THE HOPE FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE HOPE FOUNDATION (EIN 74-2655302)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-11
- IRS object ID
- 201122239349302157
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-11T13:30:56-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 BRIARWOOD CIRCLE STE 300 | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 PO BOX | AddressLine1 |
| Address Line2 | 483 | AddressLine2 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHANNA HORN | Name |
| Title | DIRECTOR | Title |
| Phone | 7349987150 | Phone |
| Date Signed | 2011-08-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT W PRICE CPA | Name |
| Phone | 7347612005 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHANNA HORN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 FRANK LLOYD WRIGHT DRIVE PO BOX | AddressLine1 |
| Address Line2 | 483 | AddressLine2 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24760451 | GrossReceipts |
| Group Return For Affiliates | 0 | 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 | PHILANTHROPIC ARM OF THE SOUTHWEST ONCOLOGY GROUP TO SUPPORT THE MISSION TO ERADICATE CANCER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 35 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1465408 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9650274 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 801601 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1151676 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 566322 | InvestmentIncomePriorYear |
| Investment Income Current Year | 822877 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2833331 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11624827 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 685281 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 731165 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 303050 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1992935 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 61225 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 795655 | OtherExpensePriorYear |
| Other Expenses Current Year | 5802852 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1783986 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8526952 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1049345 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3097875 | RevenuesLessExpensesCY |
| Total Assets BOY | 25748082 | TotalAssetsBOY |
| Total Assets EOY | 31963977 | TotalAssetsEOY |
| Total Liabilities BOY | 14961986 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17188900 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10786096 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14775077 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AS THE PHILANTHROPIC ARM OF THE SOUTHWEST ONCOLOGY GROUP, THE HOPE FOUNDATION STRIVES TO PROVIDE FUNDING AND RESOURCES FOR CANCER CLINICAL TRIALS RESEARCH IN VARIOUS FORMS OF ADULT CANCERS. FELLOWSHIPS, RESEARCH GRANTS, PROFESSIONAL MEDICAL EDUCATION TRAINING SESSIONS, TECHNICAL EQUIPMENT, AND MEETING COORDINATION ARE FUNDED BY THE FOUNDATION. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 212777 | Expense |
| Description | SUPPORT ALL ASSOCIATED COSTS OF THE SEMI-ANNUAL MEETINGS OF THE SOUTHWEST ONCOLOGY GROUP. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7109187 | Expense |
| Revenue | 1974553 | Revenue |
| Description | SUPPORT OF CANCER RESEARCH GROUPS ACROSS THE UNITED STATES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7321964 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 35 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS JOHANNA HORN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7349987150 | TelephoneNumber |
Address US AddressUS
| 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 |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| CHARLES A COLTMAN | ||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | |
| LAURENCE H BAKER | ||||||
| PRESIDENT | 0.50 | X | 0 | 0 | 0 | X |
| RICHARD I FISHER | ||||||
| VICE PRESIDENT | 0.20 | X | 0 | 0 | 0 | X |
| JOHN S MACDONALD | ||||||
| TREASURER | 0.20 | X | 0 | 0 | 0 | X |
| ANNE SCHOTT | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| JOHN J CROWLEY | ||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | |
| DAWN L HERSHMAN | ||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | |
| DEBORAH COLLYAR | ||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | |
| DAVID N PAPPAS | ||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | |
| DAVID R GANDARA | ||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | |
| JAMES L WADE III | ||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | |
| NATHAN ERIKSEN | ||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | |
| JOHANNA HORN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 106752 | 0 | 15307 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 106752 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 15307 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 7543459 | GovernmentGrants |
| All Other Contributions | 2106815 | AllOtherContributions |
| Total Contributions | 9650274 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AHF REVENUE FROM SWOG | Description |
| Business Code | 541700 | BusinessCode |
| Total Revenue Column | 1151676 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1151676 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1151676 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 638899 | TotalRevenueColumn |
| Related Or Exempt Function Income | 638899 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13319602 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13135624 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 183978 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 183978 | TotalRevenueColumn |
| Related Or Exempt Function Income | 183978 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11624827 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1974553 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 731165 | Total |
| Program Services | 731165 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122059 | Total |
| Management And General | 61029 | ManagementAndGeneral |
| Fundraising | 61030 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1445521 | Total |
| Program Services | 1220251 | ProgramServices |
| Management And General | 225270 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123029 | Total |
| Program Services | 107029 | ProgramServices |
| Management And General | 16000 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178471 | Total |
| Program Services | 171299 | ProgramServices |
| Management And General | 7172 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123855 | Total |
| Program Services | 104022 | ProgramServices |
| Management And General | 19833 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25906 | Total |
| Management And General | 25906 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48223 | Total |
| Management And General | 48223 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144049 | Total |
| Program Services | 68033 | ProgramServices |
| Management And General | 76016 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47102 | Total |
| Program Services | 1130 | ProgramServices |
| Management And General | 45777 | ManagementAndGeneral |
| Fundraising | 195 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152898 | Total |
| Program Services | 9324 | ProgramServices |
| Management And General | 143574 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129044 | Total |
| Program Services | 7825 | ProgramServices |
| Management And General | 121219 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243601 | Total |
| Program Services | 216299 | ProgramServices |
| Management And General | 27302 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45669 | Total |
| Management And General | 45669 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7313 | Total |
| Program Services | 1831 | ProgramServices |
| Management And General | 5482 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SITE/STUDY PAYMENTS | 4579384 | 4579384 | |
| UNCOLLECTIBLE PLEDGES | 288445 | 64850 | 223595 |
| EQUIPMENT RENTAL | 49020 | 49020 | |
| INDIRECT SWOG PROGRAM A | 39493 | 39493 | |
| MISCELLANEOUS | 2705 | 29 | 2676 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8526952 | Total |
| Program Services | 7321964 | ProgramServices |
| Management And General | 1143763 | ManagementAndGeneral |
| Fundraising | 61225 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 614942 | BOY |
| EOY | 7701890 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319387 | BOY |
| EOY | 5259509 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 343884 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 71041 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79459 | BOY |
| EOY | 272843 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9743954 | BOY |
| EOY | 18729735 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14990340 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25748082 | BOY |
| EOY | 31963977 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241646 | BOY |
| EOY | 7636 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14720340 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 17181264 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14961986 | BOY |
| EOY | 17188900 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6567351 | BOY |
| EOY | 10248383 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4218745 | BOY |
| EOY | 4526694 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10786096 | BOY |
| EOY | 14775077 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25748082 | BOY |
| EOY | 31963977 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3097875 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 891106 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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 | 2791762 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2748604 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2087627 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2267009 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10801950 | CurrentTaxYear |
| Total | 20696952 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2791762 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2748604 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2087627 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2267009 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10801950 | CurrentTaxYear |
