2024-11-14T13:50:28-06:00 2023-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2023-01-01 391554806 SOCIETY FOR IMMUNOTHERAPY OF CANCER INC SOCI 4142712456 555 E WELLS STREET 1100 MILWAUKEE WI 53202 PAMELA S OHASHI PHD SECRETARY/TREASURER 4142712456 2024-11-14 1 1 KATY L SOMMER P00273273 4142711451 2024-11-14 2023 2024-10-15 13:58:12Z LEISHA EMENS MD PHD 555 E WELLS STREET 1100 MILWAUKEE WI 53202 15263034 0 X WWW.SITCANCER.ORG X 1986 WI TO IMPROVE CANCER PATIENT OUTCOMES BY ADVANCING THE SCIENCE, DEVELOPMENT AND APPLICATION OF CANCER IMMUNOLOGY AND IMMUNOTHERAPY THROUGH OUR CORE VALUES OF INTERACTION/INTEGRATION, INNOVATION, TRANSLATION AND LEADERSHIP IN THE FIELD. SITC AIMS TO MAKE CANCER IMMUNOTHERAPY A STANDARD OF CARE AND THE WORD "CURE" A REALITY FOR CANCER PATIENTS EVERYWHERE. 13 13 0 36 91500 88999 4171964 3448837 12615726 11184715 192881 366609 262195 211402 17242766 15211563 692244 750180 0 0 18000 14750 0 0 79570 13534576 14519441 14244820 15284371 2997946 -72808 24306761 22459068 3906544 1454218 20400217 21004850 X TO IMPROVE CANCER PATIENT OUTCOMES BY ADVANCING THE SCIENCE, DEVELOPMENT AND APPLICATION OF CANCER IMMUNOLOGY AND IMMUNOTHERAPY THROUGH OUR CORE VALUES OF INTERACTION/INTEGRATION, INNOVATION, TRANSLATION AND LEADERSHIP IN THE FIELD. SITC AIMS TO MAKE CANCER IMMUNOTHERAPY A STANDARD OF CARE AND THE WORD "CURE" A REALITY FOR CANCER PATIENTS EVERYWHERE. 0 0 7826434 7652262 THE SOCIETY FOR IMMUNOTHERAPY OF CANCER'S (SITC) 38TH ANNUAL MEETING & PRE-CONFERENCE PROGRAMS (SITC 2023) PROVIDED A MULTIDISCIPLINARY EDUCATIONAL AND INTERACTIVE ENVIRONMENT FOCUSED ON IMPROVING THE OUTCOME FOR CURRENT AND FUTURE PATIENTS WITH CANCER BY INCORPORATING STRATEGIES BASED ON BASIC AND APPLIED CANCER IMMUNOTHERAPY. THE ANNUAL MEETING CONSISTED OF CUTTING-EDGE RESEARCH PRESENTATIONS BY EXPERTS IN THE FIELD, ORAL AND POSTER ABSTRACT PRESENTATIONS AND AMPLE OPPORTUNITY FOR STRUCTURED AND INFORMAL DISCUSSIONS, INCLUDING IMPORTANT NETWORKING OPPORTUNITIES. IN ADDITION, THE MEETING INCLUDES UPDATES ON MAJOR NATIONAL AND INTERNATIONAL INITIATIVES COMING FROM ACADEMIA, GOVERNMENT AND INDUSTRY, AS WELL AS IMPORTANT SOCIETY PROJECTS. 716000 716000 0 SITC'S FORWARD FUND IS AN INITIATIVE ESTABLISHED BY SITC IN 2012 TO STIMULATE THE FUTURE OF THE SCIENCE, DEVELOPMENT AND APPLICATION OF CANCER IMMUNOLOGY AND IMMUNOTHERAPY THROUGH FINANCIALLY SUPPORTING ITS EDUCATION AND RESEARCH. SINCE INCEPTION, THE FORWARD FUND HAS AWARDED MORE THAN $5 MILLION TOWARD PROGRAMS, GRANTS AND INITIATIVES THAT SUPPORT EARLY CAREER SCIENTISTS THROUGH RESEARCH AND EDUCATION. FROM THE GENEROSITY OF OUR DONORS, HUNDREDS OF EARLY CAREER SCIENTISTS' CAREERS HAVE BEEN SHAPED BY THE FORWARD FUND. BY PROVIDING FELLOWSHIPS, YOUNG INVESTIGATOR AWARDS AND THE ONE-OF-A-KIND SITC SPARKATHON, SITC IS INSPIRING THE NEXT GENERATION, ADVANCING THE SCIENCE AND TACKLING THE HURDLES FACING THE FIELD. 