2024-11-15T13:53:09-06:00 2023-12-31 952089835 BARTLETT PRINGLE & WOLF LLP 1123 CHAPALA ST PO BOX 90860 SANTA BARBARA CA 931900860 990 2023-01-01 952158727 CANCER FOUNDATION OF SANTA BARBARA CANC 8058982187 601 WEST JUNIPERO SANTA BARBARA CA 931054311 LORI WILLIS EXECUTIVE DIRECTOR 8055635880 2024-11-14 1 0 JOHN BRITTON P00290353 8059637811 2024-11-05 2023 2024-10-15 13:58:12Z LORI WILLIS 601 WEST JUNIPERO SANTA BARBARA CA 93105 134253809 0 X WWW.CFSB.ORG X 1949 CA TO BE A NON-PROFIT FUNDRAISING AND GRANT MAKING ORGANIZATION DEDICATED TO CANCER CARE IN SANTA BARBARA COUNTY.THE ORGANIZATION IS FOCUSED ON FUNDRAISING AND PROVIDING GRANTS TO THE RIDLEY-TREE CANCER CENTER AT SANSUM CLINIC. 15 15 5 17 0 0 19968701 4904666 0 1409 1745792 11183598 977773 1188793 22692266 17278466 3308406 3700404 0 0 545277 598038 0 0 526263 2581220 3182594 6434903 7481036 16257363 9797430 143127992 150978145 492935 1319318 142635057 149658827 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 6139888 3700404 12376531 TO ENSURE SANTA BARBARA REMAINS IN THE VANGUARD OF CANCER CARE, THE CANCER FOUNDATION RAISES AND DISTRIBUTES MILLIONS OF DOLLARS EACH YEAR TO THE RIDLEY-TREE CANCER CENTER AT SANSUM CLINIC, 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 RENOWNED CANCER CENTERS IN THE US. 6139888 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 9 0 5 1 0 0 0 0 0 0 0 0 0 0 X 15 15 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 W JUNIPERO STREET SANTA BARBARA CA 93105 KRISTEN BLABEY VICE CHAIRMAN 2.00 X X 0 0 0 PATTY MACFARLANE TRUSTEE 2.00 X 0 0 0 LARRY DAM TRUSTEE 2.00 X 0 0 0 WILLIAM MEEKER TRUSTEE 2.00 X 0 0 0 RICHARD NAGLER TRUSTEE 2.00 X 0 0 0 CAROLA NICHOLSON TREASURER 2.00 X X 0 0 0 CHARLES PETERSEN TRUSTEE 2.00 X 0 0 0 GEORGE THARAKAN TRUSTEE 2.00 X 0 0 0 KATINA ZANINOVICH SECRETARY 2.00 X X 0 0 0 W CHARLES CONWAY MD TRUSTEE 2.00 X 0 0 0 DENISE MONTELL PHD TRUSTEE 2.00 X 0 0 0 STEVE MCHUGH CHAIRMAN 2.00 X X 0 0 0 RICHARD NORDLUND TRUSTEE 2.00 X 0 0 0 RICK WEBER TRUSTEE 2.00 X 0 0 0 RAYE HASKELL-MELVILLE TRUSTEE 2.00 X 0 0 0 LORI WILLIS EXECUTIVE DIRECTOR 40.00 X 226244 0 32239 STEPHANIE CARLYLE DIRECTOR OF PHILANTHROPY 40.00 X 156316 0 49702 382560 0 81941 2 0 1 0 PROWEST CONSTRUCTORS 7127 HOLLISTER AVE GOLETA CA 93117 CONSTRUCTION SERVICES 1291547 SPECTRUM DYNAMICS MEDICAL INC 301 NORTH CATTLEMEN SARASOTA FL 34232 EQUIPMENT 990480 2 4904666 118453 4904666 OTHER OPERATING REVENUE 900099 1409 1409 1409 1734273 1734273 1191524 0 1191524 1191524 1191524 126421937 116972612 9449325 9449325 9449325 2731 -2731 -2731 17278466 12376531 0 -2731 3700404 3700404 382560 40705 113269 228586 83597 21770 36376 25451 23215 23215 76853 76853 31813 3684 9915 18214 108418 108418 119427 5946 53720 59761 216333 216333 142509 60987 81522 3007 3004 3 14292 14292 865 751 114 2370496 2352705 17791 63565 63565 EVENTS 53075 8236 44839 PRINTING & PUBLICATIONS 32406 5004 27402 MISC EXPENSES 20615 1 4519 16095 EQUIPMENT RENTAL AND MA 14378 381 12574 1423 23208 355 22853 7481036 6139888 814885 526263 1835415 1309585 1864467 450972 18042773 14472949 992911 5803 600000 900000 75591 407287 76557205 17334918 58514096 59222287 52208116 60145408 