2015-05-13T15:27:14-05:00 2014-06-30 990 2013-07-01 236296135 The Institute For Cancer Research INST 2157283824 3509 N Broad Street No Rm 936 Philadelphia PA 19140 Anthony Diasio Chief Financial Officer 2157283824 2015-05-13 2013 2016-02-25 16:41:14Z Anthony Diasio 333 Cottman Avenue Philadelphia PA 19111 63899594 0 X N/A X 1944 DE To prevail over cancer, marshalling heart and mind in bold scientific discovery, pioneering prevention and compassionate care. 14 13 814 0 0 0 25710476 30226412 37470233 32138304 795354 893895 522844 640983 64498907 63899594 3685744 747742 0 0 52120023 50582932 0 0 2488180 21231096 21371556 77036863 72702230 -12537956 -8802636 124201692 133913499 60915643 70500052 63286049 63413447 To prevail over cancer, marshalling heart and mind in bold scientific discovery, pioneering prevention and compassionate care. 0 0 30915619 747742 23521158 The Institute for Cancer Research and its Research programs are renowned world-wide for their work in understanding both normal and abnormal cell growth. Scientists are involved in studies of genes that cause or inhibit cancer growth, virology, immunology, chemical carcinogens, cell growth and interaction and gene expression. In recent years, research has increasingly emphasized molecular oncology and genetics, areas which bridge advancing knowledge from the laboratory with new clinical approaches. 20636839 8617146 The research facilities have been structured to fulfull the needs of the multi-disciplinary research programs at Fox Chase Cancer Center. The facilities have been designed to enhance ongoing research by supplying information, reagents, and technical expertise that are not readily available to the individual investigator. 51552458 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 140 0 1 814 1 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 1 0 PA DE X X Anthony Diasio 2157283824 333 Cottman Avenue Philadelphia PA 19111 Lewis Gould Chair 1.00 8.00 X X 0 0 0 Margot Keith Vice Chair 1.00 3.00 X X 0 0 0 Ronald Donatucci Director 1.00 6.00 X 0 0 0 Solomon Luo MD Director 1.00 8.00 X 0 0 0 Christopher McNichol Director 1.00 4.00 X 0 0 0 Edward Glickman Director 1.00 6.00 X 0 0 0 Lon Greenberg Director 1.00 9.00 X 0 0 0 Thomas Hofmann Director 1.00 4.00 X 0 0 0 Robert H LeFever Director 1.00 12.00 X 0 0 0 David Marshall Director 1.00 6.00 X 0 0 0 Dr John Daly Director 1.00 49.00 X 0 617731 41029 Donald Morel PhD Director 1.00 4.00 X 0 0 0 Leon O Moulder Director 1.00 4.00 X 0 0 0 Dr Thomas Shenk Director 1.00 4.00 X 0 0 0 Lewis Katz Director 1.00 6.00 X 0 0 0 Dr Richard I Fisher President & CEO 25.00 25.00 X 0 637500 26793 Beth Koob Secretary 1.00 49.00 X 0 489468 55855 Betty McAdams Asst Secretary 1.00 49.00 X 0 99080 15712 Carmel Vahey Secretary 1.00 49.00 X 0 56357 19065 Ray Lefton Treasurer 1.00 49.00 X 0 137697 15164 Judith Bachman COO & Asst Treasurer 1.00 49.00 X 0 348384 23882 Anthony Diasio Asst Treasurer & CFO 16.00 34.00 X 0 229655 22069 Robert Lux Asst Treasurer 1.00 49.00 X 0 554459 78414 J Robert Beck MD Chief Academic Officer 47.00 3.00 X 409004 0 25706 Jonathan Chernoff Chief Science Officer 50.00 X 487301 0 12630 Mary Daly Chair Clinical Genetics 50.00 X 411358 0 17739 Jeffrey A Boyd Professor 50.00 X 383653 0 17022 Anna Skalka Senior Advisor 50.00 X 308529 0 26581 Jose Russo Professor 50.00 X 257730 0 14924 Michael Seiden MD President & CEO - Former 16.00 34.00 X 0 448220 9372 Thomas Albanesi Treasurer - Former 16.00 34.00 X 0 110870 6424 Gary Weyhmuller Chief Operating Officer - Former 16.00 34.00 X 0 376583 1866 2257575 4106004 430247 67 1 1 0 Ernest Bock & Sons Inc 2800-A Southampton Rd Philadelphia PA 19154 Professional Service 8651350 Temple University Health System 2450 W Hunting Park Ave Philadelphia PA 19129 Professional Service 2750986 Jeanes Hospital 7600 Central Ave Philadelphia PA 19111 Professional Service 2362589 Trustees of the University of Pennsylvan 133 S 36th St Ste 300 Philadelphia PA 19104 Professional Service 1225095 Thomas Jefferson University 1020 Walnut Street Room 525 Philadelphia PA 19107 Professional Service 702700 31 15208608 1228251 13789553 30226412 Research Programs 900099 23521158 