Form 990 for tax year 2023

What the amendment changed

Compared with the return it replaced , filed 7 October 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Totals

Total revenue

$10,639,114

Total expenses

$6,651,715

Contributions and grants received

$6,445,750

Grants paid

$0

Program service revenue

$3,195,041

Investment income

$85,334

Other revenue

$912,989

Total assets, end of year

$27,583,956

Total liabilities, end of year

$1,423,972

Net assets or fund balances, end of year

$26,159,984

Program services expenses (Part IX)

$4,743,855

Management and general expenses

$1,119,884

Fundraising expenses

$787,976

Program service expenses (Part III)

$4,743,855

Program services were 71.3% 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.

Mission and programs · 2023

• RESEARCHRESEARCH TYPE 1 DIABETES:SANSUM DIABETES RESEARCH INSTITUTE (SDRI) IS A GLOBAL LEADER IN ADVANCING RESEARCH, EDUCATION, AND CLINICAL CARE TO THOSE IMPACTED BY TYPE 1 DIABETES (T1D). SDRI IS A PREFERRED SITE FOR CLINICAL TRIALS, A TESTAMENT TO OUR EXCEPTIONAL RESEARCH CAPABILITIES AND COMMITMENT TO ADVANCING DIABETES CARE. IN 2023, SDRI CONDUCTED 29 CLINICAL RESEARCH TRIALS, AND ENGAGED OVER 700 PARTICIPANTS. CURRENT INDUSTRY PARTNERS INCLUDE ABBOTT, DEXCOM, INSULET, ELI LILLY, MANNKIND, MEDTRONIC DIABETES, NOVO NORDISK, SANOFI, TANDEM DIABETES CARE, AND MORE.AS A PREFERRED INDUSTRY PARTNER, SDRI IS COMMITTED TO CONDUCTING PIVOTAL CLINICAL RESEARCH STUDIES TO EVALUATE THE ACCURACY AND EFFICACY OF DIABETES MANAGEMENT DEVICES, INCLUDING CONTINUOUS GLUCOSE MONITORS AND INSULIN PUMPS. THESE ADVANCEMENTS HAVE REVOLUTIONIZED T1D MANAGEMENT BY PROVIDING REAL-TIME ADJUSTMENTS AND REDUCING THE MENTAL BURDEN OF LIVING WITH DIABETES. SDRI WILL CONTINUE PARTNERING WITH INDUSTRY TO CREATE THE BEST QUALITY OF LIFE POSSIBLE FOR THOSE LIVING WITH DIABETES.SDRI SERVED AS A CLINICAL SITE IN THE TRIALS FOR MEDTRONICS CLOSED-LOOP TECHNOLOGY, TANDEM DIABETES CONTROL- IQ AND BASAL-IQ TECHNOLOGY, AND INSULETS AUTOMATED INSULIN DELIVERY SYSTEM OMNIPOD 5.GIVEN THAT INSULIN REMAINS A CORNERSTONE IN T1D MANAGEMENT, SDRI CONDUCTS COMPREHENSIVE STUDIES TO EXPLORE NOVEL INSULIN FORMULATIONS, DELIVERY METHODS, AND DOSING STRATEGIES. SDRI HAS PARTICIPATED IN KEY DRUG DEVELOPMENT CLINICAL TRIALS INCLUDING MANNKIND'S AFREZZA INHALED INSULIN, ELI LILLY'S ONCE-WEEKLY BASAL INSULIN AND GLP-1 INHIBITORS, NOVO NORDISK'S FAST ACTING INSULIN FIASP AND COMPARING TRESIBA AND LANTUS OVER LONG-HAUL TRAVEL, AND A COMPARISON BETWEEN SANOFI'S DRUGS, TOUJEO AND LANTUS. BY STAYING AT THE FOREFRONT OF INSULIN RESEARCH, WE AIM TO OPTIMIZE TREATMENT OUTCOMES AND MINIMIZE THE BURDEN OF DIABETES MANAGEMENT.SDRIS MEANINGFUL RESEARCH PROVIDES VALUABLE INSIGHTS THAT ENHANCE THE QUALITY OF LIFE FOR INDIVIDUALS LIVING WITH T1D.RESEARCH TYPE 2 DIABETES:SDRI IS COMMITTED TO CONDUCTING GROUNDBREAKING RESEARCH TO FIND THE NEXT BREAKTHROUGH IN MANAGING TYPE 2 DIABETES (T2D), AS IT IS ONE OF THE FASTEST GROWING CHRONIC DISEASES IN THE WORLD. WE UNDERSTAND THAT EDUCATION PLAYS A VITAL ROLE IN LIVING WITH T2D. OUR TEAM IS COMMITTED TO OFFERING A HOLISTIC APPROACH IN MANAGING T2D WITH A SPECIAL INTEREST IN ADVANCING EDUCATION AND RESEARCH OPPORTUNITIES FOR UNDERSERVED COMMUNITIES.IN 2023, SDRI CONDUCTED EDUCATION, DIABETES IN PREGNANCY, AND DEVICE CLINICAL RESEARCH STUDIES THAT HELPED IMPROVE THE CARE AND MANAGEMENT OF TYPE 2 DIABETES, LEADING TO BETTER HEALTH OUTCOMES AND QUALITY OF LIFE FOR PATIENTS. SDRI PROUDLY PARTNERED WITH ROOTED SANTA BARBARA COUNTY IN 2023 IN THE PRODUCTION OF A CULTURALLY TAILORED, PLANT-BASED NUTRITION CURRICULUM THAT AIMS TO IMPROVE THE HEALTH AND HEALTH EQUITY OF SOCIOECONOMICALLY DISADVANTAGED POPULATIONS IN SANTA BARBARA. SDRI EQUIPPED OUR COMMUNITY HEALTH WORKERS WITH NEARLY 30 HOURS OF COMPREHENSIVE TRAINING AT THE UNIVERSITY OF SOUTHERN CALIFORNIA IN 2023, WHERE THEY GAINED ESSENTIAL KNOWLEDGE AND SKILLS TO SUPPORT CLINICAL RESEARCH RECRUITMENT, ENSURE MEDICATION SAFETY, AND IMPROVE DIABETES MANAGEMENT WITH THE LOCAL LATINO COMMUNITY. IN 2023, SDRI PROVIDED INDIVIDUAL CARE TO 87 UNDERREPRESENTED LATINOS WHO WERE LIVING WITH PREDIABETES, TYPE 2 DIABETES, OR DIABETES IN PREGNANCY. SDRI CONTINUED TO LEAD THE SANTA BARBARA NUTRITION HEALTH COALITION IN 2023 IN DEVELOPING AND IMPLEMENTING INNOVATIVE, CULTURALLY SENSITIVE, COMMUNITY-BASED, AND EVIDENCE-BASED NUTRITION INTERVENTION PROGRAMS TO IMPROVE HEALTH AND HEALTH EQUITY OF VULNERABLE POPULATIONS LIVING IN SANTA BARBRA COUNTY.

