LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL (EIN 95-2138184)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201311349349307861
- 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 J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T19:52:55-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453269313 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YH ADVISORS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7755 CENTER AVENUE SUITE 1225 | AddressLine1 |
| City | HUNTINGTON BEACH | City |
| State | CA | State |
| ZIP Code | 92647 | 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 | 952138184 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS ANGELES BIOMEDICAL RESEARCH | BusinessNameLine1 |
| Business Name Line2 | INSTITUTE AT HARBOR-UCLA MEDICAL CENTER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOSA | NameControl |
| Phone | 3102223605 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1124 W CARSON ST BLDG N-14 | AddressLine1 |
| City | TORRANCE | City |
| State | CA | State |
| ZIP Code | 90502 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TOM PLOTTS | Name |
| Title | VP FINANCE/CFO | Title |
| Phone | 3102223605 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN YACKER | Name |
| PTIN | P00401346 | PTIN |
| Phone | 3109822806 | Phone |
| 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) |
|---|---|---|
| Name Of Principal Officer Person | DAVID I MEYER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1124 W CARSON ST BLDG N-14 | AddressLine1 |
| City | TORRANCE | City |
| State | CA | State |
| ZIP Code | 90502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 85155957 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LABIOMED.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO ENGAGE IN BIOMEDICAL RESEARCH, EDUCATE, AND PROVIDE COMMUNITY HEALTH SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 954 | TotalNbrEmployees |
| Total Nbr Volunteers | 209 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 65839630 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 69006496 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2431901 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 927408 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1483840 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1002715 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6344817 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6848665 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 76100188 | TotalRevenuePriorYear |
| Total Revenue Current Year | 77785284 | 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 | 48588060 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 47093799 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 553708 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 25894038 | OtherExpensePriorYear |
| Other Expenses Current Year | 24331822 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 74482098 | TotalExpensesPriorYear |
| Total Expenses Current Year | 71425621 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1618090 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6359663 | RevenuesLessExpensesCY |
| Total Assets BOY | 72347411 | TotalAssetsBOY |
| Total Assets EOY | 76658303 | TotalAssetsEOY |
| Total Liabilities BOY | 27970825 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27482968 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 44376586 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 49175335 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ENGAGING IN BIOMEDICAL RESEARCH, TRAINING OF YOUNG SCIENTISTS, AND PROVIDING COMMUNITY HEALTH SERVICES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 26554393 | Expense |
| Description | MEDICAL RESEARCH: MEDICAL RESEARCH, SPONSORED BY THE NATIONAL INSTITUTES OF HEALTH AND OTHER FEDERAL, STATE AND PRIVATE AGENCIES, COVERING MANY DIVERSE MEDICAL AND SCIENTIFIC AREAS OF INTEREST IN HUMAN HEALTH. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5686123 | Expense |
