SALK INSTITUTE FOR BIOLOGICAL STUDIES: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SALK INSTITUTE FOR BIOLOGICAL STUDIES (EIN 95-2160097)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-01
- IRS object ID
- 201311219349300626
- 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 G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-01T10:51:16-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4370 LA JOLLA VILLAGE DR STE 500 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952160097 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Salk Institute for Biological Studies | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % KIM E WITMER | InCareOfName |
| Name Control | SALK | NameControl |
| Phone | 8584534100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 N TORREY PINES ROAD | AddressLine1 |
| City | La Jolla | City |
| State | CA | State |
| ZIP Code | 920371002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIM E WITMER | Name |
| Title | SR VP/CFO | Title |
| Date Signed | 2013-05-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8585357200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | WILLIAM BRODY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 N TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 920371002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 172696302 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SALK.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | BASIC RESEARCH IN THE FOLLOWING: MOLECULAR BIOLOGY & GENETICS, NEUROSCIENCE, AND PLANT BIOLOGY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1039 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | -1127 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -11376 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 120830531 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 141948095 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4885274 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4142804 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2055609 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3114622 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 127771414 | TotalRevenuePriorYear |
| Total Revenue Current Year | 149205521 | 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 | 64525936 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 67662745 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4297991 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 46459416 | OtherExpensePriorYear |
| Other Expenses Current Year | 52389275 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 110985352 | TotalExpensesPriorYear |
| Total Expenses Current Year | 120052020 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 16786062 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 29153501 | RevenuesLessExpensesCY |
| Total Assets BOY | 344678120 | TotalAssetsBOY |
| Total Assets EOY | 357920584 | TotalAssetsEOY |
| Total Liabilities BOY | 109026302 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 101386107 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 235651818 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 256534477 | NetAssetsOrFundBalancesEOY |
| Mission Description | INVOLVED IN RESEARCH ACTIVITIES, THE OBJECTIVES OF WHICH ARE THE ADVANCEMENT AND DISSEMINATION OF KNOWLEDGE RELEVANT TO THE HEALTH AND WELLBEING OF MAN. THE OBJECTIVES ARE MET PRIMARILY THROUGH RESEARCH AND ADVANCED INSTRUCTION IN (A) BIOLOGY, (B) THE CAUSE, PREVENTION AND CURE OF DISEASES, AND (C) THE FACTORS AND CIRCUMSTANCES CONDUCIVE TO THE FULFILLMENT OF MAN'S BIOLOGICAL POTENTIAL. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 103461164 | Expense |
| Description | LIST OF ACCOMPLISHMENTS 1. "Unnatural" chemical allows Salk researchers to watch protein action in brain cells: Salk scientists have been able to genetically incorporate "unnatural" amino acids, such as those emitting green fluorescence, into neural stem cells, which then differentiate into brain neurons with the incandescent "tag" intact. This new technique, reported in Stem Cells, may help scientists probe the mysteries of many different kinds of stem cells in humans as well as the cells they produce. This could be a boon to both basic and clinical research, such as helping to speed development of stem cell-based regenerative medicine. 2. Salk researchers near goal of using a patient's own cells to make stem cells: A team of Salk researchers developed an improved technique for generating large numbers of blood cells from a patient's own cells. The new technique, published in the journal Stem Cells, will be immediately useful in further stem cell studies and when perfected, could be used in stem cell therapies for a wide variety of conditions, including cancers and immune ailments. 3. A giant leap for plant biology: Salk investigators in collaboration with an international team of scientists recently reported a major leap forward in plant biology, describing in the journal Science their mapping and early analyses of thousands of protein-to-protein interactions within the cells of the model plant Arabidopsis thaliana. With this one study they managed to double the plant protein interaction data that are available to scientists. These data, along with data from future mapping studies, should enable biologists to make agricultural plants more resistant to drought and diseases, more nutritious and generally more useful to mankind. 