2014-08-11T15:21:00-05:00 2013-12-31 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2013-01-01 770405779 DALMATIAN DREAMS DBA DREAM FOUNDATION DALM 8055642131 1528 CHAPALA STREET SUITE 304 SANTA BARBARA CA 93101 KISA HEYER EXECUTIVE DIRECTOR 8055642131 2014-08-07 1 CHRISLEY N REED CPA P00025230 8059629175 2013 2015-11-30 17:44:51Z DREAM FOUNDATION KIRSTEN HEYER 1528 CHAPALA ST SUITE 304 SANTA BARBARA CA 93101 6667333 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. 11 10 27 600 0 0 3737811 5382527 0 0 37511 301046 19119 75269 3794441 5758842 1759611 1982952 0 0 1269528 1297063 0 0 323704 558101 577051 3587240 3857066 207201 1901776 3236884 5240116 3949 7948 3232935 5232168 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 3237069 1982952 THE DREAM FOUNDATION IS THE FIRST AND LARGEST NATIONAL ADULT WISH GRANTING ORGANIZATION AND HAS COMPLETED OVER 18,000 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 2013 THE AGENCY PROCESSED 2,348 REQUESTS FOR ASSISTANCE WITH INCREASED DONATED RESOURCES AND NO ADDITIONAL STAFF. IN 2014 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 2013 THE PROGRAM SERVED 1,444 CHILDREN WITH 3,000 DONATED NEW TOYS AND GIFT CARDS. 3237069 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 27 0 0 0 0 0 0 1 1 0 0 0 0 X 11 10 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 40.00 X X 120280 0 18565 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 1.00 X 0 0 0 BOBBY SHAND MEMBER AT LARGE 1.00 X 0 0 0 BOB MURPHY MEMBER AT LARGE 1.00 X 0 0 0 CHRIS SMITH MEMBER AT LARGE 1.00 X 0 0 0 KENNETH P SLAUGHT BOARD CHAIRMAN 1.00 X X 0 0 0 CAROL L BROWN CHIEF OPERATING OFFICER 40.00 X 101568 0 8678 KIRSTEN HEYER EXECUTIVE DIRECTOR 40.00 X 10417 0 0 232265 0 27243 2 0 0 0 BACARA RESORT & SPA 8301 HOLLISTER AVENUE GOLETA CA 93117 SPECIAL EVENT 105898 1 814891 4567636 2558327 5382527 157039 157039 624240 480233 144007 144007 144007 503527 814891 428258 75269 75269 5758842 0 0 376315 1982952 1982952 259508 113092 41567 104849 812405 577337 115008 120060 19491 16284 1143 2064 114827 77337 27987 9503 90832 59041 8855 22936 6672 6672 17500 17500 11915 11915 105402 72056 21165 12181 22291 17360 2610 2321 35132 29258 2937 2937 94807 66365 14221 14221 49530 32480 11540 5510 33643 23551 5046 5046 5886 4120 883 883 PRINTING AND POSTAGE 102944 79785 4605 18554 DIRECT PROGRAM EXPENSES 68060 68060 REPAIRS AND MAINTENENCE 17593 12315 2639 2639 VOLUNTEER RECOGNITION 5676 5676 3857066 3237069 296293 323704 300 300 1707070 1959430 45375 64080 6025 6094 278381 161825 133918 116556 1281444 1543779 1500000 62752 49877 3236884 5240116 3949 7948 3949 7948 X 2716558 4100663 74180 689308 442197 442197 3232935 5232168 3236884 5240116 1901776 97457 0 X X 0 1 X 1 0 X 2607053 2476807 3562324 3737811 3067636 15451631 2607053 2476807 3562324 3737811 3067636 15451631 4208228 11243403 -5818 45164 61922 37511 301046 439825 15891456 3783019 0.70750 0.71490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1281444 262335 1543779 1006112 170000 105332 1281444 994446 11666 1006112 892069 102377 994446 582639 159930 149500 892069 0.63250 0.28650 0.08100 0 0 278381 161825 116556 116556 1500000 F 1500000 X 5905511 97457 49212 146669 5758842 0 5758842 3906278 49212 49212 3857066 0 3857066 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, 2013, 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 2010 AND 2009, RESPECTIVELY. CELEBRATION OF DREAMS 1034480 682456 352024 66531 146798 75677 24185 73495 FLOWER EMPOWER LUNCH 100648 40790 59858 2000 4842 8627 200 9691 3 183290 91645 91645 16212 1318418 814891 503527 68531 151640 84304 24385 99398 428258 75269 1 2,348 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. 2348 1069125 913827 ESTIMATED FAIR MARKET VALUE DIRECT PROGRAM EXPENSES ASSOCIATED WITH FULFILLING 2,348 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 1 1500000 APPRAISAL X 54 24100 ESIMATED FMV X HOTEL ACCOM. 2000 300000 ESTIMATED FMV X OTHER DREAM E 2348 249386 ESTIMATED FMV X AIRLINE TIX 270 159000 ESTIMATED FMV X AIRLINE MILES 1000 127925 ESTIMATED FMV X AMUSEMENT PAR 2000 100000 ESTIMATED FMV X FLOWER BOUQUE 5000 60023 ESTIMATED FMV X TOYS AND GAME 2700 37893 ESTIMATED FMV 1 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 OUR WEBSITE, GUIDESTAR, AND CHARITY NAVIGATOR. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S AUDIT COMMITTEE REVIEWS PROPOSALS AND SELECTS A FIRM TO CONDUCT AUDIT AND PREPARE FORM 990. COMMITTEE REVIEWS AND DISTRIBUTES A COPY OF THE AUDIT REPORT AND ANY CORRESPONDENCE TO FINANCE COMMITTEE AND BOARD MEMBERS. FINANCE COMMITTEE AND BOARD MEMBERS ARE GIVEN AN OPPORTUNITY TO DISCUSS AND RAISE QUESTIONS, IF ANY.