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THE LIVESTRONG FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE LIVESTRONG FOUNDATION (EIN 74-2806618)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201623209349313627
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-15T16:03:39-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742900215PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAXWELL LOCKE & RITTER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1401 CONGRESS AVENUE SUITE 1100AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP787019682ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742806618EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LIVESTRONG FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIVEBusinessNameControlTxt
Phone5122368820PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 EAST 6TH STREETAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78702ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREG D LEEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5122368820PhoneNum
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSEAN HOLCOMBPreparerPersonNm
PTINP01249221PTIN
Phone5123703200PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGREG LEEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 EAST 6TH STREETAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78702ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,612,010GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LIVESTRONG.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTHE LIVESTRONG FOUNDATION IS DEDICATED TO IMPROVING THE LIVES OF PEOPLE AFFECTED BY CANCER. THESE INCLUDE GRANTS FOR CANCER SURVIVORSHIP RESEARCH; GRANTS TO COMMUNITY PROGRAMS; DELIVERY OF CANCER SURVIVORSHIP EDUCATION, INFORMATION, AND REFERRAL AND SUPPORT SERVICES; AND GRANTS TO SURVIVORSHIP CENTERS AT ACADEMIC MEDICAL INSTITUTIONS. THE FOUNDATION IS COMMITTED TO ENSURING THAT EACH AND EVERY INDIVIDUAL AFFECTED BY CANCER HAS THE OPPORTUNITY TO ACHIEVE THE HIGHEST QUALITY OF LIFE POSSIBLE.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee84TotalEmployeeCnt
Total Volunteers557TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$11,899,995PYContributionsGrantsAmt
CY Contributions Grants$3,694,073CYContributionsGrantsAmt
PY Program Service Revenue$457,317PYProgramServiceRevenueAmt
CY Program Service Revenue$80,000CYProgramServiceRevenueAmt
PY Investment Income$3,517,630PYInvestmentIncomeAmt
CY Investment Income$2,806,981CYInvestmentIncomeAmt
PY Other Revenue$703,769PYOtherRevenueAmt
CY Other Revenue-$417,724CYOtherRevenueAmt
PY Total Revenue$16,578,711PYTotalRevenueAmt
CY Total Revenue$6,163,330CYTotalRevenueAmt
PY Grants And Similar Paid$3,825,935PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,109,863CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,577,910PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,347,592CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$60,652PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$277,555CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,286,851CYTotalFundraisingExpenseAmt
PY Other Expenses$10,147,790PYOtherExpensesAmt
CY Other Expenses$6,734,019CYOtherExpensesAmt
PY Total Expenses$22,612,287PYTotalExpensesAmt
CY Total Expenses$17,469,029CYTotalExpensesAmt
PY Revenues Less Expenses-$6,033,576PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$11,305,699CYRevenuesLessExpensesAmt
Total Assets BOY$92,329,946TotalAssetsBOYAmt
Total Assets EOY$76,779,284TotalAssetsEOYAmt
Total Liabilities BOY$1,460,290TotalLiabilitiesBOYAmt
Total Liabilities EOY$838,270TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$90,869,656NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$75,941,014NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE LIVESTRONG FOUNDATION IS DEDICATED TO IMPROVING THE LIVES OF PEOPLE AFFECTED BY CANCER FROM THE POINT OF DIAGNOSIS THROUGH THE ENTIRE CANCER JOURNEY. SEE CONTINUATION ON SCHEDULE O. SINCE 1997, LIVESTRONG HAS BEEN A VOICE FOR CANCER SURVIVORS AND HAS DIRECTLY SERVED MORE THAN 3.5 MILLION PEOPLE. A PIONEER IN THE FIELD OF CANCER SURVIVORSHIP, LIVESTRONG REMAINS A WORLD LEADER IN PROVIDING DIRECT SERVICES TO CANCER PATIENTS AND SURVIVORS, ADVOCATING FOR POLICIES THAT ENHANCE SURVIVORS' QUALIFY OF LIFE, AND DEVELOPING PARTNERSHIP THAT CREATE ACCESS TO CANCER PROGRAMS ACROSS THE COUNTRY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$14,297,808ExpenseAmt
Grant$3,109,863GrantAmt
Revenue$111,145RevenueAmt
DescTHE LIVESTRONG FOUNDATION IS COMMITTED TO ENSURING THAT EACH AND EVERY INDIVIDUAL AFFECTED BY CANCER HAS THE OPPORTUNITY TO ACHIEVE THE HIGHEST QUALITY OF LIFE POSSIBLE WITH A FOCUS IN THREE PRIMARY AREAS: SERVING INDIVIDUALS, BUILDING AND ENGAGING COMMUNITIES OF SURVIVORS, AND LEADING HEALTH SYSTEM CHANGE.SEE CONTINUATION ON SCHEDULE O, PAGE 1.Desc
Total Program Service Expenses$14,297,808TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document69IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee84EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KELLY CORLEY CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5122798372PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 EAST 6TH STAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78702ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CANDICE AARON
CHAIR-ELECT1.00Yes (X)$0$0$0
JULIAN DAY
DIRECTOR1.00Yes (X)$0$0$0
JOSEPH C ARAGONA
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
JEFFERY C GARVEY
CHAIR1.00Yes (X)$0$0$0Yes (X)
DAVID JOHNSON MD
DIRECTOR1.00Yes (X)$0$0$0
BLAINE P ROLLINS
SECRETARY1.00Yes (X)$0$0$0Yes (X)
AMELIE G RAMIREZ PHD
TREASURER1.00Yes (X)$0$0$0Yes (X)
JEREMIAH ROBINS
DIRECTOR1.00Yes (X)$0$0$0
LAWRENCE SHULMAN MD
DIRECTOR1.00Yes (X)$0$0$0
CINDY SWEETING
DIRECTOR1.00Yes (X)$0$0$0
GREG D LEE
EVP - FINANCE/CFO40.00$344,957$0$24,353Yes (X)
ELIZABETH CHANDINI PORTTEUS
PRESIDENT/CEO40.00$399,653$0$9,714Yes (X)
MARK NADOLNY
EVP - OPERATIONS40.00$138,318$0$4,833Yes (X)
DONNA PALMER
CDO40.00$112,082$0$3,862Yes (X)
MORGAN L BINSWANGER
EVP - EXTERNAL AFFAIRS40.00$297,801$0$7,016Yes (X)
ELLEN BARRY
EVP - STRATEGIC COMMUNICATION40.00$210,777$0$12,714Yes (X)
HEATHER WAJER
VP - MARKETING40.00$193,615$0$12,949Yes (X)
RUTH R OELKER PHD
VP - PROGRAMS40.00$225,102$0$18,782Yes (X)
LOYCE L PACE
EXECUTIVE ADVISOR - PROGRAMS & POLICY40.00$130,168$0$10,635Yes (X)
DAVID LOFYE
VP - GOVERNMENT RELATIONS40.00$146,806$0$13,053Yes (X)
KAY MERRELL
VP PEOPLE40.00$112,602$0$5,116Yes (X)
SEAN RAMSEY
DIRECTOR - PRODUCT MANAGEMENT40.00$143,492$0$19,816Yes (X)
CAMERON KRIER MASSEY
DIRECTOR - GOVERNEMENT RELATIONS40.00$110,758$0$5,940Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,566,131TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$148,783TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K17IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PATIENT ADVOCATE FOUNDATION
421 BUTLER FARM RDHAMTONVA23666PATIENT MEDIATION & ARBITRATION SERVICES$916,358
AMPLIFIER
800 INTERCHANGE BLVD SUITE 102AUSTINTX78721FULFILLMENT AND STORAGE SERVICES$391,619
NAVIGATECANCER FOUNDATION
5448 APEX PEAKWAY 328APEXNC27502EASILY ACCESSIBLE CANCER NAVIGATION$318,830
BULLY PULPIT INTERACTIVE LLC
1140 CONNECTICUT AVE NW STE 800WASHINGTONDC20036DIGITAL MARKETING AND STRATEGY$283,281
HIGH FIVE EVENTS
1704 S CONGRESSAUSTINTX78704EVENT PRODUCTION AND MANAGEMENT SERVICES$155,653
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt
Fundraising$523,180FundraisingAmt
Government Grants$37,500GovernmentGrantsAmt
All Other Contributions$3,133,393AllOtherContributionsAmt
Noncash Contributions$15,867NoncashContributionsAmt
Total Contributions$3,694,073TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICESDesc
Business900099BusinessCd
Total Revenue Column$80,000TotalRevenueColumnAmt
Related Or Exempt Func Income$80,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$80,000TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,816,596TotalRevenueColumnAmt