984497 103230 THE ADVANCES IN CANCER IMMUNOTHERAPY (ACI) SERIES HOSTED FIFTEEN CME-, CNE- AND CPE-CERTIFIED PROGRAMS IN 2023. SIX OF THE PROGRAMS WERE HELD IN PERSON AND STREAMED VIRTUALLY, AND NINE OF THE PROGRAMS WERE HELD VIRTUALLY ONLY. THE SERIES ALSO FEATURED EIGHT ONLINE INTERACTIVE COURSES AND FIVE SPECIALTY WEBINARS. THE SERIES WAS DESIGNED TO PROVIDE EDUCATION TO PATIENT CARE PROVIDERS AND OTHERS WHO WISH TO LEARN THE BASIC PRINCIPLES OF TUMOR IMMUNOLOGY AND IMMUNOTHERAPY, AND TO IMPROVE THEIR ABILITY TO INTEGRATE IMMUNOTHERAPY INTO STATE-OF-THE-ART CLINICAL MANAGEMENT FOR THEIR PATIENTS. THIS INTENDED AUDIENCE INCLUDED CLINICAL ONCOLOGISTS, REGISTERED NURSES, NURSE PRACTITIONERS, PHARMACISTS, EMERGENCY PHYSICIANS, ALLIED HEALTH PROFESSIONALS, OTHER PATIENT CARE PROVIDERS, STUDENTS AND PATIENT ADVOCATES. 3153291 3516913 WORKSHOP / CONNECTED / PRIMER / WIC/ INDUSTRY / WINTER / WIN / SPAKATHON PROGRAM / JOURNAL / COLLABORATIVE EDUCATION PROGRAMS / CIG / POLICY ACTIVITIES / SCIENTIFIC RESOURCES / CERTIFICATE PROGRAM / DIVERSITY, EQUITY AND INCLUSION / ENGINEERING AND IO / FAIO / OTHER PROGRAM SERVICES 688103 CIG PROGRAM - THE SITC CANCER IMMUNOTHERAPY GUIDELINES PROGRAM IS A COLLECTION OF CLINICAL PRACTICE GUIDELINES (CPGS) DEVELOPED BY MULTI-DISCIPLINARY PANELS OF EXPERTS WHO DRAW FROM THEIR OWN PRACTICAL EXPERIENCE AS WELL AS EVIDENCE IN THE PUBLISHED LITERATURE AND CLINICAL TRIAL DATA TO DEVELOP EVIDENCE- AND CONSENSUS-BASED RECOMMENDATIONS ON WHEN AND HOW TO USE IMMUNOTHERAPY TO HELP IMPROVE OUTCOMES FOR PATIENTS WITH CANCER. THESE CPGS OFFER A VITAL RESOURCE FOR THE PRACTICING ONCOLOGY COMMUNITY. SITC USES AS A MODEL THE INSTITUTE OF MEDICINE'S 2011 "STANDARDS FOR DEVELOPING TRUSTWORTHY CLINICAL PRACTICE GUIDELINES" TO ENSURE A FAIR, TRANSPARENT AND BALANCED PROCESS FOR CREATING THE CPGS. EACH CPG EXPERT PANEL IS COMPRISED OF A COMPREHENSIVE MIX OF ACADEMIC PHYSICIANS AND RESEARCHERS, NURSES, PATIENTS, AND PATIENT ADVOCATES INVITED FROM INSTITUTIONS ACROSS THE UNITED STATES. 3841394 3516913 13368325 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 113 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X EXECUTIVE DIRECTOR INC 4142766445 555 E WELLS ST SUITE 1100 MILWAUKEE WI 53202 LEISHA EMENS MD PHD PRESIDENT 5.00 X X 750 0 0 JAMES GULLEY MD PHD VICE PRESIDENT 5.00 X X 0 0 0 JEDD WOLCHOK MD PHD SECR/TREASURER 5.00 X X 0 0 0 PATRICK HWU MD IMM. PAST PRES. 5.00 X X 0 0 0 CHRISTIAN CAPITINI MD DIRECTOR 1.00 X 5000 0 0 ADEKUNLE ODUNSI MD PHD FRCOG FACO DIRECTOR 1.00 X 2500 0 0 ANN SILK MD MS DIRECTOR 1.00 X 3000 0 0 JULIE BRAHMER MD DIRECTOR 1.00 X 500 0 0 JENNIFER GUERRIERO PHD DIRECTOR 1.00 X 1000 0 0 JENNIFER WARGO MD MMSC DIRECTOR 1.00 X 2000 0 0 JASON LUKE MD PHD DIRECTOR 1.00 X 0 0 0 SARAH WARREN PHD DIRECTOR 1.00 X 0 0 0 TULIA