2022-11-07T06:57:01-06:00 2021-12-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2021-01-01 742655302 THE HOPE FOUNDATION HOPE 7349987150 24 FRANK LLOYD WRIGHT DR 3600A ANN ARBOR MI 48106 JOHANNA HORN PRESIDENT & CEO 7349987150 2022-10-26 1 JOHANNA HORN 999009999 BRANDY L MIKULA CPA P00645694 5173237500 2022-10-12 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z JOHANNA HORN 24 FRANK LLOYD WRIGHT DR 3600A ANN ARBOR MI 48106 20492043 0 X WWW.THEHOPEFOUNDATION.ORG X 1993 TX TO RAISE AND CONTRIBUTE FUNDS FOR THE TREATMENT AND PREVENTION OF CANCER. 16 15 59 20 0 0 3675507 4299705 2866300 2687773 1074498 2867414 15 18250 7616320 9873142 1388680 1379089 0 0 4412235 4680317 0 0 120852 1618101 1805045 7419016 7864451 197304 2008691 59783233 67036351 29093850 26819165 30689383 40217186 X AS THE PHILANTHROPIC ARM OF THE SWOG CANCER RESEARCH NETWORK, THE HOPE FOUNDATION STRIVES TO PROVIDE FUNDING AND RESOURCES FOR CANCER CLINICAL TRIALS RESEARCH IN VARIOUS FORMS OF ADULT CANCERS. FELLOWSHIPS, RESEARCH GRANTS, PROFESSIONAL MEDICAL EDUCATION TRAINING SESSIONS, TECHNICAL EQUIPMENT, AND MEETING COORDINATION ARE FUNDED BY THE FOUNDATION. 0 0 6384124 1379089 2706023 SUPPORT OF CANCER RESEARCH GROUPS. 214336 SUPPORT RESEARCH AND EDUCATION, INCLUDING SPRING AND FALL 2021 GROUP MEETINGS OF SWOG. FORMERLY THE SOUTHWEST ONCOLOGY GROUP, SWOG IS ONE OF FIVE COOPERATIVE GROUPS IN THE NCI'S NATIONAL CLINICAL TRIALS NETWORK. 6598460 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 19 0 1 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X X X JOHANNA HORN 7349987150 24 FRANK LLOYD WRIGHT DR 3600A ANN ARBOR MI 48106 MICHAEL LEBLANK PHD DIRECTOR (ENDED 10/21) 0.20 X 0 0 0 JASON ZELL MD DIRECTOR (ENDED 10/21) 0.20 X 0 0 0 DIANE ZIPURSKY QUALE DIRECTOR (ENDED 10/21) 0.20 X 0 0 0 CATHY TANGEN PHD DIRECTOR (STARTED 10/21) 0.20 X 0 0 0 SARAH GOLDBERG MD DIRECTOR (STARTED 10/21) 0.20 X 0 0 0 SYED AHMAD MD DIRECTOR (STARTED 10/21) 0.20 X 0 0 0 ANJALI ADVANI MD DIRECTOR 0.20 X 0 0 0 MARIANA CHAVEZ MAC GREGOR MD DIRECTOR 0.20 X 0 0 0 JOSEPH UNGER PHD DIRECTOR 0.20 X 1250 0 0 PRIMO LARA JR MD DIRECTOR 0.20 X 0 0 0 GARY H LYMAN MD DIRECTOR 0.20 X 0 0 0 LAJOS PUSZTAI MD DPH DIRECTOR 0.20 X 0 0 0 RAYMOND OSAROGIAGBON MD DIRECTOR/ CHAIR 0.20 X X 0 0 0 DON S DIZON MD DIRECTOR/ VICE CHAIR 0.20 X X 0 0 0 JAMES M RAE PHD SECRETARY/ DIRECTOR 0.20 X X 1000 0 0 CHARLES D BLANKE MD CHAIR/SWOG CHAIR 0.20 X X 0 0 0 CAVITT RANDALL TREASURER 0.20 X X 0 0 0 JOHANNA HORN MSW PRESIDENT & CEO 40.00 X X 194342 0 35971 DAVID GIBSON DIRECTOR/ SECRETARY 0.20 X X 0 0 0 LEE M ELLIS MD VICE CHAIR (ENDED 10/21) 0.20 X X 0 0 0 DANA SPARKS DIRECTOR OF PC & OPERATIONS 40.00 X 148214 0 29294 NORBERT STRAUSS ASSISTANT DIRECTOR OF OPERATIONS 40.00 X 100541 0 28303 ELAINE ARMSTRONG QUALITY ASSURANCE MANAGER 40.00 X 103000 0 28711 MORGAN COX DIRECTOR OF COMMUNICATIONS & DEVELOPMENT 40.00 X 100446 0 22837 EDITH VAN PUTTEN SWOG LEAD ATTORNEY 40.00 X 122557 0 29325 771350 0 174441 6 0 1 0 0 3690510 609195 4299705 SERVICE FEES 900099 1355142 1355142 ADMINISTRATIVE FEES 561000 1332631 1332631 2687773 2000529 2000529 11485786 10618901 866885 866885 866885 OTHER INCOME 900099 18250 18250 18250 9873142 2706023 0 2867414 1351357 1351357 4613 4613 23119 23119 232563 197636 29455 5472 3227394 2742601 408899 75894 290534 247052 36574 6908 662489 562884 84070 15535 267337 227219 33813 6305 1968 1968 24752 24752 153497 153497 595760 588362 7398 25858 25858 112733 56691 56042 132248 70441 61807 208873 110375 98498 88055 87345 710 214336 214336 8789 1685 7104 18305 18305 MISCELLANEOUS EXPENSE 109762 63624 35400 10738 TELECOMMUNICATIONS 52557 49120 3437 BANK FEES 24174 24174 STAFF AND BOARD DEVELOP 19462 19462 13916 13916 7864451 6598460 1145139 120852 1267524 8040 2307183 5002039 50000 2286981 3837835 116917 152378 436612 398230 47171 38382 46791362 48452352 6966095 9495325 59783233 67036351 2058472 6919383 553639 26481739 19899782 29093850 26819165 X 28945288 38282291 1744095 1934895 30689383 40217186 59783233 67036351 2008691 1813263 5705849 0 X 0 1 X 1 1 1 X 4173116 4776898 4540229 3675507 4299705 21465455 4173116 4776898 4540229 3675507 4299705 21465455 540900 20924555 2057721 1766101 1740708 1074498 2000529 8639557 30105012 13923736 0.69510 0.71530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56140 56140 0 380472 342090 38382 38382 LIMITED PARTNERSHIP-SEAPORT GLOBAL PROPERTY SECURITIES FUND, L.P 1614236 F LIMITED PARTNERSHIP- PARAMETRIC DEFENSE EQUITY FUND LLC 5713168 F LIMITED PARTNERSHIP- PIMCO TACTICAL OPPORTUNITIES OFFSHORE FUND, L.P 2167921 F 9495325 ASSETS HELD FOR OTHERS 19159635 PUBLIC FUNDS 740147 19899782 X 11532908 1813263 1813263 9719645 153497 153497 9873142 7710954 0 7710954 153497 153497 7864451 PART X, LINE 2: IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE, AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE, AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE TO FOUR YEARS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 153,497. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 153,497. 1 0 0 0 0 0 0 0 0 0 EUROPE (INCLUDING ICELAND & GREENLAND) BREAST CANCER SUPPORT-S1007 23119 WIRE 0 1 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 0 BECKMAN RESEARCH INSTITUTECITY OF HOPE 1500 EAST DUARTE RD DUARTE CA 91010 953432210 501(C)(3) 57969 0 STRS FUNDING TRIAL S1820 BOSTON VA RESEARCH INSTITUTE INC 5 POST OFFICE SQUARE 16-028 BOSTON MA 02109 043081524 501(C)(3) 50000 0 VA INTEGRATION SUPPORT CLEVELAND VA MEDICAL RESEARCH AND EDUCATION FOUNDATION 10701 EAST BLVD VAMC 151C W CLEVELAND OH 44106 341710663 501(C)(3) 50000 0 VA INTEGRATION SUPPORT COLUMBIA UNIVERSITY MEDICAL CENTER 161 FORT WASHINGTON AVENUE NEW YORK NY 10032 135598093 501(C)(3) 10801 0 GRANT WRITING WORKSHOP COLUMBIA UNIVERSITY MEDICAL CENTER 161 FORT WASHINGTON AVENUE NEW YORK NY 10032 135598093 501(C)(3) 50000 0 CAREER ENGAGEMENT AWARD COLUMBIA UNIVERSITY MEDICAL CENTER 161 FORT WASHINGTON AVENUE NEW YORK NY 10032 135598093 501(C)(3) 171753 0 SWOG/HOPE IMPACT FRED