2013-02-07T12:02:20-07:00 2012-06-30 990 2011-07-01 730580274 OKLAHOMA MEDICAL RESEARCH FOUNDATION OKLA 4052717421 825 NE 13th Street Oklahoma City OK 73104 Tim Hassen 4052717421 2013-02-07 2011 2016-02-25 16:41:14Z Tim Hassen 825 NE 13th Street Oklahoma City OK 73104 65766539 0 X www.omrf.org X 1946 OK OMRF is dedicated to developing a better understanding of and more effective treatments for human disease. 77 77 587 0 0 0 69070646 56883620 0 1494341 3564901 2189314 3238492 3866635 75874039 64433910 0 0 0 0 32755996 32913559 0 0 1801005 34164943 35846936 66920939 68760495 8953100 -4326585 388445536 371571744 66940258 63294489 321505278 308277255 OMRF is dedicated to developing a better understanding of and more effective treatments for human disease. 0 0 15417841 12004140 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. 6263966 5466831 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. 3432449 2151242 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. 37130838 10105127 Other Program Services 37130838 0 10105127 62245094 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 126 0 1 587 1 0 0 0 0 1 1 1 1 0 0 0 1 0 X 77 77 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X X X Tim Hassen 4052717421 825 NE 13th Street Oklahoma City OK 73104 Anoatubby Bill 1 X 0 0 0 Bass Jim 1 X 0 0 0 Bell Sharon 1 X 0 0 0 Benbrook Bruce 1 X 0 0 0 Benham Lance 1 X 0 0 0 Boghetich Jil 1 X 0 0 0 Braught Barbara 1 X 0 0 0 Burgess Bill 1 X 0 0 0 Brown Randy 1 X 0 0 0 Burgess Ellen 1 X 0 0 0 Cameron Bill 1 X 0 0 0 Carolina Mike 1 X 0 0 0 Carroll Michael 1 X 0 0 0 Cason Len 1 X 0 0 0 Champlin Hiram 1 X 0 0 0 Collins Mark 1 X 0 0 0 Cox Rusty 1 X 0 0 0 Crawford Bill 1 X 0 0 0 Drake Ramsey 1 X 0 0 0 Eagan Claire 1 X 0 0 0 Edwards Carl 1 X 0 0 0 Evans Pat 1 X 0 0 0 Everest Christy 1 X 0 0 0 Felton Ann 1 X 0 0 0 Fergeson Ken 1 X 0 0 0 Ferree Larry 1 X 0 0 0 Fischer Malinda 1 X 0 0 0 Fretwell Barbara 1 X 0 0 0 Funke Mark 1 X 0 0 0 Gamble Gerald 1 X 0 0 0 Griffin John 1 X 0 0 0 Griffin Martha 1 X 0 0 0 Groendyke Virginia 1 X 0 0 0 Haglund Jacqui 1 X 0 0 0 Hall Brooks 1 X 0 0 0 Hamm Harold 1 X 0 0 0 Hargis Burns 1 X 0 0 0 Hawley Bill 1 X 0 0 0 Henry Kim 1 X 0 0 0 Henry Robert 1 X 0 0 0 Hogan Randy 1 X 0 0 0 Holmes Jerome 1 X 0 0 0 Hudson Cliff 1 X 0 0 0 Jameson Brett 1 X 0 0 0 Johnstone Bill 1 X 0 0 0 Kerr Lou 1 X 0 0 0 Levy Harrison 1 X 0 0 0 Loughridge Bill 1 X 0 0 0 McCarty Jack 1 X 0 0 0 McPherson Frank 1 X 0 0 0 Morris Jim 1 X 0 0 0 Mueller James 1 X 0 0 0 Nichols Larry 1 X 0 0 0 Parry Richard 1 X 0 0 0 Patten Rebecca 1 X 0 0 0 Payne Bond 1 X 0 0 0 Pierson Gary 1 X 0 0 0 Pitman Don 1 X 0 0 0 Rainbolt David 1 X 0 0 0 Replogle Dee 1 X 0 0 0 Rooney Pat 1 X 0 0 0 Ross Bob 1 X 0 0 0 Samis Mike 1 X 0 0 0 Saxon John 1 X 0 0 0 Schulte Paul 1 X 0 0 0 Stough Phyllis 1 X 0 0 0 Swimmer Ross 1 X 0 0 0 Switzer Becky 1 X 0 0 0 Taylor Steven 1 X 0 0 0 Thorpe Betsy 1 X 0 0 0 Walton Greg 1 X 0 0 0 Ward Lew 1 X 0 0 0 Williams Jr G Rainey 1 X 0 0 0 Wymer Deane 1 X 0 0 0 Allen Greg S 1 X 0 0 0 Duncan Walt 1 X 0 0 0 Little Dan 1 X 0 0 0 Prescott Stephen 50 X 1018353 0 244014 Paul Kincade 50 X 237366 0 8697 Morgan Chip 50 X 217754 0 8655 Cohen Adam 50 X 207664 0 7334 Voss Penny 50 X 193243 0 23282 Kennedy Larry 50 X 155648 0 8588 Hassen Tim 50 X 167757 0 13037 Day Lisa 50 X 109347 0 7046 James Judith 50 X 364392 0 19807 McEver Rodger 50 X 307880 0 14517 Pardo Gabriel 50 X 305976 0 13051 Gaffney Patrick 50 X 205556 0 13051 Sivils Kathy 50 X 195990 0 13051 Gografe Sylvia 50 X 191958 0 8652 Gorbsky Gary 50 X 185542 