2026-08-25T13:03:27-05:00 2025-12-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2025-01-01 742655302 THE HOPE FOUNDATION HOPE 7349987150 24 FRANK LLOYD WRIGHT DR 4300K ANN ARBOR MI 48105 JOHANNA HORN PRESIDENT & CEO 7349987150 2026-08-25 1 BRANDY L MIKULA CPA P00645694 5173237500 2026-08-26 2025 2025-03-06 01:10:19Z JOHANNA HORN 24 FRANK LLOYD WRIGHT DR 4300K ANN ARBOR MI 48105 47780558 0 X WWW.THEHOPEFOUNDATION.ORG X 1992 TX TO RAISE AND CONTRIBUTE FUNDS FOR THE TREATMENT AND PREVENTION OF CANCER. 18 17 68 17 0 0 6147693 6042458 13942758 16747881 8485239 2867298 0 0 28575690 25657637 2952299 2212955 0 0 6742048 6866211 0 0 344439 13282302 13650209 22976649 22729375 5599041 2928262 62614833 64516032 21700785 16796306 40914048 47719726 X 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. 0 0 18622294 2212955 16658163 SUPPORT OF CANCER RESEARCH GROUPS. 1373804 89718 SUPPORT RESEARCH AND EDUCATION, INCLUDING SPRING AND FALL 2025 GROUP MEETINGS OF SWOG. FORMERLY THE SOUTHWEST ONCOLOGY GROUP, SWOG IS ONE OF FIVE COOPERATIVE GROUPS IN THE NCI'S NATIONAL CLINICAL TRIALS NETWORK. 19996098 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 39 0 1 68 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI AK CA CO CT HI IL KS KY MD MA MN MS NJ NY NC OH OK OR PA SC TN UT WA WI X X X DEBRA ALLEN 7349987150 24 FRANK LLOYD WRIGHT DR 4300K ANN ARBOR MI 48105 JOHANNA HORN MSW PRESIDENT & CEO 40.00 X X 275973 0 54452 JOSEPH UNGER PHD DIRECTOR 0.20 X 0 0 0 NATHAN ERIKSEN DIRECTOR 0.20 X 0 0 0 DAVID GIBSON DIRECTOR 0.20 X 0 0 0 SARAH GOLDBERG MD DIRECTOR 0.20 X 0 0 0 SYED AHMAD MD DIRECTOR 0.20 X 0 0 0 MARIE SUGA MD DIRECTOR 0.20 X 0 0 0 SUMANTA PAL MD DIRECTOR 0.20 X 0 0 0 CHRISTOPHER LIEU MD DIRECTOR 0.20 X 0 0 0 NORAH LYNN HENRY MD DIRECTOR 0.20 X 0 0 0 PRIYANKA SHARMA MD DIRECTOR 0.20 X 0 0 0 MARTI K S HEIL DIRECTOR 0.20 X 0 0 0 SCOTT RAMSEY MD DIRECTOR 0.20 X 0 0 0 CHARLES BLANKE MD SWOG CHAIR 0.20 X X 0 0 0 CATHY TANGEN PHD SECRETARY 0.20 X X 0 0 0 MARITA KENNEDY WEIN TREASURER 0.20 X X 0 0 0 MARIANA CHAVEZ MAC GREGOR MD VICE CHAIR 0.20 X X 0 0 0 DON S DIZON MD CHAIR 0.20 X X 0 0 0 DANA SPARKS DIRECTOR OF PC & OPERATION 40.00 X 177378 0 28795 MORGAN COX DIRECTOR OF COMMUNICATIONS 40.00 X 134630 0 36802 NORBERT STRAUSS ASSISTANT DIRECTOR OF OPERATIONS 40.00 X 120988 0 24261 DEBRA ALLEN CFO 40.00 X 134618 0 33646 MARY BRIEDE LEAD ATTORNEY 40.00 X 137663 0 24514 981250 0 202470 10 0 1 0 IMS TECHNOLOGY SERVICES INC 3055 MCCANN FARM DR GARNET VALLEY PA 19060 IT/AV SERVICES 298261 1 5237075 805383 6042458 ADMINISTRATIVE FEES 561000 14323891 14323891 SERVICE FEES 900099 2334272 2334272 EXHIBITOR AND REGISTRATION FEES 900099 89718 89718 16747881 2148571 2148571 22841648 22122921 718727 718727 718727 25657637 16747881 0 2867298 1794743 1794743 318031 318031 100181 100181 330425 233234 89025 8166 4901387 3457101 1322498 121788 431914 302770 118503 10641 825607 591351 214921 19335 376878 266943 100526 9409 1925 1925 43250 43250 169797 169797 731967 554448 31830 145689 410 410 74914 57393 16597 924 166311 130763 35548 156180 88553 67627 243082 229849 5414 7819 1373804 1373804 10858 3861 6997 21371 21371 TRIAL RELATED EXPENSES 10394185 10394185 MISCELLANEOUS EXPENSES 111268 80378 30890 DUES AND SUBSCRIPTIONS 91451 72177 19274 TELECOMMUNICATIONS 26594 18510 7516 568 32842 32016 826 22729375 19996098 2388838 344439 785 2975 5592775 3384542 3000 46000 2729491 3907868 180656 189457 363339 309159 65038 54180 47214884 50110219 6140076 6255289 688128 565502 62614833 64516032 6472967 3796414 6628 6628 15221190 12993264 21700785 16796306 X 39463206 46160989 1450842 1558737 40914048 47719726 62614833 64516032 2928262 3877416 0 X 0 1 X 1 1 1 X 4299705 5775551 6497943 6147693 6042458 28763350 4299705 5775551 6497943 6147693 6042458 28763350 28763350 2000529 1041424 2324264 2419586 2148571 9934374 18250 23014 429 41693 38739417 42697513 0.74250 0.74770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 18,250. 2022 AMOUNT: $ 23,014. 2023 AMOUNT: $ 429. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33216 8581 24635 330123 300578 29545 54180 LIMITED PARTNERSHIP- PARAMETRIC DEFENSE EQUITY FUND LLC 3567018 F LIMITED PARTNERSHIP- PIMCO TACTICAL OPPORTUNITIES OFFSHORE FUND, L.P 2688271 F 6255289 ASSETS HELD FOR OTHERS 11991430 PUBLIC FUNDS 436332 LEASES PAYABLE 565502 12993264 X 29365256 3877416 3877416 25487840 169797 169797 25657637 22559578 0 22559578 169797 169797 22729375 PART X, LINE 2: IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE, AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE, AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE TO FOUR YEARS. 1 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTMAKING GRANTS 30268 NORTH AMERICA 0 0 GRANTMAKING GRANTS 69913 0 0 0 0 0 0 100181 0 100181 NORTH AMERICA STRS FUNDING 69913 WIRE 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, SWOG/HOPE SEED FUNDING 30268 WIRE 0 2 0 0 0 0 0 0 PART I, LINE 2: PROGRESS REPORTS ARE REQUIRED ANNUALLY, IN SOME CASES EVERY 6 MONTHS, AND ARE REVIEWED AND SIGNED OFF ON BY THE CHAIR OF EACH PEER-REVIEW COMMITTEE PRIOR TO CLOSING OUT GRANTS OR PROVIDING ADDITIONAL FUNDING. 1 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 770303411 741613878 501(C)(3) 62500 0 SWOG/HOPE SEED FUNDING UNIVERSITY OF ARIZONA 1515 N CAMPBELL AVE TUCSON AZ 85724 742652689 501(C)(3) 75000 0 SWOG/HOPE IMPACT AWARD TUFTS MEDICAL CENTER INC 800 WASHINGTON STREET BOSTON ME 02111 043400617 501(C)(3) 59717 0 SWOG DIVERSITY OFFICER THE JACKSON LABORATORY 610 MAIN STREET BAR HARBOR ME 04609 010211513 501(C)(3) 50000 0 STRS FUNDING RHODE ISLAND HOSPITAL 593 EDDY STREET PROVIDENCE RI 02903 050258954 501(C)(3) 32819 0 SWOG DIVERSITY OFFICER RESEARCH INSTITUTE AT NATIONWIDE 700 CHILDRENS DRIVE COLUMBUS OH 43205 316056230 501(C)(3) 30899 0 STRS FUNDING - TRIAL S2426 RESEARCH INSTITUTE AT NATIONWIDE 700 CHILDRENS DRIVE COLUMBUS OH 43205 316056230 501(C)(3) 28543 0 STRS FUNDING - TRIAL S2427 RESEARCH INSTITUTE AT NATIONWIDE 700 CHILDRENS DRIVE COLUMBUS OH 43205 316056230 501(C)(3) 42088 0 STRS FUNDING - TRIAL S2433 REGENTS OF THE UNIVERSITY OF MICHIGAN 5082 WOLVERINE TOWER 3003 SOUTH STATE STREET ANN ARBOR MI 48109 386006309 501(C)(3) 25446 0 SWOG/HOPE SEED FUNDING NORTHWESTERN UNIVERSITY 633 CLARK STREET CROWN G 547 