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.
-
501(C)(3) · INACTIVE · PA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402149349301410
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