JACKSON LABORATORY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON LABORATORY (EIN 01-0211513)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349304113
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T10:30:23-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02111 | 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 | 010211513 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACKSON LABORATORY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % LINDA A JENSEN | InCareOfName |
| Name Control | JACK | NameControl |
| Phone | 2072886000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MAIN STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | BAR HARBOR | City |
| State | ME | State |
| ZIP Code | 04609 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA JENSEN | Name |
| Title | CFO | Title |
| Date Signed | 2013-11-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179881000 | 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 | LINDA A JENSEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Main Street | AddressLine1 |
| City | BAR HARBOR | City |
| State | ME | State |
| ZIP Code | 04609 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 251129254 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JAX.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1929 | YearFormation |
| State Legal Domicile | ME | StateLegalDomicile |
| Activity Or Mission Description | WE DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE GLOBAL BIOMEDICAL COMMUNITY IN THE SHARED QUEST TO IMPROVE HUMAN HEALTH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1661 | TotalNbrEmployees |
| Total Nbr Volunteers | 156 | TotalNbrVolunteers |
| Total Gross UBI | 3588 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -12313 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 41644804 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 67271113 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 90488058 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 159830571 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3551199 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2796712 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 680802 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1181585 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 136364863 | TotalRevenuePriorYear |
| Total Revenue Current Year | 231079981 | 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 | 59770920 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 111935295 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2402953 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 50881545 | OtherExpensePriorYear |
| Other Expenses Current Year | 91016891 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 110652465 | TotalExpensesPriorYear |
| Total Expenses Current Year | 202952186 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 25712398 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 28127795 | RevenuesLessExpensesCY |
| Total Assets BOY | 445421776 | TotalAssetsBOY |
| Total Assets EOY | 527038278 | TotalAssetsEOY |
| Total Liabilities BOY | 128042389 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 176017760 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 317379387 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 351020518 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE GLOBAL BIOMEDICAL COMMUNITY IN THE SHARED QUEST TO IMPROVE HUMAN HEALTH. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 98534564 | Expense |
| Revenue | 158899432 | Revenue |
| Description | DEVELOP AND PROVIDE GENETIC RESOURCES - PLEASE SEE SCHEDULE O FOR DETAIL. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 71261553 | Expense |
| Revenue | 450851 | Revenue |
| Description | BIOMEDICAL RESEARCH - PLEASE SEE SCHEDULE O FOR DETAIL. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2583927 | Expense |
| Revenue | 480288 | Revenue |
| Description | EDUCATION AND TRAINING - PLEASE SEE SCHEDULE O FOR DETAIL. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 172380044 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | true | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 166 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1661 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | 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 | LINDA A JENSEN | NamePerson |
| Telephone Number | 2072886108 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MAIN STREET | AddressLine1 |
| City | BAR HARBOR | City |
| State | ME | State |
| ZIP Code | 04609 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| EDISON T LIU MD | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.0 | X | X | 786307 | 0 | 122116 | ||
| CHARLES E HEWETT PHD | ||||||||
| Executive VP & COO | 40.0 | X | X | 655809 | 0 | 250209 | ||
| DAVID R CABOT | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KATHLEEN A CORBET | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LOUIS J D'AMBROSIO | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ROSS E DWORMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DAVID D ELLIMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JAMES J GALLOGLY | ||||||||
| TREASURER | 1.0 | X | X | 0 | 0 | 0 | ||
| RICHARD S GURIN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LEO A HOLT | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WESLIE R JANEWAY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RICHARD S LANNAMANN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SAM R LITTLE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DAVID J ROUX | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| TOM S VOLPE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| PETER GERRITY | ||||||||
| SECRETARY | 1.0 | X | X | 0 | 0 | 0 | ||
| EDWARD L SAMEK | ||||||||
| TREASURER | 1.0 | X | X | 0 | 0 | 0 | ||
| DAVID BALTIMORE PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JEFFREY M DUNN MD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ANTHONY B EVNIN PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM S HARWOOD ESQ | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| TOM P MANIATIS PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| NEAL B MILCH JD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CHARLES M RICE PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SHIRLEY M TILGHMAN PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DAVID VALLE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JANA ROBINSON | ||||||||
| ASSISTANT SECRETARY | 40.0 | X | 50224 | 0 | 29800 | |||
| JOSEPH VETELINO | ||||||||
| ASSISTANT TREASURER | 40.0 | X | 104861 | 0 | 34862 | |||
| MICHAEL HYDE | ||||||||
| VP EXT AFFAIRS & STRAT PSHIPS | 40.0 | X | 313339 | 0 | 62513 | |||
| LINDA A JENSEN MS | ||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | X | 312181 | 0 | 57280 | |||
| KATHY L VANDEGRIFT | ||||||||
| ASSOC GEN MGR JMS | 40.0 | 267166 | 0 | 45172 | X | |||
| LEAH RAE B DONAHUE PHD | ||||||||
| DIR GENETIC RESOURCE SCIENCE | 40.0 | 218305 | 0 | 47352 | X | |||
| AUROBINDO NAIR PHD | ||||||||
| GM SCIENTIFIC RESEARCH SVCS | 40.0 | 312870 | 0 | 55288 | X | |||
| ROBERT BRAUN PHD | ||||||||
| VP RESEARCH | 40.0 | 334531 | 0 | 36110 | X | |||
| MICHAEL WATERS | ||||||||
| SR DIR OPPORTUNITY DVLPMT | 40.0 | 212115 | 0 | 49493 | X | |||
| LINDA WATERMAN DVM | ||||||||
| SR DIR LAB ANIMAL HEALTH | 40.0 | 236243 | 0 | 25763 | X | |||
| JANAN T EPPIG PHD | ||||||||
| PROFESSOR | 40.0 | 226593 | 0 | 41490 | X | |||
| GARY A CHURCHILL PHD | ||||||||
| PROFESSOR | 40.0 | 210903 | 0 | 50535 | X | |||
| JOANNE RUH | ||||||||
| CHIEF INFORMATION OFFICER | 40.0 | 321034 | 0 | 25704 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4562481 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 933687 | TotalOtherCompensation |
| Number Individuals GT100 K | 115 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| COLUMBUS IT PARTNERS | |||||
| 750 WASHINGTON BOULEVARD 5TH FLOOR | STAMFORD | CT | 06901 | IT CONSULTING | 1419445 |
| VELOCITY TECHNOLOGY SOLUTIONS INC | |||||
| 850 THIRD AVENUE | NEW YORK | NY | 10022 | IT CONSULTING | 655781 |
| CENTERBROOK ARCH AND PLANNERS LLP | |||||
| 67 MAIN STREET | CENTERBROOK | CT | 06409 | ARCH/CONTR MGMT | 3960962 |
| BVH INTEGRATED SERVICES INC | |||||
| 50 GRIFFIN ROAD | S BLOOMFIELD | CT | 06002 | ARCH ENGINEERING | 1590259 |
| HURON CONSULTING | |||||
| 550 W VAN BUREN STREET | CHICAGO | IL | 60607 | IT CONSULTING | 928983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Fundraising Events | 172222 | FundraisingEvents |
| Government Grants | 57810755 | GovernmentGrants |
| All Other Contributions | 9288136 | AllOtherContributions |
| Noncash Contributions | 163086 | NoncashContributions |
| Total Contributions | 67271113 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| GENETIC RESOURCES | 541710 | 158899432 | 158899432 |
| TRAINING & EDUCATION | 541710 | 480288 | 480288 |
| RESEARCH | 541710 | 450851 | 450851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 159830571 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1809695 | TotalRevenueColumn |
| Unrelated Business Revenue | 3588 | UnrelatedBusinessRevenue |
| Exclusion | $1,806,107 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1082097 | TotalRevenueColumn |
| Exclusion | $1,082,097 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20880369 | Securities |
| Other | 29843 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19911883 | Securities |
| Other | 11312 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 968486 | Securities |
| Other | 18531 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 987017 | TotalRevenueColumn |
| Exclusion | $987,017 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 6888 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 172222 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 126078 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -119190 | TotalRevenueColumn |
| Exclusion | -$119,190 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 218678 | TotalRevenueColumn |
| Related Or Exempt Function Income | 218678 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 218678 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 231079981 | TotalRevenueColumn |
| Related Or Exempt Function Income | 160049249 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3588 | UnrelatedBusinessRevenue |
| Exclusion | $3,756,031 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4464193 | Total |
| Program Services | 445606 | ProgramServices |
| Management And General | 4018587 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80595983 | Total |
| Program Services | 67585995 | ProgramServices |
| Management And General | 11841782 | ManagementAndGeneral |
| Fundraising | 1168206 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6387713 | Total |
| Program Services | 5811292 | ProgramServices |
| Management And General | 475444 | ManagementAndGeneral |
