Immune Disease Institute Inc: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- Immune Disease Institute Inc (EIN 04-2158520)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-13
- IRS object ID
- 201302259349301265
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-13T09:52:44-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042158520 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Immune Disease Institute Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IMMU | NameControl |
| Phone | 6177138000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CLSB 3rd Floor 3 Blackfan Circle | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Douglas Vanderslice | Name |
| Title | Sr VP of Finance & CFO | Title |
| Phone | 6173556881 | Phone |
| Date Signed | 2013-08-09 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Terminated Return | X | TerminatedReturn |
| Name Of Principal Officer Person | James Mandell MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Longwood Avenue | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 36276153 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.idi.harvard.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Immune Disease Institute, Inc.'s mission is fundamental biomedical research to improve human health, harness inflammation, and strengthen immune defense. | ActivityOrMissionDescription |
| Termination Or Contraction | X | TerminationOrContraction |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 244 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 32291405 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 30560121 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13332696 | InvestmentIncomePriorYear |
| Investment Income Current Year | 277411 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5054943 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5438621 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 50679044 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36276153 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13197221 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13585479 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 18691 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 25790616 | OtherExpensePriorYear |
| Other Expenses Current Year | 22700977 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 38987837 | TotalExpensesPriorYear |
| Total Expenses Current Year | 36286456 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 11691207 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -10303 | RevenuesLessExpensesCY |
| Total Assets BOY | 21892246 | TotalAssetsBOY |
| Total Assets EOY | 0 | TotalAssetsEOY |
| Total Liabilities BOY | 8818102 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13074144 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 0 | NetAssetsOrFundBalancesEOY |
| Mission Description | Immune Disease Institute, Inc.'s mission is fundamental biomedical research to improve human health, harness inflammation, and strengthen immune defense. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 35370575 | Expense |
| Grants | 0 | Grants |
| Revenue | 35853166 | Revenue |
| Description | Immune Disease Institute, Inc. conducts research on the function and use of components of blood and other tissues. IDI also trains medical and scientific personnel in research. The research projects are funded by private organizations and federal government agencies under grants and contracts that provide for reimbursement of specific expenditures. Annually, IDI publishes over 100 peer reviewed articles in leading journals. | Description |
| Total Program Service Expense | 35370575 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | 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 | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 1 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 53 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 244 | 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 0 | 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 | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Douglas Vanderslice - Sr VP of Finance | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6173556881 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Longwood Avenue | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Carleen Brunelli | ||||||||
| Director | 1.00 | X | 0 | 362496 | 43562 | |||
| Robert Carpenter | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Gary Fleisher | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Harvey Lodish | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| James Mandell | ||||||||
| Director | 1.00 | X | 0 | 1443499 | 60386 | |||
| Walter Pressey | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Enid Starr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Frederick Alt | ||||||||
| President & Director | 1.00 | X | 1471 | 0 | 0 | X | ||
| David Kirshner | ||||||||
| Treasurer & Director | 1.00 | X | 0 | 643090 | 52795 | X | ||
| Stuart Novick | ||||||||
| Clerk | 1.00 | 0 | 635237 | 53286 | X | |||
| Rachelle Rosenbaum | ||||||||
| Assistant Clerk | 1.00 | 90161 | 0 | 23462 | X | |||
| Steven Simmons | ||||||||
| Executive Director | 40.00 | 207944 | 0 | 33531 | X | |||
| Klaus Rajewsky | ||||||||
| Senior Investigator | 40.00 | 269809 | 0 | 38333 | X | |||
| Michael Carroll | ||||||||
| Senior Investigator | 40.00 | 248090 | 0 | 51524 | X | |||
| Denisa Wagner | ||||||||
| Senior Investigator | 40.00 | 240319 | 0 | 53195 | X | |||
| Judy Lieberman | ||||||||
| Senior Investigator | 40.00 | 241321 | 0 | 49195 | X | |||
| Tomas Kirchhausen | ||||||||