| Description | SCIENCE & TECHNOLOGY: BIOMEDICAL RESEARCH TRAINING OF INTERNS, RESIDENTS, FELLOWS, AND POST GRADUATES | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 18524789 | Expense |
| Revenue | 927408 | Revenue |
| Description | HEALTH CARE PROGRAM: LA BIOMED CLINICAL OUTREACH INCLUDES WOMEN, INFANTS AND CHILDREN (WIC) CLINICS, PARTICIPATION IN THE SOUTH LOS ANGELES BEST BABIES COLLABORATIVE, IMMUNIZE LA KIDS COALITION, NEWBORN SCREENING PROGRAM, PERINATAL ACCESS PROGRAM, A WOMEN'S HEALTHCARE CLINIC, AND VARIOUS EDUCATIONAL PROGRAMS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5790260 | Expense |
| Description | OTHER PROGRAM SERVICES: INCLUDES SALES OF BIOMEDICAL SERVICES AND PRODUCTS AND ROYALTY PAYMENTS TO INVENTORS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5790260 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 56555565 | 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 | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | 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 | 277 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 954 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS PLOTTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3102223605 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1124 W CARSON ST BLDG N-14 | AddressLine1 |
| City | TORRANCE | City |
| State | CA | State |
| ZIP Code | 90502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| STEVEN A NISSEN ESQ | |||||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 | |||
| RONALD S SWERDLOFF MD | |||||||||
| VICE-CHAIR/INVESTIGATOR | 16.00 | X | X | 166945 | 0 | 29215 | |||
| RICHARD K LEARNED | |||||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |||
| ERIC S DAAR MD | |||||||||
| SECRETARY/INVESTIGATOR | 20.00 | X | X | 158965 | 0 | 27819 | |||
| NOAH A CRAFT MD PHD | |||||||||
| BOARD MEMBER/INVESTIGATOR | 10.00 | X | 37500 | 0 | 6562 | ||||
| SCOTT G FILLER MD | |||||||||
| BOARD MEMBER/INVESTIGATOR | 10.00 | X | 124356 | 0 | 21762 | ||||
| ADAM J JONAS MD | |||||||||
| BOARD MEMBER/INVESTIGATOR | 7.00 | X | 19020 | 0 | 3329 | ||||
| OMID A KHORRAM MD PHD | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| IRA M LESSER MD | |||||||||
| BOARD MEMBER/INVESTIGATOR | 2.00 | X | 832 | 0 | 146 | ||||
| JOHN S MCDONALD MD | |||||||||
| BOARD MEMBER (UNTIL 11/15/11) | 2.00 | X | 0 | 0 | 0 | ||||
| WILLIAM W STRINGER MD | |||||||||
| BOARD MEMBER (UNTIL 11/15/11) | 2.00 | X | 0 | 0 | 0 | ||||
| JAMES M BROWN | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| JAMES R BUCH | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| WEBB W CASTOR PHD | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| DOROTHY AVILA COURTNEY | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| ALLAN FREW | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| RICHARD J GLASSOCK MD | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| JOHN A LARSON | |||||||||
| BOARD MEMBER (UNTIL 3/20/12) | 2.00 | X | 0 | 0 | 0 | ||||
| MELANIE LUNDQUIST | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| SANDRA MCPEAK PHD | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| JIM SALA | |||||||||
| BOARD MEMBER (UNTIL 11/15/11) | 2.00 | X | 0 | 0 | 0 | ||||
| MITCHEL SAYARE | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| ANDREW J SOBEL | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| SAMUEL ERIC WILSON MD | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| GAIL V ANDERSON JR MD MBA | |||||||||
| BOARD MEMBER (UNTIL 8/31/11) | 2.00 | X | 0 | 0 | 0 | ||||
| DELVECCHIO FINLEY MPP FACHE | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| DIANA H HONEYCUTT | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| KIM MCKENZIE RN MSN | |||||||||
| BOARD MEMBER (UNTIL 11/15/11) | 2.00 | X | 0 | 0 | 0 | ||||
| SCOTT D SOMERS | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| MICHAEL R YEAMAN PHD | |||||||||
| BOARD MEMBER/INVESTIGATOR | 40.00 | X | 124441 | 0 | 18226 | ||||
| HAL F YEE JR MD PHD | |||||||||
| BOARD MEMBER (UNTIL 11/15/11) | 2.00 | X | 0 | 0 | 0 | ||||
| DAVID I MEYER PHD | |||||||||
