TRUDEAU INSTITUTE INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TRUDEAU INSTITUTE INC (EIN 14-1401413)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-19
- IRS object ID
- 201101399349300605
- Schema version
- 2010v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-19T08:46:27-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | 2011-05-09 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 15494466 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | trudeauinstitute.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1889 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | Dr. Edward Livingston Trudeau founded the Trudeau Sanitarium in 1884, for the treatment of tuberculosis. It operated 70 years, during which the sanatorium method become a pattern of treatment throughout the world. In 1964, the Trudeau Sanitarium become the Trudeau Institute to conduct biomedical research. The 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. The research is supported by government grants and philanthropic contributions. In 1999, Trudeau Institute opened a 24,000 square foot research wing and increased facilities and faculty by forty percent. In 2010, the Institute commissioned an additional ten thousand square feet of modern reserach facilities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 155 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 13872961 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14717626 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 671772 | InvestmentIncomePriorYear |
| Investment Income Current Year | 558165 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -107209 | OtherRevenuePriorYear |
| Other Revenue Current Year | -49655 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14437524 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15226136 | 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 | 8639580 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9408658 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 1131 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 473053 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6299199 | OtherExpensePriorYear |
| Other Expenses Current Year | 8346376 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14938779 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17756165 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -501255 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2530029 | RevenuesLessExpensesCY |
| Total Assets BOY | 56170645 | TotalAssetsBOY |
| Total Assets EOY | 56482558 | TotalAssetsEOY |
| Total Liabilities BOY | 10613780 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10027681 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 45556865 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 46454877 | 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 | 15328911 | Expense |
| Grants | 13448865 | Grants |
| Revenue | 13448865 | Revenue |
| Description | In 2010, the Trudeau Institute research program was supported by multiple grants from the American Recovery and Reinvestment Act, continuing program project grant awards, and collaborative subcontracts from various Universities. In addition, researchers at the Institute received continuing funding from the Department of Defense in support of research of pandemic influenza and foundation grants in support of research. In 2010, Trudeau Institute scientists published twenty-six (26) articles in fifteen (15) journals such as, Nature Immunology, Nature Med, Viral Immunology, Molecular Microbiology, Immunity, Cell Host Microbiology and PNAS. In 2010, the Trudeau Institute was awarded funding from the National Institutes of Health to purchase a state-of-the-art, high-speed cell sorter. The half-million dollar instrument, developed by Becton Dickinson, enables Trudeau investigators to perform studies that, to date, have not been possible, due to the inherent limitations of existing equipment. The Trudeau Institute is ranked no. 6 in The Scientist magazine's 2010 "Best Places to Work in Academia" reader survey. Trudeau moved up seven spots, from its 13th place ranking in 2009. In addition, Trudeau Institute received top honors in the magazine's "Best Places to Work Postdocs 2010" survey. | 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 | 15328911 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| 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 | 0 | 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 | 1 | 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 | 26 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 155 | 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 | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | 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 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 | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Helen Baumeister | |||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||
| Diana Bourke | |||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||
| Benjamin Brewster | |||||||
| Chairman of 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 Finance Committee | 4 | X | 0 | 0 | 0 | ||
| Vincent Fischetti | |||||||
| Chairman of Compensation Committee | 2 | X | 0 | 0 | 0 | ||
| Holly Hemphill | |||||||
| Chair of Audit Committee | 2 | X | 0 | 0 | 0 | ||
| Raymond Johnson | |||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||
| Robert Keet | |||||||
| Chairman of 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 | ||
| James Shufelt | |||||||
| Chairman of Governance Committee of Board of Trustees | 2 | X | 0 | 0 | 0 | ||
| Marcene Sonneborn | |||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||
| Ralph Steinman | |||||||
| Chairman of Scientifc Advisory Board | 2 | X | 0 | 0 | 0 | ||
| Lawrence Sturman | |||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||
| Ursula Trudeau | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Patricia Tsien | |||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||
| Tielman Van Vleck | |||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||
| Leonard Weiner | |||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||
| Taras Gach | |||||||
| Vice President and Director of Institutional Advancement | 40 | 182604 | 0 | 34850 | X | ||
| Edward Pearce | |||||||
| Faculty Member & Chief Scientific Officer | 40 | 190170 | 0 | 35782 | X | ||
