2024-10-30T11:23:31+00:00 2024-06-30 440160260 Forvis Mazars LLP 135 West 50th Street New York NY 10020 990 2023-07-01 330841281 PANCREATIC CANCER ACTION NETWORK INC PANC 3107250025 2101 Rosencrans Avenue 3200 El Segundo CA 90245 Julie Fleshman President & CEO 3107250025 2024-10-30 true true Aaron Shapiro P01333816 2128127000 2024-10-30 2023 2024-10-15 13:58:12Z X JULIE FLESHMAN 2101 Rosencrans Avenue 3200 El Segundo CA 90245 79352173 false X WWW.PANCAN.ORG X 1999 CA TO ADVANCE RESEARCH, SUPPORT PATIENTS, AND CREATE HOPE FOR PEOPLE WHO HAVE PANCREATIC CANCER. 16 15 205 3222 0 0 65007979 39686375 16312934 8510939 -381186 2184295 -3379310 -3300071 77560417 47081538 6479366 125000 0 27153984 27626013 1167832 6679797 36080342 31624085 69713692 60542930 7846725 -13461392 80600372 56273833 31779936 21060860 48820436 35212973 X OUR MISSION IS TO TAKE BOLD ACTION TO IMPROVE THE LIVES OF EVERYONE IMPACTED BY PANCREATIC CANCER BY ADVANCING SCIENTIFIC RESEARCH, BUILDING COMMUNITY, SHARING KNOWLEDGE, AND ADVOCATING FOR PATIENTS. false false 27231139 125000 8510939 RESEARCH & SCIENTIFIC AFFAIRS - PANCAN FUNDS GROUNDBREAKING RESEARCH INITIATIVES THAT WILL TRANSFORM THE WAY PANCREATIC CANCER IS DETECTED AND TREATED. WE FUND RESEARCH GRANTS TO INDIVIDUAL INVESTIGATORS AND LARGE-SCALE, MULTI-INSTITUTIONAL CLINICAL PROJECTS THAT ARE FOCUSED ON ADVANCING NEW TREATMENTS AND EARLY DETECTION FOR PANCREATIC CANCER. WE INVESTED A RECORD $27.3 MILLION IN RESEARCH & SCIENTIFIC AFFAIRS IN FISCAL YEAR 2024.OUR RESEARCH FUNDING SUPPORTED IMPORTANT RESEARCH PROJECTS AT INSTITUTIONS ACROSS THE COUNTRY, AND PANCAN'S PRECISION PROMISE ADAPTIVE CLINICAL TRIAL, EARLY DETECTION INITIATIVE, KNOW YOUR TUMOR PRECISION MEDICINE SERVICE, AND PATIENT REGISTRY. SINCE 2003 PANCAN HAS AWARDED 237 RESEARCH GRANTS TO 217 SCIENTISTS AT 78 INSTITUTIONS. PANCAN'S CUMULATIVE RESEARCH INVESTMENT IS NOW MORE THAN $235 MILLION, MAKING A SIGNIFICANT IMPACT ON THE DIAGNOSIS, TREATMENT AND CARE OF TODAY'S PATIENTS AND THOSE WHO WILL BE DIAGNOSED IN THE FUTURE. 7937565 COMMUNITY ENGAGEMENT - NEARLY 60 VOLUNTEER-LED AFFILIATES WITH MORE THAN 3,220 VOLUNTEERS RAISE AWARENESS OF PANCAN AND THE DISEASE AND EDUCATE THEIR COMMUNITIES ABOUT PANCREATIC CANCER. VOLUNTEERS HOSTED NEARLY 60 PURPLESTRIDE EVENTS ACROSS THE COUNTRY THIS YEAR, WITH 62,525 PARTICIPANTS REGISTERED SUPPORTING SURVIVORS, FAMILIES AND FRIENDS, AS WELL AS PROVIDING EDUCATIONAL INFORMATION AT THE EVENTS. PURPLESTRIDE PARTICIPANTS RAISED MORE THAN $16 MILLION IN FISCAL YEAR 2024. WE ARE ALSO A FOUNDING MEMBER OF THE WORLD PANCREATIC CANCER COALITION, COMPOSED OF MORE THAN 100 PANCREATIC CANCER PATIENT ADVOCACY GROUPS FROM MORE THAN 30 COUNTRIES AND SIX CONTINENTS. THE COALITION HAS AN ONGOING COMMITMENT TO CONTINUING EDUCATION FOR ITS MEMBERS AND HOSTS WORLD PANCREATIC CANCER DAY EVERY NOVEMBER TO RAISE GLOBAL AWARENESS OF THE DISEASE. 