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Nonprofiteer
← TRANSLATIONAL GENOMICS RESEARCH INSTITUTE

Form 990 for tax year 2023

Filed by TRANSLATIONAL GENOMICS RESEARCH INSTITUTE.

Totals

Total revenue
$85,916,307
Total expenses
$84,441,597
Contributions and grants received
$36,551,884
Grants paid
$0
Program service revenue
$40,602,807
Investment income
$13,098,742
Other revenue
-$4,337,126
Total assets, end of year
$148,610,558
Total liabilities, end of year
$52,983,880
Net assets or fund balances, end of year
$95,626,678
Program services expenses (Part IX)
$56,352,290
Management and general expenses
$28,089,307
Fundraising expenses
$0
Program service expenses (Part III)
$56,352,290

Program services were 66.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JEFFREY M TRENT PHD

    BOARD MEMBER/PRES/SCIENCE DIR.

    Total calculated
    $1,876,254
    From this org
    $0
    From related orgs
    $1,532,966
    Other
    $343,288
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $878,368 related
    Bonus
    $0 + $542,543 related
    Other
    $0 + $112,055 related
    Deferred
    $0 + $312,181 related
    Nontaxable benefits
    $0 + $31,107 related
    Filer's total
    $0 + $1,876,254 related

  • ROBERT W STONE

    BD & VICE CHRM/COH CEO & PRES.

    Total calculated
    $6,149,980
    From this org
    $0
    From related orgs
    $4,482,649
    Other
    $1,667,331
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,070,777 related
    Bonus
    $0 + $2,198,670 related
    Other
    $0 + $213,202 related
    Deferred
    $0 + $1,627,784 related
    Nontaxable benefits
    $0 + $39,547 related
    Filer's total
    $0 + $6,149,980 related

  • WILLIAM J POST

    BOARD MEMBER/CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 9 related

  • ANTHONY SCOTT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BENNETT DORRANCE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID J GULLEN MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KAREN QUINTOS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARILYN QUAYLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAMELA KEHALY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RICHARD SILVERMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHARON HARPER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TERRY PEETS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CRISTIN O'CALLAHAN

    SECRETARY/COH GENERAL COUNSEL

    Total calculated
    $1,472,461
    From this org
    $0
    From related orgs
    $1,131,338
    Other
    $341,123
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $646,722 related
    Bonus
    $0 + $422,708 related
    Other
    $0 + $61,908 related
    Deferred
    $0 + $308,950 related
    Nontaxable benefits
    $0 + $32,173 related
    Filer's total
    $0 + $1,472,461 related

  • JENNIFER A PARKHURST

    TREASURER/COH CFO (PT YR)

    Total calculated
    $1,629,130
    From this org
    $0
    From related orgs
    $1,564,286
    Other
    $64,844
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $681,962 related
    Bonus
    $0 + $400,034 related
    Other
    $0 + $482,290 related
    Deferred
    $0 + $25,091 related
    Nontaxable benefits
    $0 + $39,753 related
    Filer's total
    $0 + $1,629,130 related

  • KEVIN CAMPBELL

    CHIEF INFORMATION OFFICER

    Total calculated
    $300,916
    From this org
    $275,299
    From related orgs
    $0
    Other
    $25,617
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,059
    Bonus
    $30,000
    Other
    $1,240
    Deferred
    $15,231
    Nontaxable benefits
    $10,386
    Filer's total
    $300,916

  • MANUEL ESTRADA

    CFO/ASSISTANT TREASURER

    Total calculated
    $475,653
    From this org
    $439,142
    From related orgs
    $0
    Other
    $36,511
    Hours/week
    39

    Schedule J breakdown matched by us

    Base
    $376,611
    Bonus
    $61,289
    Other
    $1,242
    Deferred
    $19,740
    Nontaxable benefits
    $16,771
    Filer's total
    $475,653

  • STEPHANIE MCRAE

    GENERAL COUNSEL/ASST SECRETARY

    Total calculated
    $408,167
    From this org
    $383,664
    From related orgs
    $0
    Other
    $24,503
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $318,842
    Bonus
    $40,000
    Other
    $24,822
    Deferred
    $11,712
    Nontaxable benefits
    $12,791
    Filer's total
    $408,167

  • TERESA BURLESON

    CHIEF OPERATING OFFICER

    Total calculated
    $749,378
    From this org
    $718,000
    From related orgs
    $0
    Other
    $31,378
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $577,628
    Bonus
    $138,299
    Other
    $2,073
    Deferred
    $19,740
    Nontaxable benefits
    $11,638
    Filer's total
    $749,378

  • DANIEL VON HOFF

    PHYSICIAN IN CHIEF

    Total calculated
    $848,466
    From this org
    $825,361
    From related orgs
    $0
    Other
    $23,105
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $809,221
    Bonus
    $13,668
    Other
    $2,472
    Deferred
    $13,471
    Nontaxable benefits
    $9,634
    Filer's total
    $848,466

  • KENDALL JENSEN

    DEPUTY DIR. OF RESEARCH RES.