| Fundraising | 100977 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14460966 | Total |
| Program Services | 12823631 | ProgramServices |
| Management And General | 1411728 | ManagementAndGeneral |
| Fundraising | 225607 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6026440 | Total |
| Program Services | 5070120 | ProgramServices |
| Management And General | 868684 | ManagementAndGeneral |
| Fundraising | 87636 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1274979 | Total |
| Program Services | 743755 | ProgramServices |
| Management And General | 530713 | ManagementAndGeneral |
| Fundraising | 511 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 343044 | Total |
| Program Services | 70000 | ProgramServices |
| Management And General | 273044 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56165 | Total |
| Management And General | 56165 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200000 | Total |
| Management And General | 200000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5123310 | Total |
| Program Services | 2837244 | ProgramServices |
| Management And General | 2038293 | ManagementAndGeneral |
| Fundraising | 247773 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 696848 | Total |
| Program Services | 639774 | ProgramServices |
| Management And General | 57074 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2163817 | Total |
| Program Services | 1725776 | ProgramServices |
| Management And General | 343496 | ManagementAndGeneral |
| Fundraising | 94545 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3060618 | Total |
| Program Services | 2520973 | ProgramServices |
| Management And General | 497323 | ManagementAndGeneral |
| Fundraising | 42322 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95642 | Total |
| Program Services | 85642 | ProgramServices |
| Management And General | 10000 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10795207 | Total |
| Program Services | 9471700 | ProgramServices |
| Management And General | 1291266 | ManagementAndGeneral |
| Fundraising | 32241 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4264883 | Total |
| Program Services | 3421932 | ProgramServices |
| Management And General | 579434 | ManagementAndGeneral |
| Fundraising | 263517 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406379 | Total |
| Program Services | 332801 | ProgramServices |
| Management And General | 69534 | ManagementAndGeneral |
| Fundraising | 4044 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3361259 | Total |
| Program Services | 3342313 | ProgramServices |
| Management And General | 18946 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19335692 | Total |
| Program Services | 17485490 | ProgramServices |
| Management And General | 1770315 | ManagementAndGeneral |
| Fundraising | 79887 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1347178 | Total |
| Program Services | 1226634 | ProgramServices |
| Management And General | 115339 | ManagementAndGeneral |
| Fundraising | 5205 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER SERVICES | 1327369 | 1144375 | 179109 | 3885 |
| STIPENDS | 518010 | 517610 | 400 | |
| SUPPLIES | 31580509 | 30140328 | 1401979 | 38202 |
| EQUIPMENT RENTAL | 274664 | 208594 | 58615 | 7455 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4791318 | Total |
| Program Services | 4728459 | ProgramServices |
| Management And General | 61919 | ManagementAndGeneral |
| Fundraising | 940 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202952186 | Total |
| Program Services | 172380044 | ProgramServices |
| Management And General | 28169189 | ManagementAndGeneral |
| Fundraising | 2402953 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | X | InfoInScheduleOPartX |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25000 | BOY |
| EOY | 25000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112670128 | BOY |
| EOY | 127411597 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7585709 | BOY |
| EOY | 7608605 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15116879 | BOY |
| EOY | 16269357 | 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 | 1400000 | BOY |
| EOY | 1400000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1781697 | BOY |
| EOY | 2113025 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2944913 | BOY |
| EOY | 3745110 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 446277712 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 200693511 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216643844 | BOY |
| EOY | 245584201 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43862800 | BOY |
| EOY | 50547308 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36978265 | BOY |
| EOY | 40207968 | 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 | 6412541 | BOY |
| EOY | 32126107 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 445421776 | BOY |
| EOY | 527038278 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25314041 | BOY |
| EOY | 35361286 | 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 | 6367013 | BOY |
| EOY | 8529837 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77905017 | BOY |
| EOY | 109371484 | 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 | 5262000 | 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 | 18456318 | BOY |
| EOY | 17493153 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128042389 | BOY |
