IT Administrator - Manager, Physician In Chief's Office - Post-Doc Fellow - Research Associate - Research Associate II - Research Associate III - SharePoint Developer - Education and Outreach Specialist - Sr. Data Base Administrator - Staff Scientist - Vice President, Corporate Development Education and Public Outreach TGen gears its science education and community outreach toward the development of a talented bioscience workforce in Arizona and increased public fluency in genomic science and translational medicine. Education FY13 saw 45 Arizona students - selected from nearly 500 Arizona applicants - participate in TGen's flagship, paid summer internship program, Helios Scholars at TGen. Nearly every TGen division hosted interns for hands-on experiences: grants and research administration, environmental health and safety, cancer, neurological disease, diabetes and infectious disease. Cohort demographics: 73 percent attended public colleges or universities in Arizona; 24 percent self-identified as races/ethnicities underrepresented in the biosciences; 22 percent were in high school, 69 percent in college and 9 percent in graduate or medical school. TGen re-engaged the nearly 250 Helios Scholars alumni for the second annual alumni networking reception in July. Intern alumni from every Helios Scholars' class (2007-2013) attended the reception to expand their Arizona bioscience networks. Alumni also provide guidance to each new summer intern class, sit on the selection committee and act as ambassadors for the biosciences within their social and professional networks. The Ben and Catherine Ivy Foundation awarded TGen funding for an expanded second year of the Ivy Neurological Sciences Internship Program, a summer and fall paid internship program now supporting two high school students, four undergraduates and one medical school candidate annually for neurological disease research and a clinical training module. For a second year, TGen partnered with Duke University to bring two Duke undergraduates interested in bioinformatics and genomics to TGen for a 10-week internship. This broadened awareness of TGen nationally and potentially set the stage for future faculty collaborations. Outside of these programs, TGen hosted approximately 15 summer interns, and 50+ academic year interns throughout all TGen research divisions including laboratory and clinical research, research administration, and mathematics and computational biology research. Public Outreach In FY13 TGen hosted over 50 public tours (~500 attendees) for students, teachers, community organizations and the general public. New this year is TGen's participation in the Lesson2Life teacher-training program offered by the Arizona K12 Center. Eight local teachers visited the Institute for a genomics and biotechnology update, a laboratory tour and interaction with a panel of high school and undergraduate interns. In February 2013, TGen hosted an in-depth laboratory tour and networking reception exclusively for local STEM educators, "Teacher Night at TGen," with nearly 50 attendees in support of the Arizona SciTech Festival. At the reception, teachers had the opportunity to network with each other and TGen scientists. In March 2013, TGen supported three local high school students from the Be a Leader Foundation for the annual Shadow a Professional Day. Over 20 TGen scientists served as project judges for the 2013 Intel International Science and Engineering Fair (ISEF). TGen faculty and staff also assisted with ISEF Education and Outreach Day for area middle schools and will expand participation in the 2016 and 2019 Fair rotations. TGen believes it has a responsibility to offer workforce knowledge and expertise to our education community partners. In this spirit, TGen is represented on several boards and working groups including but not limited to: Arizona Science Center Pathways Grant Advisory Board; Paradise Valley Unified School District Center for Research in Engineering, Science and Technology (CREST) Advisory Board; Phoenix Healthcare Sector Partnership; Scottsdale Chamber of Commerce Workforce Development Committee; Arizona Bioindustry Association Workforce Initiative; Intel ISEF Phoenix Local Arrangements Committee (LAC); Center for the Future of Arizona: STEM Diploma Project Advisory Committee. Media/On-line TGen remains active in pursing positive earned media exposure for the Institute's research and philanthropic activities. Media exposure raises awareness and brings added credibility to the Institute and the state. In total, TGen received nearly 1,000 media mentions in FY13 in various trade and public media: locally, nationally and internationally. While citing TGen specifically, these articles and news briefs help build a greater presence for the continuously expanding biomedical science initiatives occurring in Arizona. Media outlets include: ABC News, Arizona Daily Sun, The Arizona Republic, The Boston Herald, Chicago Tribune, CNN, Dow Jones, Flagstaff Today, Forbes, New York Times, National Public Radio, Phoenix Business Journal, Phoenix Magazine, and more. As TGen enters its second decade, we do so with a new logo and website that more succinctly reflects TGen's research environment and mission and the rapidly changing technologies that have accelerated our pace of discovery over the past decade. The new logo reflects TGen's continued focus on the patient, particularly in the areas of cancer, neurology and rare childhood disorders. These changes have altered the public view of how genomics can positively impact society in terms of medical care and so many additional facets of life. TGen has redefined our online presence allows our varied stakeholders to stay up-to-date on the latest research findings, patient advances, public events and initiatives. Our new identity retains the qualities of our brand promise but reflects our evolution over the past decade in becoming leaders in the area of personalized medicine. |