3731172 8715916 5263451 5347938 143127992 150978145 407762 1319295 85149 24 23 492935 1319318 X 104425639 112448339 38209418 37210488 142635057 149658827 143127992 150978145 X 9797430 -3218607 444947 X X 0 1 X 1 0 X 5162265 3367022 2684303 5405701 4904666 21523957 5162265 3367022 2684303 5405701 4904666 21523957 8898951 12625006 2315838 1797483 2047951 2449876 2925797 11536945 33060902 0.38190 0.29930 X THE CANCER FOUNDATION OF SANTA BARBARA RECEIVES MORE THAN 10% OF ITS SUPPORT FROM THE PUBLIC AND CONTINUES TO ATTRACT ATTENTION FOR THEIR ORGANIZATION THROUGH ANNUAL WALK/RUN FUNDRAISERS. 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 AT THE 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 48681074 270813 8539007 -3534620 53956274 52540919 6903129 -7294140 -3468834 48681074 47462595 757440 4878858 -557974 52540919 41531792 2016635 4503438 -589270 47462595 34474400 6663800 5682236 -5288644 41531792 0.80100 0.19900 0.00000 0 0 12452051 12452051 45437606 9022337 36415269 7692782 4478168 3214614 7727223 3834413 3892810 3247543 3247543 59222287 INVESTMENT IN PARTNERSHIP 8715916 F 8715916 CURRENT PORTION OF OPERATING LEASES PAYABLE 1 OPERATING LEASES PAYABLE, NET OF CURRENT PORTION 22 23 X 14059859 -3218607 -3218607 17278466 0 17278466 7481036 0 7481036 0 7481036 PART X, LINE 2: 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 2019. BARBARA IRELAND WALK CANCER CENTER WALK/RUN 2731 0 2731 2731 -2731 1 SANTA BARBARA COTTAGE HOSPITAL 400 W PUEBLO ST SANTA BARBARA CA 93105 951644629 501(C)(3) 88836 0 FAIR MARKET VALUE PEDIATRIC ONCOLOGY AND GENERAL CANCER CARE SANSUM CLINIC 470 S PATTERSON SANTA BARBARA CA 93111 956419205 501(C)(3) 3483791 0 FAIR MARKET VALUE DIAGNOSING, TREATING, RESEARCHING, & GENERAL CANCER CARE SANTA BARBARA NEIGHBORHOOD CLINICS 915 N MILPAS SANTA BARBARA CA 93101 770496382 501(C)(3) 66000 0 FAIR MARKET VALUE CANCER PREVENTION AND CARE PROGRAM SANTA YNEZ COMMUNITY OUTREACH 164 W HWY 246 BUELTON CA 93427 510454157 501(C)(3) 12000 0 FAIR MARKET VALUE MEALS ON WHEELS PROGRAMS UCSB UNIVERISTY OF CALIFORNIA SANTA BARBARA SANTA BARBARA CA 93106 956006145 501(C)(3) 37000 0 FAIR MARKET VALUE RESEARCH MENTORSHIP 5 0 X 0 0 0 0 0 0 0 0 0 LORI WILLIS EXECUTIVE DIRECTOR 206244 0 20000 0 0 0 12678 0 19561 0 258483 0 0 0 STEPHANIE CARLYLE DIRECTOR OF PHILANTHROPY 136316 0 20000 0 0 0 8650 0 41052 0 206018 0 0 0 KRISTEN BLABEY TRUSTEE 108418 PAYMENT FOR PROVIDING GENERAL COUNSEL SERVICES 0 X 6 118453 HI LO METHOD 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS DISTRIBUTED TO THE BOARD FINANCE COMMITTEE 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 AND DIRECTOR'S SALARY AND BENEFIT COMPENSATION PACKAGE. PERIODICALLY, THIS PACKAGE IS REVIEWED BY LEGAL COUNSEL. FORM 990, PART VI, SECTION C, LINE 18 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 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: FUNDRAISING EVENTS 2,731. CHANGE IN VALUE OF INTEREST IN CRTS 442,216. FORM 990, PART XII, LINE 2C CANCER FOUNDATION OF SANTA BARBARA HAS NOT CHANGED EITHER THE OVERSIGHT PROCESS OF THE FINANCIAL STATEMENT AUDIT OR SELECTION OF THE INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.