2023-11-02T19:00:08+00:00 2022-12-31 440160260 FORVIS LLP 1201 Walnut Ste 1700 Kansas City MO 641062246 990 2022-01-01 464588696 The Graduate School of the Stowers Institute for Medical Research GRAD 8169264400 1000 EAST 50TH STREET KANSAS CITY MO 64110 Penny M Spence Executive Vice President & CFO 8169264159 2023-11-02 true BETTY DREES 999009999 true APRIL ARNOLD CPA P01559426 8162216300 2023-08-02 2022 2023-04-26 12:10:37Z BETTY DREES 1000 EAST 50TH STREET KANSAS CITY MO 64110 3745377 false X WWW.STOWERS.ORG/GRADSCHOOL X 2013 MO THE GRADUATE SCHOOL OF SIMR'S ("GSSIMR") EXEMPT PURPOSE IS TO PROVIDE GRADUATE EDUCATION THAT WILL PREPARE SCHOLARS FOR SCIENTIFIC RESEARCH IN THE BIOLOGICAL SCIENCES. 7 5 80 5 0 0 224000 225000 1476000 1980105 74467 12051 489 262 1774956 2217418 101110 36635 0 1252171 1437595 0 0 319422 396639 1672703 1870869 102253 346549 5637199 5843022 161807 222694 5475392 5620328 SEE SCHEDULE O false false 695676 0 1804105 SEE SCHEDULE O 166486 36635 0 SEE SCHEDULE O 65869 0 176000 SEE SCHEDULE O 928031 true true false false false false false false false false false false true false true false true true false false false false false false false false false true true false false false false false false false false false false false false false true true false false false true 5 0 true 80 true false false false false false false false false false false false false X 7 5 true false false false true true true true true false false true true true true true true true false false X KATY GRAHAM 8169264000 1000 E 50TH STREET KANSAS CITY MO 64110 BETTY DREES DIRECTOR & PRESIDENT 8.0 0.0 X X 120616 0 16445 CAROLINE KANE DIRECTOR & CHAIR AS OF 1/1/2022 2.0 0.0 X X 0 0 0 ALEJANDRO SNCHEZ ALVARADO DIRECTOR 2.0 42.0 X 0 202731 17153 CARL RHODES DIRECTOR 2.0 0.0 X 0 0 0 LOIS NORA DIRECTOR 2.0 0.0 X 0 0 0 NIPAM PATEL DIRECTOR AS OF 1/1/2022 2.0 0.0 X 0 0 0 PAULYN CARTWRIGHT DIRECTOR AS OF 1/1/2022 2.0 0.0 X 0 0 0 GEORGE L SATTERLEE HUMAN RESOURCES OFFICER THRU 4/19/2022 2.0 42.0 X 0 471260 67224 HAYLEY HANSON SECRETARY 2.0 0.0 X 0 0 0 MATTHEW C GIBSON DEAN 2.0 40.0 X 0 288587 1072353 PATRICK MITCHELL JR HUMAN RESOURCES OFFICER AS OF 4/20/2022 2.0 40.0 X 0 362772 74287 PENNY M SPENCE CFO/TREASURER 2.0 49.0 X 0 537787 62246 SUSAN WEIGEL ASSOCIATE DEAN FOR ADMIN 40.0 0.0 X 120900 0 39407 R SCOTT HAWLEY FORMER VICE PRESIDENT AND DEAN 0.0 40.0 X 0 325447 67050 241516 2188584 1416165 2 true true false 0 0 0 0 0 0 225000 0 225000 PER CAPITA APPROPRIATION FROM SIMR 561000 1710000 1710000 0 0 SUPPLEMENTAL APPROPRIATION FROM SIMR 561000 270105 270105 0 0 0 0 0 0 1980105 95010 0 0 95010 0 0 1445000 0 1527959 0 -82959 0 -82959 0 0 -82959 MISSOURI TIMELY FILING DISCOUNT 900099 262 0 0 262 0 0 0 0 262 2217418 1980105 0 12313 0 0 36635 36635 0 0 0 0 195523 0 195523 0 0 0 0 0 991711 540297 