2026-03-05T09:25:15-06:00 2025-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 455 N CITYFRONT PLAZA DR - SUITE 1600 CHICAGO IL 60611 990 2024-07-01 364433410 LUNGEVITY FOUNDATION INC LUNG 3124076100 332 S MICHIGAN AVE SUITE 900 CHICAGO IL 60604 ANDREA STERN FERRIS PRESIDENT & CEO 3124076100 2026-03-03 1 1 JAMES G QUAID P00641738 3126707444 2026-03-03 2024 2025-03-06 01:10:19Z X ANDREA STERN FERRIS 332 S MICHIGAN AVE SUITE 900 CHICAGO IL 60604 16000740 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. 19 18 60 200 0 0 14212142 14627477 0 0 -93 36657 -461935 -426165 13750114 14237969 3296997 4259119 0 0 7164087 6406047 0 0 1479563 5440032 3890692 15901116 14555858 -2151002 -317889 6220479 6169133 690192 956735 5530287 5212398 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 TRANSFORM LUNG CANCER. 0 0 5359739 4108540 RESEARCH SERVICES - FUNDING CLINICAL RESEARCH AWARDS IN LUNG CANCER TO BRING ADVANCES IN CLINICAL RESEARCH MORE RAPIDLY TO PATIENT CARE. 3474079 PATIENT AND PUBLIC EDUCATION - CREATES, UPDATES AND MAINTAINS A COLLECTION OF EDUCATIONAL TOOLS AND MATERIALS FOR PATIENTS, CAREGIVERS, AND HEALTHCARE PROFESSIONALS. 2168425 150579 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. 1383182 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. 1383182 12385425 1 1 0 0 0 0 0 0 0 0 0 0 0 0 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 25 0 1 60 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 1 0 1 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 THE ORGANIZATION 3124076100 332 S MICHIGAN AVE SUITE 900 CHICAGO IL 60604 UPAL BASU ROY EXECUTIVE DIRECTOR OF RESEARCH 40.00 X 214132 0 21276 WENDY KLEIN CHIEF STRATEGY OFFICER 40.00 X 183750 0 18252 MERIAM DRISS EVP, STRATEGY & BUSINESS DEVELOPMENT 40.00 X 179371 0 36057 NICOLE MARTIN DIR OF PRECISION MEDICINE 40.00 X 172107 0 30304 LEAH FINE VP, EARLY LUNG CANCER CENTER 40.00 X 152500 0 16171 ANDREA STERN FERRIS PRESIDENT & CEO 40.00 X X 140525 0 33700 AMY MOORE VP GLOBAL ENGAGEMENT & PARTNERSHIPS - TERM 40.00 X 184843 0 1024 LYNNE DOUGHTIE CHAIRMAN 2.00 X X 0 0 0 NICHELLE STIGGER SECRETARY 2.00 X X 0 0 0 ALEX STERN TREASURER 2.00 X X 0 0 0 JASON BERNARD DIRECTOR 2.00 X 0 0 0 TERRI ANN DIJULIO 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 BARRY NELSON DIRECTOR 2.00 X 0 0 0 ROBERT NEWMAN 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 FRANK SIERAWSKI 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 DR ROBERT WINN MD DIRECTOR 2.00 X 0 0 0 1227228 0 156784 18 0 1 0 0 1900512 12726965 761272 14627477 712 712 1281396 1245451 35945 35945 35945 91155 1900512 517320 -426165 -426165 14237969 0 0 -389508 4259119 4259119 483856 334537 121120 28199 4589994 3365326 370474 854194 137473 101936 10588 24949 790036 575029 72076 142931 404688 295141 38724 70823 11633 8484 1113 2036 43600 31798 4172 7630 2761 2761 1249016 1221572 6793 20651 221823 203343 18480 324182 236589 10472 77121 640570 498761 20994 120815 261918 191018 25063 45837 344324 333281 600 10443 717738 676094 165 41479 6666 4584 982 1100 49883 36380 4773 8730 DONOR CULTIVATION 16578 12433 4145 14555858 12385425 690870 1479563 825064 1016266 1599943 1498501 2339076 3059194 688802 447128 442970 0 0 6666 0 313800 152202 6220479 6169133 380948 639335 100000 309244 217400 690192 956735 X 512643 1125185 5017644 4087213 5530287 5212398 6220479 6169133 -317889 0 X 0 1 X 1 0 X 16238414 15131849 14661126 14212142 14627477 74871008 16238414 15131849 14661126 14212142 14627477 74871008 24297126 50573882 9316 2932 2116 1226 712 16302 74887310 0.67530 0.70290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OPERATING LEASE LIABILITIES 130872 FUNDS DUE TO OTHER ORGANIZATION 86528 217400 X 14235208 0 14235208 2761 2761 14237969 14553097 0 14553097 2761 2761 14555858 PART X, LINE 2: MANAGEMENT HAS DETERMINED THAT THE FOUNDATION WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND 2024. CELEBRATION OF HOPE GALA 837756 794125 43631 78006 212302 40338 BREATHE DEEP ANYWHERE 384726 376975 7751 98906 4646 27294 23 769185 729412 39773 1609 358 53861 1991667 1900512 91155 178521 217306 121493 517320 -426165 1 LUNG CANCER RESEARCH 36 4259119 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 UPAL BASU ROY EXECUTIVE DIRECTOR OF RESEARCH 214132 0 0 0 0 0 8610 0 12666 0 235408 0 0 0 WENDY KLEIN CHIEF STRATEGY OFFICER 183750 0 0 0 0 0 5088 0 13164 0 202002 0 0 0 MERIAM DRISS EVP, STRATEGY & BUSINESS DEVELOPMENT 179371 0 0 0 0 0 3700 0 32357 0 215428 0 0 0 NICOLE MARTIN DIR OF PRECISION MEDICINE 167567 0 4540 0 0 0 7006 0 23298 0 202411 0 0 0 LEAH FINE VP, EARLY LUNG CANCER CENTER 150000 0 2500 0 0 0 5408 0 10763 0 168671 0 0 0 ANDREA STERN FERRIS PRESIDENT & CEO 140525 0 0 0 0 0 0 0 33700 0 174225 0 0 0 AMY MOORE VP GLOBAL ENGAGEMENT & PARTNERSHIPS 182343 0 2500 0 0 0 0 0 1024 0 185867 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 7 760772 X FUNDRAISING EVENT EXPENSES 1 500 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 4 CHANGE IN BYLAWS TO REMOVE "STERN DIRECTOR", SEE ARTICLE III, SECTION 2, NUMBER, TENURE, AND QUALIFICATIONS 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 1. FULL DISCLOSURE, BY NOTICE IN WRITING, SHALL BE MADE BY THE INTERESTED PARTIES TO THE FULL BOARD OF DIRECTORS IN ALL CONFLICTS OF INTEREST, INCLUDING BUT NOT LIMITED TO THE FOLLOWING: A. A BOARD MEMBER IS RELATED TO ANOTHER BOARD MEMBER OR STAFF MEMBER BY BLOOD, MARRIAGE OR DOMESTIC PARTNERSHIP. B. A STAFF MEMBER IN A SUPERVISORY CAPACITY IS RELATED TO ANOTHER STAFF MEMBER WHOM SHE/HE SUPERVISES. C. A BOARD MEMBER OR THEIR ORGANIZATION STANDS TO BENEFIT FROM AN LUNGEVITY FOUNDATION TRANSACTION OR STAFF MEMBER OF SUCH ORGANIZATION RECEIVES PAYMENT FROM LUNGEVITY FOUNDATION FOR ANY SUBCONTRACT, GOODS, OR SERVICES OTHER THAN AS PART OF HER/HIS REGULAR JOB RESPONSIBILITIES OR AS REIMBURSEMENT FOR REASONABLE EXPENSES INCURRED AS PROVIDED IN THE BYLAWS AND BOARD POLICY. D. A BOARD MEMBER'S ORGANIZATION RECEIVES GRANT FUNDING FROM LUNGEVITY FOUNDATION. E. A BOARD MEMBER OR STAFF MEMBER IS A MEMBER OF THE GOVERNING BODY OF A CONTRIBUTOR TO LUNGEVITY FOUNDATION. F. A VOLUNTEER WORKING ON BEHALF OF LUNGEVITY FOUNDATION WHO MEETS ANY OF THE SITUATIONS OR CRITERIA LISTED ABOVE. 2. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST OR ANY CONDITION LISTED ABOVE, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT LUNGEVITY FOUNDATION'S BEST INTERESTS. BOTH VOTES SHALL BE BY A MAJORITY VOTE WITHOUT COUNTING THE VOTE OF ANY INTERESTED DIRECTOR, EVEN IF THE DISINTERESTED DIRECTORS ARE LESS THAN A QUORUM PROVIDED THAT AT LEAST ONE CONSENTING DIRECTOR IS DISINTERESTED. 3. A BOARD MEMBER OR COMMITTEE MEMBER WHO IS FORMALLY CONSIDERING EMPLOYMENT WITH LUNGEVITY FOUNDATION MUST TAKE A TEMPORARY LEAVE OF ABSENCE UNTIL THE POSITION IS FILLED. SUCH A LEAVE WILL BE TAKEN WITHIN THE BOARD MEMBER'S ELECTED TERM WHICH WILL NOT BE EXTENDED BECAUSE OF THE LEAVE. A BOARD MEMBER OR COMMITTEE MEMBER WHO IS FORMALLY CONSIDERING EMPLOYMENT WITH LUNGEVITY FOUNDATION MUST SUBMIT A WRITTEN REQUEST FOR A TEMPORARY LEAVE OF ABSENCE TO THE SECRETARY OF THE LUNGEVITY FOUNDATION BOARD, C/O THE LUNGEVITY FOUNDATION'S OFFICE, INDICATING THE TIME PERIOD OF THE LEAVE. THE SECRETARY OF LUNGEVITY FOUNDATION WILL INFORM THE CHAIR OF THE BOARD OF SUCH A REQUEST. THE CHAIR WILL BRING THE REQUEST TO THE BOARD FOR ACTION. THE REQUEST AND ANY ACTION TAKEN SHALL BE REFLECTED IN THE OFFICIAL MINUTES OF THE LUNGEVITY FOUNDATION. 4. AN INTERESTED BOARD MEMBER, OFFICER, OR STAFF MEMBER SHALL NOT PARTICIPATE IN ANY DISCUSSION OR DEBATE OF THE BOARD OF DIRECTORS, OR OF ANY COMMITTEE OR SUBCOMMITTEE THEREOF IN WHICH THE SUBJECT OF DISCUSSION IS A CONTRACT, TRANSACTION, OR SITUATION IN WHICH THERE MAY BE A PERCEIVED OR ACTUAL CONFLICT OF INTEREST. HOWEVER, THEY MAY BE PRESENT TO PROVIDE CLARIFYING INFORMATION IN SUCH A DISCUSSION OR DEBATE UNLESS OBJECTED TO BY ANY PRESENT BOARD OR COMMITTEE MEMBER. 5. ANYONE IN A POSITION TO MAKE DECISIONS ABOUT SPENDING LUNGEVITY FOUNDATION'S RESOURCES (I.E., TRANSACTIONS SUCH AS PURCHASES CONTRACTS) WHO ALSO STANDS TO BENEFIT FROM THAT DECISION HAS A DUTY TO DISCLOSE THAT CONFLICT AS SOON AS IT ARISES (OR BECOMES APPARENT); S/HE SHOULD NOT PARTICIPATE IN ANY FINAL DECISIONS. 6. A COPY OF THIS POLICY SHALL BE GIVEN TO ALL BOARD MEMBERS, STAFF MEMBERS, VOLUNTEERS OR OTHER KEY STAKEHOLDERS UPON COMMENCEMENT OF SUCH PERSON'S RELATIONSHIP WITH LUNGEVITY FOUNDATION OR AT THE OFFICIAL ADOPTION OF STATED POLICY. EACH BOARD MEMBER, OFFICER, STAFF MEMBER, AND VOLUNTEER SHALL SIGN AND DATE THE POLICY AT THE BEGINNING OF HER/HIS TERM OF SERVICE OR EMPLOYMENT AND EACH YEAR THEREAFTER. FAILURE TO SIGN DOES NOT NULLIFY THE POLICY. 7. THIS POLICY AND DISCLOSURE FORM MUST BE FILED ANNUALLY BY ALL SPECIFIED PARTIES. 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 AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST.