2026-08-04T14:39:27-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 6320 CANOGA AVENUE 17TH FLOOR WOODLAND HILLS CA 91367 990 2024-10-01 951757119 HUNTINGTON MEDICAL RESEARCH INSTITUTES HUNT 6267954343 686 SOUTH FAIR OAKS AVENUE PASADENA CA 91105 HILARY J FAUSETT BOARD CHAIR 6267954343 2026-07-31 1 1 LAUREN A HAVERLOCK P00545829 8185771900 2026-07-31 2024 2025-03-06 01:10:19Z JULIA BRADSHER 686 SOUTH FAIR OAKS AVENUE PASADENA CA 91105 22914433 0 X WWW.HMRI.ORG X 1982 CA HMRI ADVANCES SCIENTIFIC DISCOVERY THROUGH INNOVATIVE BIOMEDICAL RESEARCH TO IMPROVE HEALTH OUTCOMES AND INSPIRE THE NEXT GENERATION OF SCIENTISTS. 14 13 62 19 158146 39637 5185634 4996798 151718 54920 4239993 1451140 175908 548501 9753253 7051359 0 0 0 0 7630186 6802241 0 0 592664 6620022 6458430 14250208 13260671 -4496955 -6209312 64324194 59425030 2074994 2130800 62249200 57294230 HMRI ADVANCES SCIENTIFIC DISCOVERY THROUGH INNOVATIVE BIOMEDICAL RESEARCH TO IMPROVE HEALTH OUTCOMES AND INSPIRE THE NEXT GENERATION OF SCIENTISTS. 0 0 8795185 0 54920 HMRI'S RESEARCH PROGRAMS ARE FOCUSED ON COMMON DISEASE PROCESSES INCLUDING NEUROLOGIC (ALZHEIMER'S-MIGRAINE), CARDIOVASCULAR, LIVER AND GASTROINTESTINAL, AND MAGNETIC RESONANCE IMAGING THAT SUPPORTS RESEARCH ACROSS HMRI. IN 2024/2025 HMRI RESEARCHERS PUBLISHED PAPERS IN PEER REVIEWED JOURNALS, SERVED ON EDITORIAL BOARDS AND SCIENCE ADVISORY BOARDS, AND PRESENTED THEIR WORK AT CONFERENCES. THE MAJOR SERVICE ACCOMPLISHMENTS OF THE YEAR WERE THE ONGOING SEMINAR SERIES OPEN TO THE PUBLIC COVERING A WIDE RANGE OF TIMELY MEDICAL AND RESEARCH TOPICS, AND ONGOING ENROLLMENT OF STUDY PARTICIPANTS IN OUR STUDY OF BRAIN AGING. 8795185 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 46 0 1 62 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA X JASON TANGGE TENG 6267954343 686 SOUTH FAIR OAKS AVENUE PASADENA CA 91105 JOHN BABCOCK BOARD CHAIR 2.00 X X 0 0 0 SUSAN E KANE - IMMEDIATE PAST BOARD CHAIR (THRU 09/17) 2.00 X X 0 0 0 SONIA SINGLA - VICE CHAIR & INTERIM TREASURER (THRU 09/25) 2.00 X X 0 0 0 CAMERON BOSWELL BOARD MEMBER (THRU 06/25) 2.00 X 0 0 0 RICHARD J BRUCKNER BOARD MEMBER (AS OF 09/25) 2.00 X 0 0 0 HILARY J FAUSETT BOARD MEMBER 2.00 X 0 0 0 JAMES J FEMINO BOARD MEMBER (THRU 09/25) 2.00 X 0 0 0 LAWRENCE W JONES BOARD MEMBER (THRU 11/24) 2.00 X 0 0 0 ELLEN LANSDEN BOARD MEMBER 2.00 X 0 0 0 ALEXANDRA LEVINE BOARD MEMBER 2.00 X 0 0 0 EDWARD A MENA BOARD MEMBER 2.00 X 0 0 0 JOHN L MOTHERSHEAD BOARD MEMBER (THRU 09/25) 2.00 X 0 0 0 TERRY PERUCCA BOARD MEMBER 2.00 X 0 0 0 JOHN REITH BOARD MEMBER (AS OF 11/24) 2.00 X 0 0 0 SANDRA SHARP BOARD MEMBER 2.00 X 0 0 0 UMA SHRIVASTAVA BOARD MEMBER 2.00 X 0 0 0 JOHN C SICILIANO BOARD MEMBER 2.00 X 0 0 0 PHILIP A SWAN BOARD MEMBER (AS OF 11/24) 2.00 X 0 0 0 RICK WENTZEL BOARD MEMBER (THRU 09/25) 2.00 X 0 0 0 JULIA BRADSHER PRESIDENT AND CEO 40.00 X 483930 0 31550 WENDY WELCH-KELLER CHIEF OF STAFF, BOARD SECRETARY 40.00 X 139218 0 15017 ROBERT KLONER CSO, DIRECTOR CARDIOVASCULAR 40.00 X 448180 0 12160 REGINA RODRIGUEZ CHIEF PEOPLE