LA JOLLA INSTITUTE FOR IMMUNOLOGY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LA JOLLA INSTITUTE FOR IMMUNOLOGY (EIN 33-0328688)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201213189349300146
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-12T17:38:11-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 WEST BROADWAY SUITE 700 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921018590 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330328688 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA JOLLA INSTITUTE FOR ALLERGY & IMMUNOLOGY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAJO | NameControl |
| Phone | 8587526500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | 301510 | Name |
| Title | EVP/COO | Title |
| Phone | 8587526500 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANA J MCCUTCHEN | Name |
| PTIN | P00545657 | PTIN |
| Phone | 6192326500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHARLES CARPOWICH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 48476358 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LIAI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | BIOMEDICAL RESEARCH MAKING BREAKTHROUGH DISCOVERIES LEADING TO NEW TREATMENTS AND CURES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 386 | TotalNbrEmployees |
| Total Nbr Volunteers | 53 | TotalNbrVolunteers |
| Total Gross UBI | 164527 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 59769 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 38763253 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 43377978 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4264931 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3608126 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 102355 | InvestmentIncomePriorYear |
| Investment Income Current Year | 103116 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 501829 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1345748 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 43632368 | TotalRevenuePriorYear |
| Total Revenue Current Year | 48434968 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2500 | 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 | 24616497 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 24872839 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 242577 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21197504 | OtherExpensePriorYear |
| Other Expenses Current Year | 21441400 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 45816501 | TotalExpensesPriorYear |
| Total Expenses Current Year | 46314239 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2184133 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2120729 | RevenuesLessExpensesCY |
| Total Assets BOY | 30922104 | TotalAssetsBOY |
| Total Assets EOY | 27262976 | TotalAssetsEOY |
| Total Liabilities BOY | 14845708 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9065851 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16076396 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18197125 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AT THE LA JOLLA INSTITUTE, OUR PURPOSE IS MAKING DISCOVERIES TOWARD NEW TREATMENTS OR CURES TO END THE SUFFERING WROUGHT BY THE HOST OF DISEASES RELATED TO IMMUNE SYSTEM FUNCTION. THESE RANGE FROM DIABETES TO HEART DISEASE TO INFECTIOUS DISEASES TO CANCER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 40775677 | Expense |
| Revenue | 3608126 | Revenue |
