2024-11-13T18:23:50+00:00 2023-12-31 135565207 KPMG LLP 60 South Street Two Financial Cente r Boston MA 02111 990 2023-01-01 010211513 The Jackson Laboratory JACK 2072886000 600 MAIN STREET BAR HARBOR ME 04609 Douglas Abbott Senior Vice President & CFO 2072886045 2024-11-13 true true TARA KENNEY P01245482 6179881000 2024-11-13 2023 2024-10-15 13:58:12Z LON CARDON 600 MAIN STREET BAR HARBOR ME 04609 630315995 false X WWW.JAX.ORG X 1929 ME THE PURPOSES OF THE LABORATORY ARE SCIENTIFIC, MEDICAL, CHARITABLE, AND EDUCATIONAL. OUR MISSION IS TO DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE BIOMEDICAL COMMUNITY. 25 24 3303 29 2818094 671190 119479687 116852173 416727477 439470117 16680856 16565603 627550 -84238 553515570 572803655 2773594 2940710 0 291592343 324314275 0 3930233 238449779 250126877 532815716 577381862 20699854 -4578207 1394651570 1467831204 442780639 470905582 951870931 996925622 SEE SCHEDULE O false false 302858507 175529 437825494 DEVELOP AND PROVIDE GENETIC RESOURCES THE JACKSON LABORATORY (JAX) IS A GLOBAL RESOURCE FOR DEVELOPING, DISTRIBUTING AND ANALYZING INNOVATIVE MODELS OF HUMAN DISEASE. IT OFFERS AN ARRAY OF MODEL CREATION, HUSBANDRY AND DIAGNOSTIC AND ANALYTICAL SERVICES, RANGING FROM CUSTOM BREEDING AND STRAIN PRESERVATION TO DRUG EFFICACY STUDIES AND GENOME SEQUENCING, ALL FOCUSED ON EMPOWERING BASIC SCIENTIFIC RESEARCH AND DRUG DISCOVERY. JAX MAINTAINS CLOSE TO 13,500 GENETICALLY DISTINCT STRAINS OF RESEARCH MICE. IN 2023, DISTRIBUTED THEM TO RESEARCHERS FROM MORE THAN 2,400 ORGANIZATIONS, IN UPWARDS OF 68 COUNTRIES USED JAX RESEARCH MICE TO SUPPORT EFFORTS TO FIND CURES FOR THE WORLD'S MOST DEVASTATING HUMAN DISEASES AND BRING ADVANCED THERAPIES TO PATIENTS. THE LABORATORY ALSO HOSTS THE MOUSE GENOME INFORMATICS DATABASES, THE WORLD'S SOURCE FOR INFORMATION ON MOUSE GENETICS AND BIOLOGY. 174415118 1550374 625744 BIOMEDICAL RESEARCH THE LABORATORY'S RESEARCHERS COMBINE EXPERIENCE IN MAMMALIAN GENETICS AND HUMAN GENOMICS TO SHAPE AN INTEGRATED APPROACH TO PERSONALIZED MEDICINE. SCIENTISTS WORK COLLABORATIVELY AND CROSS-DISCIPLINE, LEVERAGING EXPERTISE IN CANCER, IMMUNOLOGY, NEUROGENETICS, LIFE-CYCLE BIOLOGY, THE MICROBIOME, AND COMPUTATIONAL BIOLOGY. MORE THAN 400 JAX STAFF MEMBERS HOLD ADVANCED DEGREES AND THE LABORATORY SUPPORTS NEARLY 60 RESEARCH TEAMS. FACULTY MEMBERS HAVE 324 ACTIVE SPONSORED RESEARCH COLLABORATION AGREEMENTS WITH 245 ACADEMIC RESEARCH AND CLINICAL INSTITUTIONS. MULTIPLE LABORATORY CENTERS COORDINATE EXPERTISE AROUND CRITICAL RESEARCH AREAS. SINCE 1983 THE LABORATORY HAS HAD A NATIONAL CANCER INSTITUTE-DESIGNATED CANCER CENTER, ONE OF ONLY SEVEN SUCH DESIGNATED INSTITUTIONS IN THE UNITED STATES. TO DATE 26 NOBEL PRIZES ARE ASSOCIATED WITH LABORATORY RESEARCH, EDUCATION PROGRAMS AND RESOURCES. 