| Senior Investigator | 40.00 | 213954 | 0 | 32401 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1513069 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3084322 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 491670 | TotalOtherCompensation |
| Number Individuals GT100 K | 17 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Paradigm Construction Co | |||||
| 8 Cook Street | Billerica | MA | 01821 | Construction Services | 1156730 |
| Wise Construction | |||||
| 21 East Street | Winchester | MA | 01890 | Construction Services | 996986 |
| Nixon Peabody LLP | |||||
| 100 Summer Street | Boston | MA | 02110 | Legal Services | 307217 |
| Winter Street Architects | |||||
| 209 Essex Street | Salem | MA | 01970 | Architectural Services | 194002 |
| Fish & Richardson PC | |||||
| One Marina Park Drive | Boston | MA | 02210 | Legal Services | 103530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 2109316 | RelatedOrganizations |
| Government Grants | 20798070 | GovernmentGrants |
| All Other Contributions | 7652735 | AllOtherContributions |
| Total Contributions | 30560121 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 74197 | TotalRevenueColumn |
| Exclusion | $74,197 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 145576 | TotalRevenueColumn |
| Exclusion | $145,576 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 203214 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 203214 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 203214 | TotalRevenueColumn |
| Exclusion | $203,214 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CHB/HMS Sublease | 531120 | 3012289 | 3012289 |
| Contract Revennue | 900099 | 2000000 | 2000000 |
| Miscellaneous | 900099 | 280756 | 280756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5293045 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36276153 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5293045 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $422,987 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299576 | Total |
| Program Services | 299576 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10273721 | Total |
| Program Services | 10139747 | ProgramServices |
| Management And General | 119152 | ManagementAndGeneral |
| Fundraising | 14822 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 717330 | Total |
| Program Services | 706176 | ProgramServices |
| Management And General | 10516 | ManagementAndGeneral |
| Fundraising | 638 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1570490 | Total |
| Program Services | 1554766 | ProgramServices |
| Management And General | 13513 | ManagementAndGeneral |
| Fundraising | 2211 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 724362 | Total |
| Program Services | 717109 | ProgramServices |
| Management And General | 6233 | ManagementAndGeneral |
| Fundraising | 1020 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 365581 | Total |
| Program Services | 365581 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280631 | Total |
| Program Services | 223639 | ProgramServices |
| Management And General | 56992 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19322 | Total |
| Program Services | 19322 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11682466 | Total |
| Program Services | 11672216 | ProgramServices |
| Management And General | 10250 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 366817 | Total |
| Program Services | 366817 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82459 | Total |
| Program Services | 50941 | ProgramServices |
| Management And General | 31518 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1817228 | Total |
| Program Services | 1330301 | ProgramServices |
| Management And General | 486927 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Supplies | 3152432 | 3135097 | 17335 |
| Subcontractors | 2626802 | 2626802 | |
| Miscellaneous | 1047838 | 903084 | 144754 |
| Stipends | 1030784 | 1030784 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228617 | Total |
| Program Services | 228617 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36286456 | Total |
| Program Services | 35370575 | ProgramServices |
| Management And General | 897190 | ManagementAndGeneral |
| Fundraising | 18691 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 932952 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2269831 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1765399 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324136 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 752540 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 0 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 0 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3892371 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6063335 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3947793 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1943889 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21892246 | BOY |
| EOY | 0 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2392567 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3124837 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2635305 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 665393 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8818102 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11144355 | BOY |
| EOY | 0 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269842 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1659947 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13074144 | BOY |