Exclusion$2,816,596ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$59,000RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$59,000RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$59,000TotalRevenueColumnAmt
Exclusion$59,000ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$312,570SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$312,570SecuritiesAmt
Other$9,615OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other-$9,615OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$9,615TotalRevenueColumnAmt
Exclusion-$9,615ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$390,894FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$523,180ContriRptFundraisingEventAmt
Fundraising Direct Expenses$898,763FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$507,869TotalRevenueColumnAmt
Exclusion-$507,869ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$337,036GrossSalesOfInventoryAmt
Cost Of Goods Sold$227,732CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$109,304TotalRevenueColumnAmt
Related Or Exempt Func Income$109,304RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
LICENSE FEES900099$51,584$51,584
EVENT EXPENSES900099-$129,743-$129,743
FieldValueIRS element (for citing)
Other Revenue Total-$78,159OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,163,330TotalRevenueColumnAmt
Related Or Exempt Func Income$111,145RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,358,112ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,109,863TotalAmt
Program Services$3,109,863ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,016,524TotalAmt
Program Services$1,484,102ProgramServicesAmt
Management And General$152,963ManagementAndGeneralAmt
Fundraising$379,459FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,190,172TotalAmt
Program Services$3,080,746ProgramServicesAmt
Management And General$319,896ManagementAndGeneralAmt
Fundraising$789,530FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$122,632TotalAmt
Program Services$97,401ProgramServicesAmt
Management And General$4,567ManagementAndGeneralAmt
Fundraising$20,664FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$626,921TotalAmt
Program Services$460,362ProgramServicesAmt
Management And General$47,786ManagementAndGeneralAmt
Fundraising$118,773FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$391,343TotalAmt
Program Services$290,831ProgramServicesAmt
Management And General$25,976ManagementAndGeneralAmt
Fundraising$74,536FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$273,116TotalAmt
Program Services$244,457ProgramServicesAmt
Management And General$4,853ManagementAndGeneralAmt
Fundraising$23,806FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$84,120TotalAmt
Program Services$75,293ProgramServicesAmt
Management And General$1,495ManagementAndGeneralAmt
Fundraising$7,332FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$34,500TotalAmt
Program Services$30,880ProgramServicesAmt
Management And General$613ManagementAndGeneralAmt
Fundraising$3,007FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$277,555TotalAmt
Fundraising$277,555FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,982TotalAmt
Program Services$6,097ProgramServicesAmt
Management And General$809ManagementAndGeneralAmt
Fundraising$4,076FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,636,897TotalAmt
Program Services$1,425,928ProgramServicesAmt
Management And General$41,309ManagementAndGeneralAmt
Fundraising$169,660FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$387,299TotalAmt
Program Services$302,224ProgramServicesAmt
Management And General$23,750ManagementAndGeneralAmt
Fundraising$61,325FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$503,394TotalAmt
Program Services$327,119ProgramServicesAmt
Management And General$28,641ManagementAndGeneralAmt
Fundraising$147,634FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,887,091TotalAmt
Program Services$1,425,640ProgramServicesAmt
