2021-11-15T14:57:17-06:00 2020-12-31 205991824 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2020-01-01 522057636 THE ULMAN CANCER FUND FOR YOUNG ADULTS ULMA 4109640202 2118 E MADISON ST BALTIMORE MD 21205 BROCK YETSO PRESIDENT AND CEO 4109640202 2021-11-11 1 BROCK YETSO 999009999 ASHLEY ZUMBRUN P02050856 4104031500 2021-11-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z BROCK YETSO 2118 E MADISON ST BALTIMORE MD 21205 2203954 0 X HTTPS://WWW.ULMANFOUNDATION.ORG X 1997 MD TO CHANGE LIVES BY CREATING A COMMUNITY OF SUPPORT FOR YOUNG ADULTS, AND THEIR LOVED ONES, IMPACTED BY CANCER. 22 22 19 50 0 0 2176633 1926118 83346 40000 30524 -912 82437 62177 2372940 2027383 68940 30000 0 0 1326554 1030393 0 0 229260 1389089 978495 2784583 2038888 -411643 -11505 4436206 4313513 1295992 1152231 3140214 3161282 X A LEADING VOICE IN THE YOUNG ADULT CANCER MOVEMENT, ULMAN FOUNDATION CREATES A COMMUNITY OF SUPPORT FOR YOUNG ADULTS AND THEIR LOVED ONES IMPACTED BY CANCER. THIS IS CARRIED OUT THROUGH OUR FOUR PILLARS OF ACTION: GIVING AND GETTING SUPPORT, RAISING AWARENESS, INSPIRING MOVEMENT, AND DRIVING CHANGE. 0 0 648725 30000 THE ULMAN FOUNDATION HAS NUMEROUS PROGRAM SERVICES WHICH HAVE THE COMMON GOALS OF {1} PROVIDING YOUNG ADULTS WITH SUPPORT AND OUTREACH AND {2} RAISE AWARENESS. THESE OTHER PROGRAMS CONSIST OF A SCHOLARSHIP PROGRAM, BOYAA YOUNG ADULT SERVICE OUTREACH, GAME CHANGERS YOUNG ADULT SERVICE OUTREACH AND PARTNERED EVENTS WITH OTHER ORGANIZATIONS. 427281 THE SUPPORT THROUGH SPORT PROGRAMS ARE EXPERIENCES THAT UNITE PEOPLE AND COMMUNITIES IN THE FIGHT AGAINST CANCER THROUGH PHYSICAL ACTIVITY AND AWARENESS RAISING. THE EVENTS HELD IN THE CURRENT YEAR RELATED TO THIS PROGRAM WERE AS FOLLOWED: 4K, TEAM FIGHT, KEY TO KEYS, CANCER TO 5K AND POINT TO POINT. 327849 0 THE ULMAN HOUSE PROGRAM IS A HOME AWAY FROM HOME FOR YOUNG ADULTS RECEIVING LIFE-SAVING TREATMENT AT BALTIMORE'S COMPREHENSIVE CANCER CENTERS WHICH ARE LOCATED AT UMMS AND JOHNS HOPKINS. THE YOUNG ADULT PATIENTS AND THEIR CAREGIVERS STAY AT ULMAN HOUSE FOR FREE AND FOR AS LONG AS THEY NEED TO IN ORDER TO COMPLETE TREATMENT WHICH WOULD OTHERWISE BE OUT OF REACH FOR THEM. THE YOUNG ADULT PATIENTS AND THEIR CAREGIVERS HAVE ACCESS TO COMMUNAL SPACES, INCLUDING A KITCHEN, MUSIC ROOM, AND LIBRARY. THE YOUNG ADULT PATIENTS ALSO HAVE ACCESS TO SUPPORT FROM PATIENT NAVIGATORS AND PLANNED ACTIVITIES TO COMBAT ISOLATION. 141323 40000 THE PATIENT NAVIGATION PROGRAM HELPS YOUNG ADULTS MANAGE THE SPECIAL CONCERNS AND NEEDS OF BEING A YOUNG ADULT AND DEALING WITH CANCER. THE ULMAN PATIENT NAVIGATION PROGRAM WORKS IN CONJUNCTION WITH THE MEDICAL CARE TEAMS AT INSTITUTIONS AND WITHIN THE COMMUNITY. THE ULMAN NAVIGATORS PROVIDE A HOLISTIC APPROACH TO PATIENT CARE, ADDRESSING VARIOUS NEEDS OF YOUNG ADULTS WHO FACE A CANCER DIAGNOSIS, TREATMENT, AND LIFE WITH CANCER. NAVIGATORS PROVIDE TAILORED EMOTIONAL, PSYCHOSOCIAL, AND PRACTICAL SUPPORT TO YOUNG ADULTS, AND THEIR LOVED ONES, TO HELP THEM RECALIBRATE THEIR LIFE WITH CANCER. 141323 40000 1545178 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MD X BROCK YETSO 4109640202 2118 E MADISON STREET BALTIMORE MD 21205 TREVOR GARNER CHAIR 1.50 X X 0 0 0 SHELLEY WOJCIK VICE-CHAIR 1.50 X X 0 0 0 PATRICK SEITZ TREASURER 1.50 X X 0 0 0 CHRISTI CLARK-BIEBERICH MEMBER AT LARGE 1.50 X 0 0 0 NERI COHEN MD MEMBER AT LARGE 1.50 X 0 0 0 DANIEL CONDON MEMBER AT LARGE 1.50 X 0 0 0 JAMES INGRAM MEMBER AT LARGE 1.50 X 0 0 0 MIKE JENKINS MEMBER AT LARGE 1.50 X 0 0 0 BRIAN MCCAGH MEMBER AT LARGE 1.50 X 0 0 0 PRANSHU MOHINDRA MEMBER AT LARGE 1.50 X 0 0 0 ELENI MONIOS MEMBER AT LARGE 1.50 X 0 0 0 ANASTASIA NARDANGELI MEMBER AT LARGE 1.50 X 0 0 0 CHAD NORFOLK MEMBER AT LARGE 1.50 X 0 0 0 BETSY SERP MEMBER AT LARGE 1.50 X 0 0 0 MICHAEL TIRONE MEMBER AT LARGE 1.50 X 0 0 0 DIANA ULMAN MEMBER AT LARGE 1.50 X 0 0 0 DOUGLAS ULMAN MEMBER AT LARGE 1.50 X 0 0 0 PATRICK WYNN MEMBER AT LARGE 1.50 X 0 0 0 JIM XINIS MEMBER AT LARGE 1.50 X 0 0 0 ELIZABETH O'CONNOR MEMBER AT LARGE 1.50 X 0 0 0 W GREG POULIS MEMBER AT LARGE 1.50 X 0 0 0 MEGHAN RODGERS MEMBER AT LARGE 1.50 X 0 0 0 BROCK YETSO PRESIDENT AND CEO 40.00 X 168054 0 5364 168054 0 5364 1 0 1 0 0 213 301191 260872 1363842 1926118 PATIENT NAVIATION - EX 621300 40000 40000 40000 10640 10640 60000 25428 34572 34572 34572 88831 99823 560 -10992 -560 -11552 -11552 79095 301191 50760 28335 28335 OTHER REVENUE 900099 -730 -730 -730 2027383 40000 0 61265 30000 30000 173418 131731 17584 24103 716858 544536 72688 99634 31525 24480 3638 3407 39596 32061 3433 4102 68996 52480 6992 9524 17698 10800 1350 5548 4067 4026 41 52877 1455 51422 4243 4243 24326 14655 9671 38702 30763 3208 4731 33744 24879 2130 6735 107742 86460 10475 10807 1493 891 602 16385 11507 281 4597 51283 48777 1253 1253 90504 86080 2212 2212 36336 30642 2847 2847 COMMUNITY OUTREACH 377970 343515 34455 BAD DEBTS 70314 70314 BANK CHARGES 38757 29697 4530 4530 DUES AND SUBSCRIPTIONS 8470 6185 1824 461 3584 3584 2038888 1545178 264450 229260 3761 3761 1172858 1150099 505546 397461 35486 69675 83492 64132 2403727 256107 2228490 2147620 404281 477170 2292 3595 4436206 4313513 102660 113451 267492 145175 899306 887576 26534 6029 1295992 1152231 X 2506523 2514051 633691 647231 3140214 3161282 4436206 4313513 -11505 32573 0 X X 0 1 X 1 0 X 3492423 2546382 3638475 2176633 1926118 13780031 3492423 2546382 3638475 2176633 1926118 13780031 67960 13712071 54004 56582 62209 71451 70640 314886 5192 1882 7074 14101991 621874 0.97240 0.96090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2018 AMOUNT: $ 5,192. 2019 AMOUNT: $ 1,882. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2128972 109319 2019653 5818 5547 271 182695 73554 109141 86242 67687 18555 2147620 CAPITAL LEASE OBLIGATION 2872 DEFERRED RENT 3157 6029 X 2082165 32573 1024 25428 59025 2023140 4243 4243 2027383 2061097 1024 25428 26452 2034645 4243 4243 2038888 PART X, LINE 2: ASC 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AS WELL AS GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND FINANCIAL STATEMENT REPORTING DISCLOSURES. FOR THESE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AMOUNT RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION HAS NOT IDENTIFIED ANY UNRECOGNIZED TAX EXPOSURES. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURES AS A COMPONENT OF INCOME TAX EXPENSE. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF DECEMBER 31, 2020 AND 2019. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 25,428. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 25,428. BLUE JEANS BALL 380286 301191 79095 0 3059 5175 35763 570 6193 380286 301191 79095 3059 5175 35763 570 6193 50760 28335 1 SCHOLARSHIPS PROVIDED TO STUDENTS TO ASSIST IN PAYING FOR THE PARTICULAR COLLEGE'S TUITION 11 30000 PART I, LINE 2: GRANTS TO INDIVIDUALS ARE, WHENEVER POSSIBLE, PAID DIRECTLY TO THE INSTITUTION THAT THE INDIVIDUAL NEEDS THE FUNDS IN ORDER TO PAY (IE SCHOLARSHIPS AND PATIENT ASSISTANCE FUNDS). IN SOME CASES, PATIENT ASSISTANCE FUNDS ARE PAID TO INDIVIDUALS AFTER EXPENSES ARE SUBSTANTIATED WITH PROPER DOCUMENTATION. ORGANIZATIONS WHO RECEIVE GRANTS ARE MONITORED THROUGH PARTICIPATION IN SOME OF THE ORGANIZATIONS' PROGRAMS AND THROUGH MONITORING OF ANNUAL REPORTS AND OTHER OFFICIAL DOCUMENTATION OF PROGRAM ACTIVITY. X X 0 0 0 0 0 0 0 0 0 BROCK YETSO PRESIDENT AND CEO 160554 0 7500 0 0 0 4817 0 547 0 173418 0 0 0 PART I, LINE 3 THE CEO'S BONUS IS AT THE DISCRETION OF THE EXECUTIVE COMMITTEE AND IS BASED ON 2019 PERFORMANCE. FORM 990, PART VI, SECTION A, LINE 2 DOUG ULMAN AND DIANA ULMAN ARE BOTH ON THE BOARD OF DIRECTORS FOR THE ORGANIZATION. DIANA ULMAN IS DOUG ULMAN'S MOTHER. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT MAINTAIN MINUTES FROM MEETINGS HELD BY THE BOARD COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED BY EMAIL TO ALL DIRECTORS, THEN PRESENTED AND REVIEWED BY THE UCF TREASURER AT A SUBSEQUENT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM PRIOR TO SERVICE. THEY ARE UPDATED EVERY 2 YEARS WHEN DIRECTORS RENEW THEIR TERMS OR EVERY YEAR WHEN EMPLOYEES RECEIVE A REVIEW. WE CONSISTENTLY REVIEW BOARD AND STAFF CONFLICTS DURING REGULAR BUSINESS OPERATIONS AND DECISION MAKING. ANY CONFLICTS ARE BROUGHT TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR DISPOSITION. THE EXECUTIVE COMMITTEE WILL MAKE A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND WHAT ACTION, IF ANY, IS APPROPRIATE. THE EXECUTIVE COMMITTEE WILL REPORT THE RESULTS OF THE DELIBERATION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE CEO REVIEWS AND DETERMINES COMPENSATION FOR THE COO BASED ON PERFORMANCE METRICS, ANNUAL REVIEWS, AND COMPARABLE DATA. THE BOARD DETERMINES COMPENSATION FOR THE CEO USING COMPARABLE DATA, PERFORMANCE METRICS, AND ANNUAL REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE ORGANIZATIONS OVERSIGHT PROCEDURES.