OFFICER 40.00 X 245805 0 14795 MARK DIXON CHIEF OPERATION OFFICER 40.00 X 201598 0 20882 GABRIEL RINCON CFO & TREASURER (THRU 08/24) 40.00 X 198825 0 19794 PAUL ROACH VICE PRESIDENT, DEVELOPMENT 40.00 X 151805 0 15715 ANJU VASUDEVAN SCIENTIFIC DIRECTOR NEUROSCIENCE 40.00 X 212831 0 20563 NICOLE PURCELL - SCIENTIFIC DIRECTO OF EDU PROGRAMS & ASSOCIATE PROF 40.00 X 200558 0 17739 ASTRID SUCHY-DICEY - CLINICAL NEUROSCIENCE DIRECTOR (THRU 07/25) 40.00 X 200498 0 17338 ALEXANDER ABRAMYAN - SENIOR DIR GRA & CONTRACT MANAGEMENT (THRU 07/25) 40.00 X 151380 0 22020 TANGGE TENG CONTROLLER 40.00 X 152107 0 9650 2786735 0 217223 22 0 1 0 MOSS ADAMS LLP PO BOX 101822 PASADENA CA 918891822 AUDIT & TAX ACCOUNTING SERVICES 119201 MEDINA MCKELVEY LLP 925 HIGHLAND POINTE DRIVE SUITE 300 ROSEVILLE CA 95678 LEGAL SERVICES 107297 SEYFARTH SHAW LLP 3807 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 LEGAL SERVICES 102443 ASCENSUS 23693 NETWORK PLACE CHICAGO IL 606731236 RETIREMENT PLAN SERVICES 102248 4 3331810 1664988 4996798 MEDICAL RESEARCH 541700 54920 54920 54920 1060680 158146 902534 7869 7869 291066 0 291066 291066 291066 16243534 10000 15863074 0 380460 10000 390460 390460 OTHER INCOME 900099 249566 249566 249566 7051359 54920 158146 1841495 1868359 608127 1133732 126500 3563517 2353218 922002 288297 245000 155447 72920 16633 776874 435997 283113 57764 348491 191844 130231 26416 98270 16464 81806 111220 111220 24273 24273 372778 9000 363278 500 501336 280365 180251 40720 746571 629717 112825 4029 35564 34451 1057 56 30845 11526 2652 16667 1480146 1139841 329646 10659 301488 214057 84416 3015 RESEARCH AND OTHER SUPP 2605915 2605915 REPAIRS, MAINTENANCE, A 112951 82736 29172 1043 TAXES AND LICENSES 37073 26480 10228 365 13260671 8795185 3872822 592664 10608446 6317770 1536970 683613 296133 293598 79452 119317 45756932 17541900 29645236 28215032 19005451 20951904 2905598 2588931 246908 254865 64324194 59425030 971978 1358101 17300 772699 1085716 0 2074994 2130800 X 44855140 41451425 17394060 15842805 62249200 57294230 64324194 59425030 X -6209312 1412488 -158146 X 0 1 X 1 1 1 X 13397713 5875034 7478970 5185634 4996798 36934149 13397713 5875034 7478970 5185634 4996798 36934149 7508808 29425341 1292729 1609902 1652407 1681621 1201469 7438128 80569 39637 120206 6236 31514 249566 287316 44779799 2612658 0.65710 0.66820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22887560 7840 2381875 491996 1176829 23608450 32324500 123146 6288993 5703278 2056734 8089067 22887560 28660130 3457699 3398036 1171634 2019731 32324500 36414587 1165089 5335047 3584499 28660130 33630474 7069040 4284927 36414587 0.42620 0.29510 0.27870 0 0 2506062 2506062 31091667 8154369 22937298 2638096 1869573 768523 7772081 7066683 705398 1217551 531475 451275 1297751 28215032 X 8281428 1412488 -158146 1254342 7027086 24273 24273 7051359 13236398 0 13236398 24273 24273 13260671 PART V, LINE 4: THE ENDOWMENT CONSISTS OF THREE TYPES OF FUNDS: (1) UNRESTRICTED FUNDS ARE FOR UNRESTRICTED USE AT HMRI'S DISCRETION. CURRENTLY SPENDING