Management And General$97,402ManagementAndGeneralAmt
Fundraising$364,049FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$118,877TotalAmt
Program Services$80,907ProgramServicesAmt
Management And General$4,882ManagementAndGeneralAmt
Fundraising$33,088FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$314,275TotalAmt
Program Services$229,313ProgramServicesAmt
Management And General$9,205ManagementAndGeneralAmt
Fundraising$75,757FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$556,682TotalAmt
Program Services$363,223ProgramServicesAmt
Management And General$48,625ManagementAndGeneralAmt
Fundraising$144,834FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$843,948TotalAmt
Program Services$640,864ProgramServicesAmt
Management And General$28,519ManagementAndGeneralAmt
Fundraising$174,565FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$114,944TotalAmt
Program Services$76,901ProgramServicesAmt
Management And General$6,306ManagementAndGeneralAmt
Fundraising$31,737FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS EXPENSE$424,796$178,464$23,281$223,051
MERCHANDISE GIVEAWAY$321,433$289,284$5,740$26,409
MEMBERSHIP DUES$75,800$48,998$4,886$21,916
STAFF DEVELOPMENT$44,628$28,911$2,866$12,851

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$898,763TotalAmt
Fundraising-$898,763FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,469,029TotalAmt
Program Services$14,297,808ProgramServicesAmt
Management And General$884,370ManagementAndGeneralAmt
Fundraising$2,286,851FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$130,284TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$130,284FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$19,733,455BOYAmt
EOY$7,718,095EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,190,626BOYAmt
EOY$1,486,268EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$546,817BOYAmt
EOY$616,419EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$2,595,946BOYAmt
EOY$2,144,195EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$735,334BOYAmt
EOY$224,253EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,756,277LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,073,250LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,463,294BOYAmt
EOY$10,683,027EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$53,943,588BOYAmt
EOY$52,823,141EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,120,886BOYAmt
EOY$1,083,886EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$92,329,946BOYAmt
EOY$76,779,284EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,006,727BOYAmt
EOY$549,055EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$225,822BOYAmt
EOY$227,146EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$227,741BOYAmt
EOY$62,069EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,460,290BOYAmt
EOY$838,270EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$62,533,607BOYAmt
EOY$50,656,274EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,461,536BOYAmt
EOY$12,947,462EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,874,513BOYAmt
EOY$12,337,278EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$90,869,656BOYAmt
EOY$75,941,014EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$92,329,946BOYAmt
EOY$76,779,284EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$11,305,699ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,622,943NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,676,504CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,683,806CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,011,824CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,899,995CurrentTaxYearMinus1YearAmt
Current Tax Year$3,694,073CurrentTaxYearAmt
Total$77,966,202TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,676,504CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,683,806CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,011,824CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,899,995CurrentTaxYearMinus1YearAmt
