2016-11-08T12:34:48-06:00 2015-12-31 952089835 BARTLETT PRINGLE & WOLF LLP 1123 CHAPALA ST PO BOX 90860 SANTA BARBARA CA 931900860 990 2015-01-01 952158727 CANCER FOUNDATION OF SANTA BARBARA CANC 8056827300 601 WEST JUNIPERO SANTA BARBARA CA 931054311 RICK SCOTT PRESIDENT 8055635880 2016-11-08 1 JOHN BRITTON P00290353 8059637811 2015 2017-02-10 21:41:12Z RICK SCOTT 300 WEST JUNIPERO SANTA BARBARA CA 93105 59854534 0 X WWW.CCSB.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 CANCER CENTER OF SANTA BARBARA WITH SANSUM CLINIC. 17 17 8 41 0 0 4830162 18517349 15045 1758 8584123 2665550 1757592 1749615 15186922 22934272 1980291 3892640 0 0 152830 534374 0 0 568416 2554280 2253200 4687401 6680214 10499521 16254058 91151085 105527509 446779 4258793 90704306 101268716 X THE CANCER FOUNDATION IS THE LEADING SPONSOR AND LARGEST DONOR TO CANCER CENTER OF SANTA BARBARA WITH 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 4700608 3892640 4402714 TO ENSURE SANTA BARBARA REMAINS IN THE VANGUARD OF CANCER CARE, THE CANCER FOUNDATION RAISES AND DISTRIBUTES MILLIONS OF DOLLARS EACH YEAR TO THE CANCER CENTER OF SANTA BARBARA WITH 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 U.S. THE CANCER FOUNDATION CONTRIBUTED OVER $2.9 MILLION IN 2015 TO THE CANCER CENTER OF SANTA BARBARA WITH SANSUM CLINIC AND HAS COMMITTED $2.8 MILLION TO THE CENTER IN 2016. 4700608 1 1 0 0 0 0 0 0 0 1 1 1 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 23 0 8 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CHAD HINE AND RICK SCOTT 8056817700 470 S PATTERSON AVE SANTA BARBARA CA 93111 HUGH BOSS CHAIRMAN 2.00 X X 0 0 0 JIM JACKSON VICE CHAIRMAN 2.00 X X 0 0 0 ART MEROVICK SECRETARY 2.00 X X 0 0 0 GENE MILLER TREASURER 2.00 X X 0 0 0 STEVE MCHUGH CHAIR EMERITUS 2.00 X 0 0 0 SUE BIRCH TRUSTEE 2.00 X 0 0 0 C MICHAEL COONEY TRUSTEE 2.00 X 0 0 0 FRANK FOSTER TRUSTEE 2.00 X 0 0 0 VICKI HAZARD TRUSTEE 2.00 X 0 0 0 JOEL ROTHMAN PHD TRUSTEE 2.00 X 0 0 0 SHANE COTTER MD TRUSTEE 2.00 X 0 0 0 VAL MONTGOMERY TRUSTEE 2.00 X 0 0 0 LES CHARLES TRUSTEE 2.00 X 0 0 0 TIM METZINGER TRUSTEE 2.00 X 0 0 0 TOM WEISENBURGER MD TRUSTEE 2.00 X 0 0 0 FRED KASS MD TRUSTEE 2.00 X 0 0 0 KIMBERLY SCHIZAS TRUSTEE 2.00 X 0 0 0 RICK SCOTT PRESIDENT 40.00 X 144089 0 0 ROBERT DUNTON DIRECTOR OF PHILANTHROPY 40.00 X 127699 0 0 271788 0 0 2 0 0 0 SANSUM CLINIC 470 S PATTERSON AVE SANTA BARBARA CA 93111 GRANTS TO SUPPORT CANCER CARE 4017018 GL BRUNO ASSOCIATES 855 M STREET FRESNO CA 93721 CONSTRUCTION SERVICES 1104850 CANTERBURY CONSULTING INC 660 NEWPORT CENTER DRIVE SUITE 300 NEWPORT BEACH CA 92660 PROFESSIONAL SERVICES 169272 PRICE POSTEL PARMA LLP PO BOX 99 SANTA BARBARA CA 93102 LEGAL SERVICES 103322 4 241025 18276324 177479 18517349 OTHER OPERATING REVENUE 621400 1758 1758 1758 1067214 1067214 1736043 637 1735406 1735406 1735406 38488080 36889744 1598336 1598336 1598336 44090 241025 29881 14209 14209 22934272 4402714 