Civic Intelligence

Heritage Medical Research Institute

EIN 55-0839353 • 501(c)3 • Marina Del Rey, CA

Profile

To support and advance translational research in the areas ofbasic and clinical science under the highest ethical and medicalstandards to identify and implement new innovative approachesand methodologies to diagnose, treat and/or manage the care ofdiseases to relieve suffering, improve outcomes, reduce costsand increase the overall value and accessibility of health care tomany more people than previously considered possible.

3115 Ocean Front Walk Suite 301Marina Del Rey, CA 90292

n/A

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.01x

Higher debt load relative to revenue than 5% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Net Margin

97th percentile

73%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

10th percentile

$287,127

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

974%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$253,299,130

Up $30,772,448 (+14%) from 2023

Liabilities

Up

$281,945

Up $17,171 (+6.5%) from 2023

Net Assets

Up

$253,017,185

Up $30,755,277 (+14%) from 2023

Operations
Liabilities / Revenue5th percentileNet Margin97th percentile

Revenue

Up

$19,001,633

Up $17,232,626 (+974%) from 2023

Expenses

Down

$5,053,636

Down $2,200,688 (-30%) from 2023

Net Income

Up

$13,947,997

Up $19,433,314 (+354%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$300M$200M$100M$0Assets 2011: $51,475,361Liabilities 2011: $151,070Net Assets 2011: $51,324,2912011Assets 2012: $60,380,675Liabilities 2012: $179,101Net Assets 2012: $60,201,5742012Assets 2013: $72,421,206Liabilities 2013: $185,613Net Assets 2013: $72,235,5932013Assets 2014: $81,655,996Liabilities 2014: $181,494Net Assets 2014: $81,474,5022014Assets 2015: $85,864,806Liabilities 2015: $199,848Net Assets 2015: $85,664,9582015Assets 2016: $99,480,438Liabilities 2016: $192,852Net Assets 2016: $99,287,5862016Assets 2017: $126,922,536Liabilities 2017: $267,948Net Assets 2017: $126,654,5882017Assets 2018: $132,784,288Liabilities 2018: $259,307Net Assets 2018: $132,524,9812018Assets 2019: $130,137,470Liabilities 2019: $584,736Net Assets 2019: $129,552,7342019Assets 2020: $196,179,172Liabilities 2020: $216,687Net Assets 2020: $195,962,4852020Assets 2021: $238,934,185Liabilities 2021: $5,490,548Net Assets 2021: $233,443,6372021Assets 2022: $224,317,324Liabilities 2022: $1,569,060Net Assets 2022: $222,748,2642022Assets 2023: $222,526,682Liabilities 2023: $264,774Net Assets 2023: $222,261,9082023Assets 2024: $253,299,130Liabilities 2024: $281,945Net Assets 2024: $253,017,1852024

Highlighted filing

2024

Assets$253,299,130
Liabilities$281,945
Net Assets$253,017,185
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$100M$50M$0-$50MRevenue 2011: $13,498,384Expenses 2011: $549,149Net Income 2011: $12,949,2352011Revenue 2012: $7,154,029Expenses 2012: $786,903Net Income 2012: $6,367,1262012Revenue 2013: $6,496,190Expenses 2013: $828,372Net Income 2013: $5,667,8182013Revenue 2014: $7,955,757Expenses 2014: $1,254,735Net Income 2014: $6,701,0222014Revenue 2015: $12,915,831Expenses 2015: $1,706,090Net Income 2015: $11,209,7412015Revenue 2016: $37,377,983Expenses 2016: $3,251,378Net Income 2016: $34,126,6052016Revenue 2017: $19,350,245Expenses 2017: $3,888,630Net Income 2017: $15,461,6152017Revenue 2018: $6,254,834Expenses 2018: $6,470,943Net Income 2018: -$216,1092018Revenue 2019: $1,955,424Expenses 2019: $4,989,829Net Income 2019: -$3,034,4052019Revenue 2020: $75,867,622Expenses 2020: $4,876,483Net Income 2020: $70,991,1392020Revenue 2021: $27,561,662Expenses 2021: $7,637,030Net Income 2021: $19,924,6322021Revenue 2022: $12,358,037Expenses 2022: $8,121,488Net Income 2022: $4,236,5492022Revenue 2023: $1,769,007Expenses 2023: $7,254,324Net Income 2023: -$5,485,3172023Revenue 2024: $19,001,633Expenses 2024: $5,053,636Net Income 2024: $13,947,9972024

Highlighted filing

2024

Revenue$19,001,633
Expenses$5,053,636
Net Income$13,947,997
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$253,299,130
Liabilities
$281,945
Net assets
$253,017,185
Revenue
$19,001,633
Expenses
$5,053,636
Net income
$13,947,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$253$0.28$253$19.0$5.05$13.9
2023Detailed filing. Detailed filing data is available for this year.$223$0.26$222$1.77$7.25$5.49
2022Detailed filing. Detailed filing data is available for this year.$224$1.57$223$12.4$8.12$4.24
2021Detailed filing. Detailed filing data is available for this year.$239$5.49$233$27.6$7.64$19.9
2020Detailed filing. Detailed filing data is available for this year.$196$0.22$196$75.9$4.88$71.0
2019Detailed filing. Detailed filing data is available for this year.$130$0.58$130$1.96$4.99$3.03
2018Detailed filing. Detailed filing data is available for this year.$133$0.26$133$6.25$6.47$0.22
2017Detailed filing. Detailed filing data is available for this year.$127$0.27$127$19.4$3.89$15.5
2016Summary only. Only limited summary data is available for this year.$99.5$0.19$99.3$37.4$3.25$34.1
2015Summary only. Only limited summary data is available for this year.$85.9$0.20$85.7$12.9$1.71$11.2
2014Summary only. Only limited summary data is available for this year.$81.7$0.18$81.5$7.96$1.25$6.70
2013Summary only. Only limited summary data is available for this year.$72.4$0.19$72.2$6.50$0.83$5.67
2012Summary only. Only limited summary data is available for this year.$60.4$0.18$60.2$7.15$0.79$6.37
2011Summary only. Only limited summary data is available for this year.$51.5$0.15$51.3$13.5$0.55$12.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 5, 2025
Return Version
2023v6.0
Gross Receipts
$119,167,812
Mission and Program Overview

Mission

To support and advance translational research in the areas ofbasic and clinical science under the highest ethical and medicalstandards to identify and implement new innovative approachesand methodologies to diagnose, treat and/or manage the care ofdiseases to relieve suffering, improve outcomes, reduce costsand increase the overall value and accessibility of health care tomany more people than previously considered possible.

Medical research in conjunction with non-profit hospital

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$222,261,908$253,017,185▲ $30,755,277
Investments Other Securities$219,286,672$155,341,658▼ $63,945,014
Savings and Temporary Cash Investments$2,404,129$95,418,899▲ $93,014,770
Cash and Non-Interest-Bearing Accounts$827,515$2,530,207▲ $1,702,692
Accounts Receivable$8,366$8,366→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$222,526,682$253,299,130▲ $30,772,448
Liabilities
Accounts Payable and Accrued Expenses$264,774$281,945▲ $17,171
Total Liabilities$264,774$281,945▲ $17,171
Net Assets / Fund Balance
Total Net Assets Fund Balance$222,261,908$253,017,185▲ $30,755,277
Total Liabilities and Net Assets / Fund Balance$222,526,682$253,299,130▲ $30,772,448

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$2,664$2,664
Other Securities$155,341,658--
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Matthew SuessResearch AssociateFT$287,127$287,127

Board Members and Trustees

NameTitle
Dr Richard MerkinPresident
Jaya KurianCFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Jsl Corporation ConsultingMedical Consulting28 OLD RUDNICK LANE, Dover, DE 19901$873,673
Silver Canyon Services INCManagement Services7465 WEST LAKE MEAD BLVD 200, Las Vegas, NV 89128$250,377
Jeffery Kurland Md INCMedical Consulting333 WASHINGTON BLVD 512, Marina Del Rey, VA 90292$15,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$19,029,445
Other Revenue
$-27,812
Change in Net Assets
$13,947,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,436,924
Other Expenses$1,305,828
Salaries, Compensation, and Employee Benefits$310,884
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,436,924--$3,436,924
Current Officers, Directors, Trustees, and Key Employees$287,127--$287,127
Fees for Services Accounting-$47,830-$47,830
Payroll Taxes$15,700--$15,700
Other Employee Benefits$8,057--$8,057
Other Expenses$1,169,529$3,522-$3,522
All Other Expenses$1,358--$1,358
Total Functional Expenses$4,918,695$134,941$0$5,053,636
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Institute of TechnologyPasadena, CAIrc Section 501Program Assistance$2,061,924
Regents of the University of California at BerkeleyBerkeley, CAIrc Section 501Program Assistance$990,000
Stanford UniversityStanford, CAIrc Section 501Program Assistance$385,000

International Summary

Offices
0
Employees
0
Spending
$102,972,828

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Investments---$102,972,828
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no separate committees from the board of directors.”

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

“A copy of the 990 is reviewed by the organization president prior to filing.”

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

“Wages are set and reviewed by the organization president based upon market rates.”

