2013-07-24T15:30:20-05:00 2012-12-31 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2012-01-01 770405779 DALMATIAN DREAMS DBA DREAM FOUNDATION DALM 8055642131 1528 CHAPALA STREET SUITE 304 SANTA BARBARA CA 93101 THOMAS W ROLLERSON 8055642131 2013-07-16 1 CHRISLEY N REED CPA P00025230 8059629175 2012 2016-02-24 21:20:13Z DREAM FOUNDATION THOMAS W ROLLERSON 1528 CHAPALA ST SUITE 304 SANTA BARBARA CA 93101 4562083 0 X WWW.DREAMFOUNDATION.ORG X 1994 CA TO GRANT DREAMS TO ADULTS WHO ARE IN THEIR LAST YEAR OF LIFE WHO DO NOT HAVE THE FINANCIAL MEANS TO FULFILL THEIR OWN WISHES. 11 10 25 600 0 0 3562324 3737811 0 0 61922 37511 -31395 19119 3592851 3794441 1689308 1759611 0 0 1085779 1269528 0 0 320944 468239 558101 3243326 3587240 349525 207201 2953970 3236884 10814 3949 2943156 3232935 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 3006467 1759611 THE DREAM FOUNDATION IS THE FIRST AND LARGEST NATIONAL ADULT WISH GRANTING ORGANIZATION AND HAS COMPLETED OVER 15,700 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 2012 THE AGENCY PROCESSED 2,149 REQUESTS FOR ASSISTANCE WITH INCREASED DONATED RESOURCES AND NO ADDITIONAL STAFF. IN 2013 THE ORGANIZATION PROJECTS 2,300 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 2012 THE PROGRAM SERVED 1,320 CHILDREN WITH 3,500 DONATED NEW TOYS AND GIFT CARDS. 3006467 1 1 0 0 0 0 0 0 0 1 1 0 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 4 0 1 25 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 X CINDY HELLRIEGEL 8055642131 1528 CHAPALA STREET SUITE 304 SANTA BARBARA CA 93101 THOMAS W ROLLERSON 40.00 X X 107408 0 14013 LUKE EBBIN 1.00 X 0 0 0 DAVID GLICKMAN 1.00 X X 0 0 0 J PAUL GIGNAC 1.00 X 0 0 0 RICHARD BURNHAM 1.00 X 0 0 0 HOLLYE HARRINGTON JACOBS 1.00 X X 0 0 0 DAVID JOHNSON 1.00 X 0 0 0 BOBBY SHAND 1.00 X 0 0 0 BOB MURPHY 1.00 X 0 0 0 CHRIS SMITH 1.00 X 0 0 0 KENNETH P SLAUGHT 1.00 X 0 0 0 CAROL L BROWN 40.00 X 107449 0 26765 214857 0 40778 2 0 0 0 BACARA RESORT & SPA 8301 HOLLISTER AVE SANTA BARBARA CA 93117 FACILITY RENTAL, FOOD 113564 1 804988 2932823 1096852 3737811 30873 30873 303056 296418 6638 6638 6638 490343 804988 471224 19119 19119 3794441 0 0 56630 1759611 1759611 255635 112640 65508 77487 732713 521917 82544 128252 191103 132136 22522 36445 90077 58550 13512 18015 588 588 17500 4472 13028 10704 10704 77162 63035 14127 35208 26599 4424 4185 66906 46834 10036 10036 40186 30287 4948 4951 31575 22103 4736 4736 5675 3973 851 851 OTHER PROGRAM EXPENSES 71135 71135 PRINTING AND REPRODUCTI 61033 49635 1797 9601 TELEPHONE 38002 30942 3530 3530 UTILITIES 35708 24996 5356 5356 66719 47014 16333 3372 3587240 3006467 259829 320944 9003 300 1709725 1707070 115400 45375 6057 6025 275260 141342 82389 133918 1006112 1281444 25284 62752 2953970 3236884 10814 3949 10814 3949 X 2360559 2716558 140400 74180 442197 442197 2943156 3232935 2953970 3236884 207201 82578 0 X X 0 1 X 1 0 X 2335526 2607053 2476807 3562324 3737811 14719521 2335526 2607053 2476807 3562324 3737811 14719521 4083713 10635808 19860 -5818 45164 61922 37511 158639 14878160 1516187 0.71490 0.69490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1006112 170000 114743 9411 1281444 994446 21568 9902 1006112 892069 111530 9153 994446 582639 159930 156474 6974 892069 742569 -153304 6626 582639 0.63000 0.35000 0.02000 0 0 275260 141342 133918 133918 X 3926231 82578 49212 131790 3794441 0 3794441 3636452 49212 49212 3587240 0 3587240 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ASSETS ARE TO BE HELD INDEFINITELY WITH INCOME AVAILABLE FOR USE TO SUPPORT THE GENERAL ACTIVITIES OF THE ORGANIZATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2012, 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, STATE AND LOCAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2009 AND 2008, RESPECTIVELY. CELEBRATION OF DREAMS - BACARA 2012 1135355 725000 410355 174699 79311 35126 164520 FE LUNCH - 2012 48206 24103 24103 2632 4295 8858 2 111770 55885 55885 1783 1295331 804988 490343 177331 83606 35126 175161 471224 19119 1 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. 2149 918803 840808 FAIR MARKET VALUE DIRECT PROGRAM EXPENSES ASSOCIATES WITH FULFILLING DREAMS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 STEIPINDS 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 AIRLINE MILEAGE 1200 170668 ESTIMATION PER AIRLINE GUIDELINES X DREAM EXEPNSE 1000 926184 FAIR VALUE OF DONATED PRODUCTS 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, 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. 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.