2023-11-10T11:54:29+00:00 2022-12-31 346565596 ERNST & YOUNG US LLP 221 EAST 4TH STREET CINCINNATI OH 45202 990 2022-01-01 731328881 Laureate Institute for Brain Research Inc LAUR 9185025165 6655 S YALE AVE TULSA OK 74136 COLLEEN MCCALLUM COO 9185025165 2023-11-10 true COLLEEN MCCALLUM 999009999 Julie Sparks P01268401 5136121400 2022 2023-04-26 12:10:37Z COLLEEN MCCALLUM 6655 S YALE AVE TULSA OK 74136 20016129 false X www.laureateinstitute.org X 1988 OK TO ENGAGE IN THE CONDUCT OF MEDICAL RESEARCH. TO DISCOVER AND DEVELOP KNOWLEDGE RELATING TO CAUSES, DIAGNOSIS, TREATMENT, PREVENTION, OR CONTROL OF THE PHYSICAL OR MENTAL DISEASES AND IMPAIRMENTS OF MAN. 6 5 0 25 0 0 14200481 16787690 0 0 450204 292802 22303 76209 14672988 17156701 0 0 0 0 6785852 7660354 0 0 0 6054091 6802177 12839943 14462531 1833045 2694170 19761304 22973821 2054051 5109981 17707253 17863840 SEE SCHEDULE O false false 9990168 0 0 LAUREATE INSTITUTE FOR BRAIN RESEARCH (LIBR) IS A MULTIDISCIPLINARY RESEARCH PROGRAM AIMED AT ILLUMINATING THE PATHOPHYSIOLOGY OF NEUROPSYCHIATRIC DISORDERS. LIBR AIMS TO DEVELOP NOVEL THERAPEUTICS, CURES AND PREVENTIONS TO IMPROVE THE WELL-BEING OF PERSONS WHO SUFFER FROM OR ARE AT RISK FOR NEUROPSYCHIATRIC ILLNESS. LIBR FOSTERS COLLABORATION AMONG SCIENTISTS, CLINICIANS, AND INSTITUTIONS ENGAGED IN RESEARCH THAT ENHANCES WELLNESS AND ALLEVIATES SUFFERING FROM MENTAL ILLNESS. 9990168 true true false false false false false false true true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 217 0 true 0 false false false false false false false false false false false false X 6 5 true false false false true true false true false false false true true true true false false true true false OK X COLLEEN MCCALLUM 9185025180 6655 S YALE AVE TULSA OK 74136 MARTIN PAULUS MD PRES. & SCIENTIFIC DIRECTOR 40.0 0.0 X X 544738 0 56835 THOMAS E COOPER DIRECTOR AND CEO 10.0 0.5 X X 0 0 0 CLIFF A ROBERTSON MD DIRECTOR 1.0 0.5 X 0 0 0 JOHN-KELLY C WARREN CHAIRMAN 1.0 0.5 X 0 0 0 PATRICK A MCKEE MD DIRECTOR 1.0 0.5 X 0 0 0 WILLIAM R YATES MD DIRECTOR 1.0 0.0 X 0 0 0 COLLEEN MCCALLUM VICE PRESIDENT & COO 40.0 0.0 X 364455 0 46303 JULIANNA P ADAMS SECRETARY 0.0 0.5 X 0 0 0 MICHAEL ROHAN PHD CHIEF TECH OFFICER (AS OF 06/27/2022) 40.0 0.0 X 209481 0 11587 PAM A GLENN TREASURER 1.0 0.5 X 0 0 0 EVAN WHITE PHD PRINCIPAL INVESTIGATOR (AS OF 07/03/2022) 40.0 0.0 X 118385 0 33935 RAYUS KUPLICKI PHD DATA ANALYTICS LEAD 40.0 0.0 X 137965 0 22731 RYAN SMITH PHD PRINCIPAL INVESTIGATOR 40.0 0.0 X 137005 0 18417 SAHIB KHALSA MD PHD PHYSICIAN 40.0 0.0 X 312192 0 60936 SALVADOR GUINJOAN MD PHD SCIENTIST, RESEARCH CORE 40.0 0.0 X 215352 0 22604 2039573 0 273348 12 false true false THE UNIV OF TULSA 800 S TUCKER TULSA OK 74104 FACULTY COMPENSATION 867893 