4788744 PATIENT SERVICES - PROVIDES FREE, PERSONALIZED INFORMATION AND RESOURCES ABOUT PANCREATIC CANCER, TREATMENT OPTIONS, CLINICAL TRIALS, DIET AND NUTRITION, SPECIALISTS AND SUPPORT RESOURCES TO HELP PATIENTS, CAREGIVERS AND HEALTHCARE PROVIDERS. WE HAVE THE LARGEST, MOST UP-TO-DATE CLINICAL TRIALS DATABASE IN THE COUNTRY AND PROVIDE CONSTITUTENTS WITH PERSONALIZED SEARCHES SO THAT THEY UNDERSTAND ALL OF THEIR TREATMENT OPTIONS. OUR EXPERT PATIENT SERVICES CASE MANAGERS SHARE MORE RESOURCES AND SPEAK WITH MORE PANCREATIC CANCER PATIENTS THAN ANY OTHER ORGANIZATION IN THE WORLD. LAST YEAR ALONE, WE HAD NEARLY 70,000 INTERACTIONS WITH PATIENTS WITH PANCREATIC CANCER, THEIR FAMILIES, CAREGIVERS AND HEALTHCARE PROFFESSIONALS. 1136745 GOVERNMENT AFFAIRS AND ADVOCACY - WE DRIVE LEGISLATIVE SUPPORT FOR INCREASED FEDERAL RESEARCH FUNDING FOR PANCREATIC CANCER. OUR GRASSROOTS ADVOCACY EFFORTS LED TO THE PASSAGE OF THE RECALCITRANT CANCER RESEARCH ACT, INCREASED RESEARCH DOLLARS FOR PANCREATIC CANCER AT THE NATIONAL CANCER INSTITUTE, AND LED TO A NEW PANCREATIC CANCER RESEARCH PROGRAM AT THE DEPARTMENT OF DEFENSE. SINCE OUR FOUNDING, FEDERAL RESEARCH FUNDING FOR PANCREATIC CANCER HAS INCREASED BY 1075 PERCENT AND CONTINUES TO INCREASE EACH YEAR DUE TO OUR EFFORTS. 1136745 41094193 true true false true false false false false false true false false false true true true false false false false false false true true false false true false true false false false false false false false false true false false false false false false false false true 89 0 false 205 true false false false false false false false false false false false false X 16 15 false false false false false false false true true false true true true true true true true true true true false CA CO CT DE DC FL GA AL HI ID IL IN IA KS KY LA ME AK MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA AZ RI SC SD TN TX UT VT VA AR WA WV WI WY X X SUZANNE NEUMAN 3107250025 2101 Rosencrans Avenue Suite 3200 El Segundo CA 90245 JULIE FLESHMAN PRESIDENT & CEO/DIRECTOR 50.0 X X 688005 0 91501 Karen Young CPA VICE CHAIRMAN 2.0 X X 0 0 0 Michael AG Korengold CHAIRMAN 2.0 X X 0 0 0 BARBARA J KENNER PHD BOARD MEMBER 2.0 X 0 0 0 CRAIG A ROGERSON BOARD MEMBER 2.0 X 0 0 0 DENNIS CRONIN BOARD MEMBER 2.0 X 0 0 0 Eric Park Board Member 2.0 X 0 0 0 JASON KUHN BOARD MEMBER (through 11/23) 2.0 X 0 0 0 Jay Backstrom Board Member 2.0 X 0 0 0 KARYN A TEMPLE BOARD MEMBER 2.0 X 0 0 0 LINDA AMUSO BOARD MEMBER 2.0 X 0 0 0 LISA KULOK BOARD MEMBER 2.0 X 0 0 0 Mace Rothenberg MD Board Member 2.0 X 0 0 0 NANCY STAGLIANO PHD BOARD MEMBER 2.0 X 0 0 0 PETER CASHION BOARD MEMBER 2.0 X 0 0 0 Rich Hume Board Member 2.0 X 0 0 0 ROD WILLIAMS MBA BOARD MEMBER 2.0 X 0 0 0 ANAT KENDAL CHIEF FINANCIAL & Business Operations Officer 50.0 X 347118 0 80133 EDWINA MOSSETT CHIEF PEOPLE OFFICER 50.0 X 334103 0 48169 LYNN MATRISIAN CHIEF SCIENCE OFFICER 50.0 X 355887 0 76499 SUDHEER DOSS CHIEF BUSINESS OFFICER 50.0 X 386656 0 55462 Carrie Howland VP of Clinical Operations (through 1/24) 50.0 X 280307 0 66017 Jay Kaminiski Senior VP & GM, Precision Promise (through 1/24) 50.0 X 404533 0 40759 JODI LIPE CHIEF MARKETING AND COMMUNICATION (through 6/24) 50.0 X 325181 0 53938 LISA GRAY