4. Discovery of insulin switches in pancreas could lead to new diabetes drugs: Salk researchers have discovered how a hormone turns on a series of molecular switches inside the pancreas that increases production of insulin. Published in the Proceedings of the National Academy of Sciences, the finding raises the possibility that new designer drugs might be able to turn on key molecules in this pathway to help the 80 million Americans who have type 2 diabetes or pre-diabetic insulin resistance. The molecular switches command pancreatic beta islet cells, the cells responsible for insulin, to grow and multiply and tweaking these cells might offer a solution to type 1 diabetes, the form of diabetes caused by destruction of islet cells, and to type 2 diabetes, the form caused by insulin resistance. By understanding how pancreatic cells can be encouraged to produce insulin in the most efficient way possible, those cells may be able to be manipulated to treat or even prevent diabetes. Such new agents might increase the functioning of beta islet cells even in people who have not developed diabetes. 5. The genome guardian's dimmer switch: regulating p53 is a matter of life or death: A team of Salk scientists has shed light on the functioning of an important damage response protein in cells. Although the protein, p53, is known as an important tumor suppressor, it is also critical for determining whether a cell survives stress and continues to function in a variety of situations. The study, which appeared in Genes & Development, shows that a short segment on p53 acts as a dimmer switch that helps control the level of p53 activity in a critical stem cell population and the offspring they generate. One implication of the research is that drugs to lower p53 levels, or to reduce its transcription of other growth-stopping genes, might be used temporarily to reduce unwanted tissue damage from DNA-altering drugs or radiation. Another implication is that p53-boosting drugs, which are currently being tested in cancer patients, could have dangerous side effects if used in combination with other drugs that cause DNA damage. 6. Bionic bacteria may help fight disease and global warming: A strain of genetically enhanced bacteria developed by researchers at the Salk Institute may pave the way for new synthetic drugs and new ways of manufacturing medicines and biofuels, according to a paper published in Nature Chemical Biology. For the first time, the scientists were able to create bacteria capable of effectively incorporating "unnatural" amino acids - artificial additions to the 20 naturally occurring amino acids used as biological building blocks - into proteins at multiple sites. This ability may provide a powerful new tool for the study of biological processes and for engineering bacteria that produce new types of synthetic chemicals. 7. Salk breathes new life into fight against primary killer of premature infants: A discovery by scientists at the Salk Institute might explain why some premature infants fail to respond to existing treatments for a deadly respiratory distress syndrome (RDS) and offers clues for new ways to treat the breathing disorder. RDS affects about one percent of infants born in the United States and is the leading cause of death among premature babies. The findings, published in Nature Medicine, identified a new form of RDS in newborn mice and traced the problem to a cellular receptor for thyroid hormone, a key player in many developmental processes in the body. The research has provided new insight toward explaining and treating RDS and other respiratory problems that occur in infants. 8.Long-lived fruit flies offer Salk scientists clues to slowing human aging and fighting disease: A new study in fruit flies, published online in Cell Metabolism, is helping to explain why minimal diets are linked to longevity and offering clues to the effects of aging on stem cell behavior. Scientists at the Salk Institute and their collaborators found that tweaking a gene known as PGC-1, which is also found in human DNA, in the intestinal stem cells of fruit flies delayed the aging of their intestine and extended their lifespan by as much as 50 percent. The findings suggest that the fruit fly version of PCG-1 can act as a biological dial for slowing the aging process and might serve as a target for drugs or other therapies to put the brakes on aging and age-related diseases. 9. Scientists identify gene crucial to normal development of lungs and brain: Researchers at the Salk Institute have identified a gene that tells cells to develop multiple cilia, tiny hair-like structures that move fluids through the lungs and brain. The findings of the research, published in Nature Cell Biology, may help scientists generate new therapies that use stem cells to replace damaged tissues in the lung and other organs. 10. Discovery of plant proteins may boost agricultural yields and biofuel production: In a collaborative study, scientists at the Salk Institute discovered a family of plant proteins that play a role in the production of seed oils, substances important for animal and human nutrition, bio renewable chemicals and biofuels. Scoring a rare scientific hat trick, the researchers identified three related proteins in Arabidopsis thaliana that regulate the metabolism of fatty acids, chemical components of all cell membranes and vegetable oils. They dubbed these fatty-acid binding proteins FAP1, FAP2 and FAP3. The findings, reported in Nature, may lead to the development of improved crops yielding higher qualities and quantities of oils, helping to address growing demands for food and fuel and the consequent environmental pressures on the world's ecosystems. 