2016-05-13T15:49:12-05:00 2015-06-30 710650689 HUDSON CISNE & CO LLP 11025 ANDERSON DRIVE STE 300 LITTLE ROCK AR 72212 990 2014-07-01 710589907 CARTI FOUNDATION INC CART 5012963438 PO BOX 55011 LITTLE ROCK AR 72215 JEFF BURTON CFO 5016648573 2016-05-13 1 GINA R MORAN P00446473 5012211000 2016-05-13 2014 2016-08-17 19:52:53Z JEFF BURTON PO BOX 55011 LITTLE ROCK AR 72215 4317304 0 X WWW.CARTI.COM X 1987 AR TO FOSTER, SUPPORT AND ENCOURAGE THE ACTIVITIES AND PURPOSES OF CENTRAL ARKANSAS RADIATION THERAPY INSTITUTE, INC (CARTI, INC.), AND TO ADVANCE ITS OBJECTIVES, INCLUDING SPONSORSHIP OF AND ASSISTANCE TO CARTI, INC WHICH PROVIDES HEALTHCARE SERVICES TO CANCER PATIENTS. 39 38 0 750 0 0 3393239 2703871 0 0 367394 422852 -282522 -305872 3478111 2820851 428414 50821 0 0 573744 574935 0 0 0 684728 624442 1686886 1250198 1791225 1570653 15625407 17390702 250678 338828 15374729 17051874 X TO FOSTER, SUPPORT AND ENCOURAGE THE ACTIVITIES AND PURPOSES OF CENTRAL ARKANSAS RADIATION THERAPY INSTITUTE, INC (CARTI, INC.), AND TO ADVANCE ITS OBJECTIVES, INCLUDING SPONSORSHIP OF AND ASSISTANCE TO CARTI, INC WHICH PROVIDES HEALTHCARE SERVICES TO CANCER PATIENTS. 0 0 10000 0 2820851 FOR FOUR DECADES, CARTI HAS BEEN KNOWN FOR PROVIDING THE HIGHEST QUALITY PATIENT-CENTERED CANCER CARE AND FOR PROGRAMS WHICH TREAT THE PATIENT AS A WHOLE, NOT JUST THE DISEASE. FUNDS RAISED THROUGH THE CARTI FOUNDATION DIRECTLY BENEFIT AND ENHANCE THE QUALITY OF LIFE FOR THE ESTIMATED 20,000 PATIENTS CARTI TREATS EACH YEAR. THE CARTI FOUNDATION FUNDS CARTI'S RAY OF HOPE PATIENT ASSISTANCE PROGRAM, WHICH PROVIDES A WIDE RANGE OF SERVICES TO IMPACT THE PHYSICAL, FINANCIAL AND EMOTIONAL WELL-BEING OF EACH PATIENT, AND PROVIDES FUNDING FOR PROGRAMMING AND VARIOUS CAPITAL NEEDS. IN THIS FISCAL YEAR, THE CARTI FOUNDATION GRANTED $425,493 BACK TO CARTI TO FUND A VARIETY OF NEEDS, PRIMARILY THE PSYCHOSOCIAL CONCERNS THAT ACCOMPANY A CANCER DIAGNOSIS. CARTI PROVIDES SPECIALIZED SERVICES DESIGNED TO FACILITATE TREATMENT AND IMPROVE QUALITY OF LIFE FOR CANCER PATIENTS AND THEIR FAMILIES. THE FOUNDATION'S PRIMARY FUNDRAISING ACTIVITIES INCLUDE GRANTS AND PRIVATE DONATIONS, THE CARTI AUXILIARY FESTIVAL OF TREES, THE CARTI GOLF CLASSIC, TOUR DE ROCK AND THE RAGIN CAJUN BASH. PROGRAMS SUCH AS THE FOLLOWING ARE FUNDED THROUGH THE CARTI FOUNDATION:- HOUSING: OFTEN RADIATION TREATMENT IS RECEIVED 5 DAYS A WEEK OVER THE COURSE OF 6 WEEKS. WHEN A PATIENT LIVES MILES AWAY FROM A FACILITY, THE TRAVEL CAN BE DRAINING, ESPECIALLY FOR SOMEONE WHO ALREADY IS DEALING WITH THE FATIGUE ASSOCIATED WITH TREATMENT. FOR THOSE WHO FINANCIALLY QUALIFY, THE CARTI FOUNDATION