| DIRECTOR, PRESIDENT/CEO | 40.00 | X | X | 347140 | 0 | 35869 | |||
| THOMAS P PLOTTS MBA | |||||||||
| VP-FINANCE & CFO (STARTED 9-11) | 40.00 | X | 92965 | 0 | 6995 | ||||
| MATTHEW BUDOFF MD | |||||||||
| INVESTIGATOR | 30.00 | 239330 | 0 | 28291 | X | ||||
| MALCOLM BARANOV | |||||||||
| VICE-PRESIDENT COMMUNITY PRGMS | 40.00 | 181488 | 0 | 21327 | X | ||||
| ALBERT PARLOW PHD | |||||||||
| INVESTIGATOR | 40.00 | 204289 | 0 | 26363 | X | ||||
| CHRISTINA C L WANG MD | |||||||||
| INVESTIGATOR | 16.00 | 195206 | 0 | 34161 | X | ||||
| ASHRAF IBRAHIM MD | |||||||||
| INVESTIGATOR | 40.00 | 169408 | 0 | 31503 | X | ||||
| ROGER LEWIS MD | |||||||||
| INVESTIGATOR | 12.00 | 167882 | 0 | 29379 | X | ||||
| KAMYAR KALANTAR-ZADEH MD | |||||||||
| INVESTIGATOR | 40.00 | 165884 | 0 | 29029 | X | ||||
| SUSAN PARTRIDGE | |||||||||
| FORMER COO (THRU 06-11) | 40.00 | 109942 | 0 | 14253 | X | ||||
| JAY SCHOENAU | |||||||||
| FORMER CFO (THRU 02-11) | 40.00 | 187645 | 0 | 489 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2693238 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 364718 | TotalOtherCompensation |
| Number Individuals GT100 K | 55 | NumberIndividualsGT100K |
| Formers Listed | 1 | 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 |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS | |||||
| PO BOX 846134 | DALLAS | TX | 75284 | INSURANCE | 5081513 |
| EMIL KAKKIS MD PHD | |||||
| 2512 LAGUNA VISTA DRIVE | NOVATO | CA | 94945 | ROYALTIES | 1993672 |
| CA WIC ASSOCIATION | |||||
| 1490 DREW DRIVE 175 | DAVIS | CA | 95618 | HEALTH CARE AGENCY | 753541 |
| CEDARS-SINAI MED CENTER | |||||
| 2923 PULLMAN STREET | SANTA ANA | CA | 92705 | HEALTH CARE PROVIDER | 717186 |
| SHANGRI-LA CONSTRUCTION LP | |||||
| 1075 HAMILTON RD | DUARTE | CA | 91010 | CONSTRUCTION SERVICES | 681463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 47 | NumberOfContractorsGT100K |
| Membership Dues | 38560 | MembershipDues |
| Related Organizations | 362823 | RelatedOrganizations |
| Government Grants | 66009688 | GovernmentGrants |
| All Other Contributions | 2595425 | AllOtherContributions |
| Noncash Contributions | 112905 | NoncashContributions |
| Total Contributions | 69006496 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICE BILLINGS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 927408 | TotalRevenueColumn |
| Related Or Exempt Function Income | 927408 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 927408 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 442208 | TotalRevenueColumn |
| Exclusion | $442,208 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6731017 | TotalRevenueColumn |
| Exclusion | $6,731,017 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 117648 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 117648 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117648 | TotalRevenueColumn |
| Exclusion | $117,648 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7931180 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7370673 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 560507 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 560507 | TotalRevenueColumn |
| Exclusion | $560,507 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 77785284 | TotalRevenueColumn |
| Related Or Exempt Function Income | 927408 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $7,851,380 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1634510 | Total |
| Program Services | 1226282 | ProgramServices |
| Management And General | 408228 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34675074 | Total |
| Program Services | 28673823 | ProgramServices |
| Management And General | 5748520 | ManagementAndGeneral |
| Fundraising | 252731 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3004514 | Total |
| Program Services | 2464597 | ProgramServices |
| Management And General | 539917 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7779701 | Total |
| Program Services | 6380605 | ProgramServices |
| Management And General | 1318694 | ManagementAndGeneral |
