PARKINSON'S INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PARKINSON'S INSTITUTE (EIN 94-3061594)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-07
- IRS object ID
- 201313119349302241
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-07T18:02:51-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941254756 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET 14TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943061594 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARKINSON'S INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PARK | NameControl |
| Phone | 4087342800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 ALMANOR AVENUE | AddressLine1 |
| City | SUNNYVALE | City |
| State | CA | State |
| ZIP Code | 94085 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J WILLIAM LANGSTON | Name |
| Title | CEO | Title |
| Phone | 4087342800 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT A DOCILI | Name |
| PTIN | P00303463 | PTIN |
| Phone | 4157810793 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | J WILLIAM LANGSTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 ALMANOR AVENUE | AddressLine1 |
| City | SUNNYVALE | City |
| State | CA | State |
| ZIP Code | 94085 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11907804 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THEPI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE PARKINSON'S INSTITUTE IS TO FIND THE CAUSE(S) AND CURE FOR PARKINSON'S DISEASE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 86 | TotalNbrEmployees |
| Total Nbr Volunteers | 26 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9984320 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10754626 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1223441 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 858561 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4808 | InvestmentIncomePriorYear |
| Investment Income Current Year | 154163 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 91866 | OtherRevenuePriorYear |
| Other Revenue Current Year | 67550 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11304435 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11834900 | 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 | 5382158 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5474256 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 34507 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 426783 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5666929 | OtherExpensePriorYear |
| Other Expenses Current Year | 4574556 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11049087 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10083319 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 255348 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1751581 | RevenuesLessExpensesCY |
| Total Assets BOY | 8155248 | TotalAssetsBOY |
| Total Assets EOY | 5848347 | TotalAssetsEOY |
| Total Liabilities BOY | 8000487 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3941928 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 154761 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1906419 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PARKINSON'S INSTITUTE AND CLINICAL CENTER BRINGS TOGETHER COMPREHENSIVE CARE, BASIC RESEARCH, AND CLINICAL RESEARCH FOR PARKINSON'S DISEASE (PD). OUR POWERFUL MODEL EMPOWERS PEOPLE LIVING WITH PD AND THEIR LOVED ONES TO BETTER MANAGE THEIR DISEASE, IMPROVE THEIR QUALITY OF LIFE, AND IMPACT GROUNDBREAKING RESEARCH THAT WILL CHANGE THE LANDSCAPE OF PD SCIENCE AND MEDICINE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3804981 | Expense |
| Description | BASIC RESEARCH - THE PARKINSON'S INSTITUTE TAKES A MULTIDISCIPLINARY AND INTERACTIVE APPROACH TO UNDERSTANDING THE NATURAL HISTORY OF PARKINSON'S DISEASE (PD) AND RELATED NEUROLOGICAL DISORDERS. CAUSE, CURE, AND PREVENTION OF PD ARE MOST EFFECTIVELY PURSUED THROUGH THE COORDINATED EFFORTS OF INVESTIGATORS WITH DIFFERENT SCIENTIFIC BACKGROUND AND EXPERTISE (MOLECULAR BIOLOGY, PHARMACOLOGY, AND TOXICOLOGY) AND USE OF STATE-OF-THE-ART EXPERIMENTAL TOOLS AT THE MOLECULAR, CELLULAR, AND WHOLE ORGANISM LEVELS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1600237 | Expense |
| Description | CLINICAL RESEARCH - OUR COLLABORATIVE TEAM OF EPIDEMIOLOGISTS, NEUROLOGISTS, SCIENTISTS, AND TOXICOLOGISTS ARE STUDYING THE MANY ASPECTS OF PARKINSON'S DISEASE (PD) AND RELATED MOVEMENT DISORDERS. OUR RESEARCH PROVIDES A SOLID SCIENTIFIC FOUNDATION FOR PUBLIC POLICY ACTIONS TO REDUCE OR PREVENT SIGNIFICANT NUMBERS OF FUTURE PD CASES VIA PROTECTING THE PUBLIC FROM EXPOSURE TO CHEMICALS THAT HAVE BEEN PROVEN TO INCREASE THE RISK OF CONTRACTING PD. CLINICAL INVESTIGATIONS ALSO INCLUDE EARLY DETECTION STRATEGIES AND METHODS FOR DELAYING OR PREVENTING THE ONSET OF PD AND RELATED MOVEMENT DISORDERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1786232 | Expense |
| Revenue | 858561 | Revenue |