11. Salk scientists discover chemotherapy pathway: A recent study by Salk investigators showed exactly how cells sense the possibility that their DNA is damaged as a first step to responding to the failure to divide properly. The study, published in Nature Structural and Molecular Biology, found that if cells take too long to undergo cell division, protective structures at the tips of their chromosomes, known as telomeres, send out a molecular SOS. The findings have dual implications for cancer chemotherapy. First, they show how a class of anti-cancer drugs that slows cell division-known as mitotic inhibitors-kills cells. More significantly, the findings suggest ways to make therapy with those inhibitors more potent. 12. Salk study could offer drug-free intervention to prevent obesity and diabetes Salk scientists have found that regular eating times and extending the daily fasting period may override the adverse health effects of a high-fat diet and prevent obesity, diabetes and liver disease in mice. The study, published in Cell Metabolism, reported that mice limited to eating during an 8-hour period are healthier than mice that eat freely throughout the day, regardless of the quality and content of their diet. The study sought to determine whether obesity and metabolic diseases result from a high-fat diet or from disruption of metabolic cycles. Obesity is a major health challenge, reaching global pandemic proportions. Obesity increases the risk of a number of health conditions inc | Description |
| Total Program Service Expense | 103461164 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
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| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
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| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
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| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 143 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1039 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
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| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
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| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
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| Members Or Stockholders | true | MembersOrStockholders |
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| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KIM E WITMER | NamePerson |
| Telephone Number | 8584534100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 N TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 920371002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| William R Brody MD PhD | |||||||
| President | 50.0 | X | X | 802842 | 0 | 143981 | |
| Irwin M Jacobs SM ScD | |||||||
| Chair | 3.0 | X | X | 0 | 0 | 0 | |
| Darlene M Shiley | |||||||
| Vice Chair | 2.0 | X | X | 0 | 0 | 0 | |
| Theodore Waitt | |||||||
| Vice Chair | 2.0 | X | X | 0 | 0 | 0 | |
| Thomas D Albright PhD | |||||||
| Trustee/Professor | 50.0 | X | 233830 | 0 | 46760 | ||
| Charles H Brandes | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Linda L Chester | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Frederick J Dotzler | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Jennifer L Howse PhD | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Dean Kamen | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Christoper R Kintner PHD | |||||||
| Trustee/Professor | 50.0 | X | 203114 | 0 | 31266 | ||
| Benjamin H Lewis | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Corinne Mentzelopoulos | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Howard H Newman PhD | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Ralph S O'Connor | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Gerald S Parsky | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Frederik Paulsen PhD | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Caryl Philips | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Conrad T Prebys | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Ernest S Rady | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Faye H Russell | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Mary Jane Salk | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Benjamin S Schapiro | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Carla J Shatz PhD | |||||||
| Trustee/Non Resident Fellow | 0.5 | X | 0 | 0 | 0 | ||
| Jerre L Stead | |||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||
| Geoffrey M Wahl PhD | |||||||
| Trustee/Professor | 50.0 | X | 247411 | 0 | 47227 | ||
| Harvey P White | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Marna C Whittington PhD | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| M Faye Wilson | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Marsha A Chandler PhD | |||||||
| Exec. Vice Pres/COO | 50.0 | X | 466184 | 0 | 33320 | ||
| Julia A Miller JD | |||||||
| Secretary/Gen. Counsel | 50.0 | X | 249696 | 0 | 15664 | ||
| Kim E Witmer | |||||||
| Treasurer/Sr. VP/CFO | 50.0 | X | 353372 | 0 | 47514 | ||
| Fred H Gage PhD | |||||||
| Professor | 50.0 | 312204 | 0 | 43981 | X | ||
| Rebecca R Newman | |||||||
| VP, Dev. & Inst Relations | 50.0 | 331730 | 0 | 40226 | X | ||
| Dennis D O'Leary PhD | |||||||
| Professor | 50.0 | 306350 | 0 | 47514 | X | ||
| Wylie W Vale PHD | |||||||
| Professor | 50.0 | 332335 | 0 | 43981 | X | ||
| Inder Verma PhD | |||||||
| Professor | 50.0 | 360446 | 0 | 43981 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4199514 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 585415 | TotalOtherCompensation |
| Number Individuals GT100 K | 80 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RUDOLPH SLETTEN INC | |||||
| 10955 VISTA SORRENTO PKWY | SAN DIEGO | CA | 92130 | General Contractor | 18833015 |
