2024-11-08T11:14:22-06:00 2023-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2023-01-01 510178702 RADIATION ONCOLOGY INSTITUTE RADI 7032861674 251 18TH ST SOUTH 8TH FLOOR ARLINGTON VA 22202 LAURA I THEVENOT EX-OFFICIO, EXECUTIVE DIRECTOR 7032861674 2024-11-08 1 1 AARON M FOX P01365820 2022274000 2024-11-08 2023 2024-10-15 13:58:12Z LAURA I THEVENOT 251 18TH ST SOUTH 8TH FLOOR ARLINGTON VA 22202 1441296 0 X WWW.ROINSTITUTE.ORG X 1974 IL TO ENHANCE AND PROMOTE THE CRITICAL ROLE OF RADIATION THERAPY IN THE TREATMENT OF CANCER. 11 10 0 50 0 0 357251 306073 0 0 291211 249672 -24479 -37147 623983 518598 415899 417590 0 0 334225 344592 0 0 270602 228481 254982 978605 1017164 -354622 -498566 15424153 16890609 113014 83412 15311139 16807197 THE RADIATION ONCOLOGY INSTITUTE'S MISSION IS TO HEIGHTEN THE CRITICAL ROLE OF RADIATION THERAPY IN THE TREATMENT OF CANCER THROUGH RESEARCH AND EDUCATION. 0 0 504417 417590 RESEARCH PROGRAM SUPPORTS BOLD AND INNOVATIVE IDEAS IN RADIATION THERAPY TO IMPROVE OUTCOMES FOR PATIENTS SO THEY CAN LIVE LONGER, HEALTHIER LIVES. ROI CATALYZES DISCOVERY IN HIGH PRIORITY AREAS OF RESEARCH FOR RADIATION ONCOLOGY BY AWARDING GRANTS TO THE BEST AND BRIGHTEST INVESTIGATORS WHO ARE WORKING TO PERSONALIZE CARE, MINIMIZE TOXICITY, IMPROVE SAFETY AND QUALITY, ADVANCE HEALTH EQUITY, AND ENHANCE PATIENT EXPERIENCE. 55505 THE ROI TOOLBOX IS A RESOURCE FOR HEALTH CARE PROFESSIONALS THAT IS DESIGNED TO SUPPORT EVIDENCE-BASED PRACTICE. THIS POINT-OF-CARE TOOL COMPILES FREQUENTLY ACCESSED REFERENCES RELATED TO THE DELIVERY OF RADIATION THERAPY, INCLUDING DOSE CONSTRAINTS, CALCULATORS, TOXICITY SCALES, AND CLINICAL PRACTICE GUIDELINES. DEL REGATO PROGRAM SUPPORTS WEBINARS FOR RESIDENTS THROUGH A PARTNERSHIP WITH THE ASSOCIATION OF RESIDENTS IN RADIATION ONCOLOGY (ARRO) AND THE AMERICAN SOCIETY FOR RADIATION ONCOLOGY (ASTRO). THE LIVE WEBINARS ARE FREE OF CHARGE FOR RESIDENTS AND OFFER A UNIQUE OPPORTUNITY TO CONNECT WITH FACULTY LEADERS IN THE FIELD OF RADIATION ONCOLOGY 559922 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 6 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 1 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X X PATRICIA B LAWLOR 7032861674 251 18TH ST SOUTH 8TH FLOOR ARLINGTON VA 22202 COLLEEN A F LAWTON PRESIDENT 1.00 X X 0 0 0 GITA SUNEJA RESEARCH COMMITTEE VICE PRESIDENT 1.00 X X 0 0 0 JAMES P HOEY TREASURER 1.00 X X 0 0 0 RONALD CHEN RESEARCH COMMITTEE CHAIR 1.00 X 0 2000 0 PHILLIP DEVLIN TRUSTEE 1.00 X 0 0 0 RON DIGIAIMO TRUSTEE 1.00 X 0 0 0 JOIN Y LUH DEVELOPMENT COMMITTEE CHAIR 1.00 X 0 0 0 JASON A EFSTATHIOU TRUSTEE 1.00 X 0 0 0 DEEPAK KHUNTIA TRUSTEE 1.00 X 0 0 0 JOHN BUATTI ASTRO REPRESENTATION 1.00 2.00 X 0 0 0 GERALDINE JACOBSEN ASTRO REPRESENTATION 1.00 2.00 X 0 20000 0 LAURA I THEVENOT EXEC. DIR., SECR. AND ASST 4.00 36.00 X 0 810124 69157 ROBERT MILLER FORMER RESEARCH COMMITTEE CHAIR 1.00 X 0 31827 0 0 863951 69157 0 1 1 0 0 47809 13519 244745 306073 364068 364068 771155 885551 -114396 -114396 -114396 0 47809 37147 -37147 -37147 518598 0 0 212525 417590 417590 344592 89498 94002 161092 3988 3988 16744 16744 33592 33592 43167 14547 28620 33260 416 9875 22969 82090 25194 20614 36282 10958 2836 5010 3112 11770 5000 1589 5181 5175 