0 14209 3864885 3864885 27755 27755 144089 144089 314110 95996 218114 23597 11925 11672 32127 16385 15742 20451 10431 10020 110898 110898 35992 35992 534185 388542 145643 88235 80129 8106 15792 15792 1212813 782044 430769 55425 55425 DIRECT EXPENSES OF FUND 56405 56405 PRINTING & PUBLICATIONS 47342 169 47173 MISC EXPENSES 31454 25924 329 5201 SERVICE FEES 28447 9726 18721 36212 4593 31619 6680214 4700608 1411190 568416 3420961 4912819 4204699 525976 1417760 7621380 349081 36431 921423 917034 531006 816430 34302150 10739924 21941217 23562226 43650269 46190076 10645198 10161047 4069471 10784090 91151085 105527509 446779 1625239 0 2633554 446779 4258793 X 69076917 70617315 13422375 22878510 8205014 7772891 90704306 101268716 91151085 105527509 X 16254058 -4675295 -1014353 X X 0 1 X 1 0 X 1731785 2160403 4426020 4906701 18561439 31786348 1731785 2160403 4426020 4906701 18561439 31786348 3313644 28472704 2085463 1958136 3112541 3345011 2803257 13304408 45090756 0.63150 0.51390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 53482777 19264264 -2902662 4860715 64983664 57120732 138561 2180345 5956861 53482777 50731963 48047 6575982 235260 57120732 54183379 270554 6794220 10516190 50731963 57052624 428009 -3221064 76190 54183379 0.64400 0.23600 0.12000 0 0 12659702 12659702 4350487 2204610 2145877 5001352 3178512 1822840 7020216 5356802 1663414 5270393 5270393 23562226 INVESTMENT IN PARTNERSHIP 10161047 F 10161047 CHARITABLE REMAINDER TRUSTS 210774 PERPETUAL INCOME INTEREST 3366967 ASSETS HELD IN CRT 7206349 10784090 CHARITABLE REMAINDER TRUSTS 2633554 2633554 X 18258977 -4675295 -4675295 22934272 0 22934272 6680214 0 6680214 0 6680214 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 2011. BARBARA IRELAND WALK 69635 57310 12325 14231 CANCER CENTER WALK/RUN 215480 183715 31765 15650 0 285115 241025 44090 29881 29881 14209 1 SANTA BARBARA COTTAGE HOSPITAL 400 W PUEBLO ST SANTA BARBARA CA 93105 951644629 501(C)(3) 91068 FAIR MARKET VALUE PEDIATRIC ONCOLOGY AND GENERAL SERVICES SANSUM CLINIC 470 S PATTERSON SANTA BARBARA CA 93111 956419205 501(C)(3) 3718817 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, MONTORSHIP & GENERAL SERVICES TEDDY BEAR CANCER FOUNDATION 2320 BATH ST SANTA BARBARA CA 93105 141872081 501(C)(3) 45000 FAIR MARKET VALUE PROVIDE FINANCIAL SUPPORT TO FAMILIES OF CHILDREN WITH CANCER 4 0 MEDICAL TREATMENT COSTS 7 27755 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 12 209944 HI LO METHOD X 1 429718 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: PROPERTY LISTING AND SELLING; COLDWELL BANKER RESIDENTIAL BROKERAGE-CAL BRE LIC #00616212/#00771422 FORM 990, PART VI, SECTION B, LINE 11 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 PRESIDENT'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 29,881. RENTAL EXPENSE 637. CHANGE IN VALUE OF INTEREST IN CRTS -1,044,871. 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.