2026-08-31T13:36:41-07:00 2025-12-31 770581023 Stoltey & Associates 4643 Kennington Dr Santa Maria CA 93455 990 2025-01-01 951684086 Sansum Diabetes Research Institute SANS 8056827638 2219 BATH STREET Santa Barbara CA 93105 Dr Andrew Rhinehart CEO/CMO 2026-08-31 true Brad Stoltey P00241354 8056895880 X 2025 Dr Andrew Rhinehart 2219 BATH STREET Santa Barbara CA 93105 10156332 false X WWW.Sansum.Org X 1944 CA Dedicated to improving the lives of people impacted by diabetes through research, education and care. 18 18 74 44 0 2056749 2934028 2308489 2087229 106968 1412044 -79085 -129964 4393121 6303337 0 0 4805766 5035363 0 845695 2164549 2127318 6970315 7162681 -2577194 -859344 26544993 28805606 1476773 4051624 25068220 24753982 X Dedicated to improving the lives of people impacted by diabetes through research, education and care. false false 4634525 1969111 ResearchClinical Research Type 1 DiabetesSansum Diabetes Research Institute (SDRI) is a nonprofit organization dedicated to improving the lives of people impacted by diabetes through clinical research, education, and specialized patient care. During 2025, SDRI initiated 13 clinical research trials involving 197 individual participants. These studies evaluated new technologies, medications, and treatment approaches intended to improve diabetes management and health outcomes.Research activities included automated insulin delivery systems, continuous glucose monitoring, inhaled insulin therapies, GLP-1 medications, ketone and lactate monitoring, digital health tools, and other emerging diabetes technologies. SDRI collaborated with leading diabetes technology and pharmaceutical companies to conduct research that supports the development of safer and more effective treatments for people living with diabetes.During 2025, SDRI also launched Screen & Support, a community-based type 1 diabetes early detection program. Through autoantibody screening, education, monitoring, and follow-up care, the program identifies children and adults at increased risk for developing type 1 diabetes before symptoms occur. Earlier identification helps reduce the likelihood of diagnosis during diabetic ketoacidosis (DKA), provides families with education and support, and expands access to therapies that may delay progression to insulin-dependent disease. SDRI also continued leading the California Type 1 Diabetes Screening Collaborative to expand early detection efforts throughout California.Clinical Research Type 2 DiabetesSDRI continued research designed to improve treatment options and clinical outcomes for individuals living with type 2 diabetes. During 2025, the SDRI participated in studies evaluating automated insulin delivery systems, continuous glucose monitoring technologies, and emerging therapeutic approaches intended to improve glycemic control while reducing the burden of diabetes management.Research findings contributed to the growing body of evidence supporting advanced diabetes technologies for adults with type 2 diabetes and included participation from diverse populations to improve the applicability of study findings across communities. 367818 68073 Education and Community OutreachCommunity education is an essential component of SDRI's charitable mission. SDRI provides evidence-based education, peer support, and culturally responsive programs that improve diabetes prevention and self-management.During 2025, SDRI continued Ocho Pasos a la Buena Salud, a Spanish-language diabetes prevention and self-management program led by trained Community Health Workers (Promotoras). The program provides culturally appropriate education on nutrition, physical activity, and diabetes self-management while addressing barriers to healthcare access.SDRI also expanded education and support through One Talk, LADA Talk, diabetes technology training, bilingual support groups, community outreach events, and Back-to-School educational programming. These programs improve diabetes knowledge, increase self-management skills, reduce diabetes-related distress, and strengthen community support for individuals and families affected by diabetes. 279669 50045 Clinical CareSDRI provides specialized outpatient clinical care in diabetes in pregnancy, pediatric diabetes, and adult endocrinology.During 2025, SDRI expanded its Diabetes in Pregnancy Program to preserve access to specialized care following changes in local maternal health services. SDRI assumed responsibility for caring for approximately 100 additional patients, with particular emphasis on serving under-resourced and underrepresented Latina women throughout Santa Barbara County.Clinical services include individualized diabetes management, nutrition counseling, continuous glucose monitoring support, medication management, diabetes education, and coordinated care with obstetric and maternal-fetal medicine providers. SDRI also provides culturally responsive and bilingual services to improve maternal and infant health outcomes.SDRI's pediatric diabetes program provides comprehensive education, technology training, behavioral support, and ongoing clinical care that helps children, adolescents, and families safely manage diabetes and successfully transition to lifelong self-management. Research InfrastructureDuring 2025, SDRI completed renovation of its 18,000-square-foot research, clinical care, and education center. The renovated facility increased organizational capacity by providing dedicated research suites, expanded clinical space, industry collaboration areas, a teaching kitchen, a DEXA research suite, and community education facilities. These improvements enhance SDRI's ability to conduct clinical research, provide specialized patient care, and deliver diabetes education programs that benefit the community.Summary of Public BenefitThrough its integrated programs in clinical research, specialized clinical care, early detection, education, and community outreach, SDRI advances the early detection, treatment, and management of diabetes while improving access to evidence-based care for children, adults, pregnant individuals, and underserved populations. These activities further SDRIs charitable mission by improving health outcomes, expanding access to specialized services, and advancing diabetes science for the benefit of the public. 5282012 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 true false false false false false false false false true 164 0 true 74 true false false false false false true true false 0 false false false false false false false X 18 18 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 Elizabeth Thompson CEO 40.00 0.00 X 329755 0 19559 Kristin Castorino DO Research Physician 40.00 0.00 264433 0 26327 Kristen Nelson Dir Clinical Rese 40.00 0.00 256529 0 13638 Dr Andrew Rhinehart CEO/CMO 40.00 0.00 X 230465 0 6792 Kara Hornbuckle VP Development and Public Affairs 40.00 0.00 168763 0 11821 Sarintha Logan Clinical Research 40.00 0.00 161001 0 17931 Trisha Purkey Clinical Research 40.00 0.00 156913 0 19143 Melody Lung Clinical Research 40.00 0.00 136826 0 12150 Olivia Watt Mgr Lab/Research 40.00 0.00 130214 0 8891 James Sloan President 4.00 0.00 X X 0 0 0 Matthew Rowe CIMA Vice President 2.00 0.00 X X 0 0 0 Flint Ogle Treasurer 2.00 0.00 X X 0 0 0 Elena Engel Secretary 2.00 0.00 X X 0 0 0 Joan Doell Arnold Trustee 1.00 0.00 X 0 0 0 Miguel Avila Trustee 1.00 0.00 X 0 0 0 Daniel Berger MD Trustee 1.00 0.00 X 0 0 0 Anthony Castillo Trustee 1.00 0.00 X 0 0 0 Daren Dickerson Trustee 1.00 0.00 X 0 0 0 Lindsey Duca PhD Trustee 1.00 0.00 X 0 0 0 Lynn Fitzgibbons MD Trustee 1.00 0.00 X 0 0 0 Yvette Giller Trustee 1.00 0.00 X 0 0 0 Steven Jung Esq Trustee 1.00 0.00 X 0 0 0 Norman Kurland Trustee 1.00 0.00 X 0 0 0 Robert Nagy MD Trustee 1.00 0.00 X 0 0 0 Michael Paskin Trustee 1.00 0.00 X 0 0 0 Wendy Thies Sell Trustee 1.00 0.00 X 0 0 0 Mark Wilson Trustee 1.00 0.00 X 0 0 0 1834899 136252 16 false true false TouchPoint Business Solutions LLC 414 Calle Palo Colorado Santa Barbara CA 93105 CFO Services 224839 One Story Architect Inc 121 El Paseo Santa Barbara CA 93101 Architect Services 210934 Frank Schipper Construction Co 610 East Cota Street Santa Barbara CA 93103 Construction 6266194 Francine Kaufman MD 2335 Century Hill Los Angeles CA 90067 Medical Doctor 155767 CIO Solutions LLC 120 Cremona Dr Ste 230 Goleta CA 93117 IT Services 154322 8 465074 2468954 33311 2934028 Patient Care Fees 541700 50045 50045 Research Contracts 541700 2037184 2037184 2087229 401378 401378 0 0 0 4687771 3620847 56258 1066924 -56258 1010666 1010666 45750 465074 175890 -130140 -130140 0 0 Other 541700 176 176 176 6303337 3098071 271238 X 0 0 0 0 1057915 519880 255955 282080 0 3267323 2871992 245732 149599 93218 83967 7258 1993 303146 231401 49550 22195 313761 247935 35042 30784 0 9434 9434 27000 27000 0 0 25268 25268 1088222 569714 290537 227971 34415 6372 1606 26437 98086 63072 13644 21370 216008 141004 30112 44892 0 35864 26009 7183 2672 24137 17917 4526 1694 0 46207 36291 4627 5289 0 0 161832 133121 14672 14039 79612 64964 12828 1820 Subject Reimbursement 207845 207845 Lab Supplies 55770 55770 Campaign Expenses 17618 4758 12860 0 7162681 5282012 1034974 845695 496358 125700 7773243 2158353 1704404 1679962 294184 262369 0 0 600000 600000 0 71227 51175 11403191 2016487 2134330 9386704 9857957 11186692 0 0 0 3613290 3354651 26544993 28805606 1078731 1379606 2626255 398042 45763 1476773 4051624 X 14361122 13399618 10707098 11354364 25068220 24753982 26544993 28805606 -859344 545106 X false true X true false X 3496686 5265574 6445750 2056749 2934028 20198787 3210241 2680236 3260416 2308489 2132979 13592361 0 0 0 6706927 7945810 9706166 4365238 5067007 33791148 0 0 33791148 435645 353871 406063 510756 401378 2107713 0 435645 353871 406063 510756 401378 2107713 0 5852 5504 13082 3962 176 28576 7148424 8305185 10125311 4879956 5468561 35927437 0.94050 0.94640 0.05870 0.05220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3849227 462243 4311470 3731273 384419 266465 3849227 3556246 416232 241205 3731273 4138658 5000 -344945 242467 3556246 4026624 413732 301698 4138658 0.73000 0.27000 false false false 351758 351758 1856397 1779776 76621 125989 83878 42111 287088 152833 134255 8781959 8781959 9386704 Assets Held in Split Interest Agreements 18730 Beneficial Interest in Perpetual Trust 1795170 Cash Surrender Value of Life Insurance 136734 Non-Trustee Remainder Interest in Trust 1292823 Other Receivable 73827 Right of Use Asset 37367 3354651 Lease Obligations 39003 Obligations Under Split Interest Agreeme 6760 45763 X 6823175 226076 319030 545106 6278069 25268 25268 6303337 7137413 7137413 25268 25268 7162681 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 $133666 Change in Value - Perpetual Trusts $185364 X X X X X X X false TOV 510824 465074 45750 32764 70406 3200 69520 510824 465074 45750 32764 70406 3200 69520 175890 -130140 X X true false false false false false false false false Dr Andrew Rhinehart CEO/CMO 230465 6792 237257 Elizabeth Thompson CEO 329755 16488 3071 349314 Kara Hornbuckle VP Development and Public Affairs 168763 9500 2321 180584 Kristen Nelson Dir Clinical Rese 256529 13638 270167 Kristin Castorino DO Research Physician 264433 13520 12807 290760 Sarintha Logan Clinical Research 161001 8172 9759 178932 Trisha Purkey Clinical Research 156913 7899 11244 176056 Event Prizes 33311 EST FMV false false 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 The Organization maintains a written Conflict of Interest Policy applicable to all Trustees, officers, key employees, and other individuals covered by the policy. Covered individuals are required to annually disclose any actual or potential conflicts of interest, and to promptly update such disclosures if circumstances change during the year.Disclosures are reviewed by the Board of Trustees or an appropriate Committee, and any individual with a conflict abstains from related discussions and voting. Compliance is monitored through annual disclosures, Board oversight, and review of related-party transactions, with all actions documented in Board minutes. 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 CEO, 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 See process descripion to Form 990 Part VI Line 15A. Same process followed. 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.