2014-05-14T10:20:16-05:00 2013-06-30 990 2012-07-01 236296135 The Institute For Cancer Research INST 2157283824 3509 N Broad Street No Rm 936 Philadelphia PA 19140 Anthony Diasio 2157283824 2014-05-14 2012 2015-11-30 17:44:51Z X Anthony Diasio 333 Cottman Avenue Philadelphia PA 19111 64498907 0 X N/A X 1944 DE To prevail over cancer, marshalling heart and mind in bold scientific discovery, pioneering prevention and compassionate care. 15 14 854 0 37470233 0 17664707 25710476 0 37470233 1104330 795354 932768 522844 19701805 64498907 273255 3685744 0 0 23594337 52120023 0 0 2177849 5874722 21231096 29742314 77036863 -10040509 -12537956 136225031 124201692 53875401 60915643 82349630 63286049 To prevail over cancer, marshalling heart and mind in bold scientific discovery, pioneering prevention and compassionate care. 0 0 34163195 28847769 The Institute for Cancer Research and its Research programs are renowned world-wide for their work in understanding both normal and abnormal cell growth. Scientists are involved in studies of genes that cause or inhibit cancer growth, virology, immunology, chemical carcinogens, cell growth and interaction and gene expression. In recent years, research has increasingly emphasized molecular oncology and genetics, areas which bridge advancing knowledge from the laboratory with new clinical approaches. 19781556 8622464 The research facilities have been structured to fulfull the needs of the multi-disciplinary research programs at Fox Chase Cancer Center. The facilities have been designed to enhance ongoing research by supplying information, reagents, and technical expertise that are not readily available to the individual investigator. 53944751 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 108 0 1 854 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 1 0 PA DE X X Anthony Diasio 2157283824 333 Cottman Avenue Philadelphia PA 19111 Lewis Gould 1.00 8.00 X X 0 0 0 Margot Keith 1.00 3.00 X X 0 0 0 Ronald Donatucci 1.00 5.00 X 0 0 0 Lewis Katz 1.00 5.00 X 0 0 0 Solomon Luo MD 1.00 8.00 X 0 0 0 Christopher McNichol 1.00 5.00 X 0 0 0 Joseph Evans 1.00 6.00 X 0 0 0 Edward Glickman 1.00 6.00 X 0 0 0 Lon Greenberg 1.00 7.00 X 0 0 0 Thomas Hofmann 2.00 4.00 X 0 0 0 David Marshall 1.00 6.00 X 0 0 0 Dr John Daly 1.00 4.00 X 0 737193 51372 Donald Morel PhD 1.00 4.00 X 0 0 0 Daniel Polett 1.00 6.00 X 0 0 0 Dr Thomas Shenk 1.00 4.00 X 0 0 0 Verdi DiSesa MD 1.00 49.00 X 0 820873 44901 Beth Koob 1.00 49.00 X 0 528081 88175 Betty McAdams 1.00 49.00 X 0 80588 22822 Carmel Vahey 1.00 49.00 X 0 53817 18113 Judith Bachman 1.00 49.00 X 0 0 12525 Anthony Diasio 2.00 48.00 X 0 260791 35816 Robert Lux 1.00 49.00 X 0 604747 129704 Richard Fisher MD 2.00 48.00 X 0 0 0 Michael Seiden MD 2.00 48.00 X 0 602974 26971 Thomas Albanesi 2.00 48.00 X 0 419783 47740 Joanne Hambleton 1.00 49.00 X 0 263643 21524 Gary Weyhmuller 1.00 49.00 X 0 398028 26167 J Robert Beck MD 25.00 25.00 X 462937 0 38765 Jonathan Chernoff 50.00 0.00 X 417715 0 74898 Mary Daly 22.00 28.00 X 385671 0 75689 Anna Skalka 50.00 0.00 X 299888 0 78598 Jose Russo 50.00 0.00 X 257056 0 49151 Joseph Testa 50.00 0.00 X 239702 0 71037 2062969 4770518 913968 75 0 1 0 Ernest Bock & Sons Inc 2800-A Southampton Rd Philadelphia PA 19154 Professional Service 8659067 Temple University Health System 2450 W Hunting Park Ave Philadelphia PA 19129 Professional Service 1516962 Trustees of the University of Pennsylvan 133 S 36th St Ste 300 Philadelphia PA 19104 Professional Service 1265103 Pennsylvania State University 227 W Beaver Ave State College PA 19801 Professional Service 589357 Harmelin Media 525 Righters Ferry Road Bala Cynwyd PA 19004 Professional Service 513399 42 6710109 3482376 15517991 25710476 Research Programs 28847769 28847769 Research Facilities 8622464 8622464 37470233 795354 795354 522844 522844 64498907 0 37470233 1318198 3685744 3685744 2087632 1196662 890970 38376904 25219300 12114884 1042720 11655487 7808350 3560338 286799 6253800 6253800 62316 14034 48282 -578941 1766341 -3081132 735850 10533 10533 4135897 4135897 634968 530521 85160 19287 225683 126416 85780 13487 916471 916471 4437776 4437776 172612 172612 Supplies and Chargeback 4959981 4840565 39710 79706 77036863 53944751 20914263 2177849 1071676 1695227 7624185 9648425 33055834 2610194 137304 1188640 1060091 40492148 4036755 65129167 36455393 7482867 17870505 0 7187123 2802157 65407935 136225031 124201692 7470770 44323335 7343638 1514234 1280819 39060993 13797255 53875401 60915643 X 23585470 -5087974 12278615 14019407 46485545 54354616 82349630 63286049 136225031 124201692 X -12537956 -6525625 X 0 1 X 1 1 1 X American Oncologic Hospital Philadelphia PA RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 10903 34211 10903 34211 73297235 289128719 73308138 289162930 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 50284 61948 47718 10903 170853 250000 250000 250000 250000 1000000 1500000 Part IV, Supplemental Information: Schedule C Part II-a - Affiliated Group Attachment The American Oncologic Hospital Inc - EIN 23-1352156 3509 N Broad Street - Philadelphia, PA 19140 Expenses $23,000 The Institute for Cancer Research - EIN 23-6396135 3509 N Broad Street - Philadelphia, PA 19140 Expenses $0 Fox Chase Cancer Center Medical Group - EIN 45-4540585 3509 N Broad Street - Philadelphia, PA 19140 Expenses $0 Fox Chase Network - EIN 23-2467337 3509 N Broad Street - Philadelphia, PA 19140 Expenses $0 3430521 9626931 244782 0 2417071 0 10885163 3660479 -37331 -82030 110597 0 0 3430521 3161294 11573 750380 262768 0 0 3660479 3552556 1000 309714 76976 625000 0 3161294 8093846 279853 -1518099 16591 3286453 0 3552556 0.00000 0.06500 0.93500 1 1 1 1056000 1056000 24281125 615934 23665191 14630627 3420821 11209806 524396 524396 36455393 Beneficial Interest in Foundation 37040292 Temporarily Restricted Cash - PNC 6955407 Funds Held in Trust 14400640 Permanently Restricted Cash - PNC 3978135 CRUT 1085115 Deferred Patent Expense 1009995 Other Assets 938351 65407935 FAS 143 Asset Retirement Obligation 655971 L/T Worker's Compensation 651452 Post Employment Liability 319220 Post Retirement Benefit Liability 1685612 Intercompany Loan Payable TUH 10485000 13797255 Description of Intended Use of Endowment Funds: Part V, Line 4: Appointment to an endowed chair rewards a scientist's professional contributions, recognizes the value of his or her research endeavors, and safeguards the funding needed to continue these pioneering inquiries. Those who support a chair endowment become vital partners in our scientists' groundbreaking, lifesaving discoveries. Endowing and naming a chair provides the opportunity to honor a loved one with a memorial that will last for many, many years. Endowed chairs provide a steady and predictable flow of funds in perpetuity, allowing the institution to strengthen the quality of its programs and services beyond levels that their funding sources alone could support. Temporarily restricted funds give the Institute for Cancer Research the flexible funding to initiate new research programs for the prevention, detection, and treatment of cancer. The funds assist patients and their families to receive the best support and provide important services to the community. 0 The American Oncologic Hospital 3509 N Broad Street Philadelphia PA 19140 231352156 3685744 Spending of Contributions 1 Wm. J. Avery Endowed Postdoctoral Fellowship 3 57160 Reimann Fellowship 1 111646 Lawrence Greenwald Postdoctoral Fellowship 3 39092 ICR Postdoctoral Fellowship 1 23350 Elizabeth Knight Patterson Fellowship 2 22153 Greenberg Fellowship 5 57336 F.M. Kirby Postdoctoral Fellowship 1 40602 The reoganization made grants for tax-exempt purposes only to one related organization under common control. 0 0 0 0 0 0 0 0 0 Dr John Daly 0 359970 0 0 0 377223 0 0 0 51372 0 788565 0 0 Verdi DiSesa MD 0 745873 0 0 0 75000 0 0 0 44901 0 865774 0 0 Beth Koob 0 401883 0 99096 0 27102 0 33212 0 54963 0 616256 0 0 Anthony Diasio 0 225791 0 35000 0 0 0 8605 0 27211 0 296607 0 0 Robert Lux 0 444107 0 136573 0 24067 0 52995 0 76709 0 734451 0 0 Michael Seiden MD 0 582100 0 0 0 20874 0 0 0 26971 0 629945 0 0 Thomas Albanesi 0 366008 0 35000 0 18775 0 9616 0 38124 0 467523 0 0 Joanne Hambleton 0 238261 0 25000 0 382 0 9531 0 11993 0 285167 0 0 Gary Weyhmuller 0 342856 0 55000 0 172 0 9859 0 16308 0 424195 0 0 J Robert Beck MD 383255 0 