11894491 1214807 615756 EDUCATION AND TRAINING THE LABORATORY OFFERS EDUCATIONAL PROGRAMS FOR SCIENTISTS THROUGHOUT THEIR CAREERS FROM STEM EDUCATION FOR HIGH SCHOOL STUDENTS AND TRAINING FOR SCIENCE AND MATH TEACHERS TO COURSES AND CONFERENCES FOR EXPERIENCED RESEARCHERS DEFINING THE CUTTING EDGE OF GENOMICS INTO THEIR PRACTICES. FOR MORE INFORMATION ON THE LABORATORY'S PROGRAM SERVICES, PLEASE REFER TO THE JACKSON LABORATORY ACCOMPLISHMENTS AT HTTPS://WWW.JAX.ORG/ABOUT-US/OUR-IMPACT/MEDICAL-IMPACT. 489168116 true true false true false false true true true true true false true true true false true false true true false false false false false false true true true false false false false false false true false true false false false true true true true false false true X 320 0 true 3303 true true true true HK JA UK CH false false false false false false false false false false true false X 25 24 false false false false false false false true true false false true true true true true true true true false CA CO CT FL AL KS KY ME MD MA MI MN NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA AR WA WV WI X X X DOUGLAS ABBOTT 2072886045 600 MAIN STREET BAR HARBOR ME 04609 Lon Cardon PHD FMEDSCI President & CEO 40.0 0 X X 1872421 0 235857 TIMOTHY D DATTELS BOARD CHAIR 5.0 0 X X 0 0 0 Adaora Adimora MD MPH Trustee (End 08/24/23) 2.0 0 X 0 0 0 BERTRAND GARCIA-MORENO PHD TRUSTEE 2.0 0 X 0 0 0 CARLA E BRODLEY PHD VICE CHAIR 2.0 0 X 0 0 0 Charles Hewett PhD Trustee (End 08/24/23) 2.0 0 X 0 0 0 David Roux Trustee (End 08/24/23) 2.0 0 X 0 0 0 Dennis Paustenbach PhD Trustee 2.0 0 X 0 0 0 DINAKAR SINGH TRUSTEE 2.0 0 X 0 0 0 Eric Horvitz MD PhD Trustee (Start 12/18/23) 2.0 0 X 0 0 0 FRANK MOSS PHD TRUSTEE 2.0 0 X 0 0 0 GEOFFREY W SMITH JD TRUSTEE 2.0 0 X 0 0 0 GEORGE G MONTGOMERY TRUSTEE 2.0 0 X 0 0 0 JANET ROSSANT PHD TRUSTEE 2.0 0 X 0 0 0 JEFFREY M FRIEDMAN MD PHD TRUSTEE 2.0 0 X 0 0 0 JENNY E ROOKE PHD TRUSTEE 2.0 0 X 0 0 0 Joan Steitz PhD Trustee (End 08/24/23) 2.0 0 X 0 0 0 JOHN A GIBBONS JR TRUSTEE 2.0 0 X 0 0 0 JOHN LOWRY TRUSTEE 2.0 0 X 0 0 0 Joshua Broder Trustee 2.0 0 X 0 0 0 JULIE H DAUM TRUSTEE 2.0 0 X 0 0 0 MARY KATE WOLD JD TRUSTEE 2.0 0 X 0 0 0 MELISSA C GUZY TRUSTEE 2.0 0 X 0 0 0 NANCY J COX PHD TRUSTEE 2.0 0 X 0 0 0 NEAL B MILCH JD VICE CHAIR 2.0 0 X 0 0 0 OTIS W BRAWLEY MD TRUSTEE 2.0 0 X 0 0 0 SANDRA WAITE JD TRUSTEE 2.0 0 X 0 0 0 STEVEN B FINK JD TRUSTEE 2.0 0 X 0 0 0 THOMAS C BARRY TRUSTEE 2.0 0 X 0 0 0 Daniel Hoag General Counsel & Secretary 40.0 0 X 547000 0 95001 Douglas Abbott Senior Vice President and CFO 40.0 0 X 543036 0 114066 S Catherine Longley Executive Vice President & COO 40.0 0 X 1302770 0 116356 Andy Greene Senior Vice President for Research 40.0 0 X 488812 0 89574 Charles Lee MD SCIENTIFIC DIRECTOR, JAX GM 40.0 0 X 542872 0 66916 Mitchell Kennedy Executive VP & President, JMCRS 40.0 0 X 724685 0 66055 Nadia A Rosenthal SCIENTIFIC DIRECTOR 40.0 0 X 545282 0 33291 Brian Bannerman Vice President, JMCRS Finance 40.0 0 X 497494 0 60863 David Grass VP, JMCRS MICE & SERVICE OPS (UNTIL 10/23) 40.0 0 X 732495 0 55586 James Keck Senior Director, Innovation and Product Development 40.0 0 X 496833 0 50695 