PAYS FOR ACCOMMODATIONS THAT ALLOW THEM TO STAY CLOSE TO THE TREATING FACILITY, EASING THE TRAVEL AND FINANCIAL BURDEN FOR THE PATIENT AND HIS/HER FAMILY. THE NUMBER OF PATIENTS HELPED THIS FY WAS 216, FOR A TOTAL OF $67,463. - TRANSPORTATION: FOR THOSE PATIENTS WHO LIVE WITHIN DRIVING DISTANCE OF A FACILITY, OFTEN THE COST OF FUEL CAN BE A HARDSHIP, AS CAN RELYING ON A LOVED ONE TO TAKE THEM TO AND FROM TREATMENT. FOR THOSE WHO QUALIFY FINANCIALLY, OUR SOCIAL WORKERS PROVIDE FUEL VOUCHERS OR WHEN POSSIBLE, ARRANGE FOR A CARTI VAN TO TRANSPORT THEM TO/FROM THEIR TREATMENT. IN FY 2015, THE FOUNDATION FUNDED $ 132,905FOR TRANSPORTATION FOR PATIENTS. - EMOTIONAL COUNSELING: OFTEN PATIENTS AND THEIR CAREGIVERS NEED COUNSELING TO HELP THEM DEAL EMOTIONALLY WITH A CANCER DIAGNOSIS. CARTI CONTRACTS WITH TRAINED ONCOLOGY COUNSELORS TO PROVIDE LIMITED SESSIONS OF COUNSELING TO HELP THEM WITH COPING SKILLS. THE AMOUNT FUNDED IN FY 2015 WAS $21,929- NUTRITIONAL COUNSELING: BECAUSE THE TREATMENT FOR CANCER OFTEN LEAVES OUR PATIENTS WITH A LOSS OF APPETITE OR THE INABILITY TO TOLERATE FOOD, THEY LOSE WEIGHT AND ARE NOT ABLE TO CONTINUE TREATMENT. IT IS ESSENTIAL THAT THEY GET THE SERVICES OF A DIETICIAN. WHEN THAT IS THE CASE, CARTI PAYS FOR THE APPOINTMENTS, AND WHEN APPROPRIATE, PURCHASES MEAL SUPPLEMENTS SUCH AS BOOST AND ENSURE, FOR THE PATIENTS SO THEY CAN MAINTAIN THEIR WEIGHT. - CANCERANSWERS PATIENT LUNCHEONS ARE HELD THROUGHOUT THE YEAR AROUND THE STATE AND ARE DESIGNED TO PROVIDE PATIENTS AND THEIR CAREGIVERS WITH INFORMATIVE SEMINARS IN DEVELOPING THE NECESSARY COPING SKILLS REQUIRED IN DEALING WITH THEIR ILLNESS. THERE IS NO CHARGE FOR ATTENDANCE BUT SPACE IS LIMITED. FUNDING IS PROVIDED BY THE FOUNDATION THROUGH DONATIONS MADE AT THE CARTI AUXILIARY FESTIVAL OF TREES. IN FY 2015, CARTI RECEIVED APPROXIMATELY $75,000 FROM THE FOUNDATION FOR THE LUNCHEONS THAT SERVED 672 PATIENTS. - CARTI OFFERED FOUR CANCER SURVIVOR RETREATS FOR THOSE WHO ARE UNDERGOING TREATMENT. THE RETREATS, LOCATED ON PETIT JEAN MOUNTAIN, ARE FREE AND PROVIDE AN OPPORTUNITY TO VISIT WITH TRAINED COUNSELORS AND SOCIAL WORKERS, AS WELL AS OTHER SURVIVORS. - THE CARTI KIDS PROGRAM PROVIDES A SUPPORT SYSTEM FOR PEDIATRIC CANCER PATIENTS. THE PROGRAM INCLUDED THIS PAST YEAR A SUMMER TRIP FOR 16 KIDS TO BRANSON, MO., COLLEGE SCHOLARSHIPS OF $2500 TO 24 PEDIATRIC CANCER SURVIVORS, AND A HOLIDAY PARTY FOR MORE THAN 300 CHILDREN AND THEIR FAMILIES. FUNDING FOR CARTI KIDS ACTIVITIES IS PROVIDED BY PROCEEDS FROM THE CARTI KIDS GOLF CLASSIC, ALL THAT JAZZ AND OTHER GIFTS FROM THE COMMUNITY. - ONCOLOGY MASSAGE OFFERED TO OUR PATIENTS HELPS EASE THE STRESS AND ANXIETY THAT ACCOMPANIES A CANCER DIAGNOSIS AND TREATMENTS. CHEMOTHERAPY PATIENTS ARE ELIGIBLE FOR TWO MASSAGES WHILE UNDERGOING TREATMENT, AS ARE RADIATION THERAPY PATIENTS. THE TOTAL FUNDED BY THE CARTI FOUNDATION IN FY2015 WAS $10,855 FOR 310 MASSAGES.IN ADDITION, IN 2014, THE CARTI FOUNDATION BEGAN A CAPITAL CAMPAIGN FOR THE CONSTRUCTION OF THE NEW CARTI CANCER CENTER. THE FOUNDATION'S GOAL IS TO RAISE $10 MILLION TO FUND A PORTION OF THE CONSTRUCTION AND PROGRAM COSTS FOR THE CARTI CANCER CENTER, WHICH OPENED IN NOVEMBER 2015. 50821 50821 SCHOLARSHIPS - SCHOLARSHIP RECIPIENTS MUST BE OR HAVE BEEN A CANCER PATIENT AND A CARTI KID. APPLICANTS MUST COMPLETE AN APPLICATION AND SUBMIT AN ESSAY ON THE IMPACT CANCER HAD ON THEIR LIVES AND WHAT CARTI MEANT TO THEM IN ORDER TO QUALIFY FOR A SCHOLARSHIP. 60821 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 X 39 38 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AR X JEFF BURTON 5012963438 PO BOX 55011 LITTLE ROCK AR 72215 GINGER BEEBE DIRECTOR 0.00 X 0 0 0 RICK FLEETWOOD DIRECTOR 0.00 X 0 0 0 JOYCE ELLIOTT DIRECTOR 0.00 X 0 0 0 BARRY SIMON CHAIR 0.00 X 0 0 0 MARK WILLIAMSON DIRECTOR 0.00 X 0 0 0 DARRIN WILLIAMS DIRECTOR 0.00 X 0 0 0 PAUL BENHAM DIRECTOR 0.00 X 0 0 0 MARK BENTLEY DIRECTOR 0.00 X 0 0 0 TRACI BRAUNFISCH DIRECTOR 0.00 X 0 0 0 SHARON ALLEN DIRECTOR 0.00 X 0 0 0 TERRY FIDDLER DIRECTOR 0.00 X 0 0 0 MAX DAVIS DIRECTOR 0.00 X 0 0 0 G SCOTT MCLEOD DIRECTOR 0.00 X 0 0 0 JAMES R MITCHELL DIRECTOR 0.00 X 0 0 0 BRIAN ITZKOWITZ DIRECTOR 0.00 X 0 0 0 SHARON WINDHAM HEFLIN DIRECTOR 0.00 X 0 0 0 DAVID HOLSTED DIRECTOR 0.00 X 0 0 0 VINCENT INSALACO DIRECTOR 0.00 X 0 0 0 LORENE JONES-HENDERSON DIRECTOR 0.00 X 0 0 0 DENNIS JUNGMEYER DIRECTOR 0.00 X 0 0 0 J PHILLIP JETT DIRECTOR 0.00 X 0 0 0 MARY ANNE SALMON DIRECTOR 0.00 X 0 0 0 JIM MOSELEY DIRECTOR 0.00 X 0 0 0 DENNIS E JUNGMEYER DIRECTOR 0.00 X 0 0 0 TED SMITH DIRECTOR 0.00 X 0 0 0 TERRI VICK DIRECTOR 0.00 X 0 0 0 PHYLLIS ROGERS DIRECTOR 0.00 X 0 0 0 JOHN P RYAN DIRECTOR 0.00 X 0 0 0 STEPHEN BENTLEY DIRECTOR 0.00 X 0 0 0 JOHN STEURI DIRECTOR 0.00 X 0 0 0 GAYLA THOMPSON DIRECTOR 0.00 X 0 0 0 REX KYLE DIRECTOR 0.00 X 0 0 0 VICKI VOWELL DIRECTOR 0.00 X 0 0 0 STEVE WHEETLEY DIRECTOR 0.00 X 0 0 0 JOHN YOUNGBLOOD DIRECTOR 0.00 X 0 0 0 KIM ELLIS DIRECTOR 0.00 X 0 0 0 DALE SAFFOLD DIRECTOR 0.00 X 0 0 0 CINDY VAN VECKHOVEN DIRECTOR 0.00 X 0 0 0 SHELIA VAUGHT DIRECTOR 0.00 X 0 0 0 JANICE E BURFORD EX OFFICIO 0.00 X 0 0 0 KATHLEEN JONES PRESIDENT/CEO 40.00 X 150267 0 9499 JAMES SOLBERG CFO 40.00 X 245969 0 7657 396236 0 17156 2 0 1 0 0 799120 1904751 2703871 248710 248710 1364723 