EXECUTIVE DIRECTOR

2013-11-15T13:42:29-06:00 2012-12-31 521158459 HERTZBACH & COMPANY PA 800 RED BROOK BOULEVARD SUITE 300 OWINGS MILLS MD 21117 990 2012-01-01 522057636 THE ULMAN CANCER FUND FOR YOUNG ADULTS ULMA 4109640202 921 EAST FORT AVENUE NO 325 BALTIMORE MD 21230 BROCK YETSO EXECUTIVE DIRECTOR 4109640202 2013-11-15 1 MARK STEINBERG P01345125 4103633200 2012 2016-02-25 16:41:14Z BROCK YETSO 921 EAST FORT AVENUE SUITE 325 BALTIMORE MD 21230 1777489 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 24 24 21 1400 -1291 0 871093 1296855 0 0 -1562 -30794 185089 198669 1054620 1464730 49750 39500 0 0 444130 626661 0 0 120373 560166 859992 1054046 1526153 574 -61423 488796 552014 146873 290904 341923 261110 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 623648 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 376787 EDUCATIONAL, AWARENESS & ACTIVATION EFFORTS TO EMPOWER AND INFORM PUBLIC ABOUT YOUNG ADULT CANCER ISSUE: TEAM FIGHT, 4K FOR CANCER, HALF FULL TRIATHLON 220875 39500 UNIVERSITY OUTREACH & SUPPORT PROGRAMS: COLLEGE SCHOLARSHIPS, 4K FOR CANCER, CAMPUS GROUPS 77956 SUPPORT GROUPS & SURVIVORSHIP PROGRAMS FOR YOUNG ADULT CANCER SURVIVORS: SUPPORT GROUPS, CANCER TO 5K, GUIDEBOOK, PATIENT ASSISTANCE FUNDS 77956 1299266 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 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 21 1 0 0 0 0 0 1 1 0 0 X 24 24 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 JOHN BECK DIRECTOR 1.50 X 0 0 0 BLAIR DECEMBRELE DIRECTOR 1.50 X 0 0 0 RYAN HANLEY DIRECTOR 1.50 X 0 0 0 CHRIS MARASCO DIRECTOR 1.50 X 0 0 0 BRYAN MCMILLAN DIRECTOR 1.50 X 0 0 0 LISA OLIVIERI 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 TINA WYNEGAR DIRECTOR 1.50 X 0 0 0 HARRIE BAKST DIRECTOR 1.50 X 0 0 0 CHERYL DUVALL DIRECTOR 1.50 X 0 0 0 GARY LOMBARDO DIRECTOR 1.50 X 0 0 0 MARY LACEY ROGERS DIRECTOR 1.50 X 0 0 0 JILL ROSENBERG WEITZMAN DIRECTOR 1.50 X 0 0 0 KIM SHERIDAN DIRECTOR 1.50 X 0 0 0 MOHAN SUNTHA DIRECTOR 1.50 X 0 0 0 BARRON STROUD DIRECTOR 1.50 X 0 0 0 KEVIN BEVERLY DIRECTOR 1.50 X 0 0 0 BROCK YETSO EXECUTIVE DIRECTOR 40.00 X 100587 0 1782 100587 0 1782 1 0 0 0 0 229326 1067529 45460 1296855 6843 6843 13460 0 13460 13460 13460 47839 127807 47756 165527 83 -37720 -37637 -37637 285976 229326 99476 186500 186500 MAGELLAN MIDSTREAM PAR 900099 2 2 CROSSTEX ENERGY, L.P 900099 -1293 -1293 -1291 1464730 0 -1291 169166 39500 39500 102369 92132 4095 6142 459194 415310 17770 26114 12590 10995 1595 52508 52508 6150 4500 1650 17467 250 17217 43464 43464 9579 3700 5879 67030 47879 19151 36898 36107 579 212 14212 9088 5124 3185 1911 1274 23618 23618 25704 22424 3280 COMMUNITY OUTREACH 476650 393419 83231 BANK CHARGES 86324 83672 343 2309 PRINTING AND PUBLICATIO 20096 15950 1943 2203 TELEPHONE 6994 6994 22621 19463 2996 162 1526153 1299266 106514 120373 408371 342614 0 65757 142962 178209 75078 50184 29100 7264 7229 71181 33663 43332 37518 213820 243434 6340 6340 488796 552014 57428 95622 76153 172782 13292 22500 146873 290904 X 286850 216045 55073 45065 341923 261110 488796 552014 X -61423 2088 10000 -19309 -12169 X X 0 1 X 1 0 X 410057 359907 748113 871093 1296855 3686025 410057 359907 748113 871093 1296855 3686025 282568 3403457 10249 9043 12642 4620 20303 56857 3742882 0.90930 0.91970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 71181 33663 37518 37518 CAPITAL LEASE OBLIGATIONS 11117 DEFERRED RENT 11383 22500 X 1464649 2088 10000 12088 1452561 12169 12169 1464730 1563873 37720 37720 1526153 0 1526153 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2009 THROUGH DECEMBER 31, 2012 REMAIN OPEN TO EXAMINATION BY TAX JURISDICTIONS TO WHICH THE ORGANIZATION IS SUBJECT. PART XI, LINE 4B - OTHER ADJUSTMENTS: GROSS RENTAL INCOME 13,460. OTHER MISCELLANEOUS EXPENSES -1,291. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 37,720. HALF FULL TRIATHALON 155190 63495 91695 23500 5500 4465 17154 BLUE JEANS BALL 139335 116535 22800 34778 800 3 220777 49296 171481 5137 8142 515302 229326 285976 23500 5500 44380 800 25296 99476 186500 1 2012 COLLEGE SCHOLARSHIPS 18 39500 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. X 1000 X 1 35500 X 3 8960 0 0 0 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 POLICY PRIOR TO SERVICE AND 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: GROSS RENTAL INCOME -13,460. OTHER MISCELLANEOUS EXPENSES 1,291. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE ORGANIZATION'S OVERSIGHT PROCEDURES.