OKLAHOMA MEDICAL RESEARCH FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA MEDICAL RESEARCH FOUNDATION (EIN 73-0580274)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-07
- IRS object ID
- 201320399349301277
- Schema version
- 2011v1.2
- 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 G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-07T12:02:20-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730580274 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA MEDICAL RESEARCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OKLA | NameControl |
| Phone | 4052717421 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 NE 13th Street | AddressLine1 |
| City | Oklahoma City | City |
| State | OK | State |
| ZIP Code | 73104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tim Hassen | Name |
| Title | Chief Financial Officer | Title |
| Phone | 4052717421 | Phone |
| Date Signed | 2013-02-07 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Tim Hassen | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 NE 13th Street | AddressLine1 |
| City | Oklahoma City | City |
| State | OK | State |
| ZIP Code | 73104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 65766539 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.omrf.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | OMRF is dedicated to developing a better understanding of and more effective treatments for human disease. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 77 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 77 | NbrIndependentVotingMembers |
| Total Nbr Employees | 587 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 69070646 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 56883620 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1494341 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3564901 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2189314 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3238492 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3866635 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 75874039 | TotalRevenuePriorYear |
| Total Revenue Current Year | 64433910 | 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 | 32755996 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 32913559 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1801005 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 34164943 | OtherExpensePriorYear |
| Other Expenses Current Year | 35846936 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 66920939 | TotalExpensesPriorYear |
| Total Expenses Current Year | 68760495 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8953100 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4326585 | RevenuesLessExpensesCY |
| Total Assets BOY | 388445536 | TotalAssetsBOY |
| Total Assets EOY | 371571744 | TotalAssetsEOY |
| Total Liabilities BOY | 66940258 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 63294489 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 321505278 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 308277255 | NetAssetsOrFundBalancesEOY |
| Mission Description | OMRF is dedicated to developing a better understanding of and more effective treatments for human disease. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15417841 | Expense |
| Revenue | 12004140 | Revenue |
| Description | Arthritis and Clinical Immunology - In 2012, researchers in this program published 81 new research studies in national and international scientific journals. These studies detailed a wide array of discoveries by OMRF scientists about autoimmune diseases, conditions in which the body's immune system turns against itself. Those discoveries included: new insights into the genetic roots of lupus and rheumatoid arthritis; the results of major clinical trials exploring new treatments for lupus and multiple sclerosis; examinations of disparities in these conditions among minority and Native populations; and methods of predicting pregnancy outcomes in patients suffering from these illnesses. Clinically, in only its second year of operation, OMRF's Multiple Sclerosis Center of Excellence surpassed 3,000 patients. This marriage of clinical and laboratory science helped OMRF earn a designation from the National Institutes of Health as one of only seven centers of Autoimmune Disease Prevention in the US. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6263966 | Expense |
| Revenue | 5466831 | Revenue |
| Description | Cardiovascular Biology - The creation of blood vessels plays a key role not only in heart disease but also in the growth of cancers. OMRF scientists made an important finding about how a family of proteins known as epsins can stunt the growth of some cancerous tumors. Using cell cultures and laboratory mice, the researchers removed epsin from the system. They expected to see unrestricted blood vessel growth and large, aggressive tumors. Instead, they found the opposite. Their findings, published in the Journal of Clinical Investigation, could lead to new therapies for breast cancer and other forms of cancer. This year, OMRF's cardiovascular biologists also made an important discovery in the field of adult stem cells. They identified a specialized adult stem cell that, when coupled with reduced cholesterol in the blood, helped shrink arterial plaques. The discovery could play a key role in helping those with cardiovascular disease restore heart health. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3432449 | Expense |
| Revenue | 2151242 | Revenue |
| Description | Immunobiology and Cancer - Scientists in this research program continued their investigations into the immune system. In particular, their work examined how the system is built and maintained and how defects in this intricate process can result in immune diseases and cancer. In 2012, they made a surprising breakthrough on how chronic infections contribute to defects in the immune system as we age. Their work also proved instrumental in casting light on how fat cells develop. This breakthrough will serve as a building block as scientists at OMRF and elsewhere work toward the development of new and more effective ways to prevent and treat heart disease. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 37130838 | Expense |
| Revenue | 10105127 | Revenue |
| Description | Other Program Services | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 37130838 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 10105127 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 62245094 | 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 | 1 | 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 | 1 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | 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 |
| 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 | 126 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 587 | 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 | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| 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 |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 77 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 77 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | OK | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Tim Hassen | NamePerson |
| Telephone Number | 4052717421 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 NE 13th Street | AddressLine1 |
| City | Oklahoma City | City |
| State | OK | State |
| ZIP Code | 73104 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (94 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Anoatubby Bill | |||||||||
| Board member | 1 | X | 0 | 0 | 0 | ||||
| Bass Jim | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Bell Sharon | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Benbrook Bruce | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Benham Lance | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Boghetich Jil | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Braught Barbara | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Burgess Bill | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Brown Randy | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Burgess Ellen | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Cameron Bill | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Carolina Mike | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Carroll Michael | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Cason Len | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Champlin Hiram | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Collins Mark | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Cox Rusty | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Crawford Bill | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Drake Ramsey | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Eagan Claire | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Edwards Carl | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Evans Pat | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Everest Christy | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Felton Ann | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Fergeson Ken | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Ferree Larry | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Fischer Malinda | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Fretwell Barbara | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Funke Mark | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Gamble Gerald | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Griffin John | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Griffin Martha | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Groendyke Virginia | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Haglund Jacqui | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Hall Brooks | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Hamm Harold | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Hargis Burns | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Hawley Bill | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Henry Kim | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Henry Robert | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Hogan Randy | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Holmes Jerome | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Hudson Cliff | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Jameson Brett | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Johnstone Bill | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Kerr Lou | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Levy Harrison | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Loughridge Bill | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| McCarty Jack | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| McPherson Frank | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Morris Jim | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Mueller James | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Nichols Larry | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Parry Richard | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Patten Rebecca | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Payne Bond | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Pierson Gary | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Pitman Don | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Rainbolt David | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Replogle Dee | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Rooney Pat | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Ross Bob | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Samis Mike | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Saxon John | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Schulte Paul | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Stough Phyllis | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Swimmer Ross | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Switzer Becky | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Taylor Steven | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Thorpe Betsy | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Walton Greg | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Ward Lew | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Williams Jr G Rainey | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Wymer Deane | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Allen Greg S | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Duncan Walt | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Little Dan | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Prescott Stephen | |||||||||
| President and CEO | 50 | 1018353 | 0 | 244014 | X | ||||
| Paul Kincade | |||||||||
| VP of Research & Program Chair, Immunobiology and Cancer | 50 | 237366 | 0 | 8697 | X | ||||
| Morgan Chip | |||||||||
| Executive VP & Chief Operating Officer | 50 | 217754 | 0 | 8655 | X | ||||
| Cohen Adam | |||||||||
| Sr VP & General Counsel | 50 | 207664 | 0 | 7334 | X | ||||
| Voss Penny | |||||||||
| VP of Development | 50 | 193243 | 0 | 23282 | X | ||||
| Kennedy Larry | |||||||||
| VP of Technology Transfer | 50 | 155648 | 0 | 8588 | X | ||||
| Hassen Tim | |||||||||
| VP of Finance and CFO | 50 | 167757 | 0 | 13037 | X | ||||
| Day Lisa | |||||||||
| VP of Business and Government Affairs | 50 | 109347 | 0 | 7046 | X | ||||
| James Judith | |||||||||
| Program Chair, Arthritis and Clinical Immunology | 50 | 364392 | 0 | 19807 | X | ||||
| McEver Rodger | |||||||||
| Program Chair, Cardiovascular Biology | 50 | 307880 | 0 | 14517 | X | ||||
| Pardo Gabriel | |||||||||
| Associate Member, Arthritis and Clinical Immunology | 50 | 305976 | 0 | 13051 | X | ||||
| Gaffney Patrick | |||||||||
| Associate Member, Arthritis and Clinical Immunology | 50 | 205556 | 0 | 13051 | X | ||||
| Sivils Kathy | |||||||||
| Asociate Member, Arthiritis and Clinical Immunology | 50 | 195990 | 0 | 13051 | X | ||||
| Gografe Sylvia | |||||||||
| Director of Comparative Medicine and Attending Vet | 50 | 191958 | 0 | 8652 | X | ||||
| Gorbsky Gary | |||||||||
| Program Chair, Cell Cycle and Cancer Biology | 50 | 185542 | 0 | 13035 | X | ||||
| Perrault Janis | |||||||||
| VP of Human Resources | 50 | 142444 | 0 | 12917 | X | ||||
| Capra J Donald | |||||||||
| Former President | 10 | 120496 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4327366 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 428734 | TotalOtherCompensation |
| Number Individuals GT100 K | 47 | 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 |
|---|---|---|---|---|---|
| Perkins Will | |||||
| PO Box 71181 | Chicago | IL | 606941181 | Architect | 803595 |
| Kilpatrick Stockton | |||||
| PO Box 945614 | Atlanta | GA | 30394 | Legal | 313925 |
| Fulbright Jaworski LLP | |||||
| PO Box 844284 | Dallas | TX | 752844284 | Legal | 360025 |
| Aramark | |||||
| 24863 Network Pl | Chicago | IL | 606731248 | HouseKeeping Services | 479311 |
| SAIC Energy Environment & Infastructure | |||||
| Rt 1 Box 223563 | Pittsburgh | PA | 152512563 | Architect | 185780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Federated Campaigns | 140765 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 468252 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 39415535 | GovernmentGrants |
| All Other Contributions | 16859068 | AllOtherContributions |
| Noncash Contributions | 146385 | NoncashContributions |
| Total Contributions | 56883620 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Clinical Revenue | Description |
| Business Code | 621399 | BusinessCode |
| Total Revenue Column | 1494341 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1494341 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1494341 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3284457 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3284457 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69976 | TotalRevenueColumn |
| Related Or Exempt Function Income | 69976 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2377114 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2377114 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 498469 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 498469 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 498469 | TotalRevenueColumn |
| Related Or Exempt Function Income | 498469 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 142147 | Securities |
| Other | 25363 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 143082 | Securities |
| Other | 1189547 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -935 | Securities |
| Other | -1164184 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1165119 | TotalRevenueColumn |
| Related Or Exempt Function Income | -1165119 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 468252 | CntrbtnsRprtdFundraisingEvents |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Cafe Income | 722100 | 245413 | 245413 | 0 | $0 |
| Laboratory Income | 541380 | 745639 | 745639 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 991052 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64433910 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7550290 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3172647 | Total |
| Program Services | 2246971 | ProgramServices |
| Management And General | 732433 | ManagementAndGeneral |
| Fundraising | 193243 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22218078 | Total |
| Program Services | 20493851 | ProgramServices |
| Management And General | 867246 | ManagementAndGeneral |
| Fundraising | 856981 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7522834 | Total |
| Program Services | 6748639 | ProgramServices |
| Management And General | 453555 | ManagementAndGeneral |
| Fundraising | 320640 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 412494 | Total |
| Program Services | 281542 | ProgramServices |
| Management And General | 130952 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94155 | Total |
| Program Services | 64264 | ProgramServices |
| Management And General | 29891 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317542 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 317542 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1206820 | Total |
| Program Services | 1206820 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864399 | Total |
| Program Services | 591481 | ProgramServices |
| Management And General | 104879 | ManagementAndGeneral |
| Fundraising | 168039 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 720981 | Total |
| Program Services | 612306 | ProgramServices |
| Management And General | 57935 | ManagementAndGeneral |
| Fundraising | 50740 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3704496 | Total |
| Program Services | 2812881 | ProgramServices |
| Management And General | 891140 | ManagementAndGeneral |
| Fundraising | 475 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 605258 | Total |
| Program Services | 555300 | ProgramServices |
| Management And General | 43715 | ManagementAndGeneral |
| Fundraising | 6243 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126551 | Total |
