Form 990 for tax year 2023
Filed by HUGO W MOSER RESEARCH INSTITUTE AT KENNEDY KRIEGER INC.
Totals
- Total revenue
- $49,951,604
- Total expenses
- $58,375,748
- Contributions and grants received
- $44,531,480
- Grants paid
- $0
- Program service revenue
- $5,420,124
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $9,968,215
- Total liabilities, end of year
- $33,435,540
- Net assets or fund balances, end of year
- -$23,467,325
- Program services expenses (Part IX)
- $52,714,399
- Management and general expenses
- $5,661,349
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $52,714,399
Program services were 90.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BRADLEY L SCHLAGGAR MD PHD
PRESIDENT & CEO
- Total calculated
- $1,054,074
- From this org
- $125,701
- From related orgs
- $880,418
- Other
- $47,955
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $74,821 + $524,048 related
- Bonus
- $22,863 + $160,136 related
- Other
- $28,017 + $196,234 related
- Deferred
- $1,855 + $12,995 related
- Nontaxable benefits
- $4,136 + $28,969 related
- Filer's total
- $131,692 + $922,382 related
-
NANCY S GRASMICK ED D
CHAIRPERSON
- Total calculated
- $99,487
- From this org
- $0
- From related orgs
- $89,628
- Other
- $9,859
- Hours/week
- 1 + 21 related
-
RONALD R PETERSON
VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
MICHAEL J BATZA JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
RICHARD W CASS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
MATTHEW A GOTLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DANIEL KOCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BETH F MCGINN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
GEORGE PETROCHEILOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ANDREW H SEGAL MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
BARBARA S SLUSHER PHD MAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ADAM S ZARREN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JAMES M ANDERS JR
COO/ADMINISTRATOR/SECRETARY
- Total calculated
- $1,041,361
- From this org
- $125,323
- From related orgs
- $877,764
- Other
- $38,274
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $75,507 + $528,852 related
- Bonus
- $22,863 + $160,136 related
- Other
- $26,953 + $188,776 related
- Deferred
- $2,474 + $17,326 related
- Nontaxable benefits
- $2,308 + $16,166 related
- Filer's total
- $130,105 + $911,256 related
-
MICHAEL J NEUMAN
SVP-FINANCE/TREASURER
- Total calculated
- $572,036
- From this org
- $66,774
- From related orgs
- $467,687
- Other
- $37,575
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $51,832 + $363,034 related
- Bonus
- $8,121 + $56,879 related
- Other
- $6,821 + $47,774 related
- Deferred
- $2,474 + $17,326 related
- Nontaxable benefits
- $2,221 + $15,554 related
- Filer's total
- $71,469 + $500,567 related
-
SEYED ALI FATEMI MD MBA
CHIEF MEDICAL OFFICER
- Total calculated
- $624,968
- From this org
- $300,405
- From related orgs
- $300,405
- Other
- $24,158
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $230,807 + $230,807 related
- Bonus
- $53,000 + $53,000 related
- Other
- $16,598 + $16,598 related
- Deferred
- $9,900 + $9,900 related
- Nontaxable benefits
- $2,179 + $2,179 related
- Filer's total
- $312,484 + $312,484 related
-
VALERIE BONHAM
VP - GENERAL COUNSEL (PART YEAR)
- Total calculated
- $409,094
- From this org
- $45,121
- From related orgs
- $316,021
- Other
- $47,952
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $38,003 + $266,171 related
- Bonus
- $4,373 + $30,627 related
- Other
- $2,745 + $19,223 related
- Deferred
- $1,803 + $12,629 related
- Nontaxable benefits
- $4,188 + $29,332 related
- Filer's total
- $51,112 + $357,982 related
-
RAYMOND SHORT
SVP - HUMAN RESOURCES
- Total calculated
- $513,411
- From this org
- $57,403
- From related orgs
- $402,053
- Other
- $53,955
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $42,265 + $296,026 related
- Bonus
- $6,247 + $43,753 related
- Other
- $8,891 + $62,274 related
- Deferred
- $2,474 + $17,326 related
- Nontaxable benefits
- $4,267 + $29,888 related
- Filer's total
- $64,144 + $449,267 related
-
AMY BASTIAN PHD PT
CHIEF SCIENCE OFFICER
- Total calculated
- $545,500
- From this org
- $512,855
- From related orgs
- $0
- Other
- $32,645
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $411,555