  Expenses $4,595,932 · Revenue $3,134,391

• CLINICAL CARE:SDRI PROVIDED CLINICAL CARE IN 3 AREAS: DIABETES IN PREGNANCY, PEDIATRIC AND ADULT ENDOCRINOLOGY.FOR NEARLY 50 YEARS, SDRI HAS REMAINED A THOUGHT LEADER FOR DIABETES DURING PREGNANCY. OUR TEAM IS COMMITTED TO CONDUCTING GROUNDBREAKING RESEARCH TO HELP REDUCE RISKS FOR A WOMANS PREGNANCY THAT IS COMPLICATED BY DIABETES. IN 2023, SDRI PROVIDED PATIENT CARE TO 120 PATIENTS WHOSE PREGNANCY WAS COMPLICATED BY ANY FORM OF DIABETES INCLUDING PREDIABETES, GESTATIONAL DIABETES, TYPE 1 DIABETES, AND TYPE 2 DIABETES. DURING APPOINTMENTS OUR ELITE TEAM OFFERED PATIENTS INNOVATIVE TOOLS TO HELP STABILIZE BLOOD GLUCOSE LEVELS TO LIMIT COMPLICATIONS TO BOTH THE EXPECTANT MOTHER AND BABY. SDRI PARTNERS WITH THE SANTA BARBARA COUNTY HEALTH DEPARTMENT TO ENSURE THAT UNDERREPRESENTED LATINA WOMEN RECEIVE SUPERIOR CARE FOR THEIR PREGNANCY COMPLICATED BY DIABETES. IN 2023, SDRI INITIATED THREE TRANSFORMATIONAL RESEARCH STUDIES CRITICAL TO DIAGNOSING AND MANAGING DIABETES IN PREGNANCY, IMPROVING HEALTH OUTCOMES, AND ENHANCING THE LIFESPAN OF MOTHERS AND THEIR BABIES. SDRI SERVED AS A CLINICAL RESEARCH SITE FOR THE FIRST AT HOME USE OF A PREGNANCY SPECIFIC CLOSED-LOOP SYSTEM. IN COLLABORATION WITH HARVARD JOHN A. PAULSON SCHOOL OF ENGINEERING AND APPLIED SCIENCES AT HARVARD UNIVERSITY, ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI, AND THE MAYO CLINIC. THIS STUDY, PUBLISHED IN DIABETES CARE, DEMONSTRATED THAT IN 2023, THE TRIAL DEMONSTRATED THAT THE SYSTEM IMPROVED BLOOD SUGAR CONTROL WITHOUT INCREASING RISKS, INDICATING IT CAN SAFELY HELP PREGNANT WOMEN MANAGE THEIR BLOOD SUGAR TARGETS AT HOME. THE STUDY RESULTS WERE PRESENTED AT THE ADVANCED TECHNOLOGIES AND TREATMENTS FOR DIABETES 2023 INTERNATIONAL DIABETES CONGRESS. SDRI IS PROUD TO PLAY A CRITICAL ROLE IN ENSURING THE HEALTH SPAN AND LIFESPAN OF WOMEN WHOSE PREGNANCIES ARE COMPLICATED BY DIABETES, AS WELL AS THEIR BABIES.