23521158 Research Facilities 900099 8617146 8617146 32138304 893895 893895 640983 640983 63899594 32138304 0 1534878 433689 433689 314053 314053 436252 436252 39403955 28642412 9540458 1221085 9920907 7718188 1902560 300159 821818 639352 157602 24864 1761675 1761675 43164 11706 31458 9313 9313 3281628 1120384 1699460 461784 298656 248338 40655 9663 4007646 3308589 699057 519287 405855 83678 29754 57305 27433 26048 3824 951357 951357 3942853 3530976 411877 89648 89648 Supplies 5688214 4824734 843321 20159 Facility Usage, Chargeb 621977 247549 -42460 416888 Rentals 82870 63237 19633 Drugs 15963 15963 72702230 51552458 18661592 2488180 1695227 225293 9648425 8406539 2610194 3198925 137304 9605 1060091 779695 44436131 7553193 36455393 36882938 7187123 6775245 65407935 77635259 124201692 133913499 44323335 54455193 1514234 1588650 1280819 1142639 13797255 13313570 60915643 70500052 X -5087974 -15721233 14019407 14579156 54354616 64555524 63286049 63413447 124201692 133913499 X -8802636 8930033 X 0 1 X 1 1 1 X American Oncologic Hospital Philadelphia PA RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 9313 32826 9313 32826 72259228 353026372 72268541 353059198 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 61948 47718 10903 32826 153395 250000 250000 250000 250000 1000000 1500000 Schedule C, Part II-A See Affiliated Group Attachments 10885163 6768239 205974 5105789 12753587 3430521 9626931 244782 2417071 10885163 3660479 -37331 -82030 110597 3430521 3161294 11573 750380 262768 3660479 3552556 1000 309714 76976 625000 3161294 0.13600 0.86400 1 1 1 1056000 1056000 26081276 1485386 24595890 17298855 6067807 11231048 36882938 Beneficial Interest in Foundation 44778432 Temporarily Restricted Cash - PNC 9478586 Funds Held in Trust 16540502 Permanently Restricted Cash - PNC 3275000 CRUT 1227745 Deferred Patent Expense 1187360 Other Assets 1147634 77635259 FAS 143 Asset Retirement Obligation 667186 L/T Worker's Compensation 762265 Post Employment Liability 293762 Post Retirement Benefit Liability 1573718 Intercompany Loan Payable TUH 10016639 13313570 Part V, Line 4: Appointment to an endowed chair rewards a scientist's professional contributions, recognizes the value of his or her research endeavors, and safeguards the funding needed to continue these pioneering inquiries. Those who support a chair endowment become vital partners in our scientists' groundbreaking, lifesaving discoveries. Endowing and naming a chair provides the opportunity to honor a loved one with a memorial that will last for many, many years. Endowed chairs provide a steady and predictable flow of funds in perpetuity, allowing the institution to strengthen the quality of its programs and services beyond levels that their funding sources alone could support. Temporarily restricted funds give the Institute for Cancer Research the flexible funding to initiate new research programs for the prevention, detection, and treatment of cancer. The funds assist patients and their families to receive the best support and provide important services to the community. 1 The American Oncologic Hospital 3509 N Broad Street Philadelphia PA 19140 231352156 501(c)(3) 325057 Spending of Contributions Fox Chase Cancer Center Medical Group 3509 N Broad Street philadelphia PA 19140 454540585 501(c)(3) 108632 Spending of Contributions 2 0 Wm. J. Avery Endowed Postdoctoral Fellowship 3 53895 Reimann Fellowship 1 76900 Lawrence Greenwald Postdoctoral Fellowship 3 97850 ICR Postdoctoral Fellowship 1 28887 Elizabeth Knight Patterson Fellowship 1 56521 Part I, Line 2 The organization made grants for tax-exempt purposes to two related organizations under common control. Individuals are awarded fellowship grants. 0 0 0 0 0 0 0 0 0 Dr John Daly Director 0 454911 0 0 0 162820 0 30271 0 10758 0 658760 0 0 Dr Richard I Fisher President & CEO 0 122500 0 75000 0 440000 0 10809 0 15984 0 664293 0 0 Beth Koob Secretary 0 413158 0 42681 0 33629 0 28034 0 27821 0 545323 0 0 Ray Lefton Treasurer 0 137697 0 0 0 0 0 5625 0 9539 0 152861 0 0 Judith Bachman COO & Asst Treasurer 0 308384 0 40000 0 0 0 10886 0 12996 0 372266 0 0 Anthony Diasio Asst Treasurer & CFO 0 227957 0 0 0 1698 0 9939 0 12130 0 251724 0 0 Robert Lux Asst Treasurer 0 454498 0 70881 0 29080 0 49339 0 29075 0 632873 0 0 J Robert Beck MD Chief Academic Officer 391579 0 15573 0 1852 0 11475 0 14231 0 434710 0 0 0 Jonathan Chernoff Chief Science Officer 393460 0 91803 0 2038 0 11475 0 1155 0 499931 0 0 0 Mary Daly Chair Clinical Genetics 357774 0 50000 0 3584 0 11475 0 6264 0 429097 0 0 0 Jeffrey A Boyd Professor 383412 0 0 0 241 0 0 0 17022 0 400675 0 0 0 Anna Skalka Senior Advisor 307711 0 0 0 818 0 11475 0 15106 0 335110 0 0 0 Jose Russo Professor 255166 0 0 0 2564 0 11475 0 3449 0 272654 0 0 0 Michael Seiden MD President & CEO - Former 0 137853 0 0 0 310367 0 6203 0 3169 0 457592 0 0 Thomas Albanesi Treasurer - Former 0 105094 0 0 0 5776 0 6424 0 0 0 117294 0 0 Gary Weyhmuller Chief Operating Officer - Former 0 49750 0 23233 0 303600 0 594 0 1272 0 378449 0 0 Stefan Beck Son of Dr. J. Robert Beck 73236 total comp $73,236 (full time employee of ICR son of Dr. J. Robert Beck CMO and Voting member of ICR) 0 Form 990, Part VI, Section A, line 1 Pursuant to the organization's bylaws, the members of the Executive Committee of the sole member, The American Oncologic Hospital, serve as the members of the Executive Committee of the organization. These individuals also serve on the organizations Board of Directors. The Executive Committee is authorized to act for the Board between its regular meetings. Form 990, Part VI, Section A, line 6 The sole member of the organization is The American Oncologic Hospital. The Board of Directors of the member, which is appointed by and subject to removal by Temple University Health System, Inc serves as the organization's Board of Directors. The approval of the member is required for any of the following actions by the organization, (a) any dissolution or liquidation, (b) any merger, (c) any amendments to the certificate of incorporation, (d) any amendments to the bylaws regarding Temple University Health System, Inc, the member, the number of directors, quorum or voting requirements, (e) the sale, pledge, lease (but only a lease from the organization of substantially all of the organizations real property), or other transfer of the assets of the organization other than transactions occurring in the ordinary course of business, (f) any decision to merge, acquire, or enter into an affiliation with medical schools or medical school hospitals other than Temple University's, (g) the deletion of any clinical programs that are needed for the accreditation of Temple University School of Medicine, (h) the adoption of the organization's annual capital and operating budgets, (i) the issuance or assumption of any indebtedness in excess of five hundred thousand ($500,000), and (j) the execution of any contract providing for the management of the organization. The Audit and Compliance Committee and the Finance and Investment Committee of Temple University Health System Inc became the organization's Audit and Compliance Committee and Finance and Investment Committee also. Form 990, Part VI, Section A, line 7a Please refer to the response for question #6 Form 990, Part VI, Section A, line 7b Please refer to the response for question #6 Form 990, Part VI, Section B, line 11 After review by management and outside tax counsel, the 990 and 990T (if any) are posted to the website of the Secretary's Office. Each Board member is contacted and provided with the web address. A Board member without internet access is provided a paper copy to review. The website and paper mailing have an overview of the 990 and 990T preperation process and internal reviews. Each Board member is asked to review the 990 and 990T within 2 weeks and contact the Chief Financial Officer with any questions. Form 990, Part VI, Section B, line 12c The Office of the Secretary provides each director and officer with copies of the Conflict of Interest Policy and a disclosure statement to be completed on an annual basis. The Office of the Secretary reviews the completed disclosure statements which are reviewed in summary format by a committee of the Board of Directors and any recommended actions are presented to the full Board of