2014-08-12T11:30:26-05:00 2013-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2013-01-01 911893957 THE MAX FOUNDATION MAXF 4257788660 110 WEST DAYTON STREET NO 205 EDMONDS WA 98020 PATRICIA GARCIA-GONZALEZ CEO 4257788660 2014-08-11 1 JANE M SEARING P00000565 4254544919 2014-08-11 2013 2015-11-30 17:44:51Z PATRICIA GARCIA-GONZALEZ 110 WEST DAYTON STREET NO 205 EDMONDS WA 98020 2800980 0 X WWW.THEMAXFOUNDATION.ORG X 1997 WA INCREASE GLOBAL ACCESS TO TREATMENT, CARE, AND SUPPORT FOR PEOPLE LIVING WITH CANCER. 5 4 10 450 0 0 502731 623457 1900935 2169705 3 3467 705 4351 2404374 2800980 46463 114110 0 0 889418 896456 0 0 64636 1281461 1444251 2217342 2454817 187032 346163 1505363 1851526 0 0 1505363 1851526 X THE MAX FOUNDATION IS A GLOBAL HEALTH ORGANIZATION THAT BELIEVES THAT ALL PEOPLE LIVING WITH CANCER HAVE THE RIGHT TO ACCESS THE BEST TREATMENT AND SUPPORT. THROUGH PERSONALIZED ACCESS SERVICES, QUALITY TRAINING AND EDUCATION, AND GLOBAL ADVOCACY EFFORTS, WE AIM TO HELP PEOPLE FACE CANCER WITH DIGNITY AND HOPE. OUR SERVICES ARE GLOBAL AND MULTIFACETED. WE PROVIDE EDUCATION AND TRAINING AT ALL LEVELS OF THE COMMUNITIES IN WHICH WE WORK. BY PARTNERING WITH INDUSTRY, NON-GOVERNMENTAL AGENCIES, HEALTH CARE PROVIDERS, AND NATIONAL CANCER PATIENT ORGANIZATIONS, WE ARE ABLE TO SUPPORT PEOPLE AND PROVIDE EFFECTIVE SOLUTIONS FOR ACCESS TO TREATMENT. THROUGH OUR GLOBAL ADVOCACY EFFORTS, WE WORK TO RAISE AWARENESS OF THE DISEASE AND DRAW ATTENTION TO THE NEEDS OF PEOPLE LIVING WITH CANCER. EVERY YEAR, OUR DEDICATED TEAM HELPS PEOPLE IN MORE THAN 100 COUNTRIES. 0 0 2230475 114110 2169705 A KEY FOCUS OF THE ORGANIZATION IS EXPANDING ACCESS TO INNOVATIVE TREATMENTS FOR CANCER IN LOW AND MIDDLE INCOME COUNTRIES. OUR PRIMARY CLIENT IS A PATIENT AND HIS/HER FAMILY WHO IS ENROLLED IN ONE OF THE ACCESS SOLUTIONS WE DEVELOP OR MANAGE. WE ACT AS HEALTHCARE NAVIGATORS FOR THESE PATIENTS, HELPING THEM WALK THROUGH THE ACCESS PROGRAM ENVIRONMENT. IN ORDER TO OPTIMIZE TREATMENT, WE ALSO PROVIDE EMOTIONAL AND LOGISTICAL SUPPORT AND EDUCATION ONE ON ONE OR IN GROUPS, AND ADVOCATE ON THEIR BEHALF WHEN NEEDED. WE CREATE COMMUNITIES AROUND PATIENTS BY ESTABLISHING AND SUPPORTING PATIENT ORGANIZATIONS, AND SET UP AWARENESS INITIATIVES IN THE PATIENT'S COMMUNITY. WE USE A SOPHISTICATED PROGRAM WEB-ENGINE DEVELOPED IN-HOUSE TO ALLOW US TO CREATE INDIVIDUALIZED PROGRAM LIFE CYCLES TO MEET EACH PATIENT'S NEEDS.IN 2013 THE ORGANIZATION ADMINISTERED SIX UNIQUE PATIENT-ORIENTED PROGRAMS OF DIVERSE SCOPE AND FOCUS, IN PARTNERSHIP WITH INDUSTRY, GOVERNMENT AND PHYSICIANS IN 82 COUNTRIES, HELPING MORE THEN 35,000 PATIENTS. THROUGH A PATIENT HELPLINE, WE SERVED 25,109 PATIENTS IN OVER 121 COUNTRIES WITH COUNSELING AND EMOTIONAL SUPPORT, PROVIDED ADVOCACY SERVICES TO 6,470 PATIENTS IN 87 COUNTRIES AND INFORMATIONAL REFERRALS TO 3,941 PATIENTS IN 54 COUNTRIES. 