451414 0 69233 0 69233 0 114923 54389 60534 0 66205 21719 44486 0 0 0 0 0 90156 0 90156 0 5000 0 5000 0 0 0 0 0 0 0 0 0 0 0 30926 25648 5278 0 0 0 0 0 9796 5290 4506 0 30205 26887 3318 0 0 0 0 0 0 0 0 0 125211 124082 1129 0 0 0 0 0 71947 70740 1207 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DUES, SUBS & REGISTRATIONS 7712 315 7397 0 SUPPLIES & EQUIPMENT 23296 19641 3655 0 OTHER EXPENSES 2390 2388 2 0 0 0 0 0 1870869 928031 942838 0 0 0 278446 75517 0 0 0 0 0 0 0 0 0 0 0 0 5139 5151 0 0 0 0 5049629 5392833 0 0 0 0 303985 369521 5637199 5843022 161807 222694 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 161807 222694 X 5169479 5276990 305913 343338 5475392 5620328 5637199 5843022 346549 -201613 0 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED INTERCOMPANY RECEIVABLE FROM AFFILIATE 354262 OTHER MISCELLANEOUS RECEIVABLES 15259 369521 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote FIN 48 FINANCIAL STATEMENT FOOTNOTE FROM THE CONSOLIDATED STATEMENTS OF SIMR AND ITS RELATED ORGANIZATIONS, COLLECTIVELY ("THE INSTITUTE"), OF WHICH GSSIMR IS AN EDUCATIONAL ORGANIZATION OF SIMR, IS AS FOLLOWS: THE INSTITUTE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. true true true true true true true false false false false false false false false false false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY NOTICE OF THE NON-DISCRIMINATION POLICY IS MADE KNOWN TO THE GENERAL COMMUNITY AS PUBLISHED ON THE STOWERS.ORG/GRADSCHOOL WEBSITE AND IN ALL BROCHURES AND PUBLICATIONS DEALING WITH RESEARCHER ADMISSIONS AND PROGRAMS. RESEARCHERS IN GSSIMR PROGRAMS COME FROM MULTIFACETED DOMESTIC US AND INTERNATIONAL COMMUNITIES. true NON-CASH ASSISTANCE PROVIDED TO SUMMER SCHOLARS 20 36635 FMV SEE SCHEDULE I, PART IV Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. GSSIMR PROVIDED NON-CASH ASSISTANCE IN THE FORM OF HOUSING AND TRAVEL TO SUMMER SCHOLARS DURING THEIR PARTICIPATION IN THE STOWERS SUMMER SCHOLARS PROGRAM. SEE PROGRAM DESCRIPTION ON SCHEDULE O RESPONSE TO FORM 990, PART III, LINE 4B. X X false true false false false false false false false ALEJANDRO SNCHEZ ALVARADO DIRECTOR 0 114350 0 0 0 88381 0 17153 0 0 0 219884 0 0 GEORGE L SATTERLEE HUMAN RESOURCES OFFICER THRU 4/19/2022 0 467828 0 0 0 3432 0 45750 0 21474 0 538484 0 0 PENNY M SPENCE CFO/TREASURER 0 537007 0 0 0 780 0 45750 0 16496 0 600033 0 0 MATTHEW C GIBSON DEAN 0 287475 0 0 0 1112 0 1043847 0 28506 0 1360940 0 0 PATRICK MITCHELL JR HUMAN RESOURCES OFFICER AS OF 4/20/2022 0 361992 0 0 0 780 0 45750 0 28537 0 437059 0 0 SUSAN WEIGEL ASSOCIATE DEAN FOR ADMIN 119918 0 0 0 982 0 18559 0 20848 0 160307 0 0 0 R SCOTT HAWLEY FORMER VICE PRESIDENT AND DEAN 0 321411 0 0 0 4036 0 45750 0 21300 0 392497 0 0 Schedule J, Part I, Line 4b SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN MATTHEW