Civic Intelligence

The Hope Foundation Inc

990 • Fiscal year 2017 • EIN 74-2655302

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 08, 2018

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

71st percentile

0.52x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

2.90x

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

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

15th percentile

$169,202

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

28%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$55,434,961

Up $5,240,129 (+10%) from 2016

Net Assets

Up

$26,658,372

Up $4,057,339 (+18%) from 2016

Liabilities

Up

$28,776,589

Up $1,182,790 (+4.3%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin80th percentile

Revenue

Up

$9,914,707

Up $2,149,647 (+28%) from 2016

Expenses

Down

$7,693,060

Down $199,371 (-2.5%) from 2016

Net Income

Up

$2,221,647

Up $2,349,018 (+1844%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2017

Assets$55,434,961
Liabilities$28,776,589
Net Assets$26,658,372
Open 2017 Filing

Operations Trend

Revenue Growth82nd 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

2017

Revenue$9,914,707
Expenses$7,693,060
Net Income$2,221,647
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 8, 2018
Return Version
2017v2.3
Gross Receipts
$30,765,209
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$30,148,452$37,370,605▲ $7,222,153
Savings and Temporary Cash Investments$5,479,330$6,818,184▲ $1,338,854
Investments Other Securities$3,556,875$4,020,537▲ $463,662
Accounts Receivable$8,050,011$3,971,552▼ $4,078,459
Cash and Non-Interest-Bearing Accounts$2,815,384$3,187,165▲ $371,781
Prepaid Expenses and Deferred Charges$70,220$49,674▼ $20,546
Pledges and Grants Receivable$40,000--
Land, Buildings, and Equipment, Net$34,560$17,244▼ $17,316
Total Assets$50,194,832$55,434,961▲ $5,240,129
Liabilities
Other Liabilities$22,079,711$26,869,682▲ $4,789,971
Accounts Payable and Accrued Expenses$4,975,684$1,561,608▼ $3,414,076
Grants Payable$538,404$345,299▼ $193,105
Total Liabilities$27,593,799$28,776,589▲ $1,182,790
Net Assets / Fund Balance
Unrestricted Net Assets$18,125,623$23,120,601▲ $4,994,978
Temporarily Rstr Net Assets$4,475,410$3,537,771▼ $937,639
Total Net Assets Fund Balance$22,601,033$26,658,372▲ $4,057,339
Total Liabilities and Net Assets / Fund Balance$50,194,832$55,434,961▲ $5,240,129

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,244$340,108$357,352
Leasehold Improvements-$22,179$22,179
Other Securities$2,833,060--
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Johanna R HornPresident CEOFT$139,200$30,002$169,202

Board Members and Trustees

NameTitle
Anne F SchottChair
Charles D BlankeDirector / Chair
Lee M EllisDirector / Vice Chair and Treasurer, ad-interim
Dawn L HershmanVice Chair / Director
Diane QualeDirector
Don S DizonDirector
Gary H LymanDirector
James L Wade IIIDirector
Jason A ZellDirector
Joni MarraDirector
Lajos PusztaiDirector
Louis FehrenbacherDirector
Michael L LeBlancDirector
Primo Lara JrDirector
James M RaeDirector / Secretary
Cavitt RandallDirector / Treasurer
Nathan R EriksenSecretary
David N PappasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,173,116
Program Service Revenue
$3,605,555
Investment Income
$2,057,721
Other Revenue
$78,315
All Other Contributions
$776,855
Change in Net Assets
$2,221,647

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,819,788
Revenue Not Reported on Financial Statements
$94,919
Revenue Not Reported on Form 990
$1,835,692
Total Revenue per Audited Statements
$11,655,480
Total Revenue per Form 990
$9,914,707
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,142,603
Other Expenses$2,511,082
Grants and Similar Amounts Paid$2,039,375
Total Fundraising Expense$41,606
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,948,985$281,015$15,167$2,245,167
Grants to Domestic Orgs$2,007,164--$2,007,164
Conferences and Meetings$826,853--$826,853
Travel$574,514$13,629-$588,143
Fees for Services Other$420,036$19,133-$439,169
Other Employee Benefits$294,560$47,351$2,775$344,686
Office Expenses$149,965$64,538$255$214,758
Pension Plan Contributions$173,310$22,621$1,191$197,122
Payroll Taxes$153,465$30,770$2,191$186,426
Current Officers, Directors, Trustees, and Key Employees$15,059$138,729$15,414$169,202
Occupancy$98,691$34,755-$133,446
All Other Expenses$69,049$58,070$4,613$131,732
Fees for Service Investment Mgmnt Fees-$94,919-$94,919
Grants to Domestic Individuals$32,211--$32,211
Information Technology$18,858$7,896-$26,754
Fees for Services Accounting-$22,856-$22,856
Depreciation Depletion$14,005$3,311-$17,316
Insurance-$9,759-$9,759
Fees for Services Legal-$4,430-$4,430
Advertising-$947-$947
Total Functional Expenses$6,796,725$854,729$41,606$7,693,060