| Fundraising | 80402 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175000 | Total |
| Fundraising | 175000 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189088 | Total |
| Program Services | 26412 | ProgramServices |
| Management And General | 162676 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148295 | Total |
| Management And General | 148295 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12880 | Total |
| Management And General | 12880 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 672765 | Total |
| Program Services | 412311 | ProgramServices |
| Management And General | 245528 | ManagementAndGeneral |
| Fundraising | 14926 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2229110 | Total |
| Program Services | 2229110 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4221159 | Total |
| Program Services | 2961434 | ProgramServices |
| Management And General | 1259725 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1162480 | Total |
| Program Services | 1110604 | ProgramServices |
| Management And General | 51467 | ManagementAndGeneral |
| Fundraising | 409 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1049573 | Total |
| Program Services | 656337 | ProgramServices |
| Management And General | 393236 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1993995 | Total |
| Management And General | 1993995 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 591787 | Total |
| Program Services | 117476 | ProgramServices |
| Management And General | 474311 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES AND SERVICES | 8221441 | 6634212 | 1556989 | 30240 |
| SUBCONTRACTS | 1631902 | 1631902 | 0 | |
| PATIENT COSTS | 1012136 | 1012136 | 0 | |
| TESTING | 422933 | 421114 | 1819 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 597278 | Total |
| Program Services | 597210 | ProgramServices |
| Management And General | 68 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71425621 | Total |
| Program Services | 56555565 | ProgramServices |
| Management And General | 14316348 | ManagementAndGeneral |
| Fundraising | 553708 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1200 | BOY |
| EOY | 31408 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20776400 | BOY |
| EOY | 18899376 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11911559 | BOY |
| EOY | 11153148 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 676458 | BOY |
| EOY | 364925 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 70276443 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 47656749 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15733597 | BOY |
| EOY | 22619694 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23042967 | BOY |
| EOY | 23314160 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205230 | BOY |
| EOY | 275592 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72347411 | BOY |
| EOY | 76658303 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7884440 | BOY |
| EOY | 11790736 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5855545 | BOY |
| EOY | 6481656 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 924010 | BOY |
| EOY | 924010 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6031000 | BOY |
| EOY | 5783421 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7275830 | BOY |
| EOY | 2503145 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27970825 | BOY |
| EOY | 27482968 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34238479 | BOY |
| EOY | 42574098 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8259337 | BOY |
| EOY | 4211237 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1878770 | BOY |
| EOY | 2390000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44376586 | BOY |
| EOY | 49175335 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72347411 | BOY |
| EOY | 76658303 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6359663 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1560914 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Org170b1 Aiii | X | MedicalResearchOrg170b1Aiii |
