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Nonprofiteer
← JACKSON LABORATORY

Form 990 for tax year 2022

Filed by JACKSON LABORATORY.

Totals

Total revenue
$553,515,570
Total expenses
$532,815,716
Contributions and grants received
$119,479,687
Grants paid
$2,773,594
Program services expenses (Part IX)
$458,361,860
Management and general expenses
$70,543,136
Fundraising expenses
$3,910,720
Program service expenses (Part III)
$458,361,860

Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID J ROUX

    CHAIR EMERITUS

    Total calculated
    $0
    Hours/week
    2

  • THOMAS C BARRY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • OTIS W BRAWLEY MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TIMOTHY D DATTELS

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    5

  • JULIE H DAUM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LON CARDON PHD FMEDSCI

    PRESIDENT & CEO

    Total calculated
    $1,496,461
    From this org
    $1,299,235
    From related orgs
    $0
    Other
    $197,226
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,100,002
    Bonus
    $0
    Other
    $199,233
    Deferred
    $165,000
    Nontaxable benefits
    $32,226
    Filer's total
    $1,496,461

  • STEVEN B FINK JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JEFFREY M FRIEDMAN MD PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JEAN HOFFMAN UNTIL 1222

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHN A GIBBONS JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NEAL B MILCH JD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • GEORGE G MONTGOMERY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • FRANK MOSS PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DENNIS J PAUSTENBACH PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JENNY E ROOKE PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOSHUA BRODER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARY KATE WOLD JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • GEOFFREY W SMITH JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOAN A STEITZ PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHARLES E HEWETT PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BERTRAND GARCIA-MORENO PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ADAORA A ADIMORA MD MPH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CARLA E BRODLEY PHD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JOHN LOWRY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MELISSA C GUZY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHN SCHIMENTI PHD UNTIL 822

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SANDRA WAITE JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NANCY J COX PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JANET ROSSANT PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DINAKAR SINGH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • S CATHERINE LONGLEY

    EXECUTIVE VICE PRESIDENT & COO

    Total calculated
    $1,052,874
    From this org
    $938,613
    From related orgs
    $0
    Other
    $114,261
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $580,329
    Bonus
    $242,920
    Other
    $115,364
    Deferred
    $100,500
    Nontaxable benefits
    $13,761
    Filer's total
    $1,052,874

  • DOUGLAS ABBOTT

    SR VICE PRESIDENT & CFO

    Total calculated
    $619,170
    From this org
    $507,735
    From related orgs
    $0
    Other
    $111,435
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $414,764
    Bonus
    $91,511
    Other
    $1,460
    Deferred
    $80,500
    Nontaxable benefits
    $30,935
    Filer's total
    $619,170

  • DANIEL HOAG

    GENERAL COUNSEL & SECRETARY

    Total calculated
    $566,407
    From this org
    $506,599
    From related orgs
    $0
    Other
    $59,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $416,325
    Bonus
    $56,382
    Other
    $33,892
    Deferred
    $15,250
    Nontaxable benefits
    $44,558
    Filer's total
    $566,407

  • AUROBINDO NAIR UNTIL 922

    EXECUTIVE VP & PRESIDENT JMCRS

    Total calculated
    $1,070,589
    From this org
    $1,019,881
    From related orgs
    $0
    Other
    $50,708
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $696,662
    Bonus
    $309,310
    Other
    $13,909
    Deferred
    $29,750
    Nontaxable benefits
    $20,958
    Filer's total
    $1,070,589

  • KENNETH FASMAN UNTIL 1022

    SENIOR VICE PRESIDENT RESEARCH

    Total calculated
    $662,854
    From this org
    $605,025
    From related orgs
    $0
    Other
    $57,829
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $456,791
    Bonus
    $145,218
    Other
    $3,016
    Deferred
    $30,500
    Nontaxable benefits
    $27,329
    Filer's total
    $662,854

  • NADIA A ROSENTHAL

    SCIENTIFIC DIRECTOR

    Total calculated
    $568,495
    From this org
    $537,543
    From related orgs
    $0
    Other
    $30,952
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $453,263
    Bonus
    $76,772
    Other
    $7,508
    Deferred
    $30,500
    Nontaxable benefits
    $452
    Filer's total
    $568,495

  • CHARLES LEE MD

    SCIENTIFIC DIRECTOR, JAX GM

    Total calculated
    $555,924
    From this org
    $494,739
    From related orgs
    $0
    Other
    $61,185
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $424,551
    Bonus
    $68,296
    Other
    $1,892
    Deferred
    $30,500
    Nontaxable benefits
    $30,685
    Filer's total
    $555,924

  • EDISON T LIU MD

    FORMER PRESIDENT & CEO

    Total calculated
    $1,388,887
    From this org
    $1,336,777
    From related orgs
    $0
    Other
    $52,110
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $451,920
    Bonus
    $250,000
    Other
    $634,857
    Deferred
    $29,343
    Nontaxable benefits
    $22,767
    Filer's total
    $1,388,887

  • JENS RUETER

    MEDICAL DIRECTOR

    Total calculated
    $557,415
    From this org
    $495,496
    From related orgs
    $0
    Other
    $61,919
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $411,954
    Bonus
    $81,000
    Other
    $2,542
    Deferred
    $30,500
    Nontaxable benefits
    $31,419
    Filer's total
    $557,415

  • BARBARA-JEAN BORMANN-KENNEDY

    VP SCI TRANSLATION/ALLIANCES

    Total calculated
    $510,115
    From this org
    $479,169
    From related orgs
    $0
    Other
    $30,946
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $381,388
    Bonus
    $78,567
    Other
    $19,214
    Deferred
    $30,500
    Nontaxable benefits
    $446
    Filer's total
    $510,115

  • CHARLES MILLER

    VP, JMCRS ASIA PACIFIC MARKET

    Total calculated
    $644,501
    From this org
    $488,329
    From related orgs
    $90,000
    Other
    $66,172
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,298 + $90,000 related
    Bonus
    $90,000
    Other
    $126,031
    Deferred
    $27,230
    Nontaxable benefits
    $38,942
    Filer's total
    $554,501 + $90,000 related

  • DAVID GRASS

    VP, JMCRS MICE & SERVICES OPS

    Total calculated
    $538,935
    From this org
    $477,771
    From related orgs
    $0
    Other
    $61,164
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $350,491
    Bonus
    $93,077
    Other
    $34,203
    Deferred
    $28,124
    Nontaxable benefits
    $33,040
    Filer's total
    $538,935

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 · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 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
TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE JACKSON LABORATORY GROSSES UP THE AMOUNT ADDED TO WAGES FOR IMPUTED INSURANCE PREMIUMS FOR LIFE, DISABILITY, AND LONG TERM CARE BENEFITS FOR THE SENIOR MANAGEMENT GROUP TO COVER TAXES. THE LABORATORY ALSO GROSSES UP WAGES TO COVER THE TAX IMPACT OF GIFT CARDS AND OTHER AWARDS OR PRIZES TO EMPLOYEES SO THAT THE RECIPIENTS RECEIVE THE FULL VALUE OF THE GIFT OR AWARD. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE LABORATORY PROVIDES A HOUSING ALLOWANCE TO THE PRESIDENT. THE AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III).
PART I, LINE 4B
THE LABORATORY MAINTAINS A DEFERRED COMPENSATION PLAN UNDER SECTION 457(F): CONTRIBUTIONS MADE: PRESIDENT/CEO $165,000 EXECUTIVE VICE PRESIDENT/COO $70,000 SR VP & CHIEF FINANCIAL OFFICER $50,000 SR VP & CHIEF HUMAN RES OFFICE $15,831 GENERAL COUNSEL $6,922 DISTRIBUTIONS MADE: FORMER PRESIDENT/CEO $556,407
PART I, LINE 7
THE TOTAL COMPENSATION PACKAGE OF CERTAIN OFFICERS, KEY EMPLOYEES, AND OTHER EMPLOYEES INCLUDES VARIABLE COMPENSATION AWARDED BASED ON PERFORMANCE.

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202313189349306316

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

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