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Nonprofiteer
← LA JOLLA INSTITUTE FOR IMMUNOLOGY

Form 990 for tax year 2023

Filed by LA JOLLA INSTITUTE FOR IMMUNOLOGY.

Totals

Total revenue
$75,554,472
Total expenses
$83,691,328
Contributions and grants received
$50,892,160
Grants paid
$8,255,025
Program service revenue
$20,407,924
Investment income
$694,745
Other revenue
$3,559,643
Total assets, end of year
$65,342,422
Total liabilities, end of year
$35,795,527
Net assets or fund balances, end of year
$29,546,895
Program services expenses (Part IX)
$72,469,470
Management and general expenses
$9,790,792
Fundraising expenses
$1,431,066
Program service expenses (Part III)
$72,469,470

Program services were 86.6% 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.

  • 1a · Federated campaigns

    $16,446

  • 1c · Fundraising events

    $11,502

  • 1e · Government grants (contributions)

    $42,544,049

  • 1f · All other contributions, gifts and grants

    $8,320,163

  • 1g · Noncash contributions included above

    $1,471,747

  • 2a · Program service revenue: RESEARCH REVENUE

    total $20,407,924 · related or exempt $20,407,924

  • 3 · Investment income

    total $854,237 · excluded $854,237

  • 5 · Royalties

    total $229,008 · excluded $229,008

  • 7a · Gross sales of assets other than inventory

    securities $3,707,883

  • 7b · Less cost or other basis and sales expenses

    securities $3,866,908 · other assets $467

  • 7c · Gain or loss

    securities -$159,025 · other assets -$467

  • 7d · Net gain or loss

    total -$159,492 · excluded -$159,492

  • 8a · Fundraising events: gross income

    $10,278

  • 8a · Fundraising events: contributions included on line 1c

    $11,502

  • 8b · Fundraising events: direct expenses

    $29,650

  • 8c · Net income from fundraising events

    total -$19,372 · excluded -$19,372

  • 11a · Other revenue: CONTRACT/TECH. SERVICE

    total $1,818,597 · related or exempt $1,818,597

  • 11b · Other revenue: EXTERNAL CORE SERVICES

    total $1,459,511 · related or exempt $1,459,511

  • 11c · Other revenue: BUILDING MANAGEMENT

    total $71,899 · related or exempt $626 · unrelated business $71,273

  • 11e · Other revenue, total

    $3,350,007

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,581,876 · program services $6,581,876

  • 3 · Grants to foreign organizations and individuals

    total $1,673,149 · program services $1,673,149

  • 5 · Compensation of officers, directors and key employees

    total $2,607,081 · program services $2,174,378 · management and general $371,399 · fundraising $61,304

  • 6 · Compensation of disqualified persons

    total $383,754 · program services $320,056 · management and general $54,672 · fundraising $9,026

  • 7 · Other salaries and wages

    total $30,867,020 · program services $25,784,297 · management and general $4,372,594 · fundraising $710,129

  • 8 · Pension plan contributions

    total $2,977,799 · program services $2,462,444 · management and general $437,121 · fundraising $78,234

  • 9 · Other employee benefits

    total $3,575,268 · program services $2,956,511 · management and general $524,826 · fundraising $93,931

  • 10 · Payroll taxes

    total $2,205,308 · program services $1,823,644 · management and general $323,725 · fundraising $57,939

  • 11b · Fees: legal

    total $530,326 · program services $13,079 · management and general $517,247

  • 11c · Fees: accounting

    total $335,680 · management and general $335,680

  • 11e · Fees: professional fundraising services

    total $78,449 · fundraising $78,449

  • 11f · Fees: investment management

    total $55,939 · management and general $55,939

  • 11g · Fees: other

    total $1,840,265 · program services $1,416,520 · management and general $374,570 · fundraising $49,175

  • 12 · Advertising and promotion

    total $307,093 · program services $41,883 · management and general $186,309 · fundraising $78,901

  • 13 · Office expenses

    total $893,403 · program services $687,644 · management and general $169,420 · fundraising $36,339

  • 14 · Information technology

    total $1,304,152 · program services $1,003,794 · management and general $247,312 · fundraising $53,046

  • 16 · Occupancy

    total $7,085,642 · program services $6,503,448 · management and general $553,404 · fundraising $28,790

  • 17 · Travel

    total $1,220,814 · program services $998,278 · management and general $141,404 · fundraising $81,132

  • 19 · Conferences, conventions and meetings

    total $156,028 · program services $48,705 · management and general $102,889 · fundraising $4,434

