2020-10-09T09:28:38-05:00 2019-12-31 205991824 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2019-01-01 522057636 THE ULMAN CANCER FUND FOR YOUNG ADULTS ULMA 4109640202 1215 EAST FORT AVENUE NO 104 BALTIMORE MD 21230 BROCK YETSO PRESIDENT AND CEO 4109640202 2020-10-08 1 MIKE YOUNG P00236952 4104031500 2020-10-07 76.100.73.190 2020-10-08 14:17:01 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0D4461F916D513B3B03BFB10511425154532CAA7 2019 2021-01-29 14:40:06Z BROCK YETSO 1215 EAST FORT AVENUE NO 104 BALTIMORE MD 21230 2624967 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. 29 29 29 500 0 0 3638475 2176633 0 83346 7806 30524 115968 82437 3762249 2372940 62591 68940 0 0 1416030 1326554 0 0 304983 1401640 1389089 2880261 2784583 881988 -411643 4788116 4436206 1280884 1295992 3507232 3140214 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. 1 0 822685 68940 THE ULMAN FOUNDATION OFFERS PROGRAM SERVICES WHICH HAVE A COMMON GOAL OF RAISING CANCER AWARENESS AND PROVIDING YOUNG ADULTS WITH SUPPORT AND OUTREACH. THE PROGRAMS AND EVENTS HELD IN THE CURRENT YEAR CONSISTED OF A SCHOLARSHIP PROGRAM, BOYAA YOUNG ADULT SERVICE OUTREACH, GAME CHANGERS YOUNG ADULT SERVICE OUTREACH AND PARTNERED EVENTS WITH OTHER ORGANIZATIONS. 687694 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. 323285 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. 241819 83346 THE PATIENT NAVIGATION PROGRAM WAS DESIGNED TO HELP YOUNG ADULTS MANAGE THE SPECIAL CONCERNS AND NEEDS OF BEING A YOUNG ADULT AND DEALING WITH CANCER. THE ULMAN PATIENT NAVIGATION PROGRAM WOKS 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. 241819 83346 2075483 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 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 10 0 29 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 MD X BROCK YETSO 4109640202 1215 EAST FORT AVENUE SUITE 104 BALTIMORE MD 21230 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 JENNIFER PARKER SECRETARY 1.50 X X 0 0 0 NERI COHEN MD MEMBER AT LARGE 1.50 X 0 0 0 MEGAN COLLINS MEMBER AT LARGE PART YEAR 1.50 X 0 0 0 DANIEL CONDON MEMBER AT LARGE 1.50 X 0 0 0 CHARLES CONNOR III ESQ MEMBER AT LARGE 1.50 X 0 0 0 KENNETH COOKE MEMBER AT LARGE 1.50 X 0 0 0 CHRISTIAN DEAN MEMBER AT LARGE PART YEAR 1.50 X 0 0 0 JAMES INGRAM MEMBER AT LARGE 1.50 X 0 0 0 SHAWN KOHN MEMBER AT LARGE PART YEAR 1.50 X 0 0 0 JESS MARTIN 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 MATTHEW NESBITT 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 WES SIMS MEMBER AT LARGE 1.50 X 0 0 0 CHRISTOPHER SPROULE MEMBER AT LARGE 1.50 X 0 0 0 JESSICA TANNER MEMBER AT LARGE PART YEAR 1.50 X 0 0 0 MICHAEL TIRONE MEMBER AT LARGE 1.50 X 0 0 0 JENNIFER TRICE 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 SCOTT VIETH MEMBER AT LARGE 1.50 X 0 0 0 JAMES WOOD MEMBER AT LARGE 1.50 X 0 0 0 BROCK YETSO CHIEF EXECUTIVE OFFICER 40.00 X 174764 0 5483 BRIAN SATOLA CHIEF OPERATING OFFICER PART YEAR 40.00 X 51790 0 7789 226554 0 13272 1 0 1 0 MCS FORT AVE LLC 1500 WHETSTONE WAY SUITE 101 BALTIMORE MD 21202 RENT VIA OPERATING LEASE 137890 RBS CONSULTING 1301 ALICEANNA STREET 1612 BALTIMORE MD 21202 MANAGEMENT CONSULTING SERVICES 117000 2 1469 338329 1836835 30097 2176633 PATIENT NAVIATION - EX 621300 83346 83346 83346 13454 13454 57997 29237 28760 28760 28760 152036 133354 1612 18682 -1612 17070 17070 139619 338329 87824 51795 51795 OTHER REVENUE 900099 1882 1882 1882 2372940 83346 0 112961 23940 23940 45000 45000 