SALK INSTITUTE FOR BIOLOGICAL STUDIES: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SALK INSTITUTE FOR BIOLOGICAL STUDIES (EIN 95-2160097)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-16
- IRS object ID
- 201110759349300511
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-16T11:54:22-04:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4370 LA JOLLA VILLAGE DRIVE STE 500 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952160097 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Salk Institute for Biological Studies | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SALK | NameControl |
| Phone | 8584534100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 85800 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 921865800 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kim E Witmer | Name |
| Title | Sr. VP/CFO/Treasurer | Title |
| Date Signed | 2011-03-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8585357200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM BRODY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 NO TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 920371099 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 154519760 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.salk.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Basic research in the following: Molecular biology & genetics, neuroscience, and plant biology. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 988 | TotalNbrEmployees |
| Total Nbr Volunteers | 112 | TotalNbrVolunteers |
| Total Gross UBI | 44457 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 43457 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 87583830 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 114311375 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3687591 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5553384 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 9016090 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2147694 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 92912329 | TotalRevenuePriorYear |
| Total Revenue Current Year | 122012453 | 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 | 60299662 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 62161799 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3488217 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 40095243 | OtherExpensePriorYear |
| Other Expenses Current Year | 41589827 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 100394905 | TotalExpensesPriorYear |
| Total Expenses Current Year | 103751626 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -7482576 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 18260827 | RevenuesLessExpensesCY |
| Total Assets BOY | 229977288 | TotalAssetsBOY |
| Total Assets EOY | 282360647 | TotalAssetsEOY |
| Total Liabilities BOY | 67005302 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 89429170 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 162971986 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 192931477 | NetAssetsOrFundBalancesEOY |
| Mission Description | Involved in research activities, the objectives of which are the advancement and dissemination of knowledge relevant to the health and well being of man. The objectives are met primarily through research and advanced instruction in (a) biology, (b) the cause, prevention and cure of diseases, and (c) the factors and circumstances conducive to the fulfillment of man's biological potential. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 87928146 | Expense |
| Description | List of Accomplishments 1. Nuclear pore complexes harbor new class of gene regulators, offer clues to gene expression and cancer Nuclear pore complexes are best known as the communication channels that regulate the passage of all molecules to and from a cell's nucleus. Salk researchers have shown that some of the pores' constituent proteins, called nucleoporins, pull double duty as transcription factors regulating the activity of genes active during early development. This is the first time nucleoporins' gene regulatory function has been demonstrated in multicellular organisms, and these findings, reported in Cell, not only reveal a new class of transcription factors but may offer new insights into the mechanisms behind cancer. 2. Stress peptide and receptor may have role in diabetes The neuropeptide corticotropin-releasing factor (CRF) makes cameo appearances throughout the body, but its leading role is as the opening act in the stress response, jump-starting the process along the hypothalamus-pituitary-adrenal (HPA) axis. Salk Institute researchers have found that CRF also plays a part in the pancreas, where it increases insulin secretion and promotes the division of the insulin-producing beta cells. These findings, published in Proceedings of the National Academy of Sciences, may provide new insights into diabetes, particularly type 1, as well as suggest novel targets for drug intervention. 