2012-05-08T10:51:55-05:00 2011-08-31 ERNST & YOUNG US LLP 1901 6TH AVENUE NORTH STE 1200 BIRMINGHAM AL 35203 990 2010-09-01 160743902 American Cancer Society Inc Eastern Division Inc AMER 9149494800 2 Lyon Place White Plains NY 10601 James McGovern 2012-04-30 2052512000 2010 2016-02-24 21:20:13Z Donald Distasio 2 Lyon Place White Plains NY 10601 187410903 false 0580 X www.Cancer.org X 1998 NY 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. 36 36 530 350000 0 0 88613313 89854551 0 0 1763780 2948425 -33699 786612 90343394 93589588 3000223 3167204 0 0 44810154 43572041 223114 220471 17022012 47945547 49629309 95979038 96589025 -5635644 -2999437 168181446 163918496 74228597 72183361 93952849 91735135 X The American Cancer Society is the nationwide, community-based voluntary health organization dedicated to eliminating cancer as a major health problem by preventing cancer, saving lives, and diminishing suffering from the disease, through research, education, advocacy, and service. false false 9142060 67839 0 PREVENTION: PROGRAMS THAT PROVIDE THE PUBLIC AND HEALTH PROFESSIONALS WITH INFORMATION AND EDUCATION TO PREVENT CANCER OCCURENCES OR TO REDUCE THE RISK OF DEVELOPING CANCER. RELAY FOR LIFE AND MAKING STRIDES - SEE SCHEDULE O. 11772603 27369 0 DETECTION & TREATMENT: Programs directed at finding cancer before clinically apparent and provide information about cancer treatments for cure, recurrence, symptom management, and pain control. Relay for Life and Making Strides - See Schedule O 26096114 3034106 0 PATIENT SUPPORT: Programs to assist cancer patients and their families and ease the burden of cancer for them. Relay for Life and Making Strides - See Schedule O SEE GRANTS TO AFFILIATES: $25,000 30047710 37890 0 77058487 true true false true false false false false true true true false true true false false true false false false false false true true true false true true true true false false false false false false false false false false true false false false false false false false false false true X 235 2 true 530 true false false false false false true true true 0 false false false false X 36 36 false false false false false false false true true false false true true true true true true true true false NJ NY X X THOMAS J HALTER 9143974800 2 LYON PLACE White Plains NY 10601 Arnold M Baskies MD 5.0 X X 0 0 0 Clare B Bradley MD MPH 5.0 X X 0 0 0 Ivan C Brown CPA 5.0 X X 0 0 0 Aimee R Belgard Esq 5.0 X X 0 0 0 Maureen Killackey MD 5.0 X X 0 0 0 Leslie J Kohman MD 3.0 X 0 0 0 Terri Merlino 3.0 X 0 0 0 James L Speyer MD 3.0 X 0 0 0 Lawrence S Sykoff PhD 3.0 X 0 0 0 Barrie R Cassileth PhD 3.0 X 0 0 0 Henvai Wu MD 3.0 X 0 0 0 Joseph Conley 3.0 X 0 0 0 Lee Cutler 3.0 X 0 0 0 Lina Fang 3.0 X 0 0 0 Thomas J Foels MD 3.0 X 0 0 0 Mark King 3.0 X 0 0 0 Joshua Klein 3.0 X 0 0 0 Robert R Kugler Esq 3.0 X 0 0 0 John Manna Jr 3.0 X 0 0 0 Joe Dugan 3.0 X 0 0 0 Marguerite K Schlag RN MSN EdD 3.0 X 0 0 0 Doreen Semel MS 3.0 X 0 0 0 Joseph J Verga CPA 3.0 X 0 0 0 Elizabeth Owens RN MSN 3.0 X 0 0 0 Frank P Liantonio MAI CRE 3.0 X 0 0 0 Sandra Cassese MSN RN CNS 3.0 X 0 0 0 Thomas J Forlenza MD 3.0 X 0 0 0 Lois Greene RNC MBA 3.0 X 0 0 0 Fikry Isaac MD MPH 3.0 X 0 0 0 Randall S Feingold MD 3.0 X 0 0 0 Herb Zaretsky PhD 3.0 X 0 0 0 Sean Reed McGee 3.0 X 0 0 0 Peter M Meyer 3.0 X 0 0 0 Richard G Popiel MD MBA 3.0 X 0 0 0 Alice Reichenberger RN OCN 3.0 X 0 0 0 Jeanette Roed 3.0 X 0 0 0 Donald Distasio 55.0 X 361068 0 474926 James J McGovern 45.0 X 192461 0 149951 Jung Hwa Kim 45.0 X 259007 0 90199 Tom Duffy 45.0 X 199766 0 174593 Mady J Schuman 45.0 X 198295 0 41081 Jeanne Walsh 45.0 X 172156 0 137651 Patrick J McKenna 45.0 X 171369 0 73953 Karen Radwin 45.0 X 165659 0 228555 1719781 0 1370909 43 false true false Moore Wallace PO Box 13663 NEWARK NJ 07188 PRINTING 363900 Phelps Lane Corporation 2150 Smithtown Avenue RONKONKOMA NY 11779 Construction 358295 Lechase Construction 300 Trolley Blvd ROCHESTER NY 14506 CONSTRUCTION 198398 3 518366 54533074 4452189 30350922 1774856 89854551 0 1882913 1882913 0 0 23000 23000 23000 23000 84342260 1389257 84290610 375396 51650 1013861 1065512 1065512 8644343 54533074 8644343 0 0 235381 44542 190839 190839 349996 466424 -116428 -116428 MISCELLANEOUS 900099 689201 689201 689201 93589588 3735037 1026767 1026767 2140437 2140437 0 0 1015947 620717 33445 361785 0 31905827 21023738 1015150 9866939 3489322 2275083 129465 1084774 4752893 3369032 52158 1331703 2408052 1602278 159398 646376 0 12373 8975 322 3076 7000 7000 0 220471 220471 0 3098629 2197419 182749 718461 414588 284782 20262 109544 4425201 2822233 682462 920506 172544 137629 2650 32265 0 3287393 2819739 36066 431588 602891 410959 12335 179597 0 591370 405542 10358 175470 2082119 2077695 1368 3056 30008647 30008647 3341941 2924440 39696 377805 160180 104278 5927 49975 PRINT-EDUCATION& FUNDRAISING 597910 300471 69096 228343 PRINT-EDUC & FUNDRAISING 664638 371042 37339 256257 MEMBERSHIP DUES&SUBSCRIPTIONS 75270 59126 1397 14747 MISCELLANEOUS 61615 42458 9883 9274 GRANTS TO AFFILIATES 25000 25000 96589025 77058487 2508526 17022012 X 21583685 12587829 1044263 7951593 34189818 30988303 11694457 10843797 47247 0 1302554 1117947 85167324 24215022 61854550 60952302 27184477 28749841 31908343 31266306 168181446 163918496 11135554 11050855 1983546 2231718 43855565 43008090 0 463735 17253932 15428963 74228597 72183361 X 47979422 46201112 23547148 21859088 22426279 23674935 93952849 91735135 168181446 163918496 X -2999437 781723 X X false true true X false X 96557680 116059226 93736408 88613313 89854551 484821178 96557680 116059226 93736408 88613313 89854551 484821178 484821178 2707682 3170978 2331952 1765882 1905913 11882407 7187 6756 0 0 0 13943 134420 54010 35008 -116446 689201 796193 497513721 45643579 0.97449 0.97390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24587 243881 268468 79298545 79567013 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 287110 251029 216719 268468 1023326 250000 250000 250000 250000 1000000 1500000 66094 40049 37019 24587 167749 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. 