| UC REGENTS SAN DIEGO | |||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | TRNG PROGRAM/SUBCONT | 1668963 |
| SAN DIEGO GAS ELECTRIC | |||||
| PO BOX 129831 | SAN DIEGO | CA | 92112 | FACILITIES & MAINT. | 1070123 |
| STELLAR SOLAR | |||||
| 6965 EL CAMINO REAL SUITE 105 | CARLSBAD | CA | 92009 | SOLAR ENERGY SYSTEM | 1847559 |
| SECURITAS SECURITY SERVICE | |||||
| FILE 57220 | LOS ANGELES | CA | 90074 | SECURITY | 506230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 19 | NumberOfContractorsGT100K |
| Fundraising Events | 580857 | FundraisingEvents |
| Government Grants | 65788133 | GovernmentGrants |
| All Other Contributions | 75579105 | AllOtherContributions |
| Noncash Contributions | 3558046 | NoncashContributions |
| Total Contributions | 141948095 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1621359 | TotalRevenueColumn |
| Exclusion | $1,621,359 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2785633 | TotalRevenueColumn |
| Exclusion | $2,785,633 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25746293 | Securities |
| Other | 44750 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23231106 | Securities |
| Other | 38492 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2515187 | Securities |
| Other | 6258 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2521445 | TotalRevenueColumn |
| Exclusion | $2,521,445 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 143925 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 580857 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 221183 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -77258 | TotalRevenueColumn |
| Exclusion | -$77,258 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| ENERGY REBATE | 900099 | 400580 | $400,580 | |
| OIL ROYALTIES | 900099 | 6794 | $6,794 | |
| UBI(K-1 FLOW THROUGH INCOME) | 900099 | -4163 | -4163 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3036 | TotalRevenueColumn |
| Unrelated Business Revenue | 3036 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 406247 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 149205521 | TotalRevenueColumn |
| Unrelated Business Revenue | -1127 | UnrelatedBusinessRevenue |
| Exclusion | $7,258,553 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2984331 | Total |
| Program Services | 828212 | ProgramServices |
| Management And General | 1963685 | ManagementAndGeneral |
| Fundraising | 192434 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 699316 | Total |
| Program Services | 699316 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48036614 | Total |
| Program Services | 41916570 | ProgramServices |
| Management And General | 4082290 | ManagementAndGeneral |
| Fundraising | 2037754 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4393488 | Total |
| Program Services | 3635961 | ProgramServices |
| Management And General | 562271 | ManagementAndGeneral |
| Fundraising | 195256 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8027132 | Total |
| Program Services | 6643090 | ProgramServices |
| Management And General | 1027299 | ManagementAndGeneral |
| Fundraising | 356743 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3521864 | Total |
| Program Services | 2914623 | ProgramServices |
| Management And General | 450722 | ManagementAndGeneral |
| Fundraising | 156519 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 653287 | Total |
| Program Services | 101824 | ProgramServices |
| Management And General | 440283 | ManagementAndGeneral |
| Fundraising | 111180 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 828021 | Total |
| Program Services | 784472 | ProgramServices |
| Management And General | 43549 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213982 | Total |
| Management And General | 213982 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204663 | Total |
| Management And General | 204663 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5512253 | Total |
| Program Services | 4941999 | ProgramServices |
| Management And General | 439097 | ManagementAndGeneral |
| Fundraising | 131157 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25467 | Total |
| Program Services | 1603 | ProgramServices |
| Management And General | 1556 | ManagementAndGeneral |
| Fundraising | 22308 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13872190 | Total |
| Program Services | 13361084 | ProgramServices |
| Management And General | 216761 | ManagementAndGeneral |
| Fundraising | 294345 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2868830 | Total |
| Program Services | 2441070 | ProgramServices |
| Management And General | 342297 | ManagementAndGeneral |
| Fundraising | 85463 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6134020 | Total |
| Program Services | 4751611 | ProgramServices |
| Management And General | 1236316 | ManagementAndGeneral |
| Fundraising | 146093 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 912030 | Total |
| Program Services | 741628 | ProgramServices |
| Management And General | 39984 | ManagementAndGeneral |
| Fundraising | 130418 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1254875 | Total |
| Program Services | 868431 | ProgramServices |
| Management And General | 94877 | ManagementAndGeneral |
| Fundraising | 291567 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 621 | Total |
| Management And General | 621 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10615786 | Total |
| Program Services | 9988543 | ProgramServices |
| Management And General | 484485 | ManagementAndGeneral |
| Fundraising | 142758 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148480 | Total |
