Civic Intelligence

The Hope Foundation Inc

990 • Fiscal year 2014 • EIN 74-2655302

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 22, 2015

Organization Profilewww.thehopefoundation.org

View Organization Page

24 Frank Lloyd Wright Drive Room POAnn Arbor, MI 48106

(734) 998-7150

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.46x

Higher debt load relative to assets than 66% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

88th percentile

2.45x

Higher debt load relative to revenue than 88% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

23rd percentile

$152,162

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

86th percentile

20%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$43,464,984

Up $7,165,336 (+20%) from 2013

Net Assets

Up

$23,625,876

Up $1,510,724 (+6.8%) from 2013

Liabilities

Up

$19,839,108

Up $5,654,612 (+40%) from 2013

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin80th percentile

Revenue

Up

$8,104,020

Up $1,023,867 (+14%) from 2013

Expenses

Up

$6,143,216

Up $287,095 (+4.9%) from 2013

Net Income

Up

$1,960,804

Up $736,772 (+60%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $31,963,977Liabilities 2010: $17,188,900Net Assets 2010: $14,775,0772010Assets 2011: $28,092,370Liabilities 2011: $10,288,439Net Assets 2011: $17,803,9312011Assets 2012: $30,995,178Liabilities 2012: $11,130,133Net Assets 2012: $19,865,0452012Assets 2013: $36,299,648Liabilities 2013: $14,184,496Net Assets 2013: $22,115,1522013Assets 2014: $43,464,984Liabilities 2014: $19,839,108Net Assets 2014: $23,625,8762014Assets 2015: $43,204,084Liabilities 2015: $21,479,351Net Assets 2015: $21,724,7332015Assets 2016: $50,194,832Liabilities 2016: $27,593,799Net Assets 2016: $22,601,0332016Assets 2017: $55,434,961Liabilities 2017: $28,776,589Net Assets 2017: $26,658,3722017Assets 2018: $53,686,931Liabilities 2018: $30,317,181Net Assets 2018: $23,369,7502018Assets 2019: $58,167,517Liabilities 2019: $30,856,889Net Assets 2019: $27,310,6282019Assets 2020: $59,783,233Liabilities 2020: $29,093,850Net Assets 2020: $30,689,3832020Assets 2021: $67,036,351Liabilities 2021: $26,819,165Net Assets 2021: $40,217,1862021Assets 2022: $56,686,859Liabilities 2022: $25,186,858Net Assets 2022: $31,500,0012022Assets 2023: $62,313,456Liabilities 2023: $23,197,504Net Assets 2023: $39,115,9522023Assets 2024: $62,614,833Liabilities 2024: $21,700,785Net Assets 2024: $40,914,0482024

Highlighted filing

2014

Assets$43,464,984
Liabilities$19,839,108
Net Assets$23,625,876
Open 2014 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $8,526,9522010Expenses 2011: $6,751,2772011Expenses 2012: $6,169,8772012Revenue 2013: $7,080,153Expenses 2013: $5,856,121Net Income 2013: $1,224,0322013Revenue 2014: $8,104,020Expenses 2014: $6,143,216Net Income 2014: $1,960,8042014Revenue 2015: $7,379,531Expenses 2015: $7,375,480Net Income 2015: $4,0512015Revenue 2016: $7,765,060Expenses 2016: $7,892,431Net Income 2016: -$127,3712016Revenue 2017: $9,914,707Expenses 2017: $7,693,060Net Income 2017: $2,221,6472017Revenue 2018: $8,713,150Expenses 2018: $8,086,200Net Income 2018: $626,9502018Revenue 2019: $9,086,097Expenses 2019: $9,431,866Net Income 2019: -$345,7692019Revenue 2020: $7,616,320Expenses 2020: $7,419,016Net Income 2020: $197,3042020Revenue 2021: $9,873,142Expenses 2021: $7,864,451Net Income 2021: $2,008,6912021Revenue 2022: $9,871,970Expenses 2022: $10,964,319Net Income 2022: -$1,092,3492022Revenue 2023: $15,053,174Expenses 2023: $11,391,428Net Income 2023: $3,661,7462023Revenue 2024: $28,575,690Expenses 2024: $22,976,649Net Income 2024: $5,599,0412024

Highlighted filing

2014

Revenue$8,104,020
Expenses$6,143,216
Net Income$1,960,804
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 22, 2015
Return Version
2014v5.0
Gross Receipts
$37,484,917
Mission and Program Overview

Mission

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.

The Hope Foundation is a public charity with the mission of raising and contributing funds for the treatment and prevention of cancer.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$19,299,004$30,851,707▲ $11,552,703
Accounts Receivable$4,430,882$5,159,066▲ $728,184
Investments Other Securities$3,353,299$3,833,000▲ $479,701
Savings and Temporary Cash Investments$7,485,860$2,550,188▼ $4,935,672
Cash and Non-Interest-Bearing Accounts$1,410,760$647,272▼ $763,488
Pledges and Grants Receivable$140,590$298,025▲ $157,435
Land, Buildings, and Equipment, Net$139,965$99,101▼ $40,864
Prepaid Expenses and Deferred Charges$39,288$26,625▼ $12,663
Total Assets$36,299,648$43,464,984▲ $7,165,336
Liabilities
Other Liabilities$12,182,734$17,458,887▲ $5,276,153
Accounts Payable and Accrued Expenses$1,367,895$1,850,367▲ $482,472
Grants Payable$633,867$529,854▼ $104,013
Total Liabilities$14,184,496$19,839,108▲ $5,654,612
Net Assets / Fund Balance
Unrestricted Net Assets$16,263,682$17,454,856▲ $1,191,174
Temporarily Rstr Net Assets$5,851,470$6,171,020▲ $319,550
Total Net Assets Fund Balance$22,115,152$23,625,876▲ $1,510,724
Total Liabilities and Net Assets / Fund Balance$36,299,648$43,464,984▲ $7,165,336

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$99,101$222,604$321,705
Leasehold Improvements-$22,179$22,179
Other Securities$3,833,000--
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Johanna HornPresident CEOFT$127,154$25,008$152,162

Board Members and Trustees

NameTitle
Anne F SchottChair
Dawn L HershmanVice Chair
Charles D BlankeBoard Member
David R GandaraBoard Member
Deborah E CollyarBoard Member
James L Wade IIIBoard Member
John S MacdonaldBoard Member
Joni MarraBoard Member
Lee M EllisBoard Member
Michael L LeBlancBoard Member
Nathan R EriksenSecretary
David N PappasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,600,513
Program Service Revenue
$1,434,785
Investment Income
$1,014,362
Other Revenue
$54,360
All Other Contributions
$2,487,267
Change in Net Assets
$1,960,804

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,007,706
Revenue Not Reported on Financial Statements
$96,314
Revenue Not Reported on Form 990
$-450,080
Total Revenue per Audited Statements
$7,557,626
Total Revenue per Form 990
$8,104,020
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,405,520
Grants and Similar Amounts Paid$1,941,498
Other Expenses$1,796,198
Total Fundraising Expense$96,810
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,828,998--$1,828,998
Other Salaries and Wages$1,405,477$265,312$6,607$1,677,396
Conferences and Meetings$710,415--$710,415
Travel$347,770$20,132-$367,902
Other Employee Benefits$228,138$45,865$3,018$277,021
Office Expenses$137,280$66,470$1,057$204,807
Pension Plan Contributions$135,339$23,435$466$159,240
Current Officers, Directors, Trustees, and Key Employees$13,543$103,964$34,655$152,162
Payroll Taxes$109,880$27,063$2,758$139,701
Occupancy$109,239$25,869-$135,108
Foreign Grants$112,500--$112,500
Fees for Service Investment Mgmnt Fees-$96,314-$96,314
Fees for Services Other-$52,507$30,792$83,299
Fees for Services Legal-$55,210-$55,210
All Other Expenses$12,119$18,857$17,457$48,433
Depreciation Depletion$35,152$5,712-$40,864
Information Technology$18,507$4,561-$23,068
Fees for Services Accounting-$22,385-$22,385
Insurance-$8,393-$8,393
Total Functional Expenses$5,204,357$842,049$96,810$6,143,216

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,143,216
Expenses per Audited Statements$6,046,902
Total Expenses per Audited Statements$6,046,902
Expenses Not Reported on Financial Statements$96,314
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Genomic HealthRedwood City, CA501c3s1007 Jobs$648,180
University of Kansas Medical CenterWestwood, KS-SWOG Development$129,854
Columbia University Medical CenterNew York, NY-SWOG Development$125,000
Regents University of California Los AngelesLos Angeles, CA501c3SWOG Development$125,000
University of Arizona College of MedicineTucson, AZ501c3SWOG Development$125,000
MD Anderson Cancer CenterHouston, TX501c3SWOG Development$122,375
Fred Hutchinson Cancer Research CenterSeattle, WA501c3SWOG Development$117,795
Fred Hutchinson Cancer Research CenterSeattle, WA501c3Professorship for cancer clinical research$70,294
Fred Hutchinson Cancer Research CenterSeattle, WA501c3Coltman Fellowships$50,000
Regents of the University of California DavisDavis, CA-SWOG ITSC Pilot Projects$50,000
University of ArizonaTucson, AZ501c3Coltman Fellowships$50,000
Yale UniversityNew Haven, CT-Coltman Fellowships$50,000
Oregon Health & Science UniversityPortland, OR501c3SWOG Development$36,500
Boston VA Research InstituteBoston, MA-SWOG VA Integration$30,000
University of Colorado DenverAurora, CO-Lung Project Support$28,841
Cancer Research and BiostatisticsSeattle, WA501c3Lung Master Protocol$25,228
The Jackson LaboratoryBar Harbor, ME501c3Educational Pilot$24,688
The Jackson LaboratoryBar Harbor, ME501c3SWOG ITSC Pilot Projects$12,500
MD Anderson Cancer CenterHouston, TX501c3SWOG Social Media$8,799

International Summary

Spending
$112,500

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeProgram servicesCancer research--$112,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Site/study payments liability$16,287,770
Federal income taxes$1,171,117
Assets held for others-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“Amendments were made to The Hope Foundation Bylaws in March 2014. An overview of the changes are as follows 1 to stagger terms and minimize board turnover at any one time, 2 clarification that the three directors appointed by SWOG BOG do not require a secondary approval process by the THF Board, and 3 clarification that a director voted to the executive board will automatically have their term extended to include a full term in that executive position.”

Form 990, Part VI, Section B, Line 11B

“The Form 990 is reviewed by the Board President/CEO, Board Chair, and Secretary prior to filing.”

Form 990, Part VI, Section B, Line 12C

“There is a conflict of interest committee that manages 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 classification and compensation is set in a comparative range.”

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.”

Filing and Contact Details

Filer

Filer Name
The Hope Foundation Inc
EIN
74-2655302
Phone
7349987150
Address
24 Frank Lloyd Wright Drive Room PO, Ann Arbor, MI 48106

Signing Officer

Name
Johanna Horn
Title
President CEO
Signed
2015-07-22
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
11
Employees
33
Volunteers
70

Preparer

Firm
Bennett & Associates CPAs PLLC
Address
100 Huronview Blvd, Ann Arbor, MI 48103
Preparer
James H Bennett CPA
Phone
7346228015
Supplemental Narrative

Financial Statement Notes

X 2

“The organization has evaluated the provisions of ASC Topic 740, Accounting for Uncertainty in Income Taxes. The evaluation was performed for the tax years 2011 through 2014, the years which remain subject to examination as of December 31, 2014. The organization concluded that there are no significant uncertain tax positions requiring recognition in the organizations consolidated financial statements.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0As 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.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization has evaluated the provisions of ASC Topic 740, Accounting for Uncertainty in Income Taxes. The evaluation was performed for the tax years 2011 through 2014, the years which remain subject to examination as of December 31, 2014. The organization concluded that there are no significant uncertain tax positions requiring recognition in the organizations consolidated financial statements.
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,464,984
Liabilities
$19,839,108
Net assets
$23,625,876
Revenue
$8,104,020
Expenses
$6,143,216
Net income
$1,960,804
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.6$21.7$40.9$28.6$23.0$5.60
2023Detailed filing. Detailed filing data is available for this year.$62.3$23.2$39.1$15.1$11.4$3.66
2022Detailed filing. Detailed filing data is available for this year.$56.7$25.2$31.5$9.87$11.0$1.09
2021Detailed filing. Detailed filing data is available for this year.$67.0$26.8$40.2$9.87$7.86$2.01
2020Detailed filing. Detailed filing data is available for this year.$59.8$29.1$30.7$7.62$7.42$0.20
2019Detailed filing. Detailed filing data is available for this year.$58.2$30.9$27.3$9.09$9.43$0.35
2018Detailed filing. Detailed filing data is available for this year.$53.7$30.3$23.4$8.71$8.09$0.63
2017Detailed filing. Detailed filing data is available for this year.$55.4$28.8$26.7$9.91$7.69$2.22
2016Detailed filing. Detailed filing data is available for this year.$50.2$27.6$22.6$7.77$7.89$0.13
2015Detailed filing. Detailed filing data is available for this year.$43.2$21.5$21.7$7.38$7.38$0.00
2014Detailed filing. Detailed filing data is available for this year.$43.5$19.8$23.6$8.10$6.14$1.96
2013Detailed filing. Detailed filing data is available for this year.$36.3$14.2$22.1$7.08$5.86$1.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.0$11.1$19.9$6.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.1$10.3$17.8$6.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.0$17.2$14.8$8.53