2025-09-24T13:22:09-07:00 2024-12-31 770581023 Stoltey & Associates 4643 Kennington Dr Santa Maria CA 93455 990 2024-01-01 951684086 Sansum Diabetes Research Institute SANS 8056827638 5425 Hollister Ave Suite 230 Santa Barbara CA 93111 Elizabeth Thompson Chief Exec. Officer 2025-09-24 true true Brad A Stoltey P00241354 8056895880 X 2024 2025-03-06 01:10:19Z Elizabeth Thompson 5425 Hollister Ave Suite 230 Santa Barbara CA 93111 9748425 false X WWW.Sansum.Org X 1944 CA Dedicated to improving the lives of people impacted by diabetes through research, education and care. 19 19 103 40 0 6445750 2056749 3195041 2308489 85334 106968 912989 -79085 10639114 4393121 0 0 4064290 4805766 0 654996 2587425 2164549 6651715 6970315 3987399 -2577194 27583953 26544993 1423969 1476773 26159984 25068220 Dedicated to improving the lives of people impacted by diabetes through research, education and care. false false 4607666 2243146 ResearchClinical Research Type 1 Diabetes:Sansum Diabetes Research Institute (SDRI) is a global leader in advancing research, education, and clinical care for people impacted by type 1 diabetes (T1D). SDRI is a preferred site for clinical trials, a testament to our exceptional research capabilities and unwavering commitment to improving diabetes care. In 2024 alone, SDRI conducted 18 clinical research trials and engaged more than 600 participants. Current industry partners include Abbott Diabetes Care, Dexcom, Insulet, Eli Lilly, MannKind, Medtronic Diabetes, Sanofi, and others.As a trusted industry partner, SDRI is committed to conducting pivotal studies that evaluate the accuracy and efficacy of diabetes management technologies, such as continuous glucose monitors and insulin pumps. These innovations have transformed T1D care by enabling real-time adjustments and easing the mental burden of daily management. SDRI remains dedicated to collaborating with industry leaders to improve the quality of life for those living with diabetes.Through cutting-edge research, education, and advocacy, SDRI continues to advance diabetes care. In 2024, SDRI conducted two clinical trials involving 41 pediatric participants with T1D, contributed to research on continuous ketone monitors (CKMs) to help detect ketone level changes and prevent diabetic ketoacidosis (DKA), and participated in a multicenter randomized clinical trial evaluating inhaled insulin plus basal insulin as a potential new treatment strategy.Whether through technology-driven solutions, innovative community programs, or groundbreaking clinical trials, SDRI continues to lead in diabetes research, delivering meaningful insights that enhance the lives of people with T1D.Clinical Research Type 2 Diabetes:SDRI is committed to groundbreaking research aimed at discovering new ways to manage type 2 diabetes (T2D), one of the fastest-growing chronic diseases worldwide. We recognize that education is essential to effective diabetes management, and our team takes a holistic approach, with a special focus on expanding access to education and research opportunities in underserved communities.In 2024, SDRI was one of only 21 U.S. sites selected to conduct a clinical trial using the Omnipod 5 Automated Insulin Delivery (AID) System in adults with T2D. This landmark study demonstrated that the Omnipod 5 significantly reduced HbA1c levels in a socioeconomically, racially, and ethnically diverse population. Participants also reported improvements in time in range, sleep quality, diabetes-related distress, and confidence in preventing hypoglycemia, highlighting the potential of this technology to transform T2D care. SDRI is proud to be at the forefront of efforts to improve diabetes outcomes through innovation and inclusion.In a related area of research, SDRI also evaluated a new treatment strategy in 2024: combining inhaled insulin with basal insulin to reduce post-meal glucose spikes. While this study focused on individuals with T1D, the findings may inform future T2D interventions as well. 300932 49965 Education and Community OutreachIn addition to clinical research, SDRI is deeply committed to diabetes education and health equity. Since 2008, the Ocho Pasos program has addressed the high prevalence of type 2 diabetes (T2D) in the Latino community, where cultural, linguistic, and systemic barriers often limit access to care. SDRI-trained Community Health Workers (CHWs), who are trusted leaders within their communities, lead participants through an eight-week, Spanish-language course focused on culturally relevant education around nutrition, physical activity, and diabetes self-management.Nationally recognized for its success, Ocho Pasos has demonstrated measurable improvements in participants waist circumference, BMI, and glycemic control, even among individuals facing challenges such as food insecurity and limited access to healthcare. SDRI is proud to sustain and expand this impactful program, ensuring that