Hospital Name And Address HospitalNameAndAddress
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARBOR-UCLA MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | TORRANCE | City |
| State | CA | State |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 12880 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 12880 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 28536680 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 28549560 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 3000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,500,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 37805 | CurrentYearMinus2 |
| Current Year Minus1 | 23100 | CurrentYearMinus1 |
| Current Year | 12880 | CurrentYear |
| Total | 73785 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 750000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,125,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 924010 | BeginningBalance |
| Ending Balance | 924010 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1876041 | BeginningOfYearBalance |
| Contributions | 510000 | Contributions |
| Investment Earnings Or Losses | -6729 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2379312 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1699573 | BeginningOfYearBalance |
| Contributions | 80000 | Contributions |
| Investment Earnings Or Losses | 96468 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1876041 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1376790 | BeginningOfYearBalance |
| Contributions | 262027 | Contributions |
| Investment Earnings Or Losses | 60756 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1699573 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1570350 | BeginningOfYearBalance |
| Contributions | 147143 | Contributions |
| Investment Earnings Or Losses | -340703 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1376790 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1109606 | OtherCostOrOtherBasis |
| Book Value | 1109606 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36180054 | OtherCostOrOtherBasis |
| Depreciation | 17877671 | Depreciation |
| Book Value | 18302383 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32986783 | OtherCostOrOtherBasis |
| Depreciation | 29779078 | Depreciation |
| Book Value | 3207705 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22619694 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SWAP DERIVATIVE HEDGING ACTIVITIES | $1,278,019 |
| ACCRUED BENEFITS & CGA | $1,225,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2503145 | TotalOfAmounts |
| Total Revenue | 77785284 | TotalRevenue |
| Total Expenses | 71425621 | TotalExpenses |
| Excess Or Deficit For Year | 6359663 | ExcessOrDeficitForYear |
| Other | -$1,560,914 | OtherAmount |
| Total Adjustments | -1560914 | TotalAdjustments |
| Excess Or Deficit Per FS | 4798749 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 76222049 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -1563235 | OtherRevenues |
| Revenue Not Rptd F990 | -1563235 | RevenueNotRptdF990 |
| Revenue Subtotal | 77785284 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 77785284 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 71425621 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 71425621 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 71425621 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 1B: | IN 1997, DAVITA HEALTHCARE PARTNERS INC. (FORMERLY TOTAL RENAL CARE, INC.) ESTABLISHED A PHYSICIAN RECRUITMENT AND DEVELOPMENT FUND WITH HARBOR-ULCA MEDICAL FOUNDATION, INC., A 501(C)(3) PUBLIC CHARITY, IN ORDER TO DEVELOP A STRONGER RESEARCH BASE WITHIN THE DIVISION OF NEPHROLOGY AND HYPERTENSION AT HARBOR-UCLA MEDICAL CENTER. THESE FUNDS WERE SUBSEQUENTLY TRANSFERRED TO LA BIOMED TO BE INVESTED AND HELD IN TRUST UNTIL THE FUNDS ARE REQUESTED TO BE SPENT AS DESIGNATED. | |
