Civic Intelligence

Stowers Institute for Medical Research

EIN 20-2993509 • 501(c)3 • Kansas City, MO

Profile

Simr's exempt purpose is to perform medical research in the public interest with the goal of expanding our understanding of the fundamental processes of living cells.

Refreshing map…

1000 East 50th StreetKansas City, MO 64110

www.stowers.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.10x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.18x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

21st percentile

-4.3%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

96th percentile

$3,047,243

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

10th percentile

-6.2%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

162%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Down

$199,176,169

Down $9,840,034 (-4.7%) from 2022

Liabilities

Down

$29,624,485

Down $2,074,401 (-6.5%) from 2022

Net Assets

Down

$169,551,684

Down $7,765,633 (-4.4%) from 2022

Revenue

Down

$41,036,545

Down $7,712,836 (-16%) from 2022

Expenses

Down

$49,502,290

Down $41,491,338 (-46%) from 2022

Net Income

Up

-$8,465,745

Up $33,778,502 (+80%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600M$400M$200M$0Assets 2010: $496,643,745Liabilities 2010: $217,464,815Net Assets 2010: $279,178,9302010Assets 2011: $475,896,618Liabilities 2011: $209,682,708Net Assets 2011: $266,213,9102011Assets 2012: $460,818,804Liabilities 2012: $201,223,095Net Assets 2012: $259,595,7092012Assets 2013: $445,494,887Liabilities 2013: $192,461,960Net Assets 2013: $253,032,9272013Assets 2014: $390,227,160Liabilities 2014: $135,642,713Net Assets 2014: $254,584,4472014Assets 2015: $361,530,633Liabilities 2015: $122,562,412Net Assets 2015: $238,968,2212015Assets 2016: $338,449,040Liabilities 2016: $113,910,541Net Assets 2016: $224,538,4992016Assets 2017: $337,368,768Liabilities 2017: $107,843,358Net Assets 2017: $229,525,4102017Assets 2018: $335,909,539Liabilities 2018: $106,170,867Net Assets 2018: $229,738,6722018Assets 2019: $312,071,612Liabilities 2019: $101,229,740Net Assets 2019: $210,841,8722019Assets 2020: $290,225,349Liabilities 2020: $95,553,948Net Assets 2020: $194,671,4012020Assets 2021: $238,524,295Liabilities 2021: $17,906,527Net Assets 2021: $220,617,7682021Assets 2022: $209,016,203Liabilities 2022: $31,698,886Net Assets 2022: $177,317,3172022Assets 2023: $199,176,169Liabilities 2023: $29,624,485Net Assets 2023: $169,551,6842023

Highlighted filing

2023

Assets$199,176,169
Liabilities$29,624,485
Net Assets$169,551,684

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200M$100M$0-$100MExpenses 2010: $72,693,1972010Revenue 2011: $60,561,358Expenses 2011: $72,060,275Net Income 2011: -$11,498,9172011Expenses 2012: $75,132,9522012Revenue 2013: $67,981,199Expenses 2013: $73,919,775Net Income 2013: -$5,938,5762013Revenue 2014: $179,538,506Expenses 2014: $74,249,346Net Income 2014: $105,289,1602014Revenue 2015: $60,737,682Expenses 2015: $75,635,090Net Income 2015: -$14,897,4082015Revenue 2016: $66,749,535Expenses 2016: $80,890,639Net Income 2016: -$14,141,1042016Revenue 2017: $85,642,656Expenses 2017: $80,475,728Net Income 2017: $5,166,9282017Revenue 2018: $86,524,558Expenses 2018: $85,938,232Net Income 2018: $586,3262018Revenue 2019: $73,449,478Expenses 2019: $91,703,420Net Income 2019: -$18,253,9422019Revenue 2020: $70,992,828Expenses 2020: $86,899,454Net Income 2020: -$15,906,6262020Revenue 2021: $116,367,619Expenses 2021: $89,375,962Net Income 2021: $26,991,6572021Revenue 2022: $48,749,381Expenses 2022: $90,993,628Net Income 2022: -$42,244,2472022Revenue 2023: $41,036,545Expenses 2023: $49,502,290Net Income 2023: -$8,465,7452023

Highlighted filing

2023

Revenue$41,036,545
Expenses$49,502,290
Net Income-$8,465,745

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$199$29.6$170$41.0$49.5$8.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$209$31.7$177$48.7$91.0$42.2
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$239$17.9$221$116$89.4$27.0
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$290$95.6$195$71.0$86.9$15.9
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$312$101$211$73.4$91.7$18.3
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$336$106$230$86.5$85.9$0.59
2017Summary only. Only limited summary data is available for this year.$337$108$230$85.6$80.5$5.17
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$338$114$225$66.7$80.9$14.1
2015Summary only. Only limited summary data is available for this year.$362$123$239$60.7$75.6$14.9
2014Detailed filing. Detailed filing data is available for this year.$390$136$255$180$74.2$105
2013Detailed filing. Detailed filing data is available for this year.$445$192$253$68.0$73.9$5.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$461$201$260$75.1
2011Summary only. Only limited summary data is available for this year.$476$210$266$60.6$72.1$11.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$497$217$279$72.7
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$141,504,944
Mission and Program Overview