4147 1028 DUES AND PUBLICATIONS 13721 853 848 12020 MISCELLANEOUS 517 219 298 1017164 559922 186640 270602 63702 24859 108077 189181 218861 184719 28725 36350 5360 5970 12161663 13713356 2837765 2736174 15424153 16890609 14879 40560 48961 33654 49174 9198 113014 83412 X 2653378 2721208 12657761 14085989 15311139 16807197 15424153 16890609 X -498566 1971594 34030 -11000 X 0 1 X 1 0 X X 1 AMERICAN SOCIETY FOR RADIATION ONCOLOGY 420943164 10 1 10000 0 1 10000 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: ROI IS THE SUPPORTING ORGANIZATION FOR THE AMERICAN SOCIETY FOR RADIATION ONCOLOGY (ASTRO), A 501(C)(6) ORGANIZATION. ROI PERFORMED THE 509(A)(2) TEST FOR ASTRO AND FOUND THAT ASTRO'S SUPPORT PERCENTAGE EXCEEDS THE 33% MINIMUM OF PUBLIC SUPPORT THAT WOULD BE A REQUIREMENT IF ASTRO WERE DESCRIBED AS SUCH AN ENTITY. ACCORDINGLY, ROI IS ELIGIBLE TO SUPPORT ASTRO. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12126785 13519 1768305 259927 13648682 13733829 21583 -1448434 180193 12126785 12559467 12685 1343949 182272 13733829 11274198 70506 1437601 222836 12559469 9555386 88600 1825121 194909 11274198 0.00000 0.74660 0.25340 0 0 0 PARTNERS GROUP PRIVATE EQUITY MASTER FUND 1520246 F TA REALTY CORE PROPERTY FUND 931714 F BLACKSTONE BREIT 176635 F SKYBRIDGE MULTI-ADVISER HEDGE FUND 105989 F HAMILTON LANE 1590 F 2736174 DUE TO ASTRO 9198 9198 X 2493747 1971594 1971594 522153 33592 -37147 -3555 518598 997689 -34030 48147 14117 983572 33592 33592 1017164 PART V, LINE 4: ROI INTENDS TO USE THESE ENDOWMENT FUNDS TO SUPPORT PROGRAMS THAT PROMOTE THE ACHIEVEMENT OF ITS MISSION. PART X, LINE 2: ROI PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT NET INCOME -37,147. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 37,147. WRITE OFF OF UNCOLLECTIBLE PLEDGES 11,000. SPORTING EVENT (5K RUN) 47809 47809 37147 47809 47809 37147 37147 -37147 1 MD ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 OTHER 64274 0 RESEARCH AWARD UNIVERSITY HOSPITALS OF CLEVELAND 11100 EUCLID AVE CLEVELAND OH 44106 341567805 501(C)(3) 49467 0 RESEARCH AWARD MONTEFIORE MEDICAL CENTER 555 S BROADWAY BLDG A TARRYTOWN NY 10591 131740114 501(C)(3) 48567 0 RESEARCH AWARD JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE 3910 KESWICH RD BALTIMORE MD 21211 520595110 501(C)(3) 44057 0 RESEARCH AWARD THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 101 MANNING DRIVE CHAPEL HILL NC 27599 566001393 OTHER 35683 0 RESEARCH AWARD MAYO CLINIC 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 593337028 501(C)(3) 33484 0 RESEARCH AWARD BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS ST BOSTON MA 02115 042312909 501(C)(3) 25000 0 RESEARCH AWARD THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO 3333 CALIFORNIA STREET SAN FRANCISCO CA 94143 946036493 OTHER 25000 0 RESEARCH AWARD NYU SCHOOL OF MEDICINE 550 FIRST AVENUE NEWYORK NY 10016 135562308 501(C)(3) 25000 0 RESEARCH AWARD UNIVERSITY OF ALABAMA OF BIRMINGHAM 801 5TH AVE SOUTH BIRMINGHAM AL 35233 636005396 OTHER 23058 0 RESEARCH AWARD THE REGENTS OF THE UNIVERSITY OF CA 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 OTHER 13750 0 RESEARCH AWARD ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI 1 GUSTAVE L LEVY PLACE NEWYORK NY 10029 136171197 501(C)(3) 10750 0 RESEARCH AWARD AMERICAN SOCIETY FOR RADIATION ONCOLOGY 251 18TH STREET SOUTH 8TH FLOOR ARLINGTON VA 22202 420943164 501(C)(6) 10000 0 2023 ROI SUPPORT TO ARRO WEBINAR 7 6 PART I, LINE 2: SIGNED AWARD LETTERS OUTLINE THE TERMS AND CONDITIONS OF ACCEPTANCE AND USE OF THE RESEARCH AWARD. AS PER THE SIGNED AGREEMENT, AN INTERIM PROGRESS REPORT AND A FINAL REPORT ARE COLLECTED WHICH SUMMARIZE PROGRESS MADE AND EXPENDITURES. 0 1 0 0 0 0 0 0 0 LAURA I THEVENOT EXEC. DIR., SECR. AND ASST 0 613610 0 118529 0 77985 0 44000 0 25157 0 879281 0 0 ROBERT MILLER FORMER RESEARCH COMMITTEE CHAIR 0 31827 0 0 0 0 0 0 0 0 0 31827 0 0 PART I, LINE 3 ROI DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF THE AMERICAN SOCIETY FOR RADIATION ONCOLOGY (ASTRO), A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(6). AN INDEPENDENT CONSULTANT PERFORMED A MARKET SURVEY TO DEVELOP SALARY STRUCTURE AND RANGES. ASTRO'S PRACTICE IS TO COMPLETE A MARKET SURVEY EVERY THREE YEARS; THIS WAS LAST COMPLETED FOR THE EX-OFFICIO, EXECUTIVE DIRECTOR IN 2024. THE EX-OFFICIO, EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY A SUBCOMMITTEE OF THE BOARD USING COMPARABLE SALARIES OF SIMILAR EXECUTIVE DIRECTOR POSITIONS OF NONPROFIT MEDICAL ORGANIZATIONS. THIS REVIEW WAS DISCUSSED WITH THE BOARD OF DIRECTORS AND THE FINAL DETERMINATION WAS MADE BY THE EXECUTIVE COMMITTEE. PART I, LINE 4B DURING THE YEAR ENDED DECEMBER 31, 2023, LAURA THEVENOT, CEO, PARTICIPATED IN A 457(F) NONQUALIFIED PLAN, WITH CONTRIBUTIONS OF THE PLAN OF $11,000. FORM 990, PART VI, SECTION A, LINE 3 ALL MANAGEMENT FUNCTIONS OF ROI ARE CONTROLLED BY THE AMERICAN SOCIETY FOR RADIATION ONCOLOGY (ASTRO), A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(6). FORM 990, PART VI, SECTION A, LINE 4 THE NUMBER OF VOTING TRUSTEES HAS BEEN CHANGED FROM 12 TO A MINIMUM OF 9 AND A MAXIMUM OF 13. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY OUR EXTERNAL TAX ACCOUNTANTS. THE DRAFT IS PROVIDED TO OUR FINANCE STAFF FOR REVIEW BEFORE BEING SUBMITTED TO THE VP FINANCE & ADMINISTRATION, EXECUTIVE DIRECTOR, AND TREASURER OF ROI FOR THEIR REVIEW AND APPROVAL. THE REVISED DRAFT IS THEN PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ROI'S OFFICERS, DIRECTORS, KEY EMPLOYEES, AND VOLUNTEERS ARE REQUIRED TO FILL OUT DISCLOSURE FORMS ON AN ANNUAL BASIS AND TO UPDATE THEIR DISCLOSURE FORMS UPON ANY MATERIAL CHANGE IN THE INTERIM. THESE DISCLOSURE FORMS ARE REVIEWED IN ORDER TO IDENTIFY AND ADDRESS ANY POTENTIAL CONFLICTS OF THESE INDIVIDUALS. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS, 990 FORMS AND GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE ON OUR WEBSITE. FORM 990, PART XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE PLEDGES -11,000. AMERICAN SOCIETY FOR RADIATION ONCOLOGY 251 18TH STREET SOUTH 8TH FLOOR ARLINGTON VA 22202 420943164 MEMBERSHIP SOCIETY IL 501(C)(6) N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 AMERICAN SOCIETY FOR RADIATION ONCOLOGY B 10000 ACTUAL AMERICAN SOCIETY FOR RADIATION ONCOLOGY C 13519 ACTUAL AMERICAN SOCIETY FOR RADIATION ONCOLOGY N 82090 FMV AMERICAN SOCIETY FOR RADIATION ONCOLOGY O 344592 FMV AMERICAN SOCIETY FOR RADIATION ONCOLOGY P 38128 FMV