| EOY | 176017760 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 277744544 | BOY |
| EOY | 310202312 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31242332 | BOY |
| EOY | 32170686 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8392511 | BOY |
| EOY | 8647520 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317379387 | BOY |
| EOY | 351020518 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 445421776 | BOY |
| EOY | 527038278 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 28127795 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 7481727 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -1968391 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | true | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 66396577 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 69040663 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 73823292 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41644804 | CurrentTaxYearMinus1Year |
| Current Tax Year | 67271113 | CurrentTaxYear |
| Total | 318176449 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 66396577 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 69040663 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 73823292 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41644804 | CurrentTaxYearMinus1Year |
| Current Tax Year | 67271113 | CurrentTaxYear |
| Total | 318176449 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 318176449 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4253688 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3370975 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2954194 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2311932 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2888204 | CurrentTaxYear |
| Total | 15778993 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21308 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48973 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33525 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3588 | CurrentTaxYear |
| Total | 107394 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 334062836 | TotalSupport |
| Gross Receipts From Admissions Etc | 622923873 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.95244 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.94740 | 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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $38,698 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Total Lobbying Expenditures IIB | 38698 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITY BY NON-ELECTING 501(C)(3) ORGANIZATION | Identifier |
| Return Reference | PART II-B, LINE 1G | ReturnReference |
| Explanation | ADVOCACY ACTIVITIES IN MAINE AND CONNECTICUT ARE UNDERTAKEN BY THE JACKSON LABORATORY. MAINE ACTIVITIES ARE UNDERTAKEN BY THE DIRECTOR, OFFICE OF GOVERNMENTAL RELATIONS AT THE JACKSON LABORATORY, AND CONNECTICUT ACTIVITIES ARE UNDERTAKEN BY THE VICE PRESIDENT OF EXTERNAL AFFAIRS. THE TOTAL LOBBYING EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2012 WAS $38,698, WHICH WAS AN ALLOCATION OF EMPLOYEE COMPENSATION FOR LOBBYING ACTIVITIES. THERE WERE NO OUTSIDE LOBBYING FIRMS OR GROUPS ENGAGED DURING THIS PERIOD. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 80841065 | BeginningOfYearBalance |
| Contributions | 1280959 | Contributions |
| Investment Earnings Or Losses | 9091700 | InvestmentEarningsOrLosses |
| Other Expenditures | 458448 | OtherExpenditures |
| End Of Year Balance | 90755276 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 87452850 | BeginningOfYearBalance |
| Contributions | 74725 | Contributions |
| Investment Earnings Or Losses | -5827854 | InvestmentEarningsOrLosses |
| Other Expenditures | 858656 | OtherExpenditures |
| End Of Year Balance | 80841065 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 74765000 | BeginningOfYearBalance |
| Contributions | 2345649 | Contributions |
| Investment Earnings Or Losses | 10790669 | InvestmentEarningsOrLosses |
| Other Expenditures | 448468 | OtherExpenditures |
| End Of Year Balance | 87452850 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58922000 | BeginningOfYearBalance |
| Contributions | 6051000 | Contributions |
| Investment Earnings Or Losses | 10277000 | InvestmentEarningsOrLosses |
| Other Expenditures | 485000 | OtherExpenditures |
| End Of Year Balance | 74765000 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 80042000 | BeginningOfYearBalance |
| Contributions | 76000 | Contributions |
| Investment Earnings Or Losses | -20682000 | InvestmentEarningsOrLosses |
| Other Expenditures | 514000 | OtherExpenditures |
| End Of Year Balance | 58922000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.60000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.09000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.31000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 5642031 | OtherCostOrOtherBasis |
| Book Value | 5642031 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 313744347 | OtherCostOrOtherBasis |
| Depreciation | 135618343 | Depreciation |
| Book Value | 178126004 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 97886772 | OtherCostOrOtherBasis |
| Depreciation | 65075168 | Depreciation |
| Book Value | 32811604 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 29004562 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 29004562 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 245584201 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| US EQUITY | 9426445 | F |