3. The mouse with a human liver: a new model for the treatment of liver disease How do you study-and try to cure in the laboratory-an infection that only humans can get? A team led by Salk Institute researchers has done it by generating a mouse with an almost completely human liver. This "humanized" mouse is susceptible to human liver infections and responds to human drug treatments, providing a new way to test novel therapies for debilitating human liver diseases and other diseases with liver involvement such as malaria. The scientists found that they not only can infect the humanized mouse with Hepatitis B and Hepatitis C, but can then successfully treat this infection using typical drugs. This study shows a real application for the mouse model, making it relevant from both academic and clinical perspectives. The researchers' findings were published in the online edition of the Journal of Clinical Investigation. 4. The pre-history of life: elegantly simple organizing principles seen in ribosomes With few exceptions, all known forms of life on earth rely on the same genetic code to specify the amino acid composition of proteins. Although different hypotheses abound, just how individual amino acids were assigned to specific three-letter combinations or codons during the evolution of the genetic code is still subject to speculation. Taking their hints from relics of this evolution left behind in modern cells, researchers at the Salk Institute concluded that after only two waves of "matching" and some last-minute fiddling, all 20 commonly used amino acids were firmly linked with their respective codons, setting the stage for the emergence of proteins with unique, defined sequences and properties. Their findings, published in the online edition of the Proceedings of the National Academy of Sciences, provide the first in vivo data shedding light on the origin and evolution of the genetic code. 5. Zebrafish study with human heart implications: Cellular grown-ups outperform stem cells in cardiac repair Bony fish like the tiny zebrafish have a remarkable ability that mammals can only dream of: if you lop off a chunk of their heart, they swim sluggishly for a few days but within a month appear perfectly normal because they have healed themselves. How they accomplish this--or, more importantly, why we can't--is one of the significant questions in regenerative medicine today. In a paper published in Nature, researchers at the Salk Institute and the Center of Regenerative Medicine in Barcelona (CMRB) identified a fish heart cell population that is the source of this astonishing healing feat, a finding that could provide insight into how mammalian hearts might be coaxed into repairing themselves after injury brought on by heart attack. 6. Work-life balance: Brain stem cells need their rest too Stem cells in the brain remain dormant until called upon to divide and make more neurons. However, little has been known about the molecular guards that keep them quiet. Scientists from the Salk Institute recently identified the signal that prevents stem cells from proliferating, protecting the brain against too much cell division and ensuring a pool of neural stem cells that lasts a lifetime. The research, published in Cell Stem Cell, highlights the importance of bone morphogenetic factor protein (BMP) signaling for the maintenance of a neural stem cell reservoir throughout adult life and may provide the key to understanding the interplay between exercise, aging and neurogenesis. 7. Connecting the dots: How light receptors get their message across For a plant, light is life. It drives everything from photosynthesis to growth and reproduction. Yet the chain of molecular events that enables light signals to control gene activity and ultimately a plant's architecture remained a mystery. A team of researchers from the Salk Institute and Duke University have now identified the courier that gives the signal to revamp the plant's gene expression pattern after photoreceptors have been activated by light. Their findings, published in Cell, bring scientists a photon closer to being able to harness plants' phenotypic plasticity to help boost agricultural yields and manage weeds under challenging growing conditions. 8. Language as a window into sociability Brainwave activity associated with language processing differs sharply in two disorders with opposite social profiles. People with Williams syndrome, known for their indiscriminate friendliness and ease with strangers, process spoken language differently from people with autism spectrum disorders--characterized by social withdrawal and isolation--found Salk researchers. Their findings, published in Social Cognitive and Affective Neuroscience, will help to generate more specific hypotheses regarding language perception and processing in both Williams syndrome and autism spectrum disorders, as well as the core mechanisms involved in the development of communication and social skills. 9. Use the common cold virus to target and disrupt cancer cells? When a cell is under stress, the tumor suppressor p53 springs into action, activating an army of foot soldiers that initiate a built-in "auto-destruct" mechanism that eliminates virus-infected or otherwise abnormal cells from the body. Maybe not surprisingly, the p53 tumor suppressor pathway is inactivated in almost every human cancer, allowing cells to escape normal growth controls. Yet there is still no rationally designed targeted cancer therapy to treat patients based on the loss of p53. A novel mechanism used by the adenovirus to sidestep the cell's suicide program could go a long way to explain how tumor suppressor genes are silenced in tumor cells and pave the way for a new type of targeted cancer therapy, researchers at the Salk Institute reported in the journal Nature. These new insights change the longstanding definition of how p53 is inactivated in adenovirus-infected cells and will finally allow investigators to develop true p53 tumor-selective oncolytic therapies. 10. Ticking of a cellular clock promotes seismic changes in the chromatin landscape associated with aging Like cats, human cells have a finite number of lives; once they divide a certain number of times, they change shape, slow their pace, and eventually stop dividing, a phenomenon called "cellular senescence." Biologists know that a cellular clock composed of structures at the chromosome end known as telomeres records how many "lives" a cell has expended. Until recently, however, they had not yet defined how the clock's ticking signals the approach of cellular oblivion. In a study published in Nature Structural and Molecular Biology, Salk researchers reported that as cells count down to senescence and telomeres wear down, their DNA undergoes massive changes in the way it is packaged. These changes likely trigger what we call "aging." 11. From eye to brain: Salk researchers map functional connections between retinal neurons at single-cell resolution By comparing a clearly defined visual input with the electrical output of the retina, researchers at the Salk Institute were able to trace for the first time the neuronal circuitry that connects individual photoreceptors with retinal ganglion cells, the neurons that carry visual signals from the eye to the brain. Their measurements, published in Nature, not only reveal computations in a neural circuit at the elementary resolution of individual neurons but also shed light on the neural code used by the retina to relay color information to the brain. Nobody has ev | Description |
| Total Program Service Expense | 87928146 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
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| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
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| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
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| Number Forms Transmitted With1096 | 129 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 988 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
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| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
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| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
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| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KIM E WITMER | NamePerson |
| Telephone Number | 8584534100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 NO TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 920371099 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Irwin M Jacobs Sr | ||||||||
| Chair | 3.0 | X | X | 0 | 0 | 0 | ||
| Theodore Waitt | ||||||||
| Vice Chair | 2.0 | X | X | 0 | 0 | 0 | ||
| William R Brody MD PhD | ||||||||
| President | 50.0 | X | X | 744041 | 0 | 91333 | ||
| Charles H Brandes | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Kim Campbell | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Linda L Chester | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Joanne Chory | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Frederick J Dotzler | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Gerald R Fink PhD | ||||||||
| Trustee/Non-Resident Fellow | 0.5 | X | 10000 | 0 | 0 | |||
| Richard C Helmstetter | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Jennifer L Howse | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Dean Kamen | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Greg E Lemke PhD | ||||||||
| Trustee/Professor | 50.0 | X | 206603 | 0 | 33407 | |||
| Nancy Lukitsh | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Corinne Mentzelopoulos | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Howard H Newman PhD | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Joseph P Noel | ||||||||
| Trustee | 0.5 | X | 56000 | 0 | 0 | |||
| Ralph S O'Connor | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Gerald S Parsky | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Frederick Paulsen PhD | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Caryl Philips | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Conrad T Prebys | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Ernest S Rady | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Mary Jane Salk | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Carla J Shatz PhD | ||||||||
| Trustee/Non-Resident Fellow | 0.5 | X | 10000 | 0 | 0 | |||
| Darlene M Shiley | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Jerre L Stead | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| David M Stone | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Geoffrey M Wahl PhD | ||||||||
| Trustee/Professor | 50.0 | X | 246588 | 0 | 47332 | |||
| Harvey P White | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Marna C Whittington PhD | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| M Faye Wilson | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Theodore Cranston | ||||||||
| Secretary | 2.0 | X | X | 0 | 0 | 0 | ||
| Marsha A Chandler PhD | ||||||||
| Exec. Vice Pres/COO | 50.0 | X | 445608 | 0 | 37434 | |||
| Julia A Miller JD | ||||||||
| Secretary/Gen. Counsel | 50.0 | X | 0 | 0 | 0 | |||
| Kim E Witmer | ||||||||
| Treasurer/Sr. VP/CFO | 50.0 | X | 281866 | 0 | 46675 | |||
| Wiley Vale PhD | ||||||||
| Professor | 50.0 | 316454 | 0 | 44578 | X | |||
| Inder Verma PhD | ||||||||
| Professor | 50.0 | 300618 | 0 | 43561 | X | |||
| Fred Gage PhD | ||||||||
| Professor | 50.0 | 300168 | 0 | 43561 | X | |||
| Anthony Hunter PhD | ||||||||
| Professor | 50.0 | 289062 | 0 | 47148 | X | |||
| Rebecca R Newman | ||||||||
| VP, Dev. & Inst Relations | 50.0 | 286565 | 0 | 43517 | X | |||
| Gary H Silverstein | ||||||||
| Former Officer | 0.0 | 104583 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3598156 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 478546 | TotalOtherCompensation |
| Number Individuals GT100 K | 84 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| UC REGENTS SAN DIEGO | |||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | Trng Program/Subcont | 2686394 |
| RUDOLPH SLETTEN INC | |||||
| 10955 VISTA SORRENTO PKWY | SAN DIEGO | CA | 92130 | General Contractor | 1231617 |
| SCRIPPS RESEARCH INSTITUTE | |||||
| 10550 NO TORREY PINES ROAD | LA JOLLA | CA | 92037 | SCIENTIFIC SUBCONTR. | 566592 |
| PACWEST SECURITY SERVICES | |||||
| 3303 HARBOR BLVD | COSTA MESA | CA | 92696 | SECURITY | 490855 |
| P2S ENGINEERING | |||||
| 5000 EAST SPRING STREET | LONG BEACH | CA | 90815 | ENGINEERING SERVICES | 473364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Fundraising Events | 845749 | FundraisingEvents |
| Government Grants | 62388258 | GovernmentGrants |
| All Other Contributions | 51077368 | AllOtherContributions |
| Noncash Contributions | 1568340 | NoncashContributions |
| Total Contributions | 114311375 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1565165 | TotalRevenueColumn |
| Exclusion | $1,565,165 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1929399 | TotalRevenueColumn |
| Exclusion | $1,929,399 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 36239042 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 32250823 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3988219 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3988219 | TotalRevenueColumn |
| Exclusion | $3,988,219 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 208145 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 845749 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 256484 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -48339 | TotalRevenueColumn |
| Exclusion | -$48,339 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| GLASS ART TOUR | 900099 | 210825 | $210,825 | |
| OIL ROYALTIES | 900099 | 7692 | $7,692 | |
| UBI(K-1 FLOW THROUGH INCOME) | 900099 | 44457 | 44457 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3660 | TotalRevenueColumn |
| Exclusion | $3,660 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 266634 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 122012453 | TotalRevenueColumn |
| Unrelated Business Revenue | 44457 | UnrelatedBusinessRevenue |
| Exclusion | $7,656,621 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2542014 | Total |
| Program Services | 585007 | ProgramServices |
| Management And General | 1751526 | ManagementAndGeneral |
| Fundraising | 205481 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44624609 | Total |
| Program Services | 38801399 | ProgramServices |
| Management And General | 4073296 | ManagementAndGeneral |
| Fundraising | 1749914 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3966470 | Total |
| Program Services | 3241358 | ProgramServices |
| Management And General | 563218 | ManagementAndGeneral |
| Fundraising | 161894 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7775859 | Total |
| Program Services | 6356411 | ProgramServices |
| Management And General | 1104132 | ManagementAndGeneral |
| Fundraising | 315316 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3252847 | Total |
| Program Services | 2658192 | ProgramServices |
| Management And General | 461888 | ManagementAndGeneral |
| Fundraising | 132767 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350383 | Total |
| Program Services | 133131 | ProgramServices |
| Management And General | 141673 | ManagementAndGeneral |
| Fundraising | 75579 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 574943 | Total |
| Program Services | 462393 | ProgramServices |
| Management And General | 112550 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195839 | Total |
| Management And General | 195839 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169201 | Total |
| Management And General | 169201 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5199771 | Total |
| Program Services | 4854221 | ProgramServices |
| Management And General | 282972 | ManagementAndGeneral |
| Fundraising | 62578 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17625 | Total |
| Program Services | 17625 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11811339 | Total |
| Program Services | 11139563 | ProgramServices |
| Management And General | 358630 | ManagementAndGeneral |
| Fundraising | 313146 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2428843 | Total |
| Program Services | 2006169 | ProgramServices |
| Management And General | 343569 | ManagementAndGeneral |
| Fundraising | 79105 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6481335 | Total |
| Program Services | 4829611 | ProgramServices |
| Management And General | 1501526 | ManagementAndGeneral |
| Fundraising | 150198 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 762620 | Total |
| Program Services | 679799 | ProgramServices |
| Management And General | 30394 | ManagementAndGeneral |
| Fundraising | 52427 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 843667 | Total |
| Program Services | 657842 | ProgramServices |
| Management And General | 96430 | ManagementAndGeneral |
| Fundraising | 89395 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13500 | Total |
| Program Services | 13500 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8303694 | Total |
| Program Services | 7491837 | ProgramServices |
| Management And General | 732569 | ManagementAndGeneral |
| Fundraising | 79288 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197991 | Total |
| Management And General | 197991 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SCIENTIFIC SUBCONTRACTS | 2475426 | 2475426 | ||
| REPAIRS & PARTS | 1485512 | 1430704 | 49658 | 5150 |
| UBI TAXES | 499 | 499 | ||
| OTHER EXPENSES | 277639 | 93958 | 167702 | 15979 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103751626 | Total |
| Program Services | 87928146 | ProgramServices |
| Management And General | 12335263 | ManagementAndGeneral |
| Fundraising | 3488217 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8853826 | BOY |
| EOY | 9892888 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18818039 | BOY |
| EOY | 24019050 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 696658 | BOY |
| EOY | 922470 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95000 | BOY |
| EOY | 30000 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1805300 | BOY |
| EOY | 1618493 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100953 | BOY |
| EOY | 136887 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 903638 | BOY |
| EOY | 979489 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 176277139 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 117403309 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56825762 | BOY |
| EOY | 58873830 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85525065 | BOY |
| EOY | 80516496 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52681711 | BOY |
| EOY | 76233941 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3671336 | BOY |
| EOY | 29137103 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229977288 | BOY |
| EOY | 282360647 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15344752 | BOY |
| EOY | 13805497 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10248872 | BOY |
| EOY | 10149807 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35751397 | BOY |
| EOY | 58684592 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5660281 | BOY |
| EOY | 6789274 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67005302 | BOY |
| EOY | 89429170 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48592081 | BOY |
| EOY | 60292274 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42190188 | BOY |
| EOY | 48789959 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72189717 | BOY |
| EOY | 83849244 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162971986 | BOY |
| EOY | 192931477 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229977288 | BOY |
| EOY | 282360647 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 87626170 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 88756153 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102548502 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 87583830 | CurrentTaxYearMinus1Year |
| Current Tax Year | 114311374 | CurrentTaxYear |
| Total | 480826029 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 87626170 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 88756153 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102548502 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 87583830 | CurrentTaxYearMinus1Year |
| Current Tax Year | 114311374 | CurrentTaxYear |
| Total | 480826029 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3809905 | AmountsSubstContributorsTotal |
| Public Support Total170 | 477016124 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1418249 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1641652 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1297051 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2714020 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3494564 | CurrentTaxYear |
| Total | 10565536 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 116343 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 145660 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 105259 | CurrentTaxYearMinus2Years |
| Current Tax Year | 44457 | CurrentTaxYear |
| Total | 411719 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2873 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2074 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22714 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3678 | CurrentTaxYearMinus1Year |
| Current Tax Year | 222177 | CurrentTaxYear |
| Total | 253516 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 492056800 | TotalSupport |
| Public Support Pertcentage170 | 0.96943 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96955 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $2,930 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 2930 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER ACTIVITIES | Identifier |
| Return Reference | PART II-B, LINE 1I | ReturnReference |
| Explanation | PAID MEMBERSHIP DUES TO RESEARCH AND BIOMEDICAL ORGANIZATIONS, A PORTION OF WHICH ARE CONSIDERED LOBBYING. ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES $ 720 CALIFORNIA HEALTHCARE INSTITUTE $1,250 NATIONAL ASSOCIATION FOR BIOMEDICAL RESEARCH $ 960 | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 71360759 | BeginningOfYearBalance |
| Contributions | 11356891 | Contributions |
| Investment Earnings Or Losses | 8833640 | InvestmentEarningsOrLosses |
| Other Expenditures | 2130745 | OtherExpenditures |
| End Of Year Balance | 89420545 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 83049682 | BeginningOfYearBalance |
| Contributions | 2721386 | Contributions |
| Investment Earnings Or Losses | -12462264 | InvestmentEarningsOrLosses |
| Other Expenditures | 1948045 | OtherExpenditures |
| End Of Year Balance | 71360759 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01090 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.98910 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1153930 | OtherCostOrOtherBasis |
| Book Value | 1153930 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 69755166 | OtherCostOrOtherBasis |
| Depreciation | 36260084 | Depreciation |
| Book Value | 33495082 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 47109382 | OtherCostOrOtherBasis |
| Depreciation | 37230976 | Depreciation |
| Book Value | 9878406 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 54765514 | OtherCostOrOtherBasis |
| Depreciation | 43912249 | Depreciation |
| Book Value | 10853265 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3493147 | OtherCostOrOtherBasis |
| Book Value | 3493147 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 58873830 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ALTERNATIVE INVESTMENTS | 76230828 | F |
| STOCKS NOT-PUBLICLY TRADED <5% | 3113 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 76233941 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| FUNDS HELD BY TRUSTEE | 25251219 |
| DEFERRED GIFTS | 2830126 |
| COSTS OF ISSUANCE | 1055758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 29137103 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RETIREMENT OBLIGATION | Description |
| Amount | $6,789,274 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6789274 | TotalOfAmounts |
| Total Revenue | 122012453 | TotalRevenue |
| Total Expenses | 103751626 | TotalExpenses |
| Excess Or Deficit For Year | 18260827 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 11698666 | NetUnrealizedGLOnInvestments |
| Other | -$10,177,563 | OtherAmount |
| Total Adjustments | 1521103 | TotalAdjustments |
| Excess Or Deficit Per FS | 19781930 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 122245530 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11698666 | NetUnrealizedGainsInvestments |
| Other Revenues | -11722073 | OtherRevenues |
| Revenue Not Rptd F990 | -23407 | RevenueNotRptdF990 |
| Revenue Subtotal | 122268937 | RevenueSubtotal |
| Other Revenues Not Included | -256484 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -256484 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 122012453 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 102463600 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -1288026 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -1288026 | ExpensesNotRptdF990 |
| Expenses Subtotal | 103751626 | ExpensesSubtotal |
| Total Expenses Per Form990 | 103751626 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHANGE IN NET ASSETS | Part XI, Line 8 | Investment gains in excess of amount designated for current operations under spending policy - ($11,722,073) Postretirement benefit changes other than net periodic benefit cost - $955,978 Debt defeasance costs - $588,532 |
| RECONCILIATION OF REVENUE PER AUDITED FS WITH REVENUE PER RETURN | Part XII, Line 2d | Investment gains in excess of amount designated for current operations - ($11,722,073) |
| Reconciliation of Revenue per Audited FS with Revenue per Return | Part XII, Line 4b | Fundraising events expenses - ($256,484) |
| ENDOWMENT FUNDS USES | PART V, LINE 4 | ENDOWMENT INCOME INTENDED TO BE USED FOR RESEARCH, OPERATING, AND LECTURESHIP EXPENSES. |
| Reconciliation of Expenses per Audited FS with Expenses per Return | Part XIII, Line 2d | Postretirement benefit changes other than net periodic benefit cost - ($955,978) Debt Defeasance costs - ($588,532) Fundraising events expenses netted with revenues on return on Part VIII, line 8b - $256,484 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Central America and the Caribbean | Program Services | Attended conference | 5832 |
| East Asia and the Pacific | Program Services | Attended conference | 24247 |
| Europe (Including Iceland and Greenland) | Program Services | Attended conference | 95226 |
| Europe (Including Iceland and Greenland) | Program Services | Scientific subcontract | 248829 |
| North America | Program Services | Attended conference | 1970 |
| South America | Program Services | Attended conference` | 31886 |
| Europe (Including Iceland and Greenland) | Fundraising | ||
| Central America and the Caribbean | Investments |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Amount Spent | 407990 | TotalAmountSpent |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CONCERT | NameOfEvent1 |
| Gross Receipts Event1 | 787449 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 640249 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 147200 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 66040 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 120000 | EntertainmentEvent1 |
| Name Of Event2 | GALA DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 215845 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 182500 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 33345 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 34454 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 12500 | EntertainmentEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 50600 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 23000 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 27600 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 23490 | FoodAndBeverageOtherEvents |
| Gross Receipts Total | 1053894 | GrossReceiptsTotal |
| Charitable Contributions Total | 845749 | CharitableContributionsTotal |
| Gross Revenue Total Events | 208145 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 123984 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 132500 | EntertainmentTotalEvents |
| Direct Expense Summary Events | 256484 | DirectExpenseSummaryEvents |
| Net Income Summary | -48339 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| William R Brody MD PhD | |||||||||||||
| 536743 | 0 | 0 | 0 | 207298 | 0 | 83333 | 0 | 8000 | 0 | 835374 | 0 | 0 | 0 |
| Greg E Lemke PhD | |||||||||||||
| 200138 | 0 | 0 | 0 | 6465 | 0 | 28221 | 0 | 5186 | 0 | 240010 | 0 | 0 | 0 |
| Geoffrey M Wahl PhD | |||||||||||||
| 234774 | 0 | 0 | 0 | 11814 | 0 | 33758 | 0 | 13574 | 0 | 293920 | 0 | 0 | 0 |
| Marsha A Chandler PhD | |||||||||||||
| 390176 | 0 | 0 | 0 | 55432 | 0 | 35750 | 0 | 1684 | 0 | 483042 | 0 | 0 | 0 |
| Kim E Witmer | |||||||||||||
| 279544 | 0 | 0 | 0 | 2322 | 0 | 33843 | 0 | 12832 | 0 | 328541 | 0 | 0 | 0 |
| Wiley Vale PhD | |||||||||||||
| 306096 | 0 | 0 | 0 | 10358 | 0 | 34891 | 0 | 9687 | 0 | 361032 | 0 | 0 | 0 |
| Inder Verma PhD | |||||||||||||
| 297096 | 0 | 0 | 0 | 3522 | 0 | 33875 | 0 | 9686 | 0 | 344179 | 0 | 0 | 0 |
| Fred Gage PhD | |||||||||||||
| 297096 | 0 | 0 | 0 | 3072 | 0 | 33875 | 0 | 9686 | 0 | 343729 | 0 | 0 | 0 |
| Anthony Hunter PhD | |||||||||||||
| 263954 | 0 | 0 | 0 | 25108 | 0 | 33575 | 0 | 13573 | 0 | 336210 | 0 | 0 | 0 |
| Rebecca R Newman | |||||||||||||
| 283001 | 0 | 0 | 0 | 3564 | 0 | 33831 | 0 | 9686 | 0 | 330082 | 0 | 0 | 0 |
| Gary H Silverstein | |||||||||||||
| 0 | 0 | 0 | 0 | 104583 | 0 | 0 | 0 | 0 | 0 | 104583 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Questions Regarding Compensation | Part I, Line 1b | First-class or charter travel: Marsha Chandler, EVP/COO - $2,763. Not reported on W-2 (accountable plan). Housing allowance or residence for personal use: In lieu of providing housing to the President; reported on his Form W-2. |
| Severance Payment | Part I, Line 4a | Gary H. Silverstein - $104,583 |
| Supplemental Nonqualified Retirement Plan | Part I, Line 4b | Deferred compensation plan (section 457(f)) was estabished for the President. The Institute's contribution to the plan and the earnings from the contribution will become 100% vested upon the President's completion of 5 years of service. |
| Non-fixed payments | Part I, Line 7 | Marsha Chandler, EVP/COO - $52,000 supplemental payment for additional duties while hiring a President Anthony Hunter, Professor - $10,000 for additional duties as Cancer Center Director |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| CA Statewide Community Development Authority | ||||||
| 680164610 | 130911S92 | 2005-08-11 | 25712839 | Refinance of research building | false | false |
| County of San Diego | ||||||
| 956000934 | 797391R50 | 2010-05-27 | 37207949 | Refinance and central plant expans | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount DefeasedAmountDefeased | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|
| 25712839 | 686939 | true | false | true | true | |||
| 37207949 | 523682 | true | false | false | true | 12942020 | 23742247 | 2012 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged |
|---|---|---|---|---|---|---|---|---|
| 0.00000 | 0.00000 | 0.00000 | true | |||||
| 0.00000 | 0.00000 | 0.00000 | true | false | true | false | true | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | true |
| false | false | false | false | false | true |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOSEPH NOEL | NamePerson |
| Purpose Of Loan | HOME LOAN | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $150,000 | OriginalPrincipalAmount |
| Balance Due | 30000 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 30000 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII (3 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| Joseph P Noel | Trustee | 10000 | Faculty chair |
| Joseph P Noel | Trustee | 15000 | Loan forgivenes |
| Joseph P Noel | Trustee | 31000 | Scholarship |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1568340 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Selling noncash contributions | Identifier |
| Return Reference | Part I, Line 32b | ReturnReference |
| Explanation | All stock donations are directed to a broker who in turn sells the stocks upon direction by the Chief Financial Officer. The gift is valued based on the market value as of the donation date. After the stock is sold, the broker remits the net amount to the organization. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GOVERNING BODY AND MANAGEMENT | FORM 990, PART VI, SECTION A, LINES 6, 7a, 7b | LINE 6: MEMBERSHIP OF THE CORPORATION CONSISTS OF THE PERSONS ELECTED TO THE BOARD OF TRUSTEES AND THREE MEMBERS FROM AMONG THE RESIDENT AND NON-RESIDENT FELLOWS AND PROFESSORS CHOSEN AND ELECTED ANNUALLY BY THE RESIDENT AND NON-RESIDENT FELLOWS AND PROFESSORS. LINE 7a: THE MEMBERS OF THE CORPORATION ELECT THE TRUSTEES. LINE 7b: THE MEMBERS OF THE CORPORATION MAY ALTER, AMEND, OR REPEAL THE BY-LAWS BY VOTE. |
| POLICIES | FORM 990, PART VI, SECTION B, LINES 11A, 12C AND 15A/B | LINE 11A: THE FORM 990 IS PREPARED BY THE INSTITUTE, INTERNALLY REVIEWED BY THE SR. DIRECTOR OF FINANCE AND THE CHIEF FINANCIAL OFFICER AND EXTERNALLY REVIEWED BY THE TAX DEPARTMENT OF A PUBLIC ACCOUNTING FIRM. A COPY OF THE PREPARED FORM 990 IS PROVIDED TO ALL BOARD MEMBERS AND THE AUDIT COMMITTEE FOR REVIEW, DISCUSSION, AND APPROVAL OF THE FORM 990 PRIOR TO ELECTRONIC FILING. LINE 12C: MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ANNUALLY, THE CONFLICT OF INTEREST DISCLOSURE STATEMENT IS SENT OUT FOR COMPLETION BY THE MEMBERS OF THE BOARD OF TRUSTEES, SENIOR MEMBERS OF ADMINISTRATION, ALL NON-RESEARCH STAFF, AND RESEARCHERS. THE DESIGNATED OFFICIAL FOR EACH GROUP REVIEWS THE COMPLETED FORM AND BRINGS ANY POTENTIAL CONFLICT OF INTEREST TO THE RESPECTIVE COMMITTEES FOR REVIEW. UPON DETERMINATION THAT A CONFLICT OF INTEREST EXISTS, THE FOLLOWING CONDITIONS OR RESTRICTIONS MAY BE IMPOSED: A. MONITORING OF ACTIVITIES GENERATING THE CONFLICT BY ANOTHER MEMBER B. DISQUALIFICATION FROM PARTICIPATION IN THE ACTIVITIES GIVING RISE TO THE CONFLICT C. MODIFICATION OF RESPONSIBILITIES TO AVOID CONFLICTS D. PUBLIC DISCLOSURE OR DIVESTITURE OF SIGNIFICANT FINANCIAL INTERESTS E. MODIFICATION OF THE RESEARCH PLAN OR REMOVAL OF THE AFFECTED RESEARCHER FROM THE RESEARCH F. SEVERANCE OF RELATIONSHIP THAT CREATES ACTUAL OR POTENTIAL CONFLICTS G. TERMINATION OF EMPLOYMENT. LINE 15A/B: DETERMINING COMPENSATION OF CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION AN INDEPENDENT CONSULTANT WAS RETAINED BY THE SALK INSTITUTE TO ADVISE ON COMPENSATION ISSUES. MARKET ANALYSIS ON THE COMPETITIVENES OF THE BASE SALARY AND TOTAL COMPENSATION (INCLUDING BENEFITS) FOR THE CEO (2008), EVP (2008), AND CFO (2007) WERE CONDUCTED. THE INDEPENDENT CONSULTANT EVALUATED TOTAL COMPENSATION COMPARED TO LIKE ROLES AMONG OGANIZATIONS PROVIDING SUBSTANTIALLY SIMILAR SERVICES IN THE RESEARCH INDUSTRY, INCLUDING BOTH FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. THEY CONSIDERED THE SIZE AND SCOPE OF OPERATIONS, ORGANIZATIONAL COMPLEXITY, AND THE SKILLS AND QUALIFICATIONS OF THE INCUMBENTS. THE CONSULTANT GAVE THE OPINION THAT THE TOTAL COMPENSATION FALLS WELL WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES. THE CONSULTANT'S REPORTS WERE REVIEWED BY THE EXECUTIVE COMMITTEE WHICH SERVED AS THE COMPENSATION COMMITTEE, EXCLUDING PERSONS WITH A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION PACKAGE WERE INCLUDED IN THE MINUTES OF THE EXECUTIVE COMMITTEE MEETING. A COPY OF THE CONSULTANT'S REPORTS WAS ATTACHED TO THE MINUTES OF THE MEETING. |
| DISCLOSURE | FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, THE OFFICE OF THE CHIEF FINANCIAL OFFICER MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY. FINANCIAL STATEMENTS ARE AVAILABLE ON THE SALK WEB SITE. |
| REFUNDED ISSUES | Schedule K, Part I, Lines A and B, Column (f) | Line A: Refunded issue dated 03/30/94 Line B: Refunded issue dated 04/13/00 |
| LEASE ARRANGEMENTS | SCHEDULE K, PART III, Line 2B | THE SOLE CONTRACT WHICH MIGHT BE DEEMED A LEASE RESULTING IN PRIVATE BUSINESS USE IS A CONTRACT WITH THE CAFETERIA VENDOR, WHICH WOULD NOT BE CONSIDERED PRIVATE BUSINESS USE PURSUANT TO C.F.R. S1.141-3(D)(3)(ii) IF THE TERM OF THE USE UNDER THE ARRANGEMENT, INCLUDING ALL RENEWAL OPTONS, WAS NOT LONGER THAN 50 DAYS. THE CURRENT AGREEEMENT PROVIDES FOR A TERM OF 60 DAYS, AND IS RENEWABLE ONLY UPON BOTH PARTIES' AGREEMENT. THE SALK INSTITUTE INTENDS TO AMEND ITS ARRANGEMENT WITH THE VENDOR TO PROVIDE FOR A TERM OF 50 DAYS OR LESS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA JOLLA BIOLOGICAL LABORATORIES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 85800 - FINANCE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92186 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953655649 | EIN |
| Primary Activities | Research | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALK INSTITUTE COMMERCIAL SERVICES CORP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 85800 - FINANCE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921865800 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232159172 | EIN |
| Primary Activity | MGMT SERVICES | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | -2818 | ShareOfTotalIncome |
| Share Of EOY Assets | 62442 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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