Form 990, Part VI, Section C, Line 19

“Governing documents available for review in office upon request”

Filing and Contact Details

Filer

Filer Name
Heritage Medical Research Institute
EIN
55-0839353
Phone
3102088282
Address
3115 OCEAN FRONT WALK SUITE 301, MARINA DEL REY, CA 90292

Signing Officer

Name
Dr Richard Merkin
Title
President
Phone
3102088282
Signed
2025-02-05

Organization Details

Principal Officer
Dr Richard Merkin
Formed
2003
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Barbich Hooper King Dill Hoffman
Address
5001 E COMMERCENTER DR STE 350, BAKERSFIELD, CA 93309
Preparer
Michael J Hooper
Phone
6616311171
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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/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/Desc0INVESTMENT INC/EXP
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-27812
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-27812
IRS990/OtherRevenueTotalAmt0-27812
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt015700
IRS990/PayrollTaxesGrp/TotalAmt015700
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DR RICHARD MERKIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0DIABETIC FOOT ULCER CLINICAL STUDY RE: EVALUATION OF WINDOWED CASTS WITH AND WITHOUT REGRANEX GEL FOR HEALING DIABETIC NEUROPATHIC ULCERS
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05527322
IRS990/PYInvestmentIncomeAmt02597386
IRS990/PYOtherExpensesAmt01447184
IRS990/PYOtherRevenueAmt0-33291
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-4690229
IRS990/PYSalariesCompEmpBnftPaidAmt0279818
IRS990/PYTotalExpensesAmt07254324
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02564095
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt013947997
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0222261908
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0253017185
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02404129
IRS990/SavingsAndTempCashInvstGrp/EOYAmt095418899
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0LANCASTER
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm1LONG BEACH
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0CA
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd1CA
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt0ANTELOPE VALLEY COMMUNITY HOSPITAL
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt1VA LONG BEACH MEDICAL CENTER
IRS990ScheduleA/MedicalResearchOrganizationInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02664
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02664
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0155341658
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0155341658
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0102972828
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0102972828
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0102972828
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0990000
IRS990ScheduleI/RecipientTable/CashGrantAmt1385000
IRS990ScheduleI/RecipientTable/CashGrantAmt22061924
IRS990ScheduleI/RecipientTable/IRCSectionDesc0IRC SECTION 501
IRS990ScheduleI/RecipientTable/IRCSectionDesc1IRC SECTION 501
IRS990ScheduleI/RecipientTable/IRCSectionDesc2IRC SECTION 501
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROGRAM ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROGRAM ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1STANFORD UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CALIFORNIA INSTITUTE OF TECHNOLOGY
IRS990ScheduleI/RecipientTable/RecipientEIN0943067788
IRS990ScheduleI/RecipientTable/RecipientEIN1941156365
IRS990ScheduleI/RecipientTable/RecipientEIN2951643307
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02195 HEARST AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1405 SERRA MALL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21200 E CALIFORNIA BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BERKELEY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1STANFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PASADENA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094720
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194305
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd291125
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0287127
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MATTHEW SUESS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0RESEARCH ASSOCIATE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0287127
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO SEPARATE COMMITTEES FROM THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS REVIEWED BY THE ORGANIZATION PRESIDENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WAGES ARE SET AND REVIEWED BY THE ORGANIZATION PRESIDENT BASED UPON MARKET RATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AVAILABLE FOR REVIEW IN OFFICE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0222526682
IRS990/TotalAssetsEOYAmt0253299130
IRS990/TotalAssetsGrp/BOYAmt0222526682
IRS990/TotalAssetsGrp/EOYAmt0253299130
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0134941
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04918695
IRS990/TotalFunctionalExpensesGrp/TotalAmt05053636
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0264774
IRS990/TotalLiabilitiesEOYAmt0281945
IRS990/TotalLiabilitiesGrp/BOYAmt0264774
IRS990/TotalLiabilitiesGrp/EOYAmt0281945
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0222261908
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0253017185
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04918695
IRS990/TotalReportableCompFromOrgAmt0287127
IRS990/TotalRevenueGrp/ExclusionAmt019001633
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019001633
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0222526682
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0253299130
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03115 OCEAN FRONT WALK SUITE 301
IRS990/USAddress/CityNm0MARINA DEL REY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090292
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DR RICHARD MERKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03102088282
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE MEDICAL RESEARCH INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0550839353
ReturnHeader/Filer/PhoneNum03102088282
ReturnHeader/Filer/USAddress/AddressLine1Txt03115 OCEAN FRONT WALK SUITE 301
ReturnHeader/Filer/USAddress/CityNm0MARINA DEL REY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090292
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0933215332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARBICH HOOPER KING DILL HOFFMAN

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