SENIOR VICE PRESIDENT, DEVELOPMENT ( through 6/24) 50.0 X 297700 0 57935 Sarah Dow VP of National Leadership Giving 50.0 X 270069 0 50538 3689559 0 620951 75 true true false MEDIA STORM LLC PO BOX 6411 BRATTLEBORO VT 05302 ADVERTISING 1528132 BERRY CONSULTANTS LLC 3345 BEE CAVES RD SUITE 201 AUSTIN TX 78746 CONSULTING SERVICES 338298 OGOR CONSULTING LLC 2 Harber Drive Glen Gardner NJ 08826 COMPLIANCE CONSULTING 307401 JONES DAY 3161 MICHELSON DRIVE SUITE 800 IRVINE CA 92612 LEGAL SERVICES 301950 3ELMS LLC 2720 ASPEN RIDGE DR ANN ARBOR MI 48103 LIFE SCIENCE CONSULTING 166682 12 16758660 22927715 427338 39686375 CLINICAL RESEARCH CONTRACTS 541700 8510939 8510939 0 0 0 0 8510939 1040995 1040995 0 0 30065485 28922185 1143300 0 1143300 1143300 0 16758660 3320870 -3320870 -3320870 45599 27580 18019 18019 Other 900099 2780 2780 0 0 0 0 2780 47081538 8510939 0 -1115776 X 125000 125000 2595865 1471138 678600 446127 20749200 11737370 5458138 3553692 852876 488100 215509 149267 1894360 1084141 478675 331544 1533712 877742 387545 268425 522485 522485 139815 139815 211478 211478 1167832 1167832 176309 176309 23661929 21578585 2069408 13936 1292424 1159432 86051 46941 340569 230102 63093 47374 1904645 520924 1117747 265974 660250 394266 159959 106025 387405 276363 80441 30601 558309 398281 115929 44099 190149 133376 33051 23722 444012 245853 198159 FINANCE & PROCESSING CHARGES 780374 780374 DONOR AND AFFILIATE ENGAGEMENT 353932 162042 7652 184238 0 0 0 0 60542930 41094193 12768940 6679797 5515743 7462455 2333795 318568 22972929 14002396 9244571 221168 0 0 0 0 30293 21439 3594841 2451294 6051063 5401548 333295 649515 33467132 30128192 0 0 3107773 1018806 80600372 56273833 14184544 11002996 13015778 7586327 1074901 1144084 0 0 3504713 1327453 31779936 21060860 24894185 16281408 23926251 18931565 48820436 35212973 80600372 56273833 -13461392 -146071 0 X false true X true false X 35529596 36292699 45222545 65007979 39686375 221739194 0 0 35529596 36292699 45222545 65007979 39686375 221739194 21110904 200628290 907982 697700 1176978 1368795 1040995 5192450 0 20400 0 0 0 2780 23180 226954824 42998385 0.8840 0.8787 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER, COLUMN A - 20400.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 2780.0, COLUMN F - 23180.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69496 141982 211478 48131423 48342901 1000000 0 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 268448 314265 252214 211478 1046405 250000 250000 250000 250000 1000000 1500000 109672 120132 105426 69496 404726 Schedule C, Part II-A PANCAN ENGAGES IN DEVELOPING REPORT LANGUAGE FOR APPROPRIATIONS BILLS; DEVELOPING ALERTS TO OUR MEMBERS REGARDING SPECIFIC LEGISLATION; PREPARING FOR AND ATTENDING VISITS ON CAPITAL HILL BY OUR MEMBERS AND THE PUBLIC DURING ADVOCACY DAYS BOTH IN PERSON AND VIRTUALLY; GIVING UNINVITED AND INVITED TESTIMONY OR WRITTEN RESPONSES DURING LEGISLATIVE HEARINGS; AND DEVELOPING GENERAL EDUCATION MESSAGES THROUGH MEDIA CAMPAIGNS THAT DO OR DO NOT INCLUDE A CALL FOR ACTION. 1378882 1180650 198232 1293483 877921 415562 3378698 3342977 35721 649515 Operating lease 1327453 1327453 X 46886946 -146071 127788 0 -18283 46905229 176309 0 176309 47081538 60494409 127788 0 127788 60366621 176309 0 176309 60542930 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X X X X true RKD Group 2701 N Dallas Parkway Ste 650 Plano TX 75093 General fundraising false 0 1278150 -1278150 0 1278150 -1278150 CA CO CT DE DC FL GA AL HI ID IL IN IA KS KY LA ME AK MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA AZ RI SC SD TN TX UT VT VA AR WA WV WI WY Purple Stride 16758660 16758660 0 350000 14500 38000 2918370 0 0 16758660 16758660 0 350000 14500 38000 2918370 3320870 -3320870 true Health Research Incorporated Roswell Park Cancer Institute Division lm and Carlton Streets Buffalo NY 142630001 141402155 125000 fund research 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE PANCREATIC CANCER ACTION NETWORK ADMINISTERS ITS RESEARCH GRANTS PROGRAM IN HOUSE. THE AMOUNT OF THE GRANTS AND ELIGIBILITY CRITERIA ARE DETERMINED BY THE ORGANIZATION'S SCIENTIFIC LEADERSHIP IN ADVANCE OF PUBLIC NOTIFICATION OF GRANT AVAILABILITY. GRANTS ARE SELECTED BY SCIENTIFIC REVIEW PERFORMED BY A PANEL OF PEER EXPERTS. ALL GRANT AMOUNTS, ELIGIBILITY CRITERIA, AND REVIEW PROCESSES ARE DOCUMENTED ANNUALLY IN THE INDIVIDUAL GRANT APPLICATION PROCEDURE DOCUMENTS. GRANT AMOUNTS, GRANT RESTRICTIONS (INCLUDING USE OF FUNDS) AND REPORTING PROCESSES ARE SPECIFIED IN THE GRANT AGREEMENT BETWEEN THE GRANTEE'S INSTITUTION AND THE ORGANIZATION. PROGRESS REPORTS ARE REQUIRED FOR ALL GRANTS AWARDED. THESE PROGRESS REPORTS ARE COLLECTED AND REVIEWED BY THE GRANTS ASSOCIATE DIRECTOR AND DOCUMENTED IN THE INDIVIDUAL GRANT POST AWARD FILES. PROGRESS REPORTS INCLUDE A DESCRIPTION OF THE RESEARCH WORK ACCOMPLISHED, FUNDS USED, LESSONS LEARNED AND OTHER OUTCOMES. FINAL REPORTS ARE DUE WITHIN TWO MONTHS OF THE COMPLETION OF THE GRANT PERIOD AND MUST ACCOUNT FOR THE ENTIRE GRANT AMOUNT. PROGRAM STAFF COMMUNICATE DIRECTLY WITH GRANT RECIPIENTS TO RESOLVE QUESTIONS OR DISCREPANCIES. THIS PROCESS IS DOCUMENTED IN THE GRANT AGREEMENT BETWEEN THE GRANTEE INSTITUTION AND THE ORGANIZATION. THE PANCREATIC CANCER ACTION NETWORK HAS ESTABLISHED OTHER GRANT AGREEMENTS TO FUND SCIENTIFIC INITIATIVES IN CLINICAL TRIALS RESEARCH AND EARLY DETECTION OF PANCREATIC CANCER. X X X X X X true true false true false false false false false JULIE FLESHMAN PRESIDENT & CEO/DIRECTOR 567485 0 98020 0 22500 0 35700 0 55801 0 779506 0 0 0 ANAT KENDAL CHIEF FINANCIAL & Business Operations Officer 305861 0 28600 0 12657 0 13200 0 66933 0 427251 0 0 0 SUDHEER DOSS CHIEF BUSINESS OFFICER 358056 0 28600 0 0 0 13200 0 42262 0 442118 0 0 0 LYNN MATRISIAN CHIEF SCIENCE OFFICER 304787 0 28600 0 22500 0 9327 0 67172 0 432386 0 0 0 EDWINA MOSSETT CHIEF PEOPLE OFFICER 302393 0 28600 0 3110 0 13200 0 34969 0 382272 0 0 0 Jay Kaminiski Senior VP & GM, Precision Promise (through 1/24) 375933 0 28600 0 0 0 5333 0 35426 0 445292 0 0 0 JODI LIPE CHIEF MARKETING AND COMMUNICATION (through 6/24) 296581 0 28600 0 0 0 13200 0 40738 0 379119 0 0 0 LISA GRAY SENIOR VICE PRESIDENT, DEVELOPMENT ( through 6/24) 276900 0 20800 0 0 0 10822 0 47113 0 355635 0 0 0 Carrie Howland VP of Clinical Operations (through 1/24) 258516 0 21791 0 0 0 11012 0 55005 0 346324 0 0 0 Sarah Dow VP of National Leadership Giving 257702 0 12367 0 0 0 10556 0 39982 0 320607 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING INDIVIDUAL PARTICIPATES IN A NON-QUALIFIED TAXABLE RETIREMENT PLAN OF THE ORGANIZATION. THE AMOUNT SHOWN REPRESENTS THE ORGANIZATION'S EMPLOYER CONTRIBUTION TO THE PLAN FOR THE YEAR ENDED JUNE 30, 2024: JULIE FLESHMAN $22,500 Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization THE PERFORMANCE INCENTIVE PLAN REWARDS OUR VALUED TEAM MEMBERS IF CERTAIN REVENUE GOALS ARE REACHED. X 52 425091 Market value X 12 2247 Cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - The organization is reporting the number of contributions. Food inventory - The organization is reporting the number of contributions Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,136,745 including grants of $) GOVERNMENT AFFAIRS AND ADVOCACY - WE DRIVE LEGISLATIVE SUPPORT FOR INCREASED FEDERAL RESEARCH FUNDING FOR PANCREATIC CANCER. OUR GRASSROOTS ADVOCACY EFFORTS LED TO THE PASSAGE OF THE RECALCITRANT CANCER RESEARCH ACT, INCREASED RESEARCH DOLLARS FOR PANCREATIC CANCER AT THE NATIONAL CANCER INSTITUTE, AND LED TO A NEW PANCREATIC CANCER RESEARCH PROGRAM AT THE DEPARTMENT OF DEFENSE. SINCE OUR FOUNDING, FEDERAL RESEARCH FUNDING FOR PANCREATIC CANCER HAS INCREASED BY 1075 PERCENT AND CONTINUES TO INCREASE EACH YEAR DUE TO OUR EFFORTS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE ORGANIZATION'S AUDIT AND INVESTMENT COMMITTEE (AIC) RECEIVES AND REVIEWS THE DRAFT OF THE FORM 990, INCLUDING SCHEDULES, PRIOR TO THE FILING OF THE RETURN. A MEETING OF THE AIC, INCLUDING THE PRESIDENT AND CEO, VP OF FINANCE, THE CFO, THE CONTROLLER, AND THE OUTSIDE CPA FIRM, IS THEN HELD TO REVIEW AND REVISE THE DRAFT OF THE FORM 990 AS NECESSARY. UPON APPROVAL OF THE DRAFT FORM 990 BY THE AIC, THE FINAL FORM 990, WITH CHANGES REFLECTED, IF ANY, IS E-MAILED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. UPON BOARD APPROVAL, THE FINAL FORM 990 IS FILED ELECTRONICALLY. Form 990, Part VI, Line 12c Conflict of interest policy THE BOARD OF DIRECTORS IS REQUIRED TO SUBMIT AN UPDATED CONFLICT OF INTEREST STATEMENT ANNUALLY. TO THE EXTENT THAT RELATIONSHIPS ARE IDENTIFIED VIA THESE STATEMENTS AND OTHER INFORMATION, THE INDIVIDUAL'S CONSTITUENT RECORD IS UPDATED TO INCLUDE THIS INFORMATION, FACILITATING PERIODIC QUERIES, AS NECESSARY. THE MEMBER WITH A CONFLICT MUST IDENTIFY THE CONFLICT AT ANY BOARD MEETING WHERE THE CONFLICT IS RELEVENT. THE MEMBER CANNOT BE PRESENT AT ANY PART OF THE MEETING WHERE THE RELEVENT TOPIC IS DISCUSSED OR VOTED ON. THE MEMBER CANNOT BE COUNTED FOR A QUORUM. Form 990, Part VI, Line 15a Process to establish compensation of top management official MERCER CONDUCTED THE COMPENSATION REVIEW FOR CEO AND EXECUTIVES IN FEBRUARY AND MARCH 2023. THE BOARD COMPENSATION