Civic Intelligence

The Hope Foundation Inc

990 • Fiscal year 2016 • EIN 74-2655302

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 21, 2017

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

72nd percentile

0.55x

Higher debt load relative to assets than 72% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

3.55x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

29th percentile

-1.6%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

13th percentile

$162,246

Higher top officer pay than 13% of similar nonprofits.

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

86th percentile

16%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

5.2%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$50,194,832

Up $6,990,748 (+16%) from 2015

Net Assets

Up

$22,601,033

Up $876,300 (+4.0%) from 2015

Liabilities

Up

$27,593,799

Up $6,114,448 (+28%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin29th percentile

Revenue

Up

$7,765,060

Up $385,529 (+5.2%) from 2015

Expenses

Up

$7,892,431

Up $516,951 (+7.0%) from 2015

Net Income

Down

-$127,371

Down $131,422 (-3244%) from 2015

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

2016

Assets$50,194,832
Liabilities$27,593,799
Net Assets$22,601,033
Open 2016 Filing

Operations Trend

Revenue Growth60th 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

2016

Revenue$7,765,060
Expenses$7,892,431
Net Income-$127,371
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 21, 2017
Return Version
2016v3.0
Gross Receipts
$22,263,048
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$28,478,237$30,148,452▲ $1,670,215
Accounts Receivable$7,757,456$8,050,011▲ $292,555
Savings and Temporary Cash Investments$1,553,545$5,479,330▲ $3,925,785
Investments Other Securities$3,710,826$3,556,875▼ $153,951
Cash and Non-Interest-Bearing Accounts$1,431,698$2,815,384▲ $1,383,686
Prepaid Expenses and Deferred Charges$59,611$70,220▲ $10,609
Pledges and Grants Receivable$154,474$40,000▼ $114,474
Land, Buildings, and Equipment, Net$58,237$34,560▼ $23,677
Total Assets$43,204,084$50,194,832▲ $6,990,748
Liabilities
Other Liabilities$19,083,492$22,079,711▲ $2,996,219
Accounts Payable and Accrued Expenses$1,800,850$4,975,684▲ $3,174,834
Grants Payable$595,009$538,404▼ $56,605
Total Liabilities$21,479,351$27,593,799▲ $6,114,448
Net Assets / Fund Balance
Unrestricted Net Assets$16,348,737$18,125,623▲ $1,776,886
Temporarily Rstr Net Assets$5,375,996$4,475,410▼ $900,586
Total Net Assets Fund Balance$21,724,733$22,601,033▲ $876,300
Total Liabilities and Net Assets / Fund Balance$43,204,084$50,194,832▲ $6,990,748

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,560$322,792$357,352
Leasehold Improvements-$22,179$22,179
Other Securities$2,584,430--
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Johanna R HornPresident CEOFT$133,880$28,366$162,246

Board Members and Trustees

NameTitle
Anne F SchottChair
Dawn L HershmanVice Chair
Charles D BlankeDirector
Diane QualeDirector
Gary H LymanDirector
James L Wade IIIDirector
James M RaeDirector
Jason A ZellDirector
Joni MarraDirector
Lajos PusztaiDirector
Lee M EllisDirector
Michael L LeBlancDirector
Primo Lara JrDirector
Nathan R EriksenSecretary
David N PappasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,409,225
Program Service Revenue
$2,350,909
Investment Income
$957,450
Other Revenue
$47,476
All Other Contributions
$919,267
Change in Net Assets
$-127,371

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,672,982
Revenue Not Reported on Financial Statements
$92,078
Revenue Not Reported on Form 990
$1,003,671
Total Revenue per Audited Statements
$8,676,653
Total Revenue per Form 990
$7,765,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,962,092
Grants and Similar Amounts Paid$2,830,188
Other Expenses$2,100,151
Total Fundraising Expense$37,291
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,798,526--$2,798,526
Other Salaries and Wages$1,768,108$316,573$13,665$2,098,346
Conferences and Meetings$762,112--$762,112
Travel$515,696$21,406-$537,102
Other Employee Benefits$290,611$53,383$3,000$346,994
Fees for Services Other$175,453$16,805-$192,258
Office Expenses$130,834$58,195$103$189,132
Pension Plan Contributions$160,113$25,592$1,079$186,784
Payroll Taxes$134,270$31,494$1,958$167,722
Current Officers, Directors, Trustees, and Key Employees$14,440$133,026$14,780$162,246
Occupancy$96,444$42,076-$138,520
Fees for Service Investment Mgmnt Fees-$92,078-$92,078
Depreciation Depletion$44,440$14,884-$59,324
All Other Expenses$30,466$23,717$2,706$56,889
Information Technology$8,825$28,425-$37,250
Grants to Domestic Individuals$31,662--$31,662
Fees for Services Accounting-$21,605-$21,605
Insurance-$10,527-$10,527
Fees for Services Legal-$2,200-$2,200
Advertising-$1,154-$1,154
Total Functional Expenses$6,962,000$893,140$37,291$7,892,431

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,892,431
Expenses per Audited Statements$7,800,353
Total Expenses per Audited Statements$7,800,353
Expenses Not Reported on Financial Statements$92,078
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oregon Health & Science UniversityPortland, OR501c3SWOG/Hope Impact$250,016
Regents of the University of Michigan The University of Michigan-ORSPAnn Arbor, MI501c3Support Sarcoma Survivorship Clinic$250,000
University of Utah Huntsman Cancer InstituteSalt Lake City, UT-SWOG/Hope Impact$249,759
University of Southern CaliforniaLos Angeles, CA-CTC Translational Medicine$217,133
MD Anderson Cancer CenterHouston, TX501c3SWOG/Hope Impact$125,000
University of ArizonaTucson, AZ501c3SWOG/Hope Impact$125,000
University of RochesterRochester, NY-SWOG/Hope Impact$125,000
Cancer Research and BiostatisticsSeattle, WA501c3SWOG Latin American Clinical Trials Training Workshops$100,000
Fred Hutchinson Cancer Research CenterSeattle, WA501c3SWOG NCORP Pilot Projects$99,073
The Jackson LaboratoryBar Harbor, ME501c3SWOG ITSC Pilot Projects$87,821
Fred Hutchinson Cancer Research CenterSeattle, WA501c3Professorship for cancer clinical research$74,337
City of HopeDuarte, CA501c3SWOG Trial Support$71,500
Tulane UniversityNew Orleans, LA501c3SWOG/Hope SEED Funding$62,500
University of Colorado DenverAurora, CO501c3Rare Cancers Fellowship$61,814
University of RochesterRochester, NY-SWOG ITSC Pilot Projects$60,000
Greenville Health SystemGreenville, SC501c3SWOG/Hope SEED Funding$59,828
Regents of the University of MichiganAnn Arbor, MI501c3SWOG ITSC Pilot Projects$59,524
Cold Spring Harbor LaboratoryCold Spring Harbor, NY501c3SWOG ITSC Pilot Projects$54,000
Columbia University Medical CenterNew York, NY501c3Coltman Fellowship$50,000
Regents University of California Los AngelesLos Angeles, CA501c3Coltman Fellowship$50,000
Regents of the University of MichiganAnn Arbor, MI501c3SWOG/Hope SEED Funding$50,000
Yale UniversityNew Haven, CT-Coltman Fellowship$50,000
Yale UniversityNew Haven, CT-SWOG ITSC Pilot Projects$48,628
Fred Hutchinson Cancer Research CenterSeattle, WA501c3SWOG/Hope SEED Funding$32,425
Cincinnati VA Medical CenterCincinnati, OH501c3SWOG/Hope VA Integration Support Program$25,000
Orlando VA Medical CenterOrlando, FL501c3SWOG/Hope VA Integration Support Program$25,000
VA Portland Health Care SystemPortland, OR-SWOG/Hope VA Integration Support Program$25,000
VA Puget Sound Health Care SystemSeattle, WA-SWOG/Hope VA Integration Support Program$25,000
James J Peters VA Medical CenterBronx, NY501c3SWOG/Hope VA Integration Support Program$24,935
Regents University of California Los AngelesLos Angeles, CA501c3SWOG ITSC Pilot Projects$21,799
Fred Hutchinson Cancer Research CenterSeattle, WA501c3Cancer Care Delivery$20,879
Cancer Research and BiostatisticsSeattle, WA501c32016 group meeting$19,273
University of California DavisDavis, CA501c3Support for S0819 KRAS Mutational Analysis$19,000
University of Colorado DenverAurora, CO501c3Lung Project Support$15,038
University of California San FransiscoSan Francisco, CA501c3SWOG ITSC Pilot Projects$12,000
University of Colorado DenverAurora, CO501c3Support for S0819 Biomarker Analysis$9,090
University of California DavisDavis, CA501c3SWOG ITSC Pilot Projects$6,000
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$20,908,594
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
2017-08-21
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
14
Employees
47
Volunteers
15

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

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,194,832
Liabilities
$27,593,799
Net assets
$22,601,033
Revenue
$7,765,060
Expenses
$7,892,431
Net income
-$127,371
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