BRUNO PHD DIRECTOR 1.00 X 0 0 0 14750 0 0 0 0 0 0 EXECUTIVE DIRECTOR INC 555 E WELLS ST STE 1100 MILWAUKEE WI 53202 MANAGEMENT 6371114 CORNERSTONE GOVERNMENT AFFAIRS INC 300 INDEPENDENCE AVE SE WASHINGTON DC 20003 CONSULTING 176000 2 3448837 3448837 ANNUAL MEETING 900099 7560761 7560761 MEMBERSHIP DUES & ASSESSMENTS 900099 1774705 1774705 PUBLISHER REVENUE 900099 431298 431298 WORKSHOP 900099 298496 298496 PRIMER 900099 295965 295965 823490 823490 11184715 366609 366609 1680 1680 75852 45320 30532 30532 3385 6151 -2766 -2766 ADVERTISING 541800 91500 91500 MISCELLANEOUS 900099 90456 90456 181956 15211563 11272405 91500 398821 660000 660000 7000 7000 83180 83180 14750 14750 6371114 5225020 1134094 12000 4088 4088 17250 17250 23539 23539 193285 193285 313446 250702 60800 1944 51478 12535 18998 19945 442541 297702 144839 573401 481449 91952 5992367 5807757 141548 43062 11180 7286 3894 BANK AND CC FEES 259646 225453 32324 1869 EXHIBITING 118353 28654 89699 MISCELLANEOUS 95017 47649 47368 MEMBERSHIP ACTIVITIES 27015 25903 362 750 25721 25721 15284371 13368325 1836476 79570 9541641 5615756 6520387 6637682 181000 435000 332055 202254 4483 2220 148639 415828 28836 28836 0 0 7578556 9133809 16519 24306761 22459068 2046074 146563 1860470 1307655 3906544 1454218 X 18294652 18096662 2105565 2908188 20400217 21004850 24306761 22459068 -72808 677441 0 X 0 1 X 1 0 X 5459051 4073183 5062145 4171964 3448837 22215180 8244959 2327126 8775539 12615726 11184714 43148064 13704010 6400309 13837684 16787690 14633551 65363244 5528750 2177500 2312500 2880500 999000 13898250 0 5528750 2177500 2312500 2880500 999000 13898250 51464994 160847 95837 178317 189695 366609 991305 160847 95837 178317 189695 366609 991305 79546 65266 157366 178088 91500 571766 5484 12139 12191 37582 90456 157852 13949887 6573551 14185558 17193055 15182116 67084167 0.76720 0.71680 0.01480 0.01130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2076283 810232 183288 838095 2231708 1690822 658661 273200 2076283 1840822 150000 1690822 1.00000 0 0 28836 28836 0 0 X 16062822 829478 45320 874798 15188024 23539 23539 15211563 15306152 45320 45320 15260832 23539 23539 15284371 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. HOWEVER, INCOME FROM CERTAIN ACTIVITIES (PRIMARILY ADVERTISING INCOME) NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2023, WAS $25,721. $42,240 OF ESTIMATED TAX PAYMENTS WERE MADE FOR THE YEAR ENDED DECEMBER 31, 2023. AN UNRELATED BUSINESS INCOME TAX DEPOSIT OF $16,519 WAS RECORDED AS OF DECEMBER 31, 2023. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES INCLUDED IN REVENUE 45,320. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES INCLUDED IN REVENUE 45,320. 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 21 PROGRAM SERVICES JOURNAL EDITORIAL SERVICES & HONORARIUMS 28680 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES HONORARIUMS 500 NORTH AMERICA 0 4 PROGRAM SERVICES HONORARIUMS 2250 NORTH AMERICA 0 1 PROGRAM SERVICES FELLOWSHIP AWARD 50000 SOUTH AMERICA 0 1 PROGRAM SERVICES HONORARIUMS 500 SOUTH ASIA 0 2 PROGRAM SERVICES HONORARIUMS 1250 0 30 0 0 0 30 83180 0 83180 NORTH AMERICA FELLOWSHIP AWARD 50000 WIRE TRANSFER 0 FMV 1 0 0 0 0 0 0 BUDDY GUY'S FUNDRAISING 75852 75852 45320 75852 75852 45320 45320 30532 1 UNIVERSITY OF FLORIDA 1200 NEWELL DR ARB RG-183B GAINESVILLE FL 32610 596002052 501(C)(3) 50000 0 FMV FELLOWSHIP AWARD WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY 575 LEXINGTON AVENUE 9TH FLOOR NEW YORK NY 10022 131623978 501(C)(3) 25000 0 FMV FELLOWSHIP AWARD UNIVERSITY OF UTAH 201 S PRESIDENTS CIRCLE RM 406 PARK BUILDING SALT LAKE CITY UT 84112 876000525 501(C)(3) 25000 0 FMV FELLOWSHIP AWARD MASSACHUSETTS GENERAL HOSPITAL PO BOX 414876 BOSTON MA 02241 042697983 501(C)(3) 170000 0 FMV FELLOWSHIP AWARD YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 06508 060646973 501(C)(3) 20000 0 FMV FELLOWSHIP AWARD STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERS PO BOX 884253 LOS ANGELES CA 900884253 941156365 501(C)(3) 150000 0 FMV FELLOWSHIP AWARD FRED HUTCHINSON CANCER RESEARCH CENTER 1100 FAIRVIEW AVE N B-2123 SEATTLE WA 98109 237156071 501(C)(3) 100000 0 FMV FELLOWSHIP AWARD NATIONAL CANCER INSTITUTE 9000 ROCKVILLE PIKE BETHESDA MD 20892 522858115 501(C)(3) 50000 0 FMV FELLOWSHIP AWARD THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA OFFICE OF RESEARCH SERVICES 5TH FLOOR FRANKLIN BLDG 3451 WALNUT ST PHILADELPHIA PA 19104 231352685 501(C)(3) 20000 0 FMV FELLOWSHIP AWARD UNIVERSITY OF COLORADO DENVER PO BOX 910238 DENVER CO 802910238 846000555 501(C)(3) 50000 0 FMV FELLOWSHIP AWARD 10 PRESIDENTIAL AWARD 1 1000 FMV SMALLEY AWARD 1 5000 FMV JOURNAL AWARD 3 1000 FMV PART I, LINE 2: THE PRESIDENTIAL AWARD AND PRESIDENTIAL TRAVEL AWARDS ARE PRESENTED TO THE TOP FOUR SELECTED ABSTRACTS AUTHORED BY YOUNG INVESTIGATORS. THE JITC BEST PAPER AWARDS ARE PRESENTED TO THE BEST PAPER AUTHORS SUBMITTED IN THE CLINICAL/TRANSLATIONAL AND BASIC SCIENCE CATEGORIES. THE SITC ABSTRACT TRAVEL AWARDS ARE PRESENTED TO THE TOP SCORING ABSTRACTS FROM YOUNG INVESTIGATORS. THE AWARDS ARE PRESENTED DURING THE ANNUAL MEETING AND THE TRAVEL AWARDS RECIPIENTS ARE REIMBURSED FOR THEIR TRAVEL EXPENSES AFTER QUALIFYING RECEIPTS ARE SUBMITTED UP TO THE PRE-DETERMINED AWARD LIMIT. JUDGING OF THE ABSTRACT PRESENTATIONS AND AWARDS ARE DONE BY A COMMITTEE OF SITC LEADERSHIP. FOR WINTER SCHOOL TRAVEL AWARDS, STAFF COLLECTS REIMBURSEMENT FORMS LISTING ALL EXPENSES AND QUALIFYING RECEIPTS FOR ALL EXPENSES INCURRED AFTER THE MEETING. FELLOWSHIP RECIPIENTS PROVIDE A MIDWAY AND FINAL REPORT THAT INCLUDES THEIR PROGRESS ON THE FUNDED PROJECT AND THE DISTRIBUTION OF THE AWARDED FUNDS TO DATE. THE MIDWAY REPORT MUST BE APPROVED BY THE EXECUTIVE COMMITTEE BEFORE THE SECOND HALF OF THE AWARDED FUNDS ARE DISPERSED. THE FINAL REPORT IS REVIEWED BY BOTH THE AWARDS REVIEW COMMITTEE AND THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - SITC IS IN CONTRACT WITH EXECUTIVE DIRECTOR, INC., AN ASSOCIATION MANAGEMENT COMPANY. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - THE SOCIETY CONSISTS OF NINE CLASSES OF MEMBERSHIP: REGULAR, EMERITUS, AFFILIATE, STUDENT AND SCIENTIST-IN-TRAINING, ALLIED HEALTH, NURSE AND ADVANCED PRACTICE PROVIDER, PATIENT AND PATIENT ADVOCATE, PHARMACIST AND CORPORATE. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - REGULAR AND EMERITUS MEMBERS IN GOOD STANDING ARE ENTITLED TO VOTE ON THE ELECTION OF THE OFFICERS-DIRECTORS OF THE SOCIETY. VOTING TAKES PLACE EACH YEAR AT THE ANNUAL SCIENTIFIC AND BUSINESS MEETING UNLESS PREVIOUSLY HELD BY WRITTEN BALLOT. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - ONLY REGULAR AND EMERITUS MEMBERS IN GOOD STANDING ARE ENTITLED TO VOTE ON ALL MATTERS TO BE VOTED ON BY MEMBERS OF THE SOCIETY. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FORM 990 AND ALL APPLICABLE SCHEDULES ARE DISTRIBUTED TO THE FINANCE COMMITTEE FOR REVIEW AND DISCUSSION. THE FINANCE COMMITTEE RECOMMENDS THE BOARD TO APPROVE THE FORM 990. ONCE APPROVED, THE 990 TAX FORM IS SIGNED BY A SELECTED OFFICER AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS, EXECUTIVE COUNCIL, AND COMMITTEE CHAIRS ARE COVERED UNDER THE POLICY. ANY POSSIBLE CONFLICTS OF INTEREST DISCLOSED ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND ARE BROUGHT FORWARD TO THE BOARD OF DIRECTORS FOR FURTHER INVESTIGATION, REVIEW AND DETERMINATION OF THE APPROPRIATE DISCIPLINARY ACTIONS. POSSIBLE CONFLICTS DISCLOSED BEFORE A MEETING ARE REVIEWED BY THE PRESIDENT, PRESIDING OFFICER OR COMMITTEE CHAIR PERSON TO DETERMINE WHETHER OR NOT THE CONFLICT IS INAPPROPRIATE FOR THE MEMBER TO CONTRIBUTE TO THE CONVERSATION. THE RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT ARE WITHDRAWAL FROM DISCUSSION AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 SITC DOES NOT COMPENSATE ANY OF ITS OFFICERS OR BOARD MEMBERS. THE SOCIETY ALSO DOES NOT HAVE ANYONE THAT FITS THE DEFINITION OF A KEY EMPLOYEE. SITC IS MANAGED BY EXECUTIVE DIRECTOR, INC., A FOR-PROFIT MANAGEMENT COMPANY. SITC HAS NO OFFICIAL EMPLOYEES BECAUSE ALL STAFF ASSIGNED TO SITC ARE EMPLOYEES OF THE MANAGEMENT COMPANY. SITC DOES NOT COMPENSATE ANY OF ITS OFFICERS OR BOARD MEMBERS. THE SOCIETY ALSO DOES NOT HAVE ANYONE THAT FITS THE DEFINITION OF A KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 SITC MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. REQUEST SHOULD BE MADE TO THE SITC OFFICE AND DOCUMENTS ARE PROVIDED WITHIN A REASONABLE TIMEFRAME VIA MAIL OR E-MAIL. THE BYLAWS CAN ALSO BE FOUND ON THE SITC WEBSITE.