| FORM 990, PART V, LINE 2A; PART VII, SECTION A; AND PART IX | TGEN FOUNDATION DOES NOT HAVE EMPLOYEES, BUT SHARES THE COST OF PERSONNEL, SERVICES, FACILITIES AND EXPENSES WITH TGEN, A RELATED TAX-EXEMPT ORGANIZATION. FORM 990, PART VI, LINE 1A TO THE EXTENT ALLOWED BY LAW, THE EXECUTIVE COMMITTEE MAY ACT ON TGEN FOUNDATION'S BEHALF IN ANY MATTER WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, REPORTING TO THE BOARD OF DIRECTORS FOR ITS INFORMATION AT THE NEXT SUBSEQUENT REGULAR OR SPECIAL MEETING OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE DESIGNATED DIRECTORS, THE CHAIRPERSON OF THE BOARD AND UP TO THREE OTHER FOUNDATION DIRECTORS AS SHALL BE DESIGNATED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Line 6 The sole corporate member of TGen Foundation is The Translational Genomics Research Institute (TGEN). |
| Form 990, Part VI, Line 7a | TGEN, as the sole corporate member of TGen Foundation, has the right to elect the board of directors of TGen Foundation. |
| Form 990, Part VI, Line 7b | The sole corporate member's vote shall be required on: A) The election and removal of elected directors as set forth in the bylaws; B) The adoption of any plan of merger or consolidation; C) The sale of all or substantially all the Foundation's assets in a single transaction or series of related transactions; D) The amendment of the Foundation's articles of incorporation or bylaws; E) The Institution, or consent to Institution, of proceedings to adjudicate the Foundation bankrupt or insolvent, or the filing of a petition seeking or consenting to reorganization or relief under any law relating to bankruptcy, insolvency, or other relief for debtors, or the consent to the appointment of a receiver, liquidator, assignee, trustee, sequestrator (or similar official) of the Foundation or of all or any substantial part of its property, or the making of any assignment for the benefit of creditors, or the admission in writing of the Foundation's inability to pay its debts generally as they become due, or any steps in furtherance of such actions; and F) Those matters upon which the member is granted voting rights in the articles of incorporation, bylaws, or the Arizona Nonprofit Corporation Act. The sole corporate member has the following reserve powers: A) Appoint and remove the President; B) Approve the establishment of new corporate partnership entities created or joined by the Foundation; C) Approve the Foundation's execution of material contracts; and D) Approve the Foundation's incurrence of material debts. |
| Form 990, Part VI, Line 11b | The form 990 is prepared by an outside accounting firm based on information provided by the TGen Finance department. The form 990 is then reviewed by the Finance department and other members of management. The form 990 is posted on the Board website for Board review prior to filing with the IRS. |
| Form 990, Part VI, Line 12c | TGen Foundation distributes a conflict of interest questionnaire annually to all director level positions and above, in addition to any key employees designated by the TGen Chief Operating Officer. The questionnaires are reviewed by the TGen Chief Financial Officer and TGen's Office of Research Compliance. Those employees with conflicts are sent for further review to the TGen Chief Operating Officer to ensure an appropriate plan is set forth. Updates to the list are handled on an as-needed basis, based on contract reviews and employee information. |
| Form 990, Part VI, Lines 15a and 15b | The Foundation does not have any direct employees. Compensation is determined by the Translational Genomics Research Institute (TGen) using the following process: TGen's Governance and Executive Compensation committee will act in an "advice and consent" capacity reviewing the recommendations for the President and Scientific Director regarding the compensation of disqualified persons and forwarding final recommendations to the full Board for approval. Disqualified persons (except for the President and Scientific Director) will not be present for, or participate in, Committee deliberations concerning their compensation (other than to answer questions). The President and Scientific Director will participate in the deliberations concerning the compensation of direct reports. During the decision making process, the Committee will adhere to the executive compensation philosophy. The Committee is authorized (and provided with sufficient funding) to annually engage outside independent compensation and legal advisors, when deemed necessary and advisable. The Committee will comply with the "rebuttable presumption of reasonableness" under section 4958 of the internal revenue code whenever possible. The Committee will review and understand the internal revenue code provisions dealing with "excess benefit transactions concerning disqualified persons' compensation." When developing a compensation philosophy, TGen kept in mind the following factors: The TGen Mission and Strategy The TGen Culture Trends in compensation in the external environment Trends in Recruitment of new employees Trends in organizational Employee Turnover TGEN's Life Cycle Stage |
| FORM 990, PART VI, LINE 19 | TGen Foundation provides its governing documents and conflict of interest policy to the general public upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
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|---|---|---|
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US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5th Street Suite 600 | AddressLine1 |
| City | Phoenix | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753065445 | EIN |
| Primary Activities | Research | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
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| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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