22426279 1248658 23674937 21216923 1209356 22426279 25967345 -4750422 21216923 true false 1949253 1949253 66929202 16072169 50857033 7296137 1254296 6041841 8992732 6888557 2104175 60952302 EQUITY SECUR.-NON GOVERNMENT 9525657 F BONDS 8463819 F US GOVERNMENT 10760365 F 28749841 DUE FROM AFFLIATES 3335370 BENEFICIAL INTERESTS IN TRUSTS 26400543 COMBINED ENDOWMENT POOL 1051567 SECURITY AND OTHER DEPOSITS 164318 OTHER RECEIVABLES 314508 31266306 0 DUE TO AFFLIATES 15428963 15428963 93589588 96589025 -2999437 2956468 -808926 -1365819 781723 -2217714 95315222 2956468 -1230834 1725634 93589588 93589588 96589025 96589025 96589025 INTENDED USE OF THE ORGANIZATION'S 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 CHANGES IN NET ASSETS SCHEDULE D, PART XI, LINE 7 ($808,926) 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 CHANGES IN NET ASSETS SCHEDULE D, PART XI, LINE 8 ($1,230,834) IS THE CHANGE IN VALUE OF SPLIT-INTERESTS AGREEMENTS; AND ($134,985) IS THE NET CHANGE IN THE RETIREMENT PLAN LIABILITY. RECONCILIATION OF REVENUE PER AUDITED FS SCHEDULE D, PART XIi, LINE 2D ($1,230,834) IS THE CHANGE IN VALUE OF SPLIT-INTERESTS AGREEMENTS. X X X X X X X true SEE SCHEDULE D PART IV RENEWAL MAIL false 4103079 220471 3882607 4103079 220471 3882607 NJ NY RELAY FOR LIFE 25061165 23487467 1573698 457471 645 38767 1076815 MAKING STRIDES 18343034 17002112 1340922 553238 16569 9556 761559 14 19773218 14043495 5729723 2208223 78021 3443479 63177417 54533074 8644343 3218932 17214 126344 5281853 8644343 0 235381 44542 false 235381 44542 44542 190839 NJ NY true false true true 0.00000 1.00000 JAMES MCGOVERN CFO 2 LYON PLACE WHITE PLAINS NY 10601 false JAMES MCGOVERN CFO 1905 RESPONSIBILITY FOR OVERALL SUPERVISION X true 190839 SUPPLEMENTAL INFORMATION REGARDING FUNDRAISING 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 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. MAKING STRIDES AGAINST BREAST CANCER IS AN EVENT THAT RAISES AWARENESS FOR AND FIGHTS BACK AGAINST BREAST CANCER BY: - HELPING PEOPLE STAY WELL BY SHOWING WOMEN STEPS THEY CAN TAKE TO REDUCE THEIR BREAST CANCER RISK AND MAKE INFORMED DECISIONS ABOUT THEIR HEALTH. WE HELP WOMEN LEARN ABOUT HEALTHY LIFESTYLE CHOICES AND WHICH SCREENING TESTS, LIKE MAMMOGRAMS, ARE RIGHT FOR THEM. - HELPING PEOPLE GET WELL BY PROVIDING INFORMATION, DAY-TO-DAY HELP, AND EMOTIONAL SUPPORT. WHETHER IT'S HELPING PEOPLE MAKE INFORMED DECISIONS ABOUT THEIR CARE OR CONNECTING THEM WITH BREAST CANCER SURVIVORS, WE'RE HERE FOR THEM - SO THEY CAN FOCUS ON FEELING BETTER. - FINDING CURES THROUGH RESEARCH TO HELP FIND THE CAUSES OF BREAST CANCER AND BETTER WAYS TO TREAT IT SO THAT MORE PEOPLE CAN SURVIVE THE DISEASE. WE HAVE BEEN AN IMPORTANT PART OF NEARLY EVERY MAJOR BREAST CANCER RESEARCH BREAKTHROUGH IN RECENT HISTORY, INCLUDING FUNDING THE DEVELOPMENT OF TAMOXIFEN AND HERCEPTIN AND USING MAMMOGRAMS TO SCREEN FOR BREAST CANCER. - FIGHTING BACK AGAINST BREAST CANCER BY WORKING WITH LAWMAKERS TO INCREASE FUNDING FOR BREAST CANCER SCREENING AND TREATMENT, AND BY BRINGING COMMUNITIES TOGETHER THROUGH OUR MAKING STRIDES AGAINST BREAST CANCER EVENTS TO RAISE FUNDS AND AWARENESS