2026-05-07T11:55:26-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 943030609 BUCK INSTITUTE FOR RESEARCH ON AGING BUCK 4152092000 8001 REDWOOD BOULEVARD NOVATO CA 94945 FREDA KONG CHIEF FINANCIAL OFFICER 4152092000 2026-03-27 1 1 KATY BROWN P00650274 9257902600 2026-05-04 2024 2025-03-06 01:10:19Z FREDA KONG 8001 REDWOOD BOULEVARD NOVATO CA 94945 62507325 0 X WWW.BUCKINSTITUTE.ORG X 1986 CA BUCK INSTITUTE FOR RESEARCH ON AGING IS DEDICATED TO IMPROVING THE HEALTH SPAN OF INDIVIDUALS. 29 29 299 41 560890 0 68752195 54896932 981318 1140047 415527 1253809 -614329 -49140 69534711 57241648 4028587 1117088 0 0 30791943 31948241 0 0 1459630 26484547 29806304 61305077 62871633 8229634 -5629985 140312200 132283804 129260796 126763352 11051404 5520452 TO INCREASE THE HEALTHY, PRODUCTIVE YEARS OF LIFE THROUGH BASIC BIOMEDICAL RESEARCH ON AGING AND AGE-RELATED DISEASES. 0 0 47226526 1117088 313697 THE BUCK INSTITUTE FOR RESEARCH ON AGING (THE "INSTITUTE") IS A NONPROFIT CHARITABLE ENTITY. THE MISSION OF THE INSTITUTE IS TO INCREASE THE HEALTHY PRODUCTIVE YEARS OF LIFE THROUGH BASIC BIOMEDICAL RESEARCH ON AGING AND ITS CONNECTION TO CHRONIC CONDITIONS COMMONLY ASSOCIATED WITH OLD AGE. THE INSTITUTE'S RESEARCH PROGRAMS ADDRESS TWO FUNDAMENTAL QUESTIONS:WHAT IS THE NATURE OF AGING?WHAT FACTORS TRIGGER DISEASES ASSOCIATED WITH AGE?ESTABLISHED AS AN INDEPENDENT, NOT-FOR-PROFIT RESEARCH CENTER, THE INSTITUTE OPENED IN 1999 AND CURRENTLY HOUSES THE LABORATORIES OF PRINCIPAL INVESTIGATORS RECRUITED FOR LEADERSHIP IN THEIR RESPECTIVE FIELDS OF RESEARCH. 47226526 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 49 0 1 299 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X FREDA KONG CFO 4152092024 8001 REDWOOD BOULEVARD NOVATO CA 94945 ERIC VERDIN PRESIDENT & CEO 40.00 X 803497 0 44144 FREDA KONG CFO (START 01/25) 40.00 X 0 0 0 NANCY DERR VP, FINANCE & CFO (THRU 09/24) 40.00 X 313488 0 51436 MEAGAN MOORE CHIEF OPERATIONS OFFICER 40.00 X 289473 0 56861 ROBIN SNYDER VP, COMMUNICATIONS 40.00 X 352317 0 76524 BRIAN VAN WEELE VP, CHIEF PHILANTHROPIC OFFICER 40.00 X 275806 0 34309 MALENE HANSEN CHIEF SCIENTIFIC OFFICER 40.00 X 403742 0 52871 GORDON LITHGOW PROFESSOR 40.00 X 275689 0 44179 DAVID FURMAN ASSOCIATE PROFESSOR 40.00 X 272557 0 60822 REMY GROSS EXEC VP, ADMINISTRATION 28.00 X 265449 0 0 MATT P CARBONE CHAIR OF THE BOARD 1.00 X X 0 0 0 BLAIR LACORTE VICE CHAIR 1.00 X X 0 0 0 JIM HENRY TREASURER 1.00 X X 0 0 0 SARAH MARSEY SECRETARY 1.00 X X 0 0 0 ROBERT ACKER BOARD MEMBER 1.00 X 0 0 0 WILLIAM BARNES BOARD MEMBER 1.00 X 0 0 0 RICHARD BODMAN BOARD MEMBER (THRU 07/24) 1.00 X 0 0 0 JIM BUZZITTA MD BOARD MEMBER 1.00 X 0 0 0 PETER FIORETTI BOARD MEMBER 1.00 X 0 0 0 LIZELLEN LA FOLLETTE MD BOARD MEMBER 1.00 X 0 0 0 DAVID GENSLER BOARD MEMBER 1.00 X 0 0 0 MICHAEL GHILOTTI BOARD MEMBER 1.00 X 0 0 0 LYDIA GRAHAM BOARD MEMBER 1.00 X 0 0 0 JANE INCH BOARD MEMBER 1.00 X 0 0 0 JOHN M JACK BOARD MEMBER 1.00 X 0 0 0 JILL KINNEY BOARD MEMBER 1.00 X 0 0 0 AFAF I MELEIS PHD FAAN LL BOARD MEMBER 1.00 X 0 0 0 JIM MELLON BOARD MEMBER 1.00 X 0 0 0 BILL POLAND CHAIR EMERITUS 1.00 X 0 0 0 STEVEN READ BOARD MEMBER 1.00 X 0 0 0 E LEW REID BOARD MEMBER 1.00 X 0 0 0 ROBERT ROSENKRANZ BOARD MEMBER 1.00 X 0 0 0 JACK ROWE MD BOARD MEMBER 1.00 X 0 0 0 THEO TAFT SCHWABACHER BOARD MEMBER 1.00 X 0 0 0 LILIAN SHACKELFORD MURRAY BOARD MEMBER 1.00 X 0 0 0 MARK SIEGEL BOARD MEMBER 1.00 