irs program accomplishments · form 990 part iii · fy2021
what they reported doing
Program narrative the organization filed with the IRS. Ordered by program spending.
- #1 primary $15.51MHEALTH CARE PROGRAM: LUNDQUIST INSTITUTE CLINICAL OUTREACH INCLUDES WOMEN, INFANTS AND CHILDREN (WIC) CLINICS, PARTICIPATION IN THE SOUTH LOS ANGELES BEST BABIES COLLABORATIVE, IMMUNIZE LA KIDS COALITION, NEWBORN SCREENING PROGRAM, PERINATAL ACCESS PROGRAM, A WOMEN'S HEALTHCARE CLINIC, AND VARIOUS EDUCATIONAL PROGRAMS.
- #2 $7.86MSCIENCE & TECHNOLOGY: TRAINING OF MEDICAL STUDENTS, INTERNS, RESIDENTS, AND POST GRADUATES.
named programs · 4 · from sources
what they call their work
Clinical and Translational Research
Research initiative supporting investigator-led studies that bridge laboratory discoveries with clinical applications in patient care
Clinical and Translational Research Institute
Program supporting clinical and translational research, formerly known as the General Clinical Research Center, facilitating investigator collaborations and patient-centered studies
Legends Celebration
Annual event honoring outstanding researchers for groundbreaking discoveries and contributions to biomedical science at The Lundquist Institute and Harbor-UCLA Medical Center
Trainee Symposium
Annual symposium showcasing the research and scientific development of the next generation of investigators trained at The Lundquist Institute
activities · 5 clusters
what they do
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Shared Research Laboratory Operations 3 activities
- Operates research and administrative facilitiesManages multiple research buildings, including the Medical Research Laboratory (MRL) building with four floors housing laboratories (e.g., Division of Infection and Immunity, BioLabs), administrative offices, and shared spaces such as an auditorium, board room, and cafe (Terrabite Cafe).
- Provides infrastructure and support for biomedical researchersSupports over 150 principal investigators and employs more than 550 research personnel by operating research facilities—including laboratories in the Medical Research Laboratory building and BioLabs space—and housing administrative and research divisions across multiple floors.
- Supports principal investigators and research personnelProvides infrastructure and operational support for over 150 principal investigators and employs more than 550 research personnel in biomedical innovation, housed across dedicated research facilities including the MRL building.
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Immunology and Microbiome Research 2 activities
- Advances immunology and infectious disease researchConducts mucosal immunity research to enhance defenses against fungal infections, including studies supported by NIH R21 funding, and investigates immune pathways and immunotherapy strategies for conditions such as pancreatic cancer.
- Advances specific disease-focused researchConducts targeted research in mucosal immunity against fungal infections (NIH R21-funded), immunotherapy for pancreatic cancer, and treatment precision in rheumatoid arthritis, leading to discoveries such as a novel immune pathway enhancing oral mucosal defenses.
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Genomic and Translational Biomedical Research 2 activities
- Conducts biomedical research studiesConducts over 600 basic and clinical science studies annually, including 130 clinical trials, focused on real-world health needs and improving local health outcomes through community partnerships and institutional collaboration with Harbor-UCLA Medical Center.
- Conducts biomedical research studies and clinical trialsConducts over 600 basic and clinical science studies annually, including 130 clinical trials, focused on improving health outcomes and addressing real-world medical needs in partnership with Harbor-UCLA Medical Center and the local community.
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Scientific Retreats and Researcher Forums 2 activities
- Hosts scientific training and recognition eventsOrganizes the annual Trainee Symposium to showcase emerging research by trainees and hosts the Legends event to recognize outstanding contributions in medical discovery.
- Hosts scientific training and recognition eventsOrganizes the annual Trainee Symposium to showcase emerging research by trainees and hosts the Legends event to recognize outstanding contributions to medical discovery.
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Uncategorized 12 activities
- Biomedical ResearchConducts over 600 basic and clinical science studies annually, including 130 clinical trials, to address real-world health needs and improve local health outcomes, benefiting patients at Harbor-UCLA Medical Center.
- Community Health ProgramsSupports over 100,000 underserved women and children annually through more than 12 community health programs focused on maternal and child health, nutrition, and preventative care.
- Delivers community health and education programsSupports over 100,000 underserved women and children annually through community health initiatives focused on maternal and child health, nutrition, and preventative care, and operates more than 12 education and community programs.
- Improves treatment precision in chronic diseasesConducts research aimed at enhancing treatment accuracy and effectiveness for chronic conditions such as rheumatoid arthritis.
