2022-10-27T17:18:33-05:00 2022-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2021-07-01 330841281 PANCREATIC CANCER ACTION NETWORK INC PANC 3107250025 1500 ROSECRANS AVENUE 200 MANHATTAN BEACH CA 90266 ANAT KENDAL CHIEF FINANCIAL OFFICER 3107250025 2022-10-24 1 ANAT KENDAL 999009999 DONITA M JOSEPH P00286656 5624351191 2022-10-24 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JULIE FLESHMAN 1500 ROSECRANS AVENUE 200 MANHATTAN BEACH CA 90266 65937316 0 X WWW.PANCAN.ORG X 1999 CA TO ADVANCE RESEARCH, SUPPORT PATIENTS, AND CREATE HOPE FOR PEOPLE WHO HAVE PANCREATIC CANCER. 14 13 191 2400 0 0 36292699 45222545 7330463 9657033 1457324 1332466 -227948 -3281201 44852538 52930843 3229138 10510000 0 0 18772145 22161066 0 0 5231425 18885336 20014266 40886619 52685332 3965919 245511 68087532 68159698 18599627 23005671 49487905 45154027 X OUR MISSION IS TO TAKE BOLD ACTION TO IMPROVE THE LIVES OF EVERYONE IMPACTED BY PANCREATIC CANCER BY ADVANCING SCIENTIFIC RESEARCH, BUILDING COMMUNITY, SHARING KNOWLEDGE, AND ADVOCATING FOR PATIENTS. 0 0 24977124 10510000 9657033 RESEARCH - PANCAN FUNDS GROUNDBREAKING RESEARCH INITIATIVES THAT WILL TRANSFORM THE WAY PANCREATIC CANCER IS DETECTED AND TREATED. WE FUND RESEARCH GRANTS TO INDIVIDUAL INVESTIGATORS AND LARGE-SCALE, MULTI-INSTITUTIONAL CLINICAL PROJECTS THAT ARE FOCUSED ON ADVANCING NEW TREATMENTS AND EARLY DETECTION FOR PANCREATIC CANCER. WE INVESTED A RECORD $25 MILLION IN RESEARCH IN FISCAL YEAR 2022. RESEARCH FUNDING THAT SUPPORTED IMPORTANT RESEARCH PROJECTS AT INSTITUTIONS ACROSS THE COUNTRY, AND PANCAN'S PRECISION PROMISE ADAPTIVE CLINICAL TRIAL, EARLY DETECTION INITIATIVE, KNOW YOUR TUMOR PRECISION MEDICINE SERVICE, AND PATIENT REGISTRY. SINCE 2003, PANCAN HAS AWARDED 234 RESEARCH GRANTS TO 213 SCIENTISTS AT 79 INSTITUTIONS. PANCAN'S CUMULATIVE RESEARCH INVESTMENT IS NOW MORE THAN $174 MILLION, MAKING A SIGNIFICANT IMPACT ON THE DIAGNOSIS, TREATMENT AND CARE OF TODAY'S PATIENTS AND THOSE WHO WILL BE DIAGNOSED IN THE FUTURE. 6981104 COMMUNITY ENGAGEMENT - 59 VOLUNTEER-LED AFFILIATES WITH OVER 2,400 VOLUNTEERS RAISE AWARENESS OF PANCAN AND THE DISEASE AND EDUCATE THEIR COMMUNITIES ABOUT PANCREATIC CANCER. VOLUNTEERS HOSTED 60 PURPLESTRIDE EVENTS ACROSS THE COUNTRY THIS PAST YEAR, OVER 56,000 PARTICIPANTS REGISTERED SUPPORTING SURVIVORS, FAMILIES AND FRIENDS, AS WELL AS PROVIDING EDUCATIONAL INFORMATION AT THE EVENTS. WE ARE ALSO A FOUNDING MEMBER OF THE WORLD PANCREATIC CANCER COALITION, COMPRISING MORE THAN 90 PANCREATIC CANCER PATIENT ADVOCACY GROUPS FROM OVER 30 COUNTRIES AND SIX CONTINENTS. THE COALITION HOSTS WORLD PANCREATIC CANCER DAY EVERY NOVEMBER TO RAISE GLOBAL AWARENESS OF THE DISEASE. PURPLESTRIDE PARTICIPANTS RAISED OVER $12.5 MILLION. 