Jens Rueter Chief Medical Officer 40.0 0 X 508930 0 64977 MaryEllen Joseph VP, JMCRS Global Sales, Marketing, & Customer Support (UNTIL 10/23) 40.0 0 X 606130 0 34558 Edison T Liu MD FORMER PRESIDENT & CEO 40.0 0 X 443759 0 54854 9852518 0 1138650 631 true true false WHITING TURNER CONTRACTING 300 EAST JOPPA ROAD BALTIMORE MD 21286 Construction Management 20007622 BIOTRANS LLC 9 LIDGERWOOD PLACE MORRISTOWN NJ 07960 Transportation 11029584 TLR VENTURES INC 2719 SEQUOIA WAY BELMONT CA 94002 Consulting Services 9924282 MARKETONE BUILDERS INC 1200 R ST STE 150 SACRAMENTO CA 95811 Construction Management 6119731 LANDRYFRENCH CONSTRUCTION CO 160 PLEASANT HILL ROAD SCARBOROUGH ME 04074 Construction Management 5251545 187 100439962 16412211 168453 116852173 Genetic Resources 541700 438228617 437186558 1042059 Training & Education 541700 615756 615756 Research 541700 625744 625744 0 0 0 0 439470117 18672570 1776035 16896535 692170 0 373285 0 318885 0 318885 318885 55009088 23000 56459893 679162 -1450805 -656162 -2106967 -2106967 Other revenue 763406 763406 FX gain 81668 81668 Loss From Joint Venture -1248197 -1248197 0 0 0 0 -403123 572803655 438024935 2818094 15108453 333999 333999 2606711 2606711 7303808 1979101 5324707 236364005 198627010 35215937 2521058 18119599 15555240 2365253 199106 45288780 34970140 9894222 424418 17238083 14485915 2568307 183861 2898061 47449 2850612 383500 383500 63000 63000 296446 296446 31173936 24535464 6548936 89536 1602899 1289802 313097 1381167 849633 489083 42451 18104402 11862333 6111065 131004 2269606 2269606 18020073 16821346 1198723 4 8443524 6347264 1863085 233175 400638 357167 43246 225 9167101 8847851 319250 54336709 51623791 2712918 4099024 3979741 119283 Supplies 85299039 81586854 3620157 92028 Service fees/credit card, bank etc 5803717 3839038 1959375 5304 Interco service fees 3207008 3207008 Equipment rental 1324008 1228044 87901 8063 1853019 1917609 -64590 0 577381862 489168116 84283513 3930233 0 0 244777217 218967247 18515968 38994196 45044565 46411449 0 0 11879627 13153603 12620335 14428848 1213924536 569286225 611202886 644638311 239013777 271615863 137155605 138816143 0 74441590 80805544 1394651570 1467831204 83582083 91166944 14109251 14787574 25000000 0 345089305 339951064 442780639 470905582 862307249 900559320 89563682 96366302 951870931 996925622 1394651570 1467831204 -4578207 46019508 3613390 0 X false true X true true true X 131073861 122912211 120757756 119479687 116852173 611075688 0 0 131073861 122912211 120757756 119479687 116852173 611075688 8935953 602139735 13604379 10487014 16312028 14435919 18116543 72955883 339977 479786 293179 496671 672190 2281803 344223 121238 1640811 711281 845074 3662627 689976001 1952619123 0.8727 0.8485 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 344223.0, COLUMN B - 121238.0, COLUMN C - 1640811.0, COLUMN D - 711281.0, COLUMN E - 845074.0, COLUMN F - 3662627.