| Description | LA JOLLA INSTITUTE IS A NONPROFIT BIOMEDICAL RESEARCH INSTITUTE RANKING AMONG THE TOP FIVE ORGANIZATIONS IN THE WORLD FOR RESEARCH IMPACT IN IMMUNOLOGY. SPECIFICALLY, OUR SCIENTISTS CARRY OUT RESEARCH FOCUSED ON THE PREVENTION OF DISEASE THROUGH THE DEVELOPMENT OF VACCINES AND THE TREATMENT AND CURE OF NUMEROUS DISEASES RELATED TO IMMUNE SYSTEM FUNCTION AND INFLAMMATION. IMMUNE SYSTEM DISORDERS AFFECT MILLIONS AND INCLUDE MANY OF SOCIETY'S MOST DEBILITATING ILLNESSES. OUR RESEARCH FOCUSES ON FIVE MAJOR AREAS: 1. AUTOIMMUNE DISEASES SUCH AS TYPE 1 DIABETES AND RHEUMATOID ARTHRITIS 2. CANCER AND STIMULATING ANTI-TUMOR RESPONSES 3. INFECTIOUS DISEASES SUCH AS TUBERCULOSIS, FLU AND DENGUE VIRUS 4. ALLERGY AND ASTHMA AND CONTROLLING HARMFUL IMMUNE REACTIONS 5. VASCULAR IMMUNOLOGY INCLUDING HEART DISEASE AND TYPE 2 DIABETES. RANKED AS ONE OF THE TOP ORGANIZATIONS IN THE WORLD FOR RESEARCH IMPACT IN IMMUNOLOGY, THE LA JOLLA INSTITUTE FOR ALLERGY & IMMUNOLOGY BRINGS TO BEAR A COMPREHENSIVE RESEARCH EFFORT TO UNDERSTAND THE DIVERSE ASPECTS OF IMMUNE-MEDIATED DISEASES AND TO ADVANCE PROGRESS TOWARD THEIR PREVENTION, TREATMENT AND CURE. IMMUNE SYSTEM DISORDERS AFFECT MILLIONS AND INCLUDE MANY OF SOCIETY'S MOST DEBILITATING ILLNESSES. THESE RANGE FROM CHRONIC, SEVERE AUTOIMMUNE DISORDERS SUCH AS RHEUMATOID ARTHRITIS, TYPE 1 DIABETES, MULTIPLE SCLEROSIS AND CROHN'S DISEASE TO IMMUNE SYSTEM MALFUNCTIONS UNDERLYING HEART DISEASE AND CANCER, THE NATION'S NO. 1 AND NO. 2 KILLERS RESPECTIVELY. ITS RESEARCHERS ALSO EXPLORE HOW THE IMMUNE SYSTEM RESPONDS TO INFECTIOUS DISEASES AND IS USING THIS KNOWLEDGE TO ADVANCE THE DEVELOPMENT OF NEW VACCINES. A NONPROFIT, THE INSTITUTE WAS FOUNDED IN 1988 AND IS HOME TO 22 INDEPENDENT LABORATORIES, EACH OPERATED BY A LEADING SCIENTIST WHO OVERSEES EFFORTS TO UNLOCK THE MYSTERIES OF IMMUNE SYSTEM FUNCTIONING. SUPPORTING THESE EFFORTS ARE THE INSTITUTE'S MORE THAN 300 EMPLOYEES - ABOUT HALF OF WHOM HOLD DOCTORAL DEGREES (PH.D. OR M.D.) FROM NUMEROUS COUNTRIES AROUND THE WORLD. ALTHOUGH RELATIVELY YOUNG, THE INSTITUTE HAS ACCOMPLISHED MUCH IN ITS SHORT HISTORY, AND WAS RECENTLY RANKED AMONG THE TOP FIVE ORGANIZATIONS FOR RESEARCH IMPACT IN IMMUNOLOGY WORLDWIDE (AS MEASURED BY CITATIONS PER PUBLICATION) BY THE RATING AGENCY THOMSON REUTERS. IN ADDITION, THREE OF ITS SCIENTISTS ARE AMONG THE MOST HIGHLY CITED IMMUNOLOGISTS IN THE WORLD -- A DISTINCTION HELD BY LESS THAN ONE HALF OF ONE PERCENT OF ALL PUBLISHING SCIENTIFIC AUTHORS. SEVERAL OF ITS FACULTY MEMBERS ALSO SERVE ON NATIONAL INSTITUTES OF HEALTH (NIH) GRANT REVIEW PANELS, WHICH ARE APPOINTMENTS THAT SIGNAL A HIGH DEGREE OF RESPECT FROM PEERS. ITS SCIENTISTS ALSO REGULARLY PUBLISH RESEARCH PAPERS DESCRIBING THEIR LATEST FINDINGS, MANY OF THESE APPEARING IN THE WORLD'S MOST PRESTIGIOUS SCIENTIFIC JOURNALS.THE INSTITUTE RECEIVES THE MAJORITY OF ITS FUNDING THROUGH COMPETITIVE RESEARCH GRANTS FROM THE NIH AND IS GROWING ITS PHILANTHROPIC OPPORTUNITIES TO FULFILL PRIORITY NEEDS. THIS INCLUDES FUNDING FOR NEW AREAS OF RESEARCH, CUTTING-EDGE TECHNOLOGIES AND CONTINUING RECRUITMENT OF THE VERY BEST SCIENTISTS.IT IS GUIDED BY A BOARD OF DIRECTORS COMPOSED OF RESPECTED BUSINESS EXECUTIVES, SCIENTISTS AND OTHER COMMUNITY LEADERS WHO DONATE THEIR TIME TO OVERSEE THE INSTITUTE'S ACTIVITIES. A SCIENTIFIC ADVISORY BOARD OF DISTINGUISHED OUTSIDE SPECIALISTS CONDUCTS ANNUAL EVALUATIONS OF SCIENTIFIC PROGRESS AND REVIEWS FUTURE RESEARCH OBJECTIVES.LA JOLLA INSTITUTE RESEARCHERS CONTINUED TO MAKE IMPRESSIVE RESEARCH ADVANCEMENTS IN 2011, WITH 138 RESEARCH PAPERS PUBLISHED IN SCIENTIFIC JOURNALS, INCLUDING 35 PAPERS (NEARLY 25 PERCENT) THAT WERE PUBLISHED IN HIGH-IMPACT JOURNALS. THIS INCLUDED SEVEN PAPERS IN THE NATURE PUBLISHING GROUP OF JOURNALS, WHICH ARE CONSIDERED AMONG THE MOST PRESTIGIOUS SCIENTIFIC JOURNALS IN THE WORLD. THE INSTITUTE'S MAJOR PUBLISHED FINDINGS IN 2011 ILLUSTRATE THE RANGE AND POWER OF IMMUNOLOGY RESEARCH AND ITS IMPACT ON A BROAD GROUP OF HUMAN HEALTH ISSUES. THIS INCLUDED DR. MATTHIAS VON HERRATH'S