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Nonprofiteer
← LOVELACE BIOMEDICAL RESEARCH INSTITUTE

Form 990 for tax year 2022

Filed by LOVELACE BIOMEDICAL RESEARCH INSTITUTE.

Totals

Total revenue
$112,131,523
Total expenses
$94,680,185
Contributions and grants received
$12,759,726
Grants paid
$0
Program services expenses (Part IX)
$82,136,254
Management and general expenses
$12,543,931
Fundraising expenses
$0
Program service expenses (Part III)
$82,136,254

Program services were 86.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ALAN KADISH PRESIDENT

    AND CHAIRMAN OF THE BOARD

    Total calculated
    $1,309,613
    From this org
    $37,907
    From related orgs
    $1,044,121
    Other
    $227,585
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,044,121 related
    Bonus
    $0
    Other
    $37,907
    Deferred
    $0 + $80,000 related
    Nontaxable benefits
    $0 + $147,585 related
    Filer's total
    $37,907 + $1,271,706 related

  • JACKIE LOVELACE JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JANE DELGADO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHRIS SPENCER CPA DIR

    CHAIR BUDGET & FINANCE(THRU 7/5/22)

    Total calculated
    $0
    Hours/week
    2

  • PAMELA SULLIVAN DIR CHAIR

    AUDIT & COMPENSATION (THRU 7/5/22)

    Total calculated
    $0
    Hours/week
    2

  • MATTHEW F BONILLA

    SPECIAL APPOINTEE

    Total calculated
    $0
    Hours/week
    2

  • J GRANT BURCHAM

    DIRECTOR (THRU 7/5/22)

    Total calculated
    $0
    Hours/week
    2

  • TESS BURLESON

    DIRECTOR (THRU 7/5/22)

    Total calculated
    $0
    Hours/week
    2

  • SANDRA CHAVEZ

    DIRECTOR (THRU 7/5/22)

    Total calculated
    $0
    Hours/week
    2

  • MAJOR GENERAL JOHN DOESBURG

    DIRECTOR (THRU 7/5/22)

    Total calculated
    $0
    Hours/week
    2

  • GREGORY DOWNEY MD

    DIRECTOR (THRU 7/5/22)

    Total calculated
    $0
    Hours/week
    2

  • TERRY DUNLAY

    DIRECTOR (THRU 7/5/22)

    Total calculated
    $0
    Hours/week
    2

  • SARA EASTERSON-BOND

    DIRECTOR (THRU 7/5/22)

    Total calculated
    $0
    Hours/week
    2

  • WANDA HERNANDEZ

    SPECIAL APPOINTEE

    Total calculated
    $0
    Hours/week
    2

  • JOSEPH D MARK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • NICHOLAS S JANIGA

    SPECIAL APPOINTEE

    Total calculated
    $0
    Hours/week
    2

  • LAWRENCE D PLATT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MARGARET RETTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ZVIGMOND RYZMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MELVIN TWIEST MD

    DIRECTOR (THRU 7/5/22)

    Total calculated
    $0
    Hours/week
    2

  • RICHARD GILL PHD

    DIRECTOR (THRU 7/5/22)

    Total calculated
    $0
    Hours/week
    2

  • ROBERT RUBIN PHD

    CEO, ADVISORY NON-VOTING DIRECTOR

    Total calculated
    $954,602
    From this org
    $850,098
    From related orgs
    $0
    Other
    $104,504
    Hours/week
    39.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $772,699
    Bonus
    $30,000
    Other
    $47,399
    Deferred
    $94,788
    Nontaxable benefits
    $9,716
    Filer's total
    $954,602

  • SHANNON TOMA

    EXEC VP, COO/CFO

    Total calculated
    $706,749
    From this org
    $666,454
    From related orgs
    $0
    Other
    $40,295
    Hours/week
    39.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $641,454
    Bonus
    $25,000
    Other
    $0
    Deferred
    $29,881
    Nontaxable benefits
    $10,414
    Filer's total
    $706,749

  • JACOB MCDONALD

    VP, APPLIED SCIENCE

    Total calculated
    $398,672
    From this org
    $355,090
    From related orgs
    $0
    Other
    $43,582
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $305,090
    Bonus
    $50,000
    Other
    $0
    Deferred
    $29,881
    Nontaxable benefits
    $13,701
    Filer's total
    $398,672

  • DAVID FLANDERS

    VP, HUMAN RESOURCES

    Total calculated
    $320,826
    From this org
    $286,667
    From related orgs
    $0
    Other
    $34,159
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,667
    Bonus
    $20,000
    Other
    $0
    Deferred
    $28,381
    Nontaxable benefits
    $5,778
    Filer's total
    $320,826

  • STEVEN BELINSKY VP ACADEMIC

    RESEARCH / SR. SCIENTIST

    Total calculated
    $438,795
    From this org
    $397,874
    From related orgs
    $0
    Other
    $40,921
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $347,874
    Bonus
    $50,000
    Other
    $0
    Deferred
    $29,881
    Nontaxable benefits
    $11,040
    Filer's total
    $438,795

  • KENT KIEHL

    EXECUTIVE SCIENCE OFFICER

    Total calculated
    $398,096
    From this org
    $357,680
    From related orgs
    $0
    Other
    $40,416
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $347,680
    Bonus
    $10,000
    Other
    $0
    Deferred
    $29,881
    Nontaxable benefits
    $10,535
    Filer's total
    $398,096

  • ANDREW MAYER

    VP, INTERDISCIPLINARY SCIE

    Total calculated
    $290,163
    From this org
    $250,931
    From related orgs
    $0
    Other
    $39,232
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,931
    Bonus
    $0
    Other
    $0
    Deferred
    $25,523
    Nontaxable benefits
    $13,709
    Filer's total
    $290,163

  • EDWARD BARRETT

    SR. DIRECTOR, PHARMACOLOGY

    Total calculated
    $286,279
    From this org
    $247,479
    From related orgs
    $0
    Other
    $38,800
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,479
    Bonus
    $20,000
    Other
    $0
    Deferred
    $25,042
    Nontaxable benefits
    $13,758
    Filer's total
    $286,279

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 · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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)

PART I, LINE 1A
PROVIDED GROSS-UP PAYMENTS ON DR. RUBIN SERP. PROVIDED FIRST CLASS TRAVEL AS A CONVENIENCE TO STEVE BELINSKY. THIS WAS NOT REPORTED AS TAXABLE INCOME.
PART I, LINE 4B
DR. ROBERT RUBIN PER COMPENSATION AGREEMENT. PAYMENT FOR PERIOD ENDING JUNE 30, 2023 MADE DECEMBER 2022 AND IS THE LAST PAYMENT FOR THIS AGREEMENT WHICH ENDED UPON AFFILIATION WITH NYMC, LLC.
PART I, LINE 7
BONUS IS ESTABLISHED BY THE BOARD OF DIRECTORS.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
20 February 2024
IRS schema version
2022v5.0
Source object
202400529349300525

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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