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 281388 false true 63000 344388 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE TOTAL LOBBYING EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2023 WAS $344,388, WHICH IS AN ALLOCATION OF EMPLOYEE COMPENSATION FOR LOBBYING ACTIVITIES OF $281,388, $18,000 PAID TO MAINE STREET SOLUTION, AND $45,000 TO DONOVAN STRATEGIES. Donovan Strategies advised JAX on Department of Defense related legislative opportunities, and advocated for insertion of language into the funding bill. Maine Street Solutions, based in Augusta, Maine, provided information to JAX on bills being considered by the Maine Legislature. 627623 X false false true X 376169379 1747526 46394947 219566 13679253 410413033 445636754 2931591 -61281789 159911 10957266 376169379 386957560 6864818 61288861 9474485 445636754 306403790 32802634 55001080 7249944 386957560 261889680 3045938 46408311 166468 4773671 306403790 0.7771 0.1417 0.0812 false false 16830667 16830667 835659504 373306205 462353299 254212837 195980020 58232817 107221528 107221528 644638311 ALTERNATIVE 138816143 F 138816143 INVESTMENTS IN SUBSIDIARIES 60284516 EMPLOYEE BENEFIT ASSETS 18625556 ME DOL UNEMPLOYMENT BOND CD 1107201 CHARITABLE GIFT ANNUITY FUND 452162 OTHER ASSETS 336109 80805544 RETIREMENT PLAN OBLIGATIONS 4850309 BONDS 335100755 339951064 X 651194866 46019508 31998416 78017924 573176942 -373287 -373287 572803655 608236506 37526087 37526087 570710419 6671443 6671443 577381862 Schedule D, Part III, Line 4 Collections of art - description of collections CERTAIN DONORS CONTRIBUTE WORKS OF ART IN LIEU OF CASH CONTRIBUTIONS. THE LABORATORY HAS UNDERTAKEN TO HOLD THE ITEMS FOR PRESERVATION FOR FUTURE GENERATIONS. Schedule D, Part IV, Line 2b Explanation of escrow agreement An irrevocable pledge of $25,000,000 was made to JAX to fund and support a physical location for the Jackson Laboratory Data Science Initiative (DSI) at the Roux Institute, Northeastern University campus in Portland, Maine. The pledge provided additional benefits to JAX as consideration for a separate educational and collaborative research agreement with Northeastern University. The collaboration between JAX and NU will support JAX's strategic mission of DSI, including: * ability to conduct cutting-edge computational medicine research; * development and training of the next generation of scientists and tech professionals; * development of cutting-edge technologies in Maine; * expansion of its footprint in Maine; and * enhancement of its reputation throughout Maine, New England, and around the globe. Schedule D, Part V, Line 4 Intended uses of endowment funds THE INVESTMENT AND SPENDING POLICIES FOR THE ENDOWMENT ASSETS HAVE BEEN ESTABLISHED TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR THE PROGRAMS SUPPORTED BY THE ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT FUNDS WERE PRIMARILY SPENT ON RESEARCH, TRAINING AND EDUCATION. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE LABORATORY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), AS AMENDED, AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO THE CODE. IN ACCORDANCE WITH GAAP, THE LABORATORY ASSESSES WHETHER THERE ARE UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL EFFECT ON THE CONSOLIDATED FINANCIAL STATEMENTS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Foreign Subsidiary Not Reported on 990 - 36647848 Non-Operating Expenses - -4642885 Reclass of Royalty Expense - -6547 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Rental Expenses - -373287 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 FOREIGN SUBSIDIARY NOT REPORTED ON 990 - 37152800 RENTAL EXPENSES - 373287 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements NON-OPERATING EXPENSES - 6664896 RECLASS OF ROYALTY EXPENSE - 6547 Central America and the Caribbean 0 0 Investments 29226459 South America 0 0 Program Services Genetic Resources 0 East Asia and the Pacific 0 0 Program Services Genetic Resources 0 Europe (Including Iceland and Greenland) 5 Program Services Genetic Resources 803464 Sub-Saharan Africa 0 0 Program Services Genetic Resources 0 North America (Canada & Mexico only) 0 0 Program Services Genetic Resources 0 Russia and Neighboring States 0 0 Program Services Genetic Resources 0 South Asia 1 Program Services Genetic Resources 463953 Middle East and North Africa 0 0 Program Services Genetic Resources 0 0 6 0 0 0 6 30493876 0 30493876 true false true true true true Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual true TOWN OF BAR HARBOR 49 PARK STREET BAR HARBOR ME 04609 016000061 Gov't 119254 FMV General Support CITY OF ELLSWORTH 1 CITY HALL PLAZA ELLSWORTH ME 04605 016000027 Gov't 56275 FMV General Support CONNECTICUT SCIENCE CENTER INC 250 COLUMBUS BLVD HARTFORD CT 06103 061538101 501(C)(3) 23333 FMV General Support SACRAMENTO POLICE FOUNDATION 5960 S LAND PARK DR SACRAMENTO CA 95822 680433279 501(C)(3) 7000 FMV General Support Maine Science Festival c/o Maine Discovery Museum 74 Main Street Bangor ME 04401 010527022 501(C)(3) 6500 FMV General Support SACRAMENTO FOOD BANK & SERVICE 3333 THIRD AVE SACRAMENTO CA 95817 943315566 501(C)(3) 10000 FMV General Support American Society Human Genetics 6120 Executive Boulevard 500 Rockville MD 20852 521419397 501(C)(3) 7581 FMV General Support 7 0 SCHOLARSHIPS/STIPENDS 1153 2606711 FMV Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. IN RECOGNITION OF THE CLOSE RELATIONSHIP BETWEEN THE LABORATORY AND THE TOWN OF BAR HARBOR, THE LABORATORY MADE A VOLUNTARY PAYMENT TO THE TOWN. IN RECOGNITION OF THE CLOSE RELATIONSHIP BETWEEN THE LABORATORY AND THE CITY OF ELLSWORTH, THE LABORATORY MADE A VOLUNTARY PAYMENT TO THE CITY. THE MISSION OF THE CONNECTICUT SCIENCE CENTER TO INSPIRE LIFE-LONG LEARNING THROUGH THE OPERATION OF A SCIENCE CENTER IS CLOSELY ALIGNED WITH THE ORGANIZATION'S EDUCATIONAL MISSION. IN RECOGNITION OF THE CLOSE RELATIONSHIP BETWEEN THE LABORATORY AND THE SACRAMENTO POLICE DEPARTMENT, THE LABORATORY MADE A VOLUNTARY PAYMENT TO THE SACRAMENTO