Mission

Simr's exempt purpose is to perform medical research in the public interest with the goal of expanding our understanding of the fundamental processes of living cells.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$127,914,982$133,454,185▲ $5,539,203
Investments in Publicly Traded Securities$106,646,203$57,510,459▼ $49,135,744
Investments Other Securities$812,438$2,560,138▲ $1,747,700
Savings and Temporary Cash Investments$1,719,818$1,190,317▼ $529,501
Pledges and Grants Receivable$716,699$683,709▼ $32,990
Prepaid Expenses and Deferred Charges$463,248$281,518▼ $181,730
Inventories for Sale or Use$2,336$2,739▲ $403
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$238,524,295$209,016,203▼ $29,508,092
Other Assets Total$248,571$13,333,138▲ $13,084,567
Liabilities
Other Liabilities$8,741,120$23,203,838▲ $14,462,718
Accounts Payable and Accrued Expenses$8,749,176$8,183,834▼ $565,342
Deferred Revenue$416,231$311,214▼ $105,017
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$17,906,527$31,698,886▲ $13,792,359
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$220,358,046$176,888,078▼ $43,469,968
Net Assets With Donor Restrictions$259,722$429,239▲ $169,517
Total Net Assets Fund Balance$220,617,768$177,317,317▼ $43,300,451
Total Liabilities and Net Assets / Fund Balance$238,524,295$209,016,203▼ $29,508,092

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$103,840,165$133,763,008$237,603,173
Equipment$22,987,927$78,592,124$101,580,051
Land$3,400,000-$3,400,000
Other Land Buildings$3,226,093-$3,226,093
Other Assets Org$13,015,551--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$259,722$266,944-$97,427$429,239
2021$209,007$61,060-$10,345$259,722
2020$206,378$27,200-$24,571$209,007
2019$120,721$163,200-$77,543$206,378
2018$550,240$75,000-$504,519$120,721
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kausik SiScientific DirectorFT$415,185$1,075,023$1,490,208
Matthew C GibsonInvestigatorFT$287,475$1,073,465$1,360,940
Robert E KrumlaufScientific Director EmeritusFT$318,882$325,356$644,238
Jerry L WorkmanInvestigatorFT$388,368$84,733$473,101
R Scott HawleyInvestigatorFT$321,411$71,086$392,497
Linheng LiInvestigatorFT$281,357$74,898$356,255
Alejandro Snchez AlvaradoDir/chief Scientific OfficerFT$114,350$105,534$219,884

Board Members and Trustees

NameTitle
Richard W BrownDirector/chair
Brent KreiderCOO Thru 3/31/22/director
Alberzine FreemanDirector
David a WelteDirector
Jonathan ThomasDirector
George L SatterleeDirector as of 1/1/22
Charles GermanDirector/secretary
Penny M SpenceCFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Va Commercial RoofingRoof Repair610 N 9TH STREET, Saint Marys, KS 66536$320,625
Transnetyx INCBiotechnologyPO BOX 21908, New York, NY 10087$148,093
American Century InvestmentsIndirect - See Sch O4500 MAIN ST, Kansas City, MO 64111$148,000
Revenue and Support

Revenue Composition

Contributions and Grants
$49,795,383
Program Service Revenue
$182,534
Investment Income
$-2,315,054
Other Revenue
$1,086,518
All Other Contributions
$721,652
Change in Net Assets
$-42,244,247

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$43,100,000Fair Market Value (FMV)
Works of Art3$24,000Opinion of Experts
Total Noncash Contributions6$43,124,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,302,661
Salaries, Compensation, and Employee Benefits$33,685,967
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$21,259,315$2,362,146$0$23,621,461
Depreciation Depletion$9,163,217$0$0$9,163,217
Other Employee Benefits$3,640,021$404,447$0$4,044,468
Pension Plan Contributions$2,561,791$284,643$0$2,846,434
Occupancy$2,167,136$240,793$0$2,407,929
Payroll Taxes$1,193,228$132,581$0$1,325,809
Current Officers, Directors, Trustees, and Key Employees$929,265$103,252$0$1,032,517
Travel$925,179$102,798$0$1,027,977
Comp Disqual Persons$733,750$81,528$0$815,278
All Other Expenses$549,635$61,070-$610,705
Conferences and Meetings$496,484$55,165$0$551,649
Royalties$511,180$0$0$511,180
Fees for Services Other$452,572$50,286$0$502,858
Information Technology$277,826$30,870$0$308,696
Other Expenses$268,760$29,863$0$298,623
Office Expenses$107,797$11,978$0$119,775
Fees for Services Legal$0$18,255$0$18,255
Grants to Domestic Orgs$5,000--$5,000
Fees for Service Investment Mgmnt Fees$0$1,488$0$1,488
Total Functional Expenses$53,234,152$37,759,476$0$90,993,628
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Tatjana Piotrowski PhdSee Part VEmployee of SimrNo$263,602

