TRUDEAU INSTITUTE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TRUDEAU INSTITUTE INC (EIN 14-1401413)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-26
- IRS object ID
- 201242089349300909
- 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 C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule O
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-26T12:50:55-07:00 | 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 | 141401413 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUDEAU INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRUD | NameControl |
| Phone | 5188913080 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154 Algonquin Avenue | AddressLine1 |
| City | Saranac Lake | City |
| State | NY | State |
| ZIP Code | 12983 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lisa Shovan | Name |
| Title | Treasurer | Title |
| Phone | 5188913080 | Phone |
| Date Signed | 2012-07-26 | 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 | Lisa M Shovan | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154 Algonquin Avenue | AddressLine1 |
| City | Saranac Lake | City |
| State | NY | State |
| ZIP Code | 12983 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11473318 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.trudeauinstitute.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1889 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | Trudeau Institute's mission is to understand the body's immune system by conducting experimental studies at the frontiers of knowledge. That understanding is vital to progress in strengthening our bodies' ability fight life-threatening infections, inflammatory diseases and cancer. Discoveries about the intricate workings of the immune system apply not to just a single disease but to a vast array of human afflictions. The list of diseases critically involving the immune system is extensive: tuberculosis, influenza, arthritis, asthma, sepsis, colitis, multiple sclerosis among many others, and includes cancer. Progress toward fighting these diseases and finding cures for them requires an in-depth understanding of the workings of the immune system. Scientists at the Trudeau Institute focus exclusively on understanding the roles of the immune system in health and disease. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 144 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14717626 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10591636 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 558165 | InvestmentIncomePriorYear |
| Investment Income Current Year | 636967 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -49655 | OtherRevenuePriorYear |
| Other Revenue Current Year | 45877 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15226136 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11274480 | 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 | 9408658 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8299824 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 1131 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 36000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 511495 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8346376 | OtherExpensePriorYear |
| Other Expenses Current Year | 7579699 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17756165 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15915523 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2530029 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4641043 | RevenuesLessExpensesCY |
| Total Assets BOY | 56482558 | TotalAssetsBOY |
| Total Assets EOY | 49719887 | TotalAssetsEOY |
| Total Liabilities BOY | 10027681 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9104833 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 46454877 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40615054 | NetAssetsOrFundBalancesEOY |
| Mission Description | Trudeau Institute is an independent, not-for-profit research organization with a scientific mission to make breakthrough discoveries leading to improved human health. Trudeau researchers are identifying the basic mechanisms used by the immune system to combat cancer and infectious diseases, such as influenza and tuberculosis, so better vaccines and therapies are developed. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12715458 | Expense |
| Grants | 10256688 | Grants |
| Revenue | 10256688 | Revenue |
| Description | The Trudeau Institute is a world-renowned leader in the effort to better understand the immune system for the purpose of preventing and treating human diseases. Our expertise and enthusiasm for modeling infection, immunity, vaccination, inflammation and sepsis have led to many pioneering discoveries. Mouse models currently studied at the Institute include influenza, parainfluenza, influenza-associated bacterial pneumonia, bacterial sepsis, pneumonic plague, tuberculosis, toxoplasmosis, and chronic herpesvirus infection. In 2011, the Trudeau Institute continued its research in the areas of immunology and infectious disease. The research programs were supported by grants from the National Institute of Health, the Department of Defense, several subcontracts through universities and from foundations. The Trudeau research staff published seventeen (17) articles in thirteen (13) leading journals such as, Journal Immunology, Nature Immunology, Vaccine, and Mucosal Immunolgy. | Description |
| 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 | 12715458 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 0 | 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 | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 144 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| 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 | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Lisa M Shovan | NamePerson |
| Telephone Number | 5188913080 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154 Algonquin Avenue | AddressLine1 |
| City | Saranac Lake | City |
| State | NY | State |
| ZIP Code | 12983 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Helen Baumeister | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| David Beach | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Diana Bourke | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Benjamin Brewster | ||||||||
| Chairman of the Board of Trustees | 4 | X | 0 | 0 | 0 | |||
| Alexander Carden | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Dorothy Federman | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Henry Fenn | ||||||||
| Chairman of the Finance Committee | 4 | X | 0 | 0 | 0 | |||
| Joseph Fernandez | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Vincent Fischetti | ||||||||
| Chairman of the Compensation Committee | 2 | X | 0 | 0 | 0 | |||
| Holly Hemphill | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Raymond Johnson | ||||||||
| Trustee and Chair of Interim Management Committee | 4 | X | 0 | 0 | 0 | |||
| Robert Keet | ||||||||
| Chairman of the Communications Committee | 2 | X | 0 | 0 | 0 | |||
| Patrick McDonald | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Mauricio Pages | ||||||||
| Vice Chairman of the Board of Trustees | 4 | X | 0 | 0 | 0 | |||
| Linda Powers | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Marcene Sonneborn | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Ursula Trudeau | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Patricia Tsien | ||||||||
| Chair of Strategic Planning Committee | 4 | X | 0 | 0 | 0 | |||
| Tielman Van Vleck | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Nelson Pleau | ||||||||
| Vice President and Chief Operating Officer | 40 | X | 169350 | 0 | 17893 | |||
| David Woodland | ||||||||
| President and Director | 40 | 235436 | 0 | 25004 | X | |||
| Taras Gach | ||||||||
| Vice President and Director of Insitutional Advancement | 40 | 178671 | 0 | 19222 | X | |||
| Edward Pearce | ||||||||
| Chief Scientific Officer | 40 | 167207 | 0 | 17596 | X | |||
| Lisa Shovan | ||||||||
| Cheif Financial Officer and Interim Management Member | 40 | 143400 | 0 | 14805 | X | |||
| Stephen Smiley | ||||||||
| Faculty and Interim Management Member | 40 | 159906 | 0 | 16728 | X | |||
| Lawrence Johnson | ||||||||
| Responsible Official and Interim Management Member | 40 | 137161 | 0 | 13679 | X | |||
| Marcia Woodland | ||||||||
| Faculty | 40 | 143988 | 0 | 14637 | X | |||
| Markus Mohrs | ||||||||
| Faculty | 40 | 130686 | 0 | 14084 | X | |||
| Andrea Cooper | ||||||||
| Faculty | 40 | 129949 | 0 | 13807 | X | |||
| Robert Donahue | ||||||||
| Director of Facilities | 40 | 114714 | 0 | 11731 | X | |||
| Laura Haynes | ||||||||
| Faculty | 40 | 109483 | 0 | 11360 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1819951 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 190546 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Federated Campaigns | 26220 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 10020404 | GovernmentGrants |
| All Other Contributions | 545012 | AllOtherContributions |
| Noncash Contributions | 1280 | NoncashContributions |
| Total Contributions | 10591636 | TotalContributions |
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 | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 579093 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $579,093 | 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 | 20519 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $20,519 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 211207 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 189617 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 21590 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21590 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21590 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9379 | Securities |
| Other | 57716 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9221 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 158 | Securities |
| Other | 57716 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 57874 | TotalRevenueColumn |
| Related Or Exempt Function Income | 57874 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Editorial Services | 541700 | 2393 | 0 | 0 | $2,393 |
| Vending Machine Revenue | 900099 | 115 | 0 | 0 | $115 |
| Class Litigation Settlement Procceeds | 900001 | 772 | 0 | 0 | $772 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 488 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $488 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3768 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11274480 | TotalRevenueColumn |
| Related Or Exempt Function Income | 79464 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $603,380 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1103915 | Total |
| Program Services | 331769 | ProgramServices |
| Management And General | 544694 | ManagementAndGeneral |
| Fundraising | 227452 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5539184 | Total |
| Program Services | 2572496 | ProgramServices |
| Management And General | 2902690 | ManagementAndGeneral |
| Fundraising | 63998 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 526543 | Total |
| Program Services | 239229 | ProgramServices |
| Management And General | 283784 | ManagementAndGeneral |
| Fundraising | 3530 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 761703 | Total |
| Program Services | 287285 | ProgramServices |
| Management And General | 465363 | ManagementAndGeneral |
| Fundraising | 9055 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 368479 | Total |
| Program Services | 160111 | ProgramServices |
| Management And General | 203782 | ManagementAndGeneral |
