2024-11-21T13:14:23-08:00 2023-12-31 770581023 Stoltey & Associates 4643 Kennington Dr Santa Maria CA 93455 990 2023-01-01 951684086 Sansum Diabetes Research Institute SANS 8056827638 2219 Bath Street Santa Barbara CA 93105 Elizabeth Thompson Chief Exec. Officer 2024-11-21 true true Brad A Stoltey P00241354 8056895880 X 2023 2024-10-15 13:58:12Z X Elizabeth Thompson 13082487 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 94 42 0 5265574 6445750 2570436 3195041 335709 85334 -17307 912989 8154412 10639114 0 0 3893191 4064290 0 787976 1775967 2587425 5669158 6651715 2485254 3987399 22174581 27583956 1216310 1423972 20958271 26159984 Dedicated to improving the lives of people impacted by diabetes through research, education and care. false false 4595932 3134391 RESEARCHRESEARCH TYPE 1 DIABETES:SANSUM DIABETES RESEARCH INSTITUTE (SDRI) IS A GLOBAL LEADER IN ADVANCING RESEARCH, EDUCATION, AND CLINICAL CARE TO THOSE IMPACTED BY TYPE 1 DIABETES (T1D). SDRI IS A PREFERRED SITE FOR CLINICAL TRIALS, A TESTAMENT TO OUR EXCEPTIONAL RESEARCH CAPABILITIES AND COMMITMENT TO ADVANCING DIABETES CARE. IN 2023, SDRI CONDUCTED 29 CLINICAL RESEARCH TRIALS, AND ENGAGED OVER 700 PARTICIPANTS. CURRENT INDUSTRY PARTNERS INCLUDE ABBOTT, DEXCOM, INSULET, ELI LILLY, MANNKIND, MEDTRONIC DIABETES, NOVO NORDISK, SANOFI, TANDEM DIABETES CARE, AND MORE.AS A PREFERRED INDUSTRY PARTNER, SDRI IS COMMITTED TO CONDUCTING PIVOTAL CLINICAL RESEARCH STUDIES TO EVALUATE THE ACCURACY AND EFFICACY OF DIABETES MANAGEMENT DEVICES, INCLUDING CONTINUOUS GLUCOSE MONITORS AND INSULIN PUMPS. THESE ADVANCEMENTS HAVE REVOLUTIONIZED T1D MANAGEMENT BY PROVIDING REAL-TIME ADJUSTMENTS AND REDUCING THE MENTAL BURDEN OF LIVING WITH DIABETES. SDRI WILL CONTINUE PARTNERING WITH INDUSTRY TO CREATE THE BEST QUALITY OF LIFE POSSIBLE FOR THOSE LIVING WITH DIABETES.SDRI SERVED AS A CLINICAL SITE IN THE TRIALS FOR MEDTRONICS CLOSED-LOOP TECHNOLOGY, TANDEM DIABETES CONTROL- IQ AND BASAL-IQ TECHNOLOGY, AND INSULETS AUTOMATED INSULIN DELIVERY SYSTEM OMNIPOD 5.GIVEN THAT INSULIN REMAINS A CORNERSTONE IN T1D MANAGEMENT, SDRI CONDUCTS COMPREHENSIVE STUDIES TO EXPLORE NOVEL INSULIN FORMULATIONS, DELIVERY METHODS, AND DOSING STRATEGIES. SDRI HAS PARTICIPATED IN KEY DRUG DEVELOPMENT CLINICAL TRIALS INCLUDING MANNKIND'S AFREZZA INHALED INSULIN, ELI LILLY'S ONCE-WEEKLY BASAL INSULIN AND GLP-1 INHIBITORS, NOVO NORDISK'S FAST ACTING INSULIN FIASP AND COMPARING TRESIBA AND LANTUS OVER LONG-HAUL TRAVEL, AND A COMPARISON BETWEEN SANOFI'S DRUGS, TOUJEO AND LANTUS. BY STAYING AT THE FOREFRONT OF INSULIN RESEARCH, WE AIM TO OPTIMIZE TREATMENT OUTCOMES AND MINIMIZE THE BURDEN OF DIABETES MANAGEMENT.SDRIS MEANINGFUL RESEARCH PROVIDES VALUABLE INSIGHTS THAT ENHANCE THE QUALITY OF LIFE FOR INDIVIDUALS LIVING WITH T1D.RESEARCH TYPE 2 DIABETES:SDRI IS COMMITTED TO CONDUCTING GROUNDBREAKING RESEARCH TO FIND THE NEXT BREAKTHROUGH IN MANAGING TYPE 2 DIABETES (T2D), AS IT IS ONE OF THE FASTEST GROWING CHRONIC DISEASES IN THE WORLD. WE UNDERSTAND THAT EDUCATION PLAYS A VITAL ROLE IN LIVING WITH T2D. OUR TEAM IS COMMITTED TO OFFERING A HOLISTIC APPROACH IN MANAGING T2D WITH A SPECIAL INTEREST IN ADVANCING EDUCATION AND RESEARCH OPPORTUNITIES FOR UNDERSERVED COMMUNITIES.IN 2023, SDRI CONDUCTED EDUCATION, DIABETES IN PREGNANCY, AND DEVICE CLINICAL RESEARCH STUDIES THAT HELPED IMPROVE THE CARE AND MANAGEMENT OF TYPE 2 DIABETES, LEADING TO BETTER HEALTH OUTCOMES AND QUALITY OF LIFE FOR PATIENTS. SDRI PROUDLY PARTNERED WITH ROOTED SANTA BARBARA COUNTY IN 2023 IN THE PRODUCTION OF A CULTURALLY TAILORED, PLANT-BASED NUTRITION CURRICULUM THAT AIMS TO IMPROVE THE HEALTH AND HEALTH EQUITY OF SOCIOECONOMICALLY DISADVANTAGED POPULATIONS IN SANTA BARBARA. SDRI EQUIPPED OUR COMMUNITY HEALTH WORKERS WITH NEARLY 30 HOURS OF COMPREHENSIVE TRAINING AT THE UNIVERSITY OF SOUTHERN CALIFORNIA IN 2023, WHERE THEY GAINED ESSENTIAL KNOWLEDGE AND SKILLS TO SUPPORT CLINICAL RESEARCH RECRUITMENT, ENSURE MEDICATION SAFETY, AND IMPROVE DIABETES MANAGEMENT WITH THE LOCAL LATINO COMMUNITY. IN 2023, SDRI PROVIDED INDIVIDUAL CARE TO 87 UNDERREPRESENTED LATINOS WHO WERE LIVING WITH PREDIABETES, TYPE 2 DIABETES, OR DIABETES IN PREGNANCY. SDRI CONTINUED TO LEAD THE SANTA BARBARA NUTRITION HEALTH COALITION IN 2023 IN DEVELOPING AND IMPLEMENTING INNOVATIVE, CULTURALLY SENSITIVE, COMMUNITY-BASED, AND EVIDENCE-BASED NUTRITION INTERVENTION PROGRAMS TO IMPROVE HEALTH AND HEALTH EQUITY OF VULNERABLE POPULATIONS LIVING IN SANTA BARBRA COUNTY. 118923 51650 CLINICAL CARE:SDRI PROVIDED CLINICAL CARE IN 3 AREAS: DIABETES IN PREGNANCY, PEDIATRIC AND ADULT ENDOCRINOLOGY.FOR NEARLY 50 YEARS, SDRI HAS REMAINED A THOUGHT LEADER FOR DIABETES DURING PREGNANCY. OUR TEAM IS COMMITTED TO CONDUCTING GROUNDBREAKING RESEARCH TO HELP REDUCE RISKS FOR A WOMANS PREGNANCY THAT IS COMPLICATED BY DIABETES. IN 2023, SDRI PROVIDED PATIENT CARE TO 120 PATIENTS WHOSE PREGNANCY WAS COMPLICATED BY ANY FORM OF DIABETES INCLUDING PREDIABETES, GESTATIONAL DIABETES, TYPE 1 DIABETES, AND TYPE 2 DIABETES. DURING APPOINTMENTS OUR ELITE TEAM OFFERED PATIENTS INNOVATIVE TOOLS TO HELP STABILIZE BLOOD GLUCOSE LEVELS TO LIMIT COMPLICATIONS TO BOTH THE EXPECTANT MOTHER AND BABY. SDRI PARTNERS WITH THE SANTA BARBARA COUNTY HEALTH DEPARTMENT TO ENSURE THAT UNDERREPRESENTED LATINA WOMEN RECEIVE SUPERIOR CARE FOR THEIR PREGNANCY COMPLICATED BY DIABETES. IN 2023, SDRI INITIATED THREE TRANSFORMATIONAL RESEARCH STUDIES CRITICAL TO DIAGNOSING AND MANAGING DIABETES IN PREGNANCY, IMPROVING HEALTH OUTCOMES, AND ENHANCING THE LIFESPAN OF MOTHERS AND THEIR BABIES. SDRI SERVED AS A CLINICAL RESEARCH SITE FOR THE FIRST AT HOME USE OF A PREGNANCY SPECIFIC CLOSED-LOOP SYSTEM. IN COLLABORATION WITH HARVARD JOHN A. PAULSON SCHOOL OF ENGINEERING AND APPLIED SCIENCES AT HARVARD UNIVERSITY, ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI, AND THE MAYO CLINIC. THIS STUDY, PUBLISHED IN DIABETES CARE, DEMONSTRATED THAT IN 2023, THE TRIAL DEMONSTRATED THAT THE SYSTEM IMPROVED BLOOD SUGAR CONTROL WITHOUT INCREASING RISKS, INDICATING IT CAN SAFELY HELP PREGNANT WOMEN MANAGE THEIR BLOOD SUGAR TARGETS AT HOME. THE STUDY RESULTS WERE PRESENTED AT THE ADVANCED TECHNOLOGIES AND TREATMENTS FOR DIABETES 2023 INTERNATIONAL DIABETES CONGRESS. SDRI IS PROUD TO PLAY A CRITICAL ROLE IN ENSURING THE HEALTH SPAN AND LIFESPAN OF WOMEN WHOSE PREGNANCIES ARE COMPLICATED BY DIABETES, AS WELL AS THEIR BABIES. 29000 9000 EDUCATION AND COMMUNITY OUTREACH:CONTINUING THE LEGACY OF FOUNDER WILLIAM SANSUM, MD, SDRI HAS REMAINED COMMITTED TO PROVIDING LIFE-SAVING DIABETES CARE TO THE COMMUNITY, ENSURING THAT COST IS NEVER A BARRIER. TO EXPAND OUR REACH IN SANTA BARBARA AND HELP ADDRESS DISPARITIES IN ACCESS TO CARE, SDRI BEGAN HOSTING MOBILE CLINICS IN 2023 AT VARIOUS LOCATIONS AND EVENTS THROUGHOUT THE CITY. THESE MOBILE CLINICS, RUN BY BILINGUAL COMMUNITY HEALTH WORKERS, PROVIDE AN OPPORTUNITY FOR ATTENDEES TO RECEIVE CULTURALLY APPROPRIATE DIABETES EDUCATION, TEST BLOOD GLUCOSE LEVELS, CALCULATE THEIR BODY MASS INDEX, AND GET CONNECTED TO NECESSARY RESOURCES.RECOGNIZING A GROWING NEED FOR DIABETES TREATMENT AND PREVENTION WITHIN THE LOCAL LATINO POPULATION, IN 2023, SDRI SECURED A PERMANENT SPACE AT LA CASA DE LA RAZA, A PLACE WHERE SANTA BARBARAS LATINO COMMUNITY CAN CONGREGATE, HOST EVENTS, ATTEND WORKSHOPS, AND RECEIVE ASSISTANCE FROM SEVERAL NONPROFITS. IN ADDITION TO HOSTING CLINICS WEEKLY AT LA CASA, SDRI PROVIDED HEALTH SCREENINGS AND DIABETES EDUCATION AT SEVERAL OTHER LOCATIONS THROUGHOUT THE YEAR INCLUDING THE EASTSIDE LIBRARY, CARPINTERIA CHILDRENS PROJECT, AND THE SENIOR EXPO OF SANTA BARBARA AT EARL WARREN SHOWGROUNDS.SDRI CREATED A SERIES OF EDUCATION CLASSES FOR THE LATINO POPULATION INCLUDING: OCHO PASOS - 8 WEEKS TO HEALTHY LIVING, SEMILLAS DE CAMBIO - OCHO PASOS DURING PREGNANCY, AND GRUPO DE APOYO SPANISH PROGRAM FOR INDIVIDUALS LIVING WITH, OR AT RIS OF DEVELOPING, TYPE 2 DIABETES.COMMUNITY HEALTH WORKERS PLAY A VITAL ROLE IN OUR EFFORTS TO PROMOTE HEALTH EQUITY BY BRIDGING GAPS IN HEALTHCARE ACCESS AND EDUCATION. THESE DEDICATED INDIVIDUALS ARE TRAINED AT SDRI TO BECOME SPECIALISTS IN DIABETES AND RESEARCH PROGRAMS, WORKING CLOSELY WITH COMMUNITY MEMBERS TO PROVIDE CULTURALLY COMPETENT CARE, SUPPORT SELF-MANAGEMENT PRACTICES, AND EMPOWER INDIVIDUALS TO TAKE CONTROL OF THEIR HEALTH AND DIABETES. IN 2023, SDRI OFFERED ONETALK A PROGRAM WHERE PARTICIPANTS IMPACTED BY T!D SHARE THEIR IDEAS, EXPERIENCE AND EXPLORE WAYS TO ENHANCE THEIR HEALTH AND LIFESTYLE; LADATALK A PROGRAM FOR THOSE IMPACTED BY LATENT AUTOIMMUNE DIABETES IN ADULTS (LADA) AND OFFERS INSIGHTS, CONNECTIONS, AND UP-TO-DATE INFORMATION ON CLINICAL RESEARCH TRIALS FROM SDRIS CLINICAL RESEARCH TEAM; FAMILY OUTREACH EVENTS - QUARTERLY EVENTS TO SUPPORT THE DIABETES COMMUNITY, WHERE FAMILIES CONNECT WITH OTHERS LIVING WITH TYPE 1 DIABETES, SHARE EXPERIENCES, AND LEARN ABOUT CURRENT CLINICAL TRIALS FROM SDRIS CLINICAL RESEARCH TEAM. 4743855 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 214 0 true 94 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 2219 Bath Street Santa Barbara CA 93105 Kristin Castorino DO Research Physician 40.00 0.00 266900 0 21775 Raul Bastarrachea Senior Research Scientist 40.00 0.00 196238 0 27891 Ellen Goodstein Executive Dir. 40.00 0.00 X 208997 0 11308 Kristen Nelson Senior Clinical Nurse Practitioner 40.00 0.00 140962 0 20119 Mei Mei Church Nurse Practitioner 40.00 0.00 136957 0 7759 Kara Hornbuckle Dir Development 40.00 0.00 130517 0 8565 Ashley Thorsell Research Physician 40.00 0.00 123750 0 9758 Christian Farfan Senior Clinical Tr 40.00 0.00 122417 0 6183 Andrew Koutnik Research Scientist 40.00 0.00 118293 0 911 Alexander DePaoli MD Immed Past Pres 2.00 0.00 X X 15263 0 0 Kenneth Waxman MD FACS President 4.00 0.00 X X 0 0 0 James Sloan VP/Treasurer 2.00 0.00 X X 0 0 0 Joan Doell Arnold Secretary 2.00 0.00 X 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 Lindsey Duca PhD Trustee 1.00 0.00 X 0 0 0 Elena Engel Trustee 1.00 0.00 X 0 0 0 Steven Jung Esq Trustee 1.00 0.00 X 0 0 0 Norman Kurland Trustee 1.00 0.00 X 0 0 0 Robert Nagy MD Trustee 1.00 0.00 X 0 0 0 Flint Ogle Trustee 1.00 0.00 X 0 0 0 Michael Paskin Trustee 1.00 0.00 X 0 0 0 Miguel Rodriguez Trustee 1.00 0.00 X 0 0 0 Matthew Rowe CIMA Trustee 1.00 0.00 X 0 0 0 Wendy Thies Sell Trustee 1.00 0.00 X 0 0 0 Mark Simon Trustee 4.00 0.00 X 0 0 0 Sandra Tillisch Svoboda RN Trustee 1.00 0.00 X 0 0 0 Brad Webb Trustee 1.00 0.00 X 0 0 0 1460294 114269 13 false true false Samuel Klein 38 Ridgemoor Drive Clayton MO 63105 Chief Scientific Officer 195325 Anchor Point IT Solutions 213 Santa Barbara St Santa Barbara CA 93101 IT Consulting 133148 2 6445750 23988 6445750 Patient Care Fees 541700 51650 51650 Research Contracts 541700 3143391 3143391 3195041 406063 406063 0 871251 871251 71665 71665 71665 71665 2014260 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1271673 2537565 3496686 5265574 6445750 19017248 2743021 3194510 3210241 2680236 3260416 15088424 0 0 0 4014694 5732075 6706927 7945810 9706166 34105672 0 0 34105672 287851 193494 435645 353871 406063 1676924 0 287851 193494 435645 353871 406063 1676924 0 35731 21359 5852 5504 13082 81528 4338276 5946928 7148424 8305185 10125311 35864124 0.95100 0.83900 0.04680 0.04950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3556246 416232 241205 3731273 4138658 5000 -344945 242467 3556246 4026624 413732 301698 4138658 3839382 406505 219263 4026624 3251175 588207 3839382 0.85000 0.15000 false false false 351758 351758 3658463 2888438 770025 466632 264519 202113 369882 369882 1693778 Assets Held in Split Interest Agreements 1529954 Beneficial Interest in Perpetual Trust 1514527 Cash Surrender Value of Life Insurance 129286 Non-Trustee Remainder Interest in Trust 1056552 OTHER Other Receivable 31890 4262209 Obligations Under Split Interest Agreeme 460266 Rounding 3 460269 X 11823170 805743 408571 1214314 10608856 30258 30258 10639114 6621457 6621457 30258 30258 6651715 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 $278736 Change in Value - Perpetual Trusts $129835 X X X X X X X true TOV 65375 65375 108384 65375 65375 108384 108384 -43009 X X false false false false false false false false false Ellen Goodstein Executive Dir. 201496 7501 10450 858 220305 Kristen Nelson Senior Clinical Nurse Practitioner 140962 7231 12888 161081 Kristin Castorino DO Research Physician 266900 13480 8295 288675 Raul Bastarrachea Senior Research Scientist 196238 10369 17522 224129 Alexander M DePaoli MD Board Member 15263 Patient Care false 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.