2024-08-01T07:21:33-05:00 2023-12-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2023-01-01 742655302 THE HOPE FOUNDATION HOPE 7349987150 24 FRANK LLOYD WRIGHT DR 4300K ANN ARBOR MI 48105 JOHANNA HORN PRESIDENT & CEO 7349987150 2024-08-01 1 1 BRANDY L MIKULA CPA P00645694 5173237500 2024-07-31 2023 2024-08-08 14:25:15Z JOHANNA HORN 24 FRANK LLOYD WRIGHT DR 4300K ANN ARBOR MI 48105 33040778 0 X WWW.THEHOPEFOUNDATION.ORG X 1992 TX TO RAISE AND CONTRIBUTE FUNDS FOR THE TREATMENT AND PREVENTION OF CANCER. 18 17 65 16 0 0 5775551 6501943 2713693 6601408 1359712 1949394 23014 429 9871970 15053174 2222247 1428897 0 0 5310745 6080781 0 0 158073 3431327 3881750 10964319 11391428 -1092349 3661746 56686859 62313456 25186858 23197504 31500001 39115952 X AS THE PHILANTHROPIC ARM OF THE SWOG CANCER RESEARCH NETWORK, 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. 0 0 8114354 1428897 6521727 SUPPORT OF CANCER RESEARCH GROUPS. 1741091 80110 SUPPORT RESEARCH AND EDUCATION, INCLUDING SPRING AND FALL 2023 GROUP MEETINGS OF SWOG. FORMERLY THE SOUTHWEST ONCOLOGY GROUP, SWOG IS ONE OF FIVE COOPERATIVE GROUPS IN THE NCI'S NATIONAL CLINICAL TRIALS NETWORK. 9855445 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 36 0 1 65 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI AK CA CO CT HI IL KS KY MD MA MN MS NJ NY NC OH OK OR PA SC TN UT WA WI X X X DEBRA ALLEN 7349987150 24 FRANK LLOYD WRIGHT DR 4300K ANN ARBOR MI 48105 JOHANNA HORN MSW PRESIDENT & CEO 40.00 X X 244339 0 45197 DANA SPARKS DIRECTOR OF PC & OPERATIONS 40.00 X 163308 0 33901 DEBRA ALLEN DIRECTOR OF FINANCE 40.00 X 108879 0 34221 MORGAN COX DIRECTOR OF COMMUNICATIONS 40.00 X 114701 0 27967 NORBERT STRAUSS ASSISTANT DIRECTOR OF OPERATIONS 40.00 X 113663 0 25753 JENNIFER FRANKS LEAD ATTORNEY 40.00 X 113241 0 21729 JOSEPH UNGER PHD DIRECTOR 0.20 X 1250 0 0 NATHAN ERIKSEN DIRECTOR 0.20 X 0 0 0 CATHY TANGEN PHD DIRECTOR 0.20 X 0 0 0 SARAH GOLDBERG MD DIRECTOR 0.20 X 0 0 0 SYED AHMAD MD DIRECTOR 0.20 X 0 0 0 ANJALI ADVANI MD DIRECTOR 0.20 X 0 0 0 MARIANA CHAVEZ MAC GREGOR MD DIRECTOR 0.20 X 0 0 0 SUMANTA PAL MD DIRECTOR 0.20 X 0 0 0 CHRISTOPHER LIEU MD DIRECTOR 0.20 X 0 0 0 NORAH LYNN HENRY MD DIRECTOR 0.20 X 0 0 0 LAJOS PUSZTAI MD DPH DIRECTOR 0.20 X 0 0 0 MARTI K S HEIL DIRECTOR 0.20 X 0 0 0 CHARLES BLANKE MD SWOG CHAIR 0.20 X X 0 0 0 DAVID GIBSON SECRETARY 0.20 X X 0 0 0 CAVITT RANDALL TREASURER 0.20 X X 0 0 0 DON S DIZON MD VICE CHAIR 0.20 X X 0 0 0 RAYMOND OSAROGIAGBON MD CHAIR 0.20 X X 0 0 0 859381 0 188768 8 0 1 0 0 5936342 565601 9830 6501943 ADMINISTRATIVE FEES 561000 4795441 4795441 SERVICE FEES 900099 1725857 1725857 EXHIBITOR AND REGISTRATION FEES 900099 80110 80110 6601408 2324264 2324264 17612734 17972366 15238 -359632 -15238 -374870 -374870 OTHER INCOME 900099 429 429 429 15053174 6601837 0 1949394 1189963 1189963 238934 238934 290786 246074 38562 6150 4280730 3622474 567731 90525 374478 316683 49973 7822 792890 671590 104247 17053 341897 289287 45397 7213 25901 25901 29146 29146 148089 148089 735410 695378 36131 3901 3117 3117 167970 84615 83355 107503 98208 9295 188243 111149 77094 446718 440369 6349 1741091 1741091 10680 3526 7154 18324 18324 MISCELLANEOUS EXPENSES 130504 64125 40970 25409 TELECOMMUNICATIONS 44190 41979 2211 STAFF AND BOARD DEVELOP 35616 35616 BANK FEES 26465 26465 22783 22783 11391428 9855445 1377910 158073 3474 4060 5979131 6420574 1939225 3255176 149249 152230 363338 287443 34668 75895 39412829 44717212 8649828 7354429 518455 333880 56686859 62313456 3848616 3266235 6628 6628 21331614 19924641 25186858 23197504 X 30191134 37805011 1308867 1310941 31500001 39115952 56686859 62313456 3661746 3954205 0 X 0 1 X 1 1 1 X 4540229 3675507 4299705 5775551 6497943 24788935 4540229 3675507 4299705 5775551 6497943 24788935 387759 24401176 1740708 1074498 2000529 1041424 2324264 8181423 18250 23014 429 41693 33012051 17573807 0.73920 0.73340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33216 1938 31278 330122 285505 44617 75895 LIMITED PARTNERSHIP- PARAMETRIC DEFENSE EQUITY FUND LLC 4963952 F LIMITED PARTNERSHIP- PIMCO TACTICAL OPPORTUNITIES OFFSHORE FUND, L.P 2390477 F 7354429 ASSETS HELD FOR OTHERS 18850614 PUBLIC FUNDS 740147 LEASES PAYABLE 333880 19924641 X 18874528 3954205 15238 3969443 14905085 148089 148089 15053174 11258577 15238 15238 11243339 148089 148089 11391428 PART X, LINE 2: IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE, AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE, AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE TO FOUR YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 15,238. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 15,238. 0 BAPTIST HEALTH 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 650267668 501(C)(3) 32054 0 DIVERSITY, EQUITY AND INCLUSION COLUMBIA UNIVERSITY MEDICAL CENTER 161 FORT WASHINGTON AVENUE NEW YORK NY 10032 135598093 501(C)(3) 11698 0 GRANT WRITING WORKSHOP COLUMBIA UNIVERSITY MEDICAL CENTER 161 FORT WASHINGTON AVENUE NEW YORK NY 10032 135598093 501(C)(3) 125000 0 SWOG/HOPE IMPACT COLUMBIA UNIVERSITY MEDICAL CENTER 161 FORT WASHINGTON AVENUE NEW YORK NY 10032 135598093 501(C)(3) 27978 0 STRS FUNDING FRED HUTCHINSON CANCER RESEARCH 1100 FAIRVIEW AVE N SEATTLE WA 981091024 237156071 501(C)(3) 125000 0 SWOG/HOPE IMPACT FRED HUTCHINSON CANCER RESEARCH 1100 FAIRVIEW AVE N SEATTLE WA 981091024 237156071 501(C)(3) 31674 0 SWOG/HOPE SEED FUNDING FRED HUTCHINSON CANCER RESEARCH 1100 FAIRVIEW AVE N SEATTLE WA 981091024 237156071 501(C)(3) 62500 0 SWOG/HOPE SEED FUNDING JOHNS HOPKINS 3910 KESWICK ROAD N4327-B BALTIMORE MD 21211 520595110 501(C)(3) 26685 0 DIVERSITY, EQUITY AND INCLUSION MAYO CLINIC ARIZONA 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 860800150 501(C)(3) 175000 0 SWOG/HOPE IMPACT RESEARCH INSTITUTE AT NATIONWIDE 700 CHILDRENS DRIVE COLUMBUS OH 43205 316056230 501(C)(3) 150000 0 STRS FUNDING - TRIAL S2212 RHODE ISLAND HOSPITAL 593 EDDY STREET PROVIDENCE RI 02903 050258954 501(C)(3) 55613 0 SWOG DIVERSITY OFFICER THE JACKSON LABORATORY 600 MAIN STREET BAR HARBOR ME 04609 010211513 501(C)(3) 75000 0 STRS FUNDING - TRIAL S2108 UNIVERSITY OF TENNESSEE 201 ANDY HOLT TOWER KNOXVILLE TN 379960100 626001636 INSTRUMENTALITY OF T 30898 0 SWOG/HOPE SEED FUNDING UNIVERSITY OF TEXAS HSC AT HOUSTON 7000 FANNIN HOUSTON TX 77030 741761309 GOVERNMENT 17623 0 DIVERSITY, EQUITY AND INCLUSION UNIVERSITY OF WASHINGTON 9750 3RD AVE NE SUITE 400 BOX 358738 SEATTLE WA 98115 916001537 501(C)(3) 50000 0 COLTMAN FELLOWSHIP WASHINGTON UNIVERSITY 7425 FORSYTH BOULEVARD MSC 1299-414-355 ST LOUIS MO 63105 430653611 501(C)(3) 62500 0 NCORP PILOT YALE UNIVERSITY 47 COLLEGE STREET SUITE 203 NEW HAVEN CT 06510 060646973 501(C)(3) 100000 0 COLTMAN FELLOWSHIP 11 2 TRAVEL ASSISTANCE 110 238934 X 1 1 X X X 0 0 0 0 0 0 0 0 0 JOHANNA HORN MSW PRESIDENT & CEO 244339 0 0 0 0 0 24490 0 20707 0 289536 0 0 0 DANA SPARKS DIRECTOR OF PC & OPERATIONS 163308 0 0 0 0 0 16733 0 17168 0 197209 0 0 0 CRISTIAN ERIKSEN FATHER OF BOARD MEMBER NATHAN ERIKSEN 87004 W-2 COMPENSATION 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD PRESIDENT/ CEO, CHAIR, AND SECRETARY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THERE IS A CONFLICT OF INTEREST COMMITTEE THE MANAGES ANY REPORTED CONFLICTS. CONFLICT FORMS ARE REQUESTED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY STRUCTURE OF THE ORGANIZATION, INCLUDING KEY PERSONNEL, IS BENCHMARKED EVERY 3 YEARS AGAINST NATIONAL DATA, INCLUDING FORMAL COMPENSATIONS SURVEYS EVERY 5 YEARS TO MAINTAIN RELEVANCY WITH MARKET FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. SWOG CLINICAL TRIALS PARTNERSHIPS LLC 24 FRANK LLOYD WRIGHT DRIVE ANN ARBOR MI 48105 261146046 CANCER CLINICAL TRIALS TX 6074985 24430879 THE HOPE FOUNDATION