What the amendment changed
Compared with the return it replaced , filed 21 December 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $3,048,284 changed to $3,435,580
- Total expenses
- $3,266,819 changed to $3,677,497
- Contributions and grants received
- $3,808,054 changed to $4,017,297
- Grants paid
- $2,056,024 changed to $2,418,815
- Investment income
- $6,446 changed to $20,995
- Other revenue
- -$766,216 changed to -$602,712
- Total assets, end of year
- $1,088,355 changed to $1,499,112
- Total liabilities, end of year
- $276,812 changed to $729,865
- Net assets or fund balances, end of year
- $811,543 changed to $769,247
- Program services expenses
- $2,391,932 changed to $2,829,244
- Management and general expenses
- $387,511 changed to $303,381
- Fundraising expenses
- $487,376 changed to $544,872
- Program service expenses (Part III)
- $2,391,932 changed to $2,829,244
Totals
- Total revenue
- $3,435,580
- Total expenses
- $3,677,497
- Contributions and grants received
- $4,017,297
- Grants paid
- $2,418,815
- Program service revenue
- $0
- Investment income
- $20,995
- Other revenue
- -$602,712
- Total assets, end of year
- $1,499,112
- Total liabilities, end of year
- $729,865
- Net assets or fund balances, end of year
- $769,247
- Program services expenses (Part IX)
- $2,829,244
- Management and general expenses
- $303,381
- Fundraising expenses
- $544,872
- Program service expenses (Part III)
- $2,829,244
Program services were 76.9% 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.
-
1c · Fundraising events
$3,368,235
-
1f · All other contributions, gifts and grants
$649,062
-
1g · Noncash contributions included above
$81,175
-
3 · Investment income
total $20,995 · excluded $20,995
-
8a · Fundraising events: gross income
$238,030
-
8a · Fundraising events: contributions included on line 1c
$3,368,235
-
8b · Fundraising events: direct expenses
$840,742
-
8c · Net income from fundraising events
total -$602,712 · excluded -$602,712
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,950,000 · program services $1,950,000
-
2 · Grants to domestic individuals
total $468,815 · program services $468,815
-
5 · Compensation of officers, directors and key employees
total $306,228 · program services $89,623 · management and general $64,716 · fundraising $151,889
-
7 · Other salaries and wages
total $626,472 · program services $183,348 · management and general $132,394 · fundraising $310,730
-
8 · Pension plan contributions
total $19,473 · program services $5,699 · management and general $4,116 · fundraising $9,658
-
9 · Other employee benefits
total $19,501 · program services $5,707 · management and general $4,121 · fundraising $9,673
-
10 · Payroll taxes
total $68,283 · program services $19,984 · management and general $14,430 · fundraising $33,869
-
11c · Fees: accounting
total $31,683 · management and general $31,683
-
11f · Fees: investment management
total $1,948 · management and general $1,948
-
12 · Advertising and promotion
total $5,950 · management and general $4,808 · fundraising $1,142
-
13 · Office expenses
total $71,389 · program services $45,441 · management and general $18,715 · fundraising $7,233
-
16 · Occupancy
total $59,375 · program services $54,012 · management and general $5,363
-
17 · Travel
total $5,817 · program services $1,423 · management and general $3,266 · fundraising $1,128
-
23 · Insurance
total $11,470 · management and general $11,470
-
24a · Other expenses: CREDIT CARD FEES
total $17,837 · management and general $15 · fundraising $17,822
-
24b · Other expenses: MISC
total $12,756 · program services $5,192 · management and general $5,836 · fundraising $1,728
-
24c · Other expenses: TAXES & LICENSES
total $500 · management and general $500
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $157,466 · end of year $275,198
-
2 · Savings and temporary cash investments
beginning of year $112,459 · end of year $903
-
3 · Pledges and grants receivable
beginning of year $311,397 · end of year $345,070
-
4 · Accounts receivable
beginning of year $100,663 · end of year $124,621
-
9 · Prepaid expenses and deferred charges
beginning of year $8,424 · end of year $8,424
-
11 · Investments: publicly traded securities
beginning of year $494,248 · end of year $669,807
-
12 · Investments: other securities
beginning of year $153,071
-
15 · Other assets
beginning of year $0 · end of year $75,089
-
17 · Accounts payable and accrued expenses
beginning of year $133,390 · end of year $29,084
-
18 · Grants payable
end of year $450,000
-
19 · Deferred revenue
beginning of year $89,600 · end of year $175,250
-
25 · Other liabilities
beginning of year $0 · end of year $75,531
-
27 · Net assets without donor restrictions
beginning of year -$140,460 · end of year -$266,155
-
28 · Net assets with donor restrictions
beginning of year $1,255,198 · end of year $1,035,402
Mission and programs · 2022
Mission
EXPECT MIRACLES FOUNDATION RALLIES THE FINANCIAL SERVICES INDUSTRY AND BYEOND TO INVEST IN LIFE-SAVING CANCER RESEARCH WHILE ADVANCING THE FINANCIAL AND EMOTIONAL HEALTH OF PEOPLE IMPACTED BY CANCER. WE ARE A 501(C)(3) PUBLIC CHARITY.
Activities or mission (Part I)
EXPECT MIRACLES FOUNDATION RALLIES THE FINANCIAL SERVICES INDUSTRY AND BEYOND TO INVEST IN LIFE-SAVING CANCER RESEARCH WHILE ADVANCING THE FINANCIAL AND EMOTIONAL HEALTH OF PEOPLE IMPACTED BY CANCER. WE ARE A 501(C)(3) PUBLIC CHARITY.