1190581 174142 174142 174142 0 799120 305872 -305872 -305872 2820851 422852 0 -305872 X 50821 50821 486609 486609 10890 10890 43746 43746 33690 33690 10400 10400 44255 44255 49032 49032 8358 8358 2218 2218 4958 4958 1290 1290 7897 7897 TRANSPORTATION ACS GRAN 132898 132898 PATIENT ASSISTANCE FUND 81563 81563 RETREAT "IT TAKES TWO" 74581 74581 MISCELLANEOUS 61891 61891 145101 10000 135101 1250198 60821 1189377 0 674024 825695 1896555 1968503 8926 8926 0 0 12937327 14474798 117501 121706 15625407 17390702 80296 80532 170382 258296 250678 338828 X 11161382 11202944 4213347 5848930 15374729 17051874 15625407 17390702 1570653 106493 0 X X 0 1 X 1 0 X X 1 CENTRAL ARKANSAS RADIATION THERAPY INSTITUTE INC 710437657 4 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 12937327 2568009 529345 663919 895964 14474798 11139338 1940852 1790704 1033715 899852 12937327 9813032 1627096 1320647 831751 789686 11139338 9266709 1564966 546011 822035 742619 9813032 7662745 1532925 1590136 822527 696570 9266709 0.73500 0.26500 0 0 8926 8926 0 0 FND.INVESTMENTS EQUITY 4849653 F MARY BOYD ENDOWMENT FUND 9592173 F ACCRUED INTEREST RECEVABLE 32972 F 14474798 PAYABLE TO CARTI INC. 256340 GIFT ANNUITY PAYABLE 1956 258296 3233216 106493 106493 3126723 -305872 -305872 2820851 1556070 0 1556070 -305872 -305872 1250198 PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES INCLUDED IN REVENUES -305,872. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES INCLUDED IN REVENUES -305,872. FESTIVAL OF TREES 335593 335593 187811 CARTI KIDS GOLF 208411 208411 50846 2 255116 255116 67215 799120 799120 305872 305872 -305872 1 SCHOLARSHIPS TO CARTI KIDS 16 50821 FMV PART I, LINE 2: SCHOLARSHIP RECIPIENTS (REFLECTED IN PART II) MUST BE OR HAVE BEEN A CANCER PATIENT AND A CARTI KID. APPLICANTS MUST COMPLETE AN APPLICATION AND SUBMIT AN ESSAY ON THE IMPACT CANCER HAD ON THEIR LIVES AND WHAT CARTI MEANT TO THEM. OTHER THAN SCHOLARSHIPS REFLECTED IN PART II OF SCHEDULE I, CARTI FOUNDATION GRANTS FUNDS TO CARTI, INC. ONLY. THE GRANTS ARE MADE TO CARTI ON A REIMBURSEMENT BASIS. CARTI SUMMARIZES ACTUAL APPROVED EXPENSES AND FORWARDS DETAILED INFORMATION TO THE FOUNDATION. DOCUMENTATION IS MAINTAINED ON CARTI'S GENERAL LEDGER REGARDING ACTUAL EXPENSES BY SOCIAL SERVICE ACTIVITY. X X X X X 0 1 0 0 0 0 0 0 0 KATHLEEN JONES PRESIDENT/CEO 150267 0 0 0 0 0 4905 0 4594 0 159766 0 0 0 JAMES SOLBERG CFO 245969 0 0 0 0 0 5655 0 2002 0 253626 0 0 0 MARK WILLIAMSON BOARD MEMBER A COMPANY OWNED BY THE INTERESTED PERSON PROVIDES INSURANCE SERVICES TO CARTI FOUNDATION INC. 0 X 20412 FAIR MARKET VALUE X 24 35189 FAIR MARKET VALUE X OTHER AUCTION ITEMS 272 