C. GIBSON PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AT A RELATED ORGANIZATION. FOR THE TAX YEAR $1,000,000 WAS ACCRUED AND NONE WAS PAID OUT. Schedule J, Part II PENNY M. SPENCE RECEIVED COMPENSATION FROM STOWERS RESOURCE MANAGEMENT INC. ("SRM") IN HER FULL-TIME ROLE AS EXECUTIVE VICE-PRESIDENT AND CFO OF SRM. ALEJANDRO SANCHEZ ALVARADO RECEIVED COMPENSATION FROM STOWERS INSTITUTE FOR MEDICAL RESEARCH ("SIMR") IN HIS FULL-TIME ROLE AS CHIEF SCIENTIFIC OFFICER OF SIMR. MATTHEW C. GIBSON RECEIVED COMPENSATION FROM SIMR IN HIS FULL-TIME ROLE AS INVESTIGATOR. BOTH SRM AND SIMR FOLLOW THE PROCEDURES OF THE REBUTTABLE PRESUMPTION, FOR SPENCE, SANCHEZ ALVARADO, AND GIBSON, TO ESTABLISH THEIR COMPENSATION INCLUDING RETAINING THE SERVICES OF AN INDEPENDENT NATIONALLY KNOWN COMPENSATION CONSULTANT AND USING COMPENSATION COMMITTEES. GEORGE L. SATTERLEE RECEIVED COMPENSATION FROM SRM IN HIS FULL-TIME ROLE AS EXECUTIVE VICE-PRESIDENT AND HUMAN RESOURCE OFFICER OF SRM. PATRICK MITCHELL, JR. RECEIVED COMPENSATION FROM SRM IN HIS FULL-TIME ROLE AS VICE-PRESIDENT, HUMAN RESOURCES, DIVERSITY, EQUITY, & INCLUSION OF SRM. SCOTT HAWLEY RECEIVED COMPENSATION FROM SIMR IN HIS FULL-TIME ROLE AS INVESTIGATOR. Form 990, Part III, Line 1 ORGANIZATION'S MISSION THE GRADUATE SCHOOL OF THE STOWERS INSTITUTE FOR MEDICAL RESEARCH ("GSSIMR") IS A TAX-EXEMPT ORGANIZATION WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND FURTHER DESCRIBED AS AN EDUCATIONAL ORGANIZATION UNDER SECTION 170(b)(1)(A)(ii) OF THE CODE. GSSIMR PROVIDES GRADUATE EDUCATION RELATING TO MEDICAL OR SCIENTIFIC RESEARCH WITH AN EMPHASIS ON INNOVATIVE RESEARCH TECHNIQUES IN THE BIOLOGICAL SCIENCES. GSSIMR OFFERS A RESEARCH BASED PH.D. IN BIOLOGY AND OTHER INSTRUCTION PROGRAMS. GSSIMR IS COMMITTED TO CREATING A WELCOMING AND INCLUSIVE LEARNING ENVIRONMENT FOR ALL AND CONTINUALLY STRIVES TO CREATE A CULTURE WHERE PROGRAM PARTICIPANTS HAVE EQUAL ACCESS AND EQUAL OPPORTUNITY. Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION THE MISSION OF GSSIMR IS TO PREPARE A SUPERB CADRE OF PREDOCTORAL RESEARCHERS FROM AROUND THE WORLD FOR THE PURSUIT OF INNOVATIVE AND CREATIVE INVESTIGATIONS IN THE BIOLOGICAL SCIENCES. ALL SUCCESSFUL APPLICANTS SHARE A DEMONSTRATED ABILITY TO PERFORM BIOLOGICAL RESEARCH, AS EVIDENCED BY PREVIOUS RESEARCH EXPERIENCE. THE PROGRAM FOCUSES ON EXTENDING THE ABILITY OF PREDOCTORAL RESEARCHERS THROUGH HANDS-ON LABORATORY EXPERIENCE THAT STRESSES HIGHLY CRITICAL THINKING IN COMBINATION WITH IN-DEPTH EXPERIENCE IN THE LATEST METHODOLOGIES AND APPROACHES. PREDOCTORAL RESEARCHERS PERFORM THESIS RESEARCH IN LABORATORIES WORKING AT THE CUTTING EDGE OF MODERN BIOLOGICAL INQUIRY. IN AN AVERAGE TIME OF SIX YEARS FROM MATRICULATION, PREDOCTORAL RESEARCHERS ARE EXPECTED TO DEVELOP AND EXECUTE A RESEARCH PROJECT