2015-08-05T18:11:30-05:00 2014-12-31 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2014-01-01 770405779 DALMATIAN DREAMS DBA DREAM FOUNDATION DALM 8055642131 1528 CHAPALA STREET SUITE 304 SANTA BARBARA CA 93101 KISA HEYER EXECUTIVE DIRECTOR 8055642131 2015-07-29 1 CHRISLEY N REED CPA P00025230 8059629175 2014 2016-03-07 17:11:31Z DREAM FOUNDATION KIRSTEN HEYER 1528 CHAPALA ST SUITE 304 SANTA BARBARA CA 93101 5410642 0 X WWW.DREAMFOUNDATION.ORG X 1994 CA TO GRANT DREAMS TO ADULTS IN THEIR LAST YEAR OF LIFE WHO DO NOT HAVE THE FINANCIAL MEANS TO FULFILL THEIR OWN WISHES. 9 9 28 850 0 0 5382527 3611941 0 0 301046 330969 75269 -174882 5758842 3768028 1982952 1898366 0 0 1297063 1477007 0 0 356307 577051 601765 3857066 3977138 1901776 -209110 5240116 4581101 7948 49538 5232168 4531563 X THE MISSION OF THE DREAM FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE FOR INDIVIDUALS AND THEIR FAMILIES FACING A LIFE-THREATENING ILLNESS BY FULFILLING A HEART'S FINAL WISH. 0 0 3313241 1898366 THE DREAM FOUNDATION IS THE FIRST AND LARGEST NATIONAL ADULT WISH GRANTING ORGANIZATION AND HAS COMPLETED OVER 20,000 DREAMS FOR ADULTS BATTLING LIFE-LIMITING ILLNESS SINCE 1994. EACH DREAM FULFILLED ENHANCES THE QUALITY OF LIFE FOR THE INDIVIDUALS AND THEIR FAMILIES DURING THE END OF LIFE'S JOURNEY. IN 2014 THE AGENCY PROCESSED 2,364 REQUESTS FOR ASSISTANCE WITH INCREASED DONATED RESOURCES AND NO ADDITIONAL STAFF. IN 2015 THE ORGANIZATION PROJECTS 2,500 REFERRALS FROM OVER 600 HOSPICES THROUGHOUT THE UNITED STATES. ADDITIONAL REFERRALS ARE RECEIVED FROM DOCTORS, NURSES, SOCIAL WORKERS, HEALTH CARE FACILITIES, AND VIA THE INTERNET. 40% OF DREAM REFERRALS INCLUDE ADULTS THAT HAVE YOUNG CHILDREN WHO WILL BE FACING THE IMPENDING LOSS OF A PARENT. THE TOY PROGRAM WAS ESTABLISHED TO LET CHILDREN KNOW THAT THEY ARE NOT FORGOTTEN IN THE MIDST OF THE EMOTIONAL TURMOIL THE FAMILY IS FACING. THE TOY PROGRAM PROVIDES A BOX OF NEW GENDER AND AGE APPROPRIATE TOYS FOR EACH CHILD. IN 2015 THE PROGRAM SERVED OVER 1,000 CHILDREN WITH DONATED NEW TOYS AND GIFT CARDS. 3313241 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 28 1 0 0 0 0 0 1 1 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X CINDY HELLRIEGEL 8055642131 1528 CHAPALA STREET SUITE 304 SANTA BARBARA CA 93101 THOMAS W ROLLERSON PRESIDENT/FOUNDER (RESIGNED 04/2014) 40.00 X X 51288 0 9037 LUKE EBBIN MEMBER AT LARGE 1.00 X 0 0 0 DAVID GLICKMAN MEMBER AT LARGE 1.00 X 0 0 0 J PAUL GIGNAC MEMBER AT LARGE 1.00 X 0 0 0 RICHARD BURNHAM MEMBER AT LARGE 1.00 X 0 0 0 HOLLYE HARRINGTON JACOBS VICE CHAIRPERSON & SECRETA 1.00 X X 0 0 0 DAVID JOHNSON MEMBER AT LARGE (RESIGNED 05/2014) 1.00 X 0 0 0 BOBBY SHAND MEMBER AT LARGE (RESIGNED 08/2014) 1.00 X 0 0 0 BOB MURPHY MEMBER AT LARGE 1.00 X 0 0 0 CHRIS SMITH MEMBER AT LARGE (RESIGNED 09/2014) 1.00 X 0 0 0 KENNETH P SLAUGHT BOARD CHAIRMAN 2.00 X X 0 0 0 JUSTINE RODDICK MEMBER AT LARGE 1.00 X 0 0 0 MARK DEPACO MEMBER AT LARGE 1.00 X 0 0 0 CINDY HELLRIGEL DIRECTOR OF FINANCE & HR 40.00 X 60260 0 19281 KIRSTEN HEYER EXECUTIVE DIRECTOR 40.00 X 152802 0 13495 CAROL BROWN CHIEF OPERATING OFFICER 40.00 X 100200 0 8174 364550 0 49987 2 0 1 0 0 1017165 2594776 957930 3611941 105031 105031 1443920 1217982 225938 225938 225938 249750 1017165 424632 -174882 -174882 3768028 0 0 156087 1898366 1898366 414538 220516 115979 78043 765717 539254 69644 156819 30262 21775 1949 6538 165729 110386 21146 34197 100761 67510 12796 20455 18184 18184 17500 17500 17261 17261 78939 59068 8979 10892 43532 43532 32469 26395 3037 3037 26930 20806 3062 3062 102590 71812 15389 15389 53027 41467 5705 5855 33787 23651 5068 5068 6228 4360 934 934 DIRECT PROGRAM EXPENSES 68727 68727 PRINTING AND POSTAGE 62946 48142 3879 10925 REPAIRS AND MAINTENENCE 17765 12435 2665 2665 BANK AND CREDIT CARD FE 16357 11332 2597 2428 5523 5523 3977138 3313241 307590 356307 300 300 1959430 