2012-11-15T15:03:21-06:00 2011-12-31 521158459 HERTZBACH & COMPANY PA 800 RED BROOK BOULEVARD SUITE 300 OWINGS MILLS MD 21117 990 2011-01-01 522057636 THE ULMAN CANCER FUND FOR YOUNG ADULTS ULMA 4109640202 921 EAST FORT AVENUE NO 325 BALTIMORE MD 21230 BROCK YETSO 4109640202 2012-11-15 1 MARK STEINBERG P01345125 4103633200 2011 2016-02-24 21:20:13Z BROCK YETSO 921 EAST FORT AVENUE SUITE 325 BALTIMORE MD 21230 1129716 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 17 14 1200 -751 0 719153 871093 0 0 2828 -1562 0 185089 721981 1054620 24377 49750 0 0 343953 444130 0 0 74476 394648 560166 762978 1054046 -40997 574 462632 488796 138344 146873 324288 341923 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 423804 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 256048 EDUCATIONAL, AWARENESS & ACTIVATION EFFORTS TO EMPOWER AND INFORM PUBLIC ABOUT YOUNG ADULT CANCER ISSUE: TEAM FIGHT, 4K FOR CANCER, HALF FULL TRIATHLON 150097 UNIVERSITY OUTREACH & SUPPORT PROGRAMS: COLLEGE SCHOLARSHIPS, 4K FOR CANCER, CAMPUS GROUPS 52976 SUPPORT GROUPS & SURVIVORSHIP PROGRAMS FOR YOUNG ADULT CANCER SURVIVORS: SUPPORT GROUPS, CANCER TO 5K, GUIDEBOOK, PATIENT ASSISTANCE FUNDS 52976 882925 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 0 0 0 0 0 0 0 0 0 0 1 4 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 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 DOUGLAS ULMAN 1.50 X 0 0 0 DIANA ULMAN 1.50 X 0 0 0 CHRIS SPROULE 1.50 X X 0 0 0 LARRY LETOW 1.50 X X 0 0 0 ANDY VELIUONA 1.50 X X 0 0 0 BLAIR HILL 1.50 X X 0 0 0 JOHN BECK 1.50 X 0 0 0 BLAIR DECEMBRELE 1.50 X 0 0 0 RYAN HANLEY 1.50 X 0 0 0 CHRIS MARASCO 1.50 X 0 0 0 BRYAN MCMILLAN 1.50 X 0 0 0 LISA OLIVIERI 1.50 X 0 0 0 MICHAEL SILVERMAN 1.50 X 0 0 0 RICH WALEGA 1.50 X 0 0 0 TINA WYNEGAR 1.50 X 0 0 0 HARRIE BAKST 1.50 X 0 0 0 RAYMOND BRODSKY 1.50 X 0 0 0 CHERYL DUVALL 1.50 X 0 0 0 GARY LOMBARDO 1.50 X 0 0 0 MARY-LACY ROGERS 1.50 X 0 0 0 JILL ROSENBERG 1.50 X 0 0 0 KIM SHERIDAN 1.50 X 0 0 0 MOHAN SUNTHA 1.50 X 0 0 0 BARRON STROUD 1.50 X 0 0 0 BROCK YETSO 40.00 X 84500 0 7420 84500 0 7420 0 0 0 0 0 279077 592016 13960 871093 4620 4620 10500 0 10500 10500 10500 6182 -6182 -6182 -6182 244487 279077 68914 175573 175573 MAGELLAN MIDSTREAM PAR 900099 -11 -11 POWERSHARES DB US DOLL 900099 -233 -233 CROSSTEX ENERGY, L.P 900099 -740 -740 -984 1054620 0 -751 184278 49750 49750 91920 84683 3200 4037 300331 276684 10458 13189 14566 9126 5440 37313 37313 4222 167 4055 17670 701 16969 25429 25429 18954 13038 5916 40622 18593 22029 14028 14024 4 8456 4665 3791 4143 -943 5086 14070 14070 4598 4598 COMMUNITY OUTREACH 322801 266002 56799 BANK CHARGES 38182 37477 254 451 TELEPHONE 9245 9245 VOLUNTEER MARYLAND 7750 7750 29996 29221 775 1054046 882925 96645 74476 97244 142962 72221 75078 11079 7264 74585 31253 34260 43332 247828 213820 6340 462632 488796 55515 57428 81956 76153 873 13292 138344 146873 X 220918 286850 103370 55073 324288 341923 462632 488796 X 574 17061 X X 0 1 1 X 0 X 920967 410057 359907 748113 871093 3310137 920967 410057 359907 748113 871093 3310137 222964 3087173 10008 10249 9043 12642 4620 46562 3356699 0.91970 0.94030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74585 31253 43332 43332 CAPITAL LEASE OBLIGATIONS 13292 13292 1054620 1054046 574 -1669 10000 8730 17061 17635 1061287 10000 6183 16183 1045104 9516 9516 1054620 1052382 7852 7852 1044530 9516 9516 1054046 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2007 THROUGH DECEMBER 31, 2011 REMAIN OPEN TO EXAMINATION BY TAX JURISDICTIONS TO WHICH THE ORGANIZATION IS SUBJECT. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 6,183. PART XII, LINE 4B - OTHER ADJUSTMENTS: GROSS RENTAL INCOME 10,500. OTHER MISCELLANEOUS EXPENSES -984. PART XIII, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS ON INVESTMENTS 1,669. LOSS ON DISPOSAL OF ASSETS 6,183. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GROSS RENTAL INCOME 10,500. OTHER MISCELLANEOUS EXPENSES -984. HALF FULL TRIATHALON 176966 53090 123876 2633 1102 240 27425 BLUE JEANS BALL 121239 72743 48496 1524 14442 700 2 225359 153244 72115 7886 12962 523564 279077 244487 4157 23430 940 40387 68914 175573 1 2011 COLLEGE SCHOLARSHIPS 25 49750 0 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. 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,669. DONATED SERVICES AND USE OF FACILITIES: 10,000. PRIOR PERIOD ADJUSTMENTS: 8,730. TOTAL TO FORM 990, PART XI, LINE 5: 17,061. THERE HAS BEEN NO CHANGE IN THE ORGANIZATIONS OVERSIGHT PROCEDURES.