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$13,011,884
Advances From Affiliates$9,416,166
Deferred Comp Liability$511,815
Payable to Gssimr$133,958
Compensation Excise Tax$130,015
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Jonathan thomas, richard w. Brown, david a. Welte, brent kreider, charles german, alberzine freeman, and alejandro snchez alvarado, all directors of simr, have a business relationship. Jonathan thomas, richard w. Brown, charles german, brent kreider, and alberzine freeman, directors of simr, and penny spence, officer of simr, have a business relationship. Richard w. Brown, charles german, george l. Satterlee and brent kreider, directors of simr, and penny spence, officer of simr, have a business relationship.

Form 990, Part VI, Section B, Line 11B

The data and information necessary to prepare simr's form 990 was compiled by simr's accounting department and then reviewed by the institute's tax attorney at bryan cave leighton paisner, llp. Forvis, llp, the institute's external tax preparers, used this information to prepare the form 990. The completed form 990, including required schedules, is reviewed by the officers of simr before it is filed with the irs. After the preparation and review process described above, the form 990, including required schedules, is provided to each voting member of the organization's board before it is filed with the irs.

Form 990, Part VI, Section B, Line 12C

Simr has adopted a "conflicts of interest and director independence policy". Each director, officer, and all other persons in a position to exercise substantial influence over decisions of simr are required to annually complete and sign a disclosure statement that is part of the policy. A covered person must also disclose the existence of a potential conflict and all material facts to the governing board as soon as the person has knowledge that a potential conflict might exist. Per the policy, the board then reviews the disclosure to determine whether a conflict exists. After the covered person makes the relevant disclosure, they are recused and may not participate in the deliberations and decisions regarding the transaction. Simr conducts periodic and adhoc reviews of transactions and agreements to ensure that it engages only in activities that are consistent with its tax-exempt purpose.

Form 990, Part VI, Section B, Line 15A

The compensation for alejandro snchez alvarado, chief scientific officer, was established pursuant to the procedures of treas. Reg. Section 53.4958-6, including (1) review and approval by simr's compensation committee comprised of independent persons, (2) relying on comparability data, including data prepared by a nationally known compensation consultant regarding comparable salary and benefits for similarly qualified persons in functionally comparable positions at similarly situated organizations, and (3) contemporaneous documentation and record keeping of the deliberation and decisions regarding the compensation arrangement. This process was last undertaken in 2021.

Form 990, Part VI, Section B, Line 15B

The compensation for kausik si, scientific director, was established pursuant to the procedures of treas. Reg. Section 53.4958-6, including (1) review and approval by simr's compensation committee comprised of independent persons, (2) relying on comparability data, including data prepared by a nationally known compensation consultant regarding comparable salary and benefits for similarly qualified persons in functionally comparable positions at similarly situated organizations, and (3) contemporaneous documentation and record keeping of the deliberation and decisions regarding the compensation arrangement. This process was last undertaken in 2021.

Form 990, Part VI, Section C, Line 19

Simr's governing documents, conflict of interest policy, and financial statements are available upon request.

Form 990, Part VII, Section B

Simr receives investment management services from american century investments ("aci"). Aci is a wholly owned subsidiary of american century companies, inc. ("acci"). In selecting aci to manage its liquid investments, simr not only chose a high-quality mutual fund company with an outstanding track record, but also placed its liquid investments in a company in which it owns stock and receives dividends. Simr pays aci the same administrative fees for these services as any arms-length investor. Those investment fees for a shared investment pool are paid by its supporting organization, stowers resource management.

Filing and Contact Details

Filer

Filer Name
Stowers Institute for Medical Research
EIN
20-2993509
In Care Of
% KATY GRAHAM
Phone
8169264000
Address
1000 East 50th Street, Kansas City, MO 64110

Signing Officer

Name
Richard W Brown
Title
Director/chair
Phone
8169264852
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard W Brown
Formed
2005
Legal Domicile
De
Voting Board Members
8
Independent Board Members
3
Employees
350
Volunteers
3

Preparer

Firm
Forvis Llp
Address
1201 Walnut Suite 1700, Kansas City, MO 64106-2246
Preparer
April Arnold
Phone
8162216300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

The stowers institute for medical research ("simr") performs medical research in the public interest with the goal of expanding the understanding of fundamental processes in living cells and improving life's quality through innovative approaches to the causes, treatment, and prevention of disease.