-
DANA-FARBER CANCER INSTITUTE: EXPECT MIRACLES FOUNDATION IS A MAJOR SUPPORTER OF THE HEART OF DANA-FARBER CANCER INSTITUTE'S REVOLUTIONARY RESEARCH AND DEVELOPMENT MODEL, THE ROBERT AND RENE BELFER CENTER FOR APPLIED CANCER SCIENCE. THE BELFER CENTER ADDRESSES KEY CHALLENGES IN CANCER TREATMENTS BY LEVERAGING DFCI DISCOVERIES AND APPLYING THEM TO DRUG DISCOVERY AND DEVELOPMENT. THE BELFER CENTER IS FOCUSED ON IDENTIFYING STRATEGIES TO OVERCOME RESISTANCE TO EXISTING TREATMENTS. USING A COLLABORATIVE RESEARCH APPROACH THAT BRINGS TOGETHER RESOURCES FROM ACADEMIA AND THE BIOMEDICAL INDUSTRY, THE BELFER CENTER IS LEADING THE WAY IN TRANSLATING TODAY'S SCIENCE INTO TOMORROW'S TARGETED THERAPIES MORE QUICKLY THAN EVER, BRINGING NEW HOPE TO CANCER PATIENTS.
Expenses $1,450,000 · Grants $1,450,000
-
MEMORIAL SLOAN KETTERING CANCER CENTER: EXPECT MIRACLES FOUNDATION SUPPORTS THE GROUNDBREAKING RESEARCH AT MEMORIAL SLOAN KETTERING CANCER CENTER'S CENTER FOR EXPERIMENTAL THERAPEUTICS, A CRITICAL RESEARCH COLLABORATIVE WITH THE MISSION OF HASTENING THE TIME IT TAKES TO GET NEW, MORE EFFECTIVE AND LESS TOXIC THERAPIES TO CANCER PATIENTS. SPECIFICALLY, WE SUPPORT THE REVOLUTIONARY WORK OF THE HELLER LAB, LED BY DANIEL HELLER, PHD, WHICH IS FOCUSED ON UTILIZING NANOMEDICINE TO SOLVE THE PARADOX OF METASTATIC CANCER, WHICH ACCOUNTS FOR 90% OF CANCER DEATHS.
Expenses $500,000 · Grants $500,000
-
SAMFUND GRANTS - CANCER ISN'T FREE, ESPECIALLY IF YOU'RE A YOUNG ADULT JUST STARTING OUT YOUR LIFE. THAT IS WHY WE ARE PROUD TO PROVIDE FINANCIAL ASSISTANCE TO YOUNG ADULT CANCER SURVIVORS TO HELP WITH EVERYDAY LIVING EXPENSES, LIKE RENT, GROCERIES, AND MEDICAL BILLS. OUR SAMFUND GRANTS ACT AS A LIFELINE FOR YOUNG ADULTS WHO ARE EXTREMELY VULNERABLE TO THE FINANCIAL TOXICITY CAUSED BY A CANCER DIAGNOSIS.
Expenses $468,815 · Grants $468,815
-
OTHER CANCER RESEARCH ORGANIZATIONS
Expenses $410,429
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Frank StraussFRANK STRAUSS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Gary EnosGARY ENOS
VICE PRESIDENT/DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Stephen ClarkeSTEPHEN CLARKE
TREASURER/DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Christine GillCHRISTINE GILL
CLERK/DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Brandon AndersonBRANDON ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Sandy BoltonSANDY BOLTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Christine ChigounisCHRISTINE CHIGOUNIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michael CollinsMICHAEL COLLINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Robert EatonROBERT EATON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Margaret Flynn-MartinMARGARET FLYNN-MARTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Lex FriedmanLEX FRIEDMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kaela GibbonsKAELA GIBBONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer GottliebJENNIFER GOTTLIEB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Thom JonesTHOM JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mike KeenanMIKE KEENAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
John LunnyJOHN LUNNY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Steve MargolisSTEVE MARGOLIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
David MartocciDAVID MARTOCCI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michael McKeigueMICHAEL MCKEIGUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Todd MoyerTODD MOYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kristen PickensKRISTEN PICKENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Leah RitchieLEAH RITCHIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
David RosenDAVID ROSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Brian ShlisselBRIAN SHLISSEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Traci SimpsonTRACI SIMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mike SmallMIKE SMALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Amy FischerAMY FISCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Clint HarrisCLINT HARRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jane ManciniJANE MANCINI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Andy McFetridgeANDY MCFETRIDGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Sherry MorelandSHERRY MORELAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Marty SullivanMARTY SULLIVAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Frank HeaveyFRANK HEAVEY
EXECUTIVE DIRECTOR
- Total calculated
- $306,228
- From this org
- $285,000
- From related orgs
- $0
- Other
- $21,228
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $285,000
- Bonus
- $0
- Other
- $0
- Deferred
- $5,131
- Nontaxable benefits
- $16,097
- Filer's total
- $306,228
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$1,450,000
CHARITABLE FUNDING - CANCER RESEARCH
-
CHARITABLE FUNDING - CANCER RESEARCH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 October 2024
- IRS schema version
- 2022v5.0
- Source object
- 202402819349300120
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.