| Fundraising | 4586 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 499287 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 397730 | ManagementAndGeneral |
| Fundraising | 101557 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68886 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 68886 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64915 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 64915 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5434 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 540 | ManagementAndGeneral |
| Fundraising | 4894 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36000 | Total |
| Fundraising | 36000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34549 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 34549 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197781 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 194240 | ManagementAndGeneral |
| Fundraising | 3541 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177191 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 168806 | ManagementAndGeneral |
| Fundraising | 8385 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111933 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 109615 | ManagementAndGeneral |
| Fundraising | 2318 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1446778 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1446778 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131703 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 93399 | ManagementAndGeneral |
| Fundraising | 38304 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90385 | Total |
| Program Services | 64898 | ProgramServices |
| Management And General | 25487 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133985 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 133985 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1719986 | Total |
| Program Services | 1135191 | ProgramServices |
| Management And General | 584795 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Purchase Technical Services | 658631 | 2242997 | -1585736 | 1370 |
| Laboratory supplies | 1738162 | 1413981 | 324181 | 0 |
| Facility repair and maintenance | 433129 | 0 | 433129 | 0 |
| Allocation of indirect cost centers | 0 | 4260048 | -4260048 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66964 | Total |
| Program Services | 7453 | ProgramServices |
| Management And General | 53006 | ManagementAndGeneral |
| Fundraising | 6505 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15915523 | Total |
| Program Services | 12715458 | ProgramServices |
| Management And General | 2688570 | ManagementAndGeneral |
| Fundraising | 511495 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79416 | BOY |
| EOY | 407300 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1152230 | BOY |
| EOY | 686424 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16480 | BOY |
| EOY | 29786 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 346292 | BOY |
| EOY | 371321 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200995 | BOY |
| EOY | 159148 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44631517 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19486219 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26485106 | BOY |
| EOY | 25145298 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28097015 | BOY |
| EOY | 22771535 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105024 | BOY |
| EOY | 149075 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56482558 | BOY |
| EOY | 49719887 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 979148 | BOY |
| EOY | 940498 | 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 | 43533 | BOY |
| EOY | 19335 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5980000 | BOY |
| EOY | 5420000 | 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 | 2775000 | BOY |
| EOY | 2475000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250000 | BOY |
| EOY | 250000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10027681 | BOY |
| EOY | 9104833 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37706971 | BOY |
| EOY | 32027678 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40560 | BOY |
| EOY | 7717 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8707346 | BOY |
| EOY | 8579659 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46454877 | BOY |
| EOY | 40615054 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56482558 | BOY |
| EOY | 49719887 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -4641043 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1198780 | 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 | 10877867 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14847356 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13822962 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14717627 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10591636 | CurrentTaxYear |
| Total | 64857448 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10877867 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14847356 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13822962 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14717627 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10591636 | CurrentTaxYear |
| Total | 64857448 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 64857448 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1053904 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 782075 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 677812 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 480561 | CurrentTaxYearMinus1Year |
| Current Tax Year | 481029 | CurrentTaxYear |
| Total | 3475381 | 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 | 249473 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 196912 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 139772 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 143579 | CurrentTaxYearMinus1Year |
| Current Tax Year | 121863 | CurrentTaxYear |
| Total | 851599 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 69184428 | TotalSupport |
| Gross Receipts From Admissions Etc | 806670 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.93746 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.931 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Other income consists of income generated from four (4) trusts held in perpetuity by third parties of which Trudeau Institute has whole or part interest in. Also included is minimal income proceeds from class action litigation settlements related to endowment investments; income from vending machine, science publication editing and sale of institute literature. | GeneralExplanation |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $4,644 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $790 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 5434 | 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 | (1) Trudeau Institute is a member of the Association of Independent Research Institutes (AIRI), which is a nationwide association of approximately 85 independent, not-for-profit research institutes. Fifteen percent of the annual membership dues are applied to AIRI lobbying expenses. AIRI's political efforts continue to address issues related to congressional decisions in regard to funding of the National Institute of Health. (2) In 2011, Trudeau Institute incurred residual fees from the ending engagement of Marsh, Wasserman and McHugh of Albany, New York (Lobbying Firm), who were engaged to raise the profile of the Institute, seeking new funding opportunities and influence legislation at the State level. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24505643 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | -663020 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 4430000 | OtherExpenditures |
| Administrative Expenses | 19614 | AdministrativeExpenses |
| End Of Year Balance | 19393009 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24848020 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 3219248 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 3545548 | OtherExpenditures |
| Administrative Expenses | 16077 | AdministrativeExpenses |
| End Of Year Balance | 24505643 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24129050 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 5170366 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 4428870 | OtherExpenditures |
| Administrative Expenses | 22526 | AdministrativeExpenses |
| End Of Year Balance | 24848020 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38338078 | BeginningOfYearBalance |
| Contributions | 3311842 | Contributions |
| Investment Earnings Or Losses | -8773348 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 8695691 | OtherExpenditures |
| Administrative Expenses | 51831 | AdministrativeExpenses |
| End Of Year Balance | 24129050 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.21 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.27 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.52 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 132063 | OtherCostOrOtherBasis |
| Book Value | 132063 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 30142572 | OtherCostOrOtherBasis |
| Depreciation | 8477391 | Depreciation |
| Book Value | 21665181 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 409158 | OtherCostOrOtherBasis |
| Depreciation | 344488 | Depreciation |
| Book Value | 64670 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 13947724 | OtherCostOrOtherBasis |
| Depreciation | 10664340 | Depreciation |
| Book Value | 3283384 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25145298 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Funds Held In Trusts | 3378526 | F |
| Endowment - Money Market Funds | 512670 | F |
| Endowment - Equity Funds | 8982078 | F |
| Endowment - Fixed Income Mutual Funds | 2828778 | F |
| Endowment - Equity Securities | 2030661 | F |
| Endowment - Alternative Investments | 5038822 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 22771535 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Total Revenue | 11274480 | TotalRevenue |
| Total Expenses | 15915523 | TotalExpenses |
| Excess Or Deficit For Year | -4641043 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1578005 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | -19614 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $398,839 | OtherAmount |
| Total Adjustments | -1198780 | TotalAdjustments |
| Excess Or Deficit Per FS | -5839823 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11464097 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 0 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 11464097 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -189617 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -189617 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11274480 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15915523 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15915523 | 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 | 15915523 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The Trudeau Institute endowment consists of three funds established for a variety of purposes, which continues to support the main objective and mission of conducting biomedical research. The term endowment are those assets not subject to donor-imposed stipulations, which may be designated for specific purpose by election of the Board of Trustees. The Board designated (quasi) endowment provides earned income in support of the Institute Director. Income earned in excess of the stated purpose is available for general operations. The permanently restricted endowment is to be maintained in perpetuity to generate income for the Institutes operational needs. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The Institute files a Form 990 annually with the Internal Revenue Service. When annual returns are filed, some tax positions taken are highly certain to be sustained upon examination by the taxing authorities, while other tax positions are subject to uncertainty about the technical merits of the positon or amount of position's tax benefit that would ultimately be sustained. Management evaluated the Institute's tax postions, including interest and penalties attributable thereto, and concluded that the Institute had taken no tax positions that required adjustments in its financial statements as of December 31, 2011 and 2010. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Net realized gains - $369,752; Change in temporarily restricted net assets - ($32,843); Change in permanently restricted net assets - ($127,687); Rental expense - $189,617. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Rental expense - $189,617 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | Jill Elisofon | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 S Flagler St | AddressLine1 |
| City | West Palm Beach | City |
| State | FL | State |
| ZIP Code | 33401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Trudeau Institute engaged consultant for advice, representation, management and implementation of fundraising activities. | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 36000 | AmountRetainedByContractor |
| Net To Organization | -36000 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 0 | TotalGrossReceipts |
| Total Retained By Contractors | 36000 | TotalRetainedByContractors |
| Total Net To Organization | -36000 | TotalNetToOrganization |
| Licensed States | NY | LicensedStates |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Woodland | |||||||||||||
| 235436 | 0 | 0 | 0 | 0 | 0 | 25004 | 0 | 8379 | 0 | 268819 | 0 | 0 | 0 |
| Taras Gach | |||||||||||||
| 178671 | 0 | 0 | 0 | 0 | 0 | 19222 | 0 | 10055 | 0 | 207948 | 0 | 0 | 0 |
| Nelson Pleau | |||||||||||||
| 169350 | 0 | 0 | 0 | 0 | 0 | 17893 | 0 | 9088 | 0 | 196331 | 0 | ||
| Edward Pearce | |||||||||||||
| 167207 | 0 | 0 | 0 | 0 | 0 | 17596 | 0 | 8379 | 0 | 193182 | 0 | 0 | 0 |
| Stephen Smiley | |||||||||||||
| 159906 | 0 | 0 | 0 | 0 | 0 | 16728 | 0 | 8367 | 0 | 185001 | 0 | 0 | |
| Marcia Woodland | |||||||||||||
| 143988 | 0 | 0 | 0 | 0 | 0 | 14637 | 0 | 0 | 0 | 158625 | 0 | 0 | 0 |
| Lisa Shovan | |||||||||||||
| 143400 | 0 | 0 | 0 | 0 | 0 | 14805 | 0 | 0 | 0 | 158205 | 0 | 0 | 0 |
| Markus Mohrs | |||||||||||||
| 130686 | 0 | 0 | 0 | 0 | 0 | 14084 | 0 | 10055 | 0 | 154825 | 0 | 0 | 0 |
| Andrea Cooper | |||||||||||||
| 129949 | 0 | 0 | 0 | 0 | 0 | 13807 | 0 | 10055 | 0 | 153811 | 0 | 0 | |
| Lawrence Johnson | |||||||||||||
| 137161 | 0 | 0 | 0 | 0 | 0 | 13679 | 0 | 0 | 0 | 150840 | 0 | 0 | 0 |
| Robert Donahue | |||||||||||||
| 114714 | 0 | 0 | 0 | 0 | 0 | 11731 | 0 | 0 | 0 | 126445 | 0 | 0 | 0 |
| Laura Haynes | |||||||||||||
| 109493 | 0 | 0 | 0 | 0 | 0 | 11360 | 0 | 3803 | 0 | 124656 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Marcia Woodland | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Spouse of David Woodland, President / Director | Relationship |
| Amount Of Transaction | 143988 | AmountOfTransaction |
| Description Of Transaction | Faculty Member Compensation | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Dr. David Woodland, President and Director is related by marriage to Dr. Marcia Woodland. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | Upon completion of the IRS Form 990 by the Chief Financial Officer, it is reviewed by the Audit Committee. Upon completion of review, it is then forwarded to all members of the Board of Trustees and offically filed with the Internal Revenue Service. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Annually, the Officers Directors and Members of the Board of Trustees receive a copy of the Trudeau Institute Conflict of Interest Policy. Each person is required to sublit a signed certification that they have read, understand and agree to comply with the policy. If there is a disclosure, the Board of Trustees will ascertain the validity of the potential conflict and follow policy for compliance. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The process for determining the compensation for the Director / President was last completed in December 2007 to formulate a five year contract. The process included the use of comparable compensation data for the same position in similar organizations, with review and approval by the Executive Committee of the Board of Trustees. Compensation for the Director was defined through December 31, 2012. The process for determining compansation for all other Officers is completed annually. Determination is based upon benchmark data from similar organizations and requires reveiw and approval by the Director and the Board of Trustees Compensation Committee. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Trudeau Institute provides the public direct access to the most recent audited financial statements through the organization's website. The financial statements are also provided to all regulatory agencies, the federal and state governments and upon request from various interested parties. Financial statements, governing documents and institute policies are in the care of the Treasurer and Secratary and are made available upon request. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Net realized gains on investments - $369,752; Unrealized losses on investments - ($1,578,005); Investment fees - ($19,614); Change in temporarily restricted net assets - ($32,843); Change in permanently restricted net assets - ($127,687); Rental expense - $189,617 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | N/A | Explanation |
Comments