2230475 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 2 0 1 10 1 0 1 IN MY AR 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X PATRICIA GARCIA-GONZALEZ 4257788660 110 WEST DAYTON AVENUE SUITE 205 EDMONDS WA 98020 KENNETH WEYANT TREASURER 2.00 0.00 X X 0 0 0 TRACEY HIGGINS VICE PRESIDENT 3.00 0.00 X X 0 0 0 ROBERT FARMER SECRETARY 2.00 0.00 X X 0 0 0 JAMES LUMSDEN DIRECTOR 2.00 0.00 X 0 0 0 PATRICIA GARCIA-GONZALEZ CEO 50.00 10.00 X X 168414 0 10080 168414 0 10080 1 0 1 0 0 623457 9364 623457 PATIENT CARE 624100 2169705 2169705 2169705 3467 3467 68 68 REIMBURSEMENTS 900099 4283 4283 4283 2800980 2169705 0 7818 X 2100 2100 112010 112010 178494 160644 8925 8925 581891 523703 29094 29094 79287 71359 3964 3964 56784 51106 2839 2839 569 569 17734 17734 5550 5550 10674 5337 1067 4270 45700 30731 14945 24 5796 5332 464 47554 43750 3804 88918 80026 8892 7105 7105 11652 10720 932 3600 3600 MAXSTATION CONTRACTORS 776009 706167 54322 15520 EDUCATIONAL PROJECTS 242294 242294 MEDICAL EQUIPMENT 179890 178091 1799 STATE B & O TAXES 1206 1206 2454817 2230475 159706 64636 1466975 1798312 3844 7824 0 969 0 17970 154204 131784 30912 22420 3632 4031 1505363 1851526 0 0 X 1505363 1851526 1505363 1851526 1505363 1851526 346163 0 X X 1 X 0 1 0 X 53242 190352 84917 502731 623457 1454699 53242 190352 84917 502731 623457 1454699 857996 596703 3 3535 3538 1458237 9772374 0.40920 0.29160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 154204 131784 22420 22420 1 CENTRAL AMERICA AND THE CARIBBEAN 2 2 PROGRAM SRVCS, GRANTS PATIENT SUPPORT ACTIVITIES 57000 EAST ASIA AND THE PACIFIC 4 10 PROGRAM SRVCS, GRANTS PATIENT SUPPORT ACTIVITIES 329000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS PATIENT GROUP GRANTS 9100 NORTH AMERICA 2 4 PROGRAM SRVCS, GRANTS PATIENT SUPPORT ACTIVITIES 55000 SUB-SAHARAN AFRICA 1 1 PROGRAM SRVCS, GRANTS PATIENT SUPPORT ACTIVITIES 89000 SOUTH AMERICA 2 4 PROGRAM SRVCS, GRANTS PATIENT SUPPORT ACTIVITIES 111000 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS PATIENT GROUP GRANTS 12000 RUSSIA & THE NEWLY INDEPENDENT STATES 1 1 PROGRAM SRVCS, GRANTS PATIENT SUPPORT ACTIVITIES 21000 SOUTH ASIA 2 20 PROGRAM SRVCS, GRANTS PATIENT SUPPORT ACTIVITIES 266000 12 22 2 20 14 42 683100 266000 949100 SOUTH AMERICA SUPPORT PATIENT EDUCATION PROGRAMS 2100 WIRE TRANSFER 3327 CHILDREN'S BOOKS, PROGRAM MATERIALS FAIR MARKET VALUE SOUTH AMERICA SUPPORT PATIENT EDUCATION PROGRAMS 1500 WIRE TRANSFER 3806 CHILDREN'S BOOKS, PROGRAM MATERIALS FAIR MARKET VALUE 2 0 0 1 0 0 0 PART I, LINE 2: PROTOCOL FOR GRANTMAKING 1.THE PROGRAM OFFICER MAKING GRANT REQUESTS WILL NEED TO DETERMINE WHO IS DIRECTLY INVOLVED IN THE EXCHANGE OF FUNDS. A) IF FUNDS GO DIRECTLY TO THE PATIENT OR THE PATIENT'S FAMILY, THE PATIENT NAME IS CHECKED AGAINST THE SPECIALLY DESIGNATED NATIONALS LIST (SDN). B) IF FUNDS GO DIRECTLY TO A LABORATORY, THE NAME OF THE LABORATORY AND THE INDIVIDUAL RECEIVING THE FUNDS ARE CHECKED. LIKEWISE, IF IT IS A BANK, THE NAME OF THE BANK AND THE INDIVIDUAL NAME ON THE ACCOUNT ARE CHECKED. C) OUR REGIONAL STAFF MEMBERS UNDERGO A RIGOROUS HIRING PROCESS. IN ADDITION, MS STAFF ARE PERIODICALLY CHECKED AGAINST THE SDN LIST. HOWEVER, IF FUNDS MOVE THROUGH THE HANDS OF MS STAFF TO OTHER INDIVIDUALS OR ENTITIES, THE TRANSACTION IS SUBJECT TO THE SAME PROTOCOL. MS STAFF INDICATE THE INDIVIDUAL OR ENTITY THAT IS DIRECTLY INVOLVED IN THE EXCHANGE OF FUNDS. 