2012-04-27T08:43:46-05:00 2011-08-31 ERNST & YOUNG US LLP 1901 6TH AVENUE NORTH STE 1200 BIRMINGHAM AL 35203 990 2010-09-01 640329009 AMERICAN CANCER SOCIETY INC MID-SOUTH DIVISION INC AMER 2059308860 1100 Ireland Way Birmingham AL 35205 KELLY DOSS 2012-04-26 2052512000 2010 2016-02-24 21:20:13Z Lisa Roth 1100 Ireland Way Suite 300 Birmingham AL 35205 74308781 false 0580 X www.cancer.org X 1996 MS To eliminate cancer as a major health problem by preventing cancer, saving lives, and diminishing suffering from the disease, through research, education, advocacy and service. 30 30 607 233416 0 0 63450888 63636583 2287 15470 1042894 1192237 164895 103667 64660964 64947957 2476407 2127748 0 0 28639406 28844156 155715 141699 11586840 33778296 34687523 65049824 65801126 -388860 -853169 102787775 100232688 28201780 25668628 74585995 74564060 X The American Cancer Society is the nationwide, community-based, volunt VOLUNTARY HEALTH ORGANIZATION DEDICATED TO ELIMINATING CANCER AS A MAJOR HEALTH PROBLEM BY PREVENTING CANCER, SAVING LIVES AND DIMINISHING SUFFERING FROM CANCER THROUGH RESEARCH, EDUCATION, ADVOCACY AND SERVICE. false false 15722069 1988934 0 Patient Support programs assist cancer patients and their families in an effort to ease the burden of the disease. Relay for Life - See Schedule O GRANTS TO AFFILIATES $25,000 - SEE SCHEDULE O 7362420 138814 9721 Prevention programs, derived in part on our cancer research, provide the public and health professionals with information and education to prevent cancer occurrence and to reduce the risk of developing cancer. Relay for Life - See Schedule O 5887265 0 0 Detection and Treatment programs seek to find cancer before it is clinically apparent and provide information and education about options for treatment, a cure, recurrence, symptom management, and pain control. Relay for Life - See Schedule O 23087770 0 5749 52059524 true true false true false false false false true true false false true true false false true false false false false false true true false false true true true false false false false false false false false true false false false false false false false false false true X 280 1 true 607 true false false false false false true true true 0 false false false false X 30 30 false false false false false false false true true false false true true true true true true true true false AL AR KY LA MS TN X X KELLY G DOSS 2059308860 1100 IRELAND WAY SUITE 300 Birmingham AL 35205 JOHN R KELLY PHD 5.0 X X 0 0 0 ED COULTER EDD 5.0 X X 0 0 0 WILLIAM BOYKIN JR MD 5.0 X X 0 0 0 DIANA S DIAZ RN MS 5.0 X X 0 0 0 WILLIAM G ROBBINS 5.0 X X 0 0 0 THOMAS BARKER 3.0 X 0 0 0 DONNIE BATIE MD 3.0 X 0 0 0 MICHAEL BERRY MD 3.0 X 0 0 0 MONA N FOUAD MD MPH 3.0 X 0 0 0 TERRY FONTHAM MPH DRPH 3.0 X 0 0 0 JOSEPH C GERACI JR 3.0 X 0 0 0 TINA GILL 3.0 X 0 0 0 LINDA GOODSON RN 3.0 X 0 0 0 SUSAN D HENRY LCSW 3.0 X 0 0 0 SIS HOVIS 3.0 X 0 0 0 CAROL C HUNTER 3.0 X 0 0 0 DANIEL E KENADY SR MD 3.0 X 0 0 0 BENJAMIN D LI MD FACS 3.0 X 0 0 0 EDWARD E PARTRIDGE MD 3.0 X 0 0 0 PETER R PETTIT 3.0 X 0 0 0 LELAND MITCHELL III 3.0 X 0 0 0 JOAN PERRY 3.0 X 0 0 0 SALLY SELF MED LSW 3.0 X 0 0 0 SHARON CARTER SHERIDAN 3.0 X 0 0 0 THOMAS SURTEES 3.0 X 0 0 0 RONDA HENRY TILLMAN MD 3.0 X 0 0 0 BRENDA TURNER 3.0 X 0 0 0 BEDFORD WATERS MD