POLICE FOUNDATION. THE MISSION OF THE MAINE SCIENCE FESTIVAL IS CLOSELY ALIGNED WITH THE ORGANIZATION'S EDUCATION MISSION. IN RECOGNITION OF THE IMPORTANCE OF THE WORK DONE BY THE SACRAMENTO FOOD BANK & SERVICE, THE LABORATORY MADE A VOLUNTARY PAYMENT TO THE ORGANIZATION. THE MISSION OF THE AMERICAN SOCIETY OF HUMAN GENETICS DEDICATED TO THE FURTHERANCE OF SCIENCE IS CLOSELY ALIGNED WITH THE ORGANIZATION'S RESEARCH MISSION. THE ALLOCATION OF GRANTS AND OTHER ASSISTANCE TO LOCAL ORGANIZATIONS IS DETERMINED ON AN ANNUAL BASIS. VARYING AMOUNTS OF ASSISTANCE IN THE FORM OF GRANTS, FELLOWSHIPS AND STIPENDS ARE AWARDED TO SUMMER STUDENTS, LABORATORY INTERNS, GRADUATE STUDENTS, INSTRUCTORS AND COURSE ATTENDEES BASED ON NEED AND MERIT. ALL RECIPIENTS OF STIPENDS AND SCHOLARSHIPS EITHER WORK AT THE LABORATORY UNDER THE SUPERVISION OF LABORATORY EMPLOYEES OR ATTEND COURSES. CONFERENCE ORGANIZERS REGULARLY MONITOR ATTENDANCE OF COURSES BY GRANT RECIPIENTS, AND RESPONSIBLE FACULTY MEMBERS OVERSEE AND MONITOR OTHER FORMS OF SCHOLARSHIP ASSISTANCE TO INDIVIDUAL STUDENTS, INTERNS OR OTHER SCIENTISTS THROUGH OVERSIGHT OF THEIR ASSIGNMENTS. THE LABORATORY GRANTS SCHOLARSHIPS TO A SELECT NUMBER OF HIGH SCHOOL STUDENTS ON AN ANNUAL BASIS. X X true true X X X X X true true false false false false false true false Lon Cardon PHD FMEDSCI President & CEO 1113219 0 440000 0 319202 0 201808 0 34049 0 2108278 0 0 0 S Catherine Longley Executive Vice President & COO 599440 0 218934 0 484396 0 102671 0 13685 0 1419126 0 456786 0 Douglas Abbott Senior Vice President and CFO 433601 0 107500 0 1935 0 83000 0 31066 0 657102 0 0 0 Daniel Hoag General Counsel & Secretary 431478 0 98550 0 16972 0 63686 0 31315 0 642001 0 0 0 Mitchell Kennedy Executive VP & President, JMCRS 623077 0 0 0 101608 0 65769 0 286 0 790740 0 0 0 Charles Lee MD SCIENTIFIC DIRECTOR, JAX GM 458407 0 79844 0 4621 0 33000 0 33916 0 609788 0 0 0 Nadia A Rosenthal SCIENTIFIC DIRECTOR 467866 0 69477 0 7939 0 33000 0 291 0 578573 0 0 0 Andy Greene Senior Vice President for Research 430654 0 0 0 58158 0 45025 0 44549 0 578386 0 0 0 Edison T Liu MD FORMER PRESIDENT & CEO 345064 0 0 0 98695 0 31980 0 22874 0 498614 0 0 0 David Grass VP, JMCRS MICE & SERVICE OPS (UNTIL 10/23) 362988 0 97744 0 271763 0 29541 0 26045 0 788081 0 0 0 MaryEllen Joseph VP, JMCRS Global Sales, Marketing, & Customer Support (UNTIL 10/23) 433356 0 54960 0 117814 0 26500 0 8058 0 640688 0 0 0 Jens Rueter Chief Medical Officer 426440 0 79948 0 2542 0 33000 0 31977 0 573907 0 0 0 Brian Bannerman Vice President, JMCRS Finance 319562 0 95020 0 82912 0 31879 0 28984 0 558357 0 0 0 James Keck Senior Director, Innovation and Product Development 304133 0 86370 0 106330 0 27151 0 23544 0 547528 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments THE JACKSON LABORATORY GROSSES UP THE AMOUNT ADDED TO WAGES FOR IMPUTED INSURANCE PREMIUMS FOR LIFE, DISABILITY, AND LONG TERM CARE BENEFITS FOR THE SENIOR MANAGEMENT GROUP TO COVER