2. PROGRAM OFFICERS REVIEW THE SDN LIST AND OFAC COUNTRY SANCTIONS TO DETERMINE IF: A) THE PATIENT OR INDIVIDUAL APPEARS ON THE SDN LIST. B) THE PATIENT OR INDIVIDUAL RESIDES IN A SANCTIONED OFAC COUNTRY THAT LIMITS THIS GRANT. 3. THE INDIVIDUAL PATIENT GRANTS FORM INDICATES WHICH NAME(S) WERE CROSS-REFERENCED WITH THE SDN LIST. 4. IF THE PATIENT OR COUNTRY SHOWS UP ON EITHER LIST, IT WILL BE BROUGHT TO THE CEO AND THE CEO ASSISTANT'S ATTENTION AND THE PROGRAM OFFICER WILL BE GIVEN INSTRUCTIONS ON HOW TO INFORM THE MAX STATION AND THE PROPOSED RECIPIENT THAT THE GRANT IS DENIED. PART I, LINE 3: THE EXPENDITURES REPORTED ON SCHEDULE F, PART I, LINE 3 ARE ON THE MODIFIED CASH BASIS OF ACCOUNTING. X X X 0 0 0 0 0 0 0 0 0 PATRICIA GARCIA-GONZALEZ CEO 158414 0 10000 0 0 0 0 0 10080 0 178494 0 0 0 INES GARCIA-GONZALEZ SEE PART V 41600 SEE PART V 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: INES GARCIA GONZALEZ(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF PATRICIA GARCIA-GONZALEZ, CEO.(D) DESCRIPTION OF TRANSACTION: EMPLOYMENT FORM 990, PART I, LINE 6, VOLUNTEERS: WE ORGANIZED PATIENT SUPPORT AND EDUCATION EVENTS IN 35 COUNTRIES, WITH AN AVERAGE OF 10 VOLUNTEERS PER COUNTRY. INDIA HAD 21 EVENTS AND 100 VOLUNTEERS. MALAYSIA HAD 19 EVENTS AND 20 VOLUNTEERS. EACH VOLUNTEER AVERAGES 10 VOLUNTEER HOURS PER EVENT. FORM 990, PART VI, SECTION B, LINE 11 THE TAX RETURN IS PREPARED BY AN OUTSIDE ACCOUNTANT. AFTER PREPARATION, THE CEO PERFORMS A REVIEW OF THE RETURN. THE RETURN IS THEN FILED WITH THE IRS. A COPY IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS ADOPTED A CONFLICT OF INTEREST POLICY AND THE POLICY IS REVIEWED ON AN ANNUAL BASIS. EACH YEAR, EMPLOYEES AND BOARD MEMBERS MUST REVIEW THE POLICY AND DETERMINE IF ANY CONFLICT OF INTERESTS EXIST. NO BOARD MEMBER MAY VOTE ON ANY MATTER UNDER CONSIDERATION AT A BOARD MEETING IN WHICH SUCH BOARD MEMBER HAS A CONFLICT OF INTEREST. FURTHER, ANY BOARD MEMBER WITH A MATERIAL CONFLICT OF INTEREST IN ANY DECISION SHOULD BE ABSENT FROM THE ROOM DURING THE BOARD'S REVIEW, INCLUDING ITS VOTE, ON THE DECISION IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15A THE CEO HAS A CONTRACT WITH THE BOARD, LAST DATED AND APPROVED ON MAY 28, 2013. IN THIS CONTRACT, A BASE SALARY AND A YEARLY PERCENTAGE INCREASE HAS BEEN ESTABLISHED, AS WELL AS A YEARLY BONUS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART IX, LINE 24A, OTHER EXPENSES: MAXSTATIONS ARE LOCAL CANCER ADVOCATES WHO RECEIVE FUNDS FROM THE MAX FOUNDATION TO MANAGE SPECIFIC PROGRAMS OF THE ORGANIZATION IN THEIR COUNTRIES. MAXSTATIONS ACT AS A LIAISON BETWEEN THE ORGANIZATION AND LOCAL PARTNERS, PROVIDE EMOTIONAL SUPPORT TO PATIENTS AND BUILD LOCAL RESOURCES AROUND CANCER PATIENTS. MAXSTATION MALAYSIA SDN BHD UNIT 1302 LOBBY 1 BLOCK A DAMAN SELANGOR MY PATIENT ORIENTED PROGRAMS MY THE MAX FOUNDATION C -172047 90189 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MAXSTATION MALAYSIA SDN BHD D 382575 CASH