| Management And General | 148480 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SCIENTIFIC SUBCONTRACTS | 7291284 | 7291284 | ||
| REPAIRS & PARTS | 1460814 | 1432413 | 23508 | 4893 |
| UBI TAXES | 2093 | 2093 | ||
| OTHER EXPENSES | 390579 | 117430 | 274046 | -897 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120052020 | Total |
| Program Services | 103461164 | ProgramServices |
| Management And General | 12292865 | ManagementAndGeneral |
| Fundraising | 4297991 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10968328 | BOY |
| EOY | 12698201 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24066906 | BOY |
| EOY | 28220160 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1367629 | BOY |
| EOY | 922755 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148500 | BOY |
| EOY | 148500 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1651234 | BOY |
| EOY | 1608475 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125109 | BOY |
| EOY | 86205 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 783427 | BOY |
| EOY | 678625 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 213870646 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 126065190 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84139853 | BOY |
| EOY | 87805456 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116113310 | BOY |
| EOY | 118874737 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91784543 | BOY |
| EOY | 100033993 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13677781 | BOY |
| EOY | 6843477 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344678120 | BOY |
| EOY | 357920584 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19343762 | BOY |
| EOY | 17196676 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25466282 | BOY |
| EOY | 21168387 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57607080 | BOY |
| EOY | 56129568 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6609178 | BOY |
| EOY | 6891476 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109026302 | BOY |
| EOY | 101386107 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80926968 | BOY |
| EOY | 78170627 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58620417 | BOY |
| EOY | 63947145 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96104433 | BOY |
| EOY | 114416705 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235651818 | BOY |
| EOY | 256534477 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344678120 | BOY |
| EOY | 357920584 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 29153501 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -8270842 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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 | 102548502 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 87583830 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 114311374 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 120830531 | CurrentTaxYearMinus1Year |
| Current Tax Year | 141948096 | CurrentTaxYear |
| Total | 567222333 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 102548502 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 87583830 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 114311374 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 120830531 | CurrentTaxYearMinus1Year |
| Current Tax Year | 141948096 | CurrentTaxYear |
| Total | 567222333 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 14008590 | AmountsSubstContributorsTotal |
| Public Support Total170 | 553213743 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1297051 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2714020 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3494564 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3483205 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4407819 | CurrentTaxYear |
| Total | 15396659 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 105259 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 44457 | CurrentTaxYearMinus2Years |
| Total | 149716 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22714 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3678 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 222177 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18981 | CurrentTaxYearMinus1Year |
| Current Tax Year | 407374 | CurrentTaxYear |
| Total | 674924 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 583443632 | TotalSupport |
| Public Support Pertcentage170 | 0.94819 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96050 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | DESCRIPTION: GLASS ART TOUR 2007: 0 2008: 0 2009: 210,825 2010: 0 2011: 0 DESCRIPTION: OIL ROYALTIES 2007: 22,714 2008: 3,678 2009: 7,692 2010: 16,701 2011: 6,794 DESCRIPTION: NOTE RECEIVABLE INTEREST 2007: 0 2008: 0 2009: 3,660 2010: 2,280 2011: 0 DESCRIPTION: ENERGY REBATE 2007: 0 2008: 0 2009: 0 2010: 0 2011: 400,580 | GeneralExplanation |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $2,930 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 2930 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER ACTIVITIES | Identifier |
| Return Reference | PART II-B, LINE 1i | ReturnReference |
| Explanation | PAID MEMBERSHIP DUES TO RESEARCH AND BIOMEDICAL ORGANIZATIONS, A PORTION OF WHICH ARE CONSIDERED LOBBYING. ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES $ 720 CALIFORNIA HEALTHCARE INSTITUTE $1,250 NATIONAL ASSOCIATION FOR BIOMEDICAL RESEARCH $ 960 | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 113493623 | BeginningOfYearBalance |
| Contributions | 18776974 | Contributions |
| Investment Earnings Or Losses | -1376528 | InvestmentEarningsOrLosses |
| Other Expenditures | 4168510 | OtherExpenditures |
| End Of Year Balance | 126725559 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 89420545 | BeginningOfYearBalance |
| Contributions | 12288420 | Contributions |
| Investment Earnings Or Losses | 15274598 | InvestmentEarningsOrLosses |
| Other Expenditures | 3489940 | OtherExpenditures |
| End Of Year Balance | 113493623 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 71360759 | BeginningOfYearBalance |
| Contributions | 11356891 | Contributions |
| Investment Earnings Or Losses | 8833640 | InvestmentEarningsOrLosses |
| Other Expenditures | 2130745 | OtherExpenditures |
| End Of Year Balance | 89420545 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 83049682 | BeginningOfYearBalance |
| Contributions | 2721386 | Contributions |
| Investment Earnings Or Losses | -12462264 | InvestmentEarningsOrLosses |
| Other Expenditures | 1948045 | OtherExpenditures |
| End Of Year Balance | 71360759 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00710 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.99290 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1153930 | OtherCostOrOtherBasis |
| Book Value | 1153930 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 68485570 | OtherCostOrOtherBasis |
| Depreciation | 37427293 | Depreciation |
| Book Value | 31058277 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 70556093 | OtherCostOrOtherBasis |
| Depreciation | 38884018 | Depreciation |
| Book Value | 31672075 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 70199675 | OtherCostOrOtherBasis |
| Depreciation | 49753879 | Depreciation |
| Book Value | 20445796 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3475378 | OtherCostOrOtherBasis |
| Book Value | 3475378 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 87805456 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ALTERNATIVE INVESTMENTS | 100030879 | F |
| STOCKS NOT-PUBLICLY TRADED <5% | 3114 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 100033993 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 2052 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RETIREMENT OBLIGATION | Description |
| Amount | $6,889,424 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6891476 | TotalOfAmounts |
| Total Revenue | 149205521 | TotalRevenue |
| Total Expenses | 120052020 | TotalExpenses |
| Excess Or Deficit For Year | 29153501 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -8223913 | NetUnrealizedGLOnInvestments |
| Other | $11,554,613 | OtherAmount |
| Total Adjustments | 3330700 | TotalAdjustments |
| Excess Or Deficit Per FS | 32484201 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 152756405 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -8223913 | NetUnrealizedGainsInvestments |
| Other Revenues | 11553614 | OtherRevenues |
| Revenue Not Rptd F990 | 3329701 | RevenueNotRptdF990 |
| Revenue Subtotal | 149426704 | RevenueSubtotal |
| Other Revenues Not Included | -221183 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -221183 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 149205521 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 120273202 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 221183 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 221183 | ExpensesNotRptdF990 |
| Expenses Subtotal | 120052019 | ExpensesSubtotal |
| Other Expenses Not Included | 1 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 120052020 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHANGE IN NET ASSETS | Part XI, Line 8 Other | Investment gains in excess of amount designated for current operations under spending policy plus rounding. |
| RECONCILIATION OF REVENUE PER AUDITED FS WITH REVENUE PER RETURN | Part XII, Lines 2d | Investment return in excess of amount designated for current operations under spending policy plus rounding. |
| Reconciliation of Revenue per Audited FS with Revenue per Return | Part XII, Line 4b | Fundraising events expenses. |
| ENDOWMENT FUNDS USES | PART V, LINE 4 | ENDOWMENT INCOME INTENDED TO BE USED FOR AND TO SUPPORT RESEARCH, OPERATIONS, AND LECTURESHIP EXPENSES. |
| Reconciliation of Expenses per Audited FS with Expenses per Return | Part XIII, Line 2d | Fundraising events expenses. |
| Reconciliation of Expenses per Audited Financial Stmts w Expenses per Rtn | Part XIII, Line 4b | Rounding. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (12 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | Attended conference | 140475 |
| East Asia and the Pacific | Program Services | Attended conference | 53892 |
| Central America and the Caribbean | Program Services | Attended conference | 8510 |
| Middle East and North Africa | Program Services | Attended conference | 6061 |
| North America | Program Services | Attended conference | 20661 |
| South Asia | Program Services | Attended conference | 1889 |
| South America | Program Services | Attended conference | 862 |
| North America | Program Services | Scientific subcontract | 138631 |
| Europe (Including Iceland and Greenland) | Program Services | Scientific subcontract | 74435 |
| South America | Program Services | Scientific subcontract | 48339 |
| East Asia and the Pacific | Program Services | Scientifc subcontract | 9700 |
| Central America and the Caribbean | Investments | 72857682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 73361137 | SubtotalAmountSpent |
| Total Amount Spent | 73361137 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NO. OF EMPLOYEES IN THE REGION | PART I, LINE 3, COLUMN (C) | SCIENTISTS TRAVEL TO FOREIGN COUNTRIES TO ATTEND CONFERENCES. WE DO NOT DEEM THESE ACTIVITIES TO CONSTITUTE WORKING IN THE REGION. |
