THE HOPE FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE HOPE FOUNDATION (EIN 74-2655302)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-06
- IRS object ID
- 201332189349300728
- Schema version
- 2012v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-06T11:57:18-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bennett & Associates CPAs PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Huronview Blvd | AddressLine1 |
| City | Ann Arbor | City |
| State | MI | State |
| ZIP Code | 48103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742655302 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hope Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOPE | NameControl |
| Phone | 7349987150 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Frank Lloyd Wright Drive Room PO | AddressLine1 |
| City | Ann Arbor | City |
| State | MI | State |
| ZIP Code | 48106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Johanna Horn | Name |
| Title | Executive Director | Title |
| Date Signed | 2013-08-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James Bennett | Name |
| Phone | 7346227000 | Phone |
| Date Prepared | 2013-08-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johanna Horn | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Frank Lloyd Wright Drive PO Box | AddressLine1 |
| City | Ann Arbor | City |
| State | MI | State |
| ZIP Code | 48106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31969976 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.thehopefoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | The Hope Foundation is a public charity with the mission of raising and contributing funds for the treatment and prevention of cancer | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 31 | TotalNbrEmployees |
| Total Nbr Volunteers | 81 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 9187989 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5075477 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 619091 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 755920 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 913119 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1085293 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 7097 | OtherRevenuePriorYear |
| Other Revenue Current Year | 403160 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10727296 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7319850 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1202671 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2352087 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1947437 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2049559 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 71140 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3601169 | OtherExpensePriorYear |
| Other Expenses Current Year | 1768231 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6751277 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6169877 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3976019 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1149973 | RevenuesLessExpensesCY |
| Total Assets BOY | 28092370 | TotalAssetsBOY |
| Total Assets EOY | 30995178 | TotalAssetsEOY |
| Total Liabilities BOY | 10288439 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11130133 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17803931 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19865045 | NetAssetsOrFundBalancesEOY |
| Mission Description | As the philanthropic arm of the Southwest Oncology Group, the Hope Foundation strives to provide funding and resources for cancel clinical trials research in various froms of adult cancers followships, research grants, professional medical education training sessions, technical equipment, and meeting coordination are funded by the foundation. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 602754 | Expense |
| Description | Support all associated costs of the Spring and Fall 2012 group meetings of the Southwest Oncology Group | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4533038 | Expense |
| Grants | 2352087 | Grants |
| Description | Support of cancer research groups across the United States | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 5135792 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 31 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Johanna Horn | NamePerson |
| Telephone Number | 7349987150 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 Frank Lloyd Wright Drive PO Box | AddressLine1 |
| City | Ann Arbor | City |
| State | MI | State |
| ZIP Code | 48106 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Laurence H Baker | ||||||
| President | 005.00 | X | X | 0 | 0 | 0 |
| Richard I Fisher | ||||||
| Vice President | 000.20 | X | X | 0 | 0 | 0 |
| Nathan Eriksen | ||||||
| Treasurer | 000.20 | X | X | 0 | 0 | 0 |
| Anne F Schott | ||||||
| Secretary | 000.50 | X | X | 0 | 0 | 0 |
| Deborah E Collyar | ||||||
| Board Member | 000.20 | X | 0 | 0 | 0 | |
| Michael LeBlanc | ||||||
| Board Member | 000.20 | X | 0 | 0 | 0 | |
| David R Gandara | ||||||
| Board Member | 000.20 | X | 0 | 0 | 0 | |
| Dawn L Hershman | ||||||
| Board Member | 000.20 | X | 0 | 0 | 0 | |
| David N Pappas | ||||||
| Board Member | 000.20 | X | 0 | 0 | 0 | |
| John S Macdonald | ||||||
| Board Member | 000.20 | X | 0 | 0 | 0 | |
| Joni Marra | ||||||
| Board Member | 000.20 | X | 0 | 0 | 0 | |
| James L Wade III | ||||||
| Board Member | 000.20 | X | 0 | 0 | 0 | |
| Johanna Horn | ||||||
| Executive Director | 040.00 | X | 112978 | 0 | 17407 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 112978 | TotalReportableCompFromOrg |
| Total Other Compensation | 17407 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Related Organizations | 2923927 | RelatedOrganizations |
| All Other Contributions | 2151550 | AllOtherContributions |
| Total Contributions | 5075477 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Service fees | Description |
| Business Code | 541700 | BusinessCode |
| Total Revenue Column | 755920 | TotalRevenueColumn |
| Related Or Exempt Function Income | 755920 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 755920 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 685937 | TotalRevenueColumn |
| Exclusion | $685,937 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25049482 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24650126 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 399356 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 399356 | TotalRevenueColumn |
| Exclusion | $399,356 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Settlement income | 900099 | 350000 | 350000 |
| Exhibitor income | 900099 | 44500 | 44500 |
| Other revenue | 900099 | 8660 | 8660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 403160 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7319850 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1159080 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,085,293 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2352087 | Total |
| Program Services | 2352087 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130385 | Total |
| Program Services | 11733 | ProgramServices |
| Management And General | 59326 | ManagementAndGeneral |
| Fundraising | 59326 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1424661 | Total |
| Program Services | 1181002 | ProgramServices |
| Management And General | 243659 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125473 | Total |
| Program Services | 103913 | ProgramServices |
| Management And General | 21560 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242845 | Total |
| Program Services | 195011 | ProgramServices |
| Management And General | 42279 | ManagementAndGeneral |
| Fundraising | 5555 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126195 | Total |
| Program Services | 97809 | ProgramServices |
| Management And General | 24132 | ManagementAndGeneral |
| Fundraising | 4254 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153120 | Total |
| Management And General | 153120 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22999 | Total |
| Management And General | 22999 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203556 | Total |
| Management And General | 203556 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12521 | Total |
| Program Services | 860 | ProgramServices |
| Management And General | 11661 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188592 | Total |
| Program Services | 99919 | ProgramServices |
| Management And General | 86668 | ManagementAndGeneral |
| Fundraising | 2005 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12297 | Total |
| Program Services | 6719 | ProgramServices |
| Management And General | 5578 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133264 | Total |
| Program Services | 99244 | ProgramServices |
| Management And General | 34020 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 391136 | Total |
| Program Services | 350388 | ProgramServices |
| Management And General | 40748 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 602754 | Total |
| Program Services | 602754 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41429 | Total |
| Program Services | 32787 | ProgramServices |
| Management And General | 8642 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2995 | Total |
| Management And General | 2995 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Indirect SWOG program activities | 1566 | 1566 | |
| Miscellaneous | 2002 | 2002 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6169877 | Total |
| Program Services | 5135792 | ProgramServices |
| Management And General | 962945 | ManagementAndGeneral |
| Fundraising | 71140 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2241543 | BOY |
| EOY | 2438044 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1776624 | BOY |
| EOY | 2798372 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1781944 | BOY |
| EOY | 678500 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2067598 | BOY |
| EOY | 3658478 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 15199 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 343884 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 162631 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222682 | BOY |
| EOY | 181253 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20001979 | BOY |
| EOY | 17277121 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3948211 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28092370 | BOY |
| EOY | 30995178 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 349948 | BOY |
| EOY | 1874003 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 350000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9938491 | BOY |
| EOY | 8906130 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10288439 | BOY |
| EOY | 11130133 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10670827 | BOY |
| EOY | 13653351 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7133104 | BOY |
| EOY | 6211694 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17803931 | BOY |
| EOY | 19865045 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28092370 | BOY |
| EOY | 30995178 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1149973 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 911140 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2087627 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2267009 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9650274 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9187989 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5075477 | CurrentTaxYear |
| Total | 28268376 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2087627 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2267009 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9650274 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9187989 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5075477 | CurrentTaxYear |
| Total | 28268376 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 28268376 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 93052 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 566322 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 822877 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 913119 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1085293 | CurrentTaxYear |