0 13035 Perrault Janis 50 X 142444 0 12917 Capra J Donald 10 X 120496 0 0 4327366 0 428734 47 1 1 0 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 8 140765 0 468252 0 39415535 16859068 146385 56883620 Clinical Revenue 621399 1494341 1494341 0 0 0 0 0 0 1494341 3284457 3284457 0 0 69976 69976 0 0 2377114 2377114 0 0 498469 0 0 0 498469 0 498469 498469 0 0 142147 25363 143082 1189547 -935 -1164184 -1165119 -1165119 0 0 468252 Cafe Income 722100 245413 245413 0 0 Laboratory Income 541380 745639 745639 0 0 0 0 0 0 991052 64433910 7550290 0 0 0 0 0 0 0 0 0 0 3172647 2246971 732433 193243 0 0 0 0 22218078 20493851 867246 856981 0 0 0 0 7522834 6748639 453555 320640 0 0 0 0 0 0 0 0 412494 281542 130952 0 94155 64264 29891 0 317542 0 317542 0 0 0 0 0 0 0 1206820 1206820 0 0 0 0 0 0 864399 591481 104879 168039 720981 612306 57935 50740 0 0 0 0 3704496 2812881 891140 475 605258 555300 43715 6243 0 0 0 0 126551 119794 4648 2109 2755206 2641479 113727 0 0 0 0 0 8954511 8455048 499463 0 446761 304930 141831 0 Lab Supplies 5178420 5178420 0 0 Trainee Costs 1508075 1508075 0 0 Inhouse 1791624 1751472 30352 9800 Subcontracts 5230615 5230615 0 0 1929028 1441206 295087 192735 68760495 62245094 4714396 1801005 9000 4300 39688392 24927614 14024639 12081809 1238605 1435985 0 0 0 0 155932 200937 2675 1818 405409 955509 217260125 85713660 125110897 131546465 86878625 84084129 933234 1368813 0 0 0 0 119998128 114964365 388445536 371571744 9491600 6178255 0 0 0 0 53913956 52923784 0 0 0 0 0 0 0 0 3534702 4192450 66940258 63294489 X 109801231 113874450 45432075 30782640 166271972 163620165 321505278 308277255 388445536 371571744 X -4326585 -8901438 X 0 1 1 X 1 1 X 77422808 57098803 69877368 69070646 56883620 330353245 0 0 0 0 0 0 0 0 0 0 0 0 77422808 57098803 69877368 69070646 56883620 330353245 46446680 283906565 17177534 6967812 7117954 6803393 6055949 44122642 0 0 0 0 0 0 0 0 0 0 0 0 374475887 1494341 0.75814 0.85903 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 317542 0 0 317542 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 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. 69793689 76613 64776 0 3200000 0 66735078 58867420 237181 13989088 0 3300000 0 69793689 58951820 239636 2975964 0 3300000 0 58867420 73407691 1652223 -12908094 0 3200000 0 58951820 0.0337 0.737 0.2293 1 0 3944520 0 3944520 174938237 0 6264552 168673685 0 0 0 0 38356175 0 79449108 -41092933 21193 0 0 21193 131546465 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 114964365 0 Split Interest Agreements & Other Liabilities 692092 Postretirement Benefits & Deferred Compensation 3500358 4192450 64433910 68760495 -4326585 -9031319 0 0 0 129881 -8901438 -13228023 64433910 0 0 0 0 0 64433910 0 0 0 64433910 68760495 0 0 0 0 0 68760495 0 0 0 68760495 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. 241 Event 693332 0 693332 0 49853 0 24891 147676 2660 0 0 693332 0 693332 0 49853 0 24891 147676 2660 225080 468252 X 1 1 X X X X X X 0 1 0 0 0 0 0 1 0 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 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. 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 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 0 0 0 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 Accele Biopharma Inc Research X 30000 30000 0 1 1 30000 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 X 8 146385 FMV 0 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b 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. 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.