| Description | WORLD-CLASS CARE: AT THE PARKINSON'S INSTITUTE, YOU ARE A PARTNER, NOT JUST A PATIENT. YOU HAVE A TEAM OF PARKINSON'S DISEASE (PD) EXPERTS WHO WILL WORK WITH YOU AND YOUR FAMILY TO CREATE A PERSONALIZED CARE PLAN. OUR PARTNERS ARE ALSO EXPECTED TO PLAY AN ACTIVE AND EDUCATED ROLE IN THEIR CARE. COMPREHENSIVE CARE INCLUDES: STATE-OF-THE-ART EVALUATION AND TREATMENT, PHYSICAL THERAPY, SPEECH THERAPY, DANCE, STRENGTH, AND OTHER EXERCISE CLASSES, AND ACCESS TO LEARNING OPPORTUNITIES ON SUBJECTS RANGING FROM NUTRITION, TO FINANCIAL PLANNING, AND CAREGIVER SUPPORT. OUR UNIQUE COMBINATION OF RESOURCES ENABLES AND EMPOWERS THE CLOSE INTERACTION OF CLINICIANS, THERAPISTS, EDUCATORS, RESEARCHERS, AND PEOPLE LIVING WITH PD AND THEIR LOVED ONES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 53918 | Expense |
| Description | PROGRAM SERVICE FOUR - OUTREACH AND EDUCATIONIN 2012 THE PARKINSON'S INSTITUTE AND CLINICAL CENTER PROVIDED 400 CLASSES AND UNIQUE LEARNING OPPORTUNITIES FOR PEOPLE LIVING WITH PARKINSON'S AND THEIR LOVED ONES AT NO OR VERY LOW COST. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 53918 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 7245368 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 1 | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 23 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 86 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 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 | MICHELLE KNAPIK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4087342800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 ALMANOR AVENUE | AddressLine1 |
| City | SUNNYVALE | City |
| State | CA | State |
| ZIP Code | 94085 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 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 |
|---|---|---|---|---|---|---|---|
| JAMES WILLIAM LANGSTON MD | |||||||
| CEO-FOUNDER | 40.00 | X | X | 354150 | 0 | 20373 | |
| BOB HOWELLS | |||||||
| TREASURER | 0.50 | X | X | 0 | 0 | 0 | |
| PETER NOSLER | |||||||
| VICE-CHAIRMAN | 0.50 | X | X | 0 | 0 | 0 | |
| TOM BAILARD | |||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 | |
| TOM FOLLETT | |||||||
| CHAIRMAN | 4.00 | X | X | 0 | 0 | 0 | |
| VERN NORVIEL | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JUDITH HEMBERGER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| SUSAN FOSTER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DAN CLEVENGER DDS | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| CLYDE TAYLOR | |||||||
| CFO/COO | 40.00 | X | 244184 | 0 | 19634 | ||
| DR CAROLINE TANNER | |||||||
| DIRECTOR OF CLINICAL RESEA | 40.00 | 209981 | 0 | 13379 | X | ||
| DR GRACE LIANG | |||||||
| DIRECTOR, CLINICAL TRIALS | 40.00 | 181829 | 0 | 14552 | X | ||
| DR MELANIE BRANDABUR | |||||||
| CLINIC DIRECTOR | 40.00 | 214877 | 0 | 13416 | X | ||
| IAN IRWIN | |||||||
| DIR. OF TRANSLATIONAL DRUG | 32.00 | 139789 | 0 | 6695 | X | ||
| SAM GOLDMAN MD MPH | |||||||
| ASSOCIATE PROFESSOR | 40.00 | 143617 | 0 | 13919 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1488427 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 101968 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| STANFORD UNIVERSITY | |||||
| PO BOX 44253 | SAN FRANCISCO | CA | 94144 | SUBCONTRACTOR | 790173 |
| SANGAMO BIOSCIENCES INC | |||||
| 501 CANAL BLVD SUITE A100 | RICHMOND | CA | 94804 | SUBCONTRACTOR | 143843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 89669 | FundraisingEvents |
| Government Grants | 3455467 | GovernmentGrants |
| All Other Contributions | 7209490 | AllOtherContributions |
| Noncash Contributions | 72695 | NoncashContributions |
| Total Contributions | 10754626 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT FEES | 621400 | 567701 | 567701 |
| DRUG STUDY INCOME | 541700 | 290860 | 290860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 858561 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1512 | TotalRevenueColumn |
| Exclusion | $1,512 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27500 | TotalRevenueColumn |
| Exclusion | $27,500 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 39789 | 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 | 39789 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39789 | TotalRevenueColumn |
| Exclusion | $39,789 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 225555 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 72904 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 152651 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 152651 | TotalRevenueColumn |
| Exclusion | $152,651 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 89669 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 261 | TotalRevenueColumn |
| Exclusion | $261 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 261 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11834900 | TotalRevenueColumn |
| Related Or Exempt Function Income | 858561 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $221,713 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 761901 | Total |
| Management And General | 761901 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3408995 | Total |
| Program Services | 2703060 | ProgramServices |
| Management And General | 529890 | ManagementAndGeneral |
| Fundraising | 176045 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1015432 | Total |
| Program Services | 805156 | ProgramServices |