FACS 3.0 X 0 0 0 LAURA WITHERSPOON MD FACS 3.0 X 0 0 0 DEBRA WYMER 3.0 X 0 0 0 Lisa Roth 55.0 X 241725 0 252333 Kelly Doss 45.0 X 168586 0 175702 Pamela Dotson 45.0 X 187719 0 221898 Michael Calhoun 45.0 X 197356 0 266968 Scott Dillard 45.0 X 143870 0 122486 Steven Ryan Palmer 45.0 X 145638 0 218882 Mickey Jones 45.0 X 136891 0 54456 Elaine Gordon 45.0 X 139747 0 113157 Robert Morris 45.0 X 131386 0 54606 1492918 0 1480488 13 false true false BRICE BUILDING COMPANY INC 2311 HIGHLAND AVE SOUTH SUITE 200 BIRMINGHAM AL 35205 Constr of Hope Lodge 2540447 1 1699552 45377190 148811 16411030 1459371 63636583 Program Service Fees 900099 9721 9721 Registration Fees 900099 5749 5749 15470 1169114 1169114 0 0 94044 5411 88633 88633 88633 3956349 15302 3948528 0 7821 15302 23123 23123 5381039 45377190 5381039 0 600 0 600 600 22119 25846 -3727 -3727 Other Revenue 900099 18161 18161 18161 64947957 15470 0 1295904 526955 526955 1600793 1600793 0 0 849252 558043 44416 246793 302559 198811 15824 87924 20011915 13215349 1030056 5766510 2718945 1797921 139975 781049 3161287 2083714 163713 913860 1800198 1188078 92793 519327 0 18906 8214 7059 3633 7000 4600 366 2034 0 141699 141699 0 1775154 1051265 131553 592336 4926 2826 35 2065 2122362 1433283 151740 537339 52613 35470 2615 14528 0 2308812 1767247 95568 445997 2026531 1414521 54511 557499 0 911605 631349 33333 246923 17113 12159 4954 22870724 22870724 1568965 1025816 82462 460687 124584 81864 6516 36204 PRINT-EDUCATION& FUNDRAISING 777891 499890 56257 221744 MISCELLANEOUS 48669 9062 39689 -82 MEMBERSHIP DUES&SUBSCRIPTION 26668 16570 1327 8771 GRANTS TO AFFILIATES 25000 25000 65801126 52059524 2154762 11586840 X 11345235 6550057 364857 4430321 1000 625 29010217 23335544 7349906 6646230 6479 0 256832 189781 40182182 13790090 27200989 26392092 16452678 18725780 1574693 3119413 20934981 21823223 102787775 100232688 7289372 7066790 115756 120946 584000 0 20212652 18480892 28201780 25668628 X 52589497 57690664 14165551 7975448 7830947 8897948 74585995 74564060 102787775 100232688 X -853169 831234 X X false true true X false X 68598887 71087148 63650578 63450888 63636583 330424084 68598887 71087148 63650578 63450888 63636583 330424084 330424084 1914237 1884541 1404045 1100953 1263158 7566934 4623 -69742 -346018 76363 18161 -316613 337674405 24719357 0.97853 0.97773 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51412 63440 114852 54099434 54214286 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 152591 133485 53841 114852 454769 250000 250000 250000 250000 1000000 1500000 103773 93870 6290 51412 255345 General Lobbying Narrative Schedule C, Part IV PUBLIC POLICY INITIATIVES HAVE THE POTENTIAL TO IMPACT PEOPLE TOUCHED BY CANCER. RECOGNIZING THE POWER OF ADVOCACY TO ACCOMPLISH ITS MISSION, THE AMERICAN CANCER SOCIETY SUPPORTS LIMITED LOBBYING ACTIVITIES TO ACHIEVE EVIDENCE-BASED POLICY AND LEGISLATIVE SOLUTIONS DESIGNED TO ELIMINATE CANCER AS A MAJOR HEALTH PROBLEM. 139821 19416 159237 131307 8514 139821 162189 -30882 131307 1.00000 true false 2274711 2274711 33844601 10576512 23268089 154159 143897 10262 1447308 1260010 187298 2461403 1809671 651732 26392092 COMBINED PLANNED GIVING POOL 16273984 COMBINED ENDOWMENT POOL 159237 DUE FROM AFFILIATES 5061144 SECURITY AND OTHER DEPOSITS 327215 PROPERTY HELD FOR SALE 1643 21823223 0 DUE TO AFFILIATES 18084142 CAPITAL LEASE AND DISCOUNT 396750 18480892 64947957 65801126 -853169 1185296 -346761 -7302 831233 -21936 66086685 1185296 -46568 1138728 64947957 64947957 65801126 65801126 65801126 USE OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE FILING ORGANIZATION MAINTAINS ENDOWMENT FUNDS IN PERPETUITY. DISTRIBUTIONS FROM THE INVESTMENT EARNINGS OF THE ENDOWMENT FUNDS ARE MADE IN ACCORDANCE WITH THE FILING ORGANIZATION'S ENDOWMENT SPENDING POLICY. THESE DISTRIBUTIONS ARE USED FOR THE FILING ORGANIZATION'S MISSION IN ACCORDANCE WITH ANY APPLICABLE DONOR RESTRICTIONS. RECONCILIATION OF CHANGE IN NET ASSETS FROM FORM 990 TO FS Schedule D, Part XI, Line 7 ($346,761) REPRESENTS A PRIOR YEAR ADJUSTMENT RELATED TO PLANNED GIVING INSTRUMENTS, WHICH WAS MADE TO THE AMERICAN CANCER SOCIETY'S PRIOR YEAR AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THIS CONSOLIDATED ADJUSTMENT IS BEING PASSED THROUGH TO THE FILING ORGANIZATION AS A PRIOR PERIOD ADJUSTMENT TO NET ASSETS. PLEASE SEE AUDITED FINANCIAL STATEMENTS SCHEDULE O DISCLOSURE FOR ADDITIONAL DISCUSSION; RECONCILIATION OF CHANGE IN NET ASSETS FROM FORM 990 TO FS Schedule D, Part XI, Line 8 ($46,568) IS THE CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS; AND $39,266 IS THE NET CHANGE IN RETIREMENT PLAN LIABILITY. RECONCILIATION OF CHANGE IN VALUE FROM FORM 990 TO FS SCHEDULE D, PART XII, LINE 2D CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS: ($46,568) X X X X X X X true SEE SCHEDULE D PART IV RENEWAL Mail false 2294808 141699 2153109 2294808 141699 2153109 AL AR KY LA MS TN RELAY FOR LIFE 41996292 38639908 3356384 365368 64475 9793 32513 2884235 GALA 3269791 2483560 786231 943 23245 35228 3000 723815 136 5492746 4253722 1239024 1423 130 4066 1134 1232271 50758829 45377190 5381639 367734 87850 49087 36647 4840321 5381639 0 SUPPLEMENTAL INFORMATION REGARDING HIGHEST PAID FUNDRAISERS SCHEDULE G, PART I, LINE 2B(I) THE FILING ORGANIZATION PARTICIPATES IN CERTAIN MAIL SOLICITATION PROGRAMS WITH THE AMERICAN CANCER SOCIETY, INC. (NATIONAL HOME OFFICE). THE NATIONAL HOME OFFICE MANAGES THESE PROGRAMS AND CONTRACTS DIRECTLY WITH VENDORS TO PROVIDE SERVICES FOR THESE MAIL SOLICITATION PROGRAMS. THE FILING ORGANIZATION'S SHARE OF THE COSTS OF THESE PROGRAMS IS ALLOCATED TO THE FILING ORGANIZATION FROM THE NATIONAL HOME OFFICE. THE FILING ORGANIZATION HAS REPORTED THESE COSTS AS PROFESSIONAL FUNDRAISING COSTS ON LINE 11E OF PART IX OF THE CORE FORM 990. THE NATIONAL HOME OFFICE COMPLIES WITH ALL REQUIRED STATUTORY FILING REQUIREMENTS AS A RESULT OF ITS CONTRACTS WITH THE VENDORS FOR THESE PROGRAMS. SUPPLEMENTAL INFORMATION REGARDING FUNDRAISING EVENTS SCHEDULE G, PART II RELAY FOR LIFE IS AN EVENT THAT FOCUSES SUPPORT ON SURVIVORS WHO HAVE BATTLED AND ARE BATTLING THE DISEASE AND THE CAREGIVERS THAT GIVE THEIR SUPPORT TO THOSE FIGHTING CANCER. IT HONORS THOSE WHO HAVE BEEN LOST TO THE DISEASE TO AID IN HEALING AND HIGHLIGHT THE IMPORTANCE OF DEFEATING THE DISEASE. FINALLY, IT HELPS FIGHT BACK AGAINST THE DISEASE BY PARTICIPANTS MAKING A PERSONAL COMMITMENT TO SAVE LIVES BY TAKING UP THE FIGHT AGAINST CANCER. THIS COMMITMENT INVOLVES DOING SOMETHING SUCH AS GETTING A SCREENING TEST, QUITTING SMOKING OR TALKING TO ELECTED OFFICIALS ABOUT CANCER. BY