HUTCHINSON CANCER RESEARCH 1100 FAIRVIEW AVE N SEATTLE WA 981091024 237156071 501(C)(3) 13624 0 STRS FUNDING TRIAL S1820 FRED HUTCHINSON CANCER RESEARCH 1100 FAIRVIEW AVE N SEATTLE WA 981091024 237156071 501(C)(3) 140562 0 STATISTICAL DAT MANAGEMENT SUPPORT FRED HUTCHINSON CANCER RESEARCH 1100 FAIRVIEW AVE N SEATTLE WA 981091024 237156071 501(C)(3) 62500 0 SOCIAL DETERMINANTS OF HEALTH H LEE MOFFITT CANCER CENTER 12902 MAGNOLIA DR TAMPA FL 336129416 593238636 501(C)(3) 50000 0 COLTMAN FELLOWSHIP LOYOLA UNIVERSITY MEDICAL CENTER 2160 SOUTH FIRST AVE BLDG 101 STE 1752 MAYWOOD IL 60153 364015560 501(C)(3) 50000 0 DIVERSITY, EQUITY AND INCLUSION OREGON HEALTH AND SCIENCES UNIVERSITY 3181 SW SAM JACKSON PARK RD PORTLAND OR 972393098 931176109 501(C)(3) 125000 0 SWOG/HOPE IMPACT PHILADELPIA RESEARCH AND EDUCATION 3900 WOODLAND AVE MS 151 PHILADELPHIA PA 19104 233066002 501(C)(3) 50000 0 VA INTEGRATION SUPPORT REGENTS OF THE UNIVERSITY OF MICHIGAN 1000 VICTORS WAY SUITE 1A ANN ARBOR MI 481082744 386006309 501(C)(3) 31602 0 SWOG/HOPE SEED FUNDING REGENTS OF THE UNIVERSITY OF MICHIGAN 1000 VICTORS WAY SUITE 1A ANN ARBOR MI 481082744 386006309 501(C)(3) 50000 0 CAREER ENGAGEMENT AWARD THE RESEARCH INSTITUTENATIONWIDE CHILDRENS 700 COLUMBUS DRIVE COLUMBUS OH 43205 316056230 501(C)(3) 5773 0 STRS FUNDING - TRIAL S1609 UNIVERSITY OF COLORADO DENVER 13001 E 17TH PLACE MS F547 AURORA CO 80045 846000555 501(C)(3) 50000 0 COLTMAN FELLOWSHIP UNIVERSITY OF HAWAII OFFICE OF RESEARCH SERVICES 2425 CAMPUS RD RM1 HONOLULU HI 96822 996000354 501(C)(3) 60030 0 SWOG/HOPE SEED FUNDING UNIVERSITY OF TEXAS MD ANDERSON 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 501(C)(3) 62495 0 SWOG/HOPE SEED FUNDING UNIVERSITY OF WASHINGTON 9750 3RD AVE NE SUITE 400 BOX 358738 SEATTLE WA 98115 916001537 501(C)(3) 137963 0 SWOG/HOPE IMPACT WAKE FOREST UNIVERSITY HEALTH SCIENCES OFFICE OF SPONSORED PROGRAMS MEDICAL CENTER BLVD WINSTONSALEM NC 27157 223849199 501(C)(3) 32678 0 DIVERSITY, EQUITY AND INCLUSION 21 TRAVEL ASSISTANCE 4 4613 X 1 1 X X X 0 0 0 0 0 0 0 0 0 JOHANNA HORN MSW PRESIDENT & CEO 194342 0 0 0 0 0 17438 0 18533 0 230313 0 0 0 DANA SPARKS DIRECTOR OF PC & OPERATIONS 148214 0 0 0 0 0 15020 0 14274 0 177508 0 0 0 EDITH VAN PUTTEN SWOG LEAD ATTORNEY 122557 0 0 0 0 0 12302 0 17023 0 151882 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD PRESIDENT/ CEO, CHAIR, AND SECRETARY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THERE IS A CONFLICT OF INTEREST COMMITTEE THE MANAGES ANY REPORTED CONFLICTS. CONFLICT FORMS ARE REQUESTED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY STRUCTURE OF THE ORGANIZATION, INCLUDING KEY PERSONNEL, IS BENCHMARKED EVERY 3 YEARS AGAINST NATIONAL DATA, INCLUDING FORMAL COMPENSATIONS SURVEYS EVERY 5 YEARS TO MAINTAIN RELEVANCY WITH MARKET FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. SWOG CLINICAL TRIALS PARTNERSHIPS LLC 24 FRANK LLOYD WRIGHT DRIVE ANN ARBOR MI 48105 261146046 CANCER CLINICAL TRIALS TX 1744873 28564206 THE HOPE FOUNDATION