X 0 0 0 FREDRIC E STECK BOARD MEMBER 1.00 X 0 0 0 RICHARD STONE CLU CFP BOARD MEMBER 1.00 X 0 0 0 PAUL VERKUIL BOARD MEMBER 1.00 X 0 0 0 JOON YUN BOARD MEMBER 1.00 X 0 0 0 3252018 0 421146 72 0 1 0 SYLOGIST MISSION INC PO BOX 18242 PALATINE IL 60055 SOFTWARE IMPLEMENTATION SERVICES 205047 ARMANINO LLP PO BOX 411753 BOSTON MA 02241 ACCOUNTING SERVICES 136038 2 36358515 18538417 480412 54896932 CONTRACT SERVICES 541700 1036989 210639 826350 REGISTRATION FEES 541900 103058 103058 1140047 728156 728156 164738 164738 1866466 34971 2166897 0 -300431 34971 -265460 -265460 3624433 3098780 525653 525653 525653 OTHER INCOME 900099 51582 51582 51582 57241648 313697 560890 1470129 100000 100000 1017088 1017088 1746797 253348 1408999 84450 23623820 16417556 6611451 594813 2034250 1482528 490988 60734 2803607 1876190 845616 81801 1739767 1200748 486751 52268 239138 54606 184532 111300 111300 1494001 927460 510755 55786 9616 9616 890952 577929 250855 62168 190446 101638 86430 2378 10494824 8471962 1699270 323592 785887 665663 102494 17730 6160595 5127312 931868 101415 SUBCONTRACTOR EXPENSES 5034404 5034404 RESEARCH SUPPLIES 2904151 2867150 37001 EQUIP RENTAL AND MAINT 1026525 752286 274239 ALL OTHER EXPENSES 464465 289042 152928 22495 62871633 47226526 14185477 1459630 522461 932874 19203582 16536516 21509413 17813883 332127 584629 598556 441155 211602 116262 188661524 104747434 86029218 83914090 4858391 4861069 92614 92614 6954236 6990712 140312200 132283804 4886123 6540788 4353860 2266459 120020813 117956105 129260796 126763352 X -16677243 -14930781 27728647 20451233 11051404 5520452 140312200 132283804 X -5629985 -160972 260005 X 0 1 X 1 1 1 X 38710776 57435338 47910260 68752195 54896932 267705501 38710776 57435338 47910260 68752195 54896932 267705501 27586541 240118960 293062 297327 796346 549661 892894 2829290 13636 206898 220534 144856 389193 207182 357179 51582 1149992 271905317 5656404 0.88310 0.85720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5787083 5787083 145496878 81663576 63833302 35115424 22364819 12750605 2262139 719039 1543100 83914090 BOND INSURANCE PREMIUM 4513468 CHARITABLE REMAINDER TRUSTS RECEIVABLE 2470557 DEPOSITS 6687 6990712 59546047 -160972 2465371 2304399 57241648 0 57241648 65076999 2205366 2205366 62871633 0 62871633 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 2,166,897. REVENUE INCLUDED IN EXPENSES 38,469. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 260,005. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 2,166,897. REVENUE INCLUDED IN EXPENSES 38,469. 0 EUROPE 0 1 PROGRAM SERVICES 29567 0 1 0 0 0 1 29567 0 29567 0 0 0 0 0 0 1 YALE UNIVERSITY SCHOOL OF MEDICINE 300 GEORGE ST 770F NEW HAVEN CT 06511 060646973 501(C)(3) 100000 0 BIOMEDICAL RESEARCH 1 0 SCHOLARSHIPS 64 0 1017088 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: THE INSTITUTE RECEIVES DETAILED INVOICES FROM DOMINICAN UNIVERSITY OF CALIFORNIA AND UNIVERSITY OF SOUTHERN CALIFORNIA. THE INVOICES LIST THE INDIVIDUALS AND SCHOLARSHIP AMOUNTS, WHICH ARE REVIEWED AND APPROVED BY THE INSTITUTE'S EDUCATION OFFICE. THERE IS ADDITIONAL OVERSIGHT OF THE PROGRAM SPENDING BY THE GRANTS DEPARTMENT. EACH GRANT RECIPIENT MUST SUBMIT SCIENTIFIC PROGRESS REPORTS AND FINANCIAL REPORTS TO THE BUCK INSTITUTE. PROGRESS REPORTS DESCRIBE THE PROGRESS TOWARD RESEARCH GOALS AND ARE REVIEWED BY THE SCIENTIFIC ADVISORY COUNCIL. EACH FINANCIAL REPORT TRACKS