TAKING ACTION, PEOPLE ARE PERSONALLY TAKING STEPS TO SAVE LIVES AND FIGHT BACK AGAINST THE DISEASE. true Memorial Hospital PO Box 1810 Gulfport MS 39502 646010232 Other 6000 Transportation Grant Cookeville Regional Cancer Center 1 Medical Center Blvd Cookeville TN 38501 626002166 501c3 6500 Transportation Grant Northwest Arkansas Radiation 5835 W Sunset Ave Springdale AR 72762 710595593 Other 5500 Transportation Grant Montgomery Cancer Center 4145 Carmichael Rd Montgomery AL 36106 721366767 Other 6350 Transportation Grant Cancer Care Center of Jackson 322 Hospital Blvd Jackson TN 38305 621427799 Other 15220 Transportation Grant Western Baptist Radiation Oncology 2501 Kentucky Ave Paducah KY 42003 610444707 501c3 5992 Transportation Grant Center for Cancer Care One Hospital Drive Huntsville AL 35801 631185834 Other 6500 Transportation Grant Oncologies Inc 917 General Mouton Ave Lafayette LA 70501 721007343 Other 6500 Transportation Grant Vanderbilt - Ingram Cancer Center 1301 Medical Center Dr Nashville TN 37232 620476822 501c3 9500 Transportation Grant Mary Bird Perkins Cancer Center 4950 EssenLane Baton Rouge LA 70809 237010520 Other 6000 Transportation Grant Cumberland Medical Center 421 South Main Street Crossville TN 38555 620790132 501c3 5325 Transportation Grant Pikeville Medical Center 911 Bypass Road Pikeville KY 41501 610458376 Other 6000 Transportation Grant Mitchell Memorial Cancer Center 1020 Breckenridge St Owensboro KY 42303 611286361 Other 7500 Transportation Grant DCH Cancer Treatment Ctr 809 University Blvd E Tuscaloosa AL 35401 636000271 Other 6094 Transportation Grant Central Arkansas Radiation PO Box 55050 Little Rock AR 72215 710437657 501c3 6000 Transportation Grant LSU Health Sciences Center 1600 Canal Street New Orleans LA 70112 720702002 501c3 12302 Transportation Grant Forrest General Hospital 301 S 28th Ave Hattiesburg MS 39401 640714666 501c3 5250 Transportation Grant USA Mitchell Cancer Institue 1660 Springhill Ave Mobile AL 36604 630477348 Other 7034 Transportation Grant Anderson Regional Cancer Center 1704 23rd Ave Meridian MS 39301 640362400 501c3 7600 Transportation Grant Kirkland Cancer Center 620 Skyline Drive Jackson TN 38301 626010402 Other 6500 Transportation Grant University of MS Medical Center 350 W Woodrow Wilson Dr Jackson MS 39213 646006520 Other 5996 Transportation Grant Mercy Health Systems 7551 Dannaher Way Knoxville TN 37849 452535623 Other 6000 Transportation Grant Commonwealth Cancer Center 520 Techwood Drive Danville KY 40422 611277847 Other 6000 Transportation Grant Deep South Network for Cancer 619 19th Street South Birmingham TN 35294 636005396 Other 75400 Deep South Network Camp Aldersgate 2000 Aldersgate Road Little Rock TN 72205 710265209 Other 23400 Camp/Cancer Patients Campaign For Tobacco - Free Kids 1400 I Street NW Washington DC TN 20005 521969967 501c3 32958 Program Grant 9 17 Hair U Wear Wigs 1133 150879 Retail Cost Hair U Wear Wigs Look Good Feel Better Kits 5100 1275000 Average Cost LGFB Kits College Scholarship for Childhood Cancer 101 100500 Scholarships Gas Cards 992 74414 Average Cost Gas Cards GRANT MONITORING Schedule I, Part I, Line 2 1. GRANTS AWARDED TO HOSPITALS AND CANCER CENTERS FOR PATIENT TRANSPORTATION PROCEDURE: AN INITIAL PORTION OF THE GRANT IS GIVEN TO THE FACILITY AT THE BEGINNING TO ESTABLISH THE PROGRAM. QUARTERLY, THE FACILITY SUBMITS REPORTS TO ACS SHOWING THE TRIPS PROVIDED TO CANCER PATIENTS. THE DIVISION WILL THEN DISPERSE THE NEXT QUARTERLY PAYMENT TO THE FACILITY. 2. GRANTS AWARDED FOR CHILDREN'S CANCER CAMPS PROCEDURE: ACS REIMBURSES THE FACILITY FOR EXPENSES INCURRED UP TO THE AMOUNT AVAILABLE FOR FUNDING. ACS RECEIVES DETAILED INVOICES AND RECEIPTS TO DOCUMENT THE GRANT PAYMENTS. 3. SCHOLARSHIPS AWARDED TO YOUNG CANCER SURVIVORS PROCEDURE: STUDENTS ARE REQUIRED TO SUBMIT AN APPLICATION WHICH VALIDATES ELIGIBILITY REQUIREMENTS, CANCER DIAGNOSIS, AND ATTENDANCE AT AN ACCREDITED INSTITUTION. THE INDIVIDUAL MUST MEET MINIMUM CRITERIA TO QUALIFY. THE GRANT PAYMENTS ARE ISSUED DIRECTLY TO THE UNIVERSITY ON BEHALF OF THE INDIVIDUAL RECIPIENT. THE UNIVERSITY REFUNDS ANY UNUSED GRANT PORTIONS DIRECTLY TO ACS. 4. OTHER GRANTS AWARDED PROCEDURE: VARIOUS OTHER GRANTS ARE AWARDED AND ACS IS PROVIDED PROGRESS REPORTS ON THE AGREED OBJECTIVES FOR THE FUNDS. X X X X false true false false false false false false false Lisa Roth 241238 0 0 0 487 0 238308 0 14025 0 494058 0 0 0 Kelly Doss 167525 0 0 0 1061 0 161043 0 14659 0 344288 0 0 0 Pamela Dotson 186803 0 0 0 916 0 209899 0 11999 0 409617 0 0 0 Michael Calhoun 194345 0 0 0 3011 0 253786 0 13182 0 464324 0 0 0 Scott Dillard 143652 0 0 0 218 0 108850 0 13636 0 266356 0 0 0 Steven Ryan Palmer 143925 0 0 0 1713 0 204409 0 14473 0 364520 0 0 0 Mickey Jones 136215 0 0 0 676 0 53851 0 605 0 191347 0 0 0 Elaine Gordon 139599 0 0 0 148 0 107279 0 5878 0 252904 0 0 0 Robert Morris 131035 0 0 0 351 0 40939 0 13667 0 185992 0 0 0 SUPPLEMENTAL RETIREMENT PLAN COMPENSATION SCHEDULE J, PART I, LINE 4B THE FILING ORGANIZATION MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") AS PART OF THE TOTAL COMPENSATION ARRANGEMENTS FOR CERTAIN EXECUTIVES. THE SERP IS DESIGNED TO RESTORE CERTAIN BENEFITS THAT ARE LOST AS A RESULT OF TAX RESTRICTIONS ON BENEFITS PAYABLE FROM THE TAX-QUALIFIED DEFINED BENEFIT RETIREMENT PLAN. AS PART OF THE COMPENSATION COMMITTEE (THE "COMMITTEE") RESPONSIBILITIES, THE COMMITTEE CONSIDERS THE NEW AND TOTAL VALUES OF ALL SERP BENEFITS AS PART OF THE TOTAL COMPENSATION FOR EACH PARTICIPATING EXECUTIVE. THE COMMITTEE PROCESS IS FULLY DESCRIBED IN SCHEDULE O AS RELATED TO PART VI, LINE 15. INCLUDED IN COLUMN B(III) IS AN AMOUNT REPRESENTING THE CURRENT YEAR CHANGE IN ACTUARIAL VALUE OF PLAN ASSETS, AND IN SOME CASES THE CURRENT YEAR CONTRIBUTION TO PLAN ASSETS. WITH THE EXCEPTION OF ANY CURRENT YEAR RETIREES, NO AMOUNTS WERE ACTUALLY PAID TO THE ELIGIBLE EXECUTIVES DURING THE YEAR. THE INDIVIDUAL LISTED BELOW PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. FOR CALENDER YEAR 2010, THERE WAS NO IN-SERVICE DISTRIBUTION OR BENEFIT PAYMENT FOR LISA ROTH. X 15 15156 cost / selling price X COSMETIC KITS 5100 1275000 FMV X WIGS 1133 150879 FMV X Chevron Gas Card 1 3000 COST / SELLING PRICE X Appliances 1 15336 cost / selling price 0 false true true CARS FOR A CURE SCHEDULE M,PART I,LINES 6,29&32B,AND FORM 990,PART V,LINES 7C,7D&7H CARS FOR A CURE IS A PROGRAM WHICH ENCOURAGES INDIVIDUALS TO DONATE THEIR CAR, TRUCK, MOTORCYCLE, NEWER BOAT ON A TRAILER, RV, AND/OR MOTOR HOME TO THE AMERICAN CANCER SOCIETY. THE AMERICAN CANCER SOCIETY USES A THIRD PARTY AUCTION VENDOR TO SELL THE DONATED ITEMS. THE PROCEEDS FROM THE SALE ARE THEN USED FOR THE AMERICAN CANCER SOCIETY'S MISSION. THE CARS FOR A CURE PROGRAM IS MANAGED CENTRALLY BY THE AMERICAN CANCER SOCIETY, INC. (NATIONAL HOME OFFICE). THE NATIONAL HOME OFFICE USES ONE OF ITS CHARTERED DIVISIONS TO PERFORM THE ADMINISTRATIVE FUNCTIONS OF THE CARS FOR A CURE PROGRAM. AS A RESULT, FORMS 8282, 8283 AND 1098-C, WHICH ARE ALL REQUIRED TO BE FILED WITH THE IRS IN CONNECTION WITH THE RECEIPT AND SALE OF THESE NON-CASH CONTRIBUTIONS, ARE FILED USING THE CHARTERED DIVISION'S EMPLOYER IDENTIFICATION NUMBER RATHER THAN THE FILING ORGANIZATION'S EMPLOYER IDENTIFICATION NUMBER. DESCRIPTION OF OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D PUBLIC SUPPORT, WHICH IS ALLOCABLE TO AFFILIATES FOR NATIONALLY MANAGED PROGRAMS. THESE NATIONALLY MANAGED PROGRAMS, WHICH INCLUDE RESEARCH AND THE NATIONAL CANCER INFORMATION CENTER (1-800-227-2345), DIRECTLY BENEFIT CONSTITUENTS OF THE FILING ORGANIZATION AS WELL AS OTHER AFFILIATED ORGANIZATIONS THROUGHOUT THE NATION. RESEARCH PROGRAMS PROVIDE FINANCIAL SUPPORT TO ACADEMIC INSTITUTIONS AND SCIENTISTS TO SEEK NEW KNOWLEDGE ABOUT THE CAUSES, PREVENTION, AND CURE OF CANCER AND TO CONDUCT EPIDEMIOLOGIC AND BEHAVIORAL STUDIES. SUPPLEMENTAL INFORMATION REGARDING FUNDRAISING EVENTS PART III, LINES 4A-4C RELAY FOR LIFE IS AN EVENT THAT FOCUSES SUPPORT ON SURVIVORS WHO HAVE BATTLED AND ARE BATTLING THE DISEASE AND THE CAREGIVERS THAT GIVE THEIR SUPPORT TO THOSE FIGHTING CANCER. IT HONORS THOSE WHO HAVE BEEN LOST TO THE DISEASE TO AID IN HEALING AND HIGHLIGHT THE IMPORTANCE OF DEFEATING THE DISEASE. FINALLY, IT HELPS FIGHT BACK AGAINST THE DISEASE BY PARTICIPANTS MAKING A PERSONAL COMMITMENT TO SAVE LIVES BY TAKING UP THE FIGHT AGAINST CANCER. THIS COMMITMENT INVOLVES DOING SOMETHING SUCH AS GETTING A SCREENING TEST, QUITTING SMOKING OR TALKING TO ELECTED OFFICIALS ABOUT CANCER. BY TAKING ACTION, PEOPLE ARE PERSONALLY TAKING STEPS TO SAVE LIVES AND FIGHT BACK AGAINST THE DISEASE. NONCASH CONTRIBUTIONS AND CARS FOR A CURE FORM 990, PART V, LINES 7C, 7D, & 7H THE CARS FOR A CURE PROGRAM IS MANAGED CENTRALLY BY THE AMERICAN CANCER SOCIETY, INC. (NATIONAL HOME OFFICE). THE NATIONAL HOME OFFICE USES ONE OF ITS CHARTERED DIVISIONS TO PERFORM THE ADMINISTRATIVE FUNCTIONS OF THE CARS FOR A CURE PROGRAM. AS A RESULT, FORMS 8282, 8283 AND 1098-C, WHICH ARE ALL REQUIRED TO BE FILED WITH THE IRS IN CONNECTION WITH THE RECEIPT AND SALE OF THESE NON-CASH CONTRIBUTIONS, ARE FILED USING THE CHARTERED DIVISION'S EMPLOYER IDENTIFICATION NUMBER RATHER THAN THE FILING ORGANIZATION'S EMPLOYER IDENTIFICATION NUMBER. PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW FORM 990 FORM 990, PART VI, LINE 11A MANAGEMENT PREPARES AND REVIEWS THE FORM 990. THEN, PRIOR TO FILING WITH THE IRS, THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS' AUDIT & STEWARDSHIP COMMITTEE. THE CFO THEN CONDUCTS A DETAILED REVIEW OF THE FORM 990 WITH THE COMMITTEE MEMBERS. AN ELECTRONIC (OR HARD) COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO THE FORM BEING FILED WITH THE IRS. PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, LINE 12C THE AMERICAN CANCER SOCIETY MAINTAINS A WRITTEN CONFLICT OF INTEREST (COI) POLICY, WHICH IS REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS' AUDIT COMMITTEE AT LEAST ANNUALLY AND MODIFIED AS REQUIRED. THE BOARD OF DIRECTORS, TRUSTEES, OFFICERS, KEY EMPLOYEES, AND ALL OTHER EMPLOYEES OF THE ORGANIZATION ARE REQUIRED TO CERTIFY ANNUALLY THAT THEY HAVE READ AND UNDERSTAND THE COI POLICY AND SUBMIT A WRITTEN QUESTIONNAIRE EACH YEAR DISCLOSING ANY KNOWN CONFLICTS. THE RESPONSES TO THE QUESTIONNAIRES ARE REVIEWED BY MANAGEMENT. MANAGEMENT ALSO MONITORS ALL TRANSACTIONS DURING THE NORMAL COURSE OF BUSINESS TO IDENTIFY OTHER POTENTIAL CONFLICTS. ON A QUARTERLY BASIS, THE BOARD OF DIRECTORS' AUDIT COMMITTEE REVIEWS POTENTIAL CONFLICTS TO DETERMINE WHETHER ANY ACTUAL CONFLICTS EXIST. INDIVIDUALS WHO BELIEVE THEY ARE IN A POTENTIAL CONFLICT ARE REQUIRED TO RECUSE THEMSELVES FROM THE DELIBERATION AND DECISION-MAKING PROCESS. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, LINES 15A & 15B THE AMERICAN CANCER SOCIETY USES AN INDEPENDENT COMPENSATION COMMITTEE ("THE COMMITTEE") TO DETERMINE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER ("CEO") AND ALL DISQUALIFIED PERSONS (DEFINED BELOW), WHICH INCLUDES OTHER OFFICERS AND ALL KEY EMPLOYEES. THE COMMITTEE DISCHARGES THE DUTY OF THE BOARD OF DIRECTORS (THE "BOARD") IN FULFILLING THE BOARD'S OVERSIGHT RESPONSIBILITIES FOR DETERMINING THE ADEQUACY AND REASONABLENESS OF THE COMPENSATION AND BENEFITS PAID TO THE CEO. THIS COMMITTEE FULFILLS THE SAME RESPONSIBILITIES REGARDING OTHER EMPLOYEES OR INDIVIDUALS ASSOCIATED WITH THE AMERICAN CANCER SOCIETY WHO THE COMMITTEE DETERMINES TO BE OR TO HAVE BEEN AT ANY TIME DURING THE PRECEDING FIVE YEARS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE AMERICAN CANCER SOCIETY WITHIN THE MEANING OF SECTION 4958 OF THE INTERNAL REVENUE CODE AND THE REGULATIONS PROMULGATED THEREUNDER ("DISQUALIFIED PERSONS"). THE COMMITTEE OPERATES UNDER A CHARTER, WHICH PROVIDES THAT IN THE DISCHARGE OF ITS DUTIES THE COMMITTEE WILL: (A)CONDUCT AN ANNUAL REVIEW OF AND COMMENT ON THE CEO'S PERFORMANCE AGAINST DEFINED GOALS; (B)REVIEW ANNUALLY THE CEO'S COMPENSATION AND BENEFITS IN RELATION TO THE MARKETPLACE AND RELEVANT INDEPENDENT DATA; (C)REVISE IF NECESSARY THE CEO'S PERFORMANCE GOALS; (D) DECIDE ON ANY CHANGES IN THE CEO'S COMPENSATION AND/OR BENEFITS (INCLUDING RETIREMENT BENEFITS OR ISSUES RELATING TO RETIREMENT) OR IN HIS OR HER EMPLOYMENT AGREEMENT; (E) IDENTIFY THE FILING ORGANIZATION'S OTHER DISQUALIFIED PERSONS AND ANNUALLY REPORT ON THE IDENTITY OF THOSE PERSONS TO THE BOARD; (F) REVIEW, COMMENT ON, AND APPROVE OR SEEK CLARIFICATION ON THE RECOMMENDATIONS OF THE CEO ON THE TERMS OF EMPLOYMENT AND RANGE OF COMPENSATION, WHICH INCLUDES SALARY RANGE AND BENEFITS, OF ALL DISQUALIFIED PERSONS (IN ADDITION TO THE CEO) AFTER DETERMINING THAT SUCH TERMS ARE REASONABLE; (G) REVIEW, COMMENT ON, APPROVE OR SEEK CLARIFICATION ON THE SEVERANCE AND/OR RETENTION ARRANGEMENTS FOR ANY DISQUALIFIED PERSON; (H) CONSIDER ALL BENEFITS PROVIDED BY THE AMERICAN CANCER SOCIETY TO THE CEO AND OTHER DISQUALIFIED PERSONS WHEN DETERMINING THE REASONABLENESS OF THE COMPENSATION AND BENEFITS; (I) DETERMINE WHETHER THE AMERICAN CANCER SOCIETY'S COMPENSATION AND BENEFIT PLANS ARE APPROPRIATE RELATIVE TO THE MARKETPLACE FOR THE SKILLS EMPLOYED, BASED ADDITIONALLY ON RELEVANT