  • 20 · Interest

    total $262,166 · management and general $262,166

  • 22 · Depreciation, depletion and amortization

    total $5,801,730 · program services $5,357,459 · management and general $444,271

  • 23 · Insurance

    total $418,020 · program services $383,663 · management and general $32,658 · fundraising $1,699

  • 24a · Other expenses: UBI TAXES

    total $11,828 · management and general $11,828

  • 24b · Other expenses: LAB SUPPLIES & SERVICE

    total $9,148,413 · program services $9,148,413

  • 24c · Other expenses: MINOR EQUIPMENT AND REP

    total $2,840,313 · program services $2,822,924 · management and general $16,529 · fundraising $860

  • 24d · Other expenses: OTHER EXPENSES

    total $494,353 · program services $263,949 · management and general $227,425 · fundraising $2,979

  • 24e · All other expenses

    total $35,459 · program services $3,356 · management and general $27,404 · fundraising $4,699

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $10,292,943 · end of year $8,977,574

  • 3 · Pledges and grants receivable

    beginning of year $15,887,922 · end of year $10,898,313

  • 5 · Loans and receivables from officers and key people

    beginning of year $218,077 · end of year $183,077

  • 7 · Other notes and loans receivable

    beginning of year $864,200 · end of year $889,326

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,009,770 · end of year $714,353

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

    $51,478,285

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

    $35,718,681

  • 10c · Land, buildings and equipment, net

    beginning of year $18,261,116 · end of year $15,759,604

  • 11 · Investments: publicly traded securities

    beginning of year $20,582,213 · end of year $18,248,564

  • 15 · Other assets

    beginning of year $13,179,623 · end of year $9,671,611

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,347,012 · end of year $18,411,282

  • 19 · Deferred revenue

    beginning of year $878,598 · end of year $644,681

  • 23 · Secured mortgages and notes payable

    beginning of year $6,889,517 · end of year $5,956,249

  • 25 · Other liabilities

    beginning of year $14,696,852 · end of year $10,783,315

  • 27 · Net assets without donor restrictions

    beginning of year $20,114,800 · end of year $16,716,094

  • 28 · Net assets with donor restrictions

    beginning of year $16,369,085 · end of year $12,830,801

Mission and programs · 2023

Mission

AT LA JOLLA INSTITUTE FOR IMMUNOLOGY, OUR SCIENTISTS FOCUS ON UNDERSTANDING HOW THE IMMUNE SYSTEM WORKS IN ORDER TO PROMOTE HUMAN HEALTH AND PREVENT DISEASE. OUR DISCOVERIES APPLY TO MANY DISEASES, RANGING FROM DIABETES TO HEART DISEASE, INFECTIOUS DISEASES TO CANCER.

Activities or mission (Part I)

BIOMEDICAL RESEARCH DEDICATED TO IMPROVING HUMAN HEALTH THROUGH STUDIES OF THE IMMUNE SYSTEM.

  • THE LA JOLLA INSTITUTE FOR IMMUNOLOGY ("LJI") IS A PRIVATE, NONPROFIT MEDICAL RESEARCH ORGANIZATION THAT IS RECOGNIZED AS A WORLD LEADER IN COMPREHENSIVE RESEARCH DEDICATED TO UNDERSTANDING THE INTRICACIES AND POWER OF THE IMMUNE SYSTEM AND APPLYING THAT KNOWLEDGE TOWARD ITS GOAL OF LIFE WITHOUT DISEASE.THE INSTITUTE IS HOME TO 24 INDEPENDENT LABORATORIES, EACH OPERATED BY A LEADING SCIENTIST HANDPICKED FOR THEIR CREATIVITY AND PIONEERING SPIRIT. EACH OF THESE LABS IS DEDICATED TO UNDERSTANDING THE FAR-REACHING INFLUENCE OF THE IMMUNE SYSTEM AND TO TRAIN THE NEXT GENERATION OF SCIENTISTS, TO PROMOTE HUMAN HEALTH AND PREVENT A WIDE RANGE OF DISEASES.

    Expenses $72,469,470 · Grants $8,255,025 · Revenue $23,686,658

As filed on the 2023 return.