75000 0 4682 0 9622 0 29143 0 501702 0 0 0 Jonathan Chernoff 394412 0 20000 0 3303 0 22500 0 52398 0 492613 0 0 0 Mary Daly 347749 0 35000 0 2922 0 22500 0 53189 0 461360 0 0 0 Anna Skalka 299108 0 0 0 780 0 22500 0 56098 0 378486 0 0 0 Jose Russo 248017 0 0 0 9039 0 12401 0 36750 0 306207 0 0 0 Joseph Testa 226848 0 7500 0 5354 0 22500 0 48537 0 310739 0 0 0 Supplemental Information Part III Part I, Line 4a - Susan Higman Tofani served as Sr VP Clinical Services of the Institute for Cancer Research, Fox Chase Network and Fox Chase Medical Group and was paid a severance payment in calendar year 2012 of $149,999. Joseph Hediger served as Chief Financial Officer of the Institute for Cancer Research, Fox Chase Network and Fox Chase Medical Group and was paid a severance payment in calendar year 2012 of $5,769. Form 990, Part VI, Section A, line 1 Pursuant to the organizations bylaws, the members of the Executive Committee of the sole member, The American Oncologic Hospital, serve as the members of the Executive Committee of the organization. These individuals also serve on the organizations Board of Directors. The Executive Committee is authorized to act for the Board between its regular meetings. Form 990, Part VI, Section A, line 4 Significant amendments were made to the organization's certificate of incorporation and bylaws to effect its affiliation with Temple University Health System, Inc on July 1, 2012. Temple University Health System Inc became the sole member of the American Oncologic Hospital which became the sole member of the organization. Form 990, Part VI, Section A, line 6 The sole member of the organization is The American Oncologic Hospital. Effective July 1, 2012, the Board of Directors of the member, which is appointed by and subject to removal by Temple University Health System, Inc serves as the organization's Board of Directors. The approval of the member is required for any of the following actions by the organization, (a) any dissolution or liquidation, (b) any merger, (c) any amendments to the certificate of incorporation, (d) any amendments to the bylaws regarding Temple University Health System, Inc, the member, the number of directors, quorum or voting requirements, (e) the sale, pledge, lease (but only a lease from the organization of substantially all of the organizations real property), or other transfer of the assets of the organization other than transactions occurring in the ordinary course of business, (f) any decision to merge, acquire, or enter into an affiliation with medical schools or medical school hospitals other than Temple University's, (g) the deletion of any clinical programs that are needed for the accreditation of Temple University School of Medicine, (h) the adoption of the organizations annual capital and operating budgets, (i) the issuance or assumption of any indebtedness in excess of five hundred thousand ($500,000), and (j) the execution of any contract providing for the management of the organization. The Audit and Compliance Committee and the Finance and Investment Committee of Temple University Health System Inc became the organizations Audit and Compliance Committee and Finance and Investment Committee also. Upon dissolution, the organizations assets, with the exception of land, will be distributed to The American Oncologic Hospital. Form 990, Part VI, Section A, line 7a Please refer to the response for question #6 Form 990, Part VI, Section A, line 7b Please refer to the response for question #6 Form 990, Part VI, Section B, line 11 After review by management and outside tax counsel, the 990 and 990T (if any) are posted to the website of the Secretary's Office. Each Board member is contacted and provided with the web address. A Board member without internet access is provided a paper copy to review. The website and paper mailing have an overview of the 990 and 990T preperation process and internal reviews. Each Board member is asked to review the 990 and 990T within 2 weeks and contact the Chief Financial Officer with any questions. Form 990, Part VI, Section B, line 12c The Office of the Secretary provides each director and officer with copies of the Conflict