Form 990, Part III, Line 4A

2022 Program Service Accomplishments The Stowers Institute for Medical Research ("Stowers Institute"Institute") is a private, nonprofit medical research organization. The Institute was founded in 1994 by Jim and Virginia Stowers, who each survived a bout with cancer and subsequently dedicated their fortune to supporting fundamental research in molecular and cell biology, development, regeneration, genetics, and neuroscience that will provide long-term solutions to human diseases. The Stowers Institute conducts basic biomedical research in the public interest that will ultimately provide a greater understanding of the genes, proteins, and biological processes that control how cells in our bodies multiply, form tissues, and die. Studying the fundamental biology of cells and organisms enables scientists to discover how genes and molecular processes cause many diseases, including cancer, birth defects, and dementia. History has shown that foundational medical research is often a key first step in the development of new treatments, cures, and preventions for many human diseases. 2022 Notable Research Results In 2022, Stowers research teams made discoveries meriting publication in leading peer-reviewed scientific journals - 58 original research papers in all. Stowers research teams also produced 24 other publications including reviews, commentaries, book chapters, and books. Some of the highlights among these papers and other advances involving Stowers research include the following: The Gerton Lab participated in a multi-institutional, international collaboration to fill in approximately 100 gaps in the DNA sequence of Human Genome Project, thus generating the first complete human reference genome. The missing genetic sequences were particularly difficult to assemble due to their length, similarity, and repetition. Stowers researchers contributed to the development of imaging techniques, DNA amplification methods, and bioinformatics approaches to determine the exact number and location of these repetitive regions, which happen to be important components of human genetic makeup and diversity. This research effort resulted in three articles published on April 1, 2022, in Science. The Gibson Lab developed a precise operational model for the stinging organelle of the starlet sea anemone, providing crucial insights into the extraordinarily complex architecture and firing mechanism of stinging organelles. This work revealed that the energy required for piercing and poisoning a target with the stinger is stored within multiple organelle substructures. The researchers characterized the explosive discharge and biomechanical transformation of the stinger during firing. Insights from the work could lead to beneficial applications in medicine, including the development of microscopic therapeutic delivery devices for humans. This report was published on June 17, 2022, in Nature Communications. The Halfmann Lab uncovered mechanistic details about a switch-like property of the immune system. In response to a very small stimulus such as an invading molecule, a large protein complex called a signalosome is assembled which activates the immune system in an all-or-nothing fashion. They found that a large energy barrier prevents signalosome assembly from easily occurring but that this same barrier enables an adapter protein that encodes the switch to naturally be supersaturated within a cell. This in turn increases the certainty and rapidity of assembly at some point in the cell's future. The findings have broad implications for uncovering the causes and progression of inflammatory illness and other age-related diseases like Alzheimer's. This research was published on June 21, 2022, in eLife. The Piotrowski Lab discovered that in zebrafish, the regeneration of sensory hair cells occurs in three sequential phases. These cells, which help the fish detect water movement, are very similar to hair cells of the human inner ear that allow us to hear, except

FORM 990, PART III, LINE 4A - CONT'D

Comprehensive Lists of 2022 Original Research Papers, Reviews, Commentaries, Chapters, and Books Original Research Papers 1. Nr6a1 controls Hox expression dynamics and is a master regulator of vertebrate trunk development. Chang YC, Manent J, Schroeder J, Wong SFL, Hauswirth GM, Shylo NA, Moore EL, Achilleos A, Garside V, Polo JM, Trainor P, McGlinn E. Nat Commun. 2022;13:7766 doi: 10.1038/s41467-022-35303-4. 2. S. pombe wtf use dual transcriptional regulation and selective protein exclusion from spores to cause meiotic drive. Nuckolls NL, Nidamangala Srinivasa A, Mok AC, Helston RM, Bravo Nunez MA, Lange JJ, Gallagher TJ, Seidel CW, Zanders SE. PLos Genet. 2022:e1009847 doi: 10.1371/journal.pgen.1009847. 3. Deciphering the role of retinoic acid in hepatic patterning and induction in the mouse. Guertin TM, Palaria A, Mager J, Sandell LL, Trainor PA, Tremblay KD. Dev Biol. 2022;491:31-42. 4. Genome-wide quantification of contributions to sexual fitness identifies genes required for spore viability and health in fission yeast. Billmyre RB, Eickbush MT, Craig CJ, Lange JJ, Wood C, Helston RM, Zanders SE. PLoS Genet. 2022;18:e1010462 doi: 10.1371/journal.pgen.1010462. 5. Rap1 prevents fusions between long telomeres in fission yeast. Pan L, Tormey D, Bobon N, Baumann P. EMBO J. 2022:e110458. 6. Paramutation-like epigenetic conversion by piRNA at the telomere of Drosophila virilis. Dorador AP, Dalikova M, Cerbin S, Stillman CM, Zych MG, Hawley RS, Miller DE, Ray DA, Funikov SY, Evgen'ev MB, Blumenstiel JP. Biology (Basel). 2022;11 doi: 10.3390/biology11101480. 7. Semi-automated assembly of high-quality diploid human reference genomes. Jarvis ED, Formenti G, Rhie A, Guarracino A, Yang C, Wood J, Tracey A, Thibaud-Nissen F, Vollger MR, Porubsky D, Cheng H, Asri M, Logsdon GA, Carnevali P, Chaisson MJP, Chin CS, Cody S, Collins J, Ebert P, Escalona M, Fedrigo O, Fulton RS, Fulton LL, Garg S, Gerton JL, Ghurye J, Granat A, Green RE, Harvey W, Hasenfeld P, Hastie A, Haukness M, Jaeger EB, Jain M, Kirsche M, Kolmogorov M, Korbel JO, Koren S, Korlach J, Lee J, Li D, Lindsay T, Lucas J, Luo F, Marschall T, Mitchell MW, McDaniel J, Nie F, Olsen HE, Olson ND, Pesout T, Potapova T, Puiu D, Regier A, Ruan J, Salzberg SL, Sanders AD, Schatz MC, Schmitt A, Schneider VA, Selvaraj S, Shafin K, Shumate A, Stitziel NO, Stober C, Torrance J, Wagner J, Wang J, Wenger A, Xiao C, Zimin AV, Zhang G, Wang T, Li H, Garrison E, Haussler D, Hall I, Zook JM, Eichler EE, Phillippy AM, Paten B, Howe K, Miga KH, Human Pangenome Reference C. Nature. 2022;611:519-531. 8. The wtf meiotic driver gene family has unexpectedly persisted for over 100 million years. De Carvalho M, Jia GS, Nidamangala Srinivasa A, Billmyre RB, Xu YH, Lange JJ, Sabbarini IM, Du LL, Zanders SE. eLife. 2022;11. doi: 10.7554/eLife.81149. 9. Ontology Development Kit: a toolkit for building, maintaining and standardizing biomedical ontologies. Matentzoglu N, Goutte-Gattat D, Tan SZK, Balhoff JP, Carbon S, Caron AR, Duncan WD, Flack JE, Haendel M, Harris NL, Hogan WR, Hoyt CT, Jackson RC, Kim H, Kir H, Larralde M, McMurry JA, Overton JA, Peters B, Pilgrim C, Stefancsik R, Robb SM, Toro S, Vasilevsky NA, Walls R, Mungall CJ, Osumi-Sutherland D. Database (Oxford). 2022;2022. 10. Lamb-type solution and properties of unsteady Stokes equation. Fouxon I, Leshansky A, Rubinstein B, Or Y. Phys Rev Fluids. 2022;7:094103 doi: 10.1103/PhysRevFluids.7.094103. 11. An anti-inflammatory activation sequence governs macrophage transcriptional dynamics during tissue injury in zebrafish. Denans N, Tran NTT, Swall ME, Diaz DC, Blanck J, Piotrowski T. Nat Commun. 2022;13:5356 doi: 10.1038/s41467-022-33015-3. 12. Protocol to detect RNAs from tissue sections in mice using Y-branched probe in-situ hybridization. Wu Y, Yu CR. STAR Protoc. 2022;3:101686 doi: 10.1016/j.xpro.2022.101686. 13. A freeze-substitution approach with solvent-based glyoxal fixative to prevent distortion of ocular structures. Pang J, Zhao X, Deng F,

