2025-11-03T14:51:23-06:00 2024-12-31 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2024-01-01 270425383 PLUTA CANCER CENTER FOUNDATION INC PLUT 5854860631 125 RED CREEK DRIVE 205B ROCHESTER NY 14623 DAWN AM STEVER PRESIDENT AND CEO 5854860631 2025-10-02 1 1 SARAH CANNON P03327634 5854231860 2025-10-02 2024 2025-03-06 01:10:19Z DAWN AM STEVER 125 RED CREEK DRIVE 205B ROCHESTER NY 14623 5689933 0 X PLUTACANCERFOUNDATION.ORG X 2009 NY OUR MISSION IS TO ASSIST PATIENTS AND THEIR FAMILIES BY OFFERING FINANCIAL SUPPORT AS WELL AS PROVIDING PATIENT-CENTERED, EVIDENCED BASED INTEGRATIVE ONCOLOGY PROGRAMS THAT HELP ALLEVIATE THE SYMPTOMS AND SIDE EFFECTS OF CANCER TREATMENT. 12 9 8 45 0 0 1212222 649707 0 0 786974 1881783 -96869 291603 1902327 2823093 161160 4110935 0 0 237380 443337 0 0 404955 823291 984366 1221831 5538638 680496 -2715545 10821306 9346062 277240 2191053 10544066 7155009 X PLUTA CANCER FOUNDATION'S MISSION IS TO PROVIDE SUPPORT TO PATIENTS GOING THROUGH CANCER BY PROVIDING THE FUNDS NECESSARY TO RELIEVE THE FINANCIAL BURDENS THAT MANY CANCER PATIENTS AND THEIR FAMILIES FACE AND EXPAND AND ENHANCE OUR INTEGRATIVE ONCOLOGY SERVICES AND PROGRAMS. 0 0 188965 188965 PLUTA CANCER FOUNDATION PROVIDES ASSISTANCE TO FAMILIES FACING ECONOMIC HARDSHIPS DUE TO THEIR CANCER JOURNEY. THE EMOTIONAL AND FINANCIAL COSTS OF CANCER CAN BE OVERWHELMING. WITH THE UNEXPECTED COST ASSOCIATED WITH TREATMENT AND THE INABILITY TO CONTINUE WORK, CANCER PUTS UNIQUE AND POTENTIALLY DEVASTATING BURDENS ON PATIENTS AND THEIR FAMILIES. THIS ASSISTANCE CAN COVER A WIDE RANGE OF NEEDS FROM DAILY LIVING EXPENSES TO LARGER GRANT OPPORTUNITIES OR ONE OF OUR PATIENT PROGRAMS. THE FOUNDATION AIMS TO RELIEVE ANY ADDITIONAL STRESSORS FELT BY OUR PATIENTS. 475368 PLUTA CANCER FOUNDATION FINANCIALLY SUPPORTS INTEGRATIVE ONCOLOGY PROGRAMS AND SERVICES FOR CANCER PATIENTS. INTEGRATIVE ONCOLOGY IS A PATIENT-CENTERED, EVIDENCE BASED FIELD OF CANCER CARE THAT WORKS ALONGSIDE CONVENTIONAL CANCER TREATMENT. INTEGRATIVE ONCOLOGY SERVICES AIM TO OPTIMIZE HEALTH, QUALITY OF LIFE AND CLINICAL OUTCOMES ACROSS THE CANCER CONTINUUM. 4000000 3921970 PLUTA CANCER FOUNDATION ESTABLISHED THE PLUTA COMPREHENSIVE BREAST CARE PROGRAM AT URMC WILMOT CANCER INSTITUTE. THIS INCLUDES AN ENDOWED FUND FOR THE PLUTA PROFESSORSHIP IN BREAST CARE AND FUNDING FOR RECRUITMENT, RETENTION, CLINICAL TRIALS, AND DEVELOPMENTAL THERAPEUTICS. 154871 PLUTA CANCER FOUNDATION PROVIDES SUPPORTIVE PROGRAMS TO PATIENTS DURING THEIR TREATMENT. THESE INCLUDE COMFORT BAGS ON THE FIRST DAY OF RADIATION OR CHEMOTHERAPY, FLEECE PONCHOS, THANKSGIVING MEALS AND HOLIDAY GIFTS. THE FOUNDATION ALSO SUPPORTS ENGAGEMENT AND MORALE ACTIVITIES FOR PLUTA CANCER CENTER STAFF TO CONTINUE TO FOSTER THE CARING ENVIRONMENT THEY PROVIDE FOR PATIENTS, AND OFFERS FUNDING FOR PROFESSIONAL DEVELOPMENT FOR THESE CAREGIVERS. 154871 4819204 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 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 41 0 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 9 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X DAWN AM STEVER PRESIDENT AND CEO 5854860631 125 RED CREEK DRIVE 205B ROCHESTER NY 14623 RONALD A PLUTA CHAIR OF THE BOARD 1.00 1.00 X X 0 0 0 BARBARA PLUTA RANDALL VICE CHAIR OF THE BOARD 1.00 1.00 X X 0 0 0 STEVE MCCLUSKI TREASURER 1.00 1.00 X X 0 0 0 MICHAEL GOONAN SECRETARY 1.00 1.00 X X 0 0 0 SCOTT BURDETT BOARD MEMBER 1.00 1.00 X 0 0 0 JAMES DEGUZMAN BOARD MEMBER 1.00 X 0 0 0 DOUGLAS EMBLIDGE BOARD MEMBER 1.00 X 0 0 0 ROBERT MAVES BOARD MEMBER 1.00 X 0 0 0 MICHAEL PARKES BOARD MEMBER 1.00 X 0 0 0 MARY PLUTA BOARD MEMBER 1.00 1.00 X 0 0 0 KIM RICCIO BOARD MEMBER - RESIGNED DURING YEAR 1.00 X 0 0 0 WILLIAM STRASSBURG BOARD MEMBER 1.00 X 0 0 0 GERALD VAN STRYDONCK BOARD MEMBER 1.00 X 0 0 0 WALTER PARKES SECRETARY - RESIGNED DURING YEAR 1.00 X 0 0 0 ELAINE BUCCI BOARD MEMBER - RESIGNED DURING YEAR 1.00 X 0 0 0 JAMIE BISHOP EXEC. DIRECTOR - RESIGNED MAY 2024 10.00 40.00 X 7765 214038 46293 KELLY MCCORMICK-SULLIVAN INT. PRES. & CEO - RESIGNED AUG 2024 40.00 X 108501 0 0 DAWN STEVER PRESIDENT & CEO - JOINED AUG 2024 40.00 X 80731 0 0 196997 214038 46293 1 0 1 0 WEGMANS EVENT SERVICES 200 WEGMANS MARKET ST ROCHESTER NY 14624 EMERALD BALL 121295 1 X 311905 337802 84410 649707 211084 211084 4224091 2553392 1670699 1670699 1670699 605051 311905 313448 291603 291603 2823093 0 0 2173386 3921970 3921970 188965 188965 196998 19700 88649 88649 202324 83842 653 117829 2944 407 2537 3436 1121 2315 37635 11107 10099 16429 36859 36859 32033 32033 72996 72996 31386 2475 23960 4951 73253 18314 18314 36625 41816 10454 10454 20908 1743 436 436 871 PATIENT RELATED 561934 559782 2152 SUPPLIES 84410 84410 OTHER 38320 555 11544 26221 PRINTING 3784 946 946 1892 5832 658 3856 1318 5538638 4819204 314479 404955 335528 69015 79646 70626 7840 413604 288195 156940 125409 10053933 8921618 195259 151554 10821306 9346062 77065 111401 1921970 200175 157682 277240 2191053 X 10012772 6794748 531294 360261 10544066 7155009 10821306 9346062 -2715545 -673512 0 X X 0 1 X 1 0 X 834213 1001658 1087566 1212222 649707 4785366 834213 1001658 1087566 1212222 649707 4785366 136142 4649224 145912 180801 190964 207310 211084 936071 5721437 0.81260 0.80940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 251578 158313 93265 162026 129882 32144 125409 LEASE LIABILITIES 157682 157682 X 2463029 -673512 313448 -360064 2823093 0 2823093 5852086 313448 313448 5538638 0 5538638 PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NON-PROFIT CORPORATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE. THE FOUNDATION HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION. THE FOUNDATION FILES FORM 990 TAX RETURNS IN THE VARIOUS JURISDICTIONS. THE FOUNDATION'S CURRENT AND PRIOR THREE YEARS TAX RETURNS REMAIN SUBJECT TO REVIEW BY TAXING AUTHORITIES. MANAGEMENT OF THE FOUNDATION BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING SPECIAL EVENTS 313,448. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING SPECIAL EVENTS 313,448. EMERALD BALL 627879 198950 428929 148563 53386 3500 57450 FASHION SHOW 97674 28545 69129 2786 10643 14172 1 39850 39850 7778 4915 765403 227495 537908 159127 68944 3500 71622 303193 234715 1 UNIVERSITY OF ROCHESTER 910 GENESEE STREET ROCHESTER NY 14611 160743209 501C3 3921970 0 PLUTA COMPREHENSIVE BREAST CARE PROGRAM AND ENDOWED FUND 1 0 FINANCIAL ASSISTANCE TO FAMILIES IMPACTED BY CANCER 173 188965 PART I, LINE 2: WHEN APPLYING TO THE PATIENT NEEDS FUND, PATIENTS MUST SUBMIT A LETTER FROM THEIR PLUTA CANCER CENTER PROVIDER VERIFYING THAT THEY ARE IN ACTIVE TREATMENT AS DEFINED BY THE FOUNDATION. PATIENTS ALSO SUBMIT DOCUMENTATION OF THEIR NEED (UTILITY, RENT, CAR PAYMENT, ETC.) TO THE FOUNDATION, WHICH PAYS THOSE VENDORS DIRECTLY. X X 0 0 0 0 0 0 0 0 0 JAMIE BISHOP EXEC. DIRECTOR - RESIGNED MAY 2024 7765 214038 0 0 0 0 0 21237 0 25056 7765 260331 0 0 PART I, LINE 3 EXECUTIVE COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS DURING THE ANNUAL BUDGET PROCESS. X AV AND CHAIRS, TABLES, ETC. FOR EMERALD BALL 1 50000 FMV X PLAY AND STAY PACKAGE FOR EMERALD BALL AUCTION 1 7800 FMV X DISCOUNT ON CENTERPIECES FOR EMERALD BALL 1 5055 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 MEMBERS ON THE BOARD ARE RELATED. MARY PLUTA AND RON PLUTA ARE HUSBAND AND WIFE. BARBARA PLUTA RANDALL AND RON PLUTA ARE SISTER AND BROTHER. FORM 990, PART VI, SECTION A, LINE 4 BYLAWS REVISIONS TO ALIGN WITH NY NOT FOR PROFIT CORPORATION LAW, INCREASED UPPER LIMIT TO 17 MEMBERS, ADDED TERM LIMITS, CORRECTED ADDRESS AND TITLES. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE FORM 990 IN DETAIL. A COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN ANNUAL CONFLICT OF INTEREST STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS DURING THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAINTAINS A COPY OF ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AT ITS OFFICE. THEY ARE AVAILABLE UPON REQUEST. FORM 990, PART VIII, LINES 1C & 8A - CONTRIBUTIONS INCLUDED IN FUNDRAISING: IN 2024, THE ORGANIZATION CORRECTED THEIR PRESENTATION OF THE FAIR MARKET VALUE OF ITEMS RECEIVED BY ATTENDEES OF THEIR VARIOUS FUNDRAISING EVENTS IN ACCORDANCE TO THE IRS INSTRUCTIONS FOR LINE 8A. THE AMOUNTS FOR 2024 ARE NOT COMPARABLE TO 2023 AND 2023 RETURN WILL NOT BE AMENDED. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE SELECTION OF THE AUDITORS AND OVERSEES THE AUDIT PROCESS. UNIVERSITY OF ROCHESTER 910 GENESEE STREET ROCHESTER NY 14611 160743209 PROVISION OF HIGHER EDUCATION NY 501(C)(3) LINE 2 N/A 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 UNIVERSITY OF ROCHESTER B 3921970 PRESENT VALUE OF PLEDGE UNIVERSITY OF ROCHESTER C 16000 CASH UNIVERSITY OF ROCHESTER K 73253 CASH UNIVERSITY OF ROCHESTER P 127442 FMV