| EOY | 0 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21892246 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -10303 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -13063841 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37567240 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33014604 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45590431 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30142165 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30560121 | CurrentTaxYear |
| Total | 176874561 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37567240 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33014604 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45590431 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30142165 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30560121 | CurrentTaxYear |
| Total | 176874561 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 176874561 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 859316 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 462357 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 321812 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 83501 | CurrentTaxYearMinus1Year |
| Current Tax Year | 219773 | CurrentTaxYear |
| Total | 1946759 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1261618 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4870850 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6947961 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20468378 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5293045 | CurrentTaxYear |
| Total | 38841852 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 217663172 | TotalSupport |
| Public Support Pertcentage170 | 0.81260 | PublicSupportPertcentage170 |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $720 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 720 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1: | ReturnReference |
| Explanation | Immune Disease Institute, Inc. paid annual membership dues to the Association of Independent Research Institute of $4,800. 15% of the membership dues are applied to lobbying expenses. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1624056 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 197000 | InvestmentEarningsOrLosses |
| Other Expenditures | 73000 | OtherExpenditures |
| Administrative Expenses | 1748056 | AdministrativeExpenses |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1643129 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 13993 | InvestmentEarningsOrLosses |
| Other Expenditures | 33066 | OtherExpenditures |
| End Of Year Balance | 1624056 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1372381 | BeginningOfYearBalance |
| Contributions | 17752 | Contributions |
| Investment Earnings Or Losses | 252996 | InvestmentEarningsOrLosses |
| Other Expenditures | 0 | OtherExpenditures |
| End Of Year Balance | 1643129 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1849439 | BeginningOfYearBalance |
| Contributions | 15000 | Contributions |
| Investment Earnings Or Losses | -350060 | InvestmentEarningsOrLosses |
| Other Expenditures | 141998 | OtherExpenditures |
| End Of Year Balance | 1372381 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.05030 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.94970 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Part V, line 4: The Uniform Prudent Management of Institutional Funds Act (UPMIFA) permits IDI to appropriate for expenditure or accumulate so much of an endowment fund as IDI determines to be prudent for the uses, benefits, purposes and duration for which the endowment fund is established, thereby eliminating the restriction that a fund could not be spent below its historical dollar value. Seven criteria are to be used to guide IDI in its yearly expenditure decisions: 1) Duration and preservation of the endowment fund; 2) The purposes of IDI and the endowment fund; 3) General economic conditions; 4) Effect of inflation or deflation; 5) The expected total return from income and the appreciation of investments; 6) Other resources of IDI; 7) The investment policy of IDI. |
| Fin 48 (ASC 740) Footnote Part X, Line 2 There is no FIN 48 footnote in the organization's audited financial statements. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | Conferences/Education | 7522 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Program Services | Conferences/Education | 58994 |
| North America | 0 | 0 | Program Services | Conferences/Education | 18003 |
| 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 | 84519 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 84519 | TotalAmountSpent |
| 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 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (10 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Carleen Brunelli | |||||||||||||
| 0 | 278518 | 0 | 39150 | 0 | 44828 | 0 | 22050 | 0 | 21512 | 0 | 406058 | 0 | 9788 |
| James Mandell | |||||||||||||
| 0 | 757427 | 0 | 269000 | 0 | 417072 | 0 | 26950 | 0 | 33436 | 0 | 1503885 | 0 | 67250 |
| David Kirshner | |||||||||||||
| 0 | 489394 | 0 | 80000 | 0 | 73696 | 0 | 24500 | 0 | 28295 | 0 | 695885 | 0 | 20000 |
| Stuart Novick | |||||||||||||
| 0 | 421457 | 0 | 86000 | 0 | 127780 | 0 | 26950 | 0 | 26336 | 0 | 688523 | 0 | 21500 |
| Steven Simmons | |||||||||||||
| 207944 | 0 | 0 | 0 | 0 | 0 | 24132 | 0 | 9399 | 0 | 241475 | 0 | 0 | 0 |
| Klaus Rajewsky | |||||||||||||
| 269809 | 0 | 0 | 0 | 0 | 0 | 30625 | 0 | 7708 | 0 | 308142 | 0 | 0 | 0 |
| Michael Carroll | |||||||||||||
| 248090 | 0 | 0 | 0 | 0 | 0 | 30625 | 0 | 20899 | 0 | 299614 | 0 | 0 | 0 |
| Denisa Wagner | |||||||||||||
| 240319 | 0 | 0 | 0 | 0 | 0 | 30502 | 0 | 22693 | 0 | 293514 | 0 | 0 | 0 |
| Judy Lieberman | |||||||||||||
| 241321 | 0 | 0 | 0 | 0 | 0 | 30502 | 0 | 18693 | 0 | 290516 | 0 | 0 | 0 |
| Tomas Kirchhausen | |||||||||||||
| 213954 | 0 | 0 | 0 | 0 | 0 | 24642 | 0 | 7759 | 0 | 246355 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 4b | Children's Hospital Corporation, a related organization, made contributions to a supplemental non-qualified retirement plan for the following individuals: Carleen Brunelli $23,100 James Mandell $383,214 David Kirshner $54,708 Stuart Novick $109,080 | |
| Part III | Compensation from a Related Organization Part II Compensation provided by a related organization is for executive/employee services to Children's Hospital Corporation; not for trustee or officer service to Immune Disease Institute. Compensation Reported in Prior Form 990 Part II, Column F The compensation reported in Part II, Column B of this Schedule J (Form 990) is for the calendar year 2011 and a portion of it may have already been reported on a prior year Form 990 as deferred compensation. Compensation amounts in Column F reflects the compensation already reported in a prior return and needs to be taken into consideration to correct the overstatement of the cumulative compensation reported as paid to the individuals listed. | Supplemental Information |
Schedule N IRS990ScheduleN
Liquidation Table LiquidationTable
Liquidation Detail LiquidationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | All assets, Liabilities and Net Assets were merged into Children's Hospital Corporation | DescriptionOfAsset |
| Date Of Distribution | 2012-09-30 | DateOfDistribution |
| FMV Of Asset | 13974732 | FMVOfAsset |
| Method Of FMV Determination | Book Value | MethodOfFMVDetermination |
| EIN | 042774441 | EIN |
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Children's Hospital Corporation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Longwood Avenue | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(c)(3) | IRCSection |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | 0 | DirectorOfSuccessor |
| Employee Of Successor | 1 | EmployeeOfSuccessor |
| Owner Of Successor | 0 | OwnerOfSuccessor |
| Receive Compensation | 0 | ReceiveCompensation |
| Assets Distributed | 1 | AssetsDistributed |
| Required To Notify AG | 1 | RequiredToNotifyAG |
| AG Notified | 1 | AGNotified |
| Liabilities Paid | 1 | LiabilitiesPaid |
| Bonds Outstanding | 0 | BondsOutstanding |
| Bond Liabilities Discharged | 0 | BondLiabilitiesDischarged |
Form990 Schedule N Part III Form990ScheduleNPartIII (2 entries)
| ExplanationExplanation |
|---|
| Part I, Line 2e: Frederick Alt, PhD |
| Part I, Line 2e: Upon the merger of Immune Disease Institute (IDI) into Children's Hospital Corporation, IDI will become the Program in Cellular and Molecular Medicine at Children's Hospital. Fred Alt will serve as the program director. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | On December 24, 2008, the Board of Trustees of IDI and the members of the Board of Trustees of The Children's Medical Center Corporation (CMCC), a Massachusetts nonprofit corporation, entered into a five year affiliation agreement (the agreement) to make IDI CMCC's sixth multidisciplinary research program, the program in cellular and molecular medicine (the program). The effectuation of the affiliation was subject to naming CMCC as the sole corporate member of IDI, adoption by IDI of amended and restated articles of organization, adoption of amended and restated bylaws, and the modification of the IDI Board of Trustees. The date these conditions were satisfied is considered the "closing" date of the affiliation agreement. On February 20, 2009 (the closing date) pursuant to the affiliation agreement, IDI amended its articles of organization and bylaws to name CMC as its sole corporate member. The composition of IDI's Board of Trustees was amended such that CMCC has the authority to appoint the majority of trustees. On March 3, 2010, Immune Disease Institute changed their fiscal year end from June 30 to September 30. | |
| Form 990, Part VI, Section A, line 7a | Children's Medical Center Corporation has the authority to appoint the majority of trustees of Immune Disease Institute, Inc. | |
| Form 990, Part VI, Section A, line 7b | On December 24, 2008, the Board of Trustees of IDI and the members of the Board of Trustees of The Children's Medical Center Corporation (CMCC), a Massachusetts nonprofit corporation, entered into a five year affiliation agreement (the agreement) to make IDI CMCC's sixth multidisciplinary research program, the program in cellular and molecular medicine (the program). The effectuation of the affiliation was subject to naming CMCC as the sole corporate member of IDI, adoption by IDI of amended and restated articles of organization, adoption of amended and restated bylaws, and the modification of the IDI Board of Trustees. The date these conditions were satisfied is considered the "closing" date of the affiliation agreement. On February 20, 2009 (the closing date) pursuant to the affiliation agreement, IDI amended its articles of organization and bylaws to name CMC as its sole corporate member. The composition of IDI's Board of Trustees was amended such that CMCC has the authority to appoint the majority of trustees. On March 3, 2010, Immune Disease Institute changed their fiscal year end from June 30 to September 30. | |
| Form 990, Part VI, Section B, line 11 | The Form 990 was completed by the staff of The Children's Hospital Corporation. The return was reviewed by senior management of the Children's Hospital Corporation. | |