4635006 PATIENT SERVICES - PROVIDES FREE, PERSONALIZED INFORMATION AND RESOURCES ABOUT PANCREATIC CANCER, TREATMENT OPTIONS, CLINICAL TRIALS, DIET AND NUTRITION, SPECIALISTS AND SUPPORT RESOURCES TO HELP PATIENTS, CAREGIVERS AND HEALTHCARE PROVIDERS. WE HAVE THE LARGEST, MOST UP-TO-DATE CLINICAL TRIALS DATABASE IN THE COUNTRY AND PROVIDE CONSTITUTENTS WITH PERSONALIZED SEARCHES SO THAT THEY UNDERSTAND ALL OF THEIR TREATMENT OPTIONS. OUR EXPERT PATIENT SERVICES CASE MANAGERS SHARE MORE RESOURCES AND SPEAK WITH MORE PANCREATIC CANCER PATIENTS THAN ANY OTHER ORGANIZATION IN THE WORLD. LAST YEAR ALONE, WE HAD NEARLY 48,000 INTERACTIONS WITH PANCREATIC CANCER PATIENTS AND FAMILIES. 1403722 GOVERNMENT AFFAIRS AND ADVOCACY - WE DRIVE LEGISLATIVE SUPPORT FOR INCREASED FEDERAL RESEARCH FUNDING FOR PANCREATIC CANCER. OUR GRASSROOTS ADVOCACY EFFORTS LED TO THE PASSAGE OF THE RECALCITRANT CANCER RESEARCH ACT, INCREASED RESEARCH DOLLARS FOR PANCREATIC CANCER AT THE NATIONAL CANCER INSTITUTE, AND LED TO A NEW PANCREATIC CANCER RESEARCH PROGRAM AT THE DEPARTMENT OF DEFENSE. SINCE OUR FOUNDING, FEDERAL RESEARCH FUNDING FOR PANCREATIC CANCER HAS INCREASED BY 900 PERCENT AND CONTINUES TO INCREASE EACH YEAR DUE TO OUR EFFORTS. 1403722 37996956 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 53 0 1 191 1 0 0 0 0 0 0 1 1 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DE DC FL GA ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY HI X X SUZANNE NEUMAN VP-FINANCE & FINANCIAL STRATEGY 3107250025 1500 ROSECRANS AVENUE 200 MANHATTAN BEACH CA 90266 JULIE FLESHMAN PRESIDENT & CEO/DIRECTOR 50.00 X X 678051 0 37837 HILARIE KOPLOW-MC ADAMS CHAIRMAN 2.00 X X 0 0 0 KAREN YOUNG CPA VICE CHAIRMAN 2.00 X X 0 0 0 MARCO ARGENTI BOARD MEMBER AS OF 7/2021 2.00 X 0 0 0 PETER CASHION BOARD MEMBER 2.00 X 0 0 0 DENNIS CRONIN BOARD MEMBER 2.00 X 0 0 0 SCOTT A GRISWOLD CPA BOARD MEMBER THRU 6/2021 2.00 X 0 0 0 BARBARA J KENNER PHD BOARD MEMBER 2.00 X 0 0 0 MICHAEL AG KORENGOLD BOARD MEMBER 2.00 X 0 0 0 JASON KUHN BOARD MEMBER 2.00 X 0 0 0 LISA KULOK BOARD MEMBER 2.00 X 0 0 0 TERRENCE MECK BOARD MEMBER THRU 6/2021 2.00 X 0 0 0 CRAIG A ROGERSON BOARD MEMBER 2.00 X 0 0 0 NANCY STAGLIANO PHD BOARD MEMBER 2.00 X 0 0 0 KARYN A TEMPLE BOARD MEMBER AS OF 7/2021 2.00 X 0 0 0 ROD WILLIAMS MBA BOARD MEMBER 2.00 X 0 0 0 ANAT KENDAL CFO AS OF 1/2022 50.00 X 0 0 0 LYNN MATRISIAN CHIEF SCIENCE OFFICER 50.00 X 362476 0 22886 SUDHEER DOSS CHIEF BUSINESS OFFICER 50.00 X 425965 0 24357 LORI STEVENS CHIEF DEVELOPMENT OFFICER 50.00 X 349620 0 24475 EDWINA MOSSETT CHIEF PEOPLE OFFICER 50.00 X 331080 0 19222 ANNE-MARIE DULIEGE CHIEF MEDICAL OFFICER THRU 3/2022 50.00 X 392840 0 20924 JODI LIPE CHIEF MARKETING AND COMMUNICATIONS OFFICER 50.00 X 318614 0 24893 RICHARD LEONARD NATIONAL DIRECTOR, LEADERSHIP GIVING 50.00 X 267046 0 19306 THOMAS CROAL CFO THRU 6/2021 50.00 X 337895 0 17872 3463587 0 211772 53 1 1 0 LABCORP DRUG DEVELOPMENT INC 210 CARNEGIE CENTER PRINCETON NJ 08540 CRO SERVICES 5989345 EVENT 360 INC 55 E JACKSON BLVD SUITE 1030 CHICAGO IL 60604 EVENT MANAGEMENT 972818 SOUTHERN CALIFORNIA PERMANENTE MEDICAL G 2706 MEDIA CETNER DRIVE LOS ANGELES CA 90065 CLINICAL RESEARCH 767018 TARGET MARKETEAM 1200 ABERNATHY RD NE SUITE 1600 ATLANTA GA 30328 DIRECT RESPONSE CAMPAIGNS 660053 FRED HUTCHINSON CANCER RESEARCH CENTER 1100 FAIRVIEW AVE N J6-330 SEATTLE WA 98109 CLINICAL RESEARCH 581375 43 X 176511 15838155 1950000 27257879 666964 45222545 PRECISION PROMISE PASS-THROUGH & 900099 7603876 7603876 PRECISION PROMISE PROGRAM FEE 900099 2053157 2053157 9657033 1176978 1176978 9815087 9659599 155488 155488 155488 0 15838155 3316146 -3316146 -3316146 65673 30728 34945 34945 52930843 9691978 0 -1983680 X 10510000 10510000 1727147 1029188 423106 274853 17244287 10271171 4230025 2743091 583622 350477 139601 93544 1329044 798118 317904 213022 1276966 766844 305447 204675 96341 56703 39638 35386 20827 14559 314265 314265 188702 188702 12611742 10677403 1024990 909349 1388838 1293202 72282 23354 404645 234429 112398 57818 1203107 224917 795536 182654 978456 642471 192629 143356 144120 105349 14813 23958 293841 189078 99933 4830 322975 269246 33005 20724 245888 101083 144805 BANK AND PROCESSING FEE 978188 1826 976362 DONOR/AFFILIATE ENGAGEM 280812 71406 5941 203465 STAFF SUPPORT 259912 22650 220384 16878 DUES & SUBSCRIPTIONS 170242 39728 14660 115854 96806 6575 90231 52685332 37996956 9456951 5231425 78355 70225 21067523 21558198 11854561 8249392 1613670 6666305 44260 40327 1007398 902759 5776493 5274978 689326 501515 31568624 30006499 163815 164478 68087532 68159698 7169708 8909839 7618348 12349632 971345 971345 1950000 0 890226 774855 18599627 23005671 X 40871033 43304435 8616872 1849592 49487905 45154027 68087532 68159698 X 245511 -4758232 178706 137 X 0 1 X 1 0 X 53040826 41998701 35529596 36292699 45222545 212084367 53040826 41998701 35529596 36292699 45222545 212084367 24051549 188032818 553922 887064 907982 697700 1176978 4223646 14854 450 20400 35704 216343717 19608971 0.86910 0.81560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120132 194133 314265 42946984 43261249 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 232229 98429 268448 314265 913371 250000 250000 250000 250000 1000000 1500000 59150 4939 109672 120132 293893 SCHEDULE C, PART II-A PANCAN ENGAGES IN DEVELOPING REPORT LANGUAGE FOR APPROPRIATIONS BILLS; DEVELOPING ALERTS TO OUR MEMBERS REGARDING SPECIFIC LEGISLATION; PREPARING FOR AND ATTENDING VISITS ON CAPITAL HILL BY OUR MEMBERS AND THE PUBLIC DURING ADVOCACY DAYS BOTH IN PERSON AND VIRTUALLY; GIVING UNINVITED AND INVITED TESTIMONY OR WRITTEN RESPONSES DURING LEGISLATIVE HEARINGS; AND DEVELOPING GENERAL EDUCATION MESSAGES THROUGH MEDIA CAMPAIGNS THAT DO OR DO NOT INCLUDE A CALL FOR ACTION. 890471 833786 56685 1507324 1223572 283752 3378698 3217620 161078 501515 CAPITAL LEASE OBLIGATIONS 17138 DEFERRED LEASE LIABILITY 757717 774855 X 48162615 -4758232 178706 -4579526 52742141 188702 188702 52930843 52496493 -137 -137 52496630 188702 188702 52685332 PART X, LINE 2: FIN 48: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAWS. THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE ORGANIZATION HAD NO MATERIAL NET UNRELATED BUSINESS INCOME REQUIRING RECOGNITION FOR THE YEARS ENDED JUNE 30, 2022 AND 2021. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. PART XII, LINE 2D - OTHER ADJUSTMENTS: RETURN OF UNUSED GRANT FUNDS -137. WALKS AND RUNS 15838155 15838155 3316146 15838155 15838155 3316146 3316146 -3316146 SCHEDULE G, PART I, LINE 3: THE ORGANIZATION IS REGISTERED TO FUNDRAISE IN EVERY STATE. IN FISCAL YEAR 2022, THE PROPER STATE REGISTRATION FORMS WERE FILED. 1 UNIVERSITY OF PITTSBURGH 116 ATWOOD STREET SUITE 201 PITTSBURGH PA 15260 250965591 501(C)(3) 250000 0 FUND RESEARCH CEDARS-SINAI MEDICAL CENTER 8700 BEVERLY BOULEVARD LOS ANGELES CA 90048 951644600 501(C)(3) 100000 0 FUND RESEARCH COLUMBIA UNIVERSITY MEDICAL CENTER 154 HAVEN AVENUE 2ND FL NEW YORK NY 10032 135598093 501(C)(3) 500000 0 FUND RESEARCH DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 042263040 501(C)(3) 300000 0 FUND RESEARCH FRED HUTCHINSON CANCER CENTER 1100 FAIRVIEW AVENUE NORTH SEATTLE WA 98109 237156071 501(C)(3) 500000 0 FUND RESEARCH GEORGETOWN UNIVERSITY 37TH AND O STREETS NW WASHINGTON DC 20057 530196603 501(C)(3) 250000 0 FUND RESEARCH H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE 12902 MAGNOLIA DRIVE TAMPA FL 33612 592451713 501(C)(3) 250000 0 FUND RESEARCH JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE 411 CAROLINE STREET BALTIMORE MD 21231 520595110 501(C)(3) 250000 0 FUND RESEARCH MEDICAL UNIVERSITY OF SOUTH CAROLINA 179 ASHLEY AVENUE CHARLESTON SC 29425 576000722 OTHER 250000 0 FUND RESEARCH PURDUE UNIVERSITY 201 S UNIVERSITY STREET WEST LAFAYETTE IN 47907 356002041 501(C)(3) 250000 0 FUND RESEARCH REGENTS OF THE UNIVERSITY OF MICHIGAN 500 SOUTH STATE STREET ANN ARBOR MI 48109 386006309 501(C)(3) 275000 0 FUND RESEARCH ROSWELL PARK COMPREHENSIVE CANCER CENTER ELM AND CARLTON STREETS BUFFALO NY 14263 141402155 501(C)(3) 250000 0 FUND RESEARCH THE BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 042312909 501(C)(3) 300000 0 FUND RESEARCH THE DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 042263040 501(C)(3) 300000 0 FUND RESEARCH THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET P-221 PHILADELPHIA PA 19104 231352685 501(C)(3) 565000 0 FUND RESEARCH THE WISTAR INSTITUTE 3601 SPRUCE STREET PHILADELPHIA PA 19104 236434390 501(C)(3) 250000 0 FUND RESEARCH UNIVERSITY OF CINNCINATI 51 GOODMAN DRIVE SUITE 530 CINCINNATI OH 45221 316000989 501(C)(3) 250000 0 FUND RESEARCH UNIVERSITY OF MIAMI 1320 S DIXIE HIGHWAY GABLES ONE TOWER 650 CORAL GABLES FL 33145 590624458 501(C)(3) 250000 0 FUND RESEARCH UNIVERSITY OF NORTH CAROLINA 104 AIRPORT DRIVE SUITE 2200 CHAPEL HILL NC 27599 566001393 501(C)(3) 340000 0 FUND RESEARCH UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 OTHER 230000 0 FUND RESEARCH VERASTEM ONCOLOGY 117 KENDRICK STREET SUITE 500 NEEDHAM MA 02494 273269467 OTHER 4300000 0 FUND RESEARCH WASHINGTON UNIVERSITY 1 BROOKINGS DRIVE ST LOUIS MO 63130 430653611 501(C)(3) 300000 0 FUND RESEARCH 19 3 PART I, LINE 2: THE PANCREATIC CANCER ACTION NETWORK ADMINISTERS ITS RESEARCH GRANTS PROGRAM IN HOUSE. THE AMOUNT OF THE GRANTS AND ELIGIBILITY CRITERIA ARE DETERMINED BY THE ORGANIZATION'S SCIENTIFIC LEADERSHIP IN ADVANCE OF PUBLIC NOTIFICATION OF GRANT AVAILABILITY. GRANTS ARE SELECTED BY SCIENTIFIC REVIEW PERFORMED BY A PANEL OF PEER EXPERTS. ALL GRANT AMOUNTS, ELIGIBILITY CRITERIA, AND REVIEW PROCESSES ARE DOCUMENTED ANNUALLY IN THE INDIVIDUAL GRANT APPLICATION PROCEDURE DOCUMENTS. GRANT AMOUNTS, GRANT RESTRICTIONS (INCLUDING USE OF FUNDS) AND REPORTING PROCESSES ARE SPECIFIED IN THE GRANT AGREEMENT BETWEEN THE GRANTEE'S INSTITUTION AND THE ORGANIZATION. PROGRESS REPORTS ARE REQUIRED FOR ALL GRANTS AWARDED. THESE PROGRESS REPORTS ARE COLLECTED AND REVIEWED BY THE GRANTS ASSOCIATE DIRECTOR AND DOCUMENTED IN THE INDIVIDUAL GRANT POST AWARD FILES. PROGRESS REPORTS INCLUDE A DESCRIPTION OF THE RESEARCH WORK ACCOMPLISHED, FUNDS USED, LESSONS LEARNED AND OTHER OUTCOMES. FINAL REPORTS ARE DUE WITHIN TWO MONTHS OF THE COMPLETION OF THE GRANT PERIOD AND MUST ACCOUNT FOR THE ENTIRE GRANT AMOUNT. PROGRAM STAFF COMMUNICATE DIRECTLY WITH GRANT RECIPIENTS TO RESOLVE QUESTIONS OR DISCREPANCIES. THIS PROCESS IS DOCUMENTED IN THE GRANT AGREEMENT BETWEEN THE GRANTEE INSTITUTION AND THE ORGANIZATION. THE PANCREATIC CANCER ACTION NETWORK HAS ESTABLISHED OTHER GRANT AGREEMENTS TO FUND SCIENTIFIC INITIATIVES IN CLINICAL TRIALS RESEARCH AND EARLY DETECTION OF PANCREATIC CANCER. X X X X X X 1 1 0 1 0 0 0 0 0 JULIE FLESHMAN PRESIDENT & CEO/DIRECTOR 474551 0 172000 0 31500 0 11600 0 26237 0 715888 0 0 0 SUDHEER DOSS CHIEF BUSINESS OFFICER 335965 0 90000 0 0 0 11600 0 12757 0 450322 0 0 0 ANNE-MARIE DULIEGE CHIEF MEDICAL OFFICER THRU 3/2022 360895 0 31945 0 0 0 5400 0 15524 0 413764 0 0 0 LYNN MATRISIAN CHIEF SCIENCE OFFICER 307476 0 55000 0 0 0 11600 0 11286 0 385362 0 0 0 LORI STEVENS CHIEF DEVELOPMENT OFFICER 269620 0 80000 0 0 0 11308 0 13167 0 374095 0 0 0 THOMAS CROAL CFO THRU 6/2021 179895 0 55000 0 103000 0 5665 0 12207 0 355767 0 0 0 EDWINA MOSSETT CHIEF PEOPLE OFFICER 276080 0 55000 0 0 0 11600 0 7622 0 350302 0 0 0 JODI LIPE CHIEF MARKETING AND COMMUNICATIONS O 263614 0 55000 0 0 0 11600 0 13293 0 343507 0 0 0 RICHARD LEONARD NATIONAL DIRECTOR, LEADERSHIP GIVING 232046 0 35000 0 0 0 9494 0 9812 0 286352 0 0 0 PART I, LINES 4A-B LINE 4A: THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING FISCAL YEAR ENDED JUNE 30, 2022: THOMAS CROAL $103,000 LINE 4B: THE FOLLOWING INDIVIDUAL PARTICIPATES IN A NON-QUALIFIED TAXABLE RETIREMENT PLAN OF THE ORGANIZATION. THE AMOUNT SHOWN REPRESENTS THE ORGANIZATION'S EMPLOYER CONTRIBUTION TO THE PLAN FOR THE YEAR ENDED JUNE 30, 2022: JULIE FLESHMAN $19,500 PART I, LINE 5 THE PERFORMANCE INCENTIVE PLAN REWARDS OUR VALUED TEAM MEMBERS IF CERTAIN REVENUE GOALS ARE REACHED. X 77 606066 FMV X 1 45000 SELLING PRICE X 19 13858 FMV X GIFT CARDS 9 1820 FMV X SUPPLIES 1 220 FMV 1 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE THE PROCESS THE ORGANIZATION USES TO REVIEW FORM 990. THE ORGANIZATION'S AUDIT AND INVESTMENT COMMITTEE ("AIC") RECEIVES AND REVIEWS THE DRAFT OF THE FORM 990, INCLUDING SCHEDULES, PRIOR TO THE FILING OF THE RETURN. A MEETING OF THE AIC, INCLUDING THE PRESIDENT AND CEO, VP OF FINANCE, THE CFO, THE CONTROLLER, AND THE OUTSIDE CPA FIRM, IS THEN HELD TO REVIEW AND REVISE THE DRAFT OF THE FORM 990 AS NECESSARY. UPON APPROVAL OF THE DRAFT FORM 990 BY THE AIC, THE FINAL FORM 990, WITH CHANGES REFLECTED, IF ANY, IS E-MAILED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. UPON BOARD APPROVAL, THE FINAL FORM 990 IS FILED ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C DESCRIBE HOW THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. THE BOARD OF DIRECTORS IS REQUIRED TO SUBMIT AN UPDATED CONFLICT OF INTEREST STATEMENT ANNUALLY. TO THE EXTENT THAT RELATIONSHIPS ARE IDENTIFIED VIA THESE STATEMENTS AND OTHER INFORMATION, THE INDIVIDUAL'S CONSTITUENT RECORD IS UPDATED TO INCLUDE THIS INFORMATION, FACILITATING PERIODIC QUERIES, AS NECESSARY. THE MEMBER WITH A CONFLICT MUST IDENTIFY THE CONFLICT AT ANY BOARD MEETING WHERE THE CONFLICT IS RELEVENT. THE MEMBER CANNOT BE PRESENT AT ANY PART OF THE MEETING WHERE THE RELEVENT TOPIC IS DISCUSSED OR VOTED ON. THE MEMBER CANNOT BE COUNTED FOR A QUORUM. FORM 990, PART VI, SECTION B, LINE 15 DESCRIBE THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS, EXECUTIVES, AND EMPLOYEES. THE BOARD COMPENSATION COMMITTEE IS RESPONSIBLE FOR THE ANNUAL REVIEW AND APPROVAL OF THE COMPENSATION FOR TOP-LEVEL EXECUTIVE MANAGEMENT, OFFICERS, AND KEY EMPLOYEES. THE CHIEF PEOPLE OFFICER STAYS ABREAST OF INDUSTRY SALARY LEVELS AND ALERTS THE COMMITTEE TO ANY CHANGE IN SALARY LEVELS. INDEPENDENT PROFESSIONAL EXPERTS ARE CALLED UPON FOR HIGHER-LEVEL POSITIONS AND ASSIST IN ESTABLISHING EXECUTIVE SALARIES IN THE COMPETITIVE MARKETPLACE. SALARIES IN BOTH FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS ARE EVALUATED IN ORDER TO ATTRACT THE MOST TALENTED PERSONNEL. INFORMATION