- Bonus
- $60,000
- Other
- $41,300
- Deferred
- $15,760
- Nontaxable benefits
- $16,885
- Filer's total
- $545,500
-
ERIKA AUGUSTINE
ASSOC CHIEF SCIENCE OFFICER
- Total calculated
- $477,874
- From this org
- $424,205
- From related orgs
- $0
- Other
- $53,669
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $353,194
- Bonus
- $46,400
- Other
- $24,611
- Deferred
- $14,850
- Nontaxable benefits
- $38,819
- Filer's total
- $477,874
-
STEWART MOSTOFSKY MD
PROGRAM DIRECTOR
- Total calculated
- $390,148
- From this org
- $339,319
- From related orgs
- $0
- Other
- $50,829
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $320,418
- Bonus
- $0
- Other
- $18,901
- Deferred
- $16,874
- Nontaxable benefits
- $33,955
- Filer's total
- $390,148
-
STACY SUSKAUER
VP/PROGRAM DIRECTOR
- Total calculated
- $393,943
- From this org
- $355,216
- From related orgs
- $0
- Other
- $38,727
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $302,598
- Bonus
- $30,647
- Other
- $21,971
- Deferred
- $16,121
- Nontaxable benefits
- $22,606
- Filer's total
- $393,943
-
JOSEPH SCAFIDI
PROGRAM DIRECTOR
- Total calculated
- $335,002
- From this org
- $319,318
- From related orgs
- $0
- Other
- $15,684
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $233,737
- Bonus
- $51,000
- Other
- $34,581
- Deferred
- $12,634
- Nontaxable benefits
- $3,050
- Filer's total
- $335,002
-
ANNE COMI
PROGRAM DIRECTOR
- Total calculated
- $317,377
- From this org
- $301,267
- From related orgs
- $0
- Other
- $16,110
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $255,718
- Bonus
- $0
- Other
- $45,549
- Deferred
- $16,110
- Nontaxable benefits
- $0
- Filer's total
- $317,377
-
REBECCA LANDA PHD CCC-SLP
FORMER KEY, PROGRAM DIRECTOR
- Total calculated
- $423,132
- From this org
- $0
- From related orgs
- $396,312
- Other
- $26,820
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $313,230 related
- Bonus
- $0 + $55,000 related
- Other
- $0 + $28,082 related
- Deferred
- $0 + $19,800 related
- Nontaxable benefits
- $0 + $7,020 related
- Filer's total
- $0 + $423,132 related
-
MICHAEL F CATALDO PHD
FORMER KEY, PROGRAM DIRECTOR
- Total calculated
- $586,962
- From this org
- $0
- From related orgs
- $555,225
- Other
- $31,737
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $344,401 related
- Bonus
- $0 + $115,000 related
- Other
- $0 + $95,824 related
- Deferred
- $0 + $19,800 related
- Nontaxable benefits
- $0 + $11,937 related
- Filer's total
- $0 + $586,962 related
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 · Tax indemnification and gross-up payments
- 1b · Written policy on the line-1a expenses
- 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
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
- OFFICERS AND KEY EMPLOYEES WERE PROVIDED ADDITIONAL COMPENSATION TO OFFSET THE IMPACT OF EXECUTIVE LIFE INSURANCE AND LONG TERM DISABILITY PREMIUMS MADE ON THEIR BEHALF. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION TO THESE INDIVIDUALS.
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.
-
KENNEDY KRIEGER ASSOCIATES INC
501(C)(3) · SUPPORTS KENNEDY KRIEGER INSTITUTE AND ITS AFFILIATES · MD
Directly controlled by KENNEDY KRIEGER INSTITUTE INC
-
501(C)(3) · PROPERTY HOLDING COMPANY · MD
Directly controlled by KENNEDY KRIEGER FOUNDATION INC
-
501(C)(3) · PARENT CORPORATION TO RELATED ENTITIES; SUPPORTS HEALTHCARE · MD
-
KENNEDY KRIEGER CHILDREN'S HOSPITAL INC
501(C)(3) · SPECIALTY HEALTHCARE FOR CHILDREN · MD
Directly controlled by KENNEDY KRIEGER INSTITUTE INC
-
KENNEDY KRIEGER EDUCATION & COMMUNITY SERVICES INC
501(C)(3) · SPECIAL EDUCATION SCHOOLS AND COMMUNITY SUPPORT PROGRAMS · MD
Directly controlled by KENNEDY KRIEGER INSTITUTE INC
-
KENNEDY KRIEGER FOUNDATION INC
501(C)(3) · RAISES FUNDS TO SUPPORT KENNEDY KRIEGER INSTITUTE AND ITS AFFILIATES · MD
Directly controlled by KENNEDY KRIEGER INSTITUTE INC
-
PACT HELPING CHILDREN WITH SPECIAL NEEDS INC
501(C)(3) · MEDICAL DAY CARE & OTHER SERVICES FOR CHILDREN WITH SPECIAL NEEDS · MD
Directly controlled by KENNEDY KRIEGER INSTITUTE INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · RESEARCH AND DEVELOPMENT · MD
-
CHARITABLE REMAINDER TRUSTS (3)
T · CHARITABLE REMAINDER TRUSTS · MD
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511339349304711
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