| ACCOUNTING METHOD | PART I, LINE 3, COLUMN (F) | ACCRUAL METHOD |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CONCERT | NameOfEvent1 |
| Gross Receipts Event1 | 690282 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 555957 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 134325 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 84600 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 125000 | EntertainmentEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 34500 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 24900 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 9600 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 11583 | FoodAndBeverageEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 0 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 0 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 724782 | GrossReceiptsTotal |
| Charitable Contributions Total | 580857 | CharitableContributionsTotal |
| Gross Revenue Total Events | 143925 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 96183 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 125000 | EntertainmentTotalEvents |
| Direct Expense Summary Events | 221183 | DirectExpenseSummaryEvents |
| Net Income Summary | -77258 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| William R Brody MD PhD | |||||||||||||
| 642174 | 0 | 0 | 0 | 160668 | 0 | 131850 | 0 | 12131 | 0 | 946823 | 0 | 0 | 0 |
| Thomas D Albright PhD | |||||||||||||
| 231616 | 0 | 0 | 0 | 2214 | 0 | 31096 | 0 | 15664 | 0 | 280590 | 0 | 0 | 0 |
| Christoper R Kintner PHD | |||||||||||||
| 185376 | 0 | 0 | 0 | 17738 | 0 | 26000 | 0 | 5266 | 0 | 234380 | 0 | 0 | 0 |
| Geoffrey M Wahl PhD | |||||||||||||
| 243831 | 0 | 0 | 0 | 3580 | 0 | 31850 | 0 | 15377 | 0 | 294638 | 0 | 0 | 0 |
| Marsha A Chandler PhD | |||||||||||||
| 414116 | 0 | 0 | 0 | 52068 | 0 | 31850 | 0 | 1470 | 0 | 499504 | 0 | 0 | 0 |
| Julia A Miller JD | |||||||||||||
| 248850 | 0 | 0 | 0 | 846 | 0 | 0 | 0 | 15664 | 0 | 265360 | 0 | 0 | 0 |
| Kim E Witmer | |||||||||||||
| 321593 | 0 | 0 | 0 | 31779 | 0 | 31850 | 0 | 15664 | 0 | 400886 | 0 | 0 | 0 |
| Fred H Gage PhD | |||||||||||||
| 307674 | 0 | 0 | 0 | 4530 | 0 | 31850 | 0 | 12131 | 0 | 356185 | 0 | 0 | 0 |
| Rebecca R Newman | |||||||||||||
| 294824 | 0 | 0 | 0 | 36906 | 0 | 31850 | 0 | 8376 | 0 | 371956 | 0 | 0 | 0 |
| Dennis D O'Leary PhD | |||||||||||||
| 264316 | 0 | 0 | 0 | 42034 | 0 | 31850 | 0 | 15664 | 0 | 353864 | 0 | 0 | 0 |
| Wylie W Vale PHD | |||||||||||||
| 316957 | 0 | 0 | 0 | 15378 | 0 | 31850 | 0 | 12131 | 0 | 376316 | 0 | 0 | 0 |
| Inder Verma PhD | |||||||||||||
| 332674 | 0 | 0 | 0 | 27772 | 0 | 31850 | 0 | 12131 | 0 | 404427 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| QUESTIONS REGARDING COMPENSATION | PART I, LINE 1A | FIRST-CLASS OR CHARTER TRAVEL: DENNIS O'LEARY, PROFESSOR - $1,238; NOT TAXABLE - ACCOUNTABLE PLAN. |
| QUESTIONS REGARDING HOUSING ALLOWANCE OR RESIDENCE | PART I, LINE 1A | A HOUSING ALLOWANCE IS PROVIDED AND REPORTED AS TAXABLE COMPENSATION. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | PART I, LINE 4B | DEFERRED COMPENSATION PLAN (SECTION 457(F)) WAS ESTABLISHED FOR THE PRESIDENT. THE INSTITUTE'S CONTRIBUTION TO THE PLAN AND THE EARNINGS FROM THE CONTRIBUTION WILL BECOME 100% VESTED UPON THE PRESIDENT'S COMPLETION OF 5 YEARS OF SERVICE. NO PAYOUTS FROM THE PLAN WERE MADE DURING THE YEAR. |
| NON-FIXED PAYMENTS | PART I, LINE 7 | WYLIE VALE - $3,500 FOR LICENSING CONSULTING. NON-FIXED PAYMENTS INCLUDE BOARD OF TRUSTEE AWARDS WHICH ARE REPORTED UNDER OTHER REPORTABLE COMPENSATION. THE BOARD OF TRUSTEE AWARDS ARE NON-BASE RECOGNITION AWARDS FOR CERTAIN LISTED INDIVIDUAL, AS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. NON-BASE RECOGNITION AWARDS ARE INCLUDED IN THE TOTAL COMPENSATION PACKAGES SUBJECT TO THE REVIEW PROCESS DESCRIBED IN SCHEDULE O FOR FORM 990, PART VI, SECTION B, LINE 15B. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CA STATEWIDE COMM DEV AUTHORITY | |||||||
| 680164610 | 130911S92 | 2005-08-11 | 25712839 | REFUND 03/30/94 ISSUE | false | false | false |
| COUNTY OF SAN DIEGO | |||||||
| 956000934 | 797391R50 | 2010-05-27 | 37207949 | REFUND 04/13/00 ISSUE;RENOVATE/EQU | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 6250000 | 0 | 25712839 | 0 | 0 | 0 | 686939 | 0 | 0 | 0 | 0 | 0 | true | false | true | true | |
| 360000 | 0 | 37207949 | 0 | 0 | 0 | 523682 | 0 | 0 | 23537429 | 0 | 0 | true | false | true | true | 2012 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0.00000 | 0.00000 | 0.00000 | |||||
| 0.00000 | 0.00000 | 0.00000 | false | true | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|
| 0 | ||||||
| false | false | false | false | 0 | false | true |
| 0 | ||||||
| false | false | false | false | 0 | false | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DENNIS O'LEARY | NamePerson |
| Purpose Of Loan | HOME LOAN | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $165,000 | OriginalPrincipalAmount |