EVANSTON IL 60208 362167817 501(C)(3) 62500 0 MU NCORP PILOT PROJECTS NORTHWESTERN UNIVERSITY 633 CLARK STREET CROWN G 547 EVANSTON IL 60208 362167817 501(C)(3) 25000 0 DIVERSITY, EQUITY AND INCLUSION MAYO CLINIC ARIZONA 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 860800150 501(C)(3) 49998 0 SWOG/HOPE CAREER ENGAGEMENT AWARD H LEE MOFFITT 12902 MAGNOLIA DRIVE TAMPA FL 33612 592451713 501(C)(3) 125000 0 COLTMAN 2024 YEAR 1 FRED HUTCHINSON CANCER RESEARCH CENTER 1100 FAIRVIEW AVE N SEATTLE WA 981091024 237156071 501(C)(3) 352701 0 HOPE SWOG SDMC AWARD FRED HUTCHINSON CANCER RESEARCH CENTER 1100 FAIRVIEW AVE N SEATTLE WA 981091024 237156071 501(C)(3) 49997 0 COLTMAN 2025 YEAR 1 FRED HUTCHINSON CANCER RESEARCH CENTER 1100 FAIRVIEW AVE N SEATTLE WA 981091024 237156071 501(C)(3) 125000 0 SWOG/HOPE IMPACT AWARD COLUMBIA UNIVERSITY 161 FORT WASHINGTON AVENUE NEW YORK NY 10032 135598093 501(C)(3) 12566 0 GRANT WRITING WORKSHOP COLUMBIA UNIVERSITY 161 FORT WASHINGTON AVENUE NEW YORK NY 10032 135598093 501(C)(3) 100000 0 SWOG/HOPE CAREER ENGAGEMENT AWARD CANCER RESEARCH AND BIOSTATISTICS 1505 WESTLAKE AVE N SUITE 750 SEATTLE WA 981093050 911828539 501(C)(3) 188731 0 SWOG LATIN AMERICA INITIATIVE BECKMAN RESEARCH INSTITUTE CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 953432210 501(C)(3) 60895 0 SWOG/HOPE SEED FUNDING H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE INC 12902 MAGNOLIA DRIVE TAMPA FL 33612 592451713 501(C)(3) 49701 0 SWOG/HOPE IMPACT AWARD UNIVERSITY OF TEXAS HSC AT HOUSTON 7000 FANNIN HOUSTON TX 77030 741761309 GOVERNMENT 17366 0 DIVERSITY, EQUITY AND INCLUSION UNIVERSITY OF TEXAS MD ANDERSON PO BOX 4266 HOUSTON TX 772104266 746001118 GOVERNMENT 152101 0 SWOG/HOPE IMPACT AWARD 16 0 TRAVEL ASSISTANCE 171 318031 PART I, LINE 2: PROGRESS REPORTS ARE REQUIRED ANNUALLY, IN SOME CASES EVERY 6 MONTHS, AND ARE REVIEWED AND SIGNED OFF ON BY THE CHAIR OF EACH PEER-REVIEW COMMITTEE PRIOR TO CLOSING OUT GRANTS OR PROVIDING ADDITIONAL FUNDING. X 1 1 X X X 0 0 0 0 0 0 0 0 0 JOHANNA HORN MSW PRESIDENT & CEO 275973 0 0 0 0 0 27518 0 26934 0 330425 0 0 0 DANA SPARKS DIRECTOR OF PC & OPERATION 177378 0 0 0 0 0 18098 0 10697 0 206173 0 0 0 MORGAN COX DIRECTOR OF COMMUNICATIONS 134630 0 0 0 0 0 14036 0 22766 0 171432 0 0 0 DEBRA ALLEN CFO 134618 0 0 0 0 0 14965 0 18681 0 168264 0 0 0 MARY BRIEDE LEAD ATTORNEY 137663 0 0 0 0 0 13878 0 10636 0 162177 0 0 0 CRISTIAN ERIKSEN SON OF BOARD MEMBER NATHAN ERIKSEN 118144 W-2 COMPENSATION 0 HAILEY ERIKSEN DAUGHTER OF BOARD MEMBER NATHAN ERIKSEN 21705 W-2 COMPENSATION 0 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 THE MANAGES ANY REPORTED CONFLICTS. CONFLICT FORMS ARE REQUESTED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY STRUCTURE OF THE ORGANIZATION, INCLUDING KEY PERSONNEL, IS BENCHMARKED EVERY 3 YEARS AGAINST NATIONAL DATA, INCLUDING FORMAL COMPENSATIONS SURVEYS EVERY 5 YEARS TO MAINTAIN RELEVANCY WITH MARKET 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. SWOG CLINICAL TRIALS PARTNERSHIPS LLC 24 FRANK LLOYD WRIGHT DRIVE ANN ARBOR MI 48105 261146046 CANCER CLINICAL TRIALS TX 15271804 16994794 THE HOPE FOUNDATION