Current Tax Year$3,694,073CurrentTaxYearAmt
Total$77,966,202TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,652,859SubstantialContributorsTotAmt
Public Support Total170$71,313,343PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,027,562CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,176,961CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,048,419CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,517,753CurrentTaxYearMinus1YearAmt
Current Tax Year$2,875,596CurrentTaxYearAmt
Total$15,646,291TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,933,096CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,819,830CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$630,753CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$577,039CurrentTaxYearMinus1YearAmt
Current Tax Year$390,894CurrentTaxYearAmt
Total$8,351,612TotalAmt
FieldValueIRS element (for citing)
Total Support$101,964,105TotalSupportAmt
Gross Receipts Rltd Activities$43,004,214GrossReceiptsRltdActivitiesAmt
Public Support CY1700.69940PublicSupportCY170Pct
Public Support PY1700.76910PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$44,436FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$59,763FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$104,199FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$17,364,833FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$17,469,032FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$2,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$3,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus1$67,203CurrentYearMinus1Amt
Current Year$104,199CurrentYearAmt
Total$171,402TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$500,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$750,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus1$32,504CurrentYearMinus1Amt
Current Year$44,436CurrentYearAmt
Total$76,940TotalAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-A:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION MADE ITS FIRST SECTION 501(H) ELECTION IN A PREVIOUS YEAR AND THIS ELECTION WAS REVOKED EFFECTIVE IN 2011. A SUBSEQUENT SECTION 501(H) ELECTION WAS MADE EFFECTIVE FOR 2014.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,381,166BeginningYearBalanceAmt
Contributions$170,431ContributionsAmt
Investment Earnings Or Losses-$536,110InvestmentEarningsOrLossesAmt
Other Expenditures$1,664,376OtherExpendituresAmt
End Year Balance$39,351,111EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,890,997BeginningYearBalanceAmt
Contributions$497,486ContributionsAmt
Investment Earnings Or Losses$419,935InvestmentEarningsOrLossesAmt
Other Expenditures$1,427,252OtherExpendituresAmt
End Year Balance$41,381,166EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,744,046BeginningYearBalanceAmt
Contributions$218,769ContributionsAmt
Investment Earnings Or Losses$3,955,321InvestmentEarningsOrLossesAmt
Other Expenditures$27,139OtherExpendituresAmt
End Year Balance$41,890,997EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$33,736,333BeginningYearBalanceAmt
Contributions$438,071ContributionsAmt
Investment Earnings Or Losses$3,564,293InvestmentEarningsOrLossesAmt
Other Expenditures-$5,349OtherExpendituresAmt
End Year Balance$37,744,046EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,663,696BeginningYearBalanceAmt
Contributions$4,351,898ContributionsAmt
Investment Earnings Or Losses-$291,648InvestmentEarningsOrLossesAmt
Other Expenditures-$12,387OtherExpendituresAmt
End Year Balance$33,736,333EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.68650BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.31350PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,039,211OtherCostOrOtherBasisAmt
Book Value$2,039,211BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,203,129OtherCostOrOtherBasisAmt
Depreciation$2,043,441DepreciationAmt
Book Value$7,159,688BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,513,937OtherCostOrOtherBasisAmt
Depreciation$2,029,809DepreciationAmt
Book Value$1,484,128BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,683,027TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
LIMITED PARTNERSHIPS$1,087,946F
TIFF MULTI-ASSET FUND$47,775,028F
TIFF SHORT-TERM FUND$3,960,167F
FieldValueIRS element (for citing)
Total Book Value Securities$52,823,141TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$5,459,652TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,622,943NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$2,190,446DonatedServicesAndUseFcltsAmt
Other Revenue$898,763OtherRevenueAmt
Revenue Not Reported-$533,734RevenueNotReportedAmt
Revenue Subtotal$5,993,386RevenueSubtotalAmt
Other Revenues Not Included$169,944OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$169,944RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,163,330TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$20,388,294TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$2,190,446DonatedServicesUseFcltsAmt
Other Expenses Included$898,763OtherExpensesIncludedAmt
Expenses Not Reported$3,089,209ExpensesNotReportedAmt
Expenses Subtotal$17,299,085ExpensesSubtotalAmt
Other Expenses Not Included$169,944OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$169,944ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$17,469,029TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:ENDOWMENT FUNDS AT THE FOUNDATION ARE FOR THE GENERAL PURPOSES OF THE FOUNDATION AND MAY PROVIDE SUPPORT FOR A SPECIFIC EDUCATIONAL PROGRAM, ASSIST A SPECIFIC NATIONAL ADVOCACY PROGRAM, FUND A PARTICULAR TYPE OF GRANT OR PURPOSE AS MUTUALLY AGREED UPON WITH THE DONOR.
PART XI, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSE OFFSET AGAINST REVENUE FOR FORM 990, 898,763. PART VIII, BUT SEPARATELY REPORTED FOR AUDITING FINANCIAL STATEMENTS
PART XI, LINE 4B - OTHER ADJUSTMENTS:DIRECT BENEFIT TO DONOR EXPENSES TREATED AS A REDUCTION TO 169,944. EVENT REVENUE IN THE AUDITED FINANCIAL STATEMENTS AND AS AN EXPENSE IN THE IRS FORM 990
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSE OFFSET AGAINST REVENUE FOR FORM 990, 898,763. PART VIII, BUT SEPARATELY REPORTED FOR AUDITING FINANCIAL STATEMENTS
PART XII, LINE 4B - OTHER ADJUSTMENTS:DIRECT BENEFIT TO DONOR EXPENSES TREATED AS A REDUCTION TO 169,944. EVENT REVENUE IN THE AUDITED FINANCIAL STATEMENTS AND AS AN EXPENSE IN THE IRS FORM 990

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
FAYRUZ BENYOUSEF CONSULTING LLC
PO BOX 302337AUSTINTX78703FUNDRAISING COUNSEL0$1,438,038$80,000$1,358,038
MINDSET DIRECT LLC
1220 N FILMORE ST STE 400ARLINGTONVA22205FUNDRAISING COUNSEL0$163,122$28,750$134,372
SUEANN WADE-CROUSE
1333 SHORE DISTRICT DRIVE APT 155AUSTINTX78741GRANT WRITING SERVICES0$161,000$59,400$101,600
CAUSEMEDIA GROUP DBA GOOD SCOUT
1880 SANTA BARBARA AVE STE 260SAN LOUIS OBISPOCA93401FUNDRAISING COUNSEL0$0$60,000-$60,000
FieldValueIRS element (for citing)
Total Gross Receipts$1,762,160TotalGrossReceiptsAmt
Total Retained By Contractors$228,150TotalRetainedByContractorsAmt
Total Net To Organization$1,534,010TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesMOLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1LIVESTRONG CHALLENGEEvent1Nm
Gross Receipts Event1$914,074GrossReceiptsEvent1Amt
Charitable Contri Event1$523,180CharitableContriEvent1Amt
Gross Revenue Event1$390,894GrossRevenueEvent1Amt
Non Cash Prizes Event1$33,651NonCashPrizesEvent1Amt
Rent Facility Costs Event1$25,056RentFacilityCostsEvent1Amt
Food And Beverage Event1$20,259FoodAndBeverageEvent1Amt
Entertainment Event1$5,024EntertainmentEvent1Amt
Other Direct Expenses Event1$814,773OtherDirectExpensesEvent1Amt
Gross Receipts Total$914,074GrossReceiptsTotalAmt
Charitable Contributions Tot$523,180CharitableContributionsTotAmt
Gross Revenue Total Events$390,894GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$33,651NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$25,056RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$20,259FoodAndBeverageTotalEventsAmt