FORM 990, PART III, LINE 4A - CONT'D

32. The 3' Pol II pausing at replication-dependenthistone genes is regulated by Mediator throughCajal bodies' association with histone locus bodies. Suzuki H, Abe R, Shimada M, Hirose T, Hirose H, Noguchi K, Ike Y, Yasui N, Furugori K, Yamaguchi Y, Toyoda A, Suzuki Y, Yamamoto T, Saitoh N, Sato S, Tomomori-Sato C, Conaway RC, Conaway JW, Takahashi H. Nat Commun. 2022;13:2905. doi: 2910.1038/s41467-41022-30632-w. 33. Hmx gene conservation identifies the origin of vertebrate cranial ganglia. Papadogiannis V, Pennati A, Parker HJ, Rothbacher U, Patthey C, Bronner ME, Shimeld SM. [published ahead of print May 19 2022]. Nature. 2022. 34. Genome-wide analysis of cis-regulatory changes in the metabolic adaptation of cavefish. Krishnan J, Seidel CW, Zhang N, Singh NP, VanCampen J, Peuss R, Xiong S, Kenzior A, Li H, Conaway JW, Rohner N. Nat Genet. 2022;54:684-693. 35. UBAP2/UBAP2L regulate UV-induced ubiquitylation of RNA polymerase II and are the human orthologues of yeast Def1. Herlihy AE, Boeing S, Weems JC, Walker J, Dirac-Svejstrup AB, Lehner MH, Conaway RC, Conaway JW, Svejstrup JQ. DNA Repair (Amst). 2022;115:103343. doi: 103310.101016/j.dnarep.102022.103343. 36. In-depth Satellitome Analyses of 37 Drosophila species illuminate repetitive DNA evolution in the Drosophila genus. de Lima LG, Ruiz-Ruano FJ. Genome Biol Evol. [published ahead of print May 6 2022]. 2022. 37. Robust and sensitive in situ RNA detection method using Yn-situ. Wu Y, Xu W, Yu Z, Wang Y, Yu CR. Cell Rep Methods. 2022;2:100201. doi: 100210.101016/j.crmeth.102022.100201. 38. Lack of VMP1 Impairs Hepatic Lipoprotein Secretion and Promotes Nonalcoholic Steatohepatitis. Jiang X, Fulte S, Deng F, Chen S, Xie Y, Chao X, He XC, Zhang Y, Li T, Li F, McCoin C, Morris EM, Thyfault J, Liu W, Li L, Davidson NO, Ding WX, Ni HM. Lack of VMP1 Impairs Hepatic Lipoprotein Secretion and Promotes Nonalcoholic Steatohepatitis. [Published ahead of print April 23 2022]. J Hepatol. 2022. 39. Maximal Dependence Capturing as a Principle of Sensory Processing. Raj R, Dahlen D, Duyck K, Yu CR. Front Comput Neurosci. 2022;16:857653. 40. Enhanced lipogenesis through Ppary helps cavefish adapt to food scarcity. Xiong S, Wang W, Kenzior A, Olsen L, Krishnan J, Persons J, Medley K, Peuss R, Wang Y, Chen S, Zhang N, Thomas N, Miles JM, SNCHEZ Alvarado A, Rohner N. [published ahead of print April 8 2022]. Curr Biol. 2022. 41. Complete genomic and epigenetic maps of human centromeres. Altemose N, Logsdon GA, Bzikadze AV, Sidhwani P, Langley SA, Caldas GV, Hoyt SJ, Uralsky L, Ryabov FD, Shew CJ, Sauria MEG, Borchers M, Gershman A, Mikheenko A, Shepelev VA, Dvorkina T, Kunyavskaya O, Vollger MR, Rhie A, McCartney AM, Asri M, Lorig-Roach R, Shafin K, Lucas JK, Aganezov S, Olson D, de Lima LG, Potapova T, Hartley GA, Haukness M, Kerpedjiev P, Gusev F, Tigyi K, Brooks S, Young A, Nurk S, Koren S, Salama SR, Paten B, Rogaev EI, Streets A, Karpen GH, Dernburg AF, Sullivan BA, Straight AF, Wheeler TJ, Gerton JL, Eichler EE, Phillippy AM, Timp W, Dennis MY, O'Neill RJ, Zook JM, Schatz MC, Pevzner PA, Diekhans M, Langley CH, Alexandrov IA, Miga KH. [published ahead of print April 1 2022]. Science. 2022;376:eabl4178. 42. From telomere to telomere: The transcriptional and epigenetic state of human repeat elements. Hoyt SJ, Storer JM, Hartley GA, Grady PGS, Gershman A, de Lima LG, Limouse C, Halabian R, Wojenski L, Rodriguez M, Altemose N, Rhie A, Core LJ, Gerton JL, Makalowski W, Olson D, Rosen J, Smit AFA, Straight AF, Vollger MR, Wheeler TJ, Schatz MC, Eichler EE, Phillippy AM, Timp W, Miga KH, O'Neill RJ. [published ahead of print April 1 2022]. Science. 2022;376:eabk3112. 43. Quantitative analysis of nuclear pore complex organization in Schizosaccharomyces pombe. Varberg JM, Unruh JR, Bestul AJ, Khan AA, Jaspersen SL. [published ahead of print April 1 2022]. Life Sci Alliance. 2022;5:e202201423. doi: 10.26508/lsa.XXX-XX-XXXX 44. The complete sequence of a human genome. Nurk S, Koren S, Rhie A, Rautia