| Form 990, Part VI, Section B, line 12c | Employees shall conduct business activities in a professional manner consistent with their fiduciary responsibilities to IDI and shall exercise particular care so that no detriment to IDI results from conflicts between their personal financial interests and those of IDI. An employee is considered to have a conflict of interest when the employee, or any of his family or associates: "has an existing or potential financial or other interest which impairs or might appear to impair the employee's independence of judgment in the discharge of his responsibilities to IDI," or "may receive a material, financial or other benefit from knowledge of information confidential to IDI." The "family" of an employee includes his or her spouse, parents, siblings, children and, if living in the same household, other relatives. An "associate' includes any person, trust or organization in which the employee or any member of his or her family "is a director, officer, employee, member, partner, or trustee," or "has a financial interest that enables him or her, acting alone or in conjunction with others, to exercise control or influence policy significantly," or "has any other material association." This policy is to be interpreted and applied in a manner that will best serve the interests of IDI. If an employee or other member of the IDI organization believes that he or she may have a conflict of interest, he or she shall promptly and fully disclose the conflict to the President. This will be documented using the Conflict of Interest Disclosure Form. The employee in question shall refrain from participating in the matter to which the conflict relates until that conflict question has been resolved. In some cases, however, it may be determined that, after full disclosure to those concerned, IDI's interests are best served by the participation of the employee despite the conflict. All employees and trustees are required to complete the conflict of interest disclosure form annually. If a conflict of interest is identified as a result of completing the disclosure or for any other reason, the employee (trustee) and the President will work to resolve the matter including taking whatever action is necessary to preclude the possibility that the identified conflict will impact on an IDI purchasing or business decision. The President will report the conflict to IDI's Board of Trustees. A further aspect of the IDI's conflict of interest policy is intended to assure the proper use of IDI's resources. In the absence of the appropriate written disclosure of conflict of interest and acceptable resolution thereof, no member of the IDI organization shall involve or utilize IDI personnel, resources or vendors in any manner to conduct personal business activities or to use them for personal financial benefit. This does not apply to the occasional use of the telephone or computer to deal with incidental family or personal matters. The routine use of IDI resources to conduct personal business outside of IDI's mission constitutes a breach of the NIH guidelines and is a violation of IDI's conflict of interest policy. The repeated violation of this policy by any individual is a basis for dismissal. IDI investigators at the level of instructor, assistant professor, and full professor are members of the Harvard Faculty of Medicine. As such they are required to file a conflict of interest statement with Harvard Medical School (HMS) on the Ecommons website each year in order to retain their academic appointment and conduct business with the University. Copies of the HMS policy, the form filed, and the statement on research sponsored by industry are available by request. A faculty member is considered to have a conflict of Interest when he/she, any of his/her family, or any associated entity possesses a financial interest in an activity which involves his/her responsibilities as a member of the Faculty of Medicine. Included in these responsibilities are all activities in which the faculty member is engaged in the areas of teaching, research, patient care and administration. The standing committee on conflicts of interest and commitment at HMS is responsible for reviewing the implementation of the policy on a regular basis and providing oversight to assure that the policy s applied consistently to all faculty. | |
| Form 990, Part VI, Section B, line 15 | All compensation for top management, officers and key employees is approved by the Board of Directors. IDI reviews several independent compensation surveys including the AIRI survey, TSG survey, and the Mass Bio-Counsel survey. All compensation for senior investigators, investigators and junior investigators is developed by comparables within the Longwood Medical Area for basic research scientists and approved by the Board of Directors. | |
| Form 990, Part VI, Section C, line 19 | Form 990, Part VI, Section C, Line 19: The Form 990, the Audited Financial Statements, and the Organization's governing documents are available upon request. The Audited Financial Statements are posted on the Organization's website. In addition, the Form 990 is available on the website of The Massachusetts Attorney General. | |
| Form 990, Part XI, line 5: | Net unrealized gains on investments: 910,891. Merger with Children's Hospital Corporation -13,974,732. Total to Form 990, Part XI, Line 5: -13,063,841. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Children's Hospital Corporation | ||||||||||
| 300 Longwood Avenue | Boston | MA | 02115 | 042774441 | Healthcare | MA | 501(c)(3) | 3 | N/A | 0 |
| Blood Research Institute | ||||||||||
| CLSB 3rd Floor 3 Blackfan Circle | Boston | MA | 02115 | 043136318 | Lease Prop. | MA | 501(c)(3) | 11C | N/A | 0 |
| Children's Medical Center Corporation | ||||||||||
| 300 Longwood Avenue | Boston | MA | 02115 | 041174680 | Healthcare | MA | 501(c)(3) | 11B | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |