2025-11-11T12:04:42-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 21700 OXNARD ST STE 300 WOODLAND HILLS CA 91367 990 2024-01-01 952158727 CANCER FOUNDATION OF SANTA BARBARA CANC 8088982187 601 WEST JUNIPERO SANTA BARBARA CA 931054311 LORI WILLIS EXECUTIVE DIRECTOR 8058982187 2025-11-10 1 1 LAUREN A HAVERLOCK P00545829 8185771900 2024 2025-03-06 01:10:19Z LORI WILLIS 601 WEST JUNIPERO SANTA BARBARA CA 931054311 32641049 0 X WWW.CFSB.ORG X 1949 CA THE MISSION OF THE CANCER FOUNDATION OF SANTA BARBARA IS TO ENSURE THE AVAILABILITY OF SUPERIOR CANCER CARE AND PATIENT SUPPORT SERVICES FOR ALL RESIDENTS OF SANTA BARBARA COUNTY. THE CANCER FOUNDATION IS THE LEADING FUNDRAISING AND GRANT MAKING INSTITUTION IN SANTA BARBARA COUNTY DEDICATED TO CANCER CARE, AND THE LARGEST FUNDER TO THE RIDLEY-TREE CANCER CENTER AT SANSUM CLINIC NOW PART OF SUTTER HEALTH. 17 17 5 17 0 0 4904666 4352146 1409 1173322 11183598 6485058 1188793 0 17278466 12010526 3700404 3722690 0 0 598038 683148 0 0 775855 3182594 3463647 7481036 7869485 9797430 4141041 150978145 157521262 1319318 678366 149658827 156842896 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 RIDLEY-TREE CANCER CENTER. 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 6156297 3722690 1173322 TO ENSURE SANTA BARBARA REMAINS IN THE VANGUARD OF CANCER CARE, THE CANCER FOUNDATION RAISES AND DISTRIBUTES MILLIONS OF DOLLARS EACH YEAR TO RIDLEY-TREE CANCER CENTER AT SANSUM CLINIC, NOW PART OF SUTTER HEALTH, 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 RENOWED CANCER CENTERS IN THE US. 6156297 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 5 1 0 0 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 X LORI WILLIS 8058982187 601 WEST JUNIPERO SANTA BARBARA CA 93105 LORI WILLIS EXECUTIVE DIRECTOR 40.00 X 214935 0 35904 STEPHANIE CARLYLE DIRECTOR OF PHILANTHROPY 40.00 X 144628 0 36345 KRISTEN BLABEY VICE CHAIR (THRU 04/24), CHAIR (AS OF 04/24) 2.00 X X 0 0 0 STEVE MCHUGH CHAIR (THRU 04/24) 2.00 X X 0 0 0 PRISCILLA HIGGINS PHD VICE CHAIR (AS OF 04/24) 2.00 X X 0 0 0 CAROLA NICHOLSON TREASURER 2.00 X X 0 0 0 KATINA ZANINOVICH SECRETARY 2.00 X X 0 0 0 LESLIE BAINS TRUSTEE (AS OF 02/24) 2.00 X 0 0 0 W CHARLES CONWAY MD TRUSTEE 2.00 X 0 0 0 LARRY DAM TRUSTEE 2.00 X 0 0 0 ARICK FULLER TRUSTEE (AS OF 02/24) 2.00 X 0 0 0 LISA GUADAGNO TRUSTEE (AS OF 02/24) 2.00 X 0 0 0 RAYE HASKELL-MELVILLE TRUSTEE 2.00 X 0 0 0 PATTY MACFARLANE TRUSTEE 2.00 X 0 0 0 WILLIAM MEEKER TRUSTEE (THRU 04/24) 2.00 X 0 0 0 DENISE MONTELL PHD TRUSTEE 2.00 X 0 0 0 RICHARD NAGLER TRUSTEE 2.00 X 0 0 0 RICHARD NORDLUND TRUSTEE 2.00 X 0 0 0 CHARLES PETERSEN TRUSTEE (THRU 04/24) 2.00 X 0 0 0 GEORGE THARAKAN TRUSTEE 2.00 X 0 0 0 DR WARREN SUH TRUSTEE (AS OF 02/24) 2.00 X 0 0 0 RICK WEBER TRUSTEE 2.00 X 0 0 0 359563 0 72249 2 0 1 0 SEI INVESTMENTS PO BOX 945794 ATLANTA GA 30394 INVESTMENT FEES 320866 PRICE POSTEL & PARMA LLP 200 E CARRILLO STREET 400 SANTA BARBARA CA 93101 LEGAL FEES 160203 2 4352146 22238 4352146 RENTAL INCOME 531110 1173322 1173322 1173322 2616972 2616972 24498609 20630523 3868086 3868086 3868086 12010526 1173322 0 6485058 3722690 3722690 250838 31856 79169 139813 290313 36869 91628 161816 29759 3752 9248 16759 74616 6295 24702 43619 37622 3990 11758 21874 161584 161584 133892 6695 60251 66946 270581 270581 146044 5700 50893 89451 38298 38298 55358 363 13219 41776 14292 14292 1755 251 1504 2390841 2298153 92688 56630 56630 EVENTS 133072 35 133037 FOOD & CATERING 