977587 64080 102837 6094 4594 285636 195612 116556 90024 1543779 2158224 1500000 1206860 49877 40675 5240116 4581101 7948 49538 7948 49538 X 4100663 3381749 689308 707617 442197 442197 5232168 4531563 5240116 4581101 -209110 -491495 0 X X 0 1 X 1 0 X 2476807 3562324 3737811 3067636 2594776 15439354 2476807 3562324 3737811 3067636 2594776 15439354 4544358 10894996 45164 61922 37511 301046 330969 776612 16215966 6055079 0.67190 0.70750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1543779 80401 1624180 1281444 262335 1543779 1006112 170000 105332 1281444 994446 11666 1006112 892069 102377 994446 0.63000 0.10000 0.27000 0 0 285636 195612 90024 90024 1206860 F 1206860 X 3325745 -491495 49212 -442283 3768028 0 3768028 4026350 49212 49212 3977138 0 3977138 PART V, LINE 4: ASSETS ARE TO BE HELD INDEFINITELY WITH INCOME AVAILABLE FOR USE TO SUPPORT THE GENERAL ACTIVITIES OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF DECEMBER 31, 2014, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE ORGANIZATION FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2011 AND 2010, RESPECTIVELY. CELEBRATION OF DREAMS GALA 980100 786640 193460 62231 65858 19525 214484 FLOWER EMPOWER LUNCHEON 87552 42962 44590 5117 15967 400 20974 2 199263 187563 11700 2625 6909 1650 8892 1266915 1017165 249750 69973 88734 21575 244350 424632 -174882 1 2,364 DREAMS TO ADULTS WHO ARE IN THEIR LAST YEAR OF LIFE AND WHO DO NOT HAVE THE FINANCIAL MEANS TO FULFILL THEM ON THEIR OWN. 2364 1085787 812579 ESTIMATED FAIR MARKET VALUE DIRECT PROGRAM EXPENSES ASSOCIATED WITH FULFILLING 2,364 DREAMS PART I, LINE 2: THE DREAM FOUNDATION DOES NOT PROVIDE CASH GRANTS TO INDIVIDUALS, BUT RATHER GRANTS DREAMS TO ADULT INDIVIDUALS THAT ARE IN THEIR LAST YEAR OF LIFE. THE FOUNDATION ALLOCATED FUNDS DIRECTLY TO THE VENDORS, OR ARRANGES IN-KIND DONATION OF GOODS AND TRAVEL, WITH THE EXCEPTION OF SMALL DAILY STIPENDS FOR MEALS, GAS, AND INCIDENTAL EXPENSES. ALL DREAMS ARE MANAGED BY DREAM CAPTAINS BASED UPON SPECIFIC GUIDELINES AND RULES AND EXPENSES ARE APPROVED BY THE PROGRAM MANAGER OR COO. ALL SUPPORTING DOCUMENTATION FOR EACH DREAM, INCLUDING APPLICATION, STATEMENTS, AND INVOICES ARE MAINTAINED BY THE FOUNDATION. X X X X 0 0 0 0 0 0 0 0 0 KIRSTEN HEYER EXECUTIVE DIRECTOR 152802 0 0 0 0 0 7500 0 5995 0 166297 0 0 0 X 1 75975 FMV ON DATE OF DONATION X OTHER DREAM EXP. 2364 233183 ESTIMATED FMV X AIRLINE TIX 360 195000 ESTIMATED FMV X AMUSEMENT PARK TICKETS 1000 150000 ESTIMATED FMV X HOTEL ACCOM. 1000 150000 ESTIMATED FMV X AIRLINE MILES 1000 65353 ESTIMATED FMV X FLOWER BOUQUETS 5000 56627 ESTIMATED FMV X TOYS AND GAMES 2064 31792 ESTIMATED FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S CHIEF OPERATING OFFICER DISTRIBUTES A COPY OF THE FINAL VERSION OF THE FORM 990 TO ALL BOARD MEMBERS REQUESTING THEY REVIEW THE FORM 990 PRIOR TO FILING. THE BOARD MEMBERS ARE GIVEN AN OPPORTUNITY AND ASKED TO REVIEW AND RAISE QUESTIONS, IF ANY. ONCE THIS PROCESS IS COMPLETE AND BOARD APPROVAL IS OBTAINED, THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH EMPLOYEE AT TIME OF HIRE AND BOARD MEMBER AT TIME OF APPOINTMENT FILLS OUT AND SIGNS CONFLICT OF INTEREST QUESTIONNAIRE AND THESE ARE MAINTAINED IN THE EMPLOYEE/BOARD MEMBERS FOLDER. THE ORGANIZATION SENDS OUT AN ANNUAL LETTER ASKING FOR CONFIRMATION OF NO CHANGES OR CHANGES IN POSSIBLE CONFLICTS AND CHANGES TO QUESTIONNAIRE ANSWERS. FORM 990, PART VI, SECTION B, LINE 15 PAGE 6, PART VI, LINE 15A&B - THE SALARIES OF THE PRESIDENT, EXECUTIVE DIRECTOR, COO, AND SENIOR STAFF ARE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AND ANY CHANGES ARE VOTED ON. FORM 990, PART VI, SECTION C, LINE 19 HARD COPIES OF ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AND ELECTRONIC VERSIONS ARE POSTED ON THE WEBSITE, GUIDESTAR, AND CHARITY NAVIGATOR. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.