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Nonprofiteer
← OKLAHOMA MEDICAL RESEARCH FOUNDATION

Form 990 for tax year 2023

Filed by OKLAHOMA MEDICAL RESEARCH FOUNDATION.

Totals

Total revenue
$132,332,301
Total expenses
$119,704,487
Contributions and grants received
$88,644,965
Grants paid
$0
Program services expenses (Part IX)
$110,791,931
Management and general expenses
$5,645,408
Fundraising expenses
$3,267,148
Program service expenses (Part III)
$110,791,930

Program services were 92.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Ann Felton

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Barbara Braught

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Barry Pollard MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Becky Switzer

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Betsy Thorpe

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Bill Anoatubby

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Bill Hawley MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Bond Payne

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Brett Jameson MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Brooks Hall

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Bruce Benbrook

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Burns Hargis

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Carl Edwards

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Christy Everest

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Claire Eagan

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Cliff Hudson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dan Little

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • David Rainbolt

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dee Replogle

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ellen Burgess

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Gerald Gamble

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Greg Walton MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Harrison Levy

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Hiram Champlin

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jack McCarty

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jack Stark

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jacqui Haglund

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jerome Holmes

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • JII Boghetich

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jim Morris

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Griffin

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Saxon III MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Judy Hatfield

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Karin Holsted

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lance Benham

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Larry Nichols

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Leigh Ann Albers

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Len Cason

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lisa Dillingham

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mark Collins PHD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mark Funke

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Martin Bautista MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mautra Jones EdD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Meg Salyer

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Michael Cawley

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mike Carolina

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mindy Mahaney

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Pat Rooney

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Paul Schulte

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Rainey Williams Jr

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ramsey Drake

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Randy Brown MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Randy Hogan

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Patten

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Richard Parry

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ronnie Irani

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ross Swimmer

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sarah Yauk

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sharon Bell

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Steven Taylor

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Terence Kern

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Tricia Everest

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Virginia Groendyke

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Walt Duncan IV

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Adam Cohen

    SVP and General Counsel

    Total calculated
    $399,023
    From this org
    $339,134
    From related orgs
    $0
    Other
    $59,889
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $313,732
    Bonus
    $150
    Other
    $25,252
    Deferred
    $47,732
    Nontaxable benefits
    $12,157
    Filer's total
    $399,023

  • Andrew Weyrich PhD

    President and CEO

    Total calculated
    $838,817
    From this org
    $782,054
    From related orgs
    $0
    Other
    $56,763
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $626,322
    Bonus
    $100,000
    Other
    $55,732
    Deferred
    $36,079
    Nontaxable benefits
    $20,684
    Filer's total
    $838,817

  • Courtney Greenwood

    VP of Human Resources

    Total calculated
    $261,787
    From this org
    $216,882
    From related orgs
    $0
    Other
    $44,905
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $212,142
    Bonus
    $0
    Other
    $4,740
    Deferred
    $26,442
    Nontaxable benefits
    $18,463
    Filer's total
    $261,787

  • Courtney Griffin PhD

    VP of Research

    Total calculated
    $371,678
    From this org
    $309,221
    From related orgs
    $0
    Other
    $62,457
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $297,461
    Bonus
    $0
    Other
    $11,760
    Deferred
    $41,133
    Nontaxable benefits
    $21,324
    Filer's total
    $371,678

  • Judith James

    EVP and Chief Medical Officer

    Total calculated
    $631,652
    From this org
    $523,931
    From related orgs
    $0
    Other
    $107,721
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $473,843
    Bonus
    $0
    Other
    $50,088
    Deferred
    $95,199
    Nontaxable benefits
    $12,522
    Filer's total
    $631,652

  • Lisa Day

    VP of Government Relations and Advocacy

    Total calculated
    $246,346
    From this org
    $207,669
    From related orgs
    $0
    Other
    $38,677
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $203,728
    Bonus
    $0
    Other
    $3,941
    Deferred
    $26,795
    Nontaxable benefits
    $11,882
    Filer's total
    $246,346

  • Penny Voss

    VP of Philanthropy and Community Relations

    Total calculated
    $650,905
    From this org
    $607,800
    From related orgs
    $0
    Other
    $43,105
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $256,243
    Bonus
    $125
    Other
    $351,432
    Deferred
    $29,040
    Nontaxable benefits
    $14,065
    Filer's total
    $650,905

  • Tim Hassen

    VP and Chief Financial Officer

    Total calculated
    $374,528
    From this org
    $304,661
    From related orgs
    $0
    Other
    $69,867
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $283,834
    Bonus
    $75
    Other
    $20,752
    Deferred
    $47,833
    Nontaxable benefits
    $22,034
    Filer's total
    $374,528

  • Benjamin Miller PhD

    Program Chair, Aging and Metabolism

    Total calculated
    $220,733
    From this org
    $196,258
    From related orgs
    $0
    Other
    $24,475
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $184,146
    Bonus
    $10,000
    Other
    $2,112
    Deferred
    $16,166
    Nontaxable benefits
    $8,309
    Filer's total
    $220,733

  • Gabriel Pardo MD

    Professor Clinical Neurology, Arthritis and Clinical Immunology

    Total calculated
    $473,769
    From this org
    $417,669
    From related orgs
    $0
    Other
    $56,100
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $413,885
    Bonus
    $0
    Other
    $3,784
    Deferred
    $35,416
    Nontaxable benefits
    $20,684
    Filer's total
    $473,769

  • Lijun Xia MD

    Program Chair, Cardiovascular Biology

    Total calculated
    $409,150
    From this org
    $338,683
    From related orgs
    $0
    Other
    $70,467
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $287,241
    Bonus
    $150
    Other
    $51,292
    Deferred
    $60,728
    Nontaxable benefits
    $9,739
    Filer's total
    $409,150

  • Patrick Gaffney MD

    Program Chair, Genes and Human Disease

    Total calculated
    $384,368
    From this org
    $321,243
    From related orgs
    $0
    Other
    $63,125
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $305,334
    Bonus
    $125
    Other
    $15,784
    Deferred
    $42,441
    Nontaxable benefits
    $20,684
    Filer's total
    $384,368

  • Chelsea Berkley MD

    Clinical Assistant Professor, Arthritis and Clinical Immunology

    Total calculated
    $300,820
    From this org
    $265,927
    From related orgs
    $0
    Other
    $34,893
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $265,020
    Bonus
    $75
    Other
    $832
    Deferred
    $27,856
    Nontaxable benefits
    $7,037
    Filer's total
    $300,820

  • Florea Lupu PhD

    Professor, Cardiovascular Biology

    Total calculated
    $400,705
    From this org
    $357,661
    From related orgs
    $0
    Other
    $43,044
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $334,771
    Bonus
    $0
    Other
    $22,890
    Deferred
    $34,993
    Nontaxable benefits
    $8,051
    Filer's total
    $400,705

  • Joan Merrill MD

    Professor, Arthritis and Clinical Immunology

    Total calculated
    $287,791
    From this org
    $259,621
    From related orgs
    $0
    Other
    $28,170
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $236,649
    Bonus
    $0
    Other
    $22,972
    Deferred
    $26,685
    Nontaxable benefits
    $1,485
    Filer's total
    $287,791

  • Matlock Jeffries MD

    Associate Professor, Arthritis and Clinical Immunology

    Total calculated
    $298,335
    From this org
    $254,748
    From related orgs
    $0
    Other
    $43,587
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $230,612
    Bonus
    $0
    Other
    $24,136
    Deferred
    $32,431
    Nontaxable benefits
    $11,156
    Filer's total
    $298,335

  • Swapan Nath PhD

    Professor, Arthritis and Clinical Immunology

    Total calculated
    $380,702
    From this org
    $329,298
    From related orgs
    $0
    Other
    $51,404
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $287,862
    Bonus
    $0
    Other
    $41,436
    Deferred
    $33,332
    Nontaxable benefits
    $18,072
    Filer's total
    $380,702

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
First class travel is allowed for the CEO to allow him to accomplish work related to tasks while traveling.
Schedule J, Part I, Line 1a Travel for companions
Travel for companions is allowed in certain limited circumstances where the companion's presence has a benefit to the Foundation but does not qualify as a business expense under IRS rules. In those limited cases the companion's travel expenses are treated as taxable compensation.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
The Foundation's policy is to provide gross-up payments for all employee relocation expenses.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The Board of the Foundation periodically uses non-qualified retirement plans as a retention tool. The amount reported is the amount vested in the 457(f) plan. The remaining amount of the plan is not vested and is subject to substantial risk of forfeiture.
Schedule J, Part I, Line 7 Non-fixed payments
The President receives an annual bonus that is determined by leadership of the board of directors based on performance. The bonus is considered as a portion of total compensation and is subject to the review process previously described.
Schedule J, Part I, Line 3
Compensation for the CEO is determined by leadership of the board of directors based on comparability data from widely accepted peer benchmarking surveys that are segmented by region and size of entity.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202531359349316128

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