| Total | 20696952 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4207556 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16489396 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27727 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30862 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 93052 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 566322 | CurrentTaxYearMinus1Year |
| Current Tax Year | 822877 | CurrentTaxYear |
| Total | 1540840 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 22237792 | TotalSupport |
| Gross Receipts From Admissions Etc | 2000 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.74150 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.55400 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22179 | OtherCostOrOtherBasis |
| Depreciation | 7898 | Depreciation |
| Book Value | 14281 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 321705 | OtherCostOrOtherBasis |
| Depreciation | 63143 | Depreciation |
| Book Value | 258562 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 272843 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MARKETABLE SECURITIES | Description |
| Book Value | 18729735 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 18729735 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED PTO | $65,759 |
| SITE/STUDY PAYMENTS LIABILITY | $2,409,993 |
| ASSETS HELD FOR OTHERS | $14,705,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 17181264 | TotalOfAmounts |
| Total Revenue | 11624827 | TotalRevenue |
| Total Expenses | 8526952 | TotalExpenses |
| Excess Or Deficit For Year | 3097875 | ExcessOrDeficitForYear |
| Other | $891,106 | OtherAmount |
| Total Adjustments | 891106 | TotalAdjustments |
| Excess Or Deficit Per FS | 3988981 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12515933 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 891106 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 891106 | RevenueNotRptdF990 |
| Revenue Subtotal | 11624827 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11624827 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8526952 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8526952 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8526952 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED GAIN 891,106. |
| FIN 48 FOOTNOTE TO THE AUDITED FINANCIAL STATEMENTS: (M)INCOME TAXES THE ORGANIZATION HAS EVALUATED THE PROVISIONS OF ASC TOPIC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE EVALUATION WAS PERFORMED FOR THE TAX YEARS 2006 THROUGH 2010, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF DECEMBER 31, 2010. THE ORGANIZATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (5 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 SUITE 1900 | SEATTLE | WA | 981011468 | 911828539 | 15654 | CLINICAL TRIALS TRAINING COURSE |
| CANCER RESEARCH & BIOSTATISTICS | ||||||
| 1730 MINER AVE SUITE 1900 | SEATTLE | WA | 981011468 | 911828539 | 8353 | YOUNG INVESTIGATORS TRAINING COURSE |
| UNIVERSITY OF WASHINGTON | ||||||
| 4333 BROOKLYN AVE NE BOX 359472 | SEATTLE | WA | 981959472 | 916001537 | 44157 | GU CLINICAL RESEARCH |
| UNIVERSITY OF ARIZONA | ||||||
| PO BOX 3308 | TUCSON | AZ | 857223308 | 742652689 | 50000 | COLTMAN FELLOWSHIP - PERSKY |
| UNIVERSITY OF ARIZONA | ||||||
| PO BOX 3308 | TUCSON | AZ | 857223308 | 742652689 | 50000 | COLTMAN FLOOWSHIP - JETER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: PROGRESS REPORTING AT VARYING INTERVALS BASED ON THE AMOUNT OF GRANT AND TIME PERIOD. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | FEDERALLY SUPPORTED PROGRAMMING OF SWOG, INCLUDING ADMINISTRATION OF THE SWOG OPERATIONS OFFICE IN SAN ANTONIO, TX. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 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 CLASSIFICATIONS 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. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | UNREALIZED GAIN 891,106. TOTAL TO FORM 990, PART XI, LINE 5: 891,106. |
| FORM 990, PART XII, LINE 2 | PRIOR TO 2010, THE ORGANIZATION AGGREGATED THE CASH, MARKETABLE SECURITIES AND ACCOUNTS RECEIVABLE ARISING FROM ITS AGENCY FUNCTIONS AND PRESENTED THEM AS A SINGLE CURRENT ASSET IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. DURING 2010, THE ORGANIZATION DETERMINED THAT THE CLARITY AND TRANSPARENCY OF THE CONSOLIDATED FINANCIAL STATEMENTS WOULD BE IMPROVED BY DISAGGREGATING THESE ASSETS AND PRESENTING THEM SEPARATELY AS COMPONENTS OF CASH AND CASH EQUIVALENTS, ACCOUNTS RECEIVABLE, AND MARKETABLE SECURITIES IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. THE ORGANIZATION BELIEVES THIS RECLASSIFICATION TO BE A PREFERABLE METHOD OF PRESENTING THESE ASSETS AS IT MORE ACCURATELY REFLECTS THE NATURE AND LIQUIDITY OF THE ASSETS. | |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
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 PO BOX | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261146046 | EIN |
| Primary Activities | CANCER CLINICAL TRIALS | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Total Income | 1474015 | TotalIncome |
| EOY Assets | 16037448 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOPE FOUNDATION | BusinessNameLine1 |
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