underserved communities are equipped with the tools they need for lasting health.SDRIs type 1 diabetes (T1D) program continues to deliver essential research and community support to individuals and families affected by T1D. In 2024, SDRI launched LADATalk, a monthly support group for individuals living with Latent Autoimmune Diabetes in Adults (LADA). This welcoming space offers connection, shared experiences, and expert insight tailored to this unique form of diabetes.Beyond LADA, SDRI reinforced its support for the broader T1D community through initiatives such as the OneTalk peer support program, family outreach events, research presentations, and a continued partnership with the American Diabetes Association (ADA) and Breakthrough T1D on the 5th annual Returning to School with Diabetes Town Hall. The event featured a diverse panel of experts in diabetes and mental health, offering vital guidance to families navigating school life with diabetes. 122125 15379 Clinical CareSDRI provides expert clinical care across three key areas: diabetes in pregnancy, pediatric endocrinology, and adult endocrinology. In 2024, SDRI supported more than 250 individuals impacted by diabetes, including 93 adults, 22 children, and 143 women with pregnancies complicated by diabetes. Also in 2024, SDRI expanded services and introduced counseling services to support the emotional well-being of our patients.For nearly 50 years, SDRI has been a recognized leader in managing diabetes during pregnancy. Our team is dedicated to advancing research that reduces the risks associated with diabetes in pregnancy. During appointments, patients receive personalized care and innovative tools to help stabilize blood glucose levels, limiting complications for both mother and baby.SDRI proudly partners with the Santa Barbara County Public Health Department to ensure that underrepresented Latina women receive high-quality, culturally competent care throughout pregnancies affected by diabetes.Recognizing that diabetes affects individuals differently, SDRI is committed to understanding sex-specific differences in disease progression and treatment response. Women living with diabetes face increased health risks, including a higher likelihood of cardiovascular complications, gestational diabetes, and an association between early menopause and type 2 diabetes.In 2024, SDRI launched three pioneering clinical trials focused on continuous glucose monitoring and lifestyle interventions for diabetes in pregnancy. SDRI remains at the forefront of advancing care that improves both the health span and lifespan of women and their babies during and after pregnancy.To improve accessibility of mental health services for those impacted by diabetes locally, SDRI began providing counseling support in 2024 for patients allowing them the opportunity to meet with a licensed therapist. Additionally, SDRI provides three monthly support groups for those impacted diabetes and various outreach events for individuals and families. 5030723 true true false false false false false false false true true false false true true true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false true 175 0 true 103 true false false false false false true true false 0 false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false CA X X CFO 8056827638 5425 Hollister Ave Suite 230 Santa Barbara CA 93111 Elizabeth Thompson CEO 40.00 0.00 X 272019 0 31662 Kristin Castorino DO Research Physician 40.00 0.00 269568 0 24492 Kristen Nelson Director Clinical Research Operatio 40.00 0.00 210223 0 27631 Kara Hornbuckle VP Developemnt and Public Affairs 40.00 0.00 166532 0 21220 Andrew Koutnik Research Scientist 40.00 0.00 170414 0 13583 Sarintha Bell Clinical Research 40.00 0.00 163045 0 16498 Mei Mei Church Clinical Research 40.00 0.00 158094 0 8978 Christian Farfan Director Clinical 40.00 0.00 144318 0 11206 Kaitelyn Kelly SR MGR HR 40.00 0.00 119586 0 13221 James Sloan President 4.00 0.00 X X 0 0 0 Flint Ogle VP/Treasurer 2.00 0.00 X X 0 0 0 Matthew G Rowe CIMA Executive VP 2.00 0.00 X X 0 0 0 Elena F Engel Secretary 2.00 0.00 X X 0 0 0 Joan Arnold Trustee 1.00 0.00 X 0 0 0 Miguel Avila Trustee 1.00 0.00 X 0 0 0 Daniel Berger MD Trustee 1.00 0.00 X 0 0 0 Anthony Castillo Trustee 1.00 0.00 X 0 0 0 Daren Dickerson Trustee 1.00 0.00 X 0 0 0 Lindsey Duca Trustee 1.00 0.00 X 0 0 0 Lynn Fitzgibbons MD Trustee 1.00 0.00 X 0 0 0 Yvette Giller Trustee 1.00 0.00 X 0 0 0 Steven Jung Esq Trustee 1.00 0.00 X 0 0 0 Norman A Kurland Trustee 1.00 0.00 X 0 0 0 Robert Nagy MD Trustee 1.00 0.00 X 0 0 0 Michael J Paskin Trustee 1.00 0.00 X 0 0 0 Wendy Thies Sell Trustee 4.00 0.00 X 0 0 0 Mark Wilson MD Trustee 1.00 0.00 X 0 0 0 1673799 168491 14 false true false TouchPoint Business Solutions LLC 414 Calle Palo Colorado Santa Barbara CA 93105 CFO Services 193652 One Story Architect Inc 121 El Paseo Santa Barbara CA 93101 Architect Services 148634 Frank