| Balance Due | 148500 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 148500 | TotalBalanceDue |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 19 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3558046 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GOVERNING BODY AND MANAGEMENT | FORM 990, PART VI, SECTION A, LINES 1a, 6, 7a, 7b | LINE 1A: THE EXECUTIVE COMMITTEE SHALL ADVISE AND AID THE OFFICERS OF THE CORPORATION IN ALL MATTERS CONCERNING ITS INTERESTS, INCLUDING WITHOUT LIMITATION ALL MATTERS RELATING TO COMPENSATION AND BENEFITS, AND SHALL POSSESS AND MAY EXERCISE, DURING THE INTERVALS BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES, ALL THE POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, INCLUDING THE POWER TO AUTHORIZE THE CORPORATE SEAL TO BE AFFIXED TO ANY AND ALL DOCUMENTS WHICH MAY REQUIRE THE SAME TO BE AFFIXED THERETO, INSOFAR AS SUCH SEEMS TO THE EXECUTIVE COMMITTEE FOR THE BEST INTERESTS OF THE CORPORATION, IN ALL CASES IN WHICH SPECIFIC DIRECTIONS SHALL NOT HAVE BEEN GIVEN BY THE BOARD OF TRUSTEES, EXCEPT THAT THE EXECUTIVE COMMITTE SHALL HAVE NO POWER TO ADOPT, AMEND, OR REPEAL THE BY-LAWS. LINE 6: MEMBERSHIP OF THE CORPORATION CONSISTS OF THE PERSONS ELECTED TO THE BOARD OF TRUSTEES AND THREE MEMBERS FROM AMONG THE RESIDENT AND NON-RESIDENT FELLOWS AND PROFESSORS CHOSEN AND ELECTED ANNUALLY BY THE RESIDENT AND NON-RESIDENT FELLOWS AND PROFESSORS. LINE 7a: THE MEMBERS OF THE CORPORATION ELECT THE TRUSTEES. LINE 7b: THE MEMBERS OF THE CORPORATION MAY ALTER, AMEND, OR REPEAL THE BY-LAWS BY VOTE. |
| POLICIES | FORM 990, PART VI, SECTION B, LINES 11B, 12C AND 15A/B | LINE 11B: THE FORM 990 IS PREPARED BY THE INSTITUTE, INTERNALLY REVIEWED BY THE SR. DIRECTOR OF FINANCE AND THE CHIEF FINANCIAL OFFICER AND EXTERNALLY REVIEWED BY THE TAX DEPARTMENT OF A PUBLIC ACCOUNTING FIRM. A COPY OF THE PREPARED FORM 990 IS PROVIDED TO ALL BOARD MEMBERS AND THE AUDIT COMMITTEE FOR REVIEW AND DISCUSSION PRIOR TO ELECTRONIC FILING. LINE 12C: ANNUALLY, THE CONFLICT OF INTEREST DISCLOSURE STATEMENT IS SENT OUT FOR COMPLETION BY THE MEMBERS OF THE BOARD OF TRUSTEES, SENIOR MEMBERS OF ADMINISTRATION AND RESEARCHERS. THE DESIGNATED OFFICIAL FOR EACH GROUP REVIEWS THE COMPLETED FORMS AND BRINGS ANY POTENTIAL CONFLICT OF INTEREST TO THE RESPECTIVE COMMITTEES FOR REVIEW. UPON DETERMINATION THAT A CONFLICT OF INTEREST EXISTS, THE FOLLOWING CONDITIONS OR RESTRICTIONS MAY BE IMPOSED: A. MONITORING OF ACTIVITIES GENERATING THE CONFLICT BY ANOTHER MEMBER; B. DISQUALIFICATION FROM PARTICIPATION IN THE ACTIVITIES GIVING RISE TO THE CONFLICT; C. MODIFICATION OF RESPONSIBILITIES TO AVOID CONFLICTS; D. PUBLIC DISCLOSURE OR DIVESTITURE OF SIGNIFICANT FINANCIAL INTERESTS; E. MODIFICATION OF THE RESEARCH PLAN OR REMOVAL OF THE AFFECTED RESEARCHER FROM THE RESEARCH; F. SEVERANCE OF RELATIONSHIP THAT CREATES ACTUAL OR POTENTIAL CONFLICTS; G. TERMINATION OF EMPLOYMENT. LINE 15A/B:AN INDEPENDENT CONSULTANT WAS RETAINED BY THE SALK INSTITUTE TO ADVISE ON COMPENSATION ISSUES. MARKET ANALYSIS ON THE COMPETITIVENESS OF THE BASE SALARY AND TOTAL COMPENSATION (INCLUDING BENEFITS) FOR THE CEO, EVP, AND CFO WERE CONDUCTED IN 2010. THE INDEPENDENT CONSULTANT EVALUATED TOTAL COMPENSATION COMPARED TO LIKE ROLES AMOUNT ORGANIZATIONS PROVIDING SUBSTANTIALLY SIMILAR SERVICES IN THE RESEARCH INDUSTRY, INCLUDING BOTH FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. THE CONSULTANT CONSIDERED THE SIZE AND SCOPE OF OPERATIONS OF THE INCUMBENTS. THE CONSULTANT GAVE THE OPINION THAT THE TOTAL COMPENSATION FALLS WELL WITHIN REASONABLE RANGE OF COMPETITIVE PRACTICES. THE CONSULTANT'S REPORTS WERE REVIEWED BY THE EXECUTIVE COMMITTEE WHICH SERVED AS THE COMPENSATION COMMITTEE, EXCLUDING PERSONS WITH A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION PACKAGE WERE INCLUDED IN THE MINUTES OF THE EXECUTIVE COMMITTEE MEETING. A COPY OF THE CONSULTANT'S REPORTS WAS ATTACHED TO THE MINUTES OF THE MEETING. IN 2011, FOR 2012 CALENDAR YEAR COMPENSATION ACTIONS, AN INDEPENDENT CONSULTANT PROVIDED AN UPDATE TO THE 2010 ANNUAL REVIEW AND PROVIDED RECOMMENDATIONS ON 2012 COMPENSATION ACTIONS, AS APPROPRIATE. THE CONSULTANT GAVE THE OPINION THAT THE SALK'S EXECUTIVE CASH COMPENSATION PROGRAM CONTINUES TO BE BALANCED IN DESIGN, ALIGNED WITH THE SALK'S MISSION AND VALUES, AND REASONABLE IN AMOUNT. THE CONSULTANT'S REPORTS WERE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHICH SERVED AS THE COMPENSATION COMMITTEE, EXCLUDING PERSONS WITH A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION PACKAGE WERE INCLUDED IN THE MINUTES OF THE EXECUTIVE COMMITTEE MEETING. A COPY OF THE CONSULTANT'S REPORTS WAS ATTACHED TO THE MINUTES OF THE MEETING. |
| DISCLOSURE | FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, THE OFFICE OF THE CHIEF FINANCIAL OFFICER MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY. FINANCIAL STATEMENTS ARE AVAILABLE ON THE SALK WEB SITE. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | UNREALIZED INVESTMENT LOSSES IN EXCESS OF AMOUNT DESIGNATED FOR CURRENT OPERATIONS - ($8,223,913); POSTRETIREMENT BENEFIT CHANGES OTHER THAN NET PERIODIC BENEFIT COST - ($46,931); ROUNDING - $2 |
| COMPENSATION OF DIRECTORS | PART VII, DIRECTORS COMPENSATION | THE FOLLOWING INDIVIDUALS WERE COMPENSATED FOR THE FOLLOWING SERVICES AND NOT PAID AS TRUSTEES: GEOFFREY M. WAHL, PH.D. - PROFESSOR THOMAS D. ALBRIGHT, PH.D. - PROFESSOR CHRISTOPHER R. KINTNER, PH.D. - PROFESSOR |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA JOLLA BIOLOGICAL LABORATORIES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 85800 - FINANCE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92186 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953655649 | EIN |
| Primary Activities | Research | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11-I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALK INSTITUTE COMMERCIAL SERVICES CORP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 85800 - FINANCE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921865800 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232159172 | EIN |
| Primary Activity | MGMT SERVICES | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALK INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 132 | ShareOfTotalIncome |
| Share Of EOY Assets | 54566 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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