2013-03-01T13:45:37-07:00 2012-04-30 990 2011-05-01 381613280 BARBARA ANN KARMANOS CANCER INSTITUTE BARB 8005276266 4100 John R Detroit MI 48201 Michael F Grisdela 3135768662 2013-03-15 2011 2016-03-07 17:11:31Z Michael F Grisdela 4100 John R Detroit MI 48201 43889209 0 X www.karmanos.org X 1947 MI THE KARMANOS CANCER INSTITUTE IS A UNIQUE, URBAN-BASED INTEGRATED CENTER OF RESEARCH, PATIENT CARE AND EDUCATION, DEDICATED TO THE PREVENTION, EARLY DETECTION, TREATMENT AND EVENTUAL ERADICATION OF CANCER. 49 35 341 509 0 0 18211020 19366606 4626312 4615231 1742184 932196 1627362 -283255 26206878 24630778 2014305 1926528 0 0 19779455 20165850 213243 227977 1698204 6390047 6435932 28397050 28756287 -2190172 -4125509 66968784 65307487 47697584 55552113 19271200 9755374 THE KARMANOS CANCER INSTITUTE IS A UNIQUE, URBAN-BASED INTEGRATED CENTER OF RESEARCH, PATIENT CARE AND EDUCATION, DEDICATED TO THE PREVENTION, EARLY DETECTION, TREATMENT AND EVENTUAL ERADICATION OF CANCER. 0 0 15277938 12166377 Cancer Research: At Karmanos Cancer Institute (KCI), the more than 300 investigators conduct all forms of research into the prevention, detection, treatment and causes of cancer. Types of research conducted at KCI include: basic, clinical, translational, epidemiological and behavioral. The Core Research Facilities of KCI serve to enhance research in all of the programs by supplying instrumentation and/or expertise that individual investigators require to perform cutting-edge research. Research at KCI is organized within five National Cancer Institute-recognized interdisciplinary programs. These five interdisciplinary programs are: (1) Breast Cancer Biology, (2) Developmental Therapeutics, (3) Molecular Biology and Genetics, (4) Population Studies and Disparities and (5) Proteases and Cancer. 3350266 0 2768008 Hospice Program: The KCI Hospice Program is a licensed, Medicare-certified, Joint Commission accredited, interdisciplinary program providing expert symptom management and supportive care for patients, with any type of life limiting illness. KCI Hospice is dedicated to improving the quality of living for the terminally ill person and their family members. This mission is fulfilled through the provision of direct patient care, education, supportive counseling, pharmaceuticals, medical equipment and supplies necessary to manage pain and other distressing symptoms. Additionally, professionals address the special needs of patients with an advanced cancer diagnosis. KCI Hospice affirms life with the hope and belief that through compassionate, efficient, and effective care, patients and their families can be supported physically, medically, emotionally and spiritually to experience a peaceful end of life. KCI Hospice services are available to individuals living in Wayne, Oakland and Macomb counties. 15,172 days of Hospice care occurred from May 1, 2011 to April 30, 2012. 2493890 723479 1063098 KCI is part of the Michigan Breast & Cervical Cancer Control Program (BCCCP). This program is available to individuals meeting the following criteria: (1) have an income below 250% of the federal poverty level, (2) uninsured or under-insured, (3) age 40-64 for breast/cervical cancer screening and for diagnostic follow-up of breast/cervical abnormalities, (4) be age 18-39, have been identified with a cervical abnormality through the Title X Program, and referred to the BCCCP for cervical cancer diagnostic follow-up. BCCCP provides breast care services such as clinical breast exams, mammograms, follow up tests and if needed, cancer-related treatment. BCCCP also provides cervical care services such as pap smears, pelvic exams, follow up tests and if needed, cancer-related treatment. 4703247 226299 2382488 Community Education & Cord Stem Cell Bank: Community education provided by KCI staff and volunteers occur through visits to businesses, churches, schools, shopping malls, health care forums and virtually any venue conducive to informing individuals on ways to prevent cancer and its warning signs, and the very latest in screening, diagnostics, treatment and follow-up care through educational presentations, materials and displays. KCI offers free fact sheets on the most common forms of cancer and topics of interest. These are geared to persons concerned about their cancer risk and interested in prevention and early detection -- not to persons diagnosed with cancer. Genetic counseling educational sessions are offered on a regular basis at KCI and by appointment. Participants learn about inherited breast and ovarian cancer genes and how to reduce their risk. KCI also supports efforts and provides resources to help individuals successfully quit smoking. The J.P. McCarthy Cord Stem Cell Bank at KCI is a public, non-profit stem cell bank with over 1,200 umbilical cord blood units in its inventory. The bank was founded in 2001 with funding from The J.P. McCarthy Fund and the Carls Foundation and is one of only a few internationally recognized cord stem cell banks affiliated with the National Marrow Donor Program. The bank was created in anticipation of providing life-saving hope to people who have been diagnosed with cancer and serious blood disorders. KCI collects, processes and stores donated umbilical cord blood that becomes a readily available source of hematopoietic stem cells for transplant in children and adults with leukemia, lymphoma, sickle cell disease or other life-threatening conditions. The J.P. McCarthy Cord Blood Bank and Carls Processing Laboratory is also accredited by the Foundation for the Accreditation of Cellular Therapy (FACT). The accreditation signifies the highest standards of practice in collection, processing and transplantation. This accreditation demonstrates the commitment to quality in cord blood banking through adherence to rigorous standards that are verified by periodic inspection and peer review. 4703247 226299 2382488 25825341 1 1 0 1 0 1 0 0 0 1 1 1 1 0 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 1 156 0 1 341 1 0 0 0 0 0 1 1 0 0 0 0 1 0 X 49 35 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MI X MICHAEL F GRISDELA 8005276266 BARBARA ANN KARMANOS 4100 JOHN R DETROIT MI 482012013 RANDOLPH J AGLEY 1 X 0 0 0 EUGENE APPLEBAUM 1 X 0 0 0 CHARLES E BECKER 1 X 0 0 0 JAMES BENNETHUM 1 X 0 0 0 GEROLD BEPLER MD PhD 40 X X 474364 0 25858 ARMANDO R CAVAZOS 1 X 0 0 0 DANIEL A CORNWELL 1 X 0 0 0 KC CRAIN 1 X 0 0 0 DEBBIE DINGELL 1 X 0 0 0 DAVID DREWS 1 X 0 0 0 KENNETH EISENBERG 1 X 0 0 0 LILIAN ERDELJAN 1 X 0 0 0 JAY D FARNER 1 X 0 0 0 MICHAEL FERRANTINO JR 1 X 0 0 0 NATHAN M FORBES 1 X 0 0 0 STANLEY FRANKEL 1 X 0 0 0 MYRON FRASIER 1 X 0 0 0 RICHARD M GABRYS 1 X 0 0 0 BRUCE A GERSHENSON 1 X 0 0 0 JOHN A GIAMPETRONI 1 X 0 0 0 ALLAN GILMOUR 1 X 0 0 0 ADNAN HAMMAD PhD 1 X 0 0 0 PATRICIA HARTMANN 1 X 0 0 0 ELLEN HILL ZERINGUE 1 X 0 0 0 DAVID JACOB 1 X 0 0 0 PETER KARMANOS JR 1 X 0 0 0 C MICHAEL KOJAIAN 1 X 0 0 0 EDWARD C LEVY JR 1 X 0 0 0 MARY MATUJA 1 X 0 0 0 AMY MORGAN 1 X 0 0 0 PAUL L NINE 1 X 0 0 0 THOMAS D OGDEN 1 X 0 0 0 VALERIE PARISI MD 1 X 0 0 0 VIVIAN PICKARD 1 X 0 0 0 W JAMES PROWSE 1 X 0 0 0 PAUL R PURTAN 1 X 0 0 0 HILARY HORN RATNER PhD 1 X 0 0 0 EUNICE RING 1 X 0 0 0 GARY SAKWA 1 X 0 0 0 NAZLI G SATER 1 X 0 0 0 NETTIE H SEABROOKS 1 X 0 0 0 MARC R SCHECHTER 1 X 0 0 0 ALAN S SCHWARTZ 1 X 0 0 0 JOHN J H SCHWARZ MD 1 X 0 0 0 NEDDA N SHAYOTA 1 X 0 0 0 ROBERT A STONE 1 X 0 0 0 DAVID TROTT 1 X 0 0 0 VAINUTIS K VAITKEVICIUS MD 8 X 26401 0 14049 NANCY YAW 1 X 0 0 0 MICHAEL F GRISDELA 40 X 160380 0 13801 SHARON LUKAS 40 X 115443 0 10442 GARY MORRISON 40 X 300030 0 17856 PETER LITTRUP 40 X 459223 0 25249 DAVID JANSEN 40 X 165772 0 19925 NICODEMUS KARMANOS 40 X 169452 0 21229 PAMELA MOLLAN 40 X 158883 0 10894 MARY ANN SHORT 40 X 131055 0 15191 2161003 0 174494 18 0 1 1 DETROIT MEDICAL CENTER 4707 ST ANTOINE SUITE W-514 DETROIT MI 48201 PATIENT AND NON-CLINICAL SERVICES 73030499 WAYNE STATE UNIVERSITY 540 E CANFIELD DETROIT MI 48201 RESEARCH STAFFING 9886737 ECLIPSYS CORP-ALLSCRIPTS 8529 SIXFORKS RD FORUM IV RALEIGH NC 27615 IT SERVICES 6693072 UNIVERSITY PHYSICIAN GROUP 550 E CANFIELD DETROIT MI 48201 PHYSICIAN SERVICES 3633636 PHNS INC 5400 LYNDON B JOHNSON FREEWAY STE 200 DALLAS TX 75240 MEDICAL RECORDS 3348624 48 270624 0 2894245 0 2117502 14084235 778847 19366606 MEDICAL SERVICES 621610 3824980 3824980 0 0 MEDICAL RECORD ANALYSIS 900099 112248 112248 0 0 CORD BANK 541700 600945 600945 0 0 CELL LINES 541700 50518 50518 0 0 EDUCATION AND SUPPORT 611710 26540 26540 0 0 0 0 0 0 4615231 200942 200942 0 0 0 0 0 0 3025 3025 0 0 0 0 17863599 0 17131240 1105 732359 -1105 731254 0 0 731254 2413188 2894245 2094692 318496 0 318496 53575 17205 36370 0 0 36370 19867 14189 5678 0 0 5678 AFFILIATION REVENUE 541700 842720 842720 0 0 MISCELLANEOUS REVENUE-PATIENTS SERVICE 541700 8404 0 0 8404 LOSS ON INVESTMENT - DELPHINUS INC 900003 -1497948 0 0 -1497948 0 0 0 0 -646824 24630778 5661918 0 -397746 597802 597802 1328726 1328726 0 0 0 0 1321363 738795 582568 0 0 0 0 0 14368237 10804017 2724868 839352 63035 173838 -121029 10226 3385934 2696914 534219 154801 1027281 787946 185070 54265 0 0 0 0 338134 130108 166344 41682 172786 45872 124726 2188 149728 0 149728 0 227977 227977 0 0 0 0 9616070 3244552 6212529 158989 178347 53710 81740 42897 3247481 1944942 1221380 81159 0 0 0 0 0 0 0 0 950898 772863 122626 55409 267565 229487 34604 3474 0 0 0 0 129263 108652 17168 3443 287204 173889 113310 5 2002387 2002387 0 0 1806378 828709 955852 21817 61492 0 61492 