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Nonprofiteer
← THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY

Form 990 for tax year 2023

Filed by THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY.

Totals

Total revenue
$181,250,000
Total expenses
$91,822,000
Contributions and grants received
$70,736,000
Grants paid
$0
Program services expenses (Part IX)
$74,515,000
Management and general expenses
$15,717,000
Fundraising expenses
$1,590,000
Program service expenses (Part III)
$74,515,000

Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RICHARD M HOROWITZ

    TRUSTEE - BOARD CHAIR

    Total calculated
    $0
    Hours/week
    4
  • STEVEN V ABRAMSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ELIZABETH MCKEE ANDERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • MAX BERGER APPOINTED DEC 2023

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • DOUGLAS S BRIGGS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • IRA BRIND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • RONALD CAPLAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • SCOTT COOPER UNTIL SEP 2023

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ARTHUR DANTCHIK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • SUSAN B DILLON PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • BRIAN H DOVEY UNTIL AUG 2023

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • DANIEL K FITZPATRICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JOHN FRY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JOSEPH A GOLDBLUM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • PERRY A LERNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • SUSAN S MCDONALD PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • ABRAHAM L MORRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • PATRICK OATES APPOINTED SEP 2023

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ARTHUR M PAPPAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • HELEN P PUDLIN ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • SAMUEL V RHOADS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ROBERT H ROCK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • GERALD B RORER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ALEISTER SAUNDERS APPOINTED SEP 202

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ADELE K SCHAEFFER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MILTON S SCHNEIDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • SQUIRE SERVANCE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • WILLIAM A SLAUGHTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JOY TAYLOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • SOZI TULANTE APPOINTED MAR 2023

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • DANIEL H WHEELER UNTIL JUL 2023

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • EDWARD ZIFF PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • DARIO ALTIERI MD

    PRESIDENT & CEO, DIRECTOR WISTAR CANCER CENTER

    Total calculated
    $747,471
    From this org
    $695,231
    From related orgs
    $0
    Other
    $52,240
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $688,373
    Bonus
    $0
    Other
    $6,858
    Deferred
    $42,900
    Nontaxable benefits
    $9,340
    Filer's total
    $747,471
  • DAVID B WEINER

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $537,875
    From this org
    $474,053
    From related orgs
    $0
    Other
    $63,822
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $387,883
    Bonus
    $80,500
    Other
    $5,670
    Deferred
    $41,310
    Nontaxable benefits
    $22,512
    Filer's total
    $537,875
  • HEATHER A STEINMAN

    VP FOR BUSINESS DEVELOP & ED TECH

    Total calculated
    $370,935
    From this org
    $332,348
    From related orgs
    $0
    Other
    $38,587
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $260,551
    Bonus
    $71,417
    Other
    $380
    Deferred
    $38,172
    Nontaxable benefits
    $415
    Filer's total
    $370,935
  • JOSEPH TRAINOR UNTIL MAY 2023

    CHIEF FINANCIAL OFFICER

    Total calculated
    $149,406
    From this org
    $130,191
    From related orgs
    $0
    Other
    $19,215
    Hours/week
    55
  • JOANN MENDEL

    VICE PRESIDENT, HUMAN RESOURCES

    Total calculated
    $260,007
    From this org
    $223,372
    From related orgs
    $0
    Other
    $36,635
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $201,323
    Bonus
    $20,500
    Other
    $1,549
    Deferred
    $26,792
    Nontaxable benefits
    $9,843
    Filer's total
    $260,007
  • GELVINA STEVENSON

    VP GEN COUNSEL, SECRETARY& GOV RELATIONS

    Total calculated
    $402,087
    From this org
    $361,859
    From related orgs
    $0
    Other
    $40,228
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $350,520
    Bonus
    $10,500
    Other
    $839
    Deferred
    $39,400
    Nontaxable benefits
    $828
    Filer's total
    $402,087
  • MICHAEL CRISCUOLO

    VP, DEVELOPMENT

    Total calculated
    $312,221
    From this org
    $253,281
    From related orgs
    $0
    Other
    $58,940
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $252,077
    Bonus
    $500
    Other
    $704
    Deferred
    $29,280
    Nontaxable benefits
    $29,660
    Filer's total
    $312,221
  • CONSTANTINE STOIOS BEGAN SEP 2023

    CHIEF FINANCIAL OFFICER

    Total calculated
    $104,992
    From this org
    $89,474
    From related orgs
    $0
    Other
    $15,518
    Hours/week
    55
  • LUIS MONTANER

    PROFESSOR VP, SCIENTIFIC OPERATIONS

    Total calculated
    $467,924
    From this org
    $398,122
    From related orgs
    $0
    Other
    $69,802
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $254,207
    Bonus
    $90,500
    Other
    $53,415
    Deferred
    $42,100
    Nontaxable benefits
    $27,702
    Filer's total
    $467,924
  • MEENHARD HERLYN

    PROFESSOR

    Total calculated
    $380,241
    From this org
    $314,306
    From related orgs
    $0
    Other
    $65,935
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $281,090
    Bonus
    $30,500
    Other
    $2,716
    Deferred
    $41,608
    Nontaxable benefits
    $24,327
    Filer's total
    $380,241
  • PAUL LIEBERMAN

    PROFESSOR

    Total calculated
    $332,761
    From this org
    $275,087
    From related orgs
    $0
    Other
    $57,674
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $252,900
    Bonus
    $20,500
    Other
    $1,687
    Deferred
    $36,428
    Nontaxable benefits
    $21,246
    Filer's total
    $332,761
  • MAUREEN MURPHY

    PROFESSOR

    Total calculated
    $307,435
    From this org
    $252,407
    From related orgs
    $0
    Other
    $55,028
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $237,250
    Bonus
    $14,120
    Other
    $1,037
    Deferred
    $33,655
    Nontaxable benefits
    $21,373
    Filer's total
    $307,435
  • HILDEGUND ERTL

    PROFESSOR

    Total calculated
    $311,794
    From this org
    $267,406
    From related orgs
    $0
    Other
    $44,388
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $262,997
    Bonus
    $500
    Other
    $3,909
    Deferred
    $35,133
    Nontaxable benefits
    $9,255
    Filer's total
    $311,794

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 · Discretionary spending account
  • 1a · Health or social club dues or initiation fees
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
TAX INDEMNIFICATION AND GROSS-UP PAYMENTS INCLUDE TUITION BENEFITS. DISCRETIONARY SPENDING ACCOUNT INCLUDES SOCIAL CLUB DUES FOR CEO ONLY. ALL AMOUNTS INCLUDED IN TAXABLE COMPENSATION.
PART I, LINE 1B
TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE PROVIDED WITH A WRITTEN POLICY. SOCIAL CLUB DUES ARE PROVIDED VIA EMPLOYMENT CONTRACT WITH CEO.
PART I, LINE 7
NON-FIXED PAYMENTS, IN THE FORM OF BONUSES, ARE APPROVED BY THE BOARD EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE. THE BONUSES ARE BASED ON PERFORMANCE INCLUDING LEADERSHIP. REVENUE IS NOT A BASIS FOR A BONUS.

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
1 August 2024
IRS schema version
2023v5.1
Source object
202402149349301410

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

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