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Nonprofiteer
← OKLAHOMA MEDICAL RESEARCH FOUNDATION

Form 990 for tax year 2022

Filed by OKLAHOMA MEDICAL RESEARCH FOUNDATION.

Totals

Total revenue
$114,311,660
Total expenses
$108,085,497
Contributions and grants received
$71,342,417
Grants paid
$0
Program services expenses (Part IX)
$100,688,117
Management and general expenses
$4,850,410
Fundraising expenses
$2,546,970
Program service expenses (Part III)
$100,688,111

Program services were 93.2% 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

  • 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

  • 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

  • Lou Kerr

    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

  • 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

    Sr VP and General Counsel

    Total calculated
    $397,734
    From this org
    $340,415
    From related orgs
    $0
    Other
    $57,319
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $291,163
    Bonus
    $26,000
    Other
    $23,252
    Deferred
    $45,666
    Nontaxable benefits
    $11,653
    Filer's total
    $397,734

  • Andrew Weyrich PhD

    President and CEO

    Total calculated
    $758,008
    From this org
    $672,712
    From related orgs
    $0
    Other
    $85,296
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $594,260
    Bonus
    $28,247
    Other
    $50,205
    Deferred
    $64,996
    Nontaxable benefits
    $20,300
    Filer's total
    $758,008

  • Courtney Greenwood

    VP of Human Resources

    Total calculated
    $245,196
    From this org
    $199,778
    From related orgs
    $0
    Other
    $45,418
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $195,238
    Bonus
    $0
    Other
    $4,540
    Deferred
    $24,555
    Nontaxable benefits
    $20,863
    Filer's total
    $245,196

  • Courtney Griffin PhD

    VP of Research (Training)

    Total calculated
    $258,952
    From this org
    $218,793
    From related orgs
    $0
    Other
    $40,159
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $207,033
    Bonus
    $0
    Other
    $11,760
    Deferred
    $28,145
    Nontaxable benefits
    $12,014
    Filer's total
    $258,952

  • Judith James

    VP of Clinical Affairs and Program Chair

    Total calculated
    $580,399
    From this org
    $475,957
    From related orgs
    $0
    Other
    $104,442
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $426,848
    Bonus
    $0
    Other
    $49,109
    Deferred
    $92,424
    Nontaxable benefits
    $12,018
    Filer's total
    $580,399

  • Lisa Day

    VP of Government Affairs

    Total calculated
    $210,375
    From this org
    $178,756
    From related orgs
    $0
    Other
    $31,619
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $174,707
    Bonus
    $150
    Other
    $3,899
    Deferred
    $20,241
    Nontaxable benefits
    $11,378
    Filer's total
    $210,375

  • Penny Voss

    VP of Philanthropy

    Total calculated
    $310,306
    From this org
    $246,527
    From related orgs
    $0
    Other
    $63,779
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $224,743
    Bonus
    $0
    Other
    $21,784
    Deferred
    $50,272
    Nontaxable benefits
    $13,507
    Filer's total
    $310,306

  • Rodger McEver MD

    VP of Research

    Total calculated
    $394,952
    From this org
    $349,220
    From related orgs
    $0
    Other
    $45,732
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $301,226
    Bonus
    $0
    Other
    $47,994
    Deferred
    $32,522
    Nontaxable benefits
    $13,210
    Filer's total
    $394,952

  • Tim Hassen

    VP and CFO

    Total calculated
    $348,914
    From this org
    $282,285
    From related orgs
    $0
    Other
    $66,629
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $254,938
    Bonus
    $75
    Other
    $27,272
    Deferred
    $45,306
    Nontaxable benefits
    $21,323
    Filer's total
    $348,914

  • Benjamin Miller PhD

    Program Chair, Aging and Metabolism

    Total calculated
    $189,907
    From this org
    $167,302
    From related orgs
    $0
    Other
    $22,605
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $160,383
    Bonus
    $5,000
    Other
    $1,919
    Deferred
    $14,693
    Nontaxable benefits
    $7,912
    Filer's total
    $189,907

  • Gabriel Pardo MD

    Associate Professor, Arthritis and Clinical Immunology

    Total calculated
    $423,392
    From this org
    $368,736
    From related orgs
    $0
    Other
    $54,656
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $365,404
    Bonus
    $100
    Other
    $3,232
    Deferred
    $34,433
    Nontaxable benefits
    $20,223
    Filer's total
    $423,392

  • Lijun Xia MD

    Program Chair, Cardiovascular Biology

    Total calculated
    $374,988
    From this org
    $302,230
    From related orgs
    $0
    Other
    $72,758
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $252,710
    Bonus
    $0
    Other
    $49,520
    Deferred
    $60,795
    Nontaxable benefits
    $11,963
    Filer's total
    $374,988

  • Patrick Gaffney MD

    Program Chair, Genes and Human Disease

    Total calculated
    $373,210
    From this org
    $310,352
    From related orgs
    $0
    Other
    $62,858
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $294,568
    Bonus
    $0
    Other
    $15,784
    Deferred
    $42,635
    Nontaxable benefits
    $20,223
    Filer's total
    $373,210

  • Alireza Rezaie PhD

    Professor, Cardiovascular Biology

    Total calculated
    $291,648
    From this org
    $250,227
    From related orgs
    $0
    Other
    $41,421
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $202,869
    Bonus
    $0
    Other
    $47,358
    Deferred
    $27,571
    Nontaxable benefits
    $13,850
    Filer's total
    $291,648

  • Berkley Chelsea MD

    Clinical Assistant Professor, Arthritis and Clinical Immunology

    Total calculated
    $302,365
    From this org
    $269,260
    From related orgs
    $0
    Other
    $33,105
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $248,428
    Bonus
    $20,000
    Other
    $832
    Deferred
    $26,350
    Nontaxable benefits
    $6,755
    Filer's total
    $302,365

  • Florea Lupu PhD

    Professor, Cardiovascular Biology

    Total calculated
    $361,225
    From this org
    $320,317
    From related orgs
    $0
    Other
    $40,908
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $297,067
    Bonus
    $150
    Other
    $23,100
    Deferred
    $33,406
    Nontaxable benefits
    $7,502
    Filer's total
    $361,225

  • Merrill Joan MD

    Professor, Arthritis and Clinical Immunology

    Total calculated
    $280,068
    From this org
    $252,606
    From related orgs
    $0
    Other
    $27,462
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $229,175
    Bonus
    $150
    Other
    $23,281
    Deferred
    $26,110
    Nontaxable benefits
    $1,352
    Filer's total
    $280,068

  • Swapan Nath PhD

    Professor, Arthritis and Clinical Immunology

    Total calculated
    $362,680
    From this org
    $309,096
    From related orgs
    $0
    Other
    $53,584
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $267,660
    Bonus
    $0
    Other
    $41,436
    Deferred
    $32,721
    Nontaxable benefits
    $20,863
    Filer's total
    $362,680

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
  • 1a · Housing allowance or residence for personal use
  • 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. During 2022, the President relocated to Oklahoma.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use
The President used the Foundation owned condo for approximately 3 months while relocating. The estimated market value of rent plus utilities was included in his taxable compensation.
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
2022
Filed
16 May 2024
IRS schema version
2022v5.0
Source object
202431369349318538

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