0 IT ALLOCATION -7252946 0 -7252946 0 CONTRACTUAL SVCS- THIRD PARTY 897229 897229 0 0 CORPORATE ALLOCATION -4306052 0 -4306052 0 IDC/BILLING & CLINICAL ALLOCATION -2533770 -2144687 -389083 0 423738 409590 13628 520 28756287 25825341 1232742 1698204 11793013 12211023 0 16359867 14721358 2856684 2631720 0 0 0 11203 10556 8064946 8001727 18762329 11558933 7835842 7203396 0 13697899 15866675 6345445 4659601 0 3885 1431 66968784 65307487 19836497 20053236 3261503 3421085 6330805 6200000 18268779 25877792 47697584 55552113 X -29845073 -35948598 34653791 30906975 14462482 14796997 19271200 9755374 66968784 65307487 X -4125509 -5390317 X 0 1 1 X 1 1 X 18014376 12179194 23059192 20554530 21853236 95660528 18014376 12179194 23059192 20554530 21853236 95660528 6843010 88817518 1373262 997612 996408 2073798 1025762 6466842 102127370 0 0.86967 0.84511 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 149728 149728 28606559 28756287 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 144543 130894 129100 149728 554265 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 SchC_P2A_S00_L01b Schedule C, Part II-A, Line 1b Lobbying expenditures include payments to Franklin Partnership to assist the organization in building and maintaining relationships with members of Congress, their staff, and relevant regulatory agencies. Franklin Partnership also provides guidance on federal policy issues related to cancer care, congressional appropriation requests, and federal funding opportunities. 2 0 154060 0 176522 0 691816 0 1 1 13970249 14409 0 0 160843 0 13823815 14182070 288179 0 0 500000 0 13970249 13240558 941512 0 0 0 0 14182070 11775701 1464857 0 0 0 0 13240558 0.0723 0.9277 0 1 0 0 8596 8596 0 1109786 570381 539405 0 153121 47975 105146 0 9725731 6321421 3404310 0 7765095 4619156 3145939 7203396 15866675 F 0 15866675 INVESTMENT HELD AT WAYNE STATE UNIVERSITY 3153930 C INVESTMENT IN DELPHINUS INC. 1505671 F 4659601 0 DUE TO KCC - INTERCOMPANY PAYABLE 25346349 DONOR ANNUITY 531443 25877792 24630778 28756287 -4125509 -1664093 0 0 0 -3726224 -5390317 -9515826 26411536 0 0 0 0 0 26411536 0 -1780758 -1780758 24630778 27982756 0 0 0 2126086 2126086 25856670 0 2899617 2899617 28756287 SchD_P05_S00_L04 Schedule D, Part V, Line 4 ENDOWMENT FUNDS ARE HELD FOR INVESTMENT. ENDOWMENT EARNINGS ARE USED TO MAINTAIN PROGRAM SERVICES AS SPECIFIED BY EACH DONOR. SchD_P10_S00_L02 Schedule D, Part X, Line 2 ACCOUNTING PRINCIPLES GENERALLY ACEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE INSTITUTE AND RECOGNIZE A TAX LIABILITY IF THE INSTITUTE HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE INSISTUTE AND HAS CONCLUDED THAT AS OF APRIL 30, 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATMENTS. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 OTHER ITEMS TO RECONCILE CHANGE IN NET ASSETS ARE: ($3,726,224) THAT REPRESENTS NET AMOUNT TRANSFERRED FROM KCI TO KCC PRIMARILY RELATING TO FIXED ASSET PURCHASES. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b OTHER AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON REVENUE PER AUDITED FINANCIAL STATEMENTS LINE 1 ARE: $897,229 OF CONTRACTUAL SERVICE ALLOWANCE EXPENSE WHICH IS REPORTED ON THE FINANCIAL STATEMENTS AS A REDUCTION OF RESEARCH PROGRAM REVENUE; ($1,397,444) OF LOSS ON INVESTMENT IN DELPHINUS INVESTMENT INC; ($2,126,086) OF EXPENSES FROM SPECIAL EVENTS, INVENTORY, AND GAMING ACTIVITIES PRESENTED ON FORM 990, PART VIII, SCHEDULE OF REVENUE; AND $845,543 THAT REPRESENTS RESTRICTED FUNDS REVENUE IN EXCESS OF NET ASSETS RELEASED FROM RESTRICTION FOR PROGRAM EXPENSES. THESE AMOUNTS TOTAL ($1,780,758). SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d OTHER AMOUNTS INCLUDED ON EXPENSES PER FINANCIAL STATEMENTS, BUT NOT ON FORM 990, PART IX, LINE 25, ARE $2,126,086 WHICH CORRESPOND TO EXPENSES FOR SPECIAL EVENTS, INVENTORY, AND GAMING ACTIVITIES PRESENTED ON FORM 990, PART VIII, SCHEDULE OF REVENUE. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b OTHER AMOUNTS INCLUDED ON FORM 990, PART IX, FUNCTIONAL EXPENSES, LINE 25 BUT NOT AS EXPENSES ON AUDITED FINANCIAL STATEMENTS ARE: $897,229 FOR CONTRACTUAL SERVICE ALLOWANCE AND $2,002,388 FOR PAYMENTS TO AFFILIATES. THESE AMOUNTS TOTAL $2,899,617. X X X X X X X 1 AMERGENT 9 CENTENNIAL DR PEABODY MA 019607906 AMERGENT ACTS AS FUNDRAISING COUNSEL AND ADVISER TO CONDUCT DIRECT MAIL SOLICITATION FOR CONTRIBUTIONS. AMERGENT DOES NOT HAVE ACCESS TO CUSTODY OR CONTROL OF THE PROCEEDS AT ANY TIME. AMERGENT PROVIDES ADVICE AND MAKES RECOMMENDATIONS IN CONNECTION WITH THE PREPARATION OF EDUCATIONAL MATERIALS AND PUBLIC SUPPORT APPEALS, INCLUDING DETERMINING THE CLASS OF POSTAGE TO BE USED, PRODUCTION OF MAILING, PRINTING OF MATERIALS AND SECURING LISTING. 0 340480 227977 112503 340480 227977 112503 MI RACE FOR THE CURE 2684904 1940955 743949 0 0 0 0 0 854444 ANNUAL DINNER 1723570 829457 894113 0 0 0 0 0 642243 3 898959 123833 775126 0 0 0 0 0 598005 5307433 2894245 2413188 0 0 0 0 0 2094692 2094692 318496 53575 16615 590 53575 16615 0 0 590 17205 36370 MI 1 0 0 0 0 1 GERALYN KRAUSE 4100 JOHN R DETROIT MI 48201 0 MAUREEN BENDER 0 DIRECTOR SPECIAL EVENTS X 0 0 1 ACCESS COMMUNITY HEALTH & RESEARCH CENTER 6450 MAPLE ROAD DEARBORN MI 481262259 237444497 501 (c)(3) 116165 0 FAIR MARKET VALUE TO FUND AN EXTENSIVE BREAST CANCER EDUCATION, OUTREACH, AND SCREENING PROGRAM IN THE LOW-INCOME ARAB-AMERICAN COMMNUNITY OF SOUTHEASTERN MICHIGAN. 2000 WOMEN WILL RECEIVE COMPREHENSIVE ONE-ON-ONE HEALTH EDUCATION THROUGH IN-HOME VISITS, AND 1500 WOMEN WITH NO PREVIOUS HISTORY OF BREAST CANCER SCREENING WILL RECEIVE A FREE MAMMOGRAM AND CLINICAL BREAST EXAM. THE SUSAN G KOMEN BREAST CANCER FOUNDATION INC 5005 LBS FWY STE 250 DALLAS TX 75244 751835298 501(c)(3) 421558 0 FAIR MARKET VALUE TO FUND BREAST CANCER RESEARCH PONTIAC OSTEOPATHIC HOSPITAL (POH) RILEY FOUNDATION 50 NORTH PERRY STREET PONTIAC MI 48342 200442217 501(c)(3) 19900 0 FAIR MARKET VALUE 0 THE SISTER TO SISTER PROGRAM WILL EXPAND OUTREACH EFFORTS TO INCREASE MAMMOGRAM SCREENING AND SURVIVAL RATES AMONG HARD-TO-REACH UNINSURED AND UNDERINSURED AFRICAN-AMERICAN WOMEN THROUGH BREAST HEALTH EDUCATION PROGRAMS AT PONTIAC AREA CHURCHES, PUBLIC HOUSING COMMUNITIES, AND SENIOR CENTER. MORE THAN 500 WOMEN WILL RECEIVE ACCESS TO FREE MAMMOGRAM SCREENINGS AT THE POH REGIONAL MEDICAL CENTER. VHS DETROIT RECEIVING HOSPITAL DEPT 4519 CAROL STREAM IL 601224519 272844942 501(c)(3) 40179 0 FAIR MARKET VALUE 0 TO PROVIDE COMPREHENSIVE DIAGNOSTIC, PREVENTIVE AND TREATMENT SERVICES TO PERSONS WITHIN THE V-EAST REGION WITH HEMOPHILIA AND RELATED BLEEDING DISORDERS. HEMOPHILIA TREATMENT CENTERS WILL CONDUCT OUTREACH AND RECRUITING, PRIMARILY FOCUSING ON WOMEN WITH BLEEDING DISORDERS AND TRADITIONALLY UNDERSERVED POPULATIONS. HEMOPHILIA TREATMENT CENTERS WILL REPORT THESE EFFORTS AS PART OF THE ANNUAL REGIONAL PROGRESS REPORT. 4 0 ASSISTANCE TO INDIVIDUALS CONSTITUENTS OF MEDICAL SERVICES, FINANCIAL ASSISTANCE, PRESCRIPTION AND MEDICAL SUPPLIES, AND MISCELLANEOUS ASSISTANCE. 2857 1328726 0 FAIR MARKET SchI_P01_S00_L02 Schedule I, Part I, Line 2 GRANTEES OPERATE UNDER A ONE-YEAR CONTRACT THAT REQUIRES AT LEAST TWO PROGRESS REPORTS (MID-YEAR AND YEAR-END) X X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 GEROLD BEPLER MD PhD 397087 0 75000 0 2277 0 0 0 25858 0 500222 0 0 0 MICHAEL F GRISDELA 158736 0 0 0 1643 0 0 0 13801 0 174180 0 0 0 GARY MORRISON 297708 0 0 0 2322 0 0 0 17856 0 317886 0 0 0 PETER LITTRUP 458809 0 0 0 414 0 0 0 25249 0 484472 0 0 0 DAVID JANSEN 163471 0 0 0 2301 0 0 0 19925 0 185697 0 0 0 NICODEMUS KARMANOS 168928 0 0 0 524 0 0 0 21229 0 190681 0 0 0 PAMELA MOLLAN 133613 0 25000 0 270 0 0 0 10894 0 169777 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a MEMBERSHIP DUES ARE PAID ON BEHALF OF GEROLD BEPLER MD PhD, CEO. HOUSING ALLOWANCE IS PAID ON BEHALF OF MICHAEL F GRISDELA, CFO. THESE PAYMENTS ARE PART OF AN EMPLOYMENT AGREEMENT AND PROPER SUBSTANTIATION IS REQUIRED FOR REIMBURSEMENT. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR REVIEWING COMPENSATION FOR THE CEO, KEY OFFICERS AND EMPLOYEES. COMPENSATION INCLUDING INCENTIVE PLANS AND ANNUAL SALARY INCREASES ARE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND BOARD OF DIRECTORS AS PART OF THE ANNUAL BUDGET. Thomas Odgen Board Member Executive Officer at Comerica Bank 1899546 Interest and Principal on loans 0 Alan S Schwartz Board Member Partner at Honigman Miller & Schwartz 739791 Legal Services 0 David Jacob Board Member Partner at Honigman Miller & Schwartz 739791 Legal Services 0 Valeri Parisi MD Board Member Chair WSU/UPG 3163730 Physician Services 0 Allan Gilmour Board Member President Wayne State University 12000001 Research Staffing 0 Lilian Erdeljan Board Member Parent of N London, Employee 78332 Employee Compensation 0 Peter Karmanos Jr Board Member Parent of N Karmanos, employee 190681 Employee Compensation 0 Daniel A Cornwell Board Member President & Shareholder Cambridge Consulting Group 0 Employee Benefit Consultant 0 X 2 120000 Market value X 8 106410 Market value X Food and Beverage 13 81475 Fair Market Value X Decorations/Goods 36 188578 Fair Market Value X Advertising/Entertainment 104 282384 Fair Market Value 0 0 1 0 F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 (1) DAVID JACOB, BOARD MEMBER, AND NATHAN FORBES, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP; AND (2) PETER KARMANOS JR, BOARD MEMBER, AND NICK KARMANOS, KEY EMPLOYEE, HAVE A FAMILY RELATIONSHIP. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b A FULL COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING THE RETURN. THE REVIEW PROCESS INCLUDES A PRESENTATION OF THE FORM 990 TO THE FINANCE AND EXECUTIVE COMMITTEES OF THE BOARD OF DIRECTORS AT THEIR RESPECTIVE MEETINGS PRIOR TO FILING THE RETURN. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c ANNUAL CONFLICT OF INTEREST QUESTIONARIES ARE COMPLETED BY ALL BOARD MEMBERS AND EXECUTIVE COMMITTEE MEMBERS THAT ARE SUBJECT TO DISCLOSURE RULES. CONFLICTS ARE SUMMARIZED AND REPORTED TO THE NOMINATION AND GOVERNANCE COMMITTEE FOR ITS REVIEW AND ASSESSMENT. THIS SUMMARIZED REPORT IS COMPARED TO OUR VENDOR LIST TO ENSURE THAT ALL POTENTIAL TRANSACTIONS INVOLVING A CONFLICT OF INTEREST ARE PROPERLY DISCLOSED. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR REVIEWING COMPENSATION FOR THE CEO, KEY OFFICERS AND EMPLOYEES. THIS COMMITTEE IS ALSO RESPONSIBLE FOR THE ADMINISTRATION OF THE SHORT-TERM INCENTIVE PLAN PROGRAM WHENEVER THE FUNDS ARE AVAILABLE FOR DISTRIBUTION. AS PART OF THE ANNUAL BUDGET PROCESS, THE FINANCE COMMITTEE AND BOARD OF DIRECTORS REVIEW AND APPROVE ANY ANNUAL SALARY INCREASES. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 KARMANOS CANCER INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. F990_P11_S00_L05 Form 990, Part XI, Line 5 OTHER CHANGES IN NET ASSETS OF ($5,390,317) CORRESPOND TO UNREALIZED LOSSES ON INVESTMENT OF ($1,664,093) REPORTED ON FINANCIAL STATEMENTS AS OTHER OPERATING LOSSES; AND ($3,726,224) OF NET AMOUNT TRANSFERRED FROM KCI TO KCC PRIMARILY RELATING TO FIXED ASSET PURCHASES. BARBARA ANN KARMANOS CANCER HOSPITAL 4100 JOHN R DETROIT MI 48201 201649466 CANCER HOSPITAL MI 501(c)(3) 170(b)(1)(A)(iii) BARBARA ANN KARMANOS CANCER INSTITUTE 1 MICHIGAN CANCER SOCIETY 4100 JOHN R DETROIT MI 48201 382823451 BENEFICIARY IN DONOR WILLS AND TRUST MI 501(c)(3) 509(a)(3) BARBARA ANN KARMANOS CANCER INSTITUTE 1 DELPHINUS INVESTMENT INC 4100 JOHN R ST DETROIT MI 48075 454758176 HOLD PASSIVE INVESTMENT MI BARBARA ANN KARMANOS CANCER INSTITUTE C 100 100 1 0 1 1 1 0 0 0 0 1 1 1 0 1 1 1 1 0 1 In response to the notice denying our Form 8868, Application for extension of time to file an exempt organization return. We acknowledge the filing of Form 8868 was postmarked past the automated extension granted of December 15, 2012. We are complying with filing requirement for Form 990 as quickly as possible. We are operating in good faith by keeping to our established guidelines that all members of our governing body have the opportunity to review a complete copy of the return before the filing. Please be mindful there was no deliberate or willful intent of this organization to disobey the taxing statues. Our filing history proves that all prior tax years have been compliant. This was a one-time event and steps including implementing an automated reminder system have been taken to prevent a recurrence. Barbara Ann Karmanos Cancer Institute has operated in good faith and we believe the facts and circumstances outlined above support an abatement of any penalties especially given that actions have been taken to ensure that all future filings will be timely.