ACTUAL RECEIPTS AND EXPENDITURES AGAINST THE ANNUAL BUDGET APPROVED FOR THE AWARD. A FORMAL EXPLANATION IS REQUIRED WITH THE ANNUAL FINANCIAL REPORT SHOULD THE GRANTEE UNDERSPEND BY 20% OR GREATER IN A GIVEN REPORTING PERIOD. SUMMER SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS WHO APPLY THROUGH THE INSTITUTE'S EDUCATION OFFICE. X X X X 0 0 0 0 0 0 0 1 0 ERIC VERDIN PRESIDENT & CEO 803497 0 0 0 0 0 43320 0 824 0 847641 0 0 0 NANCY DERR VP, FINANCE & CFO (THRU 09/24) 313488 0 0 0 0 0 39338 0 12098 0 364924 0 0 0 MEAGAN MOORE CHIEF OPERATIONS OFFICER 289473 0 0 0 0 0 36570 0 20291 0 346334 0 0 0 ROBIN SNYDER VP, COMMUNICATIONS 352317 0 0 0 0 0 43320 0 33204 0 428841 0 0 0 BRIAN VAN WEELE VP, CHIEF PHILANTHROPIC OFFICER 275806 0 0 0 0 0 32708 0 1601 0 310115 0 0 0 MALENE HANSEN CHIEF SCIENTIFIC OFFICER 327392 0 0 0 76350 0 40946 0 11925 0 456613 0 0 0 GORDON LITHGOW PROFESSOR 275689 0 0 0 0 0 32910 0 11269 0 319868 0 0 0 DAVID FURMAN ASSOCIATE PROFESSOR 272557 0 0 0 0 0 27570 0 33252 0 333379 0 0 0 REMY GROSS EXEC VP, ADMINISTRATION 265449 0 0 0 0 0 0 0 0 0 265449 0 0 0 PART I, LINE 3 BUCK REVIEWS CEO COMPENSATION FROM OTHER ORGANIZATIONS, PRIMARILY OTHER RESEARCH INSTITUTES THROUGH THE ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES. THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES CEO SALARY BASED ON THE INFORMATION PROVIDED. PART I, LINE 7 MALENE HANSEN, CHIEF SCIENTIFIC OFFICER, RECIEVED $76,350 FOR THE FORGIVENESS OF ONE YEAR'S PRINCIPAL AND INTEREST ON HER FACULTING HOUSING LOAN WHICH IS STANDARD PRACTICE FOR FACULTY CONTRACTS. THIS AMOUNT IS REPORTED ON SCHEDULE J PART III COLUMN B(III). X 6 480412 PUBLICLY TRADED EXCHANGE 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS NOT THE NUMBER OF CONTRIBUTIONS MADE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS MADE AVAILABLE TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS TO REVIEW PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE COO REVIEWS ALL ANNUAL CONFLICT OF INTEREST DISCLOSURE FORMS AND BRINGS POTENTIAL CONFLICTS TO THE ATTENTION OF THE CONFLICT OF INTEREST COMMITTEE WHICH MEETS ANNUALLY. THE COMMITTEE DETERMINES IF ANY FOLLOW-UPS ARE REQUIRED. THE COO PROCEEDS WITH THE FOLLOW-UPS UNDER THE GUIDANCE OF THE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE BUCK INSTITUTE BOARD OF TRUSTEES APPROVES TERMS OF EMPLOYMENT OF THE CEO/PRESIDENT AND COMPENSATION FOR EXECUTIVE POSITIONS IN ACCORDANCE WITH THE REBUTTABLE PRESUMPTION OF REASONABLENESS. THE CEO WILL APPROVE ALL SALARY ACTIONS SUCH AS HIRING, PROMOTION AND MERIT INCREASES FOR FACULTY. THE COO, IN CONSULTATION WITH THE CEO, WILL REVIEW AND APPROVE THE HIRING, PROMOTION AND SALARY INCREASE ACTIONS FOR ALL ADMINISTRATIVE MANAGEMENT POSITIONS. FACULTY AND DEPARTMENT HEADS WILL REVIEW AND APPROVE THE HIRING, PROMOTION, AND (IN CONSULTATION WITH THE COO) SALARY INCREASE ACTIONS FOR THOSE REPORTING TO THEM. SALARY ACTIONS ARE ALSO DETERMINED THROUGH THE USE OF COMPENSATION SURVEYS FOR COMPARABILITY. IF IT IS DETERMINED BY THE HIRING MANAGER AND HUMAN RESOURCES THAT A NEW POSITION TITLE IS REQUIRED, HUMAN RESOURCES WILL ADD THE NEW POSITION TO THE APPROVED JOB TITLE LIST, INCLUDING APPROPRIATE CLASSIFICATION AND SALARY RANGE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 260,005. 3 CHARITABLE REMAINDER TRUSTS INVESTMENTS CA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0