FROM SUCH FUNDS SUPPORTS OPERATIONS. (2) PERMANENT ENDOWMENT FUNDS WERE DONATED WITH INSTRUCTIONS FOR THE CORPUS TO REMAIN INTACT AND INCOME EARNED FROM APPRECIATION IS AVAILABLE FOR CERTAIN OPERATIONAL USES. (3) THE INCOME FROM THE PERMANENT ENDOWMENT FUNDS ARE REPRESENTED AS TEMPORARILY RESTRICTED UNTIL APPROPRIATED FOR EXPENDITURE BY THE ORGANIZATION. PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. HMRI WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENTS IN PARTNERSHIPS -158,146. X X X X 0 0 0 0 0 0 0 0 0 JULIA BRADSHER PRESIDENT AND CEO 483930 0 0 0 0 0 26684 0 4866 0 515480 0 0 0 ROBERT KLONER CSO, DIRECTOR CARDIOVASCULAR 448180 0 0 0 0 0 12160 0 0 0 460340 0 0 0 REGINA RODRIGUEZ CHIEF PEOPLE OFFICER 245805 0 0 0 0 0 10000 0 4795 0 260600 0 0 0 ANJU VASUDEVAN SCIENTIFIC DIRECTOR NEUROSCIENCE 212831 0 0 0 0 0 17288 0 3275 0 233394 0 0 0 MARK DIXON CHIEF OPERATION OFFICER 201598 0 0 0 0 0 16480 0 4402 0 222480 0 0 0 GABRIEL RINCON CFO & TREASURER (THRU 08/24) 198825 0 0 0 0 0 15331 0 4463 0 218619 0 0 0 NICOLE PURCELL - SCIENTIFIC DIRECTO OF EDU PROGRAMS & ASSOCIATE PROF 200558 0 0 0 0 0 16126 0 1613 0 218297 0 0 0 ASTRID SUCHY-DICEY - CLINICAL NEUROSCIENCE DIRECTOR (THRU 07/25) 200498 0 0 0 0 0 16136 0 1202 0 217836 0 0 0 ALEXANDER ABRAMYAN - SENIOR DIR GRA & CONTRACT MANAGEMENT (THRU 07/25) 151380 0 0 0 0 0 12800 0 9220 0 173400 0 0 0 PAUL ROACH VICE PRESIDENT, DEVELOPMENT 151805 0 0 0 0 0 10920 0 4795 0 167520 0 0 0 TANGGE TENG CONTROLLER 152107 0 0 0 0 0 6198 0 3452 0 161757 0 0 0 WENDY WELCH-KELLER CHIEF OF STAFF, BOARD SECRETARY 139218 0 0 0 0 0 11425 0 3592 0 154235 0 0 0 JONES COFFEE ROASTERS ENTITY MORE THAN 35% OWNED BY FAMILY MEMBER OF LAWRENCE JONES BOARD MEMBER 114346 LEASE AGREEMENT 0 FORM 990, PART VI, SECTION B, LINE 11B AN IN-DEPTH REVIEW OF THE FORM 990 IS DONE BY THE PRESIDENT AND CEO AND THE CONTROLLER. THE AUDIT COMMITTEE REVIEWS THE FORM 990 DRAFT AND ADDRESSES ANY QUESTIONS PRIOR TO SENDING TO THE GOVERNING BODY FOR FINAL REVIEW. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST AND A RELATED PARTY QUESTIONNAIRE IS SENT OUT TO ALL BOARD MEMBERS ANNUALLY TO DISCLOSE ANY CIRCUMSTANCES THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THE GOVERNANCE COMMITTEE OF THE BOARD REVIEWS AND MAKES RECOMMENDATIONS TO THE FULL BOARD FOR ACTION, IF ANY. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL PERFORMANCE REVIEW IS CONDUCTED THAT INCLUDES A 360 DEGREE REVIEW WITH INPUT FROM ALL BOARD MEMBERS AND DIRECT REPORTS. ALL DATA IS REVIEWED BY THE EXECUTIVE COMMITTEE WITH THE CEO. SALARY IS BASED ON COMPARISONS OF SALARIES AT SIMILAR ORGANIZATIONS AND COST OF LIVING SINCE LAST INCREASE. SALARY IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE BYLAWS AND ARTICLES OF INCORPORATION ARE AVAILABLE UPON REQUEST. THE CONFLICT-OF-INTEREST POLICY IS AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN ACCRUED PENSION COST INVESTMENTS IN PARTNERSHIPS -158,146. CHARITABLE REMAINDER TRUST (1) CA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0