  Expenses $118,923 · Revenue $51,650

• EDUCATION AND COMMUNITY OUTREACH:CONTINUING THE LEGACY OF FOUNDER WILLIAM SANSUM, MD, SDRI HAS REMAINED COMMITTED TO PROVIDING LIFE-SAVING DIABETES CARE TO THE COMMUNITY, ENSURING THAT COST IS NEVER A BARRIER. TO EXPAND OUR REACH IN SANTA BARBARA AND HELP ADDRESS DISPARITIES IN ACCESS TO CARE, SDRI BEGAN HOSTING MOBILE CLINICS IN 2023 AT VARIOUS LOCATIONS AND EVENTS THROUGHOUT THE CITY. THESE MOBILE CLINICS, RUN BY BILINGUAL COMMUNITY HEALTH WORKERS, PROVIDE AN OPPORTUNITY FOR ATTENDEES TO RECEIVE CULTURALLY APPROPRIATE DIABETES EDUCATION, TEST BLOOD GLUCOSE LEVELS, CALCULATE THEIR BODY MASS INDEX, AND GET CONNECTED TO NECESSARY RESOURCES.RECOGNIZING A GROWING NEED FOR DIABETES TREATMENT AND PREVENTION WITHIN THE LOCAL LATINO POPULATION, IN 2023, SDRI SECURED A PERMANENT SPACE AT LA CASA DE LA RAZA, A PLACE WHERE SANTA BARBARAS LATINO COMMUNITY CAN CONGREGATE, HOST EVENTS, ATTEND WORKSHOPS, AND RECEIVE ASSISTANCE FROM SEVERAL NONPROFITS. IN ADDITION TO HOSTING CLINICS WEEKLY AT LA CASA, SDRI PROVIDED HEALTH SCREENINGS AND DIABETES EDUCATION AT SEVERAL OTHER LOCATIONS THROUGHOUT THE YEAR INCLUDING THE EASTSIDE LIBRARY, CARPINTERIA CHILDRENS PROJECT, AND THE SENIOR EXPO OF SANTA BARBARA AT EARL WARREN SHOWGROUNDS.SDRI CREATED A SERIES OF EDUCATION CLASSES FOR THE LATINO POPULATION INCLUDING: OCHO PASOS - 8 WEEKS TO HEALTHY LIVING, SEMILLAS DE CAMBIO - OCHO PASOS DURING PREGNANCY, AND GRUPO DE APOYO SPANISH PROGRAM FOR INDIVIDUALS LIVING WITH, OR AT RIS OF DEVELOPING, TYPE 2 DIABETES.COMMUNITY HEALTH WORKERS PLAY A VITAL ROLE IN OUR EFFORTS TO PROMOTE HEALTH EQUITY BY BRIDGING GAPS IN HEALTHCARE ACCESS AND EDUCATION. THESE DEDICATED INDIVIDUALS ARE TRAINED AT SDRI TO BECOME SPECIALISTS IN DIABETES AND RESEARCH PROGRAMS, WORKING CLOSELY WITH COMMUNITY MEMBERS TO PROVIDE CULTURALLY COMPETENT CARE, SUPPORT SELF-MANAGEMENT PRACTICES, AND EMPOWER INDIVIDUALS TO TAKE CONTROL OF THEIR HEALTH AND DIABETES. IN 2023, SDRI OFFERED ONETALK A PROGRAM WHERE PARTICIPANTS IMPACTED BY T!D SHARE THEIR IDEAS, EXPERIENCE AND EXPLORE WAYS TO ENHANCE THEIR HEALTH AND LIFESTYLE; LADATALK A PROGRAM FOR THOSE IMPACTED BY LATENT AUTOIMMUNE DIABETES IN ADULTS (LADA) AND OFFERS INSIGHTS, CONNECTIONS, AND UP-TO-DATE INFORMATION ON CLINICAL RESEARCH TRIALS FROM SDRIS CLINICAL RESEARCH TEAM; FAMILY OUTREACH EVENTS - QUARTERLY EVENTS TO SUPPORT THE DIABETES COMMUNITY, WHERE FAMILIES CONNECT WITH OTHERS LIVING WITH TYPE 1 DIABETES, SHARE EXPERIENCES, AND LEARN ABOUT CURRENT CLINICAL TRIALS FROM SDRIS CLINICAL RESEARCH TEAM.

  Expenses $29,000 · Revenue $9,000

As filed on the 2023 return.

Listed in Part VII

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

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

21 November 2024

IRS schema version

2023v5.1

Source object

202443269349301459

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