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← SANSUM DIABETES RESEARCH INSTITUTE

Form 990 for tax year 2022

Filed by SANSUM DIABETES RESEARCH INSTITUTE.

Totals

Total revenue
$8,154,412
Total expenses
$5,669,158
Contributions and grants received
$5,265,574
Grants paid
$0
Program service revenue
$2,570,436
Investment income
$335,709
Other revenue
-$17,307
Total assets, end of year
$22,174,581
Total liabilities, end of year
$1,216,310
Net assets or fund balances, end of year
$20,958,271
Program services expenses (Part IX)
$4,124,287
Management and general expenses
$777,648
Fundraising expenses
$767,223
Program service expenses (Part III)
$4,124,287

Program services were 72.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $588,002

  • 1f · All other contributions, gifts and grants

    $4,677,572

  • 1g · Noncash contributions included above

    $1,232,482

  • 2a · Program service revenue: Patient Care Fees

    total $46,125 · related or exempt $46,125

  • 2b · Program service revenue: Research Contracts

    total $2,524,311 · related or exempt $2,524,311

  • 3 · Investment income

    total $353,871 · excluded $353,871

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $6,256 · excluded $6,256

  • 6a · Gross rents

    real property $32,162

  • 6c · Rental income or loss

    real property $32,162

  • 6d · Net rental income or loss

    total $32,162 · related or exempt $32,162

  • 7a · Gross sales of assets other than inventory

    securities $892,896

  • 7b · Less cost or other basis and sales expenses

    securities $911,058

  • 7c · Gain or loss

    securities -$18,162

  • 7d · Net gain or loss

    total -$18,162 · related or exempt -$18,162

  • 8a · Fundraising events: gross income

    $109,800

  • 8a · Fundraising events: contributions included on line 1c

    $588,002

  • 8b · Fundraising events: direct expenses

    $171,029

  • 8c · Net income from fundraising events

    total -$61,229 · excluded -$61,229

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: Other

    total $5,504 · related or exempt $5,504

  • 11e · Other revenue, total

    $5,504

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $817,692 · program services $629,622 · management and general $109,571 · fundraising $78,499

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,557,636 · program services $1,955,766 · management and general $277,182 · fundraising $324,688

  • 8 · Pension plan contributions

    total $89,195 · program services $60,364 · management and general $14,398 · fundraising $14,433

  • 9 · Other employee benefits

    total $186,687 · program services $131,536 · management and general $28,393 · fundraising $26,758

  • 10 · Payroll taxes

    total $241,981 · program services $182,219 · management and general $31,844 · fundraising $27,918

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $11,610 · management and general $11,610

  • 11c · Fees: accounting

    total $22,000 · management and general $22,000

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $27,832 · management and general $27,832

  • 11g · Fees: other

    total $396,520 · program services $278,660 · management and general $91,218 · fundraising $26,642

  • 12 · Advertising and promotion

    total $53,507 · program services $3,313 · management and general $1,611 · fundraising $48,583

  • 13 · Office expenses

    total $92,296 · program services $41,401 · management and general $21,376 · fundraising $29,519

  • 14 · Information technology

    total $202,461 · program services $99,101 · management and general $62,037 · fundraising $41,323

  • 15 · Royalties

    total $2,085 · program services $2,085

  • 16 · Occupancy

    total $149,040 · program services $91,820 · management and general $40,611 · fundraising $16,609

  • 17 · Travel

    total $43,866 · program services $36,801 · management and general $2,532 · fundraising $4,533

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $39,943 · program services $30,745 · management and general $6,474 · fundraising $2,724

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $98,491 · program services $72,883 · management and general $11,819 · fundraising $13,789

  • 23 · Insurance

    total $72,721 · program services $47,855 · management and general $16,938 · fundraising $7,928

  • 24a · Other expenses: Subject Reimbursement

    total $317,829 · program services $317,829

  • 24b · Other expenses: Lab Supplies

    total $142,501 · program services $142,287 · management and general $202 · fundraising $12

  • 24c · Other expenses: Campaign Expenses

    total $103,265 · fundraising $103,265

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $348,694 · end of year $247,231

  • 2 · Savings and temporary cash investments

    beginning of year $4,965,337 · end of year $4,343,578

  • 3 · Pledges and grants receivable

    beginning of year $1,153,706 · end of year $2,602,222

  • 4 · Accounts receivable

    beginning of year $444,087 · end of year $667,147

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $60,948 · end of year $45,457

  • 10a · Land, buildings and equipment: cost or other basis

    $4,320,841

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,062,451

  • 10c · Land, buildings and equipment, net

    beginning of year $1,219,647 · end of year $1,258,390

  • 11 · Investments: publicly traded securities

    beginning of year $9,567,267 · end of year $8,543,672

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $3,165,374 · end of year $4,466,884

  • 17 · Accounts payable and accrued expenses

    beginning of year $434,912 · end of year $484,434

  • 19 · Deferred revenue

    beginning of year $50,000 · end of year $55

  • 25 · Other liabilities

    beginning of year $36,018 · end of year $731,821

  • 27 · Net assets without donor restrictions

    beginning of year $9,847,364 · end of year $9,340,642

  • 28 · Net assets with donor restrictions

    beginning of year $10,556,766 · end of year $11,617,629

Mission and programs · 2022

Mission

Dedicated to improving the lives of people impacted by diabetes through research, education and care.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $3,129,122 · Revenue $2,197,238

  • EDUCATION & COMMUNITY OUTREACH:SDRI CONDUCTS MULTI-FACETED EDUCATION SERIES THROUGHOUT THE COMMUNITY TO RESIDENTS WITH OR AT RISK OF DIABETES. THIS INCLUDES CLASSES AIMED AT CERTAIN TARGET POPULATIONS. TO HELP WOMEN WHOSE PREGNANCIES ARE COMPLICATED BY DIABETES, SDRI OFFERS EDUCATION FOR BEFORE, DURING, AND AFTER PREGNANCY TO GIVE WOMEN WITH DIABETES THE SAME CHANCE OF BIRTHING A HEALTHY BABY AS WOMEN WITHOUT DIABETES. AT SDRI, OUR TEAM IS COMMITTED TO IMPROVING HEALTH OUTCOMES FOR UNDERSERVED POPULATIONS. A KEY ELEMENT OF SDRIS EFFORTS INCLUDE HIRING BILINGUAL COMMUNITY HEALTH WORKERS (CHW) WHO SERVE A CRITICAL ROLE IN BUILDING TRUST AND RAPPORT WITHIN THE LOCAL LATINO POPULATION. ADDITIONALLY, CHW PROVIDE MULTI-LINGUAL NUTRITION EDUCATION, TRAINING ON TECHNOLOGY TO BETTER MANAGE DIABETES, CONDUCTING HEALTH SCREENINGS, RECRUITING STUDY PARTICIPANTS, AND MAINTAINING COMMUNICATION WITH KEY COMMUNITY ORGANIZERS TO PROMOTE SDRIS HEALTH EDUCATION PROGRAMS. THE IMPORTANT WORK PERFORMED BY SDRIS CHW ULTIMATELY HELPS TO REDUCE THE RATE OF TYPE 2 DIABETES AND PREVENT FUTURE GENERATIONS FROM DEVELOPING TYPE 2 DIABETES.SDRIS VEGGIE IQ PROGRAM IS A MODULE-BASED CURRICULUM THAT ENCOURAGES COMMUNITY YOUTH SCIENTISTS ACROSS GRADES K THROUGH 12 TO USE SCIENCE AND TECHNOLOGY TO DISCOVER THE IMPORTANT LINKS BETWEEN DIET AND HEALTH. SDRI CREATED SIX MODULES AND AN ONLINE PLATFORM WHERE TEACHERS AND ADMINISTRATORS CAN ACCESS LESSON PLANS AND LESSON VIDEO DOWNLOADS, ALONG WITH A MENU OF INTERACTIVE ACTIVITIES TAILORED TO DIFFERENT GRADE LEVELS. IN 2022 ALONE, VEGGIE IQ WAS FIRST LAUNCHED IN 32 CLASSROOMS AND INVOLVED 700 STUDENTS IN GRADES K-8. VEGGIE IQ CONTINUED AS A TWO CYCLE, 8-WEEK SUMMER PROGRAM FOR TEENS, GRADES 9-11, IN SANTA BARBARA AND LOMPOC. BOTH PROGRAMS WERE OVERWHELMINGLY SUCCESSFUL FOR ALL AGES.SDRI RECOGNIZED THE NEED FOR SENIORS IN OUR COMMUNITY WHO WANTED TO INTEGRATE DIABETES TECHNOLOGY INTO THEIR DAILY LIVES, BUT FELT UNPREPARED TO MANAGE THIS ON THEIR OWN. RESPONDING TO THIS NEED, SDRI CREATED A SENIOR EDUCATION PROGRAM THAT CONSISTED OF SIX SESSIONS, INCLUDING FOUR ONE-HOUR CLASSES WITH OUR CERTIFIED DIABETES CARE AND EDUCATION SPECIALIST (CDCES)/NURSE PRACTITIONER. CLASSES, OFFERED IN BOTH ENGLISH AND SPANISH, WERE COMPRISED OF ONLY FOUR TO FIVE PARTICIPANTS AND FOCUSED ON TRAINING SENIORS ABOUT THE NEW TECHNOLOGY WHILE PROVIDING PERSONAL SUPPORT WHEN TRANSITIONING TO NEW TECHNOLOGY. THE AIM OF THE PROGRAM IS THAT ALL PARTICIPANTS ARE COMFORTABLE USING THESE DEVICES ON THEIR OWN. THROUGH EFFECTIVE USE OF THIS TECHNOLOGY, OUR PATIENTS SPEND LESS TIME MANAGING THEIR DIABETES, AND MORE TIME ENJOYING LIFE. IN 2022, SDRI SUCCESSFULLY SERVED 120 SENIOR PARTICIPANTS.

    Expenses $896,812 · Revenue $327,073

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $98,353 · Revenue $46,125

As filed on the 2022 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • David Kerr

    Director of Research & Innovation

    Total calculated
    $344,355
    From this org
    $313,621
    From related orgs
    $0
    Other
    $30,734
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,621
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $30,734
    Filer's total
    $344,355

  • Kristin Castorino DO

    Research Physician

    Total calculated
    $277,089
    From this org
    $256,731
    From related orgs
    $0
    Other
    $20,358
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $256,731
    Bonus
    not reported
    Other
    not reported
    Deferred
    $12,962
    Nontaxable benefits
    $7,396
    Filer's total
    $277,089

  • Raul Bastarrachea

    Senior Scientist

    Total calculated
    $216,319
    From this org
    $190,250
    From related orgs
    $0
    Other
    $26,069
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,250
    Bonus
    not reported
    Other
    not reported
    Deferred
    $10,000
    Nontaxable benefits
    $16,069
    Filer's total
    $216,319

  • Ellen Goodstein

    Executive Dir.

    Total calculated
    $196,248
    From this org
    $186,077
    From related orgs
    $0
    Other
    $10,171
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,077
    Bonus
    not reported
    Other
    not reported
    Deferred
    $9,304
    Nontaxable benefits
    $867
    Filer's total
    $196,248

  • Kristen Nelson

    Clinical Nurse Pra

    Total calculated
    $161,072
    From this org
    $145,861
    From related orgs
    $0
    Other
    $15,211
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,861
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,496
    Nontaxable benefits
    $7,715
    Filer's total
    $161,072

  • Mei Mei Church

    Nurse Practitioner

    Total calculated
    $132,848
    From this org
    $125,656
    From related orgs
    $0
    Other
    $7,192
    Hours/week
    40

  • Alexander M DePaoli MD

    President

    Total calculated
    $14,975
    From this org
    $14,975
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Kenneth S Waxman MD FACS

    Vice President

    Total calculated
    $0
    Hours/week
    2

  • James Sloan

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Brad Webb PhD

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Joan Doell Arnold

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Daniel N Berger MD

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Anthony Castillo

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • George Emerson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Miguel Avila

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kathryn Brewer

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lindsey Duca PhD

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Elena Engel

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Deborah Gibson RD CDE

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Norman Kurland

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Michael Paskin

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Matthew Rowe CIMA

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mark Simon

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Steven Jung Esq

    Trustee

    Total calculated
    $0
    Hours/week
    4

  • Flint Ogle

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Miguel Rodriguez

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Wendy Thies Sell

    Trustee

    Total calculated
    $0
    Hours/week
    1

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, and on a Form 990-PF Part VIII's — 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

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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
2022
Filed
31 August 2023
IRS schema version
2022v5.0
Source object
202322439349300632

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