    Total calculated
    $443,347
    From this org
    $408,623
    From related orgs
    $0
    Other
    $34,724
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $321,972
    Bonus
    $85,409
    Other
    $1,242
    Deferred
    $16,650
    Nontaxable benefits
    $18,074
    Filer's total
    $443,347

  • MICHAEL BERENS

    DEPUTY DIRECTOR OF RESEARCH

    Total calculated
    $500,310
    From this org
    $468,875
    From related orgs
    $0
    Other
    $31,435
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $405,070
    Bonus
    $36,647
    Other
    $27,158
    Deferred
    $19,596
    Nontaxable benefits
    $11,839
    Filer's total
    $500,310

  • SUNIL SHARMA

    DEPUTY DIR OF CLINIC. SCIENCES

    Total calculated
    $642,606
    From this org
    $612,970
    From related orgs
    $0
    Other
    $29,636
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $558,214
    Bonus
    $29,934
    Other
    $24,822
    Deferred
    $15,051
    Nontaxable benefits
    $14,585
    Filer's total
    $642,606

  • CHERYL BABO

    GENERAL COUNSEL, ASSOCIATE

    Total calculated
    $375,624
    From this org
    $360,307
    From related orgs
    $0
    Other
    $15,317
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,985
    Bonus
    $85,000
    Other
    $2,322
    Deferred
    $13,619
    Nontaxable benefits
    $1,698
    Filer's total
    $375,624

  • CRISTIAN TOMASETTI

    PROFESSOR

    Total calculated
    $740,867
    From this org
    $632,656
    From related orgs
    $0
    Other
    $108,211
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $338,914
    Bonus
    $270,000
    Other
    $23,742
    Deferred
    $99,433
    Nontaxable benefits
    $8,778
    Filer's total
    $740,867

  • GALEN PERRY

    SR. VP OF MKTG & COMMUNICATION

    Total calculated
    $426,064
    From this org
    $392,474
    From related orgs
    $0
    Other
    $33,590
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,910
    Bonus
    $122,000
    Other
    $3,564
    Deferred
    $19,611
    Nontaxable benefits
    $13,979
    Filer's total
    $426,064

  • MATT HUENTELMAN

    PROFESSOR

    Total calculated
    $500,962
    From this org
    $437,867
    From related orgs
    $0
    Other
    $63,095
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $324,197
    Bonus
    $112,860
    Other
    $810
    Deferred
    $59,407
    Nontaxable benefits
    $3,688
    Filer's total
    $500,962

  • NICHOLAS SCHORK

    PROFESSOR

    Total calculated
    $481,816
    From this org
    $460,472
    From related orgs
    $0
    Other
    $21,344
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $427,172
    Bonus
    $30,023
    Other
    $3,277
    Deferred
    $16,511
    Nontaxable benefits
    $4,833
    Filer's total
    $481,816

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

  • 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 3 Arrangement used to establish the top management official's compensation
THE PRESIDENT OF TGEN IS COMPENSATED BY ITS RELATED ORGANIZATION, CITY OF HOPE, WHICH ALSO DETERMINES THE METHODS FOR ESTABLISHING COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
CITY OF HOPE HAS A NON QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B) (III). PRIOR TO VESTING, THE ANNUAL CONTRIBUTION AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PURSUANT TO THE PLAN DOCUMENT, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. FOR CALENDAR YEAR 2023, THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: ROBERT STONE - $59,965 JEFFREY TRENT - $16,028
Schedule J, Part I, Line 7 Non-fixed payments
THE TRANSLATIONAL GENOMICS RESEARCH INSTITUE'S EXECUTIVES AND CERTAIN KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO ORGANIZATIONAL KEY PERFORMANCE INDICATORS AND INDIVIDUAL OBJECTIVES. THE KEY PERFORMANCE INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF CITY OF HOPE AND AFFILIATES AND ARE BOTH FINANCIAL AND NON-FINANCIAL. THE POTENTIAL INCENTIVE COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. THE KEY PERFORMANCE INDICATORS ARE WEIGHTED BASED ON THE PARTICIPANT'S PRIMARY AREA(S) OF RESPONSIBILITY, WITH ORGANIZATIONAL KEY PERFORMANCE INDICATORS WEIGHTED FROM 70 PERCENT TO 90 PERCENT, AND AND THE INDIVIDUAL OBJECTIVES WEIGHTED FROM 10 PERCENT TO 30 PERCENT. THE AIP IS UNDER THE CONTROL OF, AND ADMINISTERED BY, THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. TO BE ELIGIBLE, THE PARTICIPANTS IN THE AIP MUST BE EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. CITY OF HOPE MAY, IN ITS DISCRETION, CANCEL ALL OR A PORTION OF ANY INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THE FOLLOWING CIRCUMSTANCES (CANCELLATION POLICY): A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OF MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. THE AIP INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2023 WAS PAID IN CALENDAR YEAR 2023 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). ADDITIONALLY, CITY OF HOPE HAS AN EXECUTIVE LONG-TERM INCENTIVE (LTI) PLAN FOR CERTAIN EXECUTIVES WHICH IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE PLAN ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 9) RAN FROM OCTOBER 1, 2020 THROUGH SEPTEMBER 30, 2023 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1ST THEREAFTER (E.G., CYCLE 10 RUNS FROM OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE PLAN, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE PLAN DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2023, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN (C). THE LTI PLAN IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED PREVIOUSLY. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED A PAYOUT OF PLAN CYCLE 9 LTI INCENTIVES (OCTOBER 1, 2020 THROUGH SEPTEMBER 30, 2023) IN DECEMBER 2023. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(II).
Schedule J, Part II SCHEDULE J, PART II
SOME OF TGEN'S OFFICERS AND KEY EMPLOYEES LISTED IN PART VII HAVE RETENTION AGREEMENTS THROUGH 2023 AND 2022. AMOUNTS ACCRUED BY TGEN DURING CALENDAR YEAR 2023 UNDER THESE AGREEMENTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202522269349300102

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