2023-11-15T16:38:17-06:00 2022-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2022-01-01 742806618 THE LIVESTRONG FOUNDATION LIVE 5122798398 623 W 38TH STREET 300 AUSTIN TX 78705 SUZANNE STONE INTERIM PRESIDENT 5122798398 2023-11-14 1 SUZANNE STONE 999009999 0 SEAN HOLCOMB P01249221 5123703200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUZANNE STONE 623 W 38TH STREET 300 AUSTIN TX 78705 4994246 0 X WWW.LIVESTRONG.ORG X 1997 TX THE LIVESTRONG FOUNDATION (THE "FOUNDATION") IS A NATIONAL NONPROFIT ORGANIZATION, HEADQUARTERED IN AUSTIN, TEXAS, DEDICATED TO IMPROVING THE LIVES OF PEOPLE AFFECTED BY CANCER FROM THE POINT OF DIAGNOSIS THROUGH THE ENTIRE CANCER JOURNEY.SINCE 1997, THE FOUNDATION HAS SUPPORTED 10.9 MILLION PEOPLE WHO HAVE BEEN AFFECTED BY CANCER. THE FOUNDATION IS FOCUSED ON SOLVING THE EVERYDAY PROBLEMS CAUSED BY CANCER WHICH UNNECESSARILY COMPROMISE QUALITY OF LIFE. FINDING AND FUNDING THESE SOLUTIONS IS OUR PRIMARY FOCUS.THE FOUNDATION ACCOMPLISHES THIS IN THREE WAYS: THROUGH ITS SURVIVORSHIP PROGRAMS, ITS COLLABORATIVE PARTNERSHIPS WITH COMMUNITY AND GRASSROOTS ORGANIZATIONS, AND ITS SOLUTION GRANTS PROGRAM FINDING INNOVATIVE SOLUTIONS TO THE EVERYDAY PROBLEMS FACED BY CANCER PATIENTS AND THEIR FAMILIES. 6 6 18 2107 0 0 1891283 1307600 55945 83952 425848 268325 -138236 -313211 2234840 1346666 5488299 1209595 0 0 2104650 1580647 0 0 1586142 1263136 2166827 8856085 4957069 -6621245 -3610403 32201486 28665112 188154 688232 32013332 27976880 X THE LIVESTRONG FOUNDATION (THE "FOUNDATION") IS A NATIONAL NONPROFIT ORGANIZATION, HEADQUARTERED IN AUSTIN, TEXAS, DEDICATED TO IMPROVING THE LIVES OF PEOPLE AFFECTED BY CANCER FROM THE POINT OF DIAGNOSIS THROUGH THEIR ENTIRE CANCER JOURNEY. SINCE INCEPTION 1997, THE FOUNDATION HAS BEEN A VOICE FOR CANCER SURVIVORS AND HAS SUPPORTED MORE THAN 10.9 MILLION PEOPLE. THE FOUNDATION IS FOCUSED ON SEARCHING FOR THE MOST OVERLOOKED PROBLEMS IN CANCER CARE AND THEN FINDING AND FUNDING SOLUTIONS THAT CAN HELP PEOPLE RIGHT AWAY. THE FOUNDATION ACCOMPLISHES THIS IN THREE WAYS: THROUGH ITS SURVIVORSHIP PROGRAMS, ITS COLLABORATIVE PARTNERSHIPS WITH COMMUNITY AND GRASSROOTS ORGANIZATIONS, AND ITS SOLUTION GRANTS PROGRAM FINDING INNOVATIVE SOLUTIONS TO THE EVERYDAY PROBLEMS FACED BY CANCER PATIENTS AND THEIR FAMILIES. 0 0 3113504 1209595 119964 THE FOUNDATION IS FOCUSED ON SEARCHING FOR THE MOST OVERLOOKED PROBLEMS IN CANCER CARE AND THEN FINDING AND FUNDING SOLUTIONS THAT CAN HELP PEOPLE RIGHT AWAY. THE FOUNDATION ACCOMPLISHES THIS IN THREE WAYS: THROUGH ITS SURVIVORSHIP PROGRAMS, ITS COLLABORATIVE PARTNERSHIPS WITH COMMUNITY AND GRASSROOTS ORGANIZATIONS, AND ITS SOLUTION GRANTS PROGRAM FINDING INNOVATIVE SOLUTIONS TO THE EVERYDAY PROBLEMS FACED BY CANCER PATIENTS AND THEIR FAMILIES.SEE CONTINUATION ON SCHEDULE O, PAGE 1. 3113504 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 33 0 18 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DE FL GA HI IA ID IL IN KS KY LA MA ME MD MI MN MO MS NC ND NE NH NJ NY NM OH OK OR PA RI SC SD TN TX UT VA VT WA WI X X SUZANNE STONE 5122798380 623 W 38TH STREET STE 300 AUSTIN TX 78705 CANDICE AARON CHAIR 1.00 X X 0 0 0 JOSEPH C ARAGONA VICE CHAIR 1.00 X X 0 0 0 JEFFERY C GARVEY SECRETARY/ TREASURER 1.00 X X 0 0 0 DENA JANSEN DIRECTOR 1.00 X 0 0 0 SCOTT JOY DIRECTOR 1.00 X 0 0 0 MICHELLE MILFORