LA JOLLA INSTITUTE FOR IMMUNOLOGY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LA JOLLA INSTITUTE FOR IMMUNOLOGY (EIN 33-0328688)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-11
- IRS object ID
- 201113159349303966
- Schema version
- 2010v3.4
- 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 J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T17:14:22-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 WEST BROADWAY SUITE 700 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921018590 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330328688 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA JOLLA INSTITUTE FOR ALLERGY & IMMUNOLOGY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAJO | NameControl |
| Phone | 8587526500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | 301510 | Name |
| Title | EVP/COO | Title |
| Phone | 8587526500 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANA J MCCUTCHEN | Name |
| Phone | 6192326500 | Phone |
| 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 | CHARLES CARPOWICH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 43646609 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LIAI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | BIOMEDICAL RESEARCH MAKING BREAKTHROUGH DISCOVERIES LEADING TO NEW TREATMENTS AND CURES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 393 | TotalNbrEmployees |
| Total Nbr Volunteers | 9 | TotalNbrVolunteers |
| Total Gross UBI | 246498 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 60812 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 34487640 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 38763253 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3904985 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4264931 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 186114 | InvestmentIncomePriorYear |
| Investment Income Current Year | 102355 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1865407 | OtherRevenuePriorYear |
| Other Revenue Current Year | 501829 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 40444146 | TotalRevenuePriorYear |
| Total Revenue Current Year | 43632368 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6710 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21706140 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 24616497 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 290635 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 19223219 | OtherExpensePriorYear |
| Other Expenses Current Year | 21197504 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 40936069 | TotalExpensesPriorYear |
| Total Expenses Current Year | 45816501 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -491923 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2184133 | RevenuesLessExpensesCY |
| Total Assets BOY | 25773788 | TotalAssetsBOY |
| Total Assets EOY | 30922104 | TotalAssetsEOY |
| Total Liabilities BOY | 7513259 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14845708 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18260529 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16076396 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AT THE LA JOLLA INSTITUTE, OUR PURPOSE IS MAKING BREAKTHROUGH DISCOVERIES TOWARD NEW TREATMENTS OR CURES TO END THE SUFFERING WROUGHT BY THE HOST OF DISEASES RELATED TO IMMUNE SYSTEM FUNCTION. THESE RANGE FROM TYPE 1 DIABETES TO INFECTIOUS DISEASES TO CANCER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 40566382 | Expense |
| Grants | 2500 | Grants |
| Revenue | 4264931 | Revenue |