| Program Services | 119794 | ProgramServices |
| Management And General | 4648 | ManagementAndGeneral |
| Fundraising | 2109 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2755206 | Total |
| Program Services | 2641479 | ProgramServices |
| Management And General | 113727 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8954511 | Total |
| Program Services | 8455048 | ProgramServices |
| Management And General | 499463 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 446761 | Total |
| Program Services | 304930 | ProgramServices |
| Management And General | 141831 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Lab Supplies | 5178420 | 5178420 | 0 | 0 |
| Trainee Costs | 1508075 | 1508075 | 0 | 0 |
| Inhouse | 1791624 | 1751472 | 30352 | 9800 |
| Subcontracts | 5230615 | 5230615 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1929028 | Total |
| Program Services | 1441206 | ProgramServices |
| Management And General | 295087 | ManagementAndGeneral |
| Fundraising | 192735 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68760495 | Total |
| Program Services | 62245094 | ProgramServices |
| Management And General | 4714396 | ManagementAndGeneral |
| Fundraising | 1801005 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9000 | BOY |
| EOY | 4300 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39688392 | BOY |
| EOY | 24927614 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14024639 | BOY |
| EOY | 12081809 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1238605 | BOY |
| EOY | 1435985 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155932 | BOY |
| EOY | 200937 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2675 | BOY |
| EOY | 1818 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 405409 | BOY |
| EOY | 955509 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 217260125 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 85713660 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125110897 | BOY |
| EOY | 131546465 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86878625 | BOY |
| EOY | 84084129 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 933234 | BOY |
| EOY | 1368813 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119998128 | BOY |
| EOY | 114964365 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 388445536 | BOY |
| EOY | 371571744 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9491600 | BOY |
| EOY | 6178255 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53913956 | BOY |
| EOY | 52923784 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3534702 | BOY |
| EOY | 4192450 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66940258 | BOY |
| EOY | 63294489 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109801231 | BOY |
| EOY | 113874450 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45432075 | BOY |
| EOY | 30782640 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166271972 | BOY |
| EOY | 163620165 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 321505278 | BOY |
| EOY | 308277255 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 388445536 | BOY |
| EOY | 371571744 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -4326585 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -8901438 | 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) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 77422808 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57098803 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 69877368 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 69070646 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56883620 | CurrentTaxYear |
| Total | 330353245 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 77422808 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57098803 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 69877368 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 69070646 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56883620 | CurrentTaxYear |
| Total | 330353245 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 46446680 | AmountsSubstContributorsTotal |
| Public Support Total170 | 283906565 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17177534 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6967812 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7117954 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6803393 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6055949 | CurrentTaxYear |
| Total | 44122642 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 374475887 | TotalSupport |
| Gross Receipts From Admissions Etc | 1494341 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.75814 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85903 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $317,542 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 317542 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | The Foundation's lobbying activities entail monitoring proposed legislation and educating legislators and their staffs about the Foundation, medical research and the impact of proposed legislation on medical research and the Foundation. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 69793689 | BeginningOfYearBalance |
| Contributions | 76613 | Contributions |
| Investment Earnings Or Losses | 64776 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 3200000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 66735078 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58867420 | BeginningOfYearBalance |
| Contributions | 237181 | Contributions |
| Investment Earnings Or Losses | 13989088 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 3300000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 69793689 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58951820 | BeginningOfYearBalance |
| Contributions | 239636 | Contributions |
| Investment Earnings Or Losses | 2975964 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 3300000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 58867420 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 73407691 | BeginningOfYearBalance |
| Contributions | 1652223 | Contributions |
| Investment Earnings Or Losses | -12908094 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 3200000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 58951820 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.0337 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.737 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.2293 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3944520 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 3944520 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 174938237 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 6264552 | Depreciation |
| Book Value | 168673685 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 38356175 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 79449108 | Depreciation |
| Book Value | -41092933 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 21193 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 21193 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 131546465 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (7 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Funds Held in Trust by Others | 111381945 |
| Wills & Bequests, Net | 2808969 |
| Cash Surrender Value of Life Insurance | 450076 |
| Deposits | 152680 |
| Accrued Interest Receivable | 122623 |
| Inventory - Land and Building | 47970 |
| Minerals | 102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 114964365 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Split Interest Agreements & Other Liabilities | $692,092 |
| Postretirement Benefits & Deferred Compensation | $3,500,358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4192450 | TotalOfAmounts |
| Total Revenue | 64433910 | TotalRevenue |
| Total Expenses | 68760495 | TotalExpenses |
| Excess Or Deficit For Year | -4326585 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -9031319 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $129,881 | OtherAmount |
| Total Adjustments | -8901438 | TotalAdjustments |
| Excess Or Deficit Per FS | -13228023 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 64433910 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 0 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 64433910 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 64433910 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 68760495 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 68760495 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 68760495 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The Foundation's endowment consists of individual funds established to provide the Foundation with funding in perpetuity. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | Management has reviewed the Foundation's tax positions and concluded that there are no uncertain tax positions that require accrual in the financial statements or disclosure in the footnotes to be in compliance with authoritative literature. Generally, the Foundation is no longer subject to income tax examination by federal, state or local tax authorities for years prior to 2009. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Pension related changes other than net periodic pension cost. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 241 Event | NameOfEvent1 |
| Gross Receipts Event1 | 693332 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 693332 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 49853 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 24891 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 147676 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 2660 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 693332 | GrossReceiptsTotal |
| Charitable Contributions Total | 0 | CharitableContributionsTotal |
| Gross Revenue Total Events | 693332 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 49853 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 24891 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 147676 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 2660 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 225080 | DirectExpenseSummaryEvents |
| Net Income Summary | 468252 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Prescott Stephen | |||||||||||||
| 805341 | 0 | 188125 | 0 | 24888 | 0 | 222429 | 0 | 8655 | 0 | 1249438 | 0 | 1058679 | 0 |
| Paul Kincade | |||||||||||||
| 212948 | 0 | 0 | 0 | 24418 | 0 | 0 | 0 | 8697 | 0 | 246063 | 0 | 309476 | 0 |
| Morgan Chip | |||||||||||||
| 192616 | 0 | 250 | 0 | 24888 | 0 | 0 | 0 | 8655 | 0 | 226409 | 0 | 216636 | 0 |
| Cohen Adam | |||||||||||||
| 205792 | 0 | 0 | 0 | 1872 | 0 | 0 | 0 | 7334 | 0 | 214998 | 0 | 186192 | 0 |
| Voss Penny | |||||||||||||
| 176164 | 0 | 0 | 0 | 17079 | 0 | 10234 | 0 | 13048 | 0 | 216525 | 0 | 188277 | 0 |
| Kennedy Larry | |||||||||||||
| 152159 | 0 | 0 | 0 | 3489 | 0 | 0 | 0 | 8588 | 0 | 164236 | 0 | 157352 | 0 |
| Hassen Tim | |||||||||||||
| 166365 | 0 | 0 | 0 | 1392 | 0 | 0 | 0 | 13037 | 0 | 180794 | 0 | 158104 | 0 |
| Day Lisa | |||||||||||||
| 105447 | 0 | 0 | 0 | 3900 | 0 | 0 | 0 | 7046 | 0 | 116393 | 0 | 113608 | 0 |
| James Judith | |||||||||||||
| 333392 | 0 | 13000 | 0 | 18000 | 0 | 12515 | 0 | 7292 | 0 | 384199 | 0 | 305035 | 0 |
| McEver Rodger | |||||||||||||
| 280780 | 0 | 3000 | 0 | 24100 | 0 | 0 | 0 | 13051 | 0 | 320931 | 0 | 309743 | 0 |
| Pardo Gabriel | |||||||||||||
| 255691 | 0 | 50000 | 0 | 285 | 0 | 0 | 0 | 13051 | 0 | 319027 | 0 | 0 | 0 |
| Gaffney Patrick | |||||||||||||
| 191375 | 0 | 0 | 0 | 14181 | 0 | 0 | 0 | 13051 | 0 | 218607 | 0 | 206197 | 0 |
| Sivils Kathy | |||||||||||||
| 194475 | 0 | 0 | 0 | 1515 | 0 | 0 | 0 | 13051 | 0 | 209041 | 0 | 191891 | 0 |
| Gografe Sylvia | |||||||||||||
| 190299 | 0 | 0 | 0 | 1659 | 0 | 0 | 0 | 8652 | 0 | 200610 | 0 | 0 | 0 |
| Gorbsky Gary | |||||||||||||
| 162636 | 0 | 0 | 0 | 22906 | 0 | 0 | 0 | 13035 | 0 | 198577 | 0 | 195445 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | First class travel is allowed for officers and key employees to accomplish work related tasks while traveling. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | Compensation for the CEO is determined by leadership of the board of directors based on comparability data from widely accepted peer benchmarking surveys that are segmented by region and size of entity. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | The Board of the Foundation periodically uses nonqualified retirement plans as a retention tool. |
| SchJ_P01_S00_L07 | Schedule J, Part I, Line 7 | The CEO receives an annual bonus that is determined by leadership of the board of directors based on performance. The bonus is considered as a portion of total compensation and is subject to the review process previously described. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Oklahoma Industries Authority | |||||||
