2024-04-30T11:26:31-05:00 2023-06-30 362938874 OSTROW REISIN BERK & ABRAMS LTD 455 N CITYFRONT PLAZA DR SUITE 1600 CHICAGO IL 60611 990 2022-07-01 364433410 LUNGEVITY FOUNDATION INC LUNG 3124076100 228 S WABASH AVENUE SUITE 700 CHICAGO IL 60604 ANDREA STERN FERRIS PRESIDENT & CEO 3124076100 2024-04-17 1 ANDREA STERN FERRIS 999009999 0 JAMES G QUAID P00641738 3126707444 2024-04-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREA STERN FERRIS 228 S WABASH AVENUE SUITE 700 CHICAGO IL 60604 14871062 0 X WWW.LUNGEVITY.ORG X 2001 IL LUNGEVITY FOUNDATION IS FIRMLY COMMITTED TO MAKING AN IMMEDIATE IMPACT ON INCREASING QUALITY-OF-LIFE AND SURVIVORSHIP OF PEOPLE WITH LUNG CANCER BY ACCELERATING RESEARCH INTO EARLY DETECTION AND MORE EFFECTIVE TREATMENTS, AS WELL AS PROVIDING COMMUNITY, SUPPORT AND EDUCATION FOR ALL THOSE AFFECTED BY THE DISEASE. 15 14 72 500 0 0 14845849 14661126 0 0 -1710 2569 -300706 -272206 14543433 14391489 3024136 4650172 0 0 5571837 7333731 0 0 1458195 5067178 6419507 13663151 18403410 880282 -4011921 12082053 8760023 388843 1078734 11693210 7681289 X LUNGEVITY'S VISION IS A WORLD WHERE NO ONE DIES OF LUNG CANCER. LUNGEVITY FOUNDATION IS FIRMLY COMMITTED TO MAKING AN IMMEDIATE IMPACT ON INCREASING QUALITY-OF-LIFE AND SURVIVORSHIP OF PEOPLE WITH LUNG CANCER BY ACCELERATING RESEARCH INTO EARLY DETECTION AND MORE EFFECTIVE TREATMENTS, AS WELL AS PROVIDING COMMUNITY, SUPPORT AND EDUCATION FOR ALL THOSE AFFECTED BY THE DISEASE. BY KEEPING PATIENTS AT THE CENTER OF ALL WE DO, WE ARE TRANSFORMING LUNG CANCER AND MAKING PROGRESS EVERY SINGLE DAY.LUNGEVITY MOVES FORWARD FIRMLY RESOLVED TO PROVIDE THE ENERGY, INSPIRATION, AND RESOURCES THAT ARE CRITICAL TO MAKING LUNG CANCER A NATIONAL PRIORITY. LUNGEVITY IS A RESPONSIBLE STEWARD OF YOUR DONATION, SPENDING IT TO ACHIEVE OUR GOAL TO STOP LUNG CANCER NOW. 0 0 6284810 4463172 RESEARCH SERVICES - FUNDING CLINICAL RESEARCH AWARDS IN LUNG CANCER TO BRING ADVANCES IN CLINICAL RESEARCH MORE RAPIDLY TO PATIENT CARE. 5584334 PATIENT AND PUBLIC EDUCATION - CREATES, UPDATES AND MAINTAINS A COLLECTION OF EDUCATIONAL TOOLS AND MATERIALS FOR PATIENTS, CAREGIVERS, AND HEALTHCARE PROFESSIONALS. 2770140 187000 IMPROVING ACCESS TO CARE - WORKS TO IMPROVE ACCESS TO LIFE-SAVING CARE IN UNDERSERVED COMMUNITIES THROUGH VARIOUS INITIATIVES, INCLUDING EFFORTS TO STREAMLINE THE CLINICAL TRIAL PROCESS AND MAKE IT MORE ACCESSIBLE TO PATIENTS, AND ENSURING BIOMARKER TESTING IS AVAILABLE TO ALL PATIENTS DIAGNOSED WITH NON-SMALL CELL LUNG CANCER. 1374830 SUPPORT SERVICES - OFFERS THE LARGEST ONLINE NETWORK OF SUPPORT AND IN-PERSON SURVIVORSHIP PROGRAMS FOR ALL PEOPLE AFFECTED BY LUNG CANCER, INCLUDING MESSAGE BOARDS, PEER-TO-PEER SUPPORT MATCHING SERVICE, AND NATIONAL SURVIVOR SUMMITS. 1374830 16014114 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 72 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 14 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA CO FL ME MD IL MA MS NH NJ NY NC ND OH OK OR RI SC UT VA WA WI X X X ANISHA CRITE 3124076100 228 S WABASH AVENUE SUITE 700 CHICAGO IL 60604 ANDREA STERN FERRIS PRESIDENT & CEO 40.00 X X 244371 0 34117 ALEX STERN CHAIRMAN 2.00 X X 0 0 0 NICHELLE STIGGER SECRETARY 2.00 X X 0 0 0 TOM GALLI TREASURER 2.00 X X 0 0 0 LYNNE DOUGHTIE DIRECTOR 2.00 X 0 0 0 BJ JONES DIRECTOR 2.00 X 0 0 0 JENNIFER KASHATUS DIRECTOR 2.00 X 0 0 0 MICHAEL KOLODZIEJ DIRECTOR 2.00 X 0 0 0 MICHAEL MARQUIS DIRECTOR 2.00 X 0 0 0 ANDRE OWENS DIRECTOR 2.00 X 0 0 0 MICHAEL PARISI DIRECTOR 2.00 X 0 0 0 DR CHARLES RUDIN DIRECTOR 2.00 X 0 0 0 ANDREW STERN DIRECTOR 2.00 X 0 0 0 PAUL G STERN DIRECTOR 2.00 X 0 0 0 ROBERT WINN DIRECTOR 2.00 X 0 0 0 BARBARA NETTER COO & CFO - TERM 40.00 X 206688 0 36772 REBECCA BULL CHIEF DEVELOPMENT OFFICER 40.00 X 173410 0 31932 WENDY KLEIN CHIEF STRATEGY OFFICER 40.00 X 179039 0 22001 LINDA WENGER CHIEF MARKETING OFFICER 40.00 X 178497 0 22331 UPAL BASU ROY EXECUTIVE DIRECTOR OF RESEARCH 40.00 X 208612 0 24555 NICOLE MARTIN DIR OF PRECISION MEDICINE 40.00 X 162565 0 32676 CAROL PERLINE VP OF PHILANTHROPY 40.00 X 117345 0 40136 MERIAM DRISS VP OF STRATEGIC PSHPS 40.00 X 127371 0 36777 AMY MOORE VP GLOBAL ENGAGEMENT & PATIENT PSHPS 40.00 X 179039 0 0 1776937 0 281297 15 0 1 0 0 2096277 12564849 130243 14661126 2116 2116 112994 112541 453 453 453 94826 2096277 367032 -272206 -272206 14391489 0 0 -269637 X 4650172 4650172 1047557 723680 248502 75375 4910352 3574263 457191 878898 183241 135428 13826 33987 766677 559038 74947 132692 425904 307808 48983 69113 36834 30131 2780 3923 39362 28448 4527 6387 452 452 2589155 2562963 7818 18374 1659188 1650129 9059 422581 343081 31022 48478 114766 47230 67536 276277 204520 29763 41994 232173 212759 4468 14946 1010961 957175 2480 51306 10463 7562 1203 1698 27295 19727 3139 4429 18403410 16014114 931101 1458195 1852306 2107570 7489920 3140478 791579 1881879 1496594 606803 409484 453402 113511 97938 26037 15573 16133 554318 12082053 8760023 371796 527649 17047 551085 388843 1078734 X 4800497 3537778 6892713 4143511 11693210 7681289 12082053 8760023 -4011921 0 X 0 1 X 1 0 X 8411087 11507366 16238414 15131849 14661126 65949842 8411087 11507366 16238414 15131849 14661126 65949842 18899791 47050051 855 6918 9316 2932 2116 22137 65971979 0.71320 0.73270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35026 29593 5433 78485 68345 10140 15573 SECURITY DEPOSITS 16133 OPERATING LEASE RIGHT-OF-USE ASSETS 538185 554318 OPERATING LEASE LIABILITIES 551085 551085 X 14672387 281350 281350 14391037 452 452 14391489 18684308 281350 281350 18402958 452 452 18403410 PART X, LINE 2: THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. IN ADDITION, THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THAT THE FOUNDATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023. CELEBRATION OF HOPE GALA 375466 303036 72430 61015 85040 36885 BREATHE DEEP ANYWHERE 707507 699343 8164 64142 3829 7904 20 1108130 1093898 14232 6806 12662 88749 2191103 2096277 94826 131963 101531 133538 367032 -272206 1 LUNG CANCER RESEARCH 46 4650172 PART I, LINE 2: FUNDS ARE DISTRIBUTED TO LUNGEVITY'S MEDICAL INVESTIGATORS FOR STUDIES THAT HAVE BEEN PRE-APPROVED BY THE ORGANIZATION. LUNGEVITY RECEIVES PROGRESS REPORTS FOR STUDIES AT THE MID-POINT OF THE STUDY TERM (IF TERM IS MORE THAN ONE YEAR) AND AT THE COMPLETION OF THE STUDY. FOR MULTI-YEAR STUDIES, LUNGEVITY DECIDES WHETHER TO FUND SUBSEQUENT YEARS, BASED ON THE PERFORMANCE OF MEDICAL INVESTIGATOR. X X 0 0 0 0 0 0 0 0 0 ANDREA STERN FERRIS PRESIDENT & CEO 244371 0 0 0 0 0 0 0 34117 0 278488 0 0 0 BARBARA NETTER COO & CFO - TERM 206688 0 0 0 0 0 13097 0 23675 0 243460 0 0 0 UPAL BASU ROY EXECUTIVE DIRECTOR OF RESEARCH 208612 0 0 0 0 0 12680 0 11875 0 233167 0 0 0 REBECCA BULL CHIEF DEVELOPMENT OFFICER 173410 0 0 0 0 0 10006 0 21926 0 205342 0 0 0 WENDY KLEIN CHIEF STRATEGY OFFICER 179039 0 0 0 0 0 10767 0 11234 0 201040 0 0 0 LINDA WENGER CHIEF MARKETING OFFICER 178497 0 0 0 0 0 10456 0 11875 0 