| INTERNATIONAL EQUITY | 14958370 | F |
| ALTERNATIVE | 15823153 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 40207968 | TotalOfBookValueSecurities |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CERTIFICATES OF DEPOSITS | 780754 |
| ACCOUNTS RECEIVABLE - OTHER | 1411645 |
| OTHER | 370466 |
| EMPLOYEE BENEFIT ASSETS | 3534024 |
| ACCRUED INTEREST RECEIVABLE | 135383 |
| Cash Held by Trustee | 25893835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 32126107 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RETIREMENT PLAN OBLIGATIONS | $8,496,564 |
| INTEREST RATE SWAP | $8,996,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 17493153 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 236467262 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 7481727 | NetUnrealizedGainsInvestments |
| Other Revenues | -1968391 | OtherRevenues |
| Revenue Not Rptd F990 | 5513336 | RevenueNotRptdF990 |
| Revenue Subtotal | 230953926 | RevenueSubtotal |
| Investment Expenses Not Included | 252133 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -126078 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 126055 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 231079981 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 202826131 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 126078 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 126078 | ExpensesNotRptdF990 |
| Expenses Subtotal | 202700053 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 252133 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 252133 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 202952186 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | PART V, LINE 4 | THE INVESTMENT AND SPENDING POLICIES FOR THE ENDOWMENT ASSETS HAVE BEEN ESTABLISHED TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR THE PROGRAMS SUPPORTED BY ENDOWMENT INCOME, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. IN ADDITION, WHEN CONSIDERING THE AMOUNT OF INCOME TO APPROPRIATE FROM BOARD-DESIGNATED ASSETS, THE TRUSTEES CONSIDER THE NEED TO MAINTAIN UNRESTRICTED ASSETS TO MEET LIQUIDITY COVENANTS RELATED TO OUTSTANDING BONDS. ACCORDINGLY, THE BOARD OF TRUSTEES HAS SET THE INVESTMENT ALLOCATION TO ACHIEVE A NOMINAL RATE OF RETURN THAT WILL AT LEAST COVER INFLATION AND THE SPEND RATE WITH A PRUDENT LEVEL OF RISK. THE INVESTMENT ALLOCATION FOR THE BOARD-DESIGNATED PORTION OF THE ENDOWMENT IS SET TO ACHIEVE GREATER STABILITY IN THE VALUE OF INVESTMENTS. THE BOARD ALLOCATED 4% OF THE THREE YEAR AVERAGE VALUE OF DONOR-DESIGNATED ENDOWMENT BALANCES TO SUPPORT THE DESIGNATED PROGRAMS. ALL EARNINGS ON DONOR ENDOWMENTS ESTABLISHED TO PROVIDE GENERAL SUPPORT FOR THE LABORATORY AS APPROVED BY THE BOARD OF TRUSTEES WERE RETAINED IN THE ENDOWMENT. THE BOARD OF TRUSTEES WISHES TO INCREASE THE AMOUNT OF ENDOWMENT SUPPORT AVAILABLE IN THE FUTURE. |
| LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740) | PART X, LINE 2 | THE LABORATORY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), AS AMENDED, AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO THE CODE. IN ACCORDANCE WITH GAAP, THE LABORATORY ASSESSES WHETHER THERE ARE UNCERTAIN TAX POSITIONS AND DETERMINED THERE WERE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. |
| OTHER REVENUE ON FINANCIAL STATEMENTS NOT ON RETURN | PART XI, LINE 4B | RECLASS OF FUNDRAISING EXPENSES (126,078) |
| OTHER EXPENSES INCLUDED IN FINANCIAL STATEMENT NOT ON RETURN | PART XII, LINE 2D | RECLASS OF FUNDRAISING EXPENSES 126,078 |
| OTHER LOSS ON FINANCIAL STATEMENTS NOT ON RETURN | PART XI, LINE 2D | UNREALIZED GAINS ON INTEREST RATE SWAPS 231,042 CHANGES IN ACTUARIAL ASSUMPTIONS 638,693 FAIR MARKET VALUE ADJUSTMENT ON LOANS 3,642,843 LOSS ON BOND REFUND (6,480,969) TOTAL (1,968,391) |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 1 | Program Services | RESEARCH | 105773 |
| Central America and the Caribbean | Investments | 19148490 | ||
| East Asia and the Pacific | Program Services | EDUCATION | 30295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 19284558 | SubtotalAmountSpent |
| Total Amount Spent | 19284558 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
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 |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | CHRISTINA RUSSELL | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 BURWELL AVENUE | AddressLine1 |
| City | HENDERSON | City |
| State | NC | State |
| ZIP Code | 27536 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FDN GRANT CONSULTING | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Amount Retained By Contractor | 28803 | AmountRetainedByContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 28803 | TotalRetainedByContractors |
| Licensed States | CA | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | PA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DISC DAY | NameOfEvent1 |
| Gross Receipts Event1 | 97645 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 94345 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 3300 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 79575 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DISC LUNCH | NameOfEvent2 |
| Gross Receipts Event2 | 61815 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 58227 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 3588 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 35127 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 19650 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 19650 | CharitableContribOtherEvents |
| Other Direct Expenses Other Events | 11376 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 179110 | GrossReceiptsTotal |
| Charitable Contributions Total | 172222 | CharitableContributionsTotal |
| Gross Revenue Total Events | 6888 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 126078 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 126078 | DirectExpenseSummaryEvents |
| Net Income Summary | -119190 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDISON T LIU MD | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | 716254 | 0 | 0 | 0 | 70053 | 0 | 98173 | 0 | 23943 | 0 | 908423 | 0 | 0 | 0 |
| CHARLES E HEWETT PHD | ||||||||||||||
| Executive VP & COO | 514721 | 0 | 29166 | 0 | 111922 | 0 | 227602 | 0 | 22607 | 0 | 906018 | 0 | 99500 | 0 |
| MICHAEL HYDE | ||||||||||||||
| VP EXT AFFAIRS & STRAT PSHIPS | 251111 | 0 | 20417 | 0 | 41811 | 0 | 25000 | 0 | 37513 | 0 | 375852 | 0 | 0 | 0 |
| LINDA A JENSEN MS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | 262171 | 0 | 35000 | 0 | 15010 | 0 | 25000 | 0 | 32280 | 0 | 369461 | 0 | 0 | 0 |
| KATHY L VANDEGRIFT | ||||||||||||||
| ASSOC GEN MGR JMS | 227734 | 0 | 33201 | 0 | 6231 | 0 | 21886 | 0 | 23286 | 0 | 312338 | 0 | 0 | 0 |
| LEAH RAE B DONAHUE PHD | ||||||||||||||
| DIR GENETIC RESOURCE SCIENCE | 182427 | 0 | 17500 | 0 | 18378 | 0 | 18850 | 0 | 28502 | 0 | 265657 | 0 | 0 | 0 |
| AUROBINDO NAIR PHD | ||||||||||||||
| GM SCIENTIFIC RESEARCH SVCS | 262496 | 0 | 38117 | 0 | 12257 | 0 | 25000 | 0 | 30288 | 0 | 368158 | 0 | 0 | 0 |
| ROBERT BRAUN PHD | ||||||||||||||
| VP RESEARCH | 302118 | 0 | 5833 | 0 | 26580 | 0 | 25000 | 0 | 11110 | 0 | 370641 | 0 | 0 | 0 |
| MICHAEL WATERS | ||||||||||||||
| SR DIR OPPORTUNITY DVLPMT | 170373 | 0 | 33550 | 0 | 8192 | 0 | 19315 | 0 | 30178 | 0 | 261608 | 0 | 0 | 0 |
| LINDA WATERMAN DVM | ||||||||||||||
| SR DIR LAB ANIMAL HEALTH | 191434 | 0 | 38000 | 0 | 6809 | 0 | 16722 | 0 | 9041 | 0 | 262006 | 0 | 0 | 0 |
| JANAN T EPPIG PHD | ||||||||||||||
| PROFESSOR | 226593 | 0 | 0 | 0 | 0 | 0 | 22744 | 0 | 18746 | 0 | 268083 | 0 | 0 | 0 |
| GARY A CHURCHILL PHD | ||||||||||||||
| PROFESSOR | 207274 | 0 | 0 | 0 | 3629 | 0 | 21223 | 0 | 29312 | 0 | 261438 | 0 | 0 | 0 |
| JOANNE RUH | ||||||||||||||
| CHIEF INFORMATION OFFICER | 268050 | 0 | 47000 | 0 | 5984 | 0 | 24468 | 0 | 1236 | 0 | 346738 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| BENEFITS | PART I, LINE 1A | TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE JACKSON LABORATORY GROSSES UP THE AMOUNT ADDED TO WAGES FOR IMPUTED INSURANCE PREMIUMS FOR THE SENIOR MANAGEMENT GROUP TO COVER TAXES. THE LABORATORY ALSO GROSSES UP WAGES TO COVER THE TAX IMPACT OF GIFT CARDS AND OTHER AWARDS OR PRIZES TO EMPLOYEES SO THAT THE RECIPIENTS RECEIVE THE FULL VALUE OF THE GIFT OR AWARD. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | PART I, LINE 4B | THE LABORATORY MAINTAINS A DEFERRED COMPENSATION PLAN UNDER SECTION 457(F). THE PRESIDENT/CEO AND EXECUTIVE VICE PRESIDENT/COO PARTICIPATE IN A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN THAT PROVIDES FOR A PORTION OF THEIR COMPENSATION TO BE DEFERRED UNDER A SECTION 457 (F) PLAN. THE AMOUNT TAXABLE TO THE EXECUTIVE VICE PRESIDENT/COO UNDER THE PLAN DURING THE YEAR IS $86,710. |
| NON-FIXED PAYMENTS | PART I, LINE 7 | THE TOTAL COMPENSATION PACKAGE OF CERTAIN OFFICERS, KEY EMPLOYEES, AND OTHER EMPLOYEES INCLUDES VARIABLE COMPENSATION AWARDED BASED ON PERFORMANCE. |
| SEVERANCE PAYMENT | PART I, LINE 4A | THE JACKSON LABORATORY PAID SEVERANCE OF $20,790 TO THE CHIEF INFORMATION OFFICER DURING THE YEAR. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS | ||||||||
| A | 943130123 | 00037CLX6 | 2007-09-12 | 35075000 | FINANCE CONSTRUCTION & REFUND | true | false | false |
| FINANCE AUTHORITY OF MAINE | ||||||||
| B | 042456011 | 2012-08-31 | 42460000 | REFUND | false | false | false | |
| ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS | ||||||||
| C | 943130123 | 00037CTH3 | 2012-10-24 | 66355769 | FINANCE CONSTRUCTION & REFUND | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 1200000 | 33025000 | 35075000 | 0 | 1004292 | 0 | 456682 | 0 | 0 | 31597588 | 2016438 | 0 | 2009 | true | false | true | true |
| B | 0 | 0 | 42460000 | 0 | 0 | 42460000 | 0 | 0 | 0 | 0 | 0 | 0 | 2002 | true | false | true | true |
| C | 0 | 0 | 66355769 | 0 | 0 | 39067111 | 623401 | 0 | 0 | 26665257 | 0 | 0 | 2013 | false | true | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | true | true | true | true | 0.00386 | 0.00386 | false | false | false | false |
| B | false | false | false | false | true | true | 0.00072 | 0.00072 | false | false | false | false |
| C | false | false | true | true | true | true | 0.00907 | 0.00907 | false | false | false | false |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | true | false | false | false | 0 | false | false |
| 0 | ||||||||||
| B | false | false | false | true | true | false | false | 0 | false | false |
| 0 | ||||||||||
| C | false | true | false | false | false | false | false | 0 | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
| C | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, LINE 2(C) | Identifier |
| Return Reference | 0 | ReturnReference |