IS GATHERED, ANALYZED AND REPORTED TO THE COMMITTEE PRIOR TO THEIR MEETINGS ON COMPENSATION WITH THE INTENT OF ENSURING THAT THE EXECUTIVE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. THE REVIEW INCLUDES INCENTIVE PLANS AND ALL FRINGE BENEFITS AS WELL AS BASE SALARY ARRANGEMENTS. THE BOARD ESTABLISHES THE CEO/PRESIDENT SALARY LEVEL DURING THE EXECUTIVE SESSION OF A CALLED BOARD MEETING. ONCE APPROVED, EXECUTIVE COMPENSATION PACKAGES ARE FORMALIZED IN WRITING AND, ONCE ACCEPTED BY THE EXECUTIVE, RETAINED IN THE PERSONNEL FILE(S). FORM 990, PART VI, SECTION C, LINE 19 DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE ORGANIZATION HAS A FORMAL POLICY FOR PUBLIC DISCLOSURE AND INSPECTION OF DOCUMENTS. THE POLICY IS POSTED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VIII, LINE 1E, PPP LOAN FORGIVENESS: IN MARCH 2020, CONGRESS PASSED THE PAYCHECK PROTECTION PROGRAM (PPP), AUTHORIZING LOANS TO SMALL BUSINESSES FOR USE IN PAYING EMPLOYEES THAT THEY CONTINUE TO EMPLOY THROUGHOUT THE COVID-19 PANDEMIC AND FOR RENT, UTILITIES, AND INTEREST ON MORTGAGES. LOANS OBTAINED THROUGH THE PAYCHECK PROTECTION PROGRAM ARE ELIGIBLE TO BE FORGIVEN AS LONG AS THE PROCEEDS ARE USED FOR QUALIFYING PURPOSES AND CERTAIN OTHER CONDITIONS ARE MET. IN JUNE 2020, THE ORGANIZATION RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $1,950,000 UNDER THE PPP. ON AUGUST 6, 2021, THE SMALL BUSINESS ADMINISTRATION APPROVED FORGIVENESS OF THE PPP LOAN IN FULL. THE ORGANIZATION RECOGNIZED FORGIVENESS OF THE PPP LOAN AS REVENUE DURING THE YEAR ENDED JUNE 30, 2022. FORM 990, PART IX, LINE 11G CLINICAL RESEARCH: PROGRAM SERVICE EXPENSES 8,174,086. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,174,086. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,503,317. MANAGEMENT AND GENERAL EXPENSES 1,024,990. FUNDRAISING EXPENSES 909,349. TOTAL EXPENSES 4,437,656. FORM 990, PART XI, LINE 9: RETURN OF UNUSED GRANT FUNDS 137. FORM 990 PART VI, LINE 10B: LOCAL CHAPTERS, BRANCHES, OR AFFILIATES: COMPANY "AFFILIATES" CONSIST OF VOLUNTEERS WHO AGREE TO PERFORM THEIR VOLUNTEER ACTIVITIES IN COMPLIANCE WITH GUIDELINES PROVIDED IN A COMMUNITY ENGAGEMENT AFFILIATE AGREEMENT. THERE ARE NO NON-VOLUNTEER AFFILIATES, CHAPTERS OR BRANCHES (E.G., NO LEGAL ENTITIES). FORM 990, PART VIII, LINE 8C: FUNDRAISING EVENT NET INCOME: THE PANCREATIC CANCER ACTION NETWORK AND THEIR NETWORK OF VOLUNTEER AFFILIATES HELD WALKS, RUNS, AND BIKE EVENTS ALL OVER THE NATION TO BOTH FUNDRAISE AND RAISE PUBLIC AWARENESS ABOUT PANCREATIC CANCER. ALL REVENUE RAISED FROM THE EVENTS ARE CONSIDERED TO BE CHARITABLE CONTRIBUTIONS. THE ENTITY DOES INCUR EXPENSES IN CONDUCTING THE EVENTS, BUT BECAUSE ALL INCOME IS CATEGORIZED AS CONTRIBUTION REVENUE, IT IS REPORTED AS A LOSS FROM SPECIAL EVENTS, EVEN THOUGH THE EVENT WAS PROFITABLE.