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Nonprofiteer
← LUNGEVITY FOUNDATION

Form 990 for tax year 2022

Filed by LUNGEVITY FOUNDATION.

Totals

Total revenue
$14,391,489
Total expenses
$18,403,410
Contributions and grants received
$14,661,126
Grants paid
$4,650,172
Program service revenue
$0
Investment income
$2,569
Other revenue
-$272,206
Total assets, end of year
$8,760,023
Total liabilities, end of year
$1,078,734
Net assets or fund balances, end of year
$7,681,289
Program services expenses (Part IX)
$16,014,114
Management and general expenses
$931,101
Fundraising expenses
$1,458,195
Program service expenses (Part III)
$16,014,114

Program services were 87.0% 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.

  • 1c · Fundraising events

    $2,096,277

  • 1f · All other contributions, gifts and grants

    $12,564,849

  • 1g · Noncash contributions included above

    $130,243

  • 3 · Investment income

    total $2,116 · excluded $2,116

  • 7a · Gross sales of assets other than inventory

    securities $112,994

  • 7b · Less cost or other basis and sales expenses

    securities $112,541

  • 7c · Gain or loss

    securities $453

  • 7d · Net gain or loss

    total $453 · excluded $453

  • 8a · Fundraising events: gross income

    $94,826

  • 8a · Fundraising events: contributions included on line 1c

    $2,096,277

  • 8b · Fundraising events: direct expenses

    $367,032

  • 8c · Net income from fundraising events

    total -$272,206 · excluded -$272,206

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $4,650,172 · program services $4,650,172

  • 5 · Compensation of officers, directors and key employees

    total $1,047,557 · program services $723,680 · management and general $248,502 · fundraising $75,375

  • 7 · Other salaries and wages

    total $4,910,352 · program services $3,574,263 · management and general $457,191 · fundraising $878,898

  • 8 · Pension plan contributions

    total $183,241 · program services $135,428 · management and general $13,826 · fundraising $33,987

  • 9 · Other employee benefits

    total $766,677 · program services $559,038 · management and general $74,947 · fundraising $132,692

  • 10 · Payroll taxes

    total $425,904 · program services $307,808 · management and general $48,983 · fundraising $69,113

  • 11b · Fees: legal

    total $36,834 · program services $30,131 · management and general $2,780 · fundraising $3,923

  • 11c · Fees: accounting

    total $39,362 · program services $28,448 · management and general $4,527 · fundraising $6,387

  • 11f · Fees: investment management

    total $452 · management and general $452

  • 11g · Fees: other

    total $2,589,155 · program services $2,562,963 · management and general $7,818 · fundraising $18,374

  • 12 · Advertising and promotion

    total $1,659,188 · program services $1,650,129 · fundraising $9,059

  • 13 · Office expenses

    total $422,581 · program services $343,081 · management and general $31,022 · fundraising $48,478

  • 14 · Information technology

    total $114,766 · program services $47,230 · fundraising $67,536

  • 16 · Occupancy

    total $276,277 · program services $204,520 · management and general $29,763 · fundraising $41,994

  • 17 · Travel

    total $232,173 · program services $212,759 · management and general $4,468 · fundraising $14,946

  • 19 · Conferences, conventions and meetings

    total $1,010,961 · program services $957,175 · management and general $2,480 · fundraising $51,306

  • 22 · Depreciation, depletion and amortization

    total $10,463 · program services $7,562 · management and general $1,203 · fundraising $1,698

  • 23 · Insurance

    total $27,295 · program services $19,727 · management and general $3,139 · fundraising $4,429

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,852,306 · end of year $2,107,570

