2025-11-17T17:18:24-06:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-01-01 371578088 METAVIVOR RESEARCH AND SUPPORT INC META 8188601226 7780 ELMWOOD AVE 130 MIDDLETON WI 53562 CRYSTAL MOORE EXECUTIVE DIRECTOR 8188601226 2025-11-17 1 0 JENNY TARKOWSKI CPA P00634290 6082744020 2025-11-16 2024 2025-03-06 01:10:19Z X CRYSTAL MOORE 7780 ELMWOOD AVE 130 MIDDLETON WI 53562 6223923 0 X METAVIVOR.ORG X 2009 MD TO FUND STAGE IV METASTATIC BREAST CANCER MBC RESEARCH TO TRANSITION THE DISEASE FROM TERMINAL TO CHRONIC YET MANAGEABLE WITH A GOOD QUALITY OF LIFE, PROVIDE SUPPORT AND EDUCATION FOR PATIENTS LIVING WITH MBC AND PROMOTE AWARENESS OF MBC TO INCREASE RESEARCH FUNDING. 15 15 5 15 0 0 4761236 5274094 0 1620 438326 754105 73705 -132908 5273267 5896911 4600000 3750000 0 0 232661 299818 0 0 143757 326239 427603 5158900 4477421 114367 1419490 18006916 17897667 15624937 13981126 2381979 3916541 X TO FUND STAGE IV METASTATIC BREAST CANCER MBC RESEARCH TO TRANSITION THE DISEASE FROM TERMINAL TO CHRONIC YET MANAGEABLE WITH A GOOD QUALITY OF LIFE, PROVIDE SUPPORT AND EDUCATION FOR PATIENTS LIVING WITH MBC AND PROMOTE AWARENESS OF MBC TO INCREASE RESEARCH FUNDING. 0 0 4094943 3750000 1620 THIS YEAR METAVIVOR AWARDED OR PAID STAGE IV METASTATIC BREAST CANCER RESEARCH GRANTS TO VIRGINIA COMMONWEALTH UNIVERSITY, NATIONAL CANCER INSTITUTE, UNIVERSITY OF PITTSBURGH, ICAHN SCHOOL OF MEDICINE, UNIVERSITY OF MINNESOTA, UNIVERSITY OF ALABAMA, BOSTON MEDICAL CENTER, CEDARS SINAI, UNIVERSITY OF COLORADO, DARTMOUTH COLLEGE, HEALTH RESEARCH INSTITUTE, UNIVERISTY OF UTAHHUNTSMAN, UNIVERSITY OF VIRGINIA, WAKE FOREST UNIVERSITY, STATE UNIVERSITY OF NEW YORK, UNIVERSITY OF MARYLAND, UNIVERSITY OF KANSAS, NEW MEXICO SCHOOL OF MEDICINE, UNIVERSITY OF NOTRE DAME, RUTGERS STATE UNIVERSITY, STANFORD UNIVERSITY, AND UNIVERSITY OF WASHINGTON. THIS YEAR METAVIVOR WORKED ON PATIENT ADVOCACY ISSUES AND CONTINUED ITS NATIONWIDE PEER SUPPORT LEADER TRAINING PROGRAM. WE DEVELOPED NEW WEBSITE CAPABILITIES TO PROVIDE ONLINE RESOURCES TO SUPPORT THESE PROGRAMS AND TO SUPPORT OUR RESEARCH GRANT APPLICATION PROCESS. 4094943 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AR AZ CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN TX UT VA WA WI WV X X WILLIAM LANCASTER 6083606510 7780 ELMWOOD AVE STE 130 MIDDLETON WI 53562 JAMIL RIVERS PRESIDENT 10.00 X X 0 0 0 KATE WATSON VICE PRESIDENT 10.00 X X 0 0 0 ALPHA LILLSTOM CHENG SECRETARY 9.00 X X 0 0 0 PATTI STOUGH TREASURER 9.00 X X 0 0 0 CJ DIAN CORNELIUSSEN-JAMES IMMEDIATE PAST PRESIDENT 9.00 X X 0 0 0 SHARON ANDERSON DIRECTOR 9.00 X 0 0 0 NICOLE BECK DIRECTOR 9.00 X 0 0 0 JANICE COWDEN DIRECTOR 9.00 X 0 0 0 DR KELLY SHANNAHAN DIRECTOR 9.00 X 0 0 0 BARBARA BIGELOW DIRECTOR 9.00 X 0 0 0 WANG SHEIN DIRECTOR 9.00 X 0 0 0 AMY BEUMER DIRECTOR 9.00 X 0 0 0 DR JILL BARGONETTI DIRECTOR 9.00 X 0 0 0 DR STUART MARTIN DIRECTOR 9.00 X 0 0 0 DR DANNY WELCH DIRECTOR 9.00 X 0 0 0 SONYA NEGLEY EXECUTIVE DIRECTOR (THRU OCT 2024) 40.00 X 198367 0 1000 CRYSTAL MOORE EXECUTIVE DIRECTOR (FROM NOV 2024) 40.00 X 0 0 0 198367 0 1000 1 0 1 0 0 1027182 4246912 5274094 MEETINGS 561920 1620 1620 1620 754105 754105 145716 1027182 325104 -179388 -179388 48388 1908 46480 46480 5896911 1620 0 621197 3750000 3750000 199367 39873 79747 79747 75335 15067 30134 30134 1598 320 639 639 23518 4704 9407 9407 2009 2009 27571 27571 212136 207907 4229 7915 7915 38847 7769 15539 15539 13877 2775 5551 5551 6850 1370 2740 2740 42458 42458 22700 22700 1677 1677 13366 13366 DUES AND SUBSCRIPTIONS 37297 37297 900 900 4477421 4094943 238721 143757 326768 247735 1667226 1578024 43768 0 20228 20228 0 2204 156844 138204 2630 18640 15946157 16030712 139 124 18006916 17897667 191436 480722 15433501 13500404 15624937 13981126 X 1337921 2970168 1044058 946373 2381979 3916541 18006916 17897667 1419490 160890 -45818 0 X 0 0 0 X 4892859 5723827 6133635 4761236 5274094 26785651 4892859 5723827 6133635 4761236 5274094 26785651 26785651 89962 53134 138655 438326 754105 1474182 28259833 1863979 0.94780 X 0.95080 0.03310 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 107856 5594 113450 103168 4688 107856 101655 1513 103168 101645 10 101655 100608 1037 101645 0.00000 0.99000 0.01000 0 0 100101 99133 968 56743 39071 17672 18640 PART V, LINE 4: THE ENDOWMENT IS COMPRISED OF DONOR-RESTRICTED FUNDS. THE USE OF ENDOWMENT FUNDS THAT ARE DONOR-RESTRICTED FOR A SPECIFIC PURPOSE ARE STRICTLY RESTRICTED TO THAT PURPOSE. INCOME FROM THE SPECIFIED PURPOSE FUNDS MAY BE DISTRIBUTED ONLY FOR SUCH PURPOSE. ENDOWMENT FUNDS THAT ARE NOT SPECIFICALLY DIRECTED ARE PLACED IN THE GENERAL-PURPOSE ENDOWMENT FUND. THE BOARD OF DIRECTORS, AT THEIR DISCRETION, MAY DISTRIBUTE THAT PORTION OF THE INCOME FROM THE GENERAL-PURPOSE ENDOWMENT FUND FOR ANY PURPOSE CONSISTENT WITH THE TAX-EXEMPT ACTIVITIES OF THE ORGANIZATION. METSQUERADE 1172898 1027182 145716 26195 119521 58557 120831 1172898 1027182 145716 26195 119521 58557 120831 325104 -179388 1 DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 042263040 501(C)(3) 200000 0 RESEARCH H LEE MOFFITT CANCER & RESEARCH INSTITUTE INC 12902 MAGNOLIA DR MBC-FOU TAMPA FL 33612 592451713 501(C)(3) 450000 0 RESEARCH UNIVERSITY TEXAS A&M 400 HARVEY MITCHELL PARKWAY S SUITE 300 COLLEGE STATION TX 77845 742907553 501(C)(3) 450000 0 RESEARCH NEW YORK UNIVERSITY GROSSMAN SCHOOL OF MEDICINE ONE PARK AVENEUE 6TH FLOOR NEW YORK NY 10016 472613531 501(C)(3) 450000 0 RESEARCH STANFORD UNIVERSITY SCHOOL OF MEDICINE 291 CAMPUS DR STANFORD CA 94305 941156365 501(C)(3) 200000 0 RESEARCH THE UNIVERSITY OF KANSAS MEDICAL CENTER (KUMC) 3901 RAINBOW BLVD MS 1039 KANSAS CITY KS 66160 481108830 501(C)(3) 200000 0 RESEARCH THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER PO BOX 4266 HOUSTON TX 77210 746001118 501(C)(3) 50000 0 RESEARCH LAB CENTRAL 700 MAIN ST NORTH CAMBRIDGE MA 02139 461031913 501(C)(3) 450000 0 RESEARCH UNIVERSITY OF CALIFORNIA SAN FRANCISCO PO BOX 748872 LOS ANGELES CA 90074 946036493 501(C)(3) 900000 0 RESEARCH UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER 5323 HARRY HAINES BLVD DALLAS TX 75390 750945939 501(C)(3) 200000 0 RESEARCH WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY 757 LEXINGTON AVE 9TH FLOOR NEW YORK NY 10022 150532082 501(C)(3) 200000 0 RESEARCH 11 0 PART I, LINE 2: METAVIVOR GRANTS ARE AWARDED TO ESTABLISHED AND EARLY CAREER RESEARCHERS WITH MD AND/OR PHD DEGREES IN RELEVANT FIELDS, WHO ARE CONDUCTING RESEARCH AT ACCREDITED COLLEGES AND UNIVERSITIES, OR OTHER RESPECTED RESEARCH INSTITUTIONS SUCH AS THE NATIONAL CANCER INSTITUTE. GRANT AWARDEES ARE CHOSEN BASED ON A RIGOROUS PEER REVIEW PROCESS WHEREIN PROPOSALS ARE SCORED BASED ON RESEARCH MERIT, BUDGET, SUITABILITY OF FACILITIES, AND OTHER CRITERIA. SELECTION CRITERIA ARE DOCUMENTED FOR EACH GRANT CYCLE IN THE PUBLICLY RELEASE REQUEST FOR PROPOSALS. AWARDED GRANTS ARE MONITORED FOR APPROPRIATE USE OF FUNDS AT LEAST QUARTERLY. SECOND YEAR FUNDING IS CONTINGENT UPON ACCEPTANCE BY THE BOARD OF DIRECTORS OF A YEAR ONE PROGRESS REPORT. X X 1 0 0 0 0 0 0 0 0 SONYA NEGLEY EXECUTIVE DIRECTOR (THRU OCT 2024) 121142 0 0 0 77225 0 1000 0 0 0 199367 0 0 0 PART I, LINE 4A SONYA NEGLEY RECEIVED A SEVERANCE PAYMENT OF $77,225 FROM THE ORGANIZATION IN 2024. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REQUIRES EACH INTERESTED PERSON TO DISCLOSE ANY FINANCIAL INTEREST IN, OR ROLE IN THE GOVERNANCE OF, ANY OTHER CORPORATION, FIRM, ASSOCIATION, OR OTHER ENTITY CONTRACTING OR ENGAGING IN ANY OTHER TRANSACTION WITH METAVIVOR. AS SOON AS IS PRACTICABLE AFTER DETERMINING THAT A POTENTIAL CONFLICT OF INTEREST EXISTS, THE BOARD OF DIRECTORS SHALL FIRST DELIBERATE THE MATTER AFTER THE POTENTIALLY INTERESTED PERSON SUPPLIES SUCH INFORMATION AS THE BOARD OF DIRECTORS SHALL REQUEST, RECUSES HIMSELF OR HERSELF, AND LEAVES THE MEETING, AND THEN THE BOARD OF DIRECTORS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IN THE CASE OF ALL COMPENSATION ARRANGEMENTS AND ALL OTHER ARRANGEMENTS WHERE THE BOARD OF DIRECTORS DETERMINES THAT THERE IS A CONFLICT, THE BOARD OF DIRECTORS SHALL A. REQUIRE THAT THE INTERESTED PERSON LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT MAY CREATE THE CONFLICT OF INTEREST AND B. ENTER INTO THE TRANSACTION ONLY IF THE BOARD OF DIRECTORS DETERMINES, BY A MAJORITY VOTE OF THE NONINTERESTED DIRECTORS THEN IN OFFICE, THAT THE TRANSACTION OR ARRANGEMENT IS IN METAVIVORS BEST INTERESTS AND FOR ITS OWN BENEFIT IS FAIR AND REASONABLE TO METAVIVOR AND, AFTER EXERCISING DUE DILIGENCE, DETERMINES THAT METAVIVOR CANNOT OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES. THE MINUTES OF THE BOARD OF DIRECTORS MEETINGS AND THE MEETINGS OF ANY COMMITTEE WITH BOARD DELEGATED POWERS SHALL INCLUDE 1. THE NAME OF EACH PERSON WHO DISCLOSES AN INTEREST, THE NATURE OF THAT INTEREST, AND WHETHER THE BOARD OF DIRECTORS HAS DETERMINED THAT THERE IS A CONFLICT OF INTEREST 2. COPIES OF ALL DOCUMENTS DESCRIBING THE OTHER ALTERNATIVES TO THE PROPOSED TRANSACTION, COMPARABLE SALARIES, AND ANY OTHER DUE DILIGENCE APPROPRIATE TO THE TRANSACTION AND 3. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT AND THE CONTENT OF THOSE DISCUSSIONS, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF THE VOTE. THE BOARD OF DIRECTORS SHALL ENSURE THAT THIS POLICY IS DISTRIBUTED TO ALL INTERESTED PERSONS. EACH SUCH PERSON SHALL SIGN AN ANNUAL STATEMENT, IN THE FORM ATTACHED HERETO, THAT THE PERSON 1. RECEIVED A COPY OF THE POLICY 2. HAS READ AND UNDERSTANDS THE POLICY 3. AGREES TO COMPLY WITH THE POLICY 4. UNDERSTANDS THAT THE POLICY APPLIES TO ALL COMMITTEES AND SUBCOMMITTEES HAVING BOARD DESIGNATED POWERS AND 5. UNDERSTANDS THAT METAVIVOR IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS TAX EXEMPT STATUS, IT MUST EXCLUSIVELY ENGAGE IN ACTIVITIES WHICH ARE DIRECTED TOWARDS THE ACCOMPLISHMENT OF ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15A THE BYLAWS OF METAVIVOR RESEARCH AND SUPPORT INC. ESTABLISH A COMPENSATION COMMITTEE THAT HAS GENERAL OVERSIGHT OF THE ORGANIZATIONS HUMAN RESOURCE PLAN. SPECIFIC DUTIES INCLUDE YEARLY EVALUATION OF THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. A COMPETENT SALARY SURVEY IS USED TO BENCHMARK THE COMPENSATION FOR THE POSITION UTILIZING INDUSTRY-SPECIFIC REPORTS AND OTHER STUDIES. THE COMMITTEE MEETS INDEPENDENTLY OF THE CHIEF EXECUTIVE TO DISCUSS PERFORMANCE RELATIVE TO THE POSITION DESCRIPTION. DURING THESE DELIBERATIONS, THE COMMITTEE ALSO CONSIDERS INPUT OBTAINED FROM OTHER BOARD MEMBERS, STAFF, PROFESSIONAL ADVISORS, GRANT RECIPIENTS, AND OTHER INFORMED COMMUNITY LEADERS. THESE DISCUSSIONS ARE DOCUMENTED CONTEMPORANEOUSLY IN WRITING. ONCE A CONSENSUS IS REACHED REGARDING PERFORMANCE A SIMILAR DISCUSSION IS HELD CONCERNING COMPENSATION RELATIVE TO ANNUAL BENCHMARK AND ESTABLISHED OBJECTIVES. THE COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATIONS, IN AN EXECUTIVE SESSION WITHOUT THE CHIEF EXECUTIVE PRESENT, TO THE FULL BOARD FOR REVIEW AND APPROVAL. THE COMMITTEE AND/OR BOARD CHAIR A MEMBER OF THE COMMITTEE THEN MEET WITH THE CHIEF EXECUTIVE OFFICER TO DISCUSS AND DOCUMENT STRENGTHS, WEAKNESSES, AND GOALS FOR THE UPCOMING YEAR. COMPENSATION FOR THE UPCOMING YEAR IS ALSO DISCUSSED AND DOCUMENTED. THESE DISCUSSIONS ARE DOCUMENTED CONTEMPORANEOUSLY IN WRITING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.