GE MEDICAL PO BOX 96483 CHICAGO IL 60693 MEDICAL EQUIP. MAINT 376458 KRUSE PEO INC 8596 E 101ST ST STE H TULSA OK 74133 FACULTY COMPENSATION 253757 UNIV OF OKLAHOMA 4502 E 41ST ST RM 2802 TULSA OK 74136 LAB SERVICES 209839 SAINT FRANCIS HOSPITAL 6161 S YALE TULSA OK 74136 ACCT, LAUNDRY, PRINT 161197 8 6014155 10773535 16787690 0 0 0 0 0 230988 230988 0 0 2731555 189687 2631233 228195 100322 -38508 61814 61814 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCIENTIFIC SERVICES REVENUE 900099 61510 61510 REGISTRATION FEES 900099 14699 14699 0 0 0 0 76209 17156701 0 0 369011 0 0 0 0 0 0 0 0 1233401 221068 1012333 0 0 5214527 4808524 406003 265708 265708 0 529231 464688 64543 417487 337241 80246 530860 399975 130885 139836 0 139836 203684 0 203684 1263475 1183517 79958 0 220446 156458 63988 874165 403972 470193 481818 6844 474974 216958 154815 62143 7972 7099 873 854209 0 854209 144851 0 144851 REP., MAINT & NONCAP PLAN EX 229078 129726 99352 LAB SUPPLIES 341987 341876 111 RESEARCH SUBJECT EXPENSE 997906 995880 2026 RECRUITMENT 109352 3000 106352 185580 109777 75803 0 14462531 9990168 4472363 0 1194460 4939774 0 0 1773693 1561166 9631 19309 0 0 0 0 0 0 0 0 450105 526052 14595736 11289712 3211161 3306024 13113316 11620145 0 0 0 0 8938 1001351 19761304 22973821 2050635 3198727 0 0 3416 923032 0 0 0 0 0 0 0 0 0 0 0 988222 2054051 5109981 X 4584549 3933023 13122704 13930817 0 0 0 0 0 0 17707253 17863840 19761304 22973821 X 2694170 -2222935 0 0 0 -314648 X false true X true true true X Laureate Psychiatric Clinic and Hospital Tulsa OK RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13113316 -1193171 300000 11620145 11941232 1572084 400000 13113316 11245432 1095800 400000 11941232 10883590 661842 300000 11245432 12196556 -962966 350000 10883590 0.7 0.3 true false 1252965 699346 553619 1155992 675255 480737 11926133 9915111 2011022 260646 0 260646 3306024 CAPITAL LEASE OBLIGATION 988222 988222 X 14619118 -2222935 0 -2222935 16842053 314648 314648 17156701 14462531 0 0 14462531 0 0 14462531 Schedule D, Part V, Line 4 Intended uses of endowment funds THIS ENDOWMENT WILL BE USED TO SUPPORT A LIMITED NUMBER OF JOINT APPOINTMENTS FOR INDIVIDUALS FROM ACADEMIC CLINICAL DEPARTMENTS AT ACCREDITED UNIVERSITIES FOR A PERIOD NOT TO EXCEED FOUR YEARS. THE PROGRAM IS INTENDED TO BE HIGHLY SELECTIVE AND WILL BE GUIDED BY A STEERING COMMITTEE TO BE APPOINTED BY THE INSTITUTE'S BOARD OF DIRECTORS. ALLOWANCE HAS BEEN MADE FOR ALTERNATIVE USES SHOULD THE INTENDED USE BECOME IMPOSSIBLE OR IMPRACTICAL. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote LIBR HAS BEEN DESIGNATED FOR TAX PURPOSES AS A MEDICAL RESEARCH ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME IN 2022 OR 2021. LIBR WAS GRANTED A SALES TAX EXEMPTION PERMIT FROM THE STATE OF OKLAHOMA IN 2013. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements 2022 W.K WARREN & CO DONATIONS RECEIVED IN 2023. - 314648 X X X X false false false false false false false false false MARTIN PAULUS MD PRES. & SCIENTIFIC DIRECTOR 524934 0 19804 0 0 0 34452 0 22383 0 601573 0 0 0 COLLEEN MCCALLUM VICE PRESIDENT & COO 304980 0 59475 0 0 0 37556 0 8747 0 410758 0 0 0 MICHAEL ROHAN PHD CHIEF TECH OFFICER (AS OF 06/27/2022) 129481 0 0 0 80000 0 0 0 11587 0 221068 0 0 0 SAHIB KHALSA MD PHD PHYSICIAN 284409 0 27783 0 0 0 11346 0 49590 0 373128 0 0 0 SALVADOR GUINJOAN MD PHD SCIENTIST, RESEARCH CORE 215352 0 0 0 0 0 0 0 22604 0 237956 0 0 0 RAYUS KUPLICKI PHD DATA ANALYTICS LEAD 137465 0 500 0 0 0 13984 0 8747 0 160696 0 0 0 RYAN SMITH PHD PRINCIPAL INVESTIGATOR 137005 0 0 0 0 0 10416 0 8001 0 155422 0 0 0 EVAN WHITE PHD PRINCIPAL INVESTIGATOR (AS OF 07/03/2022) 116755 0 1630 0 0 0 12610 0 21325 0 152320 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation COMPENSATION FOR THE PRESIDENT AND OFFICERS IS SET THROUGH A STRUCTURED REVIEW PROCESS. THE PROCESS INCLUDES AN EVALUATION OF COMPARABLE SALARIES FOR COMPARABLE POSITIONS IN SIMILAR ORGANIZATIONS BY AN INDEPENDENT EXTERNAL FIRM. COMPENSATION ADJUSTMENTS ARE REVIEWED AND APPROVED BY THE DIRECTORS. THE LAST COMPENSATION REVIEW WAS PERFORMED IN 2022. Form 990, Part I, Line 5 Part V, LINE 2A - INDIVIDUALS EMPLOYED LAUREATE INSTITUTE FOR BRAIN RESEARCH, INC (LIBR) STAFF IS ON LOAN FROM OTHER ENTITIES. LIBR ALSO HAS PERSONNEL SERVICE CONTRACTS WITH THE UNIVERSITY OF TULSA BOARD OF REGENTS, AND KRUSE PEO, INC. RELATED TO THE SERVICES OF THESE INDIVIDUALS. ALL REMAINING STAFF ARE ON LOAN FROM A SAINT FRANCIS HEALTH SYSTEM, INC. ENTITY, LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL, INC. UNDER THIS AGREEMENT, LOANED STAFF PARTICIPATE IN ALL BENEFIT PLANS PROVIDED BY SAINT FRANCIS HEALTH SYSTEM, INC. AND LAUREATE PSYCHIATRIC CLINIC AND HOSPITAL, INC. AT 12/31/22 LIBR HAD 85 LOANED STAFF MEMBERS FROM SAINT FRANCIS HEALTH SYSTEM, FOUR LOANED STAFF MEMBERS FROM THE UNIVERSITY OF TULSA, AND TWO STAFF MEMBERS FROM KRUSE PEO. Form 990, Part III, Line 1 ORGANIZATION'S MISSION TO OPERATE EXCLUSIVELY FOR THE PROMOTION OF HEALTH AS A CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSE, AND FOR THOSE PURPOSES TO PRIMARILY ENGAGE DIRECTLY IN THE CONTINUOUS ACTIVE CONDUCT OF MEDICAL RESEARCH WITHIN THE MEANING AND EXEMPTION OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons LAUREATE INSTITUTE FOR BRAIN RESEARCH BOARD MEMBERS AS ACTIVE COMMUNITY MEMBERS HAVE A - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders LIBR HAS THREE MEMBERS. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body MEMBERS APPOINT DIRECTORS. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body BOARD COMMITTEES CONTEMPORANEOUSLY RECORD MEETING MINUTES WHEN POSSIBLE, BUT DO NOT ALWAYS HAVE SOMEONE AVAILABLE TO DO SO. NOTEWORTHY ISSUES ARE REPORTED TO THE BOARD AT SUBSEQUENT MEETINGS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED BY LIBR'S MANAGEMENT AND IS GIVEN TO EACH MEMBER OF THE LIBR BOARD OF DIRECTORS PRIOR TO FILING. THE FORM 990 IS ALSO REVIEWED BY AN OUTSIDE INDEPENDENT ACCOUNTING FIRM. Form 990, Part VI, Line 12c Conflict of interest policy ON AN ANNUAL BASIS, EVERY BOARD MEMBER COMPLETES AND SUBMITS A "CONFLICT OF INTEREST" FORM WHICH DETAILS ALL ENTITY AND BOARD AFFILIATIONS. THESE ARE REVIEWED BY LIBR OFFICERS AND MANAGEMENT. IN THE EVENT OF ANY POTENTIAL EXCESS BENEFIT CONFLICT OF INTEREST SITUATION, THE LIBR BOARD FOLLOWS PROCEDURES REQUIRING DISCLOSURE OF THE CONFLICT OF INTEREST BY THE PARTY WITH THE CONFLICT, RECUSAL FROM VOTING BY THE PARTY WITH A CONFLICT, REVIEW OF THE MATTER BY INDEPENDENT PERSONS ON THE LIBR BOARD OR COMMITTEE WHO MAKE A DECISION ON THE MATTER BASED ON THE BEST INTERESTS OF LIBR AFTER REVIEW AND CONSIDERATION OF APPROPRIATE AND RELEVANT DATA RELATED TO THE MATTER, AND HAVING SUCH DECISION BY THE INDEPENDENT GROUP DOCUMENTED IN WRITING IN THE MINUTES OF THE MEETING MAKING SUCH DECISION, WITH SUCH MINUTES BEING REVIEWED AND APPROVED AT THE NEXT MEETING OF SUCH BODY. Form 990, Part VI, Line 19 Required documents available to the public DOCUMENTS SUBJECT TO PUBLIC DISCLOSURES ARE MADE AVAILABLE ON AN "AS REQUESTED" BASIS AS REQUIRED. Form 990, Part XI, Line 9 Other changes in net assets or fund balances FINANCIAL STATEMENT ADJUSTMENT FOR REVENUES RECEIVED IN 2022. - -314648; FORM 990, PART VI, LINE 13 & 14 WHISTLEBLOWER POLICY, DOCUMENT RETENTION, AND DESTRUCTION POLICY BECAUSE LIBR STAFF MEMBERS ARE ON LOAN FROM SAINT FRANCIS HEALTH SYSTEM INC., EIN 73-1501972, THEY CONFORM TO THE SFHS GUIDELINES WHICH INCLUDE WRITTEN POLICIES FOR WHISTLEBLOWING AND DOCUMENT RETENTION AND DESTRUCTION. FORM 990, PART VI, LINE 15A & 15B PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT & OFFICERS COMPENSATION FOR THE PRESIDENT AND OFFICERS IS SET THROUGH A STRUCTURED REVIEW PROCESS. THIS PROCESS INCLUDES AN EVALUATION OF COMPARABLE SALARIES FOR COMPARABLE POSITIONS IN SIMILAR ORGANIZATIONS BY AN INDEPENDENT EXTERNAL FIRM. COMPENSATION ADJUSTMENTS ARE REVIEWED AND APPROVED BY THE DIRECTORS. THE LAST COMPENSATION REVIEW WAS PERFORMED IN 2022. LAUREATE MENTAL HEALTH CORPORATION PO BOX 470372 TULSA OK 74147 731328882 HEALTHCARE RESEARCH OK 501(c)(3) Type III-FI NA false false false false false false false false false false false false false true false false false false false false LAUREATE MENTAL HEALTH CORPORATION M 18000 FMV