Schipper Construction Co 610 East Cota Street Santa Barbara CA 93103 Construction 112321 3 334817 1721932 18719 2056749 Patient Care Fees 541700 49965 49965 Research Contracts 541700 2258524 2258524 2308489 510756 510756 0 7150 7150 20808 20808 20808 20808 4044261 750000 3892273 1305776 151988 -555776 -403788 -403788 46250 334817 157255 -111005 -111005 0 0 Other 541700 3962 3962 3962 4393121 1936621 399751 0 0 0 0 1023347 648071 158542 216734 0 3176474 2538586 473108 164780 54444 34316 13448 6680 243699 180294 44984 18421 307802 235635 45397 26770 0 18154 18154 26000 26000 0 0 25110 25110 569366 199565 302123 67678 41278 8108 2482 30688 114689 63820 33403 17466 218162 136160 37918 44084 2383 2383 172367 112029 47241 13097 41328 35536 2956 2836 0 95673 80113 2460 13100 0 0 157400 118392 21799 17209 99329 62467 29471 7391 Subject Reimbursement 296538 296538 Campaign Expenses 203095 195033 8062 Lab Supplies 83677 83677 0 6970315 5030723 1284596 654996 451787 496358 5192133 7773243 6268701 1704404 580057 294184 0 0 600000 0 48302 71227 4000478 1866148 1693775 2134330 9086989 9857957 0 0 0 4262209 3613290 27583953 26544993 963703 1078731 460266 398042 1423969 1476773 X 9588974 14361122 16571010 10707098 26159984 25068220 27583953 26544993 -2577194 1485430 X false true X true false X 2537565 3496686 5265574 6445750 2056749 19802324 3194510 3210241 2680236 3260416 2308489 14653892 0 0 0 5732075 6706927 7945810 9706166 4365238 34456216 0 0 34456216 193494 435645 353871 406063 510756 1899829 0 193494 435645 353871 406063 510756 1899829 0 21359 5852 5504 13082 3962 49759 5946928 7148424 8305185 10125311 4879956 36405804 0.94640 0.95100 0.05220 0.04680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3731273 384419 266465 3849227 3556246 416232 241205 3731273 4138658 5000 -344945 242467 3556246 4026624 413732 301698 4138658 3839382 406505 219263 4026624 0.81500 0.18500 false false false 351758 351758 1919709 1737909 181800 125989 20883 105106 291527 107356 184171 1311495 1311495 2134330 Assets Held in Split Interest Agreements 493161 Beneficial Interest in Perpetual Trust 1609806 Cash Surrender Value of Life Insurance 132845 Non-Trustee Remainder Interest in Trust 1161793 Other Receivable 32959 Right of Use Asset 182726 3613290 Lease Obligations 190910 Obligations Under Split Interest Agreeme 7132 Refundable Advances 200000 398042 X 5853438 912338 573089 1485427 4368011 25110 25110 4393121 6945205 6945205 25110 25110 6970315 Part V, Line 4: Intended uses of the endowment fund. SDRI has a policy of appropriation for distribution each year a prudent portion of earnings from endowment assets. In establishing this policy, SDRI considered the long-term expected return on its endowment. accordingly, over the long-term, SDRI expects its spending policy to allow SDRI to conduct diabetes research. This is consistent with SDRI's objective to maintain the purchasing power of the endowment assets held in perpetuity as well as to provide additional real growth the new gifts. Part X : FIN48 Footnote SDRI is organized as a California nonprofit corporation and has been recognized by the IRS as exempt from federal income taxes under Internal Revenue Code (IRC)Section 501(a) as an organization described in IRC Section 501(c)(3) and qualifies for the charitable contribution deduction under IRC Section 170(b)(1)(A)(vi) and has been determined not to be a private foundation under IRC Section 509(a)(2). SDRI is annually required to file a Return of Organization Exempt from Income Tax (Form990) with the IRS. In addition, SDRI is subject to income that is derived from business activities that are unrelated to its exempt purpose. Management has determined SDRI is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS.SDRI tax filings are subject to examination by the IRS, generally for three years after they are filed. SDRI is not aware of any activities that would jeopardize its tax exempt status. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Change in Value - Split Int Agreements $477810 Change in Value - Perpetual Trusts $95279 X X X X X X X false TOV 381067 334817 46250 18719 138536 381067 334817 46250 18719 138536 157255 -111005 X X true false false false false false false false false Andrew Koutnik Research Scientist 147824 22590 13583 183997 Christian Farfan Director Clinical 114596 16722 13000 5585 5621 155524 Elizabeth Thompson CEO 272019 13601 18061 303681 Kara Hornbuckle VP Developemnt and Public Affairs 151554 14978 9410 11810 187752 Kristen Nelson Director Clinical Research Operatio 210223 10577 17054 237854 Kristin Castorino DO Research Physician 269568 13520 10972 294060 Mei Mei Church Clinical Research 158094 7905 1073 167072 Sarintha Bell Clinical Research 163045 8201 8297 179543 Form 990, Part VI, Section B, Line 11b A draft of the Form 990 is sent to each board member prior to the designated board meeting during which it will be discussed. The Form 990 is