| Explanation | BOND ISSUE A - NO REBATE DUE, ARBITRAGE CALCULATION PERFORMED 9/11/12 BY AMTEC. BOND ISSUE B - NO REBATE DUE, ARBITRAGE CALCULATION PERFORMED 6/30/12 BY AMTEC. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MADELEINE BRAUN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | KEY EMPLOYEE-ROBERT BRAUN | Relationship |
| Amount Of Transaction | 140946 | AmountOfTransaction |
| Description Of Transaction | EMPLOYMENT - FAMILY MEMBER | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 161444 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | IN-KIND CONTRIBUTIONS | Description |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1642 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | THE MISSION OF THE LABORATORY IS TO DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE GLOBAL BIOMEDICAL COMMUNITY IN THE SHARED QUEST TO IMPROVE HUMAN HEALTH. TO ACCOMPLISH THIS MISSION THE LABORATORY 1) CONDUCTS BASIC BIOMEDICAL RESEARCH TO INCREASE THE KNOWLEDGE OF DEVELOPMENT, GROWTH, REPRODUCTION, PHYSIOLOGICAL, AND GENETICALLY DETERMINED AILMENTS THROUGH RESEARCH WITH GENETICALLY DEFINED EXPERIMENTAL ANIMALS; 2) CONDUCTS TRANSLATIONAL BIOMEDICAL RESEARCH TO IDENTIFY THE GENOMIC BASIS FOR HUMAN DISEASE, PROMOTE THE ESTABLISHMENT OF MORE PRECISE, TARGETED THERAPIES, AND OFFER CUTTING EDGE GENOMIC DIAGNOSTICS TO THE MEDICAL COMMUNITY; 3) TRAINS AND EDUCATES SCIENTISTS, PHYSICIANS, AND OTHER PROFESSIONALS IN THESE AREAS; AND 4) PROMOTES SCIENTIFIC DISCOVERY THROUGH THE PROVISION OF MOUSE MODELS OF HUMAN DISEASE AND THE PROVISION OF RESEARCH AND CLINICAL SERVICES TO THE GLOBAL SCIENTIFIC AND MEDICAL COMMUNITY. IN 2012, THE LABORATORY ESTABLISHED JAX GENOMIC MEDICINE IN FARMINGTON, CT TO ACCELERATE THE TRANSLATION OF DISCOVERIES MADE IN BASIC RESEARCH TO TREATMENTS FOR HUMAN DISEASE. |
| PROGRAM SERVICES | FORM 990, PART III, LINE 4A-4C | 4A. GENETIC RESOURCES THE JACKSON LABORATORY GENERATES AND MAINTAINS AN OPEN-SOURCE MOUSE GENOME DATABASE, THE WORLD'S LARGEST PUBLICALLY ACCESSIBLE INFORMATION SOURCE ABOUT THE LABORATORY MOUSE. IT IS AVAILABLE TO THE WORLDWIDE RESEARCH COMMUNITY, DRIVING DISCOVERY IN CANCER, DIABETES, OSTEOPOROSIS, ALZHEIMER'S DISEASE AND MANY OTHER AREAS CRITICAL TO HUMAN HEALTH. THIS DATABASE EXPERIENCES CLOSE TO 9 MILLION "HITS" PER WEEK. THE LABORATORY'S MOUSE REPOSITORY OFFERED A PORTFOLIO OF OVER 7,400 MOUSE LINES INCLUDING INBRED STRAINS, PANELS OF MICE FOR GENETIC MAPPING, MOLECULAR TOOL STRAINS, AND GENETICALLY ENGINEERED STRAINS. THESE INCLUDED A WIDE SELECTION OF STRAINS GENETICALLY ENGINEERED AS MOUSE MODELS OF HUMAN DISEASES, AMONG THEM CANCER, HEART DISEASE, ALZHEIMER'S DISEASE, ALS, DIABETES, PARKINSON'S DISEASE, SPINAL MUSCULAR ATROPHY, HUNTINGTON'S DISEASE AND VARIOUS AUTOIMMUNE DISEASES. THE JACKSON LABORATORY IS COLLABORATING WITH A COMPONENT OF THE NATIONAL CANCER INSTITUTE, THE UC DAVIS CANCER CENTER, AND OTHER CANCER CENTERS, TO IMPROVE THE SUCCESS RATE OF NEW CANCER DRUGS IN HUMAN CLINICAL TRIALS. UNDER THE COLLABORATION, A RANGE OF GENETICALLY ENGINEERED AND HUMAN TRANSPLANT MOUSE MODEL STUDIES WILL BE INTEGRATED WITH PATIENT TREATMENT CLINICAL TRIAL STUDIES UNDER A UNIFORM AND CONTROLLED TESTING MECHANISM. DATA RESULTING FROM THIS COMBINED APPROACH WILL HELP IDENTIFY MOLECULES (BIOMARKERS) THAT COULD PREDICT CONDITIONS UNDER WHICH CANDIDATE DRUGS WILL BE MOST EFFECTIVE. THE JACKSON LABORATORY HAS A NEW RARE AND ORPHAN DISEASE CENTER TO ADDRESS CONDITIONS THAT, WHILE INDIVIDUALLY RARE, COLLECTIVELY AFFECT ABOUT ONE IN 10 AMERICANS, ACCORDING TO THE NATIONAL ASSOCIATION FOR RARE DISORDERS. ABOUT 80 PERCENT OF RARE DISEASES ARE GENETIC IN ORIGIN, ABOUT HALF AFFECT CHILDREN, MANY ARE FATAL, AND VERY FEW HAVE CURES RARE CONDITIONS ARE OFTEN DESCRIBED AS "ORPHAN" BECAUSE THEY RECEIVE RELATIVELY LITTLE ATTENTION AND INVESTMENT FROM PHARMACEUTICAL COMPANIES. TREATMENTS FOR RARE DISEASES OFFER LOWER POTENTIAL FINANCIAL RETURN ON INVESTMENT COMPARED TO DRUGS FOR MORE COMMON, HIGH-VISIBILITY CONDITIONS SUCH AS CANCER AND DIABETES. TO ADDRESS THIS MAJOR HEALTH ISSUE, THE NONPROFIT JACKSON LABORATORY LAUNCHED THE NEW RARE AND ORPHAN DISEASE CENTER TO CONSOLIDATE ITS RESEARCH INTO THE GENETIC BASIS OF SOME OF THESE CONDITIONS AND TO APPLY ITS SPECIALIZED RESEARCH RESOURCES TO HELP SCIENTISTS AROUND THE WORLD IN THEIR SEARCH FOR NEW TREATMENTS FOR UNCOMMON CONDITIONS. 4B. RESEARCH JACKSON LABORATORY RESEARCHERS LED BY ASSOCIATE PROFESSOR ZHONG-WEI ZHANG, PH.D., PROVIDED DIRECT EVIDENCE THAT A SPECIFIC NEUROTRANSMITTER RECEPTOR IS VITAL TO THE PROCESS OF PRUNING SYNAPSES IN THE BRAINS OF NEWBORN MAMMALS. FAULTY PRUNING AT THIS EARLY DEVELOPMENTAL STAGE IS IMPLICATED IN AUTISM-SPECTRUM DISORDERS AND SCHIZOPHRENIA. JACKSON LABORATORY RESEARCHERS FOUND A GENE THAT CONTROLS MULTIPLE PROCESSES ESSENTIAL TO BUILDING A VIABLE MAMMALIAN EGG, MAKING IT A MASTER REGULATOR OF EGG DEVELOPMENT. THE RESEARCH TEAM, LED BY PROFESSOR JOHN EPPIG, PH.D., SHOWED THAT A GENE THEY NAMED MARF1 IN MICE DIRECTS KEY PROCESSES NEEDED TO PRODUCE EGGS CAPABLE OF BEING FERTILIZED AND DEVELOPING INTO HEALTHY BABIES. DEFECTS IN THE GENE RESULTED IN A CASCADE OF ABNORMALITIES, RESULTING IN DEFECTIVE EGG PRODUCTION AND FEMALE INFERTILITY. JACKSON LABORATORY RESEARCHERS DEMONSTRATED THAT A SINGLE, TARGETED X-RAY TREATMENT OF AN INDIVIDUAL EYE IN YOUNG, GLAUCOMA-PRONE MICE PROVIDED THAT EYE WITH APPARENTLY LIFE-LONG AND TYPICALLY COMPLETE PROTECTION FROM GLAUCOMA. IN RESEARCH PUBLISHED IN THE JOURNAL OF CLINICAL INVESTIGATION, GARETH HOWELL, PH.D., SIMON JOHN, PH.D., (PROFESSOR AND HOWARD HUGHES MEDICAL INVESTIGATOR) AND COLLEAGUES ALSO USED