  • 2 · Savings and temporary cash investments

    beginning of year $7,489,920 · end of year $3,140,478

  • 3 · Pledges and grants receivable

    beginning of year $791,579 · end of year $1,881,879

  • 4 · Accounts receivable

    beginning of year $1,496,594 · end of year $606,803

  • 9 · Prepaid expenses and deferred charges

    beginning of year $409,484 · end of year $453,402

  • 10a · Land, buildings and equipment: cost or other basis

    $113,511

  • 10b · Land, buildings and equipment: accumulated depreciation

    $97,938

  • 10c · Land, buildings and equipment, net

    beginning of year $26,037 · end of year $15,573

  • 15 · Other assets

    beginning of year $16,133 · end of year $554,318

  • 17 · Accounts payable and accrued expenses

    beginning of year $371,796 · end of year $527,649

  • 25 · Other liabilities

    beginning of year $17,047 · end of year $551,085

  • 27 · Net assets without donor restrictions

    beginning of year $4,800,497 · end of year $3,537,778

  • 28 · Net assets with donor restrictions

    beginning of year $6,892,713 · end of year $4,143,511

Mission and programs · 2022

Mission

LUNGEVITY'S VISION IS A WORLD WHERE NO ONE DIES OF LUNG CANCER. LUNGEVITY FOUNDATION IS FIRMLY COMMITTED TO MAKING AN IMMEDIATE IMPACT ON INCREASING QUALITY-OF-LIFE AND SURVIVORSHIP OF PEOPLE WITH LUNG CANCER BY ACCELERATING RESEARCH INTO EARLY DETECTION AND MORE EFFECTIVE TREATMENTS, AS WELL AS PROVIDING COMMUNITY, SUPPORT AND EDUCATION FOR ALL THOSE AFFECTED BY THE DISEASE. BY KEEPING PATIENTS AT THE CENTER OF ALL WE DO, WE ARE TRANSFORMING LUNG CANCER AND MAKING PROGRESS EVERY SINGLE DAY.LUNGEVITY MOVES FORWARD FIRMLY RESOLVED TO PROVIDE THE ENERGY, INSPIRATION, AND RESOURCES THAT ARE CRITICAL TO MAKING LUNG CANCER A NATIONAL PRIORITY. LUNGEVITY IS A RESPONSIBLE STEWARD OF YOUR DONATION, SPENDING IT TO ACHIEVE OUR GOAL TO STOP LUNG CANCER NOW.

Activities or mission (Part I)

LUNGEVITY FOUNDATION IS FIRMLY COMMITTED TO MAKING AN IMMEDIATE IMPACT ON INCREASING QUALITY-OF-LIFE AND SURVIVORSHIP OF PEOPLE WITH LUNG CANCER BY ACCELERATING RESEARCH INTO EARLY DETECTION AND MORE EFFECTIVE TREATMENTS, AS WELL AS PROVIDING COMMUNITY, SUPPORT AND EDUCATION FOR ALL THOSE AFFECTED BY THE DISEASE.

  • RESEARCH SERVICES - FUNDING CLINICAL RESEARCH AWARDS IN LUNG CANCER TO BRING ADVANCES IN CLINICAL RESEARCH MORE RAPIDLY TO PATIENT CARE.

    Expenses $6,284,810 · Grants $4,463,172

  • PATIENT AND PUBLIC EDUCATION - CREATES, UPDATES AND MAINTAINS A COLLECTION OF EDUCATIONAL TOOLS AND MATERIALS FOR PATIENTS, CAREGIVERS, AND HEALTHCARE PROFESSIONALS.

    Expenses $5,584,334

  • IMPROVING ACCESS TO CARE - WORKS TO IMPROVE ACCESS TO LIFE-SAVING CARE IN UNDERSERVED COMMUNITIES THROUGH VARIOUS INITIATIVES, INCLUDING EFFORTS TO STREAMLINE THE CLINICAL TRIAL PROCESS AND MAKE IT MORE ACCESSIBLE TO PATIENTS, AND ENSURING BIOMARKER TESTING IS AVAILABLE TO ALL PATIENTS DIAGNOSED WITH NON-SMALL CELL LUNG CANCER.

    Expenses $2,770,140 · Grants $187,000

  • SUPPORT SERVICES - OFFERS THE LARGEST ONLINE NETWORK OF SUPPORT AND IN-PERSON SURVIVORSHIP PROGRAMS FOR ALL PEOPLE AFFECTED BY LUNG CANCER, INCLUDING MESSAGE BOARDS, PEER-TO-PEER SUPPORT MATCHING SERVICE, AND NATIONAL SURVIVOR SUMMITS.

