THE HOPE FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: THE HOPE FOUNDATION (EIN 74-2655302)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-05
IRS object ID: 201223109349300237
Schema version: 2011v1.2
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-05T12:04:45-00:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Bennett & Associates CPA's PLLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 Huronview Blvd Ste 200	AddressLine1
City	Ann Arbor	City
State	MI	State
ZIP Code	481032946	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	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 No	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	2012-11-05	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	James H Bennett CPA	Name
Phone	7346227000	Phone
Date Prepared	2012-11-05	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	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	37294360	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	36	TotalNbrEmployees
Total Nbr Volunteers	63	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	9650274	ContributionsGrantsPriorYear
Contributions Grants Current Year	9187989	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	1151676	ProgramServiceRevenuePriorYear
Program Service Revenue CY	619091	ProgramServiceRevenueCY
Investment Income Prior Year	822877	InvestmentIncomePriorYear
Investment Income Current Year	913119	InvestmentIncomeCurrentYear
Other Revenue Current Year	7097	OtherRevenueCurrentYear
Total Revenue Prior Year	11624827	TotalRevenuePriorYear
Total Revenue Current Year	10727296	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	731165	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	1202671	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1992935	SalariesEtcPriorYear
Salaries Etc Current Year	1947437	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	67701	TotalFundrsngExpCurrentYear
Other Expense Prior Year	5802852	OtherExpensePriorYear
Other Expenses Current Year	3601169	OtherExpensesCurrentYear
Total Expenses Prior Year	8526952	TotalExpensesPriorYear
Total Expenses Current Year	6751277	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	3097875	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	3976019	RevenuesLessExpensesCY
Total Assets BOY	31963977	TotalAssetsBOY
Total Assets EOY	28092370	TotalAssetsEOY
Total Liabilities BOY	17188900	TotalLiabilitiesBOY
Total Liabilities EOY	10288439	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	14775077	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	17803931	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	259220	Expense
Description	Support all associated costs of the Spring and Fall 2011 group meetings of the Southwest Oncology Group	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	5372730	Expense
Grants	1202671	Grants
Revenue	619091	Revenue
Description	Support of cancer research groups across the United States	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	5631950	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	true	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
Transaction Related Entity	false	TransactionRelatedEntity
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	36	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	false	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
John J Crowley
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
Johanna Horn
Executive Director	040.00		X	102684	0	22033
James L Wade III
Board Member	000.20	X		0	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	102684	TotalReportableCompFromOrg
Total Other Compensation	22033	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Government Grants	4864319	GovernmentGrants
All Other Contributions	4323670	AllOtherContributions
Total Contributions	9187989	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	Service fees	Description
Business Code	541700	BusinessCode
Total Revenue Column	619091	TotalRevenueColumn
Related Or Exempt Function Income	619091	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	619091	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	555845	TotalRevenueColumn
Related Or Exempt Function Income	555845	RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	26924338	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	26567064	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	357274	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	357274	TotalRevenueColumn
Related Or Exempt Function Income	357274	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	Other revenue	Description
Total Revenue Column	7097	TotalRevenueColumn
Related Or Exempt Function Income	7097	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	7097	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	10727296	TotalRevenueColumn
Related Or Exempt Function Income	1539307	RelatedOrExemptFunctionIncome

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	1202671	Total
Program Services	1202671	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	123492	Total
Management And General	61746	ManagementAndGeneral
Fundraising	61746	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	1363455	Total
Program Services	1066632	ProgramServices
Management And General	296823	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	116018	Total
Program Services	93449	ProgramServices
Management And General	23216	ManagementAndGeneral
Fundraising	-647	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	221888	Total
Program Services	173774	ProgramServices
Management And General	45774	ManagementAndGeneral
Fundraising	2340	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	122584	Total
Program Services	89610	ProgramServices
Management And General	28712	ManagementAndGeneral
Fundraising	4262	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	147092	Total
Management And General	147092	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	43923	Total
Management And General	43923	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	151401	Total
Management And General	151401	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	21247	Total
Program Services	11766	ProgramServices
Management And General	9481	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	4230	Total
Management And General	4230	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	171224	Total
Program Services	104918	ProgramServices
Management And General	66306	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	23102	Total
Program Services	10329	ProgramServices
Management And General	12773	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	141206	Total
Program Services	93326	ProgramServices
Management And General	47880	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	0	Total

Travel Travel

Field	Value	IRS element (for citing)
Total	176166	Total
Program Services	105594	ProgramServices
Management And General	70572	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	426304	Total
Program Services	426304	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	50163	Total
Program Services	35096	ProgramServices
Management And General	15067	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	11043	Total
Management And General	11043	ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
Site/study payments	2206500	2206500
Indirect SWOG program activities	11981	11981
Miscellaneous	15587		15587

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	0	Total

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	6751277	Total
Program Services	5631950	ProgramServices
Management And General	1051626	ManagementAndGeneral
Fundraising	67701	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	7701890	BOY
EOY	2241543	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
EOY	1776624	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
EOY	1781944	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	5259509	BOY
EOY	2067598	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	343884	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	121202	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	272843	BOY
EOY	222682	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
EOY	1538235	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	18729735	BOY
EOY	18463744	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	31963977	BOY
EOY	28092370	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	7636	BOY
EOY	349948	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	17181264	BOY
EOY	9938491	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	17188900	BOY
EOY	10288439	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	10248383	BOY
EOY	10670827	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	4526694	BOY
EOY	7133104	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	14775077	BOY
EOY	17803931	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	31963977	BOY
EOY	28092370	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	3976019	ReconcilationRevenueExpenses
Reconcilation Other Changes	-947165	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
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	2748604	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2087627	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2267009	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	10801950	CurrentTaxYearMinus1Year
Current Tax Year	9807080	CurrentTaxYear
Total	27712270	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2748604	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2087627	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2267009	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	10801950	CurrentTaxYearMinus1Year
Current Tax Year	9807080	CurrentTaxYear
Total	27712270	Total

Field	Value	IRS element (for citing)
Public Support Total170	27712270	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	30862	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	93052	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	566322	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	822877	CurrentTaxYearMinus1Year
Current Tax Year	913119	CurrentTaxYear
Total	2426232	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Current Tax Year	7097	CurrentTaxYear
Total	7097	Total

Field	Value	IRS element (for citing)
Total Support	30145599	TotalSupport
Public Support Pertcentage170	0.91930	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.74150	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	99022	Depreciation
Book Value	222682	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	222682	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (6 entries)

DescriptionDescription	Method Of ValuationMethodOfValuation	Book ValueBookValue
Marketable securities	F
Stocks	F	3681065
Equity based mutual funds	F	2509834
US federal agencies	F	3344898
Corporate bonds, notes debentures	F	6282729
Fixed income mutual funds	F	2645218

Field	Value	IRS element (for citing)
Total Of Book Value Securities	18463744	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescription	AmountAmount
Accrued PTO
Site/study payments liability	$1,591,012
Assets held for others	$8,347,479

Field	Value	IRS element (for citing)
Total Of Amounts	9938491	TotalOfAmounts
Total Revenue	10727296	TotalRevenue
Total Expenses	6751277	TotalExpenses
Excess Or Deficit For Year	3976019	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-947165	NetUnrealizedGLOnInvestments
Total Adjustments	-947165	TotalAdjustments
Excess Or Deficit Per FS	3028854	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	9628730	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-947165	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	-947165	RevenueNotRptdF990
Revenue Subtotal	10575895	RevenueSubtotal
Investment Expenses Not Included	151401	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	151401	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	10727296	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	6599876	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	6599876	ExpensesSubtotal
Investment Expenses Not Included2	151401	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	151401	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	6751277	TotalExpensesPerForm990

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (13 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
Cancer Research & Biostatistics
1730 Miner Ave Ste 1900	Seattle	WA	981011468	911828539	12027	Spring 2011 Group Meeting
Cancer Research & Biostatistics
1730 Miner Ave Ste 1900	Seattle	WA	981011468	911828539	250000	Obtaining medical claims data for use in SWOG comparative effectiveness studies
Fred Hutchinson Cancer Research Center
1100 Fairview Ave North	Seattle	WA	981091024	237156071	50000	Coltman fellowship - Othus
Genomic Health
301 Penobscot Drive	Redwood City	CA	940634700	770552594	850000	500 clinical tests
Baylor College of Medicine
1 Baylor Plz	Houston	TX	77030	741613878	50000	GU fellowship
Lift Consulting
1979 Bay Hill Court	Ann Arbor	MI	48108	200186860	79422	Leadership development
University of Arizona
PO Box 3308	Tucson	AZ	857223308	742652689	119881	Prospective Validation of Karyometric Analysis - Krouse
The Society for Melanoma Research
c/o Site Solutions Worldwide PO Box	Burnt Hills	NY	12027	810638484	10000	Operational expenses
Fred Hutcinson Cancer Research Center
1100 Fairview Ave North PO Box 1902	Seattle	WA	981091024	237156071	125000	Identification of defferentially methylated genomic regions that are prognostically significant in AML - Fang
University of Michigan
3003 S state St Wolverine Tower Rm	Ann Arbor	MI	48109	386006309	231145	Clinical, Epidemiologic and Genomic Studies of Helicobacter Pylori in Lima - Valdivieso
University of Arizona
PO Box 3308	Tucson	AZ	857223308	742652689	128815	Novel Aurora plus Brutons Tyrosine Kinase Targeted Therapies for Aggressive B-cell Non-Hodgkins Lymphoma - Mahadevan
University of Arizona
PO Box 3308	Tucson	AZ	857223308	742652689	50000	Coltman fellowship- Jeter
University of Arizona
PO Box 3308	Tucson	AZ	857223308	742652689	50000	Coltman fellowship - Persky

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	7	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	6	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 (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990 Part VI	Line 11	The form 990 is reviewed by the Board President, the Director, and the Secretary prior to filing
Form 990 Part VI	12c	There is a conflict of interest committee to manage any reported conflicts. Conflict forms are requested annually.
Form 990 Part VI	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	19	All governing documents are available to the public upon request
Form 990 Part XI	5	Other changes in net assets or fund balances - unrealized loss of 947,165
		Form 990 Part VI Section B Line Line 11 The form 990 is reviewed by the Board President, the 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 XI Line 5 Other changes in net assets or fund balances - unrealized loss of 947,165

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	649159	TotalIncome
EOY Assets	9801803	EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	The Hope Foundation	BusinessNameLine1