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,693,060
Expenses per Audited Statements$7,598,141
Total Expenses per Audited Statements$7,598,141
Expenses Not Reported on Financial Statements$94,919
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Regents of the University of Michigan The University of Michigan-ORSPAnn Arbor, MI501c3Support Sarcoma Survivorship Clinic$147,530
MD Anderson Cancer CenterHouston, TX501c3SWOG/Hope Impact$125,000
Oregon Health & Science UniversityPortland, OR501c3SWOG/Hope Impact$125,000
University of ArizonaTucson, AZ-SWOG/Hope Impact$125,000
University of RochesterRochester, NY-SWOG/Hope Impact$125,000
Oregon Health & Science UniversityPortland, OR501c3SWOG/Hope SEED Funding$120,625
University of Kansas Medical CenterKansas City, KS-SWOG ITSC Pilot Projects$95,472
University of Southern CaliforniaLos Angeles, CA-SWOG ITSC Pilot Projects$72,000
The Jackson LaboratoryBar Harbor, ME501c3SWOG ITSC Pilot Projects$62,686
Mednet IncPalo Alto, CA501c3SWOG/Hope SEED Funding$62,500
Northwestern University Feinberg School of MedicineChicago, IL501c3SWOG/Hope SEED Funding$62,500
Beckman Research Institute of the City of HopeDuarte, CA501c3SWOG/Hope SEED Funding$61,358
The Research InstituteNationwide Childrens HospitalColumbus, OH501c3STRS SWOG Trial Support S1609$54,040
City of HopeDuarte, CA501c3Coltman Fellowship$50,000
Columbia University Medical CenterNew York, NY501c3Coltman Fellowship$50,000
Oregon Health & Science UniversityPortland, OR501c3Coltman Fellowship$50,000
University of RochesterRochester, NY-Coltman Fellowship$50,000
Yale UniversityNew Haven, CT-Coltman Fellowship$50,000
Fred Hutchinson Cancer Research CenterSeattle, WA501c3Professorship for cancer clinical research$27,875
Indiana Institute for Medical ResearchIndianapolis, IN501c3SWOG/Hope VA Integration Support Program$25,000
Louisiana Veterans Research & EducationNew Orleans, LA501c3SWOG/Hope VA Integration Support Program$25,000
Foundation for Advancing Veterans Health ResearchSan Antonio, TX501c3SWOG/Hope VA Integration Support Program$24,270
Fred Hutchinson Cancer Research CenterSeattle, WA501c3Cancer Care Delivery$23,766
MD Anderson Cancer CenterHouston, TX501c3SWOG ITSC Pilot Projects$19,842
University of Kansas Medical CenterKansas City, KS-SQOL Committee Support$12,146
Columbia University Medical CenterNew York, NY501c3Grant Writing Workshop$10,217
Fred Hutchinson Cancer Research CenterSeattle, WA501c3SQOL Committee Support$8,355
University of Colorado DenverAurora, CO-Lung Project Support$7,513
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$25,750,960
Federal income taxes$1,118,722
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
2018-06-08
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
13
Employees
46
Volunteers
18

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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IRS990/Form990PartVIISectionAGrp/PersonNm10Jason A Zell
IRS990/Form990PartVIISectionAGrp/PersonNm11Diane Quale
IRS990/Form990PartVIISectionAGrp/PersonNm12Primo Lara Jr
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IRS990/Form990PartVIISectionAGrp/PersonNm15Lajos Pusztai
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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,434,961
Liabilities
$28,776,589
Net assets
$26,658,372
Revenue
$9,914,707
Expenses
$7,693,060
Net income
$2,221,647
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