COMMITTEE IS RESPONSIBLE FOR THE ANNUAL REVIEW AND APPROVAL OF THE COMPENSATION FOR TOP-LEVEL EXECUTIVE MANAGEMENT, OFFICERS, AND KEY EMPLOYEES. THE CHIEF PEOPLE OFFICER STAYS ABREAST OF INDUSTRY SALARY LEVELS AND ALERTS THE COMMITTEE TO ANY CHANGE IN SALARY LEVELS. INDEPENDENT PROFESSIONAL EXPERTS ARE CALLED UPON FOR HIGHER-LEVEL POSITIONS AND ASSIST IN ESTABLISHING EXECUTIVE SALARIES IN THE COMPETITIVE MARKETPLACE. SALARIES IN BOTH FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS ARE EVALUATED IN ORDER TO ATTRACT THE MOST TALENTED PERSONNEL. INFORMATION IS GATHERED, ANALYZED AND REPORTED TO THE COMMITTEE PRIOR TO THEIR MEETINGS ON COMPENSATION WITH THE INTENT OF ENSURING THAT THE EXECUTIVE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. THE REVIEW INCLUDES INCENTIVE PLANS AND ALL FRINGE BENEFITS AS WELL AS BASE SALARY ARRANGEMENTS. THE BOARD ESTABLISHES THE CEO/PRESIDENT SALARY LEVEL DURING THE EXECUTIVE SESSION OF A CALLED BOARD MEETING. ONCE APPROVED, EXECUTIVE COMPENSATION PACKAGES ARE FORMALIZED IN WRITING AND, ONCE ACCEPTED BY THE EXECUTIVE, RETAINED IN THE PERSONNEL FILE(S). Form 990, Part VI, Line 15b Process to establish compensation of other employees MERCER CONDUCTED THE COMPENSATION REVIEW FOR CEO AND EXECUTIVES IN FEBRUARY AND MARCH 2023. THE BOARD COMPENSATION COMMITTEE IS RESPONSIBLE FOR THE ANNUAL REVIEW AND APPROVAL OF THE COMPENSATION FOR TOP-LEVEL EXECUTIVE MANAGEMENT, OFFICERS, AND KEY EMPLOYEES. THE CHIEF PEOPLE OFFICER STAYS ABREAST OF INDUSTRY SALARY LEVELS AND ALERTS THE COMMITTEE TO ANY CHANGE IN SALARY LEVELS. INDEPENDENT PROFESSIONAL EXPERTS ARE CALLED UPON FOR HIGHER-LEVEL POSITIONS AND ASSIST IN ESTABLISHING EXECUTIVE SALARIES IN THE COMPETITIVE MARKETPLACE. SALARIES IN BOTH FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS ARE EVALUATED IN ORDER TO ATTRACT THE MOST TALENTED PERSONNEL. INFORMATION IS GATHERED, ANALYZED AND REPORTED TO THE COMMITTEE PRIOR TO THEIR MEETINGS ON COMPENSATION WITH THE INTENT OF ENSURING THAT THE EXECUTIVE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. THE REVIEW INCLUDES INCENTIVE PLANS AND ALL FRINGE BENEFITS AS WELL AS BASE SALARY ARRANGEMENTS. THE BOARD ESTABLISHES THE CEO/PRESIDENT SALARY LEVEL DURING THE EXECUTIVE SESSION OF A CALLED BOARD MEETING. ONCE APPROVED, EXECUTIVE COMPENSATION PACKAGES ARE FORMALIZED IN WRITING AND, ONCE ACCEPTED BY THE EXECUTIVE, RETAINED IN THE PERSONNEL FILE(S). Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION HAS A FORMAL POLICY FOR PUBLIC DISCLOSURE AND INSPECTION OF DOCUMENTS. THE POLICY IS POSTED ON THE ORGANIZATION'S WEBSITE. Form 990, Part IX, Line 11g Other Fees RESEARCH FEES - Total Expense: 18694843, Program Service Expense: 18694843, Management and General Expenses: , Fundraising Expenses: ; STAFF SUPPORT - Total Expense: 537867, Program Service Expense: 58517, Management and General Expenses: 465414, Fundraising Expenses: 13936; Other professional fees - Total Expense: 4429219, Program Service Expense: 2825225, Management and General Expenses: 1603994, Fundraising Expenses: ;