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This return was superseded by a later amendment.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 KurtzTHOMAS 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-ShiongDR PATRICK SOON-SHIONG
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
James BanaagJAMES BANAAG
BOARD SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Robert MorseROBERT MORSE
BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Dr Manjunath HeggereDR MANJUNATH HEGGERE
MEDICAL STAFF PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Richard SukenikRICHARD 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 BrockJAMIE 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 HuHAI 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 LinXIAOYING 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 SomiariSTELLA 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 KvecherLEONID 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 RussoMARIANO RUSSO
SCIENTIST
- Total calculated
- $138,880
- From this org
- $123,259
- From related orgs
- $0
- Other
- $15,621
- Hours/week
- 40
-
Jianfang LiuJIANFANG 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.
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501(C)(3) · HOSPITAL · PA
-
501(C)(3) · RESEARCH · PA
-
WINDBER HOSPITAL PALLIATIVE CARE FOUNDATION
501(C)(3) · FUNDRAISING · PA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541349349307474
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