    Expenses $1,374,830

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ANDREA STERN FERRIS

    PRESIDENT & CEO

    Total calculated
    $278,488
    From this org
    $244,371
    From related orgs
    $0
    Other
    $34,117
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,371
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $34,117
    Filer's total
    $278,488

  • ALEX STERN

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • NICHELLE STIGGER

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • TOM GALLI

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • LYNNE DOUGHTIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BJ JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JENNIFER KASHATUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL KOLODZIEJ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL MARQUIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANDRE OWENS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL PARISI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DR CHARLES RUDIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANDREW STERN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PAUL G STERN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ROBERT WINN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BARBARA NETTER

    COO & CFO - TERM

    Total calculated
    $243,460
    From this org
    $206,688
    From related orgs
    $0
    Other
    $36,772
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,688
    Bonus
    $0
    Other
    $0
    Deferred
    $13,097
    Nontaxable benefits
    $23,675
    Filer's total
    $243,460

  • REBECCA BULL

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $205,342
    From this org
    $173,410
    From related orgs
    $0
    Other
    $31,932
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,410
    Bonus
    $0
    Other
    $0
    Deferred
    $10,006
    Nontaxable benefits
    $21,926
    Filer's total
    $205,342

  • WENDY KLEIN

    CHIEF STRATEGY OFFICER

    Total calculated
    $201,040
    From this org
    $179,039
    From related orgs
    $0
    Other
    $22,001
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,039
    Bonus
    $0
    Other
    $0
    Deferred
    $10,767
    Nontaxable benefits
    $11,234
    Filer's total
    $201,040

  • LINDA WENGER

    CHIEF MARKETING OFFICER

    Total calculated
    $200,828
    From this org
    $178,497
    From related orgs
    $0
    Other
    $22,331
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,497
    Bonus
    $0
    Other
    $0
    Deferred
    $10,456
    Nontaxable benefits
    $11,875
    Filer's total
    $200,828

  • UPAL BASU ROY

    EXECUTIVE DIRECTOR OF RESEARCH

    Total calculated
    $233,167
    From this org
    $208,612
    From related orgs
    $0
    Other
    $24,555
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,612
    Bonus
    $0
    Other
    $0
    Deferred
    $12,680
    Nontaxable benefits
    $11,875
    Filer's total
    $233,167

  • NICOLE MARTIN

    DIR OF PRECISION MEDICINE

    Total calculated
    $195,241
    From this org
    $162,565
    From related orgs
    $0
    Other
    $32,676
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,565
    Bonus
    $0
    Other
    $0
    Deferred
    $9,001
    Nontaxable benefits
    $23,675
    Filer's total
    $195,241

  • CAROL PERLINE

    VP OF PHILANTHROPY

    Total calculated
    $157,481
    From this org
    $117,345
    From related orgs
    $0
    Other
    $40,136
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $117,345
    Bonus
    $0
    Other
    $0
    Deferred
    $6,019
    Nontaxable benefits
    $34,117
    Filer's total
    $157,481

  • MERIAM DRISS

    VP OF STRATEGIC PSHPS

    Total calculated
    $164,148
    From this org
    $127,371
    From related orgs
    $0
    Other
    $36,777
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,371
    Bonus
    $0
    Other
    $0
    Deferred
    $2,660
    Nontaxable benefits
    $34,117
    Filer's total
    $164,148

  • AMY MOORE

    VP GLOBAL ENGAGEMENT & PATIENT PSHPS

    Total calculated
    $179,039
    From this org
    $179,039
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,039
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $179,039

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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

The filer's explanations (Part III)

PART I, LINE 3
THE FINANCE AND GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS OF THE LUNGEVITY FOUNDATION DETERMINED THE COMPENSATION OF THE PRESIDENT / CEO. AT THE TIME, THE COMPENSATION WAS SET, THE MEMBERS OF THE COMMITTEES WERE FREE OF CONFLICTS OF INTEREST AND THE MEMBERS CONSISTED OF ACCOMPLISHED BUSINESS LEADERS WHO WERE CAPABLE OF DETERMINING COMPENSATION FOR A SENIOR ORGANIZATION OFFICIAL. THEY USE A NUMBER OF FACTORS IN ORDER TO DETERMINE COMPENSATION, INCLUDING (1)THEIR UNDERSTANDING OF RELEVANT COMPENSATION PROGRAMS IN BOTH THE FOR-PROFIT AND NONPROFIT SECTORS, (2) COMPENSATION SURVEYS FOR NONPROFIT EXECUTIVES MANAGING SIMILAR SIZED ORGANIZATION PROVIDED BY INDUSTRY EMPLOYMENT AND BENEFITS CONSULTANTS AND (3) EVALUATION AND PERFORMANCE METRICS TO JUDGE THE PERFORMANCE OF THE FOUNDATION.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
17 April 2024
IRS schema version
2022v5.0
Source object
202401219349300045

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