| Nelson Pleau | |||||||
| Vice President Chief Operating Officer and Secretary | 40 | 178383 | 0 | 34140 | X | ||
| Lisa Shovan | |||||||
| Chief Financial Officer and Treasurer | 40 | 140818 | 0 | 18460 | X | ||
| David Woodland | |||||||
| President and Director | 40 | 285665 | 0 | 42321 | X | ||
| Andrea Cooper | |||||||
| Faculty Member | 40 | 130563 | 0 | 27982 | X | ||
| Lawrence Johnson | |||||||
| Faculty and Responsibe Official | 40 | 135739 | 0 | 17348 | X | ||
| Stephen Smiley | |||||||
| Director of Technolgy Transfer and Faculty Member | 40 | 161673 | 0 | 25176 | X | ||
| Susan Swain | |||||||
| Faculty Member | 40 | 134390 | 0 | 17798 | X | ||
| Marcia Woodland | |||||||
| Faculty Member | 40 | 142588 | 0 | 18564 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1682593 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 272421 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 9127-2708 Quebec | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 182 Dunany Road | AddressLine1 |
| City | Lachute | City |
| Province Or State | Quebec | ProvinceOrState |
| Country | CA | Country |
| Postal Code | J8H 3W8 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Veterinary / Consultant | DescriptionOfServices |
| Compensation | 108247 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 27606 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 13799223 | GovernmentGrants |
| All Other Contributions | 890797 | AllOtherContributions |
| Noncash Contributions | 12243 | NoncashContributions |
| Total Contributions | 14717626 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 547861 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $547,861 | 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 | 11838 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $11,838 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 181489 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 256346 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -74857 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -74857 | TotalRevenueColumn |
| Related Or Exempt Function Income | -74857 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12288 | Securities |
| Other | 10000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11984 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 304 | Securities |
| Other | 10000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10304 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10304 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| 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 |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Class Litigation Settlement Proceeds | 900001 | 8274 | 0 | 0 | $8,274 |
| Research Journal Editing | 541700 | 3574 | 0 | 0 | $3,574 |
| Vending Machine Revenue | 900099 | 273 | 0 | 0 | $273 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1243 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,243 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 13364 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15226136 | TotalRevenueColumn |
| Related Or Exempt Function Income | -64553 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $573,063 | 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 | 1101256 | Total |
| Program Services | 428555 | ProgramServices |
| Management And General | 556160 | ManagementAndGeneral |
| Fundraising | 116541 | 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 | 6349764 | Total |
| Program Services | 3058277 | ProgramServices |
| Management And General | 3173998 | ManagementAndGeneral |
| Fundraising | 117489 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 704515 | Total |
| Program Services | 338414 | ProgramServices |
| Management And General | 350829 | ManagementAndGeneral |
| Fundraising | 15272 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 782987 | Total |
| Program Services | 283045 | ProgramServices |
| Management And General | 484672 | ManagementAndGeneral |
| Fundraising | 15270 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 470136 | Total |
| Program Services | 241976 | ProgramServices |
| Management And General | 219819 | ManagementAndGeneral |
| Fundraising | 8341 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 292771 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 204710 | ManagementAndGeneral |
| Fundraising | 88061 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59525 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 56598 | ManagementAndGeneral |
| Fundraising | 2927 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68663 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 68663 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25050 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 25050 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1131 | Total |
| Fundraising | 1131 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16077 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 16077 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155192 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 151362 | ManagementAndGeneral |
| Fundraising | 3830 | 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 | 242148 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 223140 | ManagementAndGeneral |
| Fundraising | 19008 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150933 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 150849 | ManagementAndGeneral |
| Fundraising | 84 | 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 | 1343886 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1343886 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133330 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 87416 | ManagementAndGeneral |
| Fundraising | 45914 | 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 | 191232 | Total |
| Program Services | 107806 | ProgramServices |
| Management And General | 72062 | ManagementAndGeneral |
| Fundraising | 11364 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226521 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 226521 | 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 | 1544854 | Total |
| Program Services | 1050502 | ProgramServices |
| Management And General | 494352 | 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 (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Purchase technical services | 781703 | 2484123 | -1702420 | 0 |
| Printing and publishing | 76092 | 16757 | 56564 | 2771 |
| Laboratory supplies | 2357064 | 1856394 | 500670 | |
| Facilties repair and maintenance | 681335 | 0 | 681335 | 0 |
| Allocation of indirest cost centers | 0 | 5463062 | -5463062 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17756165 | Total |
| Program Services | 15328911 | ProgramServices |
| Management And General | 1954201 | ManagementAndGeneral |
| Fundraising | 473053 | 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 | 177830 | BOY |
| EOY | 79416 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 998602 | BOY |
| EOY | 1152230 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5473 | BOY |
| EOY | 16480 | 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 | 300966 | BOY |
| EOY | 346292 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102560 | BOY |
| EOY | 200995 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44485848 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 18000742 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26374959 | BOY |
| EOY | 26485106 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28155304 | BOY |
| EOY | 28097015 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54951 | BOY |
| EOY | 105024 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56170645 | BOY |
| EOY | 56482558 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 739534 | BOY |
| EOY | 979148 | 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 | 252783 | BOY |
| EOY | 43533 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6520000 | BOY |
| EOY | 5980000 | 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 | 3000000 | BOY |
| EOY | 2775000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 250000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101463 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10613780 | BOY |
| EOY | 10027681 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37093164 | BOY |
| EOY | 37706971 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70103 | BOY |
| EOY | 40560 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8393598 | BOY |
| EOY | 8707346 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45556865 | BOY |
| EOY | 46454877 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56170645 | BOY |
| EOY | 56482558 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2530029 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3428041 | 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 | 12945012 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10877867 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14847356 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13822962 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14717627 | CurrentTaxYear |
| Total | 67210824 | 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 | 12945012 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10877867 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14847356 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13822962 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14717627 | CurrentTaxYear |
| Total | 67210824 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 67210824 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1019739 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1053904 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 782075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 677812 | CurrentTaxYearMinus1Year |
| Current Tax Year | 480561 | CurrentTaxYear |
| Total | 4014091 | 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 | 240828 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 249473 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 196912 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 139772 | CurrentTaxYearMinus1Year |
| Current Tax Year | 143579 | CurrentTaxYear |
| Total | 970564 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 72195479 | TotalSupport |
| Gross Receipts From Admissions Etc | 756065 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.93096 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.92393 | 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 all or part interest in. Also included is minimal income from class action litigation settlements related to endowment investments, income for science publication editing, vending income and proceeds from 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 | $2,110 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $25,540 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 27650 | 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 eighty six (86) independent, not-for-profit research institutes. Fifteen percent ($540) of the annual membership dues apply to AIRI lobbying expenses. AIRI's political efforts address issues related to congressional decisions in regard to funding of the National Institutes of Health.(2)In 2010, Trudeau Institute continued to engage Marsh, Wassermann, McHugh and Associates of Albany, New York to assist in raising the profile of the Institute, to seek new funding opportunities, and to influence legislation for Trudeau at the state level ($25,000). | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 0.16 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.21 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.63 | 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 | 29919173 | OtherCostOrOtherBasis |
| Depreciation | 7492957 | Depreciation |
| Book Value | 22426216 | 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 | 326184 | Depreciation |
| Book Value | 82974 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 13808076 | OtherCostOrOtherBasis |
| Depreciation | 10181601 | Depreciation |
| Book Value | 3626475 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 217378 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 217378 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26485106 | 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 | 3591372 | F |
| Endowment - Money Market Funds | 347096 | F |
| Endowment - Equity Mutual Funds | 11983133 | F |
| Endowment - Fixed Income Mutual Funds | 4249276 | F |
| Endowment - Equity Securities | 2193481 | F |
| Endowment - Alternative Investments | 5732657 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 28097015 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Total Revenue | 15226136 | TotalRevenue |
| Total Expenses | 17756165 | TotalExpenses |
| Excess Or Deficit For Year | -2530029 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2637581 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | -16077 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $806,537 | OtherAmount |
| Total Adjustments | 3428041 | TotalAdjustments |
| Excess Or Deficit Per FS | 898012 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15583946 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 0 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 101463 | OtherRevenues |
| Revenue Not Rptd F990 | 101463 | RevenueNotRptdF990 |
| Revenue Subtotal | 15482483 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -256347 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -256347 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15226136 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17756165 | 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 | 17756165 | 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 | 17756165 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The Trudeau Institute Endowment consists of three individual funds established for a variaty of purposes, which support the main objective of conducting biomedical research. The term endowment are those assets not subject to donor-imposed stipulations, which may be designated for specific purposes by action of the Board of Trustees. The Board designated (quasi) endowment provides earned income to be utilized for compensation to the Institute's Director. Income earned in excess of the stated purpose is available for general operating needs. The permanently restricted endowment is to be maintained in perpetuity to generate income for the Institute's operational needs. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | Trudeau Institute management evaluated the Institute's tax positions, including that the Institute is exempt from taxes and not subject to income taxes on unrelated business income, and concluded that the Institute had taken no tax positions that required adjustments in its financial statements. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Net realized gains - $164,522; Unrealized gain on interest swap -$101,463; Change in temporarily restricted net assets -($29,543); Change in permanently restricted net assets - $313,748; Rental expenses - $256,347. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Unrealized gain on interest rate swap - $101,463 |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Rental expense - $256,347 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Taras Gach | |||||||||||||
| 182604 | 0 | 0 | 0 | 0 | 0 | 24379 | 0 | 10471 | 0 | 217454 | 0 | 0 | 0 |
| Edward Pearce | |||||||||||||
| 190170 | 0 | 0 | 0 | 0 | 0 | 25311 | 0 | 10471 | 0 | 225952 | 0 | 0 | |
| Nelson Pleau | |||||||||||||
| 178383 | 0 | 0 | 0 | 0 | 0 | 23669 | 0 | 10471 | 0 | 212523 | 0 | 0 | 0 |
| Lisa Shovan | |||||||||||||
| 140818 | 0 | 0 | 0 | 0 | 0 | 18460 | 0 | 0 | 0 | 159278 | 0 | 0 | 0 |
| David Woodland | |||||||||||||
| 285665 | 0 | 0 | 0 | 0 | 0 | 31850 | 0 | 10471 | 0 | 327986 | 0 | 0 | 0 |
| Andrea Cooper | |||||||||||||
| 130563 | 0 | 0 | 0 | 0 | 0 | 17511 | 0 | 10471 | 0 | 158545 | 0 | 0 | 0 |
| Lawrence Johnson | |||||||||||||
| 135739 | 0 | 0 | 0 | 0 | 0 | 17348 | 0 | 0 | 0 | 153087 | 0 | 0 | 0 |
| Stephen Smiley | |||||||||||||
| 161673 | 0 | 0 | 0 | 0 | 0 | 21216 | 0 | 3960 | 0 | 186849 | 0 | 0 | 0 |
| Susan Swain | |||||||||||||
| 134390 | 0 | 0 | 0 | 0 | 0 | 14167 | 0 | 3631 | 0 | 152188 | 0 | 0 | |
| Marcia Woodland | |||||||||||||
| 142588 | 0 | 0 | 0 | 0 | 0 | 18564 | 0 | 0 | 0 | 161152 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L01a | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | Supported by written contract agreement, the former Director (continuing as a Senior Faculty Member) resided in Institute housing. The value of rent was transacted as a fringe benefit and accounted for as gross up in taxable compensation. | Explanation |
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 Dr. Woodland, Officer | Relationship |
| Amount Of Transaction | 142588 | 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, Faculty Member. |
| F990_P06_S0B_L11a | Form 990, Part VI, Section B, Line 11a | The IRS Form 990 is prepared internally by the Chief Financial Officer. It is reviewed by the Director and the Board of Trustees Audit Committee. Upon completion of this review, it is then forwarded to all members of the Board of Trustees and officially filed with the Internal Revenue Service. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | On an annual basis, Officers, the Director and Members of the Board of Trustees receive a a copy of the Trudeau Institute Conflict of Interest Policy. Each person is required to submit a signed certification that they have read, understand and agree to comply with the policy. Trudeau Institute continues to monitor and enforce compliance through the annual meeting process, readdressing the requirements of the Officers, Directors and Trustees duty to disclose any prospective or current arrangement that may present a potential conflict of interest. If and when there is a disclosure, a process is taken by the Board of Trustees to ascertain the validity of the potential conflict and to enforce compliance with the policy. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The process for determining 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 is defined through December 2012. The process for determining the compensation of all other officers is completed annually. This process also uses comparable data from similar organizations and requires review and approval by the Director of the Institute and 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 regualtory agencies, the federal and state governments and upon request to various interested parties. Financial statements, governing documents and Institute policies are in the care of the Treasurer and Secretary and are made available upon request. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Net realized gains on investments - $164,522; Unrealized gains on investments - $2,637,581; Investment fees - ($16,077); Unrealized gain on interest rate swap -$101,463; Change in temporarily restricted net assets - ($29,543); Change in permanently restricted net assets - $313,748; Rental expense -$256,346. |
Comments