SOPHISTICATED GENOMICS METHODS TO UNCOVER SOME OF THE VERY FIRST PATHWAYS TO CHANGE DURING GLAUCOMA IN THESE MICE. THE FIRST PATHWAY THEY DETECTED TO CHANGE SUGGESTS A CRITICAL MECHANISM THAT COULD BE RESPONSIBLE FOR THE EARLIEST DAMAGE THAT GLAUCOMA INFLICTS ON THE OPTIC NERVE. A JACKSON LABORATORY RESEARCH TEAM LED BY PROFESSOR AND HOWARD HUGHES MEDICAL INVESTIGATOR SUSAN ACKERMAN, PH.D., DISCOVERED A DEFECT IN THE RNA SPLICING PROCESS IN NEURONS THAT MAY CONTRIBUTE TO NEUROLOGICAL DISEASE. THE RESEARCHERS FOUND THAT A MUTATION IN JUST ONE OF THE MANY COPIES OF A GENE KNOWN AS U2 SNRNAS, WHICH IS INVOLVED IN THE INTRICATE PROCESSING OF PROTEIN-ENCODING RNAS, CAUSES NEURODEGENERATION. MANY SO-CALLED NON-CODING RNAS-THOSE THAT DON'T DIRECTLY ENCODE PROTEINS-ARE FOUND IN MULTIPLE COPIES IN THE GENOME. FOR THE FIRST TIME, IT WAS SHOWN THAT A MUTATION IN ONE COPY CAN LEAD TO DISEASE. THE JACKSON LABORATORY CREATED A NEW INSTITUTE FOR GENOMICS-BASED PERSONALIZED MEDICINE IN CONNECTICUT. JAX GENOMIC MEDICINE, LOCATED ON THE CAMPUS OF THE UNIVERSITY OF CONNECTICUT HEALTH CENTER, WILL FOCUS ON MEDICAL APPLICATIONS OF GENOMICS AND PERSONALIZED MEDICINE WITH ACADEMIC AND CLINICAL PARTNERS IN CONNECTICUT AND AROUND THE WORLD. 4C. TRAINING THE JACKSON LABORATORY PROVIDED 20 COURSES, CONFERENCES, SEMINARS AND WORKSHOP EVENTS. THESE UNIQUE EDUCATIONAL OPPORTUNITIES ATTRACTED 595 PARTICIPANTS FROM THE NATIONAL AND INTERNATIONAL RESEARCH COMMUNITIES, AFFORDING THEM WITH OPPORTUNITIES TO TRADE INSIGHTS WITH 308 FACULTY MEMBERS. THE JACKSON LABORATORY HAS OFFERED SCHOOL-YEAR INTERNSHIPS TO HIGH SCHOOL STUDENTS FROM REGIONAL HIGH SCHOOLS SINCE 1993. THIS PROGRAM ATTRACTED EIGHT STUDENTS. A HANDS-ON PROGRAM FOR SCIENCE TEACHERS ATTRACTED FIVE PARTICIPANTS. THIS INNOVATIVE TEACHER SABBATICAL INTERNSHIP PROGRAM PROVIDES MATHEMATICS AND SCIENCE TEACHERS IN MAINE PUBLIC SECONDARY SCHOOLS HANDS-ON RESEARCH EXPERIENCE DURING A SEMESTER AT THE JACKSON LABORATORY. THE JACKSON LABORATORY'S HISTORIC SUMMER STUDENT PROFRAM HAD 39 TALENTED PARTICIPANTS. THE NATIONALLY RENOWNED PROGRAM PROVIDES HIGH SCHOOL AND COLLEGE STUDENTS WITH AN OPPORTUNITY TO CONDUCT INDEPENDENT RESEARCH UNDER THE GUIDANCE OF STAFF SCIENTISTS. MORE THAN 2,200 STUDENTS, INCLUDING THREE NOBEL LAUREATES, HAVE PARTICIPATED IN THE PROGRAM. MOST ALUMNI GO ON TO CAREERS IN MEDICINE OR RESEARCH. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, QUESTION 11A | THE AUDIT COMMITTEE OF THE JACKSON LABORATORY'S BOARD OF TRUSTEES REVIEWS A DRAFT COPY OF THE IRS FORM 990 BEFORE IT IS PROVIDED TO THE BOARD OF TRUSTEES. AFTER REVIEW, THE IRS FORM 990 IS FINALIZED AND FILED. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, QUESTION 12C | THE JACKSON LABORATORY PROVIDES ALL OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES WITH A CONFLICT OF INTEREST, CODE OF ETHICS AND DISCLOSURE FORMS AS WELL AS THE DISTRIBUTION OF ALL POLICIES REGARDING THE CONFLICT OF INTERESTS AND CODE OF ETHICS, THIS PROCESS IS DONE ANNUALLY. THE DISCLOSURE AND COMPLIANCE ATTESTATIONS ARE RETURNED TO THE OFFICE OF TRUSTEE RELATIONS, WHERE THEY ARE RECORDED AND TALLIED FOR COMPLETENESS. DISCLOSURES, AS WELL AS ANY FOLLOW UP QUESTIONS, ARE ROUTED THROUGH THE IN-HOUSE COUNSEL, AND IF NECESSARY THE AUDIT COMMITTEE. |
| COMPENSATION POLICY | FORM 990, PART VI, SECTION B, QUESTION 15B | THE COMPENSATION AND HUMAN RESOUCES COMMMITTEE OF THE BOARD OF TRUSTEES SETS COMPENSATION AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER, THE VICE PRESIDENT OF RESEARCH, THE VICE PRESIDENT OF EXTERNAL AFFAIRS AND STRATEGIC PARTNERSHIPS, THE CHIEF FINANCIAL OFFICER AND EQUIVALENT POSITIONS AS WELL AS ANY OTHER EMPLOYEES OF THE LABORATORY WHO WOULD BE CONSIDERED 'INSIDERS' OR 'DISQUALIFIED PERSONS' WITHIN THE MEANING OF THE INTERMEDIATE SANCTIONS RULES UNDER THE INTERNAL REVENUE CODE. MEMBERS OF THE COMMITTEEE ARE INDEPENDENT TRUSTEES SELECTED BY THE CHAIR OF THE BOARD OF TRUSTEES. THE COMMITTEE IS GUIDED BY MARKET DATA OF COMPENSATION PACKAGES FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. MARKET DATA IS PREPARED FOR THE COMMITTEE BY AN EXTERNAL EXECUTIVE COMPENSATION FIRM WHICH CONSIDERS COMPENSATION INFORMATION REPORTED IN FORM 990'S OF COMPARABLE ORGANIZATIONS AND THE RESULTS OF RECOGNIZED COMPENSATION SURVEYS. THE SENIOR DIRECTOR OF HUMAN RESOURCES IS AVAILABLE TO THE COMMITTEE TO PROVIDE ANY OTHER DATA NEEDED. THE CEO MEETS WITH THE COMMITTEE AT LEAST ANNUALLY TO PROVIDE THE COMMITTEE MEMBERS WITH ANNUAL PERFORMANCE REVIEWS OF HIS REPORTS. THE COMMITTEE'S REVIEW PROCESS AND RESULTS ARE DOCUMENTED IN MINUTES OF THE MEETINGS. |
| PUBLIC DISCLOSURE | FORM 990, PART VI, SECTION C, QUESTION 19 | THE ORGANIZATION'S FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG AND ON THE ORGANIZATION'S PUBLIC WEBSITE JAX.ORG. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 | UNREALIZED GAINS ON INTEREST RATE SWAPS 231,042 CHANGES IN ACTUARIAL ASSUMPTIONS 638,693 FAIR MARKET VALUE ADJUSTMENT ON LOANS 3,642,843 LOSS ON BOND REFUND (6,480,969) TOTAL (1,968,391) |
| SECURED MORTGAGES AND NOTES PAYABLE | FORM 990, PART X, LINE 23 | REPAYMENT TERMS THE CT INNOVATIONS LOANS WILL BE FORGIVEN IF AND WHEN THE LABORATORY MEETS AN EMPLOYMENT GOAL OF AT LEAST 300 EMPLOYEES LOCATED IN CONNECTICUT FOR A PERIOD OF SIX MONTHS, INCLUDING A MINIMUM OF 90 SENIOR SCIENTISTS. IN ADDITION, THE AVERAGE WAGE FOR SUCH EMPLOYEES MUST EXCEED A MINIMUM TARGET LEVEL. |
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