TAXES. THE LABORATORY ALSO GROSSES UP WAGES TO COVER THE TAX IMPACT OF GIFT CARDS AND OTHER AWARDS OR PRIZES TO EMPLOYEES SO THAT RECIPIENTS RECEIVE THE FULL VALUE OF THE GIFT OR AWARD. Schedule J, Part I, Line 1a Housing allowance or residence for personal use THE LABORATORY PROVIDES A HOUSING ALLOWANCE TO THE PRESIDENT. THE AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). Schedule J, Part I, Line 4a Severance or change-of-control payment DAVID GRASS RECEIVED A SEVERANCE PAYMENT OF $120,114. MARYELLEN JOSEPH RECEIVED A SEVERANCE PAYMENT OF $116,027. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE LABORATORY MAINTAINS A DEFERRED COMPENSATION PLAN UNDER SECTION 457(F): CONTRIBUTIONS MADE: PRESIDENT/CEO $168,808 EXECUTIVE VICE PRESIDENT/COO $70,000 EXECUTIVE VICE PRESIDENT & PRESIDENT, JMCRS $58,846 SR VP & CHIEF FINANCIAL OFFICER $50,000 GENERAL COUNSEL $30,686 SR VP PRESIDENT FOR RESEARCH $14,252 DISTRIBUTIONS MADE: EXECUTIVE VICE PRESIDENT/COO $456,786 Schedule J, Part I, Line 7 Non-fixed payments THE TOTAL COMPENSATION PACKAGE OF CERTAIN OFFICERS, KEY EMPLOYEES, AND OTHER EMPLOYEES INCLUDES VARIABLE COMPENSATION AWARDED BASED ON PERFORMANCE. ALAN SAWYER KEY EMPLOYEE -N ROSENTHAL 279044 EMPLOYMENT - FAMILY MEMBER false X 11 168453 Other - FMV 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of contributions Form 990, Part III, Line 4a IN 2023, 450 MOUSE STRAINS WERE DONATED TO THE LABORATORY OR DEVELOPED BY JAX RESEARCH STAFF WITH ACADEMIC/FOUNDATION OR PUBLICLY FUNDED RESEARCH PROGRAMS. THE LABORATORY MAKES THESE RESOURCES PUBLICLY ACCESSIBLE THROUGH ITS REPOSITORY, PRODUCTION AND RESEARCH SERVICES. DISTRIBUTION OF THESE STRAINS HELPS SUPPORT CURES FOR THE WORLD'S MOST PREVALENT HUMAN DISEASES AND ACCELERATES THE TIME TO BRING NEW THERAPIES TO PATIENTS. THE LABORATORY COLLABORATED WITH OTHER NON-PROFIT PATIENT FOUNDATIONS FOR RARE DISEASES TO ESTABLISH MOUSE RESOURCES TO FURTHER PRECLINICAL THERAPEUTIC STUDIES. THE LABORATORY MAKES THE JAX CLINICAL KNOWLEDGEBASE (CKB) RESOURCE PUBLICLY AVAILABLE, ENABLING CLINICIANS, AND TRANSLATIONAL RESEARCHERS TO INTERPRET COMPLEX CANCER GENOMIC PROFILES. ACCEPTANCE AND USAGE OF CKB HAS BEEN STEADILY INCREASING; CKB HAS RECEIVED OVER 1,100,000 VISITS SINCE ITS LAUNCH IN 2016. THE PUBLIC SITE HAD OVER 3,800,000 PAGE VIEWS IN THAT PERIOD. Form 990, Part III, Line 1 ORGANIZATION'S MISSION THE PURPOSES OF THE LABORATORY ARE SCIENTIFIC, MEDICAL, CHARITABLE, AND EDUCATIONAL TO DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE BIOMEDICAL COMMUNITY. TO ACCOMPLISH THIS MISSION, THE LABORATORY: 1) CONDUCTS BASIC BIOMEDICAL RESEARCH TO INCREASE THE KNOWLEDGE OF DEVELOPMENT, GROWTH, REPRODUCTION, PHYSIOLOGY, AND PATHOPHYSIOLOGY THROUGH RESEARCH WITH GENETICALLY DEFINED EXPERIMENTAL MOUSE MODELS AND OTHER MODELS OF DISEASE; 2) CONDUCTS TRANSLATIONAL BIOMEDICAL RESEARCH TO IDENTIFY THE GENOMIC IMPACT ON HUMAN DISEASE, PROMOTE THE ESTABLISHMENT OF MORE PRECISE, TARGETED THERAPIES, OFFER