239826 185812 26233 27781 848595 657471 92824 98300 36266 28346 4281 3639 116661 73387 34144 9130 85206 64705 11266 9235 118076 39390 40076 38610 950 950 42058 42058 4163 4163 39784 25672 14112 30915 24008 2817 4090 32879 25741 2832 4306 123882 101181 10599 12102 7196 3457 102 3637 22856 16762 600 5494 46636 44260 1188 1188 90854 86225 2315 2314 33372 26780 3363 3229 COMMUNITY OUTREACH 603390 545526 399 57465 BAD DEBTS 115648 115648 BANK CHARGES 64606 48065 7777 8764 DUES AND SUBSCRIPTIONS 8154 6085 482 1587 3670 3670 2784583 2075483 404117 304983 1122709 1176619 959192 505546 30470 35486 66992 83492 2395595 167105 2269633 2228490 336828 404281 2292 2292 4788116 4436206 137533 102660 223254 267492 920097 925840 1280884 1295992 X 1207727 2506523 2299505 633691 3507232 3140214 4788116 4436206 -411643 47210 -2585 0 X X 0 1 X 1 0 X 3243175 3492423 2546382 3638475 2176633 15097088 3243175 3492423 2546382 3638475 2176633 15097088 15097088 36282 54004 56582 62209 71451 280528 192387 141501 333888 15711504 90685 0.96090 0.98460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2018 AMOUNT: $ 5,192. 2019 AMOUNT: $ 1,882. FUNDRIASING EVENTS GROSS INCOME - 2018 AMOUNT: $ 187,195. 2019 AMOUNT: $ 139,619. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2128972 54382 2074590 5818 4062 1756 260805 108661 152144 2228490 CAPITAL LEASE OBLIGATION 11580 NOTE PAYABLE 899306 DEFERRED RENT 14954 925840 X 2455399 47210 10175 29237 86622 2368777 4163 4163 2372940 2819832 10175 29237 39412 2780420 4163 4163 2784583 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, 2019 AND 2018. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROPORTIONATE SHARE OF SUBLEASE RENTAL INCOME RENT EXPENSE 29,237. PART XII, LINE 2D - OTHER ADJUSTMENTS: PROPORTIONATE SHARE OF RENTAL EXPENSE RELATED TO SUBLEASE RENTAL INCOME 29,237. BLUE JEANS BALL 266306 168765 97541 0 2116 8062 26775 650 1518 FIGHT NIGHT 114027 100842 13185 0 2187 12000 16940 0 1260 9 97615 68722 28893 0 2548 5720 8048 0 0 477948 338329 139619 6851 25782 51763 650 2778 87824 51795 1 AMYSTRONG FOUNDATION 8008 BATTERSEA PLACE SEVERN MD 21144 475307452 501C3 10000 SCHOLARSHIPS AND PATIENT ASSISTANCE PIKESVILLE CHAMBER OF COMMERCE 7 CHURCH LANE SUITE 6 PIKESVILLE MD 21208 521263505 501C6 13940 SCHOLARSHIPS AND PATIENT ASSISTANCE 1 1 SCHOLARSHIPS PROVIDED TO STUDENTS TO ASSIST IN PAYING FOR THE PARTICULAR COLLEGE'S TUTITION 12 45000 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 PROGRAMATIC ACTIVITY. X 0 0 0 0 0 0 0 0 0 BROCK YETSO CHIEF EXECUTIVE OFFICER 154764 0 20000 0 0 0 4643 0 840 0 180247 0 0 0 RBS CONSULTING THE PRINCIPAL OF RBS CONSULTING SERVED AS THE COO FOR A PORTION OF THE YEAR 117000 THE FOUNDATION ENTERED INTO AN AGREEMENT WITH RBS CONSULTING FOR MANAGEMENT CONSULTING SERVICES. THE TRANSACTION WAS AT ARMS LENGTH, WHICH IS THE FAIR MARKET VALUE OF THE SERVICES PROVIDED BY RBS CONSULTING. 0 X 2 30097 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART III, LINE 2 IN 2019, THE ULMAN FOUNDATION ENTERED A NEW PHASE OF PURSUING ITS MISSION BY OPENING ULMAN HOUSE, A HOME AWAY FROM HOME FOR YOUNG ADULTS RECEIVING LIFE-SAVING TREATMENT IN THE BALTIMORE AREA. 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 8A THE ORGANIZATION DID NOT MAINTAIN MINUTES FROM MEETINGS HELD BY THE BOARD OF DIRECTORS. ANY ACTIONS TO BE UNDERTAKEN WERE COMMUNICATED TO MANAGEMENT VERBALLY OR ELECTRONICALLY. 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 ORGANIZATIOSN OVERSIGHT PROCEDURES.