Directors. In addition to completing the annual disclosure statement, directors and officers must disclose potential or actual conflicts on an ongoing basis as matters arise. All disclosures are evaluated and a determination of whether a conflict exists is made by the Board or a committee of the Board. All employees are subject to a conflict of interest policy that is monitored by the Office of the Secretary. Form 990, Part VI, Section B, line 15b There is a compensation committee that reviews and approves all total compensation of executive / key personnel at Temple University Health System through an evaluation performed by an external compensation expert before the compensation is approved. Form 990, Part VI, Section C, line 19 The Unaudited Internal Financial Statements of the Temple University Health System and certain of its related organizations are distributed and made available to the public at the end of each quarter per the Systems Continuing Disclosure Agreement (Series of 2012 Bonds) through Digital Assurance Corp (DAC), the Municipal Services Reporting Board EMMA disclosure site and the Health Systems Financial website. The Annual Audited Financial Statements are also released to the public in the same manner. To the extent required by applicable law, the organization makes its governing documents available to the public upon request. Form 990, Part XI, line 9: Cumulative Change in Accounting Principle -167,379. Legislative Appropriation for Purchase of PPE 781,997. Investment Income(Loss) Change in Value of Beneficial Interest 7,738,140. Other 577,275. Temple University of the Commonwealth System of Higher Ed 1330 W Berks Philadelphia PA 19122 231365971 Education PA 501c3 Line 2 N/A 0 Temple University Health System Inc 3509 N Broad St 9th Flr Philadelphia PA 19140 232825881 Health Care PA 501c3 Line 11a, I Temple University of the Commonwealth System of Higher Ed 0 Temple University Hospital Inc 3509 N Broad St 9th Flr Philadelphia PA 19140 232825878 Health Care PA 501c3 Line 3 Temple University Health System Inc 0 Jeanes Hospital 3509 N Broad St 9th Flr Philadelphia PA 19140 232826045 Health Care PA 501c3 Line 3 Temple University Health System Inc 0 Temple Physicians Inc 3509 N Broad St 9th Flr Philadelphia PA 19140 232790607 Health Care PA 501c3 Line 9 Temple University Health System Inc 0 Temple Health Transport Team Inc 3509 N Broad St 9th Flr Philadelphia PA 19140 753084023 Health Care PA 501c3 Line 9 Temple University Health System Inc 0 Temple East Inc 3509 N Broad St 9th Flr Philadelphia PA 19140 232547305 Health Care PA 501c3 Line 11a, I Temple University Hospital 0 Temple University Health System Foundation 3509 N Broad St 9th Flr Philadelphia PA 19140 232916108 Health Care PA 501c3 Line 11a, I Temple University Hospital 0 Episcopal Hospital 3509 N Broad St 9th Flr Philadelphia PA 19140 231365351 Health Care PA 501c3 Line 11a, I Temple University Hospital 0 Jeanes Hospital Auxiliary 7600 Central Avenue Philadelphia PA 19111 231917776 Health Care PA 501c3 Line 9 Jeanes Hospital 0 American Oncologic Hospital 3509 N Broad St 9th Flr Philadelphia PA 19140 231352156 Health Care PA 501c3 Line 3 Temple University Health System Inc 0 Fox Chase Cancer Ctr Medical Group 3509 N Broad St 9th Flr Philadelphia PA 19140 454540585 Health Care PA 501c3 Line 3 American Oncologic Hospital 0 Fox Chase Network 3509 N Broad St 9th Flr Philadelphia PA 19140 232467337 Health Care PA 501c3 Line 11b, II American Oncologic Hospital 0 TUHS Insurance Company Inc 3509 N Broad St - 9th Flr Philadelphia BD 19140 981203189 Reinsurance BD TUHS 1.00000 0 Fox Chase Limited 3509 N Broad St - 9th Flr Philadelphia PA 19140 232396731 Health Care PA American Oncologic Hospital C 1.00000 0 0 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 0 The American Oncologic Hospital 3509 N Broad Street Philadelphia PA 19140 231352156 22364 0 22364 0 22364 4473 1118 21246 17891 0 The Institute for Cancer Research 3509 N Broad Street Philadelphia PA 19140 236396135 9313 0 9313 0 9313 1863 466 8847 7450 0 Fox Chase Cancer Center Medical Group 3509 N Broad Street Philadelphia PA 19140 454540585 1149 0 1149 0 1149 230 58 1091 919 0