of Interest Policy and a disclosure statement to be completed on an annual basis. The Office of the Secretary reviews the completed disclosure statements which are reviewed in summary format by a committee of the Board of Directors and any recommended actions are presented to the full Board of Directors. In addition to completing the annual disclosure statement, directors and officers must disclose potential or actual conflicts on an ongoing basis as matters arise. All disclosures are evaluated and a determination of whether a conflict exists is made by the Board or a committee of the Board. Form 990, Part VI, Section B, line 15b There is a compensation committee that reviews and approves all total compensation of executive / key personnel at Temple University Health System through an evaluation performed by an external compensation expert before the compensation is approved. Form 990, Part VI, Section C, line 19 The Unaudited Internal Financial Statements of the Temple University Health System and certain of its related organizations are distributed and made available to the public at the end of each quarter per the Systems Continuing Disclosure Agreement (Series of 2012 Bonds) through Digital Assurance Corp (DAC), the Municipal Services Reporting Board EMMA disclosure site and the Health Systems Financial website. The Annual Audited Financial Statements are also released to the public in the same manner. To the extent required by applicable law, the organization makes its governing documents available to the public upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: Consideration Paid - Inherent Contribution 62,019,341. Legislative Appropriation for Purchase of PPE 5,604,733. Investment Income(Loss) 1,536,892. Change in Value of Beneficial Interest 6,758,988. Other -95,949. Beginning Net Assets -82,349,630. Temple University of the Commonwealth System of Higher Ed 1330 W Berks Philadelphia PA 19122 231365971 Education PA 501c3 Line 2 N/A 0 Temple University Health System Inc 3509 N Broad St 9th Flr Philadelphia PA 19140 232825881 Health Care PA 501c3 Line 11a, I Temple University of the Commonwealth System of Higher Ed 0 Temple University Hospital Inc 3509 N Broad St 9th Flr Philadelphia PA 19140 232825878 Health Care PA 501c3 Line 3 Temple University Health System Inc 0 Jeanes Hospital 3509 N Broad St 9th Flr Philadelphia PA 19140 232826045 Health Care PA 501c3 Line 3 Temple University Health System Inc 0 Temple Physicians Inc 3509 N Broad St 9th Flr Philadelphia PA 19140 232790607 Health Care PA 501c3 Line 9 Temple University Health System Inc 0 Temple Health Transport Teaem Inc 3509 N Broad St 9th Flr Philadelphia PA 19140 753084023 Health Care PA 501c3 Line 9 Temple University Health System Inc 0 Temple East Inc 3509 N Broad St 9th Flr Philadelphia PA 19140 232547305 Health Care PA 501c3 Line 11a, I Temple University Hospital 0 Temple University Health System Foundation 3509 N Broad St 9th Flr Philadelphia PA 19140 232916108 Health Care PA 501c3 Line 11a, I Temple University Hospital 0 Episcopal Hospital 3509 N Broad St 9th Flr Philadelphia PA 19140 231365351 Health Care PA 501c3 Line 11a, I Temple University Hospital 0 Temple East Real Estate Inc 3509 N Broad St 9th Flr Philadelphia PA 19140 201776524 Health Care PA 501c3 Line 11a, I Temple University Hospital 0 Jeanes Hospital Auxiliary 7600 Central Avenue Philadelphia PA 19111 231917776 Health Care PA 501c3 Line 9 Jeanes Hospital 0 American Oncologic Hospital 3509 N Broad St 9th Flr Philadelphia PA 19140 231352156 Health Care PA 501c3 Line 3 Temple University Health System Inc 0 Fox Chase Cancer Ctr Medical Group 3509 N Broad St 9th Flr Philadelphia PA 19140 454540585 Health Care PA 501c3 Line 3 American Oncologic Hospital 0 Fox Chase Network 3509 N Broad St 9th Flr Philadelphia PA 19140 232467337 Health Care PA 501c3 Line 11b, II American Oncologic Hospital 0 TUHS Insurance Company Inc 3509 N Broad St - 9th Flr Philadelphia BD 19140 Reimsurance BD TUHS 1.00000 0 Fox Chase Limited 3509 N Broad St - 9th Flr Philadelphia PA 19140 232396731 Health Care PA American Oncologic Hospital C 1.00000 0 0 0 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 0