CREATION OF THE WORLD'S FIRST MOVIES SHOWING THE CELLULAR PROGRESSION OF TYPE 1 DIABETES IN REAL-TIME IN MOUSE MODELS, PUBLISHED IN THE JOURNAL OF CLINICAL INVESTIGATION. THE VIDEOS REPRESENTED AN EXTRAORDINARY TECHNICAL FEAT AND PROVIDED SURPRISING INFORMATION ABOUT THE SEARCH AND DESTROY MISSION OF T CELLS, WHICH KILL INSULIN-PRODUCING BETA CELLS IN THE PANCREAS, LEADING TO TYPE 1 DIABETES. THESE NEW INSIGHTS COULD PROFOUNDLY AFFECT FUTURE DIRECTIONS IN TYPE 1 DIABETES RESEARCH. AMONG THE INSTITUTE'S OTHER MAJOR FINDINGS IN 2011 WERE: DR. AMNON ALTMAN'S FINDING, PUBLISHED IN NATURE IMMUNOLOGY, IDENTIFYING A KEY MOLECULAR INTERACTION REQUIRED FOR T CELL ACTIVATION, WHICH COULD PROVIDE A THERAPEUTIC TARGET FOR TREATING AUTOIMMUNITY; DR. MICHAEL CROFT'S DISCOVERY OF A NEW WAY TO BLOCK AIRWAY REMODELING, PUBLISHED IN NATURE MEDICINE, WHICH COULD LEAD TO NEW THERAPIES FOR PEOPLE WITH SEVERE ASTHMA AND CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD); DR. HILDE CHEROUTRE'S FINDING ON THE GENERATION OF IMMUNE MEMORY AT THE BODY'S MUCOSAL BORDERS, PUBLISHED IN NATURE IMMUNOLOGY, A MAJOR DISCOVERY WITH IMPLICATIONS FOR CREATING VACCINES AGAINST AIDS AND OTHER INFECTIONS, AND DR. TOSHIAKI KAWAKAMI'S DISCOVERY, PUBLISHED IN THE JOURNAL OF CLINICAL INVESTIGATION, THAT IDENTIFIED TWO NOVEL THERAPEUTIC TARGETS FOR BLOCKING CELLULAR INTERACTIONS LONG KNOWN TO BE CENTRAL PLAYERS IN ALLERGIES. IN ADDITION, FIVE INSTITUTE DISCOVERIES, UNDERLYING A NUMBER OF POTENTIAL THERAPIES, ADVANCED IN THE PHARMACEUTICAL PIPELINE IN 2011, THREE OF THEM IN CLINICAL TRIALS. THESE INCLUDE A TRIAL ON A NEW THERAPY FOR INFLAMMATORY BOWEL DISEASE (CROHN'S AND COLITIS) AND ANOTHER TRIAL ON SICKLE CELL DISEASE, A DEVASTATING ILLNESS THAT AFFECTS 100,000 AMERICANS AND SEVERAL MILLION PEOPLE WORLDWIDE. AMONG THE OTHER MAJOR HIGHLIGHTS IN 2011, THE INSTITUTE: - JOINED A PRESTIGIOUS STEM CELL RESEARCH CONSORTIUM -- THE INSTITUTE BECAME THE FIFTH ORGANIZATION IN THE SANFORD CONSORTIUM FOR REGENERATIVE MEDICINE IN 2011, JOINING COLLEAGUES FROM THE SALK INSTITUTE, THE SCRIPPS RESEARCH INSTITUTE, UC SAN DIEGO AND THE SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE IN THE FIRST-OF-ITS-KIND STEM CELL RESEARCH COLLABORATION. OPENED IN NOVEMBER, THE CONSORTIUM MARSHALS THE INTELLECTUAL RESOURCES OF THE FIVE ORGANIZATIONS-ALL WORLD-LEADERS IN LIFE SCIENCES-TOWARD IMPROVING HUMAN HEALTH THROUGH STEM CELL RESEARCH.- MAINTAINED LEADERSHIP OF AN INNOVATIVE WORLDWIDE RESEARCH TOOL - THE INSTITUTE RECEIVED A SEVEN-YEAR, $22 MILLION NIH CONTRACT RENEWAL TO CONTINUE ITS STEWARDSHIP OF THE IMMUNE EPITOPE DATABASE (IEDB). THE IEDB IS THE WORLD'S LARGEST COLLECTION OF SCIENTIFIC DATA ON HOW THE IMMUNE SYSTEM RESPONDS TO A WIDE RANGE OF DISEASES. IT CONTAINS THOUSANDS OF PIECES OF INFORMATION CRITICAL TO RESEARCHERS ATTEMPTING TO DESIGN NEW VACCINES OR TREATMENTS FOR AUTOIMMUNE DISORDERS.- OPENED RNA INTERFERENCE (RNAI) GENOMICS RESEARCH CENTER -- THE INSTITUTE OPENED A DEDICATED RNAI CENTER IN 2011, ONE OF THE FEW SUCH CENTERS IN THE WORLD. RNAI IS A NOBEL PRIZE-WINNING TECHNOLOGY THAT ENABLES RESEARCHERS TO TURN OFF INDIVIDUAL GENES TO DETERMINE HOW THEY FIT INTO DISEASE PROCESSES. THE INSTITUTE'S CENTER WAS FINANCED BY A $12.6 MILLION NIH GRANT AND FEATURES THE LATEST IN HIGH-SPEED RNAI SEQUENCING TECHNOLOGIES, WHICH ENABLE SCIENTISTS TO RAPIDLY SIFT THROUGH THOUSANDS OF GENES. - CELEBRATED ITS FIFTH ANNIVERSARY IN THE UNIVERSITY OF CALIFORNIA, SAN DIEGO (UCSD) SCIENCE RESEARCH PARK - LEADERS FROM THE LA JOLLA INSTITUTE AND UCSD GATHERED ON JULY 1ST, 2011 TO CELEBRATE FIVE YEARS OF EXCITING GROWTH AND NEW COLLABORATIONS IN THE ONGOING BATTLE AGAINST DISEASE. WHILE MAINTAINING ITS INDEPENDENCE AS A SEPARATE PRIVATE ENTITY, THE INSTITUTE MOVED