FORM 990, PART III, LINE 4A - CONT'D

58. Optimized CRISPR-RfxCas13d system for RNA targeting in zebrafish embryos. Hernandez-Huertas L, Kushawah G, Diaz-Moscoso A, Tomas-Gallardo L, Moreno-SNCHEZ I, da Silva Prescador G, Bazzini AA, Moreno-Mateos MA. STAR-Protocol. 2022;3:101058. doi: 10.1016/j.xpro.2021.101058. Reviews, Commentaries, Chapters, Books 1. Casting CRISPR-Cas13d to fish for microprotein functions in animal development. Treichel AJ, Bazzini AA. iScience. 2022;25:105547 doi: 10.1016/j.isci.2022.105547. 2. Nucleolar Organizer Regions as transcription-based scaffolds of nucleolar structure and function. Cockrell AJ, Gerton JL. In: M Kloc, and JZ Kubiak, eds. Nuclear, Chromosomal, and Genomic Architecture in Biology and Medicine. Results and Problems in Cell Differentiation. 2022/11/09 ed; 2022;70:551-580. 3. Guide for collecting and reporting metadata on protocol variables and parameters from slide-based histotechnology assays to enhance reproducibility. Chiriboga L, Callis GM, Wang Y, Chlipala E. J Histotechnol. 2022:132-147. 4. RNA-Responsive gRNAs for Controlling CRISPR Activity: Current Advances, Future Directions, and Potential Applications. Pelea O, Fulga TA, Sauka-Spengler T. CRISPR J. 2022;5:642-659. 5. Drug Resistance and Evolvability in an Emerging Human Fungal Pathogen. Billmyre RB. mBio. 2022:e0187622 doi: 10.1128/mbio.01876-22. 6. Poor eyesight reveals a new vision gene. Biswas T, Krishnan J, Rohner N. eLife. 2022;11 doi: 10.7554/eLife.81520. 7. p57Kip2 indirectly regulates AGM HSCs. Mao X, Li L. Blood. 2022;140:411-412. 8. What can we learn from selfish loci that break Mendel's law? Zanders SE. PLoS Biol. 2022;20:e3001700. doi: 10.1371/journal.pbio.3001700. 9. Standardized annotation of translated open reading frames. Mudge JM, Ruiz-Orera J, Prensner JR, Brunet MA, Calvet F, Jungreis I, Gonzalez JM, Magrane M, Martinez TF, Schulz JF, Yang YT, Alba MM, Aspden JL, Baranov PV, Bazzini AA, Bruford E, Martin MJ, Calviello L, Carvunis AR, Chen J, Couso JP, Deutsch EW, Flicek P, Frankish A, Gerstein M, Hubner N, Ingolia NT, Kellis M, Menschaert G, Moritz RL, Ohler U, Roucou X, Saghatelian A, Weissman JS, van Heesch S. Nat Biotechnol. 2022;40:994-999. 10. Beyond Moco Biosynthesis-Moonlighting Roles of MoaE and MOCS2. Suganuma T. Molecules. 2022;27:3733. doi: 3710.3390/molecules27123733. 11. Diversification and Functional Evolution of HOX Proteins. Singh NP, Krumlauf R. Front Cell Dev Biol. 2022;10:798812. doi: 798810.793389/fcell.792022.798812. 12. Developmental biology is poised to discover altogether new principles in biology in the 21st century. SNCHEZ Alvarado A. Dev Biol. 2022;488:47-53. 13. RNA Polymerases I and III in development and disease. Watt KE, Macintosh J, Bernard G, Trainor PA. [published ahead of print April 16 2022]. Semin Cell Dev Biol. 2022. 14. Split-GFP Complementation to Study the Nuclear Membrane Proteome Using Microscopy. Shelton SN, Smith SE, Jaspersen SL. In: MW Goldberg, ed. Methods Mol Biol 2022/04/13 ed. New York, NY: Humana; 2022;2502 205-213. 15. Heat Therapy Can Improve Hepatic Mitochondrial Function and Glucose Control. Johnson CN, Jensen RS, Von Schulze AT, Geiger PC. [published ahead of print April 9 2022]. Exerc Sport Sci Rev. 2022. 16. Schmidtea happens: Re-establishing the planarian as a model for studying the mechanisms of regeneration. Newmark PA, SNCHEZ Alvarado A. Curr Top Dev Biol. 2022;147:307-344. 17. Cornelia de Lange syndrome and the Cohesin complex: Abstracts from the 9th Biennial Scientific and Educational Virtual Symposium 2020. Oliver C, Groves L, Hansen BD, Salehi M, Kheradmand S, Carrico CS, Caudill P, Mattingly M, Dorsett D, Chea S, Singh VP, Krantz ID, Huisman S, Deardorff MA, Kline AD. Am J Med Genet A. 2022;188A:1005-1014. 18. Standardized Statement for the Ethical Use of Human Cadaveric Tissues in Anatomy Research Papers: Recommendations from Anatomical Journal Editors-in-Chief. Iwanaga J, Singh V, Takeda S, Ogeng'o J, Kim HJ, Morys J, Ravi KS, Ribatti D, Trainor PA, Sanudo JR, Apaydin N, S