Listed in Part VII

  • Erica Saphire

    PRESIDENT & CEO

    Total calculated
    $894,990
    From this org
    $784,780
    From related orgs
    $0
    Other
    $110,210
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $740,323
    Bonus
    $0
    Other
    $44,457
    Deferred
    $72,000
    Nontaxable benefits
    $38,210
    Filer's total
    $894,990

  • Mitchell Kronenberg

    DIR. & CHIEF SCI. OFFICER(END 9/23)

    Total calculated
    $481,038
    From this org
    $406,198
    From related orgs
    $0
    Other
    $74,840
    Hours/week
    40 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $392,199
    Bonus
    $0
    Other
    $13,999
    Deferred
    $59,423
    Nontaxable benefits
    $15,417
    Filer's total
    $481,038

  • Linda Sherman

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.5 related

  • Anthony R Carr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Barbara Donnell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Carolee Lee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • David M Rickey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • David R Webb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Emily Holmes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Francois Ferre

    DIRECTOR (END 02/23)

    Total calculated
    $0
    Hours/week
    2

  • Fred Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Gail K Naughton

    DIRECTOR, CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Genevieve T Jacobs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • J Mark Waxman

    DIRECTOR (END 02/23)

    Total calculated
    $0
    Hours/week
    2

  • John M Carethers

    DIRECTOR (START 02/23)

    Total calculated
    $0
    Hours/week
    2

  • Mark V Bowles

    DIRECTOR (START 09/23)

    Total calculated
    $0
    Hours/week
    2

  • Pamela K Wasserman

    DIRECTOR (END 12/23)

    Total calculated
    $0
    Hours/week
    2

  • Paul Thiel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Renetta Haas

    DIRECTOR (START 12/23)

    Total calculated
    $0
    Hours/week
    2

  • Richard S Bodman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Robert C Dynes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sandor W Shapery

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sandra Schmid

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Susan Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Thomas L Tullie

    DIRECTOR (START 09/23)

    Total calculated
    $0
    Hours/week
    2

  • Yoshifumi Torii

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Richard Stryjewski

    CFO, TREASURER AND SECRETARY

    Total calculated
    $363,094
    From this org
    $302,026
    From related orgs
    $0
    Other
    $61,068
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,660
    Bonus
    $0
    Other
    $1,366
    Deferred
    $45,686
    Nontaxable benefits
    $15,382
    Filer's total
    $363,094

  • Shane Crotty

    CHIEF SCI. OFFICER (START 09/23)

    Total calculated
    $496,945
    From this org
    $409,436
    From related orgs
    $0
    Other
    $87,509
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $405,147
    Bonus
    $2,896
    Other
    $1,393
    Deferred
    $61,332
    Nontaxable benefits
    $26,177
    Filer's total
    $496,945

  • John Keegan

    COO

    Total calculated
    $366,014
    From this org
    $298,258
    From related orgs
    $0
    Other
    $67,756
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $295,027
    Bonus
    $0
    Other
    $3,231
    Deferred
    $44,859
    Nontaxable benefits
    $22,897
    Filer's total
    $366,014

  • Alessandro Sette

    DIVISION HEAD/CENTER HEAD/PROF

    Total calculated
    $661,191
    From this org
    $557,795
    From related orgs
    $0
    Other
    $103,396
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $551,372
    Bonus
    $1,664
    Other
    $4,759
    Deferred
    $72,000
    Nontaxable benefits
    $31,396
    Filer's total
    $661,191

  • Michael Croft

    DIRECTOR, ACADEMIC AFFAIRS

    Total calculated
    $470,666
    From this org
    $390,575
    From related orgs
    $0
    Other
    $80,091
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $382,848
    Bonus
    $2,968
    Other
    $4,759
    Deferred
    $57,192
    Nontaxable benefits
    $22,899
    Filer's total
    $470,666

  • Bjoern Peters

    PROFESSOR

    Total calculated
    $454,490
    From this org
    $378,202
    From related orgs
    $0
    Other
    $76,288
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $376,284
    Bonus
    $0
    Other
    $1,918
    Deferred
    $50,219
    Nontaxable benefits
    $26,069
    Filer's total
    $454,490

  • Stephen P Schoenberger

    PROFESSOR

    Total calculated
    $405,836
    From this org
    $320,610
    From related orgs
    $0
    Other
    $85,226
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $315,851
    Bonus
    $0
    Other
    $4,759
    Deferred
    $48,607
    Nontaxable benefits
    $36,619
    Filer's total
    $405,836

  • Hilde Cheroutre

    DIVISION HEAD/PROFESSOR

    Total calculated
    $383,754
    From this org
    $323,988
    From related orgs
    $0
    Other
    $59,766
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $315,203
    Bonus
    $0
    Other
    $8,785
    Deferred
    $47,416
    Nontaxable benefits
    $12,350
    Filer's total
    $383,754

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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 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

The filer's explanations (Part III)

PART I, LINE 1A
CERTAIN INDIVIDUALS ARE ALLOWED TO FLY FIRST CLASS FOR APPROPRIATE BUSINESS TRAVEL WITH APPROVAL OF THE PRESIDENT. ONE OFFICER FLEW FIRST CLASS DURING 2023. THIS BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUAL.

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.

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
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349311132

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