INTO A NEWLY CONSTRUCTED STATE-OF-THE ART RESEARCH FACILITY IN THE UNIVERSITY'S SCIENCE RESEARCH PARK IN 2006. THE NEW FACILITY ALLOWED FOR MORE SPACE AND ENHANCED SCIENTIFIC DESIGN ALONG WITH SPURRING MORE COLLABORATION AND JOINT PROJECTS BETWEEN RESEARCHERS FROM UCSD AND THE LA JOLLA INSTITUTE. IN ADDITION TO THEIR RESEARCH ACTIVITIES IN 2011, INSTITUTE SCIENTISTS ALSO LECTURED AT MEDICAL RESEARCH SEMINARS THROUGHOUT THE WORLD AND ORGANIZED NUMEROUS SCIENTIFIC CONFERENCES. WHILE IT IS DIFFICULT TO DETERMINE THE NUMBER OF PERSONS BENEFITED BECAUSE OF THE BROAD APPLICABILITY OF THE LA JOLLA INSTITUTE'S FINDINGS AND ACCOMPLISHMENTS, THE INSTITUTE ESTIMATES THAT THOUSANDS OF RESEARCH AND CLINICAL SCIENTISTS ATTENDED THE ABOVE MENTIONED CONFERENCES, READ THE INSTITUTE'S PUBLICATIONS, AND/OR DIRECTLY COLLABORATED WITH OUR SCIENTISTS, AND AS A RESULT, NOW INCORPORATE PORTIONS OF OUR RESEARCH INTO THEIR WORK. | Description |
| Total Program Service Expense | 40775677 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 126 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 386 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES CARPOWICH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8587526500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 920371387 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 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 |
|---|---|---|---|---|---|---|---|---|
| MITCHELL KRONENBERG PHD | ||||||||
| PRESIDENT/CSO | 40.00 | X | X | 397469 | 0 | 47911 | ||
| SAMUEL STROBER MD | ||||||||
| DIRECTOR | 2.00 | X | 6000 | 0 | 0 | |||
| MARK FISCHER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD KORNFELD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MICHAEL MARTIN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| TOSHIFUMI MIKAYAMA PHD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DAVID DOMINGUEZ | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT DYNES PHD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| LEROY HOOD MD PHD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JOHN MAJOR | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| RHONDA RHYNE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM ROHN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DAVID WEBB PHD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| CHARLES CARPOWICH | ||||||||
| EVP/COO/CFO | 40.00 | X | 308605 | 0 | 55276 | |||
| AMNON ALTMAN | ||||||||
| DIR, SCIENTIFIC AFFAIRS | 40.00 | 295016 | 0 | 50449 | X | |||
| STEPHEN WILSON | ||||||||
| VP CHIEF TECH. OFFICER | 40.00 | 198422 | 0 | 50267 | X | |||
| MARYANN STEWART | ||||||||
| VP CHIEF DEV. OFFICER | 40.00 | 162676 | 0 | 29147 | X | |||
| ANJANA RAO | ||||||||
| DIVISION HEAD/PROFESSOR | 40.00 | 276841 | 0 | 28604 | X | |||
| ALESSANDRO SETTE | ||||||||
| CENTER HEAD/PROFESSOR | 40.00 | 300166 | 0 | 47839 | X | |||
| STEPHEN SCHOENBERGER | ||||||||
| PROFESSOR | 40.00 | 244331 | 0 | 49454 | X | |||
| KLAUS LEY | ||||||||
| DIVISION HEAD/PROFESSOR | 40.00 | 289057 | 0 | 50430 | X | |||
| JOEL LINDEN | ||||||||
| PROFESSOR | 40.00 | 270283 | 0 | 44729 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2748866 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 454106 | TotalOtherCompensation |
| Number Individuals GT100 K | 38 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PILLSBURY WINTHROP SHAW PITTMAN LLP | |||||
| POBOX 60000 | SAN FRANCISCO | CA | 941602391 | PATENT SERVICES | 391744 |
| SOL PACIFIC LLC | |||||
| 6336 GREENWICH DR SUITE B | SAN DIEGO | CA | 92122 | JANITORIAL SERVICES | 135253 |
| 2COR PARTNERS INC | |||||
| PO BOX 675768 | RANCHO SANTA FE | CA | 92067 | DEVELOPMENT CONSULTING SERVICES | 104416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Federated Campaigns | 122506 | FederatedCampaigns |