| Description | THE LA JOLLA INSTITUTE IS A NONPROFIT BIOMEDICAL RESEARCH INSTITUTE DEDICATED TO FIGHTING DISEASE THROUGH CUTTING-EDGE IMMUNOLOGY RESEARCH. SPECIFICALLY, OUR RESEARCHERS FOCUS ON UNDERSTANDING THE IMMUNE RESPONSE TO INFECTIOUS DISEASES AND CANCERS AND TO ADVANCING PROGRESS TOWARD THE PREVENTION, TREATMENT AND CURE OF NUMEROUS DISEASES RELATED TO IMMUNE SYSTEM FUNCTION. IMMUNE SYSTEM DISORDERS AFFECT MILLIONS AND INCLUDE MANY OF SOCIETY'S MOST DEBILITATING ILLNESSES. (SEE SCHEDULE O FOR CONTINUATION) OUR RESEARCH FOCUSES ON FIVE MAJOR DISEASE AREAS: 1. AUTOIMMUNE DISEASES SUCH AS TYPE 1 DIABETES AND RHEUMATOID ARTHRITIS 2. CANCER AND STIMULATING ANTI-TUMOR RESPONSES 3. INFECTIOUS DISEASES SUCH AS TUBERCULOSIS, FLU AND DENGUE VIRUS 4. ALLERGY AND ASTHMA AND CONTROLLING HARMFUL IMMUNE REACTIONS 5. VASCULAR IMMUNOLOGY INCLUDING HEART DISEASE AND TYPE 2 DIABETES.REGARDED AS A LEADING IMMUNOLOGY RESEARCH INSTITUTE, THE LA JOLLA INSTITUTE FOR ALLERGY & IMMUNOLOGY (LIAI) BRINGS TO BEAR A COMPREHENSIVE RESEARCH EFFORT TO UNDERSTAND THE DIVERSE ASPECTS OF IMMUNE-MEDIATED DISEASES AND TO ADVANCE PROGRESS TOWARD THEIR PREVENTION, TREATMENT AND CURE. IMMUNE SYSTEM DISORDERS AFFECT MILLIONS AND INCLUDE MANY OF SOCIETY'S MOST DEBILITATING ILLNESSES. THESE RANGE FROM CHRONIC, SEVERE AUTOIMMUNE DISORDERS SUCH AS RHEUMATOID ARTHRITIS, TYPE 1 DIABETES, MULTIPLE SCLEROSIS AND CROHN'S DISEASE TO IMMUNE SYSTEM MALFUNCTIONS UNDERLYING HEART DISEASE AND CANCER, THE NATION'S NO. 1 AND NO. 2 KILLERS RESPECTIVELY. ITS RESEARCHERS ALSO EXPLORE HOW THE IMMUNE SYSTEM RESPONDS TO INFECTIOUS DISEASES AND IS USING THIS KNOWLEDGE TO ADVANCE THE DEVELOPMENT OF NEW VACCINES. A NONPROFIT, THE INSTITUTE WAS FOUNDED IN 1988 AND IS HOME TO 22 INDEPENDENT LABORATORIES, EACH OPERATED BY A LEADING SCIENTIST WHO OVERSEES RESEARCH EFFORTS TO ANALYZE IMMUNE SYSTEM FUNCTIONING. SUPPORTING THESE EFFORTS ARE THE INSTITUTE'S MORE THAN 300 EMPLOYEES -- NEARLY HALF OF WHOM HOLD DOCTORAL DEGREES (PH.D. OR M.D.) FROM NUMEROUS COUNTRIES AROUND THE WORLD. ALTHOUGH RELATIVELY YOUNG, THE INSTITUTE HAS ACCOMPLISHED MUCH IN ITS SHORT HISTORY, AND WAS RECENTLY RANKED AMONG TOP FIVE ORGANIZATIONS FOR RESEARCH IMPACT IN IMMUNOLOGY WORLDWIDE (AS MEASURED BY CITATIONS PER PUBLICATION) BY THE RATING AGENCY THOMSON REUTERS. IN ADDITION, THREE OF ITS SCIENTISTS ARE AMONG THE MOST HIGHLY CITED IMMUNOLOGISTS IN THE WORLD -- A DISTINCTION HELD BY LESS THAN ONE HALF OF ONE PERCENT OF ALL PUBLISHING SCIENTIFIC AUTHORS. SEVERAL OF ITS FACULTY MEMBERS ALSO SERVE ON NATIONAL INSTITUTES OF HEALTH (NIH) GRANT REVIEW PANELS, APPOINTMENTS THAT SIGNAL A HIGH DEGREE OF RESPECT FROM PEERS. ITS SCIENTISTS ALSO REGULARLY PUBLISH RESEARCH PAPERS DESCRIBING THEIR LATEST FINDINGS, MANY OF THESE APPEARING IN THE MOST PRESTIGIOUS SCIENTIFIC JOURNALS.THE INSTITUTE RECEIVES THE MAJORITY OF ITS FUNDING THROUGH COMPETITIVE RESEARCH GRANTS FROM THE NIH AND IS GROWING ITS PHILANTHROPIC OPPORTUNITIES TO FULFILL PRIORITY NEEDS. THIS INCLUDES FUNDING FOR NEW AREAS OF RESEARCH, CUTTING-EDGE TECHNOLOGIES AND CONTINUING RECRUITMENT OF THE VERY BEST SCIENTISTS.IT IS GUIDED BY A 14-MEMBER BOARD OF DIRECTORS, WHICH HAS INCLUDED FIVE MEMBERS OF THE NATIONAL ACADEMY OF SCIENCES. A SCIENTIFIC ADVISORY BOARD OF DISTINGUISHED OUTSIDE SPECIALISTS CONDUCTS ANNUAL EVALUATIONS OF SCIENTIFIC PROGRESS AND REVIEWS FUTURE RESEARCH OBJECTIVES.LA JOLLA INSTITUTE RESEARCHERS CONTINUED TO MAKE IMPRESSIVE RESEARCH ADVANCEMENTS IN 2010, WITH MORE THAN 150 RESEARCH PAPERS PUBLISHED IN SCIENTIFIC JOURNALS. THE HIGHEST ANNUAL TOTAL IN THE INSTITUTE'S HISTORY. SCIENTIFIC PAPERS-IN WHICH RESEARCHERS EXPLAIN THEIR LATEST FINDINGS-MUST GO THROUGH A RIGOROUS PEER-REVIEW PROCESS PRIOR TO PUBLICATION.THE INSTITUTE'S MAJOR PUBLISHED FINDINGS IN 2010 ILLUSTRATE THE RANGE AND POWER OF IMMUNOLOGY RESEARCH. SOME EXAMPLES INCLUDE DR. ANJANA RAO'S FINDING OF AN ENZYME MUTATION THAT PLAYS A MAJOR ROLE IN TUMOR FORMATION IN CERTAIN BLOOD CANCERS, PUBLISHED IN THE JOURNAL NATURE, DR. CATHERINE HEDRICK'S DISCOVERY OF AN IMPORTANT NEW CELLULAR PLAYER THAT COULD LEAD TO NEW THERAPIES THAT REDUCE DIABETES' SEVERITY, PUBLISHED IN THE JOURNAL OF CLINICAL INVESTIGATION, AND DR. SUJAN SHRESTA'S RESEARCH, WHICH PROVED A LONG-HELD AND CONTROVERSIAL HYPOTHESIS THAT SOME ANTIBODIES CAN BE HARMFUL IN DENGUE VIRUS INFECTION. HER WORK, PUBLISHED IN CELL HOST & MICROBE, IS INFLUENCING DENGUE VACCINE DEVELOPMENT WORLDWIDE. IN ADDITION, FIVE POTENTIAL THERAPIES, BASED ON INSTITUTE DISCOVERIES, ADVANCED IN THE PHARMACEUTICAL PIPELINE IN 2010, THREE OF THEM IN CLINICAL TRIALS. THESE INCLUDE ONE TRIAL BEING LED BY INSTITUTE SCIENTIST DR. JOEL LINDEN ON SICKLE CELL DISEASE, A DEVASTATING DISEASE THAT AFFECTS SEVERAL MILLION PEOPLE WORLDWIDE. OTHER MAJOR HIGHLIGHTS IN 2010 INCLUDED THE INSTITUTE'S RECEIPT OF A $12.6 MILLION NIH GRANT TO DEVELOP AN RNA INTERFERENCE (RNAI) CENTER FOR GENETIC TESTING. RNAI IS A NOBEL PRIZE-WINNING TECHNOLOGY THAT ALLOWS SCIENTISTS TO EXPLORE NEW WAYS OF DISRUPTING DISEASE PROCESSES BASED ON ALTERING GENE FUNCTION. IN RECEIVING THE CENTER GRANT, THE LA JOLLA INSTITUTE SUCCEEDED IN A HIGHLY COMPETITIVE GRANT PROCESS, WHICH INCLUDED THOUSANDS OF APPLICATIONS ENCOMPASSING ALL BIOMEDICAL RESEARCH DISCIPLINES. THE CENTER, SLATED TO OPEN IN 2011, WILL BE ONE OF A SMALL, SELECT GROUP OF DEDICATED RNAI FACILITIES WORLDWIDE. ALSO IN 2010, THE INSTITUTE'S INFECTIOUS DISEASE EFFORTS CONTINUED TO MAKE IMPRESSIVE GAINS. A TEAM OF LA JOLLA INSTITUTE RESEARCHERS ARE CHARTING NEW TERRITORY IN THE WORLDWIDE SCIENTIFIC BATTLE AGAINST TUBERCULOSIS, A DANGEROUS INFECTIOUS DISEASE THAT KILLS ABOUT 1.7 MILLION PEOPLE WORLDWIDE EACH YEAR. AS PART OF A MULTI-MILLION DOLLAR PROJECT, FUNDED IN 2009 BY THE NIH, INSTITUTE RESEARCHERS BEGAN MAPPING THE BODY'S IMMUNE RESPONSE TO THE TUBERCULOSIS BACTERIA, MARKING THE FIRST TIME THIS MASSIVE EFFORT HAS EVER BEEN UNDERTAKEN. BY ILLUMINATING PREVIOUSLY UNKNOWN CELLULAR PLAYERS IN THE BODY'S TUBERCULOSIS DEFENSE, INSTITUTE RESEARCHERS HOPE TO FIND IMPORTANT CANDIDATES FOR DEVELOPING A NEW AND BETTER VACCINE. LA JOLLA INSTITUTE RESEARCHERS ARE ALSO WORKING TOWARD THE CREATION OF FIRST-EVER VACCINES FOR MALARIA AND DENGUE VIRUS. IN ADDITION TO THEIR RESEARCH ACTIVITIES IN 2010, INSTITUTE SCIENTISTS ALSO LECTURED AT MEDICAL RESEARCH SEMINARS THROUGHOUT THE WORLD AND ORGANIZED NUMEROUS SCIENTIFIC CONFERENCES. WHILE IT IS DIFFICULT TO DETERMINE THE NUMBER OF PERSONS BENEFITED BECAUSE OF THE BROAD APPLICABILITY OF THE LA JOLLA INSTITUTE'S FINDINGS AND ACCOMPLISHMENTS, THE INSTITUTE ESTIMATES THAT THOUSANDS OF RESEARCH AND CLINICAL SCIENTISTS ATTENDED THE ABOVE MENTIONED CONFERENCES, READ THE INSTITUTE'S PUBLICATIONS, AND/OR DIRECTLY COLLABORATED WITH OUR SCIENTISTS, AND AS A RESULT, NOW INCORPORATE PORTIONS OF OUR RESEARCH INTO THEIR WORK. | Description |
| Total Program Service Expense | 40566382 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 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 | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 116 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 393 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES CARPOWICH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8587526500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 920371387 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MITCHELL KRONENBERG PHD | ||||||||
| PRESIDENT/CSO | 40.00 | X | X | 389584 | 0 | 47408 | ||
| SAMUEL STROBER MD | ||||||||
| DIRECTOR | 2.00 | X | 6000 | 0 | 0 | |||
| SUSAN SWAIN PHD | ||||||||
| DIRECTOR | 2.00 | X | 5500 | 0 | 0 | |||
| JOHN MAJOR | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MARK FISCHER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| RHONDA RHYNE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM ROHN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT DYNES PHD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| LEROY HOOD MD PHD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| HAROLD BUCHANAN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| KATINA TSAKOPOULOS | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD KORNFELD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MICHAEL MARTIN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| TOSHIFUMI MIKAYAMA PHD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DAVID DOMINGUEZ | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| KIMISHIGE ISHIZAKA MD PHD | ||||||||
| DIRECTOR/EMERITUS | 2.00 | X | 0 | 0 | 0 | |||
| STEVEN ODRE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| CHARLES CARPOWICH | ||||||||
| EVP/COO | 40.00 | X | 299208 | 0 | 54394 | |||
| AMNON ALTMAN | ||||||||
| DIRECTOR, SCIENTIFIC AFFAIRS | 40.00 | 290248 | 0 | 49803 | X | |||
| STEPHEN WILSON | ||||||||
| VP CHIEF TECH. OFFICER | 40.00 | 195154 | 0 | 48158 | X | |||
| MARYANN STEWART | ||||||||
| VP CHIEF DEV. OFFICER | 40.00 | 203328 | 0 | 39486 | X | |||
| CARL WARE | ||||||||
| DIVISION HEAD/MEMBER | 40.00 | 185944 | 0 | 31415 | X | |||
| ALESSANDRO SETTE | ||||||||
| CENTER HEAD/MEMBER | 40.00 | 294164 | 0 | 47339 | X | |||
| STEPHEN SCHOENBERGER | ||||||||
| MEMBER | 40.00 | 246998 | 0 | 42548 | X | |||
| KLAUS LEY | ||||||||
| DIVISION HEAD/MEMBER | 40.00 | 283801 | 0 | 49784 | X | |||
| JOEL LINDEN | ||||||||
| DIVISION HEAD/MEMBER | 40.00 | 265102 | 0 | 20755 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2665031 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 431090 | TotalOtherCompensation |
| Number Individuals GT100 K | 37 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SOL PACIFIC LLC | |||||
| 6336 GREENWICH DR SUITE B | SAN DIEGO | CA | 92122 | JANITORIAL SERVICES | 133788 |
| PILLSBURY WINTHROP SHAW PITTMAN LLP | |||||
| POBOX 60000 | SAN FRANCISCO | CA | 94160 | LEGAL | 133276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Federated Campaigns | 183756 | FederatedCampaigns |
| Government Grants | 29971928 | GovernmentGrants |
| All Other Contributions | 8607569 | AllOtherContributions |
| Total Contributions | 38763253 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONSORTIUM REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4264931 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4264931 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4264931 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83439 | TotalRevenueColumn |
| Exclusion | $83,439 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 137243 | TotalRevenueColumn |
| Exclusion | $137,243 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 33157 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 14241 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 18916 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18916 | TotalRevenueColumn |
| Exclusion | $18,916 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| TECHNICAL SERVICES | 541900 | 208129 | 208129 | |
| OTHER INCOME | 900099 | 118088 | $118,088 | |
| BUILDING MANAGEMENT | 561700 | 38369 | 38369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 364586 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43632368 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4264931 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 246498 | UnrelatedBusinessRevenue |
| Exclusion | $357,686 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2500 | Total |
| Program Services | 2500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1627521 | Total |
| Program Services | 1432219 | ProgramServices |
| Management And General | 162752 | ManagementAndGeneral |
| Fundraising | 32550 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203528 | Total |
| Program Services | 203528 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17446354 | Total |
| Program Services | 14966821 | ProgramServices |
| Management And General | 2412289 | ManagementAndGeneral |
| Fundraising | 67244 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1518369 | Total |
| Program Services | 1354532 | ProgramServices |
| Management And General | 151837 | ManagementAndGeneral |
| Fundraising | 12000 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2412457 | Total |
| Program Services | 2054536 | ProgramServices |
| Management And General | 345282 | ManagementAndGeneral |
| Fundraising | 12639 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1408268 | Total |
| Program Services | 1239276 | ProgramServices |
| Management And General | 140827 | ManagementAndGeneral |
| Fundraising | 28165 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184928 | Total |
| Program Services | 80376 | ProgramServices |
| Management And General | 104552 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163837 | Total |
| Management And General | 163837 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3700 | Total |
| Management And General | 3700 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152353 | Total |
| Program Services | 84321 | ProgramServices |
| Management And General | 68032 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249754 | Total |
| Program Services | 10156 | ProgramServices |
| Management And General | 152848 | ManagementAndGeneral |
| Fundraising | 86750 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204167 | Total |
| Program Services | 168559 | ProgramServices |
| Management And General | 34554 | ManagementAndGeneral |
| Fundraising | 1054 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 588568 | Total |
| Program Services | 299868 | ProgramServices |
| Management And General | 285355 | ManagementAndGeneral |
| Fundraising | 3345 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4745590 | Total |
| Program Services | 4289767 | ProgramServices |
| Management And General | 431007 | ManagementAndGeneral |
| Fundraising | 24816 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341638 | Total |
| Program Services | 323515 | ProgramServices |
| Management And General | 16890 | ManagementAndGeneral |
| Fundraising | 1233 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106937 | Total |
| Program Services | 94502 | ProgramServices |
| Management And General | 11036 | ManagementAndGeneral |
| Fundraising | 1399 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1385225 | Total |
| Program Services | 1211842 | ProgramServices |
| Management And General | 173383 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140633 | Total |
| Program Services | 124158 | ProgramServices |
| Management And General | 16475 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| LAB SUPPLIES | 7209276 | 7193402 | 15874 |
| CONSORTIUM EXPENSE | 4121876 | 4121876 | |
| MINOR EQUIP & FURNITURE | 474333 | 431026 | 43307 |
| PAGE COSTS/MANUSCRIPT H | 96535 | 96535 | |
| RELOCATION/RECRUITMENT | 80840 | 80840 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 947314 | Total |
| Program Services | 702227 | ProgramServices |
| Management And General | 225647 | ManagementAndGeneral |
| Fundraising | 19440 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45816501 | Total |
| Program Services | 40566382 | ProgramServices |
| Management And General | 4959484 | ManagementAndGeneral |
| Fundraising | 290635 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1567 | BOY |
| EOY | 2568 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8845805 | BOY |
| EOY | 14381604 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7810089 | BOY |
| EOY | 7231938 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 393749 | BOY |
| EOY | 343749 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91667 | BOY |
| EOY | 149404 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 622815 | BOY |
| EOY | 1051097 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15598006 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7836262 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8008096 | BOY |
| EOY | 7761744 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25773788 | BOY |
| EOY | 30922104 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7022766 | BOY |
| EOY | 8298700 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 490493 | BOY |
| EOY | 6547008 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7513259 | BOY |
| EOY | 14845708 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17989164 | BOY |
| EOY | 15614175 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271365 | BOY |
| EOY | 462221 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18260529 | BOY |
| EOY | 16076396 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25773788 | BOY |
| EOY | 30922104 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -2184133 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Org170b1 Aiii | X | MedicalResearchOrg170b1Aiii |
Hospital Name And Address HospitalNameAndAddress
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCSD MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | SAN DIEGO | City |
| State | CA | State |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $3,700 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 3700 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | LA JOLLA INSTITUTE OF ALLERGY & IMMUNOLOGY IS A MEMBER OF THE ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES AND RESEARCH! AMERICA. THESE ORGANIZATIONS DESIGNATE A PORTION OF THE DUES THEY RECEIVE FOR LOBBYING ACTIVITIES. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5653826 | OtherCostOrOtherBasis |
| Depreciation | 1058930 | Depreciation |
| Book Value | 4594896 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9406297 | OtherCostOrOtherBasis |
| Depreciation | 6301190 | Depreciation |
| Book Value | 3105107 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 537883 | OtherCostOrOtherBasis |
| Depreciation | 476142 | Depreciation |
| Book Value | 61741 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7761744 | TotalOfBookValueLandBuildings |
| Total Revenue | 43632368 | TotalRevenue |
| Total Expenses | 45816501 | TotalExpenses |
| Excess Or Deficit For Year | -2184133 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -2184133 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 43385869 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 43385869 | RevenueSubtotal |
| Other Revenues Not Included | 246499 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 246499 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 43632368 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 45570002 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 45570002 | ExpensesSubtotal |
| Other Expenses Not Included | 246499 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 246499 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 45816501 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES NETTED AGAINST REVENUE ON AUDITED FINANCIAL STATEMENTS 246,499. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES NETTED AGAINST REVENUE ON AUDITED FINANCIAL STATEMENTS 246,499. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBCONTRACTS | 46663 |
| MIDDLE EAST AND NORTH AFRICA | SUBCONTRACTS | 69658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 116321 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 116321 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MITCHELL KRONENBERG PHD | |||||||||||||
| 368246 | 0 | 0 | 0 | 21338 | 0 | 36750 | 0 | 10658 | 0 | 436992 | 0 | 0 | 0 |
| CHARLES CARPOWICH | |||||||||||||
| 269468 | 0 | 0 | 0 | 29740 | 0 | 36750 | 0 | 17644 | 0 | 353602 | 0 | 0 | 0 |
| AMNON ALTMAN | |||||||||||||
| 246313 | 0 | 500 | 0 | 43435 | 0 | 36750 | 0 | 13053 | 0 | 340051 | 0 | 0 | 0 |
| STEPHEN WILSON | |||||||||||||
| 183871 | 0 | 0 | 0 | 11283 | 0 | 30529 | 0 | 17629 | 0 | 243312 | 0 | 0 | 0 |
| MARYANN STEWART | |||||||||||||
| 177759 | 0 | 0 | 0 | 25569 | 0 | 30915 | 0 | 8571 | 0 | 242814 | 0 | 0 | 0 |
| CARL WARE | |||||||||||||
| 174139 | 0 | 0 | 0 | 11805 | 0 | 23267 | 0 | 8148 | 0 | 217359 | 0 | 0 | 0 |
| ALESSANDRO SETTE | |||||||||||||
| 263421 | 0 | 500 | 0 | 30243 | 0 | 36750 | 0 | 10589 | 0 | 341503 | 0 | 0 | 0 |
| STEPHEN SCHOENBERGER | |||||||||||||
| 210031 | 0 | 36281 | 0 | 686 | 0 | 31968 | 0 | 10580 | 0 | 289546 | 0 | 0 | 0 |
| KLAUS LEY | |||||||||||||
| 256982 | 0 | 25500 | 0 | 1319 | 0 | 36750 | 0 | 13034 | 0 | 333585 | 0 | 0 | 0 |
| JOEL LINDEN | |||||||||||||
| 239901 | 0 | 0 | 0 | 25201 | 0 | 13130 | 0 | 7625 | 0 | 285857 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|
| SEE PART V | |||||
| X | $250,000 | 166666 | 0 | 1 | 1 |
| SEE PART V | |||||
| X | $250,000 | 177083 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 343749 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART V | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: | (A) NAME OF PERSON: STEPHEN SCHOENBERGER(B) PURPOSE OF LOAN: HOUSING LOAN(C) ORIGINAL PRINCIPAL AMOUNT: $250,000(D) BALANCE DUE: $166,666(A) NAME OF PERSON: KLAUS LEY(B) PURPOSE OF LOAN: HOUSING LOAN(C) ORIGINAL PRINCIPAL AMOUNT: $250,000(D) BALANCE DUE: $177,083 |
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: HILDE CHEROUTRE(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SPOUSE OF PRESIDENT AND CSO(C) AMOUNT OF TRANSACTION $203,528.(D) DESCRIPTION OF TRANSACTION: FULL TIME EMPLOYEE(E) SHARING OF ORGANIZATION REVENUES? = NO(A) NAME OF PERSON: KYOWA HAKKO KIRIN CALIFORNIA INC. ("KKC")(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: KKC KEY EMPLOYEE IS A DIRECTOR OF INSTITUTE(C) AMOUNT OF TRANSACTION $5,036,993(D) DESCRIPTION OF TRANSACTION: RESEARCH FUNDING, FACILITY RENT, COST REIMBURSEMENTS(E) SHARING OF ORGANIZATION REVENUES? = NO |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | IN ACCORDANCE WITH WRITTEN INSTITUTE POLICY, A DRAFT OF FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENT APPROXIMATELY 30 DAYS PRIOR TO FILING. THIS PROVIDES AN OPPORTUNITY FOR MEMBERS OF THE BOARD TO ASK QUESTIONS AND OBTAIN ADDITIONAL INFORMATION. COMMENTS AND SUGGESTED CHANGES TO THE DRAFT ARE INCORPORATED INTO THE FINAL VERSION OF FORM 990. | |
| THE INSTITUTE ADMINISTERS THREE SEPARATE CONFLICT OF INTEREST POLICIES APPLYING TO 1) THE BOARD OF DIRECTORS, 2) FACULTY AND SENIOR ADMINISTRATION, AND 3) AN INVESTIGATOR FINANCIAL CONFLICT OF INTEREST POLICY REQUIRED UNDER NATIONAL INSTITUTES OF HEALTH REGULATIONS. THE INSTITUTE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES THESE POLICIES IN ACCORDANCE WITH WRITTEN PROCEDURES, WHICH INCLUDE THE COMPLETION OF DISCLOSURE FORMS BY COVERED INDIVIDUALS, EVALUATION OF COMPLETED FORMS BY A DESIGNATED CONFLICT REVIEW OFFICER, AND AS NECESSARY, FURTHER EVALUTION AND DETERMINATION BY A DESIGNATED CONFLICT REVIEW COMMITTEE. IF A CONFLICT IS DETERMINED, A MANAGEMENT PLAN IS DESIGNED AND MONITORED FOR THE SPECIFIC SITUATION. SUCH PLAN MAY REQUIRE THE COVERED INDIVIDUAL TO ELIMINATE THE CONFLICT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| COMPENSATION DECISIONS FOR THE INSTITUTE'S CEO AND OTHER KEY EMPLOYEES ARE MADE ANNUALLY. ADJUSTMENTS, IF ANY, TYPICALLY TAKE EFFECT ON A JANUARY 1ST CYCLE. FOR THESE PURPOSES, THE INSTITUTE'S HUMAN RESOURCES DEPARTMENT OBTAINS RELEVANT MARKET COMPARABILITY DATA FOR EACH POSITION ON AN ANNUAL BASIS. THE INSTITUTE ALSO PERIODICALLY ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO PERFORM COMPENSATION STUDIES FOR KEY INDIVIDUALS AND TO EVALUATE THE INSTITUTE'S EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS FOR REASONABLENESS. IN ACCORDANCE WITH ITS CHARTER, THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND DISCUSSES THIS INFORMATION, AND THE PERFORMANCE OF THE INSTITUTE'S CEO AND KEY EMPLOYEES, AND FORMULATES RECOMMENDED COMPENSATION ACTIONS TO THE FULL BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS THESE RECOMMENDATIONS AND RELATED INFORMATION IN DECIDING COMPENSATION LEVELS FOR EACH POSITION. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SUMMARIZED FINANCIAL DATA IS ALSO MADE AVAILABLE AS PART OF THE INSTITUTE'S ANNUAL REPORT, WHICH IS WIDELY DISTRIBUTED, AND CAN BE DOWNLOADED FROM THE INSTITUTE'S WEB SITE. | FORM 990, PART VI, SECTION C, LINE 19 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIMUNE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330841007 | EIN |
| Primary Activities | RESEARCH | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| EOY Assets | 29564 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |