Nonprofit · EIN 23-7203666
J DAVID GLADSTONE INSTITUTES
Tax-exempt · SAN FRANCISCO, CA 94158
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $119,155,911 | $144,808,821 | -$25,652,910 | $371,967,489 | $204,371,515 | $167,595,974 |
| December 31, 2023 | 990 | $119,208,526 | $127,669,032 | -$8,460,506 | $365,291,245 | $192,865,411 | $172,425,834 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $16,072,228
- Program service revenue
- $94,130,588
- Investment income
- $8,303,840
- Net rental income
- $303,771
- Net gain from sales of assets
- $4,208,616
- Other revenue
- $649,255
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $7,145,674
- Other salaries and wages
- $49,035,201
- Salaries, compensation and benefits (total)
- $75,367,376
- Professional fundraising fees
- $0
- Legal fees
- $995,326
- Accounting fees
- $256,249
- Occupancy
- $7,565,811
- Travel
- $1,304,398
- Depreciation
- $7,527,183
- Program services (functional)
- $123,662,196
- Management and general (functional)
- $18,793,950
- Fundraising (functional)
- $2,352,675
Balance sheet and other
- Total assets, start of year
- $365,291,245
- Total assets, end of year
- $371,967,489
- Total liabilities, end of year
- $204,371,515
- Net assets, end of year
- $167,595,974
- Land, buildings and equipment
- $78,446,018
- Publicly traded securities
- $109,430,919
- Net assets without donor restrictions
- $103,924,580
- Net assets with donor restrictions
- $63,671,394
- Gross unrelated business income
- $135
- Gross receipts
- $146,303,822
- Employees
- 593
- Volunteers
- 90
- Year formed
- 1972
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEEPAK SRIVASTAVA | PRESIDENT Officer | 40 | $1,088,619 | $93,639 |
| ALEX MARSON | DIRECTOR Key employee | 40 | $669,747 | $76,389 |
| ROBERT OBANA | COO Officer | 40 | $631,301 | $82,535 |
| LENNART MUCKE | DIRECTOR Key employee | 40 | $621,959 | $66,182 |
| STEVEN M FINKBEINER | DIRECTOR Key employee | 40 | $565,340 | $88,551 |
| MELANIE OTT | DIRECTOR Key employee | 40 | $550,286 | $93,639 |
| KATHERINE POLLARD | DIRECTOR Key employee | 40 | $529,666 | $93,639 |
| BENOIT BRUNEAU | DIRECTOR Key employee | 40 | $525,543 | $93,639 |
| JENNIFER CROSBY | VP OF PEOPLE SERVICES Highest-paid employee | 40 | $491,851 | $126,389 |
| STEPHEN FREEDMAN | VP FOR CORP LIAISON & VENTURES Highest-paid employee | 40 | $489,679 | $66,182 |
| ROBERT WICKS | VP OF PHILANTHROPY Highest-paid employee | 40 | $448,823 | $60,114 |
| KATERINA AKASSOGLOU | SR. INVESTIGATOR Highest-paid employee | 40 | $389,340 | $93,639 |
| MICHELLE SIBLY | VP OF FINANCE Highest-paid employee | 40 | $375,123 | $81,750 |
| ANDREW S GARB | TRUSTEE Trustee or director | 3 | $425,000 | $0 |
| WILLIAM PRICE | TRUSTEE Trustee or director | 3 | $425,000 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICHOLAS J SIMON | TRUSTEE Trustee or director | 3 | $425,000 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEEPAK SRIVASTAVA | PRESIDENT Officer | 40 | $1,209,292 | $91,079 |
| ROBERT OBANA | COO Officer | 40 | $613,776 | $80,030 |
| LENNART MUCKE | DIRECTOR Key employee | 40 | $600,802 | $63,851 |
| STEVEN M FINKBEINER | DIRECTOR Key employee | 40 | $544,316 | $91,079 |
| MELANIE OTT | DIRECTOR Key employee | 40 | $534,623 | $91,079 |
| ALEX MARSON | DIRECTOR Key employee | 40 | $530,966 | $77,012 |
| BENOIT BRUNEAU | DIRECTOR Key employee | 40 | $506,804 | $91,079 |
| KATHERINE POLLARD | DIRECTOR Key employee | 40 | $489,200 | $89,333 |
| LEOR WEINBERGER | SR. INVESTIGATOR Highest-paid employee | 40 | $486,707 | $91,079 |
| JENNIFER CROSBY | VP OF PEOPLE SERVICES Highest-paid employee | 40 | $470,611 | $74,579 |
| STEPHEN FREEDMAN | VP FOR CORP LIAISON & VENTURES Highest-paid employee | 40 | $473,173 | $63,851 |
| MICHELLE SIBLY | VP OF FINANCE Highest-paid employee | 40 | $436,597 | $49,500 |
| ROBERT WICKS | VP OF PHILANTHROPY Highest-paid employee | 40 | $427,001 | $56,587 |
| WARNER GREENE | DIRECTOR (THRU 12/23) Key employee | 40 | $377,315 | $80,030 |
| NICHOLAS J SIMON | TRUSTEE Trustee or director | 3 | $425,000 | $0 |
| ANDREW S GARB | TRUSTEE Trustee or director | 3 | $425,000 | $0 |
| WILLIAM PRICE | TRUSTEE Trustee or director | 3 | $425,000 | $0 |
Address and contacts
- Address (IRS master file)
- 1650 OWENS ST, SAN FRANCISCO, CA 94158-2261
- Principal officer (990 for 2024)
- ROBERT OBANA, 1650 OWENS STREET, SAN FRANCISCO, CA 94158
- Signed the 990
- MICHELLE SIBLY, VICE PRESIDENT, FINANCE
- Phone
- (415) 734-2000
- Website
- WWW.GLADSTONEINSTITUTES.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7203666 or by the name J DAVID GLADSTONE INSTITUTES.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO DRIVE A NEW ERA OF DISCOVERY IN DISEASE ORIENTED SCIENCE AND TO MENTOR TOMORROW'S LEADERS IN AN INSPIRING AND DIVERSE ENVIRONMENT.
Program accomplishments
- THE INSTITUTE OF NEUROLOGICAL DISEASE MAINTAINS A STRONG FOCUS ON NEURODEGENERATIVE AND NEUROINFLAMMATORY DISEASES, INCLUDING ALZHEIMER'S DISEASE AND OTHER DEMENTIAS, PARKINSON'S DISEASE, AMYOTROPHIC LATERAL SCLEROSIS (ALS), AND MULTIPLE SCLEROSIS. THE INVESTIGATORS ARE SEARCHING FOR COMMON THREADS THAT WILL ALLOW THEM TO IDENTIFY THERAPEUTIC INTERVENTIONS THAT MIGHT BENEFIT MULTIPLE CONDITIONS. THEY ARE USING UNCONVENTIONAL APPROACHES TO IDENTIFY SUCH MULTI-FACETED SOLUTIONS, WHILE ALSO LEVERAGING CAPABILITIES IN REGENERATIVE AND PERSONALIZED MEDICINE.Expenses $44,033,013 · revenue $32,036,827
- THE INSTITUTE OF VIROLOGY HAS MADE SIGNIFICANT CONTRIBUTIONS TO FIGHT HIV/AIDS, SARS-COV-2, HEPATITIS C, ZIKA, AND CYTOMEGALOVIRUS INFECTIONS LEADING TO GLOBAL AND GROUNDBREAKING EFFORTS IN HIV PREVENTION AND CURE. ITS STATE OF THE ART BSL3 LABORATORIES HAVE ALLOWED GLADSTONE TO DO GROUNDBREAKING WORK IN UNDERSTANDING THE COVID-19 VIRUS AND OTHER VIRUS DRIVEN DISEASES. BY FOCUSING ON PREVENTION, DIAGNOSIS, AND THERAPEUTICS, THE INSTITUTE AIMS TO DEVELOP PROACTIVE STRATEGIES TO TACKLE CURRENT AND FUTURE PANDEMICS.Expenses $26,684,727 · revenue $23,382,977
- THE INSTITUTE OF CARDIOVASCULAR DISEASE LEVERAGES IMPORTANT GENETIC, DEVELOPMENTAL, CHEMICAL, BIOLOGICAL SYSTEMS, COMPUTATIONAL, AND ENGINEERING APPROACHES TO STUDY HEART DISEASE AND STEM CELL BIOLOGY.Expenses $23,610,858 · revenue $14,934,683
- THE GLADSTONE INSTITUTE OF DATA SCIENCE AND BIOTECHNOLOGY INVESTS IN TALENT TO CREATE NEW WAYS TO ANALYZE AND INTEGRATE DATASETS, INCLUDING MACHINE LEARNING APPROACHES THAT LEVERAGE THE RAPID ADVANCES IN ARTIFICIAL INTELLIGENCE. IT WILL BE THE HOME FOR DEVELOPMENT OF NEW TECHNOLOGIES THAT CAN ACCELERATE DISCOVERY IN ALL AREAS OF INVESTIGATION AT GLADSTONE. GLADSTONE - UCSF INSTITUTE OF GENOMIC IMMUNOLOGY BLENDS THE LATEST GENOMICS AND GENOME ENGINEERING TECHNOLOGIES WITH IMMUNOLOGY RESEARCH TO ENGINEER THE HUMAN IMMUNE SYSTEM FOR THERAPEUTIC BENEFIT.Expenses $29,333,598 · revenue $23,825,101
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7203666
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1973
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Medical research (H900)
- Assets (IRS master file)
- $371,967,489
- Income (IRS master file)
- $146,303,822
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $119,155,911 | $144,808,821 | $371,967,489 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $119,208,526 | $127,669,032 | $365,291,245 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $144,774,821 | $118,956,646 | $358,330,486 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7203666).
Questions about J DAVID GLADSTONE INSTITUTES
- What is the EIN of J DAVID GLADSTONE INSTITUTES?
- The employer identification number (EIN) of J DAVID GLADSTONE INSTITUTES is 23-7203666.
- Is J DAVID GLADSTONE INSTITUTES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to J DAVID GLADSTONE INSTITUTES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does J DAVID GLADSTONE INSTITUTES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of J DAVID GLADSTONE INSTITUTES due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J DAVID GLADSTONE INSTITUTES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of J DAVID GLADSTONE INSTITUTES?
- The 990 for the year ended December 31, 2024 names ROBERT OBANA.
- Who are the officers and directors of J DAVID GLADSTONE INSTITUTES?
- The 990 for the year ended December 31, 2024 lists 16 people; 16 received compensation from the organization, the highest $1,088,619 (DEEPAK SRIVASTAVA, PRESIDENT).
- How much revenue does J DAVID GLADSTONE INSTITUTES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $119,155,911, expenses of $144,808,821 and total assets of $371,967,489 at year end.
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