| Management And General | 157838 | ManagementAndGeneral |
| Fundraising | 52438 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 287928 | Total |
| Program Services | 228304 | ProgramServices |
| Management And General | 44755 | ManagementAndGeneral |
| Fundraising | 14869 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84729 | Total |
| Management And General | 84729 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38750 | Total |
| Management And General | 38750 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34507 | Total |
| Fundraising | 34507 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150 | Total |
| Management And General | 150 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1123211 | Total |
| Program Services | 1112861 | ProgramServices |
| Management And General | 10350 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24265 | Total |
| Management And General | 24265 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1469551 | Total |
| Program Services | 1023403 | ProgramServices |
| Management And General | 437593 | ManagementAndGeneral |
| Fundraising | 8555 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98857 | Total |
| Program Services | 81494 | ProgramServices |
| Management And General | 16144 | ManagementAndGeneral |
| Fundraising | 1219 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82211 | Total |
| Management And General | 82211 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101843 | Total |
| Program Services | 78331 | ProgramServices |
| Management And General | 21068 | ManagementAndGeneral |
| Fundraising | 2444 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61141 | Total |
| Program Services | 16596 | ProgramServices |
| Management And General | 44545 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES | 818867 | 771756 | 45233 | 1878 |
| EQUIPMENT | 198014 | 198014 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 472967 | Total |
| Program Services | 226393 | ProgramServices |
| Management And General | 111746 | ManagementAndGeneral |
| Fundraising | 134828 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10083319 | Total |
| Program Services | 7245368 | ProgramServices |
| Management And General | 2411168 | ManagementAndGeneral |
| Fundraising | 426783 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4517 | BOY |
| EOY | 1648 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5058980 | BOY |
| EOY | 4887853 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125000 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1136505 | BOY |
| EOY | 694889 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1614350 | BOY |
| EOY | 149904 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3064717 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2950664 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215896 | BOY |
| EOY | 114053 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8155248 | BOY |
| EOY | 5848347 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1704150 | BOY |
| EOY | 1107968 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3017036 | BOY |
| EOY | 2833960 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3279301 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8000487 | BOY |
| EOY | 3941928 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2301347 | BOY |
| EOY | -412854 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2453608 | BOY |
| EOY | 2316773 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2500 | BOY |
| EOY | 2500 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154761 | BOY |
| EOY | 1906419 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8155248 | BOY |
| EOY | 5848347 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1751581 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 77 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7552468 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8219562 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6210190 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9984320 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10754626 | CurrentTaxYear |
| Total | 42721166 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7552468 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8219562 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6210190 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9984320 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10754626 | CurrentTaxYear |
| Total | 42721166 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 9628258 | AmountsSubstContributorsTotal |
| Public Support Total170 | 33092908 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 97445 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 272266 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 210251 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37958 | CurrentTaxYearMinus1Year |
| Current Tax Year | 69062 | CurrentTaxYear |
| Total | 686982 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31081 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9523 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82793 | CurrentTaxYearMinus1Year |
| Current Tax Year | 261 | CurrentTaxYear |
| Total | 124448 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 43532596 | TotalSupport |
| Gross Receipts From Admissions Etc | 8323766 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.76020 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.73650 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2008 AMOUNT: $ 790. 2009 AMOUNT: $ 4,586. 2010 AMOUNT: $ 5,753. 2011 AMOUNT: $ 23. 2012 AMOUNT: $ 261. GROSS INCOME FROM FUNDRAISING EVENTS - 2009 AMOUNT: $ 26,495. 2010 AMOUNT: $ 3,770. 2011 AMOUNT: $ 82,770. | 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 D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 237332 | OtherCostOrOtherBasis |
| Depreciation | 194080 | Depreciation |
| Book Value | 43252 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2807310 | OtherCostOrOtherBasis |
| Depreciation | 2737402 | Depreciation |
| Book Value | 69908 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20075 | OtherCostOrOtherBasis |
| Depreciation | 19182 | Depreciation |
| Book Value | 893 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 114053 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 11935638 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 77 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 100661 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 100738 | RevenueNotRptdF990 |
| Revenue Subtotal | 11834900 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11834900 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10183980 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 100661 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 100661 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10083319 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10083319 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE INSTITUTE FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION TOPIC, INCOME TAXES, TO ACCOUNT FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS CONCLUDED THAT THE INSTITUTE HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE INSTITUTE IS NO LONGER SUBJECT TO TAX EXAMINATIONS BY FEDERAL AUTHORITIES FOR TAX YEARS ENDING JUNE 30, 2009 AND BEFORE AND BY CALIFORNIA AUTHORITIES FOR TAX YEARS ENDING JUNE 30, 2008, AND BEFORE. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | WILLIAM DAVID BARNES | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 BEATRICE LANE | AddressLine1 |
| City | MODESTO | City |
| State | CA | State |
| ZIP Code | 95355 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL CONSULTANT | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 13200 | AmountRetainedByContractor |
| Net To Organization | -13200 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 13200 | TotalRetainedByContractors |
| Total Net To Organization | -13200 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (6 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES WILLIAM LANGSTON MD | ||||||||||||||
| CEO-FOUNDER | 354150 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20373 | 0 | 374523 | 0 | 0 | 0 |
| CLYDE TAYLOR | ||||||||||||||
| CFO/COO | 244184 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 19634 | 0 | 263818 | 0 | 0 | 0 |
| DR CAROLINE TANNER | ||||||||||||||
| DIRECTOR OF CLINICAL RESEA | 209981 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13379 | 0 | 223360 | 0 | 0 | 0 |
| DR GRACE LIANG | ||||||||||||||
| DIRECTOR, CLINICAL TRIALS | 181829 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14552 | 0 | 196381 | 0 | 0 | 0 |
| DR MELANIE BRANDABUR | ||||||||||||||
| CLINIC DIRECTOR | 214877 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13416 | 0 | 228293 | 0 | 0 | 0 |
| SAM GOLDMAN MD MPH | ||||||||||||||
| ASSOCIATE PROFESSOR | 143617 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13919 | 0 | 157536 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 72695 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE COO/CFO. THE COO/CFO FORWARDED THE FORM 990 TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS WERE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD THEIR QUESTIONS TO THE COO/CFO. EITHER THE COO/CFO OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS FROM THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL PARTIES FROM WHOM A CONFLICT OF INTEREST STATEMENT IS REQUIRED ARE TRACED, REMINDERS SENT, AND IF DELINQUENT, THE COO/CFO FOLLOWS UP. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL/COMPENSATION COMMITTEE, IN CONJUNCTION WITH HUMAN RESOURCES, REVIEWS AND ANALYZES COMPENSATION USING THE ANNUAL AIRI SURVEYS AND OTHER INDEPENDENT SOURCES TO DETERMINE APPROPRIATENESS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE POSTED ANNUALLY TO THE INSTITUTE'S WEB SITE AND ARE ALSO AVAILABLE ONLINE THROUGH THE FEDERAL AUDIT CLEARINGHOUSE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE PROVIDED UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | SUBCONTRACTS: PROGRAM SERVICE EXPENSES 1,112,861. MANAGEMENT AND GENERAL EXPENSES 10,350. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,123,211. | OTHER FEES |
| SCHEDULE M, PART I, LINE 31: | THE ORGANIZATION INTENDS TO IMPLEMENT A GIFT ACCEPTANCE POLICY. |
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