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Nonprofiteer
← WINDBER RESEARCH INSTITUTE

Form 990 for tax year 2022

Filed by WINDBER RESEARCH INSTITUTE.

Totals

Total revenue
$9,088,541
Total expenses
$7,783,238
Contributions and grants received
$8,603,413
Grants paid
$0
Program service revenue
$0
Investment income
$399
Other revenue
$484,729
Total assets, end of year
$11,414,688
Total liabilities, end of year
$4,151,475
Net assets or fund balances, end of year
$7,263,213
Program services expenses (Part IX)
$5,009,721
Management and general expenses
$2,773,517
Fundraising expenses
$0
Program service expenses (Part III)
$5,009,721

Program services were 64.4% 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.

  • 1e · Government grants (contributions)

    $8,595,306

  • 1f · All other contributions, gifts and grants

    $8,107

  • 3 · Investment income

    total $399 · excluded $399

  • 6a · Gross rents

    real property $70,902

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $70,902

  • 6d · Net rental income or loss

    total $70,902 · related or exempt $70,902

  • 11a · Other revenue: EXPENSE REIMBURSEMENT

    total $413,827 · related or exempt $413,827

  • 11e · Other revenue, total

    $413,827

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,226,697 · program services $679,072 · management and general $547,625

  • 7 · Other salaries and wages

    total $2,036,212 · program services $1,306,381 · management and general $729,831

  • 8 · Pension plan contributions

    total $37,928 · program services $24,381 · management and general $13,547

  • 9 · Other employee benefits

    total $152,207 · program services $104,258 · management and general $47,949

  • 10 · Payroll taxes

    total $220,097 · program services $151,887 · management and general $68,210

  • 11b · Fees: legal

    total $14,093 · management and general $14,093

  • 11g · Fees: other

    total $729,086 · program services $710,586 · management and general $18,500

  • 12 · Advertising and promotion

    total $3,430 · management and general $3,430

  • 13 · Office expenses

    total $321,230 · program services $310,208 · management and general $11,022

  • 16 · Occupancy

    total $192,863 · program services $156,559 · management and general $36,304

  • 17 · Travel

    total $46,532 · program services $38,851 · management and general $7,681

  • 19 · Conferences, conventions and meetings

    total $11,238 · program services $11,198 · management and general $40

  • 20 · Interest

    total $42,448 · program services $40,904 · management and general $1,544

  • 22 · Depreciation, depletion and amortization

    total $639,555 · program services $261,153 · management and general $378,402

  • 23 · Insurance

    total $206,175 · program services $167,365 · management and general $38,810

  • 24a · Other expenses: OVERHEAD

    total $600,000 · management and general $600,000

  • 24b · Other expenses: PURCHASED SERVICES

    total $554,855 · program services $509,220 · management and general $45,635

  • 24c · Other expenses: EQUIPMENT REPAIRS & LEA

    total $397,774 · program services $308,004 · management and general $89,770

  • 24d · Other expenses: OTHER

    total $229,044 · program services $107,920 · management and general $121,124

  • 24e · All other expenses

    total $121,774 · program services $121,774

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,978,693 · end of year $1,943,015

  • 3 · Pledges and grants receivable

    beginning of year $1,286,668 · end of year $1,739,441

  • 7 · Other notes and loans receivable

    beginning of year $133,800 · end of year $145,847

  • 9 · Prepaid expenses and deferred charges

    beginning of year $257,815 · end of year $291,363

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

    $19,434,456

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

    $12,660,267

  • 10c · Land, buildings and equipment, net

    beginning of year $6,510,192 · end of year $6,774,189

  • 15 · Other assets

    beginning of year $0 · end of year $520,833

  • 17 · Accounts payable and accrued expenses

    beginning of year $638,266 · end of year $640,881

  • 19 · Deferred revenue

    beginning of year $1,494,769 · end of year $2,290,095

  • 23 · Secured mortgages and notes payable

    beginning of year $1,327,797 · end of year $1,186,827

  • 24 · Unsecured notes and loans payable

    beginning of year $38,650 · end of year $33,672

  • 25 · Other liabilities

    beginning of year $709,776 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $5,929,417 · end of year $7,234,720

  • 28 · Net assets with donor restrictions

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

Mission and programs · 2022

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 - 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, BIOMARK DISCOVERY AND EARLY DISEASES DETECTION.

    Expenses $2,672,145

  • BCTR (CBCP) - BREAST CANCER TRANSLATIONAL RESEARCH CENTER OF EXCELLENCEWRI HAS BEEN PROVIDING BIOBANKING, INFORMATICS INFRASTRUCTURE AND BIOINFORMATICS SERVICES TO CBCP FOR MORE THAN 15 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 250,000 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 $2,321,190

  • Expenses $16,386

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DR PATRICK SOON-SHIONG

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • DAVID SACHS

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ELEANOR RAMIREZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • THOMAS KURTZ

    PRESIDENT AND CEO

    Total calculated
    $450,540
    From this org
    $287,168
    From related orgs
    $138,700
    Other
    $24,672
    Hours/week
    25 + 15 related

    Schedule J breakdown matched by us

    Base
    $287,168 + $138,700 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $287,168 + $138,700 related

  • ROBERT MORSE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMES BANAAG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RICHARD SUKENIK

    CFO

    Total calculated
    $327,147
    From this org
    $0
    From related orgs
    $303,056
    Other
    $24,091
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,056 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $303,056 related

  • HAI HU

    CHIEF SCIENTIFIC OFFICER

    Total calculated
    $292,394
    From this org
    $277,362
    From related orgs
    $0
    Other
    $15,032
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,362
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $277,362

  • JAMIE BROCK

    VP/HR AND ADMIN SERVICES

    Total calculated
    $302,947
    From this org
    $0
    From related orgs
    $287,673
    Other
    $15,274
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,673 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $287,673 related

  • LEONID KVECHER

    SCIENTIST

    Total calculated
    $178,827
    From this org
    $160,570
    From related orgs
    $0
    Other
    $18,257
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,570
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $160,570

  • STELLA SOMIARI

    SCIENTIST

    Total calculated
    $179,862
    From this org
    $167,125
    From related orgs
    $0
    Other
    $12,737
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,125
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $167,125

  • XIAOYING LIN

    SCIENTIST

    Total calculated
    $167,370
    From this org
    $154,811
    From related orgs
    $0
    Other
    $12,559
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,811
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $154,811

  • JIANFANG LIU

    SCIENTIST

    Total calculated
    $113,945
    From this org
    $104,733
    From related orgs
    $0
    Other
    $9,212
    Hours/week
    40

  • BRADLEY MOSTOLLER

    SCIENTIST

    Total calculated
    $113,101
    From this org
    $103,949
    From related orgs
    $0
    Other
    $9,152
    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
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202431349349304323

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

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