THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY (EIN 23-6434390)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-18
- IRS object ID
- 201231799349300538
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-18T13:40:53-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236434390 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WISTAR INSTITUTE OF ANATOMY & BIOLOGY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WIST | NameControl |
| Phone | 2158989910 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 Spruce Street | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 191044265 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Larry Keinath | Name |
| Title | Vice President | Title |
| Phone | 2158983742 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| 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 | Larry A Keinath | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 Spruce Street | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 191044265 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 128816000 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.wistar.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1892 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | Biomedical research with special expertise in cancer research and vaccine development | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 467 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 84000 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -61000 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 49900000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 68019000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1545000 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1526000 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1571000 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4061000 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 14057000 | OtherRevenuePriorYear |
| Other Revenue Current Year | 18705000 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 67073000 | TotalRevenuePriorYear |
| Total Revenue Current Year | 92311000 | 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 | 28280000 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 29496000 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 900000 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 28058000 | OtherExpensePriorYear |
| Other Expenses Current Year | 30565000 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 56338000 | TotalExpensesPriorYear |
| Total Expenses Current Year | 60061000 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10735000 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 32250000 | RevenuesLessExpensesCY |
| Total Assets BOY | 121142000 | TotalAssetsBOY |
| Total Assets EOY | 159446000 | TotalAssetsEOY |
| Total Liabilities BOY | 10241000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27404000 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 110901000 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 132042000 | NetAssetsOrFundBalancesEOY |
| Mission Description | Established in 1892 as the nation's first independent medical research institution, The Wistar Institute is an international leader in biomedical research with special expertise in cancer research and vaccine development. The Institute works to move its research advances from the laboratory to the clinic as quickly as possible. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 48992000 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | CANCER RESEARCH - Wistar has held the prestigious Cancer Center designation for the National Cancer Institute since the first such centers were named in 1976. The Institute is home to preeminent researchers studying the basic science of cancer. Deciphering Cancer Genetics: Wistar is a national leader in illuminating how mutations in genes lead to various cancers. Stem Cell Investigations: Institute researchers are identifying and characterizing cancer stem cells that appear to be responsible for recurrent and treatment-resistant forms of cancer. A Blood Test For The Early Detection Of Lung Cancer: Lung cancer is the top cancer killer, claiming more lives than breast cancer, prostate cancer, and colon cancer combined. By the time it is diagnosed, the disease usually has advanced so far that treatment options are limited. Wistar scientists are developing a blood test that would detect the disease early, potentially saving countless lives. In the lab, their prototype test can diagnose early-stage lung cancer with nearly 90 percent accuracy. Breakthrough May Lead To New Cancer Treatments: A breakthrough by a Wistar researcher may lead to the development of a new class of highly targeted cancer drugs. The scientist decoded a key structure of the enzyme telomerase, which plays a major role in the development of cancer. The enzyme is active in up to 90 percent of human tumors, making it one of the top targets for the creation of new cancer treatments. Exploring The Role Of The Tumor Microenvironment In Disease: Wistar scientists have found that normal cells and molecules that surround a cancer cell - the tumor microenvironment - nurture growing cancer cells, creating a hospitable place for a tumor to grow and spread. Targeting these cells could greatly increase the effectiveness of traditional anti-cancer treatments. Leading The Fight Against Melanoma: Wistar oversees one of the most prestigious melanoma research programs in the world, studying the development of the disease and pursuing treatments for advanced melanoma. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 0 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | IMMUNOLOGY - Wistar discoveries led to the creation of the rubella vaccine that eradicated "German measles" in the United States, human rabies vaccine used worldwide, and a rotavirus vaccine approved in 2006 that will prevent an illness responsible for hundreds of thousands of children deaths worldwide each year. Today, Wistar Institute Vaccine Center scientists are creating new vaccines against the world's deadliest diseases. Annual Flu Shots - A Thing Of The Past? Wistar researchers are working to develop a universal influenza vaccine that would be effective against all strains of influenza, including avian flu. The vaccine would protect against pandemics and reduce the need for annual flu shots. Working Together To Fight Disease: Wistar researchers are collaborating with leading scientists worldwide to develop vaccines for hepatitis C, malaria, and other potentially deadly diseases. A Global Reach: The Institute has licensed its rabies and rubella vaccine seed stock to companies in China, India, and Russia to help these countries develop affordable vaccines for their own populations. Easing The Pain:Wistar immunologists also are developing novel therapies for autoimmune diseases such as lupus and rheumatoid arthritis. The Secrets Of Regeneration: Wistar scientists have made critical discoveries in understanding how to promote the healing of damaged tissue through regeneration. While the process may have been lost to humans and other mammals as a byproduct of evolution, Wistar researchers are charting the genes responsible for tissue regrowth. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 0 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | TRAINING AND OUTREACH - From its inception, The Wistar Institute has been dedicated to providing students with the tools they need to tackle the challenges of scientific discovery. The Institute has also made supporting science and cancer education a priority from high school students to postdoctoral researchers to underserved populations in the community. Educating Area Youth: Wistar offers internships, tours, and contests to area high school students to stimulate and nurture their interests in science. The Institute also offers a two-year training program for biomedical technicians in partnership with Community College of Philadelphia. Engaging The Community: The Institute hosts community events including lectures by noted science authors that are designed to stimulate science learning and discussion. Wistar also hosts public health forums designed to educate laypersons on the latest in cancer science and prevention. Preparing The Scientists Of Tomorrow: Training tomorrow's top scientific investigators is key to Wistar's mission. Over the past decade, nearly 1,000 researchers, from predoctoral students to postdoctoral fellows and visiting scientists, have trained at Wistar. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 48992000 | 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 | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 65 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 467 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Stephen E Tustin CPA | NamePerson |
| Telephone Number | 2154956887 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 Spruce Street | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 191044265 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Brian H Dovey | |||||||
| Chair | 0.00 | X | X | 0 | 0 | 0 | |
| Richard Horowitz | |||||||
| Vice Chair | 0.00 | X | X | 0 | 0 | 0 | |
| Helen P Pudlin | |||||||
| Vice Chair | 0.00 | X | X | 0 | 0 | 0 | |
| Maida Milone | |||||||
| Secretary | 0.00 | X | X | 0 | 0 | 0 | |
| Seymour S Preston III | |||||||
| Treasurer | 0.00 | X | X | 0 | 0 | 0 | |
| Elizabeth McKee Anderson | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Robert S Blank | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Dani Bolognesi PhD | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Douglas D Briggs | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Ira Brind | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Ronald Caplan | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Daniel Fitzpatrick | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Robert A Fox | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Herbert Kean MD | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Hilary Koprowski MD | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Faye Olivieri-Kozich | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Dan W Matthias | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Susan S McDonald | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| I Wistar Morris | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Albert Ominsky Esq | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Vincent Price PhD | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Samuel V Rhoads | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Robert H Rock | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Gerald B Rorer | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Adele K Schaeffer | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Paul J Schmitt | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Milton S Schneider | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Judith Soltz Esq | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Lawrence V Stein | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Arthur L Stokes MD | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Kevin M Tucker | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| David V Wachs | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Daniel H Wheeler Esq | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Edward Ziff PhD | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Russel Kaufman MD | |||||||
| President and CEO | 65.00 | X | 685000 | 0 | 48000 | ||
| Dario Altieri | |||||||
| Vice President and Cancer Center Director | 55.00 | X | 341000 | 0 | 51000 | ||
| Larry Keinath | |||||||
| Vice President | 55.00 | X | 251000 | 0 | 48000 | ||
| Elizabeth O'Brien | |||||||
| Vice President | 40.00 | X | 243000 | 0 | 62000 | ||
| Peter Corrado | |||||||
| Vice President | 55.00 | X | 188000 | 0 | 51000 | ||
| David Speicher PhD | |||||||
| Professor | 55.00 | 226000 | 0 | 39000 | X | ||
| Hildegund Ertl MD | |||||||
| Professor | 55.00 | 222000 | 0 | 45000 | X | ||
| Meenhard Herlyn DVM | |||||||
| Professor | 55.00 | 217000 | 0 | 60000 | X | ||
| Frank Rauscher PhD | |||||||
| Professor | 55.00 | 204000 | 0 | 34000 | X | ||
| Ellen Pure PhD | |||||||
| AVP Academic Affairs and Professor | 55.00 | 202000 | 0 | 45000 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2779000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 483000 | TotalOtherCompensation |
| Number Individuals GT100 K | 41 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | Address Line2AddressOfContractor/AddressUS/AddressLine2 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|---|
| L F Driscoll Co LLC | ||||||
| 9 Presidential Blvd | P O Box 468 | Bala Cynwyd | PA | 19004 | Construction Management | 4700000 |
| Ballinger | ||||||
| 833 Chestnut Street Suite 1400 | Philadelphia | PA | 19107 | Architecture Engineering Planning Interior Design | 1824000 | |
| Laredo Mechanical LLC | ||||||
| P O Box 250 | Plymouth Meeting | PA | 19462 | HVAC Services | 544000 | |
| ABM Mid-Atlantic Inc | ||||||
| 420 Feheley Drive | King of Prussia | PA | 19406 | Janitorial | 514000 | |
| Schnader Harrison Segal & Lewis LLP | ||||||
| 1600 Market Street | Suite 3600 | Philadelphia | PA | 19103 | Legal Services | 246000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 402000 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 55444000 | GovernmentGrants |
| All Other Contributions | 12173000 | AllOtherContributions |
| Noncash Contributions | 1276000 | NoncashContributions |
| Total Contributions | 68019000 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Scientific Research | Description |
| Business Code | 541700 | BusinessCode |
| Total Revenue Column | 1526000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1526000 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1526000 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1614000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,614,000 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18008000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $18,008,000 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 38761000 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 36314000 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2447000 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2447000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,447,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 74000 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 402000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 191000 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -117000 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$117,000 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Other Investment Income | 900099 | 710000 | 0 | 0 | $710,000 |
| Sale of Specialized Services | 541900 | 84000 | 0 | 84000 | $0 |
| Other Income | 900099 | 20000 | 0 | 0 | $20,000 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 814000 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 92311000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1526000 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 84000 | UnrelatedBusinessRevenue |
| Exclusion | $22,682,000 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1969000 | Total |
| Program Services | 124000 | ProgramServices |
| Management And General | 1845000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19916000 | Total |
| Program Services | 14761000 | ProgramServices |
| Management And General | 4827000 | ManagementAndGeneral |
| Fundraising | 328000 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2406000 | Total |
| Program Services | 1655000 | ProgramServices |
| Management And General | 715000 | ManagementAndGeneral |
| Fundraising | 36000 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3832000 | Total |
| Program Services | 2735000 | ProgramServices |
| Management And General | 1032000 | ManagementAndGeneral |
| Fundraising | 65000 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1373000 | Total |
| Program Services | 944000 | ProgramServices |
| Management And General | 408000 | ManagementAndGeneral |
| Fundraising | 21000 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198000 | Total |
| Management And General | 198000 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83000 | Total |
| Management And General | 83000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 237000 | Total |
| Management And General | 237000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89000 | Total |
| Management And General | 89000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2223000 | Total |
| Program Services | 1089000 | ProgramServices |
| Management And General | 993000 | ManagementAndGeneral |
| Fundraising | 141000 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33000 | Total |
| Program Services | 1000 | ProgramServices |
| Management And General | 32000 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397000 | Total |
| Program Services | 69000 | ProgramServices |
| Management And General | 317000 | ManagementAndGeneral |
| Fundraising | 11000 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 646000 | Total |
| Program Services | 173000 | ProgramServices |
| Management And General | 461000 | ManagementAndGeneral |
| Fundraising | 12000 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4295000 | Total |
| Program Services | 37000 | ProgramServices |
| Management And General | 4258000 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293000 | Total |
| Program Services | 191000 | ProgramServices |
| Management And General | 94000 | ManagementAndGeneral |
| Fundraising | 8000 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65000 | Total |
| Program Services | 46000 | ProgramServices |
| Management And General | 19000 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20000 | Total |
| Management And General | 20000 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4121000 | Total |
| Management And General | 4121000 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198000 | Total |
| Management And General | 198000 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Subcontracts | 10117000 | 10117000 | 0 | 0 |
| Lab supplies and equpment maintenance agreements | 6099000 | 5564000 | 530000 | 5000 |