| Fundraising Events | 44500 | FundraisingEvents |
| Government Grants | 33901084 | GovernmentGrants |
| All Other Contributions | 9309888 | AllOtherContributions |
| Total Contributions | 43377978 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONSORTIUM REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 3608126 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3608126 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3608126 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 103116 | TotalRevenueColumn |
| Exclusion | $103,116 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1102392 | TotalRevenueColumn |
| Exclusion | $1,102,392 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 44500 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 41390 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -41390 | TotalRevenueColumn |
| Exclusion | -$41,390 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| TECHNICAL SERVICES | 541900 | 124424 | 124424 | |
| OTHER INCOME | 900099 | 120219 | $120,219 | |
| BUILDING MANAGEMENT | 561700 | 40103 | 40103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 284746 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48434968 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3608126 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 164527 | UnrelatedBusinessRevenue |
| Exclusion | $1,284,337 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1601236 | Total |
| Program Services | 1384151 | ProgramServices |
| Management And General | 188312 | ManagementAndGeneral |
| Fundraising | 28773 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228854 | Total |
| Program Services | 228854 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17575910 | Total |
| Program Services | 14952781 | ProgramServices |
| Management And General | 2549777 | ManagementAndGeneral |
| Fundraising | 73352 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1690573 | Total |
| Program Services | 1497683 | ProgramServices |
| Management And General | 182865 | ManagementAndGeneral |
| Fundraising | 10025 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2496930 | Total |
| Program Services | 2048251 | ProgramServices |
| Management And General | 443679 | ManagementAndGeneral |
| Fundraising | 5000 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1279336 | Total |
| Program Services | 1141382 | ProgramServices |
| Management And General | 127934 | ManagementAndGeneral |
| Fundraising | 10020 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180197 | Total |
| Program Services | 78318 | ProgramServices |
| Management And General | 101879 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182715 | Total |
| Management And General | 182715 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3720 | Total |
| Management And General | 3720 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228299 | Total |
| Program Services | 80059 | ProgramServices |
| Management And General | 148240 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350204 | Total |
| Program Services | 62532 | ProgramServices |
| Management And General | 217226 | ManagementAndGeneral |
| Fundraising | 70446 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197365 | Total |
| Program Services | 159160 | ProgramServices |
| Management And General | 37153 | ManagementAndGeneral |
| Fundraising | 1052 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 527202 | Total |
| Program Services | 285914 | ProgramServices |
| Management And General | 239168 | ManagementAndGeneral |
| Fundraising | 2120 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4845281 | Total |
| Program Services | 4422276 | ProgramServices |
| Management And General | 403127 | ManagementAndGeneral |