331958 FAIR MARKET VALUE X FURNITURE 6 71768 FAIR MARKET VALUE X JEWELRY 46 24255 FAIR MARKET VALUE X TRIPS/ HOTEL STAY 24 20381 FAIR MARKET VALUE X PAINTINGS/ PICTURES 25 16948 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 USING A SECURE WEBSITE, THE ORGANIZATION CIRCULATES A DRAFT COPY OF THE FORM 990 TO THE MEMBERS OF ITS GOVERNING BODY FOR THEIR REVIEW AND COMMENTS PRIOR TO THE FILING OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C FOR EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE, AN INTEREST PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION AND ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S OFFICERS/KEY EMPLOYEES BEGINS WITH OBTAINING MARKET PRICING INFORMATION FROM AN EXTERNAL COMPENSATION CONSULTANT - HEWITT ASSOCIATES. USING THAT MARKET DATA, THE ORGANIZATION'S HUMAN RESOURCE DEPARTMENT DEVELOPS A "SALARY ACTION RECOMMENDATION", WHICH IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND ULTIMATE APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 24E LONG RANGE DEVELOPMENT : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 50,501. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,501. EMOTIONAL SUPPORT GROUPS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21,929. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,929. DELTA DENTAL GRANT PROGRAM : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,302. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,302. STEWARDSHIP : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,682. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,682. POSTAGE : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,566. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,566. BAD DEBTS : PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. BOARD EXPENSE : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,058. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,058. RECRUITMENT : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,571. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,571. SPECIAL EVENTS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,169. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,169. DUES & SUBSCRIPTIONS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,323. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,323. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTING AN AUDIT FIRM HAS NOT CHANGED SINCE THE PRIOR YEAR. CARTI INC PO BOX 55050 LITTLE ROCK AR 72215 710437657 PROVIDING RADIATION THERAPY TO CANCER PATIENTS AR 501(C)(3) 170(B)(1)(A)(III) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 CARTI INC P 1194853 ACTUAL AMOUNT PAID