discussed at the designated board meeting and must be approved by a majority of the board before being filed.If the board is not scheduled to meet until after the filing deadline, a board representative will review a draft of the Form 990 and make a recommendation for filing. The draft form 990 will then be reviewed by the entire board at the next scheduled meeting. Form 990, Part VI, Section B, Line 12c Each board member is asked to complete a conflict of interest form annually, which is reviewed by the objectivity and integrity in science committee (OISC). The OISC also reviews all research projects, publications, and scientific reports for conflicts of interest. Form 990, Part VI, Section B, Line 15a TThe Board of Trustees has established a Compensation Committee whose role is to provide the Board with Compensation recommendations for the Executive Director, Chief Scientific Officer, Chief Financial Officer, and any other highly compensated employees and consultants earning $200,000 or more per annum. The process for review and approval of compensation occurs upon initial hiring, whenever the term of employment is renewed or extended, and whenever the compensation is modified, unless a modification of compensation extends to substantially all employees. The President of the Board of Trustees is responsible for overseeing and evaluating executive performance on an annual basis. The supervisors of the highly compensated employees and consultants evaluate their performance. The Compensation Committee uses the following process to determine the compensation they will recommend to the board for approval for the executives and highly compensated employees and consultants: 1. Conduct research and obtain appropriate comparability or benchmarking data documenting compensation levels and benefits for similarly qualified individuals in comparable positions at similar organizations. Data may include salary and benefit compensation studies by independent sources, industry surveys, written job offers for positions at similar organizations, and information obtained from IRS Form 990 filings of similar organizations. 2. Carefully consider the performance reviews and supervisors recommendations regarding appropriate compensation.3. Determine the compensation to be recommended to the Board for approval, and contemporaneously document the basis for these recommendations, including the data on which it relied, the date it was discussed, the members present for the discussion, and the results of the vote.4. Present the Committees compensation recommendations to the full Board for approval, with approval documented in the minutes of the Board. Form 990, Part VI, Section B, Line 15b The Board of Trustees has established a Compensation Committee whose role is to provide the Board with Compensation recommendations for the Executive Director, Chief Scientific Officer, Chief Financial Officer, and any other highly compensated employees and consultants earning $200,000 or more per annum. The process for review and approval of compensation occurs upon initial hiring, whenever the term of employment is renewed or extended, and whenever the compensation is modified, unless a modification of compensation extends to substantially all employees. The President of the Board of Trustees is responsible for overseeing and evaluating executive performance on an annual basis. The supervisors of the highly compensated employees and consultants evaluate their performance. The Compensation Committee uses the following process to determine the compensation they will recommend to the board for approval for the executives and highly compensated employees and consultants: 1. Conduct research and obtain appropriate comparability or benchmarking data documenting compensation levels and benefits for similarly qualified individuals in comparable positions at similar organizations. Data may include salary and benefit compensation studies by independent sources, industry surveys, written job offers for positions at similar organizations, and information obtained from IRS Form 990 filings of similar organizations. 2. Carefully consider the performance reviews and supervisors recommendations regarding appropriate compensation.3. Determine the compensation to be recommended to the Board for approval, and contemporaneously document the basis for these recommendations, including the data on which it relied, the date it was discussed, the members present for the discussion, and the results of the vote.4. Present the Committees compensation recommendations to the full Board for approval, with approval documented in the minutes of the Board. Form 990, Part VI, Section C, Line 19 Governing documents and conflict of interest policy are available to the general public upon written request. In addition, the most recent audited financial statements and donor privacy policy are posted on the organization's website.