| Fundraising | 19878 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316430 | Total |
| Program Services | 286045 | ProgramServices |
| Management And General | 26930 | ManagementAndGeneral |
| Fundraising | 3455 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87602 | Total |
| Program Services | 73362 | ProgramServices |
| Management And General | 12027 | ManagementAndGeneral |
| Fundraising | 2213 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1705284 | Total |
| Program Services | 1563404 | ProgramServices |
| Management And General | 141880 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158022 | Total |
| Program Services | 143041 | ProgramServices |
| Management And General | 14981 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LAB SUPPLIES | 7858461 | 7845456 | 13005 | 0 |
| CONSORTIUM | 3543270 | 3543270 | 0 | 0 |
| MINOR EQUIPMENT | 382140 | 350382 | 31758 | 0 |
| PAGECOSTS/MANUSCRIPT HA | 65124 | 65124 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 810084 | Total |
| Program Services | 564232 | ProgramServices |
| Management And General | 229609 | ManagementAndGeneral |
| Fundraising | 16243 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46314239 | Total |
| Program Services | 40775677 | ProgramServices |
| Management And General | 5295985 | ManagementAndGeneral |
| Fundraising | 242577 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2568 | BOY |
| EOY | 2568 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14381604 | BOY |
| EOY | 10789915 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7231938 | BOY |
| EOY | 6254903 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 343749 | BOY |
| EOY | 293750 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149404 | BOY |
| EOY | 120647 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1051097 | BOY |
| EOY | 401515 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18924492 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9524814 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7761744 | BOY |
| EOY | 9399678 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30922104 | BOY |
| EOY | 27262976 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8298700 | BOY |
| EOY | 8329223 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6547008 | BOY |
| EOY | 736628 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14845708 | BOY |
| EOY | 9065851 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15614175 | BOY |
| EOY | 17945093 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 462221 | BOY |
| EOY | 252032 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16076396 | BOY |
| EOY | 18197125 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30922104 | BOY |
| EOY | 27262976 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2120729 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Org170b1 Aiii | X | MedicalResearchOrg170b1Aiii |
Hospital Name And Address HospitalNameAndAddress
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCSD MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | SAN DIEGO | City |
| State | CA | State |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $3,720 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 3720 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | LA JOLLA INSTITUTE FOR ALLERGY AND IMMUNOLOGY IS A MEMBER OF THE ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES AND RESEARCH! AMERICA. THESE ORGANIZATIONS DESIGNATE A PORTION OF THE THE DUES THEY RECEIVE FOR LOBBYING ACTIVITIES. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5844347 | OtherCostOrOtherBasis |
| Depreciation | 1362337 | Depreciation |
| Book Value | 4482010 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12346408 | OtherCostOrOtherBasis |
| Depreciation | 7592549 | Depreciation |
| Book Value | 4753859 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 733737 | OtherCostOrOtherBasis |
| Depreciation | 569928 | Depreciation |
| Book Value | 163809 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9399678 | TotalOfBookValueLandBuildings |
| Total Revenue | 48434968 | TotalRevenue |
| Total Expenses | 46314239 | TotalExpenses |
| Excess Or Deficit For Year | 2120729 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 2120729 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 48270440 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 48270440 | RevenueSubtotal |
| Other Revenues Not Included | 164528 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 164528 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 48434968 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 46149711 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 46149711 | ExpensesSubtotal |
| Other Expenses Not Included | 164528 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 164528 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 46314239 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES NETTED AGAINST REVENUE ON AUDITED FINANCIAL STATEMENTS 164,528. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES NETTED AGAINST REVENUE ON AUDITED FINANCIAL STATEMENTS 164,528. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBCONTRACTS | 60076 |
| MIDDLE EAST AND NORTH AFRICA | SUBCONTRACTS | 100294 |
| SOUTH AMERICA | SUBCONTRACTS | 46243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 206613 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 206613 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUTUMN SUNSET EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 44500 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 44500 | CharitableContributionsEvent1 |
| Food And Beverage Event1 | 3044 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 38346 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 44500 | GrossReceiptsTotal |
| Charitable Contributions Total | 44500 | CharitableContributionsTotal |
| Food And Beverage Total Events | 3044 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 38346 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 41390 | DirectExpenseSummaryEvents |
| Net Income Summary | -41390 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MITCHELL KRONENBERG PHD | |||||||||||||
| 376881 | 0 | 0 | 0 | 20588 | 0 | 36750 | 0 | 11161 | 0 | 445380 | 0 | 0 | 0 |
| CHARLES CARPOWICH | |||||||||||||
| 275247 | 0 | 3618 | 0 | 29740 | 0 | 36750 | 0 | 18526 | 0 | 363881 | 0 | 0 | 0 |
| AMNON ALTMAN | |||||||||||||
| 252567 | 0 | 0 | 0 | 42449 | 0 | 36750 | 0 | 13699 | 0 | 345465 | 0 | 0 | 0 |
| STEPHEN WILSON | |||||||||||||
| 197974 | 0 | 0 | 0 | 448 | 0 | 31750 | 0 | 18517 | 0 | 248689 | 0 | 0 | 0 |
| MARYANN STEWART | |||||||||||||
| 144234 | 0 | 0 | 0 | 18442 | 0 | 22005 | 0 | 7142 | 0 | 191823 | 0 | 0 | 0 |
| ANJANA RAO | |||||||||||||
| 252261 | 0 | 0 | 0 | 24580 | 0 | 20625 | 0 | 7979 | 0 | 305445 | 0 | 0 | 0 |
| ALESSANDRO SETTE | |||||||||||||
| 264398 | 0 | 0 | 0 | 35768 | 0 | 36750 | 0 | 11089 | 0 | 348005 | 0 | 0 | 0 |
| STEPHEN SCHOENBERGER | |||||||||||||
| 209004 | 0 | 34281 | 0 | 1046 | 0 | 32175 | 0 | 17279 | 0 | 293785 | 0 | 0 | 0 |
| KLAUS LEY | |||||||||||||
| 262705 | 0 | 25000 | 0 | 1352 | 0 | 36750 | 0 | 13680 | 0 | 339487 | 0 | 0 | 0 |
| JOEL LINDEN | |||||||||||||
| 250020 | 0 | 0 | 0 | 20263 | 0 | 36750 | 0 | 7979 | 0 | 315012 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|
| SEE PART V | |||||
| X | $250,000 | 141667 | 0 | 1 | 1 |
| SEE PART V | |||||
| X | $250,000 | 152083 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 293750 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART V | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: | (A) NAME OF PERSON: STEPHEN SCHOENBERGER(B) PURPOSE OF LOAN: HOUSING LOAN(C) ORIGINAL PRINCIPAL AMOUNT: $250,000(D) BALANCE DUE: $141,667(A) NAME OF PERSON: KLAUS LEY(B) PURPOSE OF LOAN: HOUSING LOAN(C) ORIGINAL PRINCIPAL AMOUNT: $250,000(D) BALANCE DUE: $152,083 |
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: HILDE CHEROUTRE(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SPOUSE OF PRESIDENT AND CSO(C) AMOUNT OF TRANSACTION $228,854(D) DESCRIPTION OF TRANSACTION: FULL TIME EMPLOYEE(E) SHARING OF ORGANIZATION REVENUES? = NO(A) NAME OF PERSON: KYOWA HAKKO KIRIN CALIFORNIA INC. ("KKC")(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: AN OFFICER OF KKC IS A DIRECTOR OF THE INSTITUTE(C) AMOUNT OF TRANSACTION $6,113,364(D) DESCRIPTION OF TRANSACTION: RESEARCH FUNDING, FACILITY RENT, COST REIMBURSEMENTS(E) SHARING OF ORGANIZATION REVENUES? = NO |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | IN ACCORDANCE WITH WRITTEN INSTITUTE POLICY, A DRAFT OF FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENT APPROXIMATELY 30 DAYS PRIOR TO FILING. THIS PROVIDES AN OPPORTUNITY FOR MEMBERS OF THE BOARD TO ASK QUESTIONS AND OBTAIN ADDITIONAL INFORMATION. COMMENTS AND SUGGESTED CHANGES TO THE DRAFT ARE INCORPORATED INTO THE FINAL VERSION OF FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE INSTITUTE ADMINISTERS THREE SEPARATE CONFLICT OF INTEREST POLICIES APPLYING TO 1) THE BOARD OF DIRECTORS, 2) FACULTY AND SENIOR ADMINISTRATION, AND 3) AN INVESTIGATOR FINANCIAL CONFLICT OF INTEREST POLICY REQUIRED UNDER NATIONAL INSTITUTES OF HEALTH REGULATIONS. THE INSTITUTE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES THESE POLICIES IN ACCORDANCE WITH WRITTEN PROCEDURES, WHICH INCLUDE THE COMPLETION OF DISCLOSURE FORMS BY COVERED INDIVIDUALS, EVALUATION OF COMPLETED FORMS BY A DESIGNATED CONFLICT REVIEW OFFICER, AND AS NECESSARY, FURTHER EVALUATION AND DETERMINATION BY A DESIGNATED CONFLICT REVIEW COMMITTEE. IF A CONFLICT IS DETERMINED, A MANAGEMENT PLAN IS DESIGNED AND MONITORED FOR THE SPECIFIC SITUATION. SUCH PLAN MAY REQUIRE THE COVERED INDIVIDUAL TO ELIMINATE THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION DECISIONS FOR THE INSTITUTE'S CEO AND OTHER KEY EMPLOYEES ARE MADE ANNUALLY. ADJUSTMENTS, IF ANY, TYPICALLY TAKE EFFECT ON A JANUARY 1ST CYCLE. FOR THESE PURPOSES, THE INSTITUTE'S HUMAN RESOURCES DEPARTMENT OBTAINS RELEVANT MARKET COMPARABILITY DATA FOR EACH POSITION ON AN ANNUAL BASIS. THE INSTITUTE ALSO PERIODICALLY ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO PERFORM COMPENSATION STUDIES FOR KEY INDIVIDUALS AND TO EVALUATE THE INSTITUTE'S EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS FOR REASONABLENESS. IN ACCORDANCE WITH ITS CHARTER, THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND DISCUSSES THIS INFORMATION, AND THE PERFORMANCE OF THE INSTITUTE'S CEO AND KEY EMPLOYEES, AND FORMULATES RECOMMENDED COMPENSATION ACTIONS TO THE FULL BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS THESE RECOMMENDATIONS AND RELATED INFORMATION IN DECIDING COMPENSATION LEVELS FOR EACH POSITION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SUMMARIZED FINANCIAL DATA IS ALSO MADE AVAILABLE AS PART OF THE INSTITUTE'S ANNUAL REPORT, WHICH IS WIDELY DISTRIBUTED, AND CAN BE DOWNLOADED FROM THE INSTITUTE'S WEB SITE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIMUNE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330841007 | EIN |
| Primary Activities | RESEARCH | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I: | ReturnReference |
| Explanation | ALLIMUNE, LLC WAS LEGALLY DISSOLVED AND LIQUIDATED AS OF FEBRUARY 28, 2011. | Explanation |