CUTTING EDGE GENOMIC DIAGNOSTICS TO IMPROVE PATIENT CARE, AND PROVIDE ADVANCED COMPUTATIONAL TOOLS, DATABASES AND KNOWLEDGE MANAGEMENT SYSTEMS TO THE BIOMEDICAL RESEARCH AND MEDICAL COMMUNITIES; 3) TRAINS AND EDUCATES STUDENTS, SCIENTISTS, PHYSICIANS, AND OTHER PROFESSIONALS IN THESE AREAS; AND 4) PROMOTES SCIENTIFIC DISCOVERY THROUGH THE PROVISION OF MOUSE MODELS AND OTHER MODELS OF HUMAN DISEASE AND THE PROVISION OF RESEARCH, CLINICAL, COMPUTATIONAL AND INFORMATION SERVICES TO THE GLOBAL SCIENTIFIC AND MEDICAL COMMUNITIES. Form 990, Part VI, Line 11b Review of form 990 by governing body THE AUDIT AND ENTERPRISE RISK MANAGEMENT COMMITTEE OF THE JACKSON LABORATORY'S BOARD OF TRUSTEES REVIEWS A DRAFT COPY OF THE IRS FORM 990 BEFORE IT IS PROVIDED TO THE BOARD OF TRUSTEES. AFTER THE AUDIT AND ENTERPRISE RISK MANAGEMENT COMMITTEE'S REVIEW, THE IRS FORM 990 IS FINALIZED AND PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 12c Conflict of interest policy THE JACKSON LABORATORY REQUESTS ALL OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES COMPLETE A "CERTIFICATION OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY AND CODE OF ETHICS" FORM AND A "CONFLICT OF INTEREST DISCLOSURE FORM" QUESTIONNAIRE, AND DISTRIBUTES ALL POLICIES REGARDING THE CONFLICT OF INTEREST AND CODE OF ETHICS. THIS PROCESS IS DONE ANNUALLY. THE DISCLOSURE AND COMPLIANCE ATTESTATIONS ARE RETURNED TO THE GENERAL COUNSEL, WHERE THEY ARE RECORDED AND TALLIED FOR COMPLETENESS. DISCLOSURES, AS WELL AS ANY FOLLOW UP QUESTIONS, ARE ROUTED THROUGH GENERAL COUNSEL, AND IF NECESSARY THE AUDIT AND ENTERPRISE RISK COMMITTEE. TRUSTEES AND EXECUTIVES WITH AN APPARENT OR ACTUAL CONFLICT OF INTEREST RECUSE THEMSELVES FROM DECISION MAKING. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEES SETS COMPENSATION AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER AND THE COMMITTEE REVIEWS THE COMPENSATION AND BENEFITS FOR THE OFFICERS AND CERTAIN KEY EMPLOYEES LISTED IN SCHEDULE J. MEMBERS OF THE COMMITTEE ARE INDEPENDENT TRUSTEES SELECTED BY THE CHAIR OF THE BOARD OF TRUSTEES. THE COMMITTEE IS GUIDED BY COMPENSATION MARKET DATA FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. MARKET DATA IS PREPARED FOR THE COMMITTEE BY AN EXTERNAL EXECUTIVE COMPENSATION FIRM WHICH CONSIDERS COMPENSATION INFORMATION REPORTED IN FORM 990'S OF COMPARABLE ORGANIZATIONS AND THE RESULTS OF RECOGNIZED COMPENSATION SURVEYS. THE CHIEF HUMAN RESOURCES OFFICER IS AVAILABLE TO THE COMMITTEE TO PROVIDE ANY OTHER DATA NEEDED. THE CEO AND COO MEETS WITH THE COMMITTEE AT LEAST ANNUALLY TO REVIEW THE COMPENSATION OF THEIR DIRECT REPORTS. THE COMMITTEE'S REVIEW PROCESS AND RESULTS ARE DOCUMENTED IN MINUTES OF THE MEETINGS. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG AND ON THE ORGANIZATION'S PUBLIC WEBSITE WWW.JAX.ORG. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.JAX.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. 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