INDEPENDENT DATA, AND IF NOT, MAKE APPROPRIATE RECOMMENDATIONS TO THE BOARD; (J) REPORT ITS ACTIVITIES AND DECISIONS TO THE BOARD AT LEAST ANNUALLY. DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC FORM 990, PART VI, LINE 19 THE AMERICAN CANCER SOCIETY TAKES ITS MISSION TO SAVE LIVES SERIOUSLY AND THEREFORE WORKS TO ENSURE THAT THE RESOURCES ENTRUSTED TO IT BY THE PUBLIC ARE USED TO FULFILL OUR MISSION AND OTHERWISE PROTECTED. THE AMERICAN CANCER SOCIETY'S ORGANIZATIONAL GOVERNANCE STRUCTURE AND SYSTEM DEPLOY THE PROPER CHECKS AND BALANCES, INCORPORATE THE INPUT OF APPROPRIATE EXPERTS ON DECISION MAKING, AND ASSERT DISCIPLINE OF STRATEGIC OVERSIGHT OVER BOTH THE OPERATIONS AND THE CONDUCT OF EMPLOYEES. THE FILING ORGANIZATION'S CONFLICT OF INTEREST POLICY (WHICH CAN BE FOUND IN THE GOVERNANCE PRACTICES SECTION), AND COMBINED AUDITED FINANCIAL STATEMENTS (WHICH CAN BE FOUND IN THE FINANCIAL INFORMATION SECTION) ARE MADE AVAILABLE TO THE GENERAL PUBLIC BY POSTING TO ITS WEB SITE AT WWW.CANCER.ORG. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. SUPPLEMENTAL INFORMATION REGARDING GRANTS TO AFFILIATES Form 990, Part IX, LINE 24 LISTED BELOW ARE RECIPIENTS OF GRANTS TO AFFILIATES THAT RECEIVED $5,000 OR MORE: ORGANIZATION: AMERICAN CANCER SOCIETY, INC. NATIONAL HOME OFFICE EIN: 13-1788491 IRC SECTION: 501(C)(3) AMOUNT OF GRANTS: $25,000 PURPOSE: NHO FOR NATIONWIDE RESOURCES OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 NET UNREALIZED GAIN ON INVESTMENTS: $ 1,185,296 PRIOR YEAR PLANNED GIVING ADJUSTMENT TO NET ASSETS: (346,761) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: (46,568) NET CHANGE IN RETIREMENT PLAN LIABILITY: 39,266 ---------- TOTAL: $ 831,233 ========== GENERAL DISCLOSURE REGARDING FINANCIAL STATEMENTS FORM 990, PART XII, LINE 2B AND SCHEDULE D, PART XI, XII, XIII THE AMERICAN CANCER SOCIETY IS REQUIRED BY THE IRS TO SUBMIT FORM 990S FOR EACH OF ITS LEGAL ORGANIZATIONS. WHILE EACH FORM 990 DOES REPRESENT THE OPERATIONS OF EACH AMERICAN CANCER SOCIETY DIVISION, IT DOES NOT INDIVIDUALLY PRESENT A COMPREHENSIVE OR MEANINGFUL PICTURE OF THE AMERICAN CANCER SOCIETY'S FINANCIAL TRANSACTIONS AS A WHOLE. ADDITIONALLY, FORM 990 IS PRESENTED IN ACCORDANCE WITH IRS REGULATIONS WHICH IN SOME CASES ARE AT VARIANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THEREFORE, THE SOCIETY PROVIDES THE COMBINED FINANCIAL STATEMENTS ON ITS WEB SITE, WWW.CANCER.ORG. THE COMBINED FINANCIAL STATEMENTS PROVIDE THE ONLY MEANINGFUL FINANCIAL INFORMATION FOR THE ENTIRE AMERICAN CANCER SOCIETY ORGANIZATION SINCE THEY ARE PRESENTED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND COMBINE ALL PARTS OF THE ORGANIZATION IN ONE SET OF FINANCIAL STATEMENTS. WHILE THE FILING ORGANIZATION'S FINANCIAL STATEMENTS WERE NOT SEPARATELY AUDITED BY AN INDEPENDENT ACCOUNTANT, THE FILING ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE COMBINED FINANCIAL STATEMENTS WHICH WERE AUDITED BY AN INDEPENDENT ACCOUNTANT ALSO INCLUDED ON THE SOCIETY'S WEB SITE IS A COPY OF THE SOCIETY'S MOST RECENT ANNUAL REPORT, WHICH DISCUSSES THE ENTIRE SOCIETY'S MISSION AND ACCOMPLISHMENTS. THE FILING ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE ABOVE REFERENCED COMBINED FINANCIAL STATEMENTS, WHICH ARE AUDITED ANNUALLY BY AN INDEPENDENT ACCOUNTANT.