Entertainment Total Events$5,024EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$814,773OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$898,763DirectExpenseSummaryEventsAmt
Net Income Summary-$507,869NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (21 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ABRAMSON CANCER CENTER UNIVERSITY OF PENNSYLVANIA
3400 CIVIC CENTER BLVD TRC 2WEST/STE 2338PHILADELPHIAPA19104231352685501(C)(3)$40,000CENTERS OF EXCELLENCE NETWORK
CAMPAIGN FOR TOBACCO-FREE KIDS
1400 EYE STREET NW SUITE 1200WASHINGTONDC20005521969967501(C)(3)$100,000COOPERATIVE AGREEMENT
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVE BP451BOSTONMA02215042263040501(C)(3)$40,000CENTERS OF EXCELLENCE NETWORK
FRED HUTCHINSON CANCER RESEARCH CENTER
PO BOX 19024SEATTLEWA98109237156071501(C)(3)$113,792CENTERS OF EXCELLENCE NETWORK
MEMORIAL SLOAN-KETTERING CANCER CENTER
633 THIRD AVE 28TH FLOOR MB 701NEW YORKNY10017131924236501(C)(3)$40,000CENTERS OF EXCELLENCE NETWORK
PABLOVE FOUNDATION
6607 WEST SUNSET BLVDLOS ANGELESCA90028263006100501(C)(3)$35,000COMMUNITY IMPACT PROJECT GRANT
REGENTS OF THE UNIVERSITY OF CALIFORNIA - LOS ANGELES
11000 KINROSS AVE SUITE 211LOS ANGELESCA90095956006143501(C)(3)$52,784CENTERS OF EXCELLENCE NETWORK/COOPERATIVE AGREEMENT
REGENTS OF THE UNIVERSITY OF COLORADO
130001 E 17TH PLACE MS F434/RMC6004AURORACO80045846000555501(C)(3)$40,000CENTERS OF EXCELLENCE NETWORK
RESEARCH TRIANGLE INSTITUTE
PO BOX 900002RALEIGHNC27675560686338501(C)(3)$82,000COOPERATIVE AGREEMENT
UNIVERSITY OF NORTH CAROLINA CHAPLE HILL
104 AIRPORT DRIVE CAMPUS BOX 1350CHAPEL HILLNC27599237138921501(C)(3)$52,000CENTERS OF EXCELLENCE NETWORK/COOPERATIVE AGREEMENT
YMCA OF THE USA
101 NORTH WACKER DRIVECHICAGOIL60606363258696501(C)(3)$195,223COOPERATIVE AGREEMENT
THE NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001530196932501(C)(3)$12,500CONFERENCE SUPPORT
UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7458AUSTINTX78713746000203501(C)(3)$500,000COOPERATIVE AGREEMENT
CAMP KESEM
915 ASH STREETWINNETKAIL60093510454157501(C)(3)$20,000COOPERATIVE AGREEMENT/CONFERENCE SUPPORT
DUKE UNIVERSITY
PO BOX 602651CHARLOTTENC282602651560532129501(C)(3)$71,491COOPERATIVE AGREEMENT
H LEE MOFFITT CANCER CENTER & RESEARCH INST
12902 MAGNOLIA DRIVE MRC-RESADMTAMPAFL33612593238636501(C)(3)$36,256COOPERATIVE AGREEMENT
MOVEMBER
35 DUDLEY AVEVENICECA90291770714052501(C)(3)$470,784COOPERATIVE AGREEMENT
OREGON HEALTH & SCIENCE UNIVERSITY
0690 SW BANCROFT STREETPORTLANDOR97239931176109501(C)(3)$179,243COOPERATIVE AGREEMENT
REGENTS OF THE UNIVERSITY OF MICHIGAN
BOX 223131PITTSBURGHPA152512131386006309501(C)(3)$549,597COOPERATIVE AGREEMENT
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
PO BOX 989062WEST SACRAMENTOCA957989062946036494501(C)(3)$6,245COOPERATIVE AGREEMENT
UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DRCHICAGOIL60693916001537501(C)(3)$522,960COOPERATIVE AGREEMENT
FieldValueIRS element (for citing)
Total501c3 Org21Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATIONS ARE REQUIRED BY LEGAL AGREEMENT TO USE THE FUNDS ONLY FOR THE PURPOSES STATED WITHIN THE INCORPORATED PROPOSAL, AND ALSO MUST SUBMIT A NARRATIVE AND FINANCIAL REPORT ON USE OF FUNDS UPON COMPLETION OF GRANT TERM.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GREG D LEE
EVP - FINANCE/CFO$205,587$0$102,500$0$36,870$0$9,950$0$14,403$0$369,310$0$0$0
ELIZABETH CHANDINI PORTTEUS
PRESIDENT/CEO$304,292$0$35,000$0$60,361$0$0$0$9,714$0$409,367$0$0$0
MORGAN L BINSWANGER
EVP - EXTERNAL AFFAIRS$124,656$0$27,000$0$146,145$0$0$0$7,016$0$304,817$0$0$0
ELLEN BARRY
EVP - STRATEGIC COMMUNICATION$120,723$0$20,615$0$69,439$0$5,077$0$7,637$0$223,491$0$0$0
HEATHER WAJER
VP - MARKETING$105,907$0$87,500$0$208$0$4,554$0$8,395$0$206,564$0$0$0
RUTH R OELKER PHD
VP - PROGRAMS$135,505$0$29,625$0$59,972$0$5,663$0$13,119$0$243,884$0$0$0
DAVID LOFYE
VP - GOVERNMENT RELATIONS$146,516$0$0$0$290$0$5,853$0$7,200$0$159,859$0$0$0
SEAN RAMSEY
DIRECTOR - PRODUCT MANAGEMENT$133,232$0$10,000$0$260$0$5,800$0$14,016$0$163,308$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4AFormAndLineReferenceDesc
ExplanationMORGAN BINSWANGER RECEIVED A SEPARATION OF SERVICE PAYMENT IN 2015 OF $145,923. ELLEN BARRY RECEIVED A SEPARATION OF SERVICE PAYMENT IN 2015 OF $69,231. RUTH OELKER RECEIVED A SEPARATION OF SERVICE PAYMENT IN 2015 OF $59,712.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4ALIVESTRONG FOUNDATION IS COMMITTED TO ENSURING THAT EACH AND EVERY INDIVIDUAL AFFECTED BY CANCER HAS THE OPPORTUNITY TO ACHIEVE THE HIGHEST QUALITY OF LIFE POSSIBLE WITH A FOCUS IN THREE PRIMARY AREAS: SERVING INDIVIDUALS, BUILDING AND ENGAGING COMMUNITIES OF SURVIVORS, AND LEADING HEALTH SYSTEM CHANGE. SERVING INDIVIDUALS: WE SERVE INDIVIDUALS AFFECTED BY CANCER THROUGH OUR CANCER NAVIGATION SERVICES, OUR UNIQUE MODEL OF ONE-ON-ONE CANCER SUPPORT TO ADDRESS THE PHYSICAL, EMOTIONAL, AND PRACTICAL NEEDS OF PATIENTS AND THEIR LOVED ONES. THESE SERVICES HELP ENSURE THAT EACH PATIENT UNDERSTANDS TREATMENT OPTIONS, GET NEEDED INSURANCE ASSISTANCE, MANAGING MEDICAL EXPENSES, FERTILITY PRESERVATION, ACCESS TO EMOTIONAL SUPPORT, AND CLINICAL TRIAL EDUCATION AND ENROLLMENT. LIVESTRONG CANCER NAVIGATION SERVICES ARE BILINGUAL (ENGLISH/SPANISH) AND SERVE PEOPLE ACROSS THE UNITED STATES REGARDLESS OF AGE, INCOME-LEVEL, GENDER, LOCATION, OR CANCER TYPE. IN ADDITION, LIVESTRONG PROVIDES SUPPORT AND RESOURCES ONLINE AT LIVESTRONG.ORG/WECANHELP AND THROUGH TOOLS AND PRODUCTS AS WELL AS PRINT RESOURCES LIKE THE LIVESTRONG GUIDEBOOK AND LIVING AFTER CANCER TREATMENT BROCHURES. BUILDING COMMUNITIES: WE ENGAGE AND SUPPORT LOCAL COMMUNITIES ACROSS THE U.S. THROUGH PROGRAMS SUCH AS LIVESTRONG AT THE YMCA, A FREE 12 WEEK COMPREHENSIVE PHYSICAL ACTIVITY AND WELLNESS PROGRAM IN PARTNERSHIP WITH YMCA OF THE USA; LIVESTRONG AT SCHOOL, A FREE DOWNLOADABLE PROGRAM FOR SCHOOL PROFESSIONALS FOR GRADES K-12 TO EDUCATE STUDENTS ABOUT THE EFFECTS OF CANCER IN THEIR COMMUNITY; THE LIVESTRONG LEADER PROGRAM, A VOLUNTEER PROGRAM WITH OVER 100 ADVOCATES NATIONALLY AND GLOBALLY FOCUSED ON RAISING AWARENESS, ADVOCACY AND FUNDRAISING; THE BIG C, A GLOBAL COMPETITION TO GENERATE INNOVATIONS AND PRODUCTS TO HELP IMPROVE THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY CANCER; AND THE COMMUNITY IMPACT PROJECT, WHICH REPLICATES HIGH IMPACT CANCER SURVIVORSHIP PROGRAMS IN COMMUNITIES ACROSS THE U.S.
FORM 990, PART III, LINE 4ADRIVING SYSTEMS CHANGE: WE DRIVE WIDESPREAD IMPACT ON CANCER CARE AND THE CANCER EXPERIENCE BY IMPROVING OVERALL SYSTEMS THROUGH RESEARCH, ADVOCACY AND POLICY CHANGE. THESE EFFORTS INCLUDE INITIATIVES LIKE OUR PATIENT-CENTERED CARE AND SURVIVORSHIP RESEARCH; THE PATIENT-CENTERED CANCER CARE SYMPOSIUM; THE LIVESTRONG CANCER INSTITUTES, AN ENTERPRISE THAT PUTS PATIENTS AT THE CENTER OF REDESIGNING DELIVERY OF CANCER CARE; AND OUR ADVOCACY EFFORTS WHICH AIM TO INCREASE FUNDING FOR CANCER RESEARCH AND PROGRAMS NATIONALLY, RAISE AWARENESS OF CANCER SURVIVORS' NEEDS AND IMPROVE ACCESS TO PATIENT-CENTERED SERVICES.
FORM 990, PART VI, SECTION B, LINE 11THE ORGANIZATION'S STAFF ARE RESPONSIBLE FOR COMPILING AND PREPARING THE FINANCIAL STATEMENTS THAT ARE THEN AUDITED BY AN OUTSIDE FIRM. UPON COMPLETION OF THE AUDIT, AN OUTSIDE TAX FIRM IS ENGAGED TO PREPARE THE ANNUAL FORM 990 TAX RETURN. BEFORE FILING, THE RETURN IS REVIEWED IN DETAIL BY THE CHIEF FINANCIAL OFFICER. AS A FINAL STEP THE RETURN IS PROVIDED TO THE GOVERNING BODY VIA EMAIL FOR THEIR REVIEW AND COMMENT PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION OF THE PRESIDENT AND ALL OFFICERS IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19FINANCIAL STATEMENTS ARE POSTED AND MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. ALL OTHER GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE PROCESS OF SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM PRIOR YEAR.