THAT ADDRESSES A SIGNIFICANT BIOLOGICAL QUESTION, WHICH WILL RESULT IN A PH.D. IN BIOLOGY. THE PROGRAM OF GSSIMR STRESSES CRITICAL THINKING AND THE RAPID DEVELOPMENT OF EXPERIMENTAL PROWESS, INSTEAD OF TRADITIONAL DIDACTIC COURSEWORK. IN AUGUST, THE PREDOCTORAL RESEARCH PROGRAM STARTS WITH A SERIES OF SEVEN INTENSIVE ALL-DAY MODULAR COURSES WITH TOPICS RANGING FROM GENE EXPRESSION TO DEVELOPMENTAL BIOLOGY AND EVOLUTION AND MODEL SYSTEMS. THE MODULES INCLUDE SIGNIFICANT LAB WORK, AS WELL AS LECTURES AND CRITICAL READING AND DISCUSSION OF RELEVANT PAPERS. IN SPRING OF THEIR FIRST YEAR, PREDOCTORAL RESEARCHERS ENGAGE IN THREE CONSECUTIVE TWO-MONTH ROTATIONS IN LABS OF THEIR CHOICE. UNDISTRACTED BY TRADITIONAL COURSEWORK, EXPECTATIONS ARE EXTREMELY HIGH FOR PREDOCTORAL RESEARCHERS TO FOCUS ALMOST EXCLUSIVELY ON A SHORT-TERM RESEARCH PROJECT. PREDOCTORAL RESEARCHERS ALSO PARTICIPATE IN A FIFTEEN-WEEK COURSE THAT IS DEVOTED TO THE DEVELOPMENT OF THE NECESSARY PROFICIENCY IN SCIENTIFIC COMMUNICATION. PREDOCTORAL RESEARCHERS ENTER THEIR THESIS LABS IN JUNE OF THEIR FIRST YEAR AND UNDERGO AN ASSESSMENT OF KNOWLEDGE, PERFORMANCE, AND RESEARCH PROGRESS WITHIN THE FIRST TWO YEARS OF THEIR THESIS RESEARCH. UPON COMPLETION OF THEIR RESEARCH PROJECTS, PREDOCTORAL RESEARCHERS ARE EXPECTED TO BE ABLE TO IDENTIFY INTERESTING BIOLOGICAL PROBLEMS, DEVISE AND CREATE INTERDISCIPLINARY APPROACHES TO THOSE PROBLEMS, AND EXECUTE INVESTIGATIONS USING THE BEST TOOLS AVAILABLE. PREDOCTORAL RESEARCHERS ARE EXPECTED TO DEMONSTRATE PROFICIENCY IN THE CORE COMPETENCIES BY THE END OF THEIR PROGRAM. THE COMPLETION OF A BODY OF RESEARCH THAT ADDRESSES A SIGNIFICANT BIOLOGICAL PROBLEM AND IS LIKELY TO RESULT IN AT LEAST ONE PUBLICATION IN A HIGH-IMPACT JOURNAL IS REQUIRED FOR THE SUCCESSFUL COMPLETION OF THE PH.D. RESEARCH PROGRAM. THE PUBLICATION FORMS THE MAIN BODY OF A THESIS. A DETAILED LITERATURE REVIEW PRECEDES THE THESIS AND A DISCUSSION OF THE POSSIBLE NEXT STEPS IN THE RESEARCH FOLLOWS THE THESIS. PRESENTATION OF AN OPEN SEMINAR ALSO IS REQUIRED TO COMPLETE THE RESEARCH PROGRAM. GSSIMR ADMITTED ITS FIRST CLASS TO BEGIN THE PH.D. PROGRAM IN AUGUST 2012 AND HAS ADMITTED A NEW CLASS EACH AUGUST. AT THE END OF 2022, THE PROGRAM CONSISTED OF 38 PREDOCTORAL RESEARCHERS WITH VARIOUS SCIENTIFIC RESEARCH BACKGROUNDS FROM 12 DIFFERENT COUNTRIES. 29 PH.D. DEGREES HAVE BEEN CONFERRED SINCE THE 2016-2017 ACADEMIC YEAR. Form 990, Part III, Line 4b PROGRAM SERVICE DESCRIPTION GSSIMR HAS ANOTHER INSTRUCTION PROGRAM KNOWN AS THE STOWERS SUMMER SCHOLARS PROGRAM. THE MISSION OF THE STOWERS SUMMER SCHOLARS PROGRAM IS TO PROVIDE AN INVALUABLE LABORATORY EXPERIENCE FOR UNDERGRADUATE SCIENCE SCHOLARS WHO ARE INTERESTED IN LEARNING MORE ABOUT GRADUATE SCHOOL AND A FUTURE IN ACADEMIC RESEARCH. EACH SCHOLAR PARTICIPATING IN