Form 990 for tax year 2024
Filed by RESEARCH AND EDUCATION FOUNDATION OF THE SOCIETY OF HEAD AND NECK SU.
Totals
- Total revenue
- $463,398
- Total expenses
- $181,201
- Contributions and grants received
- $110,061
- Grants paid
- $150,715
- Program service revenue
- $0
- Investment income
- $343,337
- Other revenue
- $10,000
- Total assets, end of year
- $5,215,189
- Total liabilities, end of year
- $80,254
- Net assets or fund balances, end of year
- $5,134,935
- Program services expenses (Part IX)
- $161,183
- Management and general expenses
- $20,018
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $161,183
Program services were 89.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$110,061
-
3 · Investment income
total $137,952 · related or exempt $137,952
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $830,982
-
7b · Less cost or other basis and sales expenses
securities $625,597
-
7c · Gain or loss
securities $205,385
-
7d · Net gain or loss
total $205,385 · excluded $205,385
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: UNUSED GRANTS
total $10,000 · excluded $10,000
-
11e · Other revenue, total
$10,000
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $131,715 · program services $131,715
-
2 · Grants to domestic individuals
total $19,000 · program services $19,000
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total -$9,183 · management and general -$9,183
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $2,625 · management and general $2,625
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $19,570 · management and general $19,570
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: RECEPTION
total $10,468 · program services $10,468
-
24b · Other expenses: Merchant credit card fees
total $3,356 · management and general $3,356
-
24c · Other expenses: foreign tax paid
total $2,673 · management and general $2,673
-
24d · Other expenses: Miscellaneous
total $977 · management and general $977
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $67,428 · end of year $47,327
-
2 · Savings and temporary cash investments
beginning of year $110,561 · end of year $187,271
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $101,838 · end of year $79,277
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $4,464,094 · end of year $4,901,314
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $84,019 · end of year $80,254
-
27 · Net assets without donor restrictions
beginning of year $85,247 · end of year $46,350
-
28 · Net assets with donor restrictions
beginning of year $4,574,655 · end of year $5,088,585
Mission and programs · 2024
Mission
To conduct program of grants to support research in head and neck oncology.
-
research grants given in the field of study of diseases of the head and neck.
Expenses $161,183
As filed on the 2024 return.
Listed in Part VII
-
Brian Burkey MDBRIAN BURKEY MD
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Babak Givi MDBABAK GIVI MD
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Stephen Lai MDSTEPHEN LAI MD
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert FerrisROBERT FERRIS
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeffrey Liu MDJEFFREY LIU MD
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Christina Kasendorf
Executive Direc
- Total calculated
- $0
- Hours/week
- 1
-
William Lydiatt MDWILLIAM LYDIATT MD
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark Zafereo MDMARK ZAFEREO MD
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
James Rocco MDJAMES ROCCO MD
President
- Total calculated
- $0
- Hours/week
- 0.5
-
Maie St JohnMAIE ST JOHN
Treasurer
- Total calculated
- $0
- Hours/week
- 0.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
THE CLEVELAND CLINIC FOUNDTN
$30,000
RESEARCH
-
$25,000
RESEARCH
-
$20,000
RESEARCH
-
$20,000
RESEARCH
-
$10,000
RESEARCH
-
$10,000
RESEARCH
-
$10,000
RESEARCH
-
OREGON HEALTH SCIENCE UNV
$6,715
RESEARCH
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
THE AMERICAN HEAD AND NECK SOCIETY INC
501 C3 · PREVENTION, DIAGNOSIS OF DESEASES OF HEAD/NECK · NY
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543179349312209
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