| 736194355 | 679103YC9 | 2008-08-14 | 42955000 | Revenue Bonds (OMRF Project) Series 2008 | 0 | 0 | 0 |
| Oklahoma Industries Authority | |||||||
| 736194355 | XXNONEXXX | 2010-05-26 | 12185000 | Revenue Bonds (OMRF Project) Series 2010 | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3000000 | 0 | 43457720 | 3316750 | 0 | 0 | 141976 | 0 | 0 | 30502010 | 0 | 9496984 | 2011 | 0 | 0 | 0 | 1 |
| 0 | 0 | 12320300 | 1218339 | 0 | 0 | 138825 | 0 | 0 | 0 | 10963136 | 0 | 2011 | 0 | 1 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 1 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 1 | 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Loan Table LoanTable
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Accele Biopharma Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Loan | Research | PurposeOfLoan |
| Loan To Organization | X | LoanToOrganization |
| Original Principal | $30,000 | OriginalPrincipalAmount |
| Balance Due | 30000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 30000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (7 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| SAIC | |||
| Common Directors | 417378 | Construction Management | 0 |
| Accele Biopharm | |||
| Common Directors | 330000 | Joint venture investment | 0 |
| Presbyterian Health Foundation | |||
| Common Directors | 326920 | Rental expense for building space | 0 |
| McAfee & Taft | |||
| Common Directors | 112092 | Legal Services | 0 |
| Bank of Oklahoma | |||
| Common Directors | 107412 | Investment and mineral asset management | 0 |
| Ginny Bass Carl | |||
| Related to Board member | 89760 | Payroll | 0 |
| Peter Carl | |||
| Related to Board member | 52632 | Payroll | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 146385 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | 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 | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | A third party is used to sell gifts of stocks or bonds received from donors. Usually the donor transfers the stocks directly from their brokerage account into OMRF's third party account. Occasionally, OMRF receives stock certificates and those are sent directly to the third party to process. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L01a | Form 990, Part VI, Section A, Line 1a | The Foundation's Board of Directors has delegated all of its powers to the Foundation's Executive Committee, except as follows: establish the overall policies and direction of the Foundation, appoint the members of the Executive Committee, elect and remove the Chair of the Board of Directors, amend the Bylaws and the Certificate of Incorporation of the Foundation, and appoint special committees to the Board of Directors. The Board of Directors may at any time amend or revoke this delegation of powers. |
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | The Foundation currently has 88 directors, many of whom are business leaders and members of prominent families in the State of Oklahoma. The Foundation believes there are multiple business relationships between and among board members and families of Board members, but the Foundation review of signed conflict of interest disclosures from all board members and of the Foundation's ledger accounts indicated there are no such relationships that would impair the fiduciary duties of any director to the Foundation. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | A summary of the Form 990 is presented for review to the Executive Committee. Subsequent to that review, the Form 990 with all supplemental schedules is made available to all members of the board of directors for review and comment prior to filing. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Each director, office and key employee is annually provided with a copy of the Foundation's conflict of interest policy. Each of these individuals is annually provided with a questionnaire regarding potential conflicts and required to disclose any potential conflict that he or she might have. In addition, each of these individuals must annually sign a statement affirming that he or she has; received a copy of the conflicts of interest policy, read and understood the policy and agrees to comply with the policy. Once the Foundation has collected annual disclosure statements from all directors, officer and key employees, the Foundation's Governance committee review such information to identify situations in which a conflict exists and is material. If a material conflict is identified, the committee analyzes whether the contemplated transaction may be authorized as just, fair, and reasonable to the Foundation. The Governance Committee then makes a recommendation to the Foundations' Executive Committee regarding the management of all potential conflicts it has identified. The final decision as to the approval and , where applicable, management of all such potential conflicts rests in the sole discretion of the Executive Committee, which make such decisions based upon the welfare of the Foundation and the advancement of its purpose. The recommendations of the Governance Committee and decisions of the Executive Committee are documented in the respective minutes of these Committees' regular meetings. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | Compensation for Officers is determined and evaluated in May of each year by leadership of the board of directors based on comparability data from widely accepted peer benchmarking salary surveys that are segmented by region and size of entity. Compensation for principal investigators (lead researchers), including any key employees, is determined by Foundation Officers based on the comparability data referenced above and evaluated in May of each year. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The Foundation's governing documents, conflicts of interest policy, and financial statements are provided upon request and are publicly available on the Foundation's website. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Includes decrease in fair value of funds held in trust by others, net investment losses in excess of gains (losses) designated for operations and pension related changes other than net periodic pension costs. |
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