| Total | 3480663 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 31749039 | TotalSupport |
| Gross Receipts From Admissions Etc | 2586944 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.89040 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.91930 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22180 | OtherCostOrOtherBasis |
| Depreciation | 22180 | Depreciation |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 321704 | OtherCostOrOtherBasis |
| Depreciation | 140451 | Depreciation |
| Book Value | 181253 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 181253 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Financial derivatives and other financial products | ||
| Closely-held equity interests | ||
| Limited partnerships | 3948211 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3948211 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Federal income taxes | |
| Site/study payments liability | $1,205,032 |
| Assets held for others | $7,701,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8906130 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 8027434 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 911140 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 911140 | RevenueNotRptdF990 |
| Revenue Subtotal | 7116294 | RevenueSubtotal |
| Investment Expenses Not Included | 203556 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 203556 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7319850 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5966321 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 5966321 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 203556 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 203556 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6169877 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Cold Spring Harbor Laboratory | |||||||
| One Bungtown Rd | Cold Spring Harbor | NY | 11724 | 112013303 | 501c3 | 125000 | SWOG Dev Fnd |
| Fred Hutchinson Cancer Center | |||||||
| 1100 Fairview Ave North | Seattle | WA | 98109 | 237156071 | 501c3 | 250000 | SWOG Dev Fnd |
| Fred Hutchinson Cancer Center | |||||||
| 1100 Fairview Ave North | Seattle | WA | 98109 | 237156071 | 501c3 | 150000 | Coltman Fellowships |
| MD Anderson Cancer Center | |||||||
| 1515 Holcombe Blvd | Houston | TX | 77030 | 746001118 | 123154 | SWOG Dev Fnd | |
| University of Tennessee Health Science Center | |||||||
| College of Medicine Dvision of Hem/ | Memphis | TN | 38163 | 626001636 | 121185 | SWOG Dev Fnd | |
| City of Hope Compreshensive Cancer Center | |||||||
| 1500 East Duarte Rd | Duarte | CA | 91010 | 953435919 | 501c3 | 55000 | Coltman Fellowships |
| Genomic Health | |||||||
| 301 Penobscot Drive | Redwood City | CA | 94063 | 770552594 | 829500 | s1007 Job | |
| American Society for Clinical | |||||||
| 2318 Mill Road Suite 800 | Alexandria | VA | 22314 | 136180380 | 501c3 | 19035 | Accrual Enhancement Journal Ed piece |
| Cancer Research and Biostatist | |||||||
| 1730 Miner Ave Ste 1900 | Seattle | WA | 98101 | 911828539 | 501c3 | 15535 | CTTC Fall 2012 GM |
| DAve Pallay Media Group | |||||||
| 19943 Lakeview Way | Mokena | IL | 60448 | 261078772 | 8195 | On-Site AV Production Mgmt for GM | |
| Lift Consulting | |||||||
| 1979 Bay Hill Court | Ann Arbor | MI | 48108 | 200186860 | 27931 | SWOG Leadership Transition Planning | |
| LTS LTD | |||||||
| 4814 Princess Court | Sylvania | OH | 43560 | 341886671 | 25000 | Investigation of Business Models | |
| MD Anderson | |||||||
| 1515 Holcombe Blvd | Houston | TX | 77030 | 746001118 | 19149 | GU Fellowship | |
| Oregon Health & Sciences Univ | |||||||
| 3303 SW Bond Avenue | Portland | OR | 97239 | 931176109 | 125000 | SWOG Dev Fnd | |
| University of Arizona | |||||||
| PO Box 3308 | Tucson | AZ | 85722 | 742652689 | 7492 | Coltman Fellow | |
| University of Michigan | |||||||
| 3003 S state St Wolverine Tower Rm | Ann Arbor | MI | 48109 | 386006309 | 501c3 | 18855 | Development Award |
| Columbia University | |||||||
| 722 W 168th St R430H | New York | NY | 10032 | 135598093 | 501c3 | 250000 | SWOG Dev Fnd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 10 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | Progress reporting at varying intervals based on the amount of grant and time period | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| ExplanationExplanation |
|---|
| Form 990 Part VI Section B Line 11 The form 990 is reviewed by the Board President, the Executive Director, and the Secretary prior to filing. |
| Form 990 Part VI Section B Line 12c There is a conflict of interest committee to manage any reported conflicts. Conflict forms are requested annually. |
| Form 990 Part VI Section B Line 15 For all compensated persons, job classifications are matched with the University of Michigan job classification and compensation is set in a comparative range. |
| Form 990 Part VI Section C Line 19 All governing documents are available to the public upon request. |
| Form 990 Part VI Section A Line 4 Bylaws changes include establishment of emeritus board member non-voting board-appointed resources persons of interest inclusion of new SWOG chair as a Finance Committee member. Changed committee to Finance/Budget Committee board-led performance review of the executive director termlimits for board officers. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWOG Clinical Trials Initiative LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Frank Lloyd Wright Drive | AddressLine1 |
| City | Ann Arbor | City |
| State | MI | State |
| ZIP Code | 481059484 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261146046 | EIN |
| Primary Activities | Cancer Clinical Trials | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Total Income | 793927 | TotalIncome |
| EOY Assets | 10978551 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hope Foundation | BusinessNameLine1 |
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