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← WINDBER RESEARCH INSTITUTE

Form 990 for tax year 2023

Filed by WINDBER RESEARCH INSTITUTE.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 30 May 2025. 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.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$8,915,878
Total expenses
$7,720,003
Contributions and grants received
$8,472,633
Grants paid
$0
Program service revenue
$0
Investment income
$502
Other revenue
$442,743
Total assets, end of year
$11,810,283
Total liabilities, end of year
$3,351,195
Net assets or fund balances, end of year
$8,459,088
Program services expenses (Part IX)
$4,223,828
Management and general expenses
$3,496,175
Fundraising expenses
$0
Program service expenses (Part III)
$4,223,828

Program services were 54.7% 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.

  • 1f · All other contributions, gifts and grants

    $8,472,633

  • 3 · Investment income

    total $502 · excluded $502

  • 6a · Gross rents

    real property $42,540

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $42,540

  • 6d · Net rental income or loss

    total $42,540 · related or exempt $42,540

  • 11a · Other revenue: EXPENSE REIMBURSEMENT

    total $400,203 · related or exempt $400,203

  • 11e · Other revenue, total

    $400,203

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,019,645 · program services $655,511 · management and general $364,134

  • 7 · Other salaries and wages

    total $2,788,465 · program services $1,515,854 · management and general $1,272,611

  • 8 · Pension plan contributions

    total $46,987 · program services $25,543 · management and general $21,444

  • 9 · Other employee benefits

    total $130,531 · program services $70,959 · management and general $59,572

  • 10 · Payroll taxes

    total $259,074 · program services $140,837 · management and general $118,237

  • 11b · Fees: legal

    total $22,913 · management and general $22,913

  • 11g · Fees: other

    total $318,950 · program services $318,950

  • 12 · Advertising and promotion

    total $1,473 · management and general $1,473

  • 13 · Office expenses

    total $342,294 · program services $325,947 · management and general $16,347

  • 16 · Occupancy

    total $207,106 · program services $112,586 · management and general $94,520

  • 17 · Travel

    total $35,676 · program services $28,991 · management and general $6,685

  • 19 · Conferences, conventions and meetings

    total $12,451 · program services $12,273 · management and general $178

  • 20 · Interest

    total $37,845 · management and general $37,845

  • 22 · Depreciation, depletion and amortization

    total $673,878 · program services $223,945 · management and general $449,933

  • 23 · Insurance

    total $201,455 · program services $109,514 · management and general $91,941

  • 24a · Other expenses: OVERHEAD

    total $720,000 · management and general $720,000

  • 24b · Other expenses: EQUIPMENT REPAIRS

    total $451,270 · program services $401,033 · management and general $50,237

  • 24c · Other expenses: OTHER EXPENSES

    total $239,448 · program services $139,649 · management and general $99,799

  • 24d · Other expenses: GRANT EXPENSES

    total $117,963 · program services $117,963

  • 24e · All other expenses

    total $92,579 · program services $24,273 · management and general $68,306

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,943,015 · end of year $1,021,956

  • 3 · Pledges and grants receivable

    beginning of year $1,739,441 · end of year $1,156,164

  • 4 · Accounts receivable

    beginning of year $145,847 · end of year $159,992

  • 9 · Prepaid expenses and deferred charges

    beginning of year $291,363 · end of year $289,928

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

    $19,465,746

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

    $13,334,143

  • 10c · Land, buildings and equipment, net

    beginning of year $6,774,189 · end of year $6,131,603

  • 15 · Other assets

    beginning of year $520,833 · end of year $3,050,640

  • 17 · Accounts payable and accrued expenses

    beginning of year $640,881 · end of year $490,266

  • 19 · Deferred revenue

    beginning of year $2,290,095 · end of year $1,790,481

  • 23 · Secured mortgages and notes payable

    beginning of year $1,186,827 · end of year $1,041,334

  • 24 · Unsecured notes and loans payable

    beginning of year $33,672 · end of year $29,114

  • 27 · Net assets without donor restrictions

    beginning of year $7,234,720 · end of year $8,430,595

  • 28 · Net assets with donor restrictions

    beginning of year $28,493 · end of year $28,493

Mission and programs · 2023

Mission

THE CHAN SOON-SHIONG INSTITUTE OF MOLECULAR MEDICINE AT WINDBER IS COMMITTED TO DISCOVERING MOLECULAR DIAGNOSTIC AND PROGNOSTIC BIOMARKERS AND DEVELOPING ADVANCED DISEASE PREVENTION MEASURES THAT WILL LEAD TO EARLY DIAGNOSIS AND TREATMENT, DECREASED DISEASE AND EDUCATION.

Activities or mission (Part I)

THE CHAN SOON-SHIONG INSTITUTE OF MOLECULAR MEDICINE AT WINDBER IS COMMITTED TO DISCOVERING MOLECULAR DIAGNOSTIC AND PROGNOSTIC BIOMARKERS AND DEVELOPING ADVANCED DISEASE PREVENTION MEASURES.

  • APOLLO YEAR 4 - WRI HAS A LONG HISTORY OF COLLABORATING WITH WALTER REED NATIONAL MILITARY MEDICAL, INITIALLY FOCUSING ON THE CLINICAL BREAST CARE PROJECT (CBCP) AND NOW EXPANDING TO PAN-CANCER STUDIES WHICH NOW INCLUDES THE APOLLO PROJECT. WRL'S OVERARCHING ROLE FOR THE APOLLO PROJECT IS TO PROVIDE A CENTRAL BIOREPOSITORY FOR SAMPLE INVENTORY MANAGEMENT, SAMPLE PROCESSING, DISTRIBUTION AND LONG-TERM STORAGE. ADDITIONALLY, SAMPLE QUALITY WILL BE ASSESSED TO ENSURE SUITABILITY FOR RESEARCH. WRL'S INFORMATICS INFRASTRUCTURE SYSTEM WILL BE USED TO ENHANCE CLINICOPATHOLOGIC DATA COLLECTION AND MANAGEMENT, SUPPORT MOLECULAR DATA MANAGEMENT, AND INTEGRATE AND RENDER DATA AVAILABLE FOR RESEARCH. THE BIOINFORMATICS TEAM WILL ANALYZE DATA TO UNCOVER MOLECULAR DIFFERENCES THAT CAN BE USED IN DISEASES CLASSIFICATION, BIOMARKER DISCOVERY AND EARLY DISEASES DETECTION.

    Expenses $2,088,156

  • BCCOE '22 - BREAST CANCER TRANSLATIONAL RESEARCH CENTER OF EXCELLENCE. WRI HAS BEEN PROVIDING BIOBANKING, INFORMATICS INFRASTRUCTURE AND BIOINFORMATICS SERVICES TO CBCP FOR MORE THAN 20 YEARS. THE BIOBANK AT WRI IS COLLEGE OF AMERICAN PATHOLOGIST (CAP) ACCREDITED, AND SERVES AS THE CENTRAL REPOSITORY FOR ALL THE CBCP BIOSPECIMEN COLLECTIONS. IN VIEW OF THIS, WE MAINTAIN THE HIGHEST INDUSTRY STANDARDS AND BEST PRACTICES IN THE MANAGEMENT OF CBCP SAMPLE INVENTORY. TO DATE WE HAVE OVER 263,000 CBCP SAMPLE ALIQUOTS STORED IN OUR FACILITY AND MAINTAIN 24/7 MONITORING OF STORAGE FREEZERS AMONG OTHER QUALITY MEASURES. WE HAVE ESTABLISHED QUALITY MANAGEMENT SYSTEMS THAT ENSURES SUSTAINED QUALITY OF THE STORED BIOSPECIMENS. THESE STANDARDS ARE IN ACCORDANCE WITH OUR ACCREDITATION STANDARDS AND ENSURED FOR ALL FUTURE COLLECTIONS.

    Expenses $1,402,580

  • BCCOE '21 - BREAST CANCER TRANSLATIONAL RESEARCH CENTER OF EXCELLENCE. WRI HAS BEEN PROVIDING BIOBANKING, INFORMATICS INFRASTRUCTURE AND BIOINFORMATICS SERVICES TO CBCP FOR MORE THAN 20 YEARS. THE BIOBANK AT WRI IS COLLEGE OF AMERICAN PATHOLOGIST (CAP) ACCREDITED, AND SERVES AS THE CENTRAL REPOSITORY FOR ALL THE CBCP BIOSPECIMEN COLLECTIONS. IN VIEW OF THIS, WE MAINTAIN THE HIGHEST INDUSTRY STANDARDS AND BEST PRACTICES IN THE MANAGEMENT OF CBCP SAMPLE INVENTORY. TO DATE WE HAVE OVER 263,000 CBCP SAMPLE ALIQUOTS STORED IN OUR FACILITY AND MAINTAIN 24/7 MONITORING OF STORAGE FREEZERS AMONG OTHER QUALITY MEASURES. WE HAVE ESTABLISHED QUALITY MANAGEMENT SYSTEMS THAT ENSURES SUSTAINED QUALITY OF THE STORED BIOSPECIMENS. THESE STANDARDS ARE IN ACCORDANCE WITH OUR ACCREDITATION STANDARDS AND ENSURED FOR ALL FUTURE COLLECTIONS.

    Expenses $676,896

  • Expenses $56,196

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Thomas Kurtz

    PRESIDENT AND CEO

    Total calculated
    $506,435
    From this org
    $337,139
    From related orgs
    $144,877
    Other
    $24,419
    Hours/week
    25 + 15 related

    Schedule J breakdown matched by us

    Base
    $337,139 + $144,877 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $337,139 + $144,877 related
  • Dr Patrick Soon-Shiong

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2
  • James Banaag

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Robert Morse

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Dr Manjunath Heggere

    MEDICAL STAFF PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Richard Sukenik

    CFO

    Total calculated
    $350,076
    From this org
    $0
    From related orgs
    $318,973
    Other
    $31,103
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $318,973 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $318,973 related
  • Jamie Brock

    VP/HR AND ADMIN SERVICES

    Total calculated
    $317,505
    From this org
    $0
    From related orgs
    $302,427
    Other
    $15,078
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,427 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $302,427 related
  • Hai Hu

    CHIEF SCIENTIFIC OFFICER

    Total calculated
    $333,950
    From this org
    $311,564
    From related orgs
    $0
    Other
    $22,386
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $311,564
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $311,564
  • Xiaoying Lin

    SCIENTIST

    Total calculated
    $202,371
    From this org
    $189,175
    From related orgs
    $0
    Other
    $13,196
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,175
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $189,175
  • Stella Somiari

    SCIENTIST

    Total calculated
    $201,929
    From this org
    $175,777
    From related orgs
    $0
    Other
    $26,152
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,777
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $175,777
  • Leonid Kvecher

    SCIENTIST

    Total calculated
    $175,490
    From this org
    $157,267
    From related orgs
    $0
    Other
    $18,223
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,267
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $157,267
  • Mariano Russo

    SCIENTIST

    Total calculated
    $138,880
    From this org
    $123,259
    From related orgs
    $0
    Other
    $15,621
    Hours/week
    40
  • Jianfang Liu

    SCIENTIST

    Total calculated
    $125,394
    From this org
    $116,483
    From related orgs
    $0
    Other
    $8,911
    Hours/week
    40

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.

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
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202541349349307474

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