26358 5396 20962 BAD DEBT EXPENSE 25050 25050 REPAIRS & MAINTENANCE 9892 592 9300 7869485 6156297 937333 775855 1309585 3758873 450972 7185 14472949 1763984 5803 48163 900000 900000 407287 390559 76924855 19725758 59222287 57199097 60145408 78228135 8715916 9584324 5347938 5640942 150978145 157521262 1319296 678345 22 21 1319318 678366 X 112448339 127771399 37210488 29071497 149658827 156842896 150978145 157521262 X 4141041 2791362 251666 X 0 1 X 1 0 X 3367022 2684303 5405651 4904666 4352146 20713788 3367022 2684303 5405651 4904666 4352146 20713788 3851358 16862430 1797483 2047951 2449876 2925797 2616972 11838079 32551867 1180323 0.51800 0.38190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 53956274 151235 13083053 1684014 65506548 48681074 270813 8539007 3534620 53956274 52540919 6903129 -7294140 3468834 48681074 47462595 757440 4878858 557974 52540919 41531792 2016635 4503438 589270 47462595 0.82285 0.17715 0.00000 0 0 12452051 12452051 45437606 10622458 34815148 11276676 4994357 6282319 7516894 4108943 3407951 241628 241628 57199097 INVESTMENT IN PARTNERSHIP 9584324 F 9584324 OPERATING LEASES PAYABLE, NET OF CURRENT PORTION 21 21 X 14531307 2791362 2791362 11739945 270581 270581 12010526 7598904 0 7598904 270581 270581 7869485 PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. 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 2020. 1 SANSUM CLINIC 470 S PATTERSON SANTA BARBARA CA 93111 956419205 501(C)(3) 3509891 0 GENERAL CANCER CARE SANTA BARBARA COTTAGE HOSPITAL 400 W PUEBLO ST SANTA BARBARA CA 93105 951644629 501(C)(3) 90588 0 PEDIATRIC AND GENERAL CANCER CARE SANTA BARBARA NEIGHBOORHOOD CLINICS 915 N MILPAS SANTA BARBARA CA 93101 770496382 501(C)(3) 66000 0 CANCER PREVENTION AND CARE PROGRAM PAXMAN US 2450 HOLCOMBE BLVD TMC INNOCATION SUITE 210 HOUSTON TX 77021 821601606 20000 0 UCLA COLD CAP PROGRAM SANTA YNEZ COMMUNITY OUTREACH 164 W HWY 246 BUELTON CA 93427 510454157 501(C)(3) 12000 0 MEALS ON WHEELS UCSB UNIVERSITY OF CALIFORNIA SANTA BARBARA SANTA BARBARA CA 93106 956006145 501(C)(3) 12000 0 RESEARCH MENTORSHIP CAMP KESEM 10586 W PICO BOULEVARD 196 LOS ANGELES CA 90064 510454157 501(C)(3) 5536 0 GENERAL SUPPORT 6 0 PART I, LINE 2: THE CANCER FOUNDATION OF SANTA BARBARA REQUIRES MID-YEAR AND END OF YEAR IMPACT REPORTS FROM ITS GRANTEES. THIS INCLUDES A YEAR-END RECONCILIATION OF FUNDS AWARDED. X X 0 0 0 0 0 0 0 1 0 LORI WILLIS EXECUTIVE DIRECTOR 204935 0 10000 0 0 0 30500 0 5404 0 250839 0 0 0 STEPHANIE CARLYLE DIRECTOR OF PHILANTHROPY 134628 0 10000 0 0 0 28200 0 8145 0 180973 0 0 0 PART I, LINE 7 BONUSES ARE DISCRETIONARY AND DETERMINED BY THE BOARD. X 1 20188 FMV X GIFT CARDS 8 1550 FMV X PLANTS 1 500 FMV 0 0 1 0 PART I, COLUMN (B): THE TOTALS REPORTED IN COLUMN (B) REPRESENT THE TOTAL NUMBER OF CONTRIBUTIONS RECEIEVED FOR EACH CATEGORY DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2024. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD FINANCE COMMITTEE REVIEWS THE 990 AND A COPY OF THE 990 WAS DISTRIBUTED TO THE FULL BOARD 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, MANAGEMENT PROVIDES COMPARABLE SALARY DATA TO THE BOARD FOR REVIEW AND APPROVAL OF THE EXECUTIVE DIRECTOR'S SALARY AND BENEFIT COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS AND 990 NON-PROFIT TAX RETURN ARE AVAILABLE UPON REQUEST OR INSPECTION AT THE FOUNDATION IN ADDITION TO BEING POSTED ON THE FOUNDATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST IN CRTS 251,666.