FORM 990, PART III, LINE 4A - CONT'D

- Ariel Bazzini, Ph.D., Associate Investigator, joined the Stowers Institute in 2016 from the lab of Antonio J. Giraldez, Ph.D., in the Department of Genetics at Yale University, where he completed a postdoctoral fellowship. Bazzini received his Ph.D. in molecular biology at the University of Buenos Aires, Argentina. For his doctoral dissertation, he studied plant genetics at the Institute of Biotechnology in Argentina's National Institute of Agricultural Technology (INTA). Research focus: the regulation of gene expression in vertebrates. - Jennifer Gerton, Ph.D., Investigator, joined the Stowers Institute in 2002 from a postdoctoral fellowship in the laboratory of Joseph DeRisi, Ph.D., in the Department of Biochemistry and Biophysics at the University of California-San Francisco. Gerton received a Ph.D. in microbiology and immunology from Stanford University. Research focus: genomic and genetic analysis of chromosome segregation and chromosome dynamics. - Matthew Gibson, Ph.D., Investigator and Dean of the Graduate School, joined the Stowers Institute in 2006 from a Jane Coffin Childs Memorial Fund postdoctoral fellowship with Norbert Perrimon, Ph.D., at Harvard Medical School. Gibson received a Ph.D. in zoology from the University of Washington. Research focus: genetic analysis of mechanisms controlling signal transduction, cell proliferation, and epithelial morphogenesis during fruit fly, sea anemone, and coral development. - Randal Halfmann, Ph.D., Associate Investigator, joined the Stowers Institute in 2015 from The University of Texas (UT) Southwestern Medical Center. He received a Ph.D. in biology from the Massachusetts Institute of Technology, where he was a National Science Foundation Predoctoral Fellow. After completing his graduate studies, Halfmann obtained an independent position at UT Southwestern Medical Center where he was a Sara and Frank McKnight Fellow and received a Director's Early Independence Award from the National Institutes of Health. Research focus: Cellular and evolutionary implications of protein self-assembly using genetic, biochemical, and cell-biological approaches. - R. Scott Hawley, Ph.D., Investigator and Dean Emeritus of the Graduate School, joined the Stowers Institute in 2001 from the University of California-Davis where he was a professor of genetics in the Molecular and Cellular Biology section. Hawley earned a Ph.D. in genetics from the University of Washington and completed postdoctoral training as a Helen Hay Whitney Fellow at the Institute for Cancer Research in Philadelphia. Research focus: investigation of mechanisms that influence how chromosomes pair and segregate during meiosis using Drosophila as an experimental system. - Robert Krumlauf, Ph.D., Scientific Director Emeritus and Investigator, joined the Stowers Institute in 2000 from England's National Institute for Medical Research, The Ridgeway, Mill Hill, London, where he was head of the Division of Developmental Neurobiology. Krumlauf received a Ph.D. in developmental biology from Ohio State University. Research focus: analysis of molecular pathways that regulate how the mammalian head, brain and nervous system are built, using a variety of vertebrate research organisms. - Linheng Li, Ph.D., Investigator, joined the Stowers Institute in 2000 from the University of Washington Medical Center where he held a faculty appointment after completing postdoctoral training in the laboratory directed by Leroy Hood, M.D., Ph.D. Li earned his Ph.D. in molecular and cellular biology from New York University Medical School under the mentoring of Edward Ziff, Ph.D. Research focus: Investigation of molecular and genetic pathways controlling adult stem cell development in the hematopoietic and intestinal systems using transgenic and gene targeting animal model approaches. - Tatjana Piotrowski, Ph.D., Investigator, joined the Stowers Institute in 2011 from the University of Utah's School of Medicine, where she was an associate professor in the

Form 990, Part XI, Line 9

Other changes in net assets include the following: uncollectible grants ($ 88,967) grants receivables and other receivables consist primarily of amounts due from federal and other grant funding agencies on a cost-reimbursable basis and from other nonprofit organizations that reimburse the institute primarily for collaboration expenses or provide contribution to the institute. Based on historical experience, these receivables are paid in full on a timely basis. However, based on review of outstanding receivables and existing conditions, an allowance for uncollectible accounts and bad debt & collection fees accounts were established in 2022 for $88,967.

Financial Statement Notes

Schedule D, Part V, Line 4

The endowment is comprised of donations for three specific purposes. The first purpose is to establish a lecture series program where simr hosts science speakers from other research institutions and universities to encourage collaborative science opportunities with top scientists from around the world. The second purpose is to support a specific simr lab that studies regeneration. The third purpose is to support student payment for the academic year.

Schedule D, Part X, Line 2

Fin 48 financial statement footnote from the consolidated statements of stowers institute for medical research (the institute) is as follows: the institute recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount that is greater than 50% likely of being realized.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherRevenueMiscGrp/Desc0OTHER REBATES & REVENUE

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