- Mucosal Immunity ResearchConducts NIH R21-funded research on mucosal immunity, leading to discoveries such as new immune pathways that enhance oral mucosal defenses against fungal infection.
- Operates education and community outreach programsRuns over 12 education and community programs aimed at promoting health and scientific engagement.
- Pancreatic Cancer Immunotherapy ResearchIdentifies promising immunotherapy strategies to improve immune response in pancreatic cancer.
- Recognition of ResearchersHosts an annual Legends event to recognize outstanding researchers and their contributions to medical discovery.
- Rheumatoid Arthritis Treatment ResearchConducts research focused on improving treatment precision for rheumatoid arthritis.
- Support for Research PersonnelSupports over 150 principal investigators and employs over 550 research personnel in biomedical innovation.
- Supports underserved populations through community health programsDelivers community-based health services focused on maternal and child health, nutrition, and preventative care, reaching over 100,000 underserved women and children annually.
- Trainee SymposiumHosts an annual Trainee Symposium to showcase emerging scientific research conducted by trainees.
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financials · form 990 · fy2021
the money
revenue
Total revenue$85.15M
Contributions & grants$76.21M89%
Program service revenue$4.42M5%
Investment income$1.24M1%
Other revenue$3.29M
expenses
Total expenses$91.97M
Program expenses68%
Admin / overhead31%
Fundraising1%
Salaries & benefits$53.10M
Grants paid out$3.97M
Largest expense lineCompensation
balance sheet
Total assets$185.35M
Cash$43.70M
Investments$31.48M
Liabilities$98.28M
Net assets$87.06M
Liquid reserves9.8 mo
3 years on record · 2019–2021 · YoY revenue -4.2%
leadership · form 990 part vii · fy2021
who runs it
paid leadership · 15
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| DAVID MEYER | EX OFFICIO, PRESIDENT & CEO | 40 | $469K |
| ASHRAF IBRAHIM | ELECTED INVESTIGATOR, VICE CHAIR | 40 | $376K |
| WEI YAN | METABOLIC DISEASE AND ENDOCRINOLOGY | 40 | $296K |
| RICHARD KATZMAN | COO | 40 | $282K |
| MATTHEW BUDOFF | CARDIOLOGY | 40 | $278K |
| JODY SPILLANE | PUBLIC AFFAIRS | 40 | $277K |
| JOAQUIN MADRENAS | CSO | 40 | $253K |
| DR JEROME ROTTER | BOARD MEMBER/INVESTIGATOR | 40 | $230K |
| JAMES HANSBERRY | VP FINANCE & CONTROLLER | 40 | $225K |
| KAREN MAYO | PROCUREMENT | 40 | $219K |
| MICHAEL YEAMAN | INFECTION & IMMUNITY | 40 | $211K |
| DR LYNDA POLGREEN | BOARD MEMBER/INVESTIGATOR | 40 | $197K |
| ALEXANDER KRAMER | VP & CFO | 40 | $184K |
| DR HARRY ROSSITER | EX OFFICIO, CHAIR, RESEARCH COMMITTEE | 40 | $155K |
| DR LYNNE SMITH | EX OFFICIO, DEPT. CHAIR, SECRETARY | 40 | $94K |
board members · 10
- ANISH MAHAJAN — EX OFFICIO, HOSPITAL CME/CEO
- CARL DICKERSON — BOARD MEMBER
- CHRISTIAN DEVIRGILIO — EX OFFICIO, DEPT. CHAIR
- CRAIG GORDON — BOARD MEMBER
- DAN ROSENFELD — BOARD MEMBER
- DAVID DUTHU — VICE CHAIR
- DAVID HEBER — BOARD MEMBER
- ERIC CHAN — BOARD MEMBER
- H FREDERICK CHRISTIE — BOARD MEMBER
- HARRY ROSSITER — BOARD MEMBER
relationships · 6
who they work with
- Harbor-UCLA Medical Center Partner — Hosts The Lundquist Institute for Biomedical Innovation on its campus, enabling clinical integration and research collaboration.
- Harbor-UCLA Medical Center Partner — Longstanding partnership supporting clinical research, faculty development, and medical discovery.
- Harbor-UCLA Medical Center Partner — Partner organization located near The Lundquist Institute, with shared origins and ongoing collaboration.
- Harbor-UCLA Medical Center Partner — Partnered with Harbor-UCLA Medical Center to conduct patient-benefiting research and clinical trials.
- UCLA’s David Geffen School of Medicine Partner — Affiliated with UCLA’s David Geffen School of Medicine for research and medical education.
- VuMedi Partner — Featured researcher Nicholas Jendzjowsky, PhD in a discussion on allergic asthma.