| PART IV, LINE 2B: | LA BIOMED CONTINUES TO HOLD THESE DIVISION OF NEPHROLOGY AND HYPERTENSION FUNDS. THE FUNDS ARE INVESTED IN EQUITIES AND FIXED INCOME SECURITIES, PURSUANT TO LA BIOMED'S INVESTMENT POLICY STATEMENT. AT THE REQUEST OF THE DIVISION OF NEPHROLOGY AND HYPERTENSION, THESE FUNDS ARE TRANSFERRED TO HARBOR-ULCA MEDICAL FOUNDATION, INC. TO BE USED EXCLUSIVELY FOR ITS DESIGNATED USE. | |
| PART V, LINE 4: | LA BIOMED'S ENDOWMENT FUNDS ARE INVESTED AND MANAGED ACCORDING TO THEIR INVESTMENT AND SPENDING POLICIES. THESE POLICIES ATTEMPT TO PROVIDE A CONSISTENT RETURN ON ASSETS IN ORDER TO ACHIEVE A STABLE STREAM OF FUNDING FOR PROGRAMS SUPPORTED BY LA BIOMED'S ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | LA BIOMED HAS RECEIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE AND CALIFORNIA FRANCHISE TAX BOARD UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND SECTION 23701(D) OF THE REVENUE AND TAXATION CODE, RESPECTIVELY. LA BIOMED RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS AS TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. LA BIOMED IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA PURPOSES IS FOUR YEARS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| FAS 158 - POST RETIREMENT ADJUSTMENTS -256,000. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT -227,626. UNREALIZED LOSSES -1,079,609. ROUNDING ADJUSTMENT 2,321. TOTAL TO SCHEDULE D, PART XI, LINE 8: -1,560,914. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| UNREALIZED LOSS FROM SECURITIES -1,079,609. PENSION RELATED CHARGES OTHER THAN NET PERIODIC PENSION COSTS -227,626. INTEREST RATE SWAP -256,000. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RONALD S SWERDLOFF MD | |||||||||||||
| 166945 | 0 | 0 | 0 | 0 | 0 | 29215 | 0 | 0 | 0 | 196160 | 0 | 0 | 0 |
| ERIC S DAAR MD | |||||||||||||
| 158965 | 0 | 0 | 0 | 0 | 0 | 27819 | 0 | 0 | 0 | 186784 | 0 | 0 | 0 |
| DAVID I MEYER PHD | |||||||||||||
| 347140 | 0 | 0 | 0 | 0 | 0 | 34795 | 0 | 1074 | 0 | 383009 | 0 | 0 | 0 |
| MATTHEW BUDOFF MD | |||||||||||||
| 239330 | 0 | 0 | 0 | 0 | 0 | 26950 | 0 | 1341 | 0 | 267621 | 0 | 0 | 0 |
| MALCOLM BARANOV | |||||||||||||
| 181488 | 0 | 0 | 0 | 0 | 0 | 19986 | 0 | 1341 | 0 | 202815 | 0 | 0 | 0 |
| ALBERT PARLOW PHD | |||||||||||||
| 204289 | 0 | 0 | 0 | 0 | 0 | 22146 | 0 | 4217 | 0 | 230652 | 0 | 0 | 0 |
| CHRISTINA C L WANG MD | |||||||||||||
| 195206 | 0 | 0 | 0 | 0 | 0 | 34161 | 0 | 0 | 0 | 229367 | 0 | 0 | 0 |
| ASHRAF IBRAHIM MD | |||||||||||||
| 169408 | 0 | 0 | 0 | 0 | 0 | 19036 | 0 | 12467 | 0 | 200911 | 0 | 0 | 0 |
| ROGER LEWIS MD | |||||||||||||
| 167882 | 0 | 0 | 0 | 0 | 0 | 29379 | 0 | 0 | 0 | 197261 | 0 | 0 | 0 |
| KAMYAR KALANTAR-ZADEH MD | |||||||||||||
| 165884 | 0 | 0 | 0 | 0 | 0 | 29029 | 0 | 0 | 0 | 194913 | 0 | 0 | 0 |
| SUSAN PARTRIDGE | |||||||||||||
| 109942 | 0 | 0 | 0 | 0 | 0 | 12275 | 0 | 1978 | 0 | 124195 | 0 | 0 | 0 |
| JAY SCHOENAU | |||||||||||||
| 187645 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 489 | 0 | 188134 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 3 | ReturnReference |
| Explanation | THE ORGANIZATION HAS A COMPENSATION COMMITTEE THAT DETERMINES THE COMPENSATION OF THE TOP MANAGEMENT AND TOP FINANCIAL OFFICIALS (CEO AND CFO) OF THE ORGANIZATION INDEPENDENTLY AND THROUGH THE USE OF COMPENSATION STUDIES AND COMPARABLE DATA. THE BOARD OF DIRECTORS APPROVES THE COMPENSATION AND THE COMPENSATION AGREEMENT WITH THE PRESIDENT/CEO IN AN INDEPENDENT SESSION, WITHOUT PARTICIPATION OF THE INTERESTED PARTY. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 112905 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG FMV ON DAY DONATED | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | REPRESENTS THE NUMBER OF DONORS OF NON-CASH ITEMS | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | LA BIOMED HAS ONE CLASS OF MEMBERS, REFERRED TO AS "REGULAR MEMBERS". REGULAR MEMBERS APPLY FOR MEMBERSHIP. IN ORDER TO BE ELIGIBLE FOR MEMBERSHIP, APPLICANTS MUST EITHER BE AN ACTIVE INVESTIGATOR, EDUCATOR, OR OTHER PERSON SERVING ON THE PROFESSIONAL STAFF OR BE AN INDIVIDUAL WITH AN ACTIVE INVOLVEMENT IN THE INSTITUTE. | |
| FORM 990, PART VI, SECTION A, LINE 7A | A MAJORITY OF REGULAR MEMBERS VOTING AT A DULY NOTICED ANNUAL OR SPECIAL MEETING HAVE THE RIGHT TO FILL A VACANCY ON THE GOVERNING BOARD BY ELECTING DIRECTORS TO ANY VACANCIES NOT FILLED BY THE GOVERNING BOARD. ADDITIONALLY, A MAJORITY OF REGULAR MEMBERS VOTING AT A DULY NOTICED ANNUAL OR SPECIAL MEETING CAN ELECT TO REMOVE A DIRECTOR WITHOUT CAUSE. | |
| FORM 990, PART VI, SECTION A, LINE 7B | A MAJORITY OF REGULAR MEMBERS VOTING AT A DULY NOTICED ANNUAL OR SPECIAL MEETING MAY ELECT TO AMEND THE ARTICLES OF INCORPORATION. A MAJORITY OF REGULAR MEMBERS VOTING AT A DULY NOTICED ANNUAL OR SPECIAL MEETING MAY ELECT TO DISSOLVE THE CORPORATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE WILL REVIEW THE PRELIMINARY TAX RETURN AND ASK RELEVANT QUESTIONS TO THE PREPARER PRIOR TO THE FILING OF THE TAX RETURN. A COPY OF THE FINAL DRAFT OF THE RETURN WILL BE FORWARDED TO THE ENTIRE BOARD OF DIRECTORS BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS, INSIDERS, AND SENIOR MANAGEMENT MUST READ AND SIGN OFF ON A CONFLICT OF INTEREST POLICY. EVERY BOARD MEMBER IS REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST AND REASONABLE EFFORTS QUESTIONNAIRE. UPON THE IDENTIFICATION OF ANY CONFLICTS, THE CHAIRMAN AND THE BOARD WILL DETERMINE THE PROPER PROCEDURE FOR ADDRESSING THE CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HAS A COMPENSATION COMMITTEE THAT DETERMINES THE COMPENSATION OF THE TOP MANAGEMENT AND TOP FINANCIAL OFFICIALS (CEO AND CFO) OF THE ORGANIZATION INDEPENDENTLY AND THROUGH THE USE OF COMPENSATION STUDIES AND COMPARABLE DATA. THE BOARD OF DIRECTORS APPROVES THE COMPENSATION AND THE COMPENSATION AGREEMENT WITH THE PRESIDENT/CEO IN AN INDEPENDENT SESSION, WITHOUT PARTICIPATION OF THE INTERESTED PARTY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 AND OTHER ORGANIZATION GOVERNING DOCUMENTS ARE HELD AT LA BIOMED'S OFFICE AND ARE AVAILABLE TO THE PUBLIC BY WRITTEN OR VERBAL REQUEST. A COPY OF THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.ORG. | |
| FORM 990, PART VII | SOME OF THE BOARD MEMBERS RECEIVE COMPENSATION AS A RESULT OF THEIR EMPLOYMENT AS INVESTIGATORS/RESEARCHERS. FOR THE MOST PART, COMPENSATION PAID TO RESEARCHERS AND INVESTIGATORS IS BASED ON RATES APPROVED BY THIRD PARTY SPONSORING AGENCIES, TAKING INTO ACCOUNT THE SPECIALIZED KNOWLEDGE AND OVERSIGHT DUTIES OF THE RESEARCHERS AND INVESTIGATORS FOR THE PROJECTS UNDER THEIR DIRECTION. SUCH AMOUNTS ARE NOT DETERMINED BY ANY INSIDER OF THE ORGANIZATION. | COMPENSATION OF INVESTIGATORS AND RESEARCHERS |
| FORM 990, PART XI, LINE 5: | FAS 158 - POST RETIREMENT ADJUSTMENTS -256,000. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT -227,626. UNREALIZED LOSSES -1,079,609. ROUNDING ADJUSTMENT 2,321. TOTAL TO FORM 990, PART XI, LINE 5: -1,560,914. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART 1, LINE 16B | THE ENTITY RECEIVES THE VAST MAJORITY OF ITS FUNDING ON AN ANNUAL BASIS FROM FEDERAL, STATE, COUNTY AND CITY GOVERNMENTAL SOURCES. THE ENTITY SPENDS A RELATIVELY SMALL AMOUNT OF EXPENSES IN OBTAINING GOVERNMENT FUNDING, DUE TO THE LARGE NATURE OF GOVERNMENT GRANTS. | FUNDRAISING EXPENSES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS ANGELES BIOMEDICAL RESEARCH FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1124 W CARSON STREET BLDG N-14 | AddressLine1 |
| City | TORRANCE | City |
| State | CA | State |
| ZIP Code | 90502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330781895 | EIN |
| Primary Activities | SUPPORT ORGANIZATION | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11C, III-FI | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS ANGELES BIOMEDICAL RESEARCH INST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| 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 | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| LOS ANGELES BIOMEDICAL RESEARCH FOUNDATION AT HARBOR-UCLA MEDICAL CENTER | ||
| C | 362823 | CASH |
| LOS ANGELES BIOMEDICAL RESEARCH FOUNDATION AT HARBOR-UCLA MEDICAL CENTER | ||
| P | 209367 | CASH |
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