2023-11-14T14:52:06-06:00 2022-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2022-01-01 391554806 SOCIETY FOR IMMUNOTHERAPY OF CANCER INC SOCI 4142712456 555 E WELLS STREET 1100 MILWAUKEE WI 53202 JEDD WOLCHOK MD PHD SECRETARY/TREASURER 4142712456 2023-11-14 1 JEDD WOLCHOK MD PHD 999009999 1 KATY L SOMMER P00273273 4142711451 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LEISHA EMENS MD PHD 555 E WELLS STREET 1100 MILWAUKEE WI 53202 17739845 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 13 178088 146023 3646330 4171964 10142186 12615726 172749 192881 224293 262195 14185558 17242766 623644 692244 0 0 9000 18000 0 0 807859 10690072 13534576 11322716 14244820 2862842 2997946 21926685 24306761 3143246 3906544 18783439 20400217 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 7333181 9169181 THE SOCIETY FOR IMMUNOTHERAPY OF CANCER'S (SITC) 37TH ANNUAL MEETING & PRE-CONFERENCE PROGRAMS (SITC 2022) 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. 841165 692244 111763 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. 661821 39930 THE ADVANCES IN CANCER IMMUNOTHERAPY (ACI) REGIONAL SERIES HOSTED FIFTEEN REGIONAL CME-, CNE- AND CPE-CERTIFIED PROGRAMS IN 2022. 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. 2958103 3337471 WORKSHOP / CONNECTED / PRIMER / WIC/ INDUSTRY / WINTER / WIN / INTERIM PROGRAM / SPARKATHON PROGRAM / JOURNAL / COLLABORATIVE EDUCATION PROGRAMS / CIG / POLICY ACTIVITIES / SCIENTIFIC RESOURCES / OTHER PROGRAM SERVICES 2958103 3337471 11794270 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 0 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 1 160 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 PATRICK HWU MD PRESIDENT 5.00 X X 0 0 0 LEISHA EMENS MD PHD VICE PRESIDENT 5.00 X X 5000 0 0 JEDD WOLCHOK MD PHD SECR/TREASURER 5.00 X X 0 0 0 MARIO SZNOL MD IMM. PAST PRES. 5.00 X X 0 0 0 ALESSANDRA CESANO MD PHD DIRECTOR 1.00 X 0 0 0 TANJA DE GRUIJL PHD DIRECTOR 1.00 X 0 0 0 STEFANI SPRANGER PHD DIRECTOR 1.00 X 0 0 0 CHRISTIAN CAPITINI MD DIRECTOR 1.00 X 6500 0 0 ADEKUNLE ODUNSI MD PHD FRCOG FACO DIRECTOR 1.00 X 0 0 0 ANN SILK MD MS DIRECTOR 1.00 X 2000 0 0 JULIE BRAHMER MD DIRECTOR 1.00 X 0 0 0 JENNIFER GUERRIERO PHD DIRECTOR 1.00 X 2000 0 0 JENNIFER WARGO MD MMSC DIRECTOR 1.00 X 2500 0 0 18000 0 0 0 0 0 0 EXECUTIVE DIRECTOR INC 555 E WELLS ST STE 1100 MILWAUKEE WI 53202 MANAGEMENT 5983764 CORNERSTONE GOVERNMENT AFFAIRS INC 300 INDEPENDENCE AVE SE WASHINGTON DC 20003 CONSULTING 180000 2 4171964 4171964 ANNUAL MEETING 900099 9007636 9007636 MEMBERSHIP DUES & ASSESSMENTS 900099 1490145 1490145 PUBLISHER REVENUE 900099 500139 500139 WORKSHOP 900099 405610 405610 PRIMER 900099 374138 374138 838058 838058 12615726 189695 189695 6003 6003 465466 462280 3186 3186 3186 68791 33306 35485 35485 6530 1493 5037 5037 ADVERTISING 541800 160750 160750 MISCELLANEOUS 900099 37582 37582 JOB POSTING 541800 17338 17338 215670 17242766 12658345 178088 234369 685589 685589 6655 6655 18000 18000 5983764 4840563 1119201 24000 3713 3713 15600 15600 28595 28595 180723 180723 428668 356331 60228 12109 54722 27055 12151 15516 563193 476251 86942 456415 384279 71029 1107 5248870 4425774 69595 753501 9408 9408 BANK AND CC FEES 327491 294064 31801 1626 EXHIBITING 116160 61973 54187 UBI TAXES 57299 57299 MEMBERSHIP ACTIVITIES 34219 30294 3925 25736 6719 19017 14244820 11794270 1642691 807859 5838342 9541641 6492322 6520387 136521 181000 472565 332055 1091 4483 149035 148639 28836 28836 0 0 8823503 7578556 13306 0 21926685 24306761 1115768 2046074 2027478 1860470 3143246 3906544 X 16636189 18294652 2147250 2105565 18783439 20400217 21926685 24306761 2997946 -1381168 0 X X 0 1 X 1 0 X 5638183 5459051 4073183 5062145 4171964 24404526 7756755 8244959 2327126 8775539 12615726 39720105 13394938 13704010 6400309 13837684 16787690 64124631 4265000 5528750 2177500 2312500 2880500 17164250 0 4265000 5528750 2177500 2312500 2880500 17164250 46960381 116192 160847 95837 178317 189695 740888 116192 160847 95837 178317 189695 740888 83218 79546 65266 157366 178088 563484 16325 5484 12139 12191 37582 83721 13610673 13949887 6573551 14185558 17193055 65512724 0.71680 0.67180 0.01130 0.00980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1690822 697943 273200 2115565 1840822 150000 1690822 1.00000 0 0 28836 28836 0 0 X 15866309 -1381168 33306 -1347862 17214171 28595 28595 17242766 14249531 33306 33306 14216225 28595 28595 14244820 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, 2022, WAS $57,299. AN UNRELATED BUSINESS INCOME TAX PAYABLE OF $8,401 WAS RECORDED AS OF DECEMBER 31, 2022. 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, 2022, 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 33,306. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES INCLUDED IN REVENUE 33,306. EUROPE (INCLUDING ICELAND & GREENLAND) 0 10 PROGRAM SERVICES JOURNAL EDITORIAL 34000 SOUTH ASIA 0 1 PROGRAM SERVICES JOURNAL EDITORIAL 125 0 11 0 0 0 11 34125 0 34125 0 0 0 0 0 0 PART III ACCOUNTING METHOD: BUDDY GUY'S FUNDRAISING 68791 68791 33306 68791 68791 33306 33306 35485 1 DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02115 042263040 501(C)(3) 50000 0 FMV FELLOWSHIP AWARD MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103594 501(C)(3) 25000 0 FMV FELLOWSHIP AWARD REGENTS OF THE UNIVERSITY OF CALIFORNIA 1855 FOLSOM STREET SUITE 425 SAN FRANCISCO CA 94143 946036493 501(C)(3) 50000 0 FMV FELLOWSHIP AWARD MEMORIAL SLOAN-KETTERING CANCER CENTER PO BOX 27106 NEW YORK NY 10087 131924236 501(C)(3) 100000 0 FMV FELLOWSHIP AWARD THE CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501(C)(3) 75000 0 FMV FELLOWSHIP AWARD 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 FRED HUTCHINSON CANCER RESEARCH CENTER 1100 FAIRVIEW AVE N B-2123 SEATTLE WA 98109 237156071 501(C)(3) 100000 0 FMV FELLOWSHIP AWARD MASSACHUSETTS GENERAL HOSPITAL PO BOX 414876 BOSTON MA 02241 042697983 501(C)(3) 70000 0 FMV FELLOWSHIP AWARD YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 06508 060646973 501(C)(3) 20000 0 FMV FELLOWSHIP AWARD THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER PO BOX 4266 HOUSTON TX 77210 746001118 501(C)(3) 95589 0 FMV FELLOWSHIP AWARD 12 0 PRESIDENTIAL AWARD 5 4566 SMALLEY AWARD 2 2000 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 EACH OF THE JOURNAL'S 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. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.