Civic Intelligence

The Hope Foundation Inc

990 • Fiscal year 2015 • EIN 74-2655302

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 28, 2016

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

69th percentile

0.50x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

90th percentile

2.91x

Higher debt load relative to revenue than 90% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

32nd percentile

0.1%

Higher net margin than 32% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

25th percentile

$157,015

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

38th percentile

-0.6%

Faster asset growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-8.9%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$43,204,084

Down $260,900 (-0.6%) from 2014

Net Assets

Down

$21,724,733

Down $1,901,143 (-8.0%) from 2014

Liabilities

Up

$21,479,351

Up $1,640,243 (+8.3%) from 2014

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin32nd percentile

Revenue

Down

$7,379,531

Down $724,489 (-8.9%) from 2014

Expenses

Up

$7,375,480

Up $1,232,264 (+20%) from 2014

Net Income

Down

$4,051

Down $1,956,753 (-100%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2015

Assets$43,204,084
Liabilities$21,479,351
Net Assets$21,724,733
Open 2015 Filing

Operations Trend

Revenue Growth19th 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

2015

Revenue$7,379,531
Expenses$7,375,480
Net Income$4,051
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 28, 2016
Return Version
2015v2.1
Gross Receipts
$19,655,761
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$30,851,707$28,478,237▼ $2,373,470
Accounts Receivable$5,159,066$7,757,456▲ $2,598,390
Investments Other Securities$3,833,000$3,710,826▼ $122,174
Savings and Temporary Cash Investments$2,550,188$1,553,545▼ $996,643
Cash and Non-Interest-Bearing Accounts$647,272$1,431,698▲ $784,426
Pledges and Grants Receivable$298,025$154,474▼ $143,551
Prepaid Expenses and Deferred Charges$26,625$59,611▲ $32,986
Land, Buildings, and Equipment, Net$99,101$58,237▼ $40,864
Total Assets$43,464,984$43,204,084▼ $260,900
Liabilities
Other Liabilities$17,458,887$19,083,492▲ $1,624,605
Accounts Payable and Accrued Expenses$1,850,367$1,800,850▼ $49,517
Grants Payable$529,854$595,009▲ $65,155
Total Liabilities$19,839,108$21,479,351▲ $1,640,243
Net Assets / Fund Balance
Unrestricted Net Assets$17,454,856$16,348,737▼ $1,106,119
Temporarily Rstr Net Assets$6,171,020$5,375,996▼ $795,024
Total Net Assets Fund Balance$23,625,876$21,724,733▼ $1,901,143
Total Liabilities and Net Assets / Fund Balance$43,464,984$43,204,084▼ $260,900

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$58,237$263,468$321,705
Leasehold Improvements-$22,179$22,179
Other Securities$2,617,384--
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Johanna HornPresident CEOFT$130,894$26,121$157,015

Board Members and Trustees

NameTitle
Anne F SchottChair
Dawn L HershmanVice Chair
Charles D BlankeDirector
David R GandaraDirector
Deborah E CollyarDirector
James L Wade IIIDirector
Jason A ZellDirector
Joni MarraDirector
Lee M EllisDirector
Michael L LeBlancDirector
Nathan R EriksenSecretary
David N PappasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,973,406
Program Service Revenue
$1,351,765
Investment Income
$1,025,478
Other Revenue
$28,882
All Other Contributions
$1,568,176
Change in Net Assets
$4,051

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,284,863
Revenue Not Reported on Financial Statements
$94,668
Revenue Not Reported on Form 990
$-1,905,194
Total Revenue per Audited Statements
$5,379,669
Total Revenue per Form 990
$7,379,531
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,691,111
Grants and Similar Amounts Paid$2,560,790
Other Expenses$2,123,579
Total Fundraising Expense$52,790
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,526,511--$2,526,511
Other Salaries and Wages$1,614,377$243,237$9,533$1,867,147
Conferences and Meetings$782,712--$782,712
Travel$520,011$11,404-$531,415
Other Employee Benefits$283,015$48,015$2,611$333,641
Fees for Services Other$174,308$16,027-$190,335
Pension Plan Contributions$157,373$21,416$909$179,698
Office Expenses$118,376$59,133$213$177,722
Current Officers, Directors, Trustees, and Key Employees$13,974$128,738$14,303$157,015
Payroll Taxes$125,186$26,769$1,655$153,610
Occupancy$113,449$19,194-$132,643
All Other Expenses$75,483$21,408$23,566$120,457
Fees for Service Investment Mgmnt Fees-$94,668-$94,668
Depreciation Depletion$37,401$3,463-$40,864
Grants to Domestic Individuals$31,771--$31,771
Fees for Services Accounting-$22,397-$22,397
Information Technology$12,998$7,842-$20,840
Insurance-$9,188-$9,188
Foreign Grants$2,508--$2,508
Fees for Services Legal-$338-$338
Total Functional Expenses$6,589,453$733,237$52,790$7,375,480

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,375,480
Expenses per Audited Statements$7,280,812
Total Expenses per Audited Statements$7,280,812
Expenses Not Reported on Financial Statements$94,668
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Genomic HealthRedwood City, CA501c3s1007 Jobs$551,850
Regents of the University of Michigan The University of Michigan-ORSPAnn Arbor, MI501c3Support Sarcoma Survivorship Clinic$250,000
University of Colorado DenverAurora, CO501c3SWOG Biorepository Funding$153,370
Columbia University Medical CenterNew York, NY501c3SWOG/Hope SEED Funding$125,000
Columbia University Medical CenterNew York, NY-SWOG/Hope Impact$125,000
Regents University of California Los AngelesLos Angeles, CA501c3SWOG/Hope Impact$125,000
University of ArizonaTucson, AZ501c3SWOG/Hope Impact$125,000
Oregon Health & Science UniversityPortland, OR501c3SWOG/Hope Impact$124,918
MD Anderson Cancer CenterHouston, TX501c3SWOG/Hope Impact$122,375
Fred Hutchinson Cancer Research CenterSeattle, WA-Professorship for cancer clinical research$90,330
City of HopeDuarte, CA501c3SWOG Trial Support$74,625
University of Colorado DenverAurora, CO501c3SWOG/Hope SEED Funding$62,500
University of Colorado DenverAurora, CO501c3Rare Cancers Fellowship$61,814
Chapman UniversityOrange, CA501c3SWOG/Hope SEED Funding$60,338
Fred Hutchinson Cancer Research CenterSeattle, WA-Coltman Fellowship$50,000
Regents University of California Los AngelesLos Angeles, CA501c3Coltman Fellowship$50,000
Yale UniversityNew Haven, CT501c3Coltman Fellowship$50,000
The Research Institute at Nationwide Children's HospitalColumbus, OH501c3SWOG/Hope Funding for S0703$49,300
Regents of the University of MichiganAnn Arbor, MI501c3SWOG ITSC Pilot Projects$36,560
Oregon Health & Science UniversityPortland, OR501c3Support for OHSU activity for SWOG programs and admin$36,086
Cancer Research and BiostatisticsSeattle, WA501c3Spring 2014, spring 2015, fall 2015 group meetings$32,774
University of Colorado DenverAurora, CO-Lung Project Support$30,410
Columbia University Medical CenterNew York, NY-SWOG Virtual Grant Writing Workshop and Salary Support$28,733
Central Arkansas Veterans Healthcare System via Biomedical Research FndnLittle Rock, AR501c3SWOG/Hope VA Integration Support Program$25,000
Denver VA Medical Center via Denver Research InstituteDenver, CO501c3SWOG/Hope VA Integration Support Program$25,000
Institute for Medical Research IncDurham, NC501c3SWOG/Hope VA Integration Support Program$25,000
The Narrows Institute co New York Harbor Healthcare SystemNew York, NY501c3SWOG/Hope VA Integration Support Program$25,000
Cold Spring Harbor LaboratoryCold Spring Harbor, NY-SWOG ITSC Pilot Projects$14,247
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$17,912,375
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 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
2016-09-28
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
12
Employees
36
Volunteers
70

Preparer

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

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,204,084
Liabilities
$21,479,351
Net assets
$21,724,733
Revenue
$7,379,531
Expenses
$7,375,480
Net income
$4,051
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