200828 0 0 0 NICOLE MARTIN DIR OF PRECISION MEDICINE 162565 0 0 0 0 0 9001 0 23675 0 195241 0 0 0 AMY MOORE VP GLOBAL ENGAGEMENT & PATIENT PSHPS 179039 0 0 0 0 0 0 0 0 0 179039 0 0 0 MERIAM DRISS VP OF STRATEGIC PSHPS 127371 0 0 0 0 0 2660 0 34117 0 164148 0 0 0 CAROL PERLINE VP OF PHILANTHROPY 117345 0 0 0 0 0 6019 0 34117 0 157481 0 0 0 PART I, LINE 3 THE FINANCE AND GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS OF THE LUNGEVITY FOUNDATION DETERMINED THE COMPENSATION OF THE PRESIDENT / CEO. AT THE TIME, THE COMPENSATION WAS SET, THE MEMBERS OF THE COMMITTEES WERE FREE OF CONFLICTS OF INTEREST AND THE MEMBERS CONSISTED OF ACCOMPLISHED BUSINESS LEADERS WHO WERE CAPABLE OF DETERMINING COMPENSATION FOR A SENIOR ORGANIZATION OFFICIAL. THEY USE A NUMBER OF FACTORS IN ORDER TO DETERMINE COMPENSATION, INCLUDING (1)THEIR UNDERSTANDING OF RELEVANT COMPENSATION PROGRAMS IN BOTH THE FOR-PROFIT AND NONPROFIT SECTORS, (2) COMPENSATION SURVEYS FOR NONPROFIT EXECUTIVES MANAGING SIMILAR SIZED ORGANIZATION PROVIDED BY INDUSTRY EMPLOYMENT AND BENEFITS CONSULTANTS AND (3) EVALUATION AND PERFORMANCE METRICS TO JUDGE THE PERFORMANCE OF THE FOUNDATION. X 4 112994 X FUNDRAISING EVENT EXPENSES 3 17099 FMV X SUPPLIES 1 150 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 ANDREA STERN FERRIS, ANDREW STERN, ALEXANDER STERN AND PAUL G. STERN - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE ORGANIZATION'S CEO AND THEN SHARED WITH THE BOARD TREASURER FOR REVIEW AND ANY REVISIONS. AN APPPROVED COPY OF FORM 990 IS THEN CIRCULATED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR FILES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED THROUGH PERIODIC REVIEW OF THE POLICY WITH BOARD AND STAFF, AS WELL AS VETTING OF ANY POTENTIAL NEW VENDORS AND CONTRACTORS. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE AND GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS OF THE LUNGEVITY FOUNDATION DETERMINED THE COMPENSATION OF THE CHAIRMAN / CEO SEVERAL YEARS AGO AND THERE HAS BEEN NO CHANGE SINCE. ALL MEMBERS OF THESE TWO COMMITTEES WERE FREE OF CONFLICTS OF INTEREST AND THE GROUP CONSISTED OF A NUMBER OF ACCOMPLISHED BUSINESS LEADERS WHO ARE QUITE CAPABLE TO INDEPENDENTLY DETERMINE COMPENSATION FOR A SENIOR ORGANIZATION OFFICIAL. THEY USED A NUMBER OF FACTORS IN ORDER TO DETERMINE COMPENSATION, INCLUDING (1)THEIR UNDERSTANDING OF RELEVANT COMPENSATION PROGRAMS IN BOTH THE FOR-PROFIT AND NONPROFIT SECTORS, (2) COMPENSATION SURVEYS FOR NONPROFIT EXECUTIVES MANAGING SIMILAR SIZED ORGANIZATION PROVIDED BY INDUSTRY EMPLOYMENT AND BENEFITS CONSULTANTS AND (3) EVALUATION AND PERFORMANCE METRICS TO JUDGE THE PERFORMANCE OF THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE AVAIALBLE ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST. FORM 990, PART IX, LINE 11G EVENT MANAGEMENT: PROGRAM SERVICE EXPENSES 63,425. MANAGEMENT AND GENERAL EXPENSES 5,568. FUNDRAISING EXPENSES 15,200. TOTAL EXPENSES 84,193. RECRUITING: PROGRAM SERVICE EXPENSES 2,907. MANAGEMENT AND GENERAL EXPENSES 463. FUNDRAISING EXPENSES 653. TOTAL EXPENSES 4,023. PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 1,808,852. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,808,852. CONTENT DEVELOPMENT: PROGRAM SERVICE EXPENSES 676,550. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 676,550. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 11,229. MANAGEMENT AND GENERAL EXPENSES 1,787. FUNDRAISING EXPENSES 2,521. TOTAL EXPENSES 15,537.