2015-09-25T13:43:24-05:00 2014-12-31 521158459 HERTZBACH & COMPANY PA 800 RED BROOK BOULEVARD SUITE 300 OWINGS MILLS MD 21117 990 2014-01-01 522057636 THE ULMAN CANCER FUND FOR YOUNG ADULTS ULMA 4109640202 921 EAST FORT AVENUE NO 325 BALTIMORE MD 21230 BROCK YETSO EXECUTIVE DIRECTOR 4109640202 2015-09-25 1 MARK STEINBERG P01345125 4103633200 2014 2016-03-07 17:11:31Z BROCK YETSO 921 EAST FORT AVENUE SUITE 325 BALTIMORE MD 21230 3046099 0 X WWW.ULMANFUND.ORG X 1997 MD TO ENHANCE LIVES BY SUPPORTING, EDUCATING AND CONNECTING YOUNG ADULTS, AND THEIR LOVED ONES AFFECTED BY CANCER. 17 16 23 1500 -1033 0 1811487 2839934 0 0 1572 17855 158945 85232 1972004 2943021 58750 67500 0 0 831548 1058477 0 0 156227 956491 1583989 1846789 2709966 125215 233055 769570 1137178 390431 548844 379139 588334 X A LEADING VOICE IN THE YOUNG ADULT CANCER MOVEMENT, WE ARE WORKING AT A GRASSROOTS LEVEL TO SUPPORT, EDUCATE, CONNECT, AND EMPOWER YOUNG ADULT CANCER SURVIVORS. SINCE INCEPTION IN 1997, WE HAVE BEEN WORKING TIRELESSLY AT BOTH THE COMMUNITY LEVEL AND WITH OUR NATIONAL PARTNERS TO RAISE AWARENESS OF THE YOUNG ADULT CANCER ISSUE AND ENSURE ALL YOUNG ADULTS AND FAMILIES IMPACTED BY CANCER HAVE A VOICE AND THE RESOURCES NECESSARY TO THRIVE. OUR WORK OVER THE YEARS AND TO PRESENT DAY IS GUIDED BY BOTH OUR MISSION, VISION AND VALUES AND PRIORITIES AND GOALS SET FORTH WITHIN OUR STRATEGIC PLAN. 0 0 816307 ONE-ON-ONE PATIENT NAVIGATION: WEBSITE, TOLL-FREE HOTLINE AND FACE-TO-FACE INTERACTION IN CANCER CENTERS PROVIDING SUPPORT AND NAVIGATION SERVICES FOR YOUNG ADULTS AND FAMILIES AFFECTED BY CANCER 1115000 SUPPORT THROUGH SPORT PROGRAMS & EXPERIENCES THAT UNITE PEOPLE AND COMMUNITIES IN THE FIGHT AGAINST CANCER THROUGH SERVICE, EDUCATION AND ACTIVATION: TEAM FIGHT, 4K FOR CANCER, HALF FULL TRIATHLON 315391 67500 UNIVERSITY & COMMUNITY OUTREACH SUPPORT PROGRAMS: COLLEGE SCHOLARSHIPS, 4K FOR CANCER, HELPING OTHERS FIGHT 185524 DIRECT PATIENT SERVICES & SURVIVORSHIP PROGRAMS FOR YOUNG ADULT CANCER SURVIVORS: SUPPORT GROUPS, CANCER TO 5K, GUIDEBOOK, HELPING OTHERS FIGHT, PATIENT ASSISTANCE FUNDS 185524 2432222 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 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 23 1 0 0 0 0 0 1 1 0 0 0 0 X 17 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MD X BROCK YETSO 4109640202 921 EAST FORT AVE SUITE 325 BALTIMORE MD 21230 DIANA ULMAN FOUNDING MEMBER 1.50 X 0 0 0 DOUGLAS ULMAN FOUNDING MEMBER 1.50 X 0 0 0 CHRIS SPROULE VICE CHAIR 1.50 X X 0 0 0 LARRY LETOW CHAIRMAN 1.50 X X 0 0 0 ANDY VELIUONA SECRETARY 1.50 X X 0 0 0 BLAIR HILL TREASURER 1.50 X X 0 0 0 CHRIS ZHALIS DIRECTOR 1.50 X 0 0 0 JIM WOOD DIRECTOR 1.50 X 0 0 0 RYAN HANLEY DIRECTOR 1.50 X 0 0 0 JESSICA TANNER DIRECTOR 1.50 X 0 0 0 GWYN REECE DIRECTOR 1.50 X 0 0 0 MICHAEL SILVERMAN DIRECTOR 1.50 X 0 0 0 RICH WALEGA DIRECTOR 1.50 X 0 0 0 KIM SHERIDAN DIRECTOR 1.50 X 0 0 0 BARRON STROUD DIRECTOR 1.50 X 0 0 0 GARY LOMBARDO DIRECTOR 1.50 X 0 0 0 CHERYL DUVALL DIRECTOR 1.50 X 0 0 0 BROCK YETSO EXECUTIVE DIRECTOR 40.00 X 122952 0 3689 BRIAN SATOLA CHIEF OPERATING OFFICER 40.00 X 95808 0 2545 218760 0 6234 1 0 0 0 0 136921 2703013 2839934 4818 4818 30000 0 30000 30000 30000 60644 47607 13037 13037 13037 110168 136921 55471 54697 54697 MISC. INCOME 900099 1568 1568 MAGELLAN MIDSTREAM PAR 900099 59 59 GENESIS ENERGY L.P. 900099 -184 -184 -908 -908 535 2943021 1568 -1033 102552 67500 67500 224994 196162 11250 17582 693094 575032 44322 73740 75076 63064 4505 7507 65313 54863 3919 6531 1308 1308 22599 22599 12919 12919 21457 17603 3808 46 108393 99723 4335 4335 75590 74974 616 23162 23118 44 1192 206 986 18941 18941 36210 32390 3820 COMMUNITY OUTREACH 505419 471447 