THE STOWERS SUMMER SCHOLARS PROGRAM WORKS ON AN INDEPENDENT RESEARCH PROJECT. THE PROGRAM OFFERS SCHOLARS THE OPPORTUNITY TO BECOME IMMERSED IN A RESEARCH TOPIC FOR A FULL-TIME EIGHT-WEEK PERIOD. STOWERS SCHOLARS HAVE OPPORTUNITIES TO INTERACT AND COLLABORATE WITH OTHER MEMBERS OF THEIR LABORATORY AND THE STOWERS COMMUNITY AS A WHOLE. IN THIS WAY, STOWERS SCHOLARS EXPERIENCE NOT ONLY THE INTELLECTUAL BUT ALSO THE COLLABORATIVE SPIRIT OF RESEARCH. IN ADDITION, STOWERS SCHOLARS HAVE THE OPPORTUNITY TO FAMILIARIZE THEMSELVES WITH THE LATEST TECHNIQUES IN LABORATORIES AND SUPPORTING CORE CENTERS, WHICH ARE EQUIPPED WITH THE MOST ADVANCED TECHNOLOGY. STOWERS SCHOLARS SPEND THE VAST MAJORITY OF THEIR TIME IN THE LABORATORY. ALL SCHOLARS ARE REQUIRED TO ATTEND WEEKLY SCIENTIFIC SEMINARS ON AN ARRAY OF RESEARCH TOPICS. OTHER ACTIVITIES INCLUDE A WEEKLY LUNCH WHERE SCHOLARS HEAR PRESENTATIONS BY STOWERS SCIENTISTS, SHARE IDEAS, AND DISCUSS INDIVIDUAL PROJECTS AND EXPERIMENTS. AT THE COMPLETION OF THE PROGRAM, SCHOLARS PRESENT THEIR WORK IN AN ALL-INSTITUTE POSTER SESSION. IN 2022, THE STOWERS SUMMER SCHOLARS PROGRAM HAD 20 PARTICIPANTS FROM NINE COUNTRIES, REPRESENTED 18 SCHOOLS, AND PERFORMED RESEARCH IN 11 DIFFERENT LABS AND TWO CORE FACILITIES AT THE STOWERS INSTITUTE. Form 990, Part III, Line 4c PROGRAM SERVICE DESCRIPTION GSSIMR HAS AN ADDITIONAL INSTRUCTIONAL PROGRAM, STOWERS RESEARCH SCHOLARS, A MENTORED ONE-YEAR POSTBACCALAUREATE RESEARCH FELLOWSHIP IN LABS AT THE STOWERS INSTITUTE. THROUGH GUIDED RESEARCH EXPERIENCE AND ACADEMIC CAREER MENTORING, THIS PROGRAM AIMS TO INCREASE THE NUMBER OF NIH-DEFINED UNDERREPRESENTED STUDENTS IN FUNDAMENTAL BIOLOGICAL RESEARCH. STOWERS RESEARCH SCHOLARS ARE ELIGIBLE TO ACCESS COURSES AND PROGRAMMING ASSOCIATED WITH THE GSSIMR PH.D. PROGRAM. IN ADDITION, RESEARCH SCHOLARS HAVE ACCESS TO CAREER DEVELOPMENT COUNSELING AND GRADUATE SCHOOL APPLICATION MENTORING FROM GSSIMR STAFF. THE PROGRAM REQUIRES PARTICIPANTS TO DEMONSTRATE A PASSION FOR BASIC BIOLOGICAL SCIENCES, HAVE RECEIVED A BA OR BS DEGREE IN A STEM FIELD, AND BE INTERESTED IN PURSUING AN ADVANCED RESEARCH DEGREE. FOR THE 2022-2023 PROGRAM YEAR, THE PROGRAM HAS TWO PARTICIPANTS PERFORMING RESEARCH IN TWO DIFFERENT LABS AT THE STOWERS INSTITUTE. Form 990, Part VI, Line 15b ALEJANDRO SANCHEZ ALVARADO, DIRECTOR, GEORGE L. SATTERLEE, PENNY M. SPENCE, MATTHEW C. GIBSON AND PATRICK MITCHELL, JR., OFFICERS, ARE COMPENSATED BY ONE OF THE RELATED ORGANIZATIONS LISTED IN SCHEDULE R FOR THE SERVICES PERFORMED IN THEIR OFFICIAL CAPACITY FOR THE RELATED ORGANIZATION. Form 990, Part VI, Line 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS ALEJANDRO SANCHEZ ALVARADO, A DIRECTOR OF GSSIMR, AND PENNY M. SPENCE, GEORGE L. SATTERLEE, PATRICK MITCHELL, JR. AND MATTHEW C. GIBSON, OFFICERS OF GSSIMR, HAVE A BUSINESS RELATIONSHIP. Form 990, Part VI, Line 6 LINE 7A AND LINE 7B SIMR IS GSSIMR'S SOLE MEMBER AND ELECTS GSSIMR'S BOARD OF DIRECTORS. SIMR ALSO HAS THE RIGHT TO REMOVE, WITH OR WITHOUT CAUSE, ONE OR MORE DIRECTORS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE DATA AND INFORMATION NECESSARY TO PREPARE GSSIMR'S FORM 990 IS COMPILED BY THE ORGANIZATION'S ACCOUNTING SUPPORT TEAM AND THEN REVIEWED BY GSSIMR'S TAX ATTORNEY AT BRYAN CAVE LEIGHTON PAISNER, LLP. FORVIS LLP, GSSIMR'S EXTERNAL TAX PREPARERS, USES THIS INFORMATION TO PREPARE THE FORM 990. THE COMPLETED FORM 990, INCLUDING REQUIRED SCHEDULES, IS REVIEWED BY GSSIMR'S DIRECTORS AND OFFICERS BEFORE IT IS FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy GSSIMR HAS ADOPTED A "CONFLICTS OF INTEREST AND DIRECTOR INDEPENDENCE POLICY." EACH DIRECTOR, OFFICER, AND OTHER PERSON WHO IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER DECISIONS OF GSSIMR ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A DISCLOSURE STATEMENT THAT IS PART OF THE POLICY. ALSO, A COVERED PERSON MUST DISCLOSE THE EXISTENCE OF A POTENTIAL CONFLICT AND ALL MATERIAL FACTS TO THE GOVERNING BOARD AS SOON AS THE PERSON HAS KNOWLEDGE THAT A POTENTIAL CONFLICT MIGHT EXIST. PER THE POLICY, THE BOARD OF DIRECTORS OR GOVERNANCE COMMITTEE THEN REVIEWS THE DISCLOSURE TO DETERMINE WHETHER A CONFLICT EXISTS. AFTER THE COVERED PERSON MAKES THE RELEVANT DISCLOSURE, THEY ARE RECUSED AND MAY NOT PARTICIPATE IN THE DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. GSSIMR ALSO CONDUCTS PERIODIC AND ADHOC REVIEWS OF TRANSACTIONS AND AGREEMENTS TO ENSURE THAT IT ENGAGES ONLY IN ACTIVITIES THAT ARE CONSISTENT WITH ITS TAX-EXEMPT PURPOSE. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE ORGANIZATION'S BOARD ANNUALLY REVIEWS THE PRESIDENT IN ACCORDANCE WITH ITS ADOPTED BYLAWS. IN 2021, THE BOARD, WHICH INCLUDES A MAJORITY OF INDEPENDENT BOARD MEMBERS (AS REQUIRED BY THE ORGANIZATION'S BYLAWS, AND AS DEFINED AND DETERMINED IN ACCORDANCE WITH THE ORGANIZATION'S POLICY ON CONFLICTS OF INTEREST AND DIRECTOR INDEPENDENCE) REVIEWED THE PERFORMANCE OF THE ORGANIZATION'S PRESIDENT ON DECEMBER 9, 2021 (IN AN EXECUTIVE SESSION HELD IN CONJUNCTION WITH A REGULARLY SCHEDULED BOARD MEETING), DURING WHICH THE BOARD ADDRESSED ACCOMPLISHMENTS WITH RESPECT TO THE ORGANIZATION'S STRATEGIC INITIATIVES, DISCUSSED SALARY INCREASE OPTIONS, AND ULTIMATELY APPROVED THE PRESIDENT'S TERMS OF EMPLOYMENT, INCLUDING COMPENSATION. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. STOWERS INSTITUTE FOR MEDICAL RESEARCH 1000 EAST 50TH STREET KANSAS CITY MO 64110 202993509 MED RESEARCH DE 501(c)(3) 4 NA false STOWERS RESOURCE MANAGEMENT INC 1000 EAST 50TH STREET KANSAS CITY MO 64110 412186719 SUPPORT ORG DE 501(c)(3) Type I SIMR true STOWERS REAL ESTATE HOLDING CORPORATION 1000 EAST 50TH STREET KANSAS CITY MO 64110 261472230 TITLE HOLDING DE 501(c)(2) SRM true BIOMED VALLEY CORPORATION 1000 EAST 50TH STREET KANSAS CITY MO 64110 743238244 SUPPORT ORG DE 501(c)(3) Type I SIMR true STOWERS SCIENTIFIC EDUCATION INSTITUTE 1000 EAST 50TH STREET KANSAS CITY MO 64110 205916445 SUPPORT ORG DE 501(c)(3) Type I SIMR true STOWERS POLICY INSTITUTE 1000 EAST 50TH STREET KANSAS CITY MO 64110 203270502 SEE PART VII DE 501(c)(4) SIMR false STOWERS INVESTMENT HOLDING CORPORATION 1000 East 50th St Kansas City MO 64110 920365628 TITLE HOLDING DE 501(c)(2) SRMSPI false BIOMED VALLEY DISCOVERIES INC 4435 MAIN ST SUITE 550 KANSAS CITY MO 64111 061646533 SEE PART VII DE BVC C Corporation true false false false false false false false false false false false false false true true true true false true Schedule R, Part II, Column (b) STOWERS POLICY INSTITUTE INC'S. ("SPI") PRIMARY ACTIVITY IS TO PROMOTE INNOVATIVE AND ETHICAL BIOMEDICAL RESEARCH, THERAPIES AND CURES, AND TO ADVOCATE FOR A POLITICAL, ECONOMIC, AND SOCIAL ENVIRONMENT THAT ADVANCES, FACILITATES, AND PROTECTS THAT RESEARCH AND THOSE THERAPIES AND CURES. Schedule R, Part IV, Column (b) BIOMED VALLEY DISCOVERIES, INC.'S ("BVD") PRIMARY ACTIVITY IS THE DEVELOPMENT AND MARKETING OF SCIENTIFIC DISCOVERIES. BIOMED VALLEY CORPORATION IS THE 100% OWNER OF BVD STOCK. Schedule R, Part V, Line 1n AND LINE 1O SRM AND SIMR, RELATED PARTIES, SHARE FACILITIES AND EMPLOYEES WITH GSSIMR IN ORDER TO PROVIDE THE SUPPORT SERVICES DESCRIBED IN A FUNDING AND SUPPORT SERVICES AGREEMENT. NOTWITHSTANDING THE SERVICES TO BE PROVIDED, NEITHER SRM OR SIMR WILL BE RESPONSIBLE FOR ANY MATTERS RELATING TO (A) DAY-TO-DAY CONDUCT OF GSSIMR'S OPERATIONS, INCLUDING DIRECT SUPERVISION OF GSSIMR'S EMPLOYEES, OR (B) ACADEMIC DUTIES AND RESPONSIBILITIES AND FUNCTIONS RELATED TO ACADEMICS. THE CONDUCT OF GSSIMR'S ACADEMIC ACTIVITIES AND FUNCTIONS RELATED TO ACADEMICS REMAIN UNDER THE EXCLUSIVE SUPERVISION, DIRECTION, AND CONTROL OF GSSIMR. SRM SUPPORT SERVICES INCLUDE CAMPUS SECURITY, FINANCE AND ACCOUNTING SERVICES, INFORMATION TECHNOLOGY, LEGAL COUNSEL, SCIENCE COMMUNICATIONS AND GRANTS ADMINISTRATION, PLANT MAINTENANCE, LIBRARY SERVICES, PROCUREMENT, RECEIVING, AND LAB RESEARCH REGULATORY AND ENVIRONMENTAL HEALTH AND SAFETY TRAINING AND SUPPORT. SIMR SUPPORT SERVICES INCLUDE PROVIDING FACULTY MEMBERS, LABORATORY FACILITIES, AND FINANCIAL SUPPORT FOR THE PREDOCTORAL RESEARCHERS DURING TIME SPENT ON THEIR THESIS RESEARCH IN THE LABORATORIES. Schedule R, Part V, Line 1s GSSIMR RECEIVES THE PER CAPITA FORMULA BASED APPROPRIATION FROM STOWERS INSTITUTE FOR MEDICAL RESEARCH ("SIMR") REPORTED ON FORM 990, PART VIII REVENUE LINE 2A. GSSIMR RECEIVES SUPPLEMENTAL APPROPRIATION FROM SIMR REPORTED ON FORM 990, PART VIII REVENUE LINE 2B.