TO FIGHT THE DISEASE. true PERSONAL CARE PRODUCTS COUNCIL FOUNDATION 1101 17TH STREET NW WASHINGTON DC 20036 521523017 501(C)(3) 908160 LOOK GOOD, FEEL BETTER COMMUNITY SERVICE SOCIETY OF NY 105 E 22ND STREET NEW YORK NY 10010 135562202 501(C)(3) 27400 GENERAL ADVOCACY - STATE NJ ACADEMY OF FAMILY PHYSICIANS - NJAFP 224 WEST STATE STREET TRENTON NJ 08608 221537688 501(C)(3) 16479 PROMOTE PUBLIC POLICY CHILDREN'S DEFENSE FUND NY 15 MAIDEN LANE STE 1200 NEW YORK NY 10038 520895622 501(C)(3) 8250 GENERAL ADVOCACY-STATE COVERAGE 841 BROADWAY NEW YORK NY 10013 132984549 501(C)(3) 8250 GENERAL ADVOCACY - STATE METRO NEW YORK HEALTH CARE FOR ALL 75 VARICK STREET NEW YORK NY 10013 133957095 501(C)(3) 8250 GENERAL ADVOCACY - STATE PUBLIC POLICYEDUCATION FUND OF NY 94 CENTRAL AVENUE 3RD FL ALBANY NY 12206 133364209 501(C)(3) 8250 GENERAL ADVOCACY - STATE THE NY IMMIGRATION COALITION 137-39 WEST 25TH ST NEW YORK NY 10001 133753409 501(C)(3) 8250 GENERAL ADVOCACY - STATE 8 0 PROGRAM ASSISTANCE 21075 2040950 PROGRAM ASSISTANCE 225 99487 FMV SPECIFIC ASSISTANCE Description of Organization's Procedures for Monitoring the Use of Grants SCHEDULE I, PART I, LINE 2 EASTERN DIVISION REQUIRES A WRITTEN REQUEST FOR FUNDING AND SCOPE DETAILING THE INTENDED USE OF THE FUNDS. THE REQUEST IS REVIEWED BY RELEVANT AUTHORITIES AND APPROVAL IS GRANTED BASED ON NEED AND AVAILABILITY OF FUNDS. PATIENT ASSISTANCE FUNDING IS ASSESSED AND GRANTED BASED ON NEED. X X X X false true false false false false false false false Donald Distasio 350566 0 0 0 10502 0 458571 0 16355 0 835994 0 0 0 Jung Hwa Kim 256498 0 0 0 2509 0 88245 0 1954 0 349206 0 0 0 James J McGovern 190497 0 0 0 1964 0 133949 0 16002 0 342412 0 0 0 Tom Duffy 198510 0 0 0 1256 0 168108 0 6485 0 374359 0 0 0 Mady J Schuman 197107 0 0 0 1188 0 34538 0 6543 0 239376 0 0 0 Jeanne Walsh 171060 0 0 0 1096 0 121685 0 15966 0 309807 0 0 0 Patrick J McKenna 171144 0 0 0 225 0 57997 0 15956 0 245322 0 0 0 Karen Radwin 162015 0 0 0 3644 0 216750 0 11805 0 394214 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 BENEFITS. WITH THE EXCEPTION OF ANY CURRENT YEAR RETIREES, NO AMOUNTS WERE ACTUALLY PAID TO THE ELIGIBLE EXECUTIVES DURING THE YEAR. OTHER REPORTABLE COMPENSATION IN PART II, B (III), INCLUDES THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) CHANGE IN ACTUARIAL VALUE OF RETIREMENT BENEFITS. NO SERP AMOUNTS WERE ACTUALLY PAID TO THE EXECUTIVE DURING THE YEAR AS THIS IS A RETIREMENT BENEFIT THAT IS NOT PAID UNTIL THE RETIREMENT DATE (ALTHOUGH NOT CONSIDERED DEFERRED FOR TAX PURPOSES). DEFERRED COMPENSATION (PART II, C) IS COMPRISED OF THE CHANGE IN THE ACTUARIAL VALUE OF QUALIFIED RETIREMENT BENEFITS AND ACCUMULATED INTEREST ON THE ACTUARIAL VALUE OF THE SERP BENEFIT. NEITHER AMOUNT HAS BEEN PAID TO THE EXECUTIVE AND WILL NOT BE PAID UNTIL RETIREMENT. NONTAXABLE BENEFITS (PART II, D) INCLUDES MEDICAL, DENTAL, SHORT AND LONG-TERM DISABILITY, AND BASIC AND SUPPLEMENTAL LIFE PROVISIONS. THE INDIVIDUAL(S) LISTED BELOW PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE AMOUNT OF THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) BENEFIT PROVIDED IS NOTED NEXT TO THE NAME OF EACH INDIVIDUAL: DONALD DISTASIO, CHIEF EXECUTIVE OFFICER $8,202 JUNG HWA KIM, CHIEF OPERATING OFFICER $603 NEW YORK CITY INDUSTRIAL DEVELOPMENT AGENCY 132906040 649438DM7 2007-01-20 46500000 CONSTRUCT HOPE LODGE W/ CIVIC FACI false false false 0 0 46500000 0 0 0 1391100 0 0 45108900 0 0 2007 false false true true false false false false true 0.00000 0.00000 0.00000 true false false false false false false X 109146 cost/selling price X 275 193610 cost/selling price X COSMETIC KITS 5412 1353000 FMV X WIGS 959 119100 FMV 0 false true true Cars for a Cure Schedule M, Part I, Lines 6, 29, and 32b CARS FOR A CURE IS A PROGRAM WHICH ENCOURAGES INDIVIDULAS TO DONATE THEIR CAR, TRUCK, MOTORCYCLE, NEWER BOATER 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 USED FOR THE AMERICAN CANCER SOCIETY'S MISSION. THE CARS FOR A CURE PROGRAM IS MANAGED CENTRALLY BY THE AMERICAN CANCER SOCEITY, 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 FILLED 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. SUPPLEMENTAL INFORMATION REGARDING FUNDRAISING FORM 990, 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. MAKING STRIDES AGAINST BREAST CANCER IS AN EVENT THAT RAISES AWARENESS FOR AND FIGHTS BACK AGAINST BREAST CANCER BY: - HELPING PEOPLE STAY WELL BY SHOWING WOMEN STEPS THEY CAN TAKE TO REDUCE THEIR BREAST CANCER RISK AND MAKE INFORMED DECISIONS ABOUT THEIR HEALTH. WE HELP WOMEN LEARN ABOUT HEALTHY LIFESTYLE CHOICES AND WHICH SCREENING TESTS, LIKE MAMMOGRAMS, ARE RIGHT FOR THEM. - HELPING PEOPLE GET WELL BY PROVIDING INFORMATION, DAY-TO-DAY HELP, AND EMOTIONAL SUPPORT. WHETHER IT'S HELPING PEOPLE MAKE INFORMED DECISIONS ABOUT THEIR CARE OR CONNECTING THEM WITH BREAST CANCER SURVIVORS, WE'RE HERE FOR THEM - SO THEY CAN FOCUS ON FEELING BETTER. - FINDING CURES THROUGH RESEARCH TO HELP FIND THE CAUSES OF BREAST CANCER AND BETTER WAYS TO TREAT IT SO THAT MORE PEOPLE CAN SURVIVE THE DISEASE. WE HAVE BEEN AN IMPORTANT PART OF NEARLY EVERY MAJOR BREAST CANCER RESEARCH BREAKTHROUGH IN RECENT HISTORY, INCLUDING FUNDING THE DEVELOPMENT OF TAMOXIFEN AND HERCEPTIN AND USING MAMMOGRAMS TO SCREEN FOR BREAST CANCER. - FIGHTING BACK AGAINST BREAST CANCER BY WORKING WITH LAWMAKERS TO INCREASE FUNDING FOR BREAST CANCER SCREENING AND TREATMENT, AND BY BRINGING COMMUNITIES TOGETHER THROUGH OUR MAKING STRIDES AGAINST BREAST CANCER EVENTS TO RAISE FUNDS AND AWARENESS TO FIGHT THE DISEASE. 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 & FINANCIAL 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 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 GRANT: $25,000 PURPOSE: HOPE LODGE CENTER OF EXCELLENCE OTHER CHANGES IN FUND BALANCE FORM 990, PART XI, LINE 5 NET UNREALIZED GAINS ON INVESTMENTS: $2,956,468 PRIOR YEAR PLANNED GIVING ADJUSTMENT TO NET ASSETS: (808,926) CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS: (1,230,834) NET CHANGES IN THE RETIREMENT PLAN LIABILITY: (134,985) ---------- $781,723 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.