2019-11-12T13:23:27-06:00 2018-12-31 952089835 BARTLETT PRINGLE & WOLF LLP 1123 CHAPALA ST PO BOX 90860 SANTA BARBARA CA 931900860 990 2018-01-01 952158727 CANCER FOUNDATION OF SANTA BARBARA CANC 8056827300 601 WEST JUNIPERO SANTA BARBARA CA 931054311 LORI WILLIS EXECUTIVE DIRECTOR 8055635880 2019-11-12 1 JOHN BRITTON P00290353 8059637811 64.88.174.3 2019-11-12 09:24:32 PS P 7E5940AC407C02307AB646368FE5DA0DEF8169B7 877EDC5148BF586581C0EBDE6C3CD70198AFBF95 2018 2020-04-17 16:48:07Z LORI WILLIS 601 WEST JUNIPERO SANTA BARBARA CA 93105 35564136 0 X WWW.CFSB.ORG X 1949 CA TO BE A NON-PROFIT FUNDRAISING AND GRANT MAKING ORGANIZATION DEDICATED TO CANCER CARE IN SANTA BARBARA COUNTY.THE ORGANIZATION IS FOCUSED ON FUNDRAISING AND PROVIDING GRANTS TO THE RIDLEY-TREE CANCER CENTER AT SANSUM CLINIC. 21 21 6 25 0 0 11781091 4715379 3420 200 -435158 947997 1742463 1388900 13091816 7052476 8701294 3725153 0 0 747794 397445 0 0 522994 1818369 2554364 11267457 6676962 1824359 375514 125150803 119105644 3275330 2446951 121875473 116658693 X THE CANCER FOUNDATION IS THE LEADING SPONSOR AND LARGEST DONOR TO THE RIDLEY-TREE CANCER CENTER AT SANSUM CLINIC, THE LARGEST PROVIDER OF CANCER CARE ON THE CENTRAL COAST. EACH YEAR, THE FOUNDATION COMMITS A MINIMUM OF 85% (UP TO 100%) OF THE PROCEEDS FROM THE FOUNDATION'S ENDOWMENT AND FUNDRAISING EFFORTS TO SUPPORT CANCER DIAGNOSIS, TREATMENT, RESEARCH, TECHNOLOGY, AND SUPPORT PROGRAMS IN OUR AREA. THE REMAINING 15% MAY BE USED TO SUPPORT OTHER CANCER RELATED PROGRAMS IN SANTA BARBARA COUNTY. HISTORICALLY, THESE HAVE INCLUDED ONCOLOGY BENCHMARK RESEARCH AT UCSB, PEDIATRIC CANCER CARE, AND NAVIGATORS AT COTTAGE HEALTH SYSTEM. ALL OF FOUNDATION PROCEEDS MUST BE USED TO SUPPORT CANCER CARE IN THE COMMUNITY. 0 0 5067629 3725153 2335317 TO ENSURE SANTA BARBARA REMAINS IN THE VANGUARD OF CANCER CARE, THE CANCER FOUNDATION RAISES AND DISTRIBUTES MILLIONS OF DOLLARS EACH YEAR TO THE RIDLEY-TREE CANCER CENTER AT SANSUM CLINIC, ALLOWING THE CENTER TO DELIVER A HIGHER LEVEL OF CARE THAN WOULD OTHERWISE BE POSSIBLE IN A COMMUNITY OF OUR SIZE, ON PAR WITH SOME OF THE MOST RENOWNED CANCER CENTERS IN THE US. THE CANCER FOUNDATION CONTRIBUTED OVER $3.6 MILLION IN 2018 TO THE RIDLEY-TREE CANCER CENTER WITH SANSUM CLINIC. 5067629 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 6 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ALEX BAUER 8056817718 470 S PATTERSON AVE SANTA BARBARA CA 93111 FRANK FOSTER CHAIRMAN 2.00 X X 0 0 0 SUE BIRCH VICE CHAIRMAN 2.00 X X 0 0 0 ART MEROVICK SECRETARY 2.00 X X 0 0 0 STEVE MCHUGH TREASURER 2.00 X X 0 0 0 BRIER TURPIN ALLEBRAND TRUSTEE 2.00 X 0 0 0 DENNY BACON TRUSTEE 2.00 X 0 0 0 KRISTEN BLABEY TRUSTEE 2.00 X 0 0 0 C MICHAEL COONEY TRUSTEE 2.00 X 0 0 0 SHANE COTTER MD TRUSTEE 2.00 X 0 0 0 DAVID GROTENHUIS TRUSTEE 2.00 X 0 0 0 VICKI HAZARD TRUSTEE 2.00 X 0 0 0 JULIE HENLEY TRUSTEE 2.00 X 0 0 0 PRISCILLA HIGGINS PHD TRUSTEE 2.00 X 0 0 0 FRED KASS MD TRUSTEE 2.00 X 0 0 0 PATTY MACFARLANE TRUSTEE 2.00 X 0 0 0 WILLIAM MEEKER TRUSTEE 2.00 X 0 0 0 VAL MONTGOMERY TRUSTEE 2.00 X 0 0 0 CHARLES PETERSEN TRUSTEE 2.00 X 0 0 0 KIMBERLY SCHIZAS TRUSTEE 2.00 X 0 0 0 JANET SMITH TRUSTEE 2.00 X 0 0 0 THOMAS H WEISENBURGER MD TRUSTEE 2.00 X 0 0 0 LORI WILLIS EXECUTIVE DIRECTOR 40.00 X 131502 0 0 131502 0 0 1 0 0 0 GL BRUNO ASSOCIATES 855 M STREET FRESNO CA 93721 CONSTRUCTION SERVICES 1895473 ARMSTRONG ASSOCIATES INC 1825 STATE ST 202 SANTA BARBARA CA 93101 REMODEL SERVICES 334541 SANSUM CLINIC 470 S PATTERSON AVE SANTA BARBARA CA 93111 ADMINISTRATIVE SERVICES 290917 CANTERBURY CONSULTING INC 610 NEWPORT CENTER DR 500 NEWPORT BEACH CA 92660 CONSULTING SERVICES 121671 4 209713 4505666 179730 4715379 OTHER OPERATING REVENUE 621400 200 200 200 964573 964573 1387120 0 1387120 1387120 1387120 28460204 28476780 -16576 -16576 -16576 36660 209713 34880 1780 1780 7052476 2335317 0 1780 3697066 3697066 28087 28087 131502 32876 39451 59175 166361 3327 53236 109798 14624 1755 4533 8336 61245 7349 18986 34910 23713 2846 7351 13516 289 289 45239 45239 164602 86590 78012 62149 3460 6494 52195 14498 14498 590 256 334 8676 8676 1849805 1276365 573440 55070 55070 INVESTMENT FEES 181516 181516 DIRECT EXPENSES OF FUND 58296 58296 PRINTING & PUBLICATIONS 47834 755 47079 SERVICE FEES 31436 12807 18629 34364 326 34038 6676962 5067629 1086339 522994 1648379 2006660 231464 240597 11206299 7491968 81164 69717 600000 600000 494746 481603 69025082 11865810 57586957 57159272 34860104 31676140 5272476 5810849 13169214 13568838 125150803 119105644 1199072 257232 2076258 2189719 3275330 2446951 X 95684267 91771020 17538341 17000166 8652865 7887507 121875473 116658693 125150803 119105644 X 375514 -4000013 -1592281 X X 0 1 X 1 0 X 4906701 18561439 13243517 11598052 4443426 52753135 4906701 18561439 13243517 11598052 4443426 52753135 11847151 40905984 3345011 2803257 2665512 2633901 2351693 13799374 66552509 0.61460 0.64210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 38450076 273596 -3966881 -282391 34474400 54700292 9480996 5245230 30976442 38450076 64983664 4686730 2561081 17531183 54700292 53482777 19264264 -2902662 4860715 64983664 57120732 138561 2180345 5956861 53482777 0.62000 0.22900 0.15100 0 0 12452051 12452051 42840595 1773176 41067419 5319571 3555740 1763831 7225297 6536894 688403 1187568 1187568 57159272 CHARITABLE REMAINDER TRUSTS 780815 PERPETUAL INCOME INTEREST 3635458 ASSETS HELD IN CRT 9152565 13568838 CHARITABLE REMAINDER TRUSTS 2189719 2189719 X 3052463 -4000013 -4000013 7052476 0 7052476 6676962 0 6676962 0 6676962 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. THE FOUNDATION'S INFORMATIONAL RETURNS FILED IN THE U.S. FEDERAL AND CALIFORNIA JURISDICTIONS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. AS A RESULT, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2014. BARBARA IRELAND WALK 50026 39846 10180 19022 CANCER CENTER WALK/RUN 196347 169867 26480 15858 0 246373 209713 36660 34880 34880 1780 1 SANTA BARBARA COTTAGE HOSPITAL 400 W PUEBLO ST SANTA BARBARA CA 93105 951644629 501(C)(3) 64392 FAIR MARKET VALUE PEDIATRIC ONCOLOGY AND GENERAL CANCER CARE SANSUM CLINIC 470 S PATTERSON SANTA BARBARA CA 93111 956419205 501(C)(3) 3614158 FAIR MARKET VALUE DIAGNOSING, TREATING, RESEARCHING, & GENERAL CANCER CARE UNIVERSITY OF CALIFORNIA SANTA BARBARA 3227 CHEADLE HALL SANTA BARBARA CA 93106 956006145 501(C)(3) 10000 FAIR MARKET VALUE RESEARCH FELLOWSHIP, MENTORSHIP & GENERAL CANCER RESEARCH CAMP KESEM FOR KIDS 1111 CHAPALA ST SUITE 200 SANTA BARBARA CA 93101 510454157 501(C)(3) 5616 FAIR MARKET VALUE PROVIDE FINANCIAL SUPPORT TO FAMILIES OF CHILDREN WITH CANCER TO SUMMER CAMP 4 0 MEDICAL TREATMENT COSTS 9 23555 FAIR MARKET VALUE PART I, LINE 2: SPECIFIC ASSISTANCE IS GIVEN TO INDIGENT CANCER PATIENTS TO ASSIST THEM WITH ANCILLARY COSTS DURING TREATMENT. ASSISTANCE IS IN CONJUNCTION WITH THE CENTER'S CHARITY CARE POLICY AND IS COORDINATED THROUGH THE SOCIAL SERVICES DEPARTMENT. SPECIFIC ASSISTANCE INCLUDES TRANSPORTATION REIMBURSEMENT TO THE TREATMENT FACILITY, LODGING, FOOD, EXERCISE PROGRAMS, MEDICAL SUPPLIES AND SUPPORT GROUP COSTS. X 7 179730 HI LO METHOD 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS DISTRIBUTED TO THE BOARD FINANCE COMMITTEE PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER MUST SIGN ACKNOWLEDGEMENT THAT HE/SHE HAS READ AND UNDERSTOOD THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND AGREES TO COMPLY WITH THE TERMS STATED IN THE POLICY. ANNUALLY, EACH BOARD MEMBER MUST DISCLOSE IN WRITING ANY CONFLICT OF INTEREST IN CONNECTION WITH THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE HUMAN RESOURCES DEPARTMENT PROVIDES COMPARABLE SALARY DATA TO THE BOARD FOR REVIEW AND APPROVAL OF THE EXECUTIVE DIRECTOR'S SALARY AND BENEFIT COMPENSATION PACKAGE. PERIODICALLY, THIS PACKAGE IS REVIEWED BY LEGAL COUNSEL. FORM 990, PART VI, SECTION C, LINE 18 COPIES OF THE FOUNDATION'S 990 NON-PROFIT TAX RETURN ARE AVAILABLE UPON REQUEST OR INSPECTION AT THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST OR INSPECTION AT THE FOUNDATION. FORM 990, PART XI, LINE 9: FUNDRAISING EVENTS 34,880. CHANGE IN VALUE OF INTEREST IN CRTS -1,627,161. FORM 990, PART XII, LINE 2C CANCER FOUNDATION OF SANTA BARBARA HAS NOT CHANGED EITHER THE OVERSIGHT PROCESS OF THE FINANCIAL STATEMENT AUDIT OR SELECTION OF THE INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.