33972 SPECIAL EVENTS - OTHER 289517 289517 TRIATHLON EVENT 212313 212313 BANK CHARGES 76574 74345 2229 178395 165738 2988 9669 2709966 2432222 121517 156227 391937 711970 13500 3574 1250 23701 86269 124443 56892 94881 67551 237961 259182 6340 8632 769570 1137178 104727 113855 275480 403839 10224 31150 390431 548844 X 255904 456155 123235 132179 379139 588334 769570 1137178 X 233055 2143 -27036 1033 X X 0 1 X 1 0 X 748113 871093 1296855 1604280 2703013 7223354 748113 871093 1296855 1604280 2703013 7223354 255386 6967968 12642 4620 20303 34953 34818 107336 7330690 0.95050 0.94240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 124443 56892 67551 67551 CAPITAL LEASE OBLIGATIONS 5874 DEFERRED RENT 25276 31150 X 3015655 2143 13998 16141 2999514 -56493 -56493 2943021 2779435 13998 55471 69469 2709966 0 2709966 PART X, LINE 2: THE ORGANIZATION HAS ADOPTED FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. BASED ON ITS EVALUATION, THE ORGANIZATION HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE FINANCIAL STATEMENTS. NO INTEREST OR PENALTIES HAVE BEEN RECORDED AS A RESULT OF TAX UNCERTAINTIES. THE TAX YEARS ENDED DECEMBER 31, 2011 THROUGH DECEMBER 31, 2014 REMAIN OPEN TO EXAMINATION BY TAX JURISDICTIONS TO WHICH THE ORGANIZATION IS SUBJECT. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER MISCELLANEOUS INCOME(LOSS) -1,022. DIRECT EXPENSES OF SPECIAL EVENTS -55,471. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENTS 55,471. SCREW CANCER 64270 43889 20381 450 9546 BLUE JEANS BALL 143858 79034 64824 767 1145 43563 208128 122923 85205 767 1145 450 53109 55471 29734 1 COLLEGE SCHOLARSHIPS 53 67500 PART I, LINE 2: THE ULMAN CANCER FUND FOR YOUNG ADULTS AWARDS COMPETITIVE COLLEGE SCHOLARSHIPS ON AN ANNUAL BASIS IN SEVERAL CATEGORIES TO YOUNG ADULTS WHOSE LIVES HAVE BEEN IMPACTED BY CANCER AND ARE SEEKING HIGHER EDUCATION. APPLICANTS ARE REQUIRED TO COMPLETE AN EXTENSIVE APPLICATION TO BE CONSIDERED AND A REVIEW COMMITTEE CONSISTING OF VOLUNTEERS, UCF STAFF & BOARD AND DONORS REVIEW APPLICATIONS TO SELECT RECIPIENTS. SCHOLARSHIP APPLICATIONS ARE EVALUATED BASED UPON FINANCIAL NEED AND THE APPLICANT'S DEMONSTRATION OF CHARACTER AND POSITIVE SPIRIT IN THE FACE OF A CANCER DIAGNOSIS. RICH WALEGA BOARD MEMBER 30000 SUBLEASE 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF DOUG ULMAN, DIANA ULMAN, LARRY LETOW, CHRISTOPHER SPROULE, BLAIR HILL, AND ANDREW VELIUONA. 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 B, LINE 11 THE 990 IS DISTRIBUTED BY EMAIL TO ALL DIRECTORS AND THEN PRESENTED AND REVIEWED BY THE UCF TREASURER AT A SUBSEQUENT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES & DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM PRIOR TO SERVICE. THEY'RE 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 EXECUTIVE COMMITTEE REVIEWS AND DETERMINES COMPENSATION FOR THE EXECUTIVE DIRECTOR BASED ON PERFORMANCE METRICS, ANNUAL REVIEWS AND COMPARABLE DATA. THE EXECUTIVE DIRECTOR DETERMINES COMPENSATION FOR KEY EMPLOYEES USING COMPARABLE DATA, PERFORMANCE METRICS, AND ANNUAL REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: OTHER MISCELLANEOUS EXPENSES 1,033. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE ORGANIZATION'S OVERSIGHT PROCEDURES. FORM 990, SCHEDULE O ADDITIONAL INFORMATION DURING 2014, THE ORGANIZATION ENTERED INTO AN ASSET TRANSFER AGREEMENT WITH THE COLUMBIA TRIATHLON ASSOCIATION, INC. (CTA), A 501(C)(3) ORGANIZATION. CTA TRANSFERRED ALL OF CTA'S RIGHTS TO OWN AND OPERATE THE COLUMBIA TRIATHLON AND THE IRON GIRL COLUMBIA TRIATHLON IN 2014 AND SUBSEQUENT YEARS, DEPOSITS IN THE AMOUNT OF $175,000 FOR FUTURE EVENTS, AND OTHER PERSONAL PROPERTY WITH NO FAIR MARKET VALUE.