| Allocation of Operations and Maintenance reported in C | 0 | 6717000 | -6791000 | 74000 |
| Allocation of Depreciation expense reported in C | 0 | 3915000 | -3936000 | 21000 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1451000 | Total |
| Program Services | 854000 | ProgramServices |
| Management And General | 419000 | ManagementAndGeneral |
| Fundraising | 178000 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60061000 | Total |
| Program Services | 48992000 | ProgramServices |
| Management And General | 10169000 | ManagementAndGeneral |
| Fundraising | 900000 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1613000 | BOY |
| EOY | 638000 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7123000 | BOY |
| EOY | 27667000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15311000 | BOY |
| EOY | 14806000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71000 | BOY |
| EOY | 81000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 714000 | BOY |
| EOY | 889000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 75083000 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 41668000 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23663000 | BOY |
| EOY | 33415000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43442000 | BOY |
| EOY | 51569000 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29081000 | BOY |
| EOY | 30258000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124000 | BOY |
| EOY | 123000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121142000 | BOY |
| EOY | 159446000 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7172000 | BOY |
| EOY | 11614000 | 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 | 1719000 | BOY |
| EOY | 1493000 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 519000 | 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 | 593000 | 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 | 1350000 | BOY |
| EOY | 13185000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10241000 | BOY |
| EOY | 27404000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71537000 | BOY |
| EOY | 75305000 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15054000 | BOY |
| EOY | 33472000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24310000 | BOY |
| EOY | 23265000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110901000 | BOY |
| EOY | 132042000 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121142000 | BOY |
| EOY | 159446000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 32250000 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -11109000 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35240000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35346000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41600000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49900000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 68019000 | CurrentTaxYear |
| Total | 230105000 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35240000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35346000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41600000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49900000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 68019000 | CurrentTaxYear |
| Total | 230105000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 230105000 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10447000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12727000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11019000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14623000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20332000 | CurrentTaxYear |
| Total | 69148000 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 53000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20000 | CurrentTaxYear |
| Total | 127000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 299380000 | TotalSupport |
| Gross Receipts From Admissions Etc | 9762000 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.76861 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.67841 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Miscellaneous income | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule 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 | 1 | DirectContactLegislators |
| Direct Contact Legislators | $237,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 237000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | The Wistar Institute engaged the services of several lobbying firms whose responsibilities are to provide government relations services to the Wistar Institute at the federal and state level, respectively, with regard to both regulatory and legislative issues. Duties include monitoring and tracking legislation which may be of interest to The Wistar Institute and assisting in finding funding sources for programs. | Explanation |
Schedule D IRS990ScheduleD
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12652000 | BeginningOfYearBalance |
| Contributions | 50000 | Contributions |
| Investment Earnings Or Losses | -214000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 404000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 12084000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11357000 | BeginningOfYearBalance |
| Contributions | 73000 | Contributions |
| Investment Earnings Or Losses | 1502000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 280000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 12652000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8726000 | BeginningOfYearBalance |
| Contributions | 1515000 | Contributions |
| Investment Earnings Or Losses | 1386000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 270000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 11357000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11374000 | BeginningOfYearBalance |
| Contributions | 64000 | Contributions |
| Investment Earnings Or Losses | -2436000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 276000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 8726000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.1852 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.707 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.1078 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 162000 | OtherCostOrOtherBasis |
| Book Value | 162000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 33916000 | OtherCostOrOtherBasis |
| Depreciation | 20117000 | Depreciation |
| Book Value | 13799000 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3539000 | OtherCostOrOtherBasis |
| Depreciation | 308000 | Depreciation |
| Book Value | 3231000 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 26983000 | OtherCostOrOtherBasis |
| Depreciation | 21243000 | Depreciation |
| Book Value | 5740000 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 10483000 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 10483000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 33415000 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (9 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Isaac J Wistar 1898 fund - Mellon Bank | 10296000 | F |
| Isaac J Wistar 1893 fund - PNC Bank | 1132000 | F |
| Isaac J Wistar 1902 Contingent fd - Mellon Bank | 572000 | F |
| Effingham B Morris Biological fd - Mellon Bank | 1445000 | F |
| Carlos Frederick MacDonald Res fd - Mellon Bank | 189000 | F |
| Milton J and Francis H Greenman fd - Mellon Bank | 646000 | F |
| Charles M and Josephine A Shander fund - PNC Bank | 320000 | F |
| Hedge and absolute return funds | 10573000 | F |
| Statutory trust | 5085000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 30258000 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Accrued pension expense | $3,838,000 |
| Loan payable | $9,347,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 13185000 | TotalOfAmounts |
| Total Revenue | 92311000 | TotalRevenue |
| Total Expenses | 60061000 | TotalExpenses |
| Excess Or Deficit For Year | 32250000 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -6109000 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$5,000,000 | OtherAmount |
| Total Adjustments | -11109000 | TotalAdjustments |
| Excess Or Deficit Per FS | 21141000 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 85314000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -6109000 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -1079000 | OtherRevenues |
| Revenue Not Rptd F990 | -7188000 | RevenueNotRptdF990 |
| Revenue Subtotal | 92502000 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -191000 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -191000 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 92311000 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 60252000 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 191000 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 191000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 60061000 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 60061000 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L01 | Schedule D, Part III, Line 1 | Collections consist of Family Memorabilia which is not used in the Institute's operations. |
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | The Institute's Collections constitute a history of medical science in Philadelphia and the history of vaccine development. The museum collections are tied to our Deeds of Trusts and have significant historical value as Wistar was established the first independent nonprofit biomedical research institute in the country. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The Board of Trustees determines the prudent use for the endowment funds for general purposes and to support research and training programs as specified by the various endowment programs. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The Wistar Institute is a non-profit institution whaich has been determined by the Internal Revenue Service to be exempt from federal income taxes under Section 501 (c)(3) of the Internal Revenue Code. The Institute accounts for uncertainties in income taxes in accordance with authoritative guidance, which prescribes a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. As of May 4, 2012, the Institute's federal return of Organization Exempt from Income Tax Returns for 2010, 2009, and 2008 remain subject to examination by the IRS. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Loss on disposal of land, building, and equipment (1,144,000), loss on beneficial interests in trusts (1,079,000), and net loss on pension (2,777,000). |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Net loss on Beneficial Interests in Trusts |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Fundraising event expenses |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Fundraising event expenses |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Taxin Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 205000 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 167000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 38000 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 10000 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 41000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 14000 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Wistar Gala | NameOfEvent2 |
| Gross Receipts Event2 | 271000 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 235000 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 36000 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 2000 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 63000 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 9000 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 52000 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 476000 | GrossReceiptsTotal |
| Charitable Contributions Total | 402000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 74000 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 12000 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 104000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 9000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 66000 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 191000 | DirectExpenseSummaryEvents |
| Net Income Summary | -117000 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | 1 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Russel Kaufman MD | |||||||||||||
| 577000 | 0 | 76000 | 0 | 32000 | 0 | 37000 | 0 | 11000 | 0 | 733000 | 0 | 0 | 0 |
| Dario Altieri | |||||||||||||
| 340000 | 0 | 0 | 0 | 1000 | 0 | 37000 | 0 | 14000 | 0 | 392000 | 0 | 0 | 0 |
| Larry Keinath | |||||||||||||
| 217000 | 0 | 33000 | 0 | 1000 | 0 | 37000 | 0 | 11000 | 0 | 299000 | 0 | 0 | 0 |
| Elizabeth O'Brien | |||||||||||||
| 211000 | 0 | 31000 | 0 | 1000 | 0 | 36000 | 0 | 26000 | 0 | 305000 | 0 | 0 | 0 |
| Peter Corrado | |||||||||||||
| 182000 | 0 | 5000 | 0 | 1000 | 0 | 27000 | 0 | 24000 | 0 | 239000 | 0 | 0 | 0 |
| David Speicher PhD | |||||||||||||
| 226000 | 0 | 0 | 0 | 1000 | 0 | 34000 | 0 | 4000 | 0 | 265000 | 0 | 0 | 0 |
| Hildegund Ertl MD | |||||||||||||
| 222000 | 0 | 0 | 0 | 1000 | 0 | 34000 | 0 | 10000 | 0 | 267000 | 0 | 0 | 0 |
| Meenhard Herlyn DVM | |||||||||||||
| 217000 | 0 | 0 | 0 | 3000 | 0 | 35000 | 0 | 22000 | 0 | 277000 | 0 | 0 | 0 |
| Frank Rauscher PhD | |||||||||||||
| 204000 | 0 | 0 | 0 | 0 | 0 | 31000 | 0 | 3000 | 0 | 238000 | 0 | 0 | 0 |
| Ellen Pure PhD | |||||||||||||
| 202000 | 0 | 0 | 0 | 1000 | 0 | 32000 | 0 | 12000 | 0 | 247000 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | Tax Indemnification and gross-up payments - for tuition benefits; Discretionary spending account - travel and auto allowance for CEO only; Housing allowance for CEO only; Social club dues for CEO only. All amounts included in taxable compensation. |
| SchJ_P01_S00_L01b | Schedule J, Part I, Line 1b | Tax Indemnification and gross-up payments - yes written policy provided; Discretionary spending account, Housing allowance, and social club dues are provided via employment contract with CEO. |
| SchJ_P01_S00_L07 | Schedule J, Part I, Line 7 | Non-fixed payments in the form of bonuses. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Philadelphia Authority for Industrial Development | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 232237287 | IssuerEIN |
| Date Issued | 2011-07-29 | DateIssued |
| Issue Price | 55000000 | IssuePrice |
| Description Of Purpose | Capital project financing | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 519000 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 519000 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 0 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchK_P02_S00_L03 | Identifier |
| Return Reference | Schedule K, Part II, Line 3 | ReturnReference |
| Explanation | Draws of bond proceeds occur upon incurring construction costs. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1276000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L09 | Identifier |
| Return Reference | Schedule M, Part I, Line 9 | ReturnReference |
| Explanation | 16 items contributed per column (b) represent 16 separate transactions of securities received and sold | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Daniel Wheeler (Trustee) and Robert Fox (Trustee) are In-Laws. Robert Fox (Trustee) and Richard Horowitz (Trustee) are business associates. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The Audit Committee of the Board of Trustees reviews the 990 prior to filing the return. Also, prior to submission, the Institute posts a copy to the Board's web site and notifies members of its availability for their information. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Annually covered persons are required to submit Conflict of Interest Disclosures which are reviewed by management. Covered persons include The Wistar Institute's trustees, officers, "key employees." and next 5 most highly compensated employees. Former trustees, officers, key employees and highly compensated employees may continue to be covered persons for up to five years, depending on compensation. A list of the Institute's covered persons is attached. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The organization uses the following methods to establish compensation of its officers; Compensation committee; independent compensation consultant; Compensation survey or study; and the approval by the Board Compensation committee. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The Institute's governing documents and conflict of Interest policy are available on the Institute's website (www.wistar.org). The Institute's financial statements are available upon request. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Net unrealized losses on investments (6,109,000); Loss on beneficial interests in trusts (1,079,000; Loss on disposal of land, buildings and equipment (1,144,000); and Pension-net loss (2,777,000). |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Issac J Wistar Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 Spruce Street | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232593436 | EIN |
| Primary Activities | Inactive | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501 (c) (3) | ExemptCodeSection |
| Public Charity Status | PF | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tall Cell Technology L P | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o The Connelly Fdn | AddressLine1 |
| Address Line2 | One Tower Bridge Suite 1450 | AddressLine2 |
| City | West Conshohocken | City |
| State | PA | State |
| ZIP Code | 19428 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232811246 | EIN |
| Primary Activity | Licensing | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | Related | PredominantIncomeType |
| Share Of Total Income | 145000 | ShareOfTotalIncome |
| Share Of EOY Assets | 2000 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| Code V | $0 | CodeVAmount |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Percentage Ownership | 0.9 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tall Cell Technology L P | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | a-iii | TransactionType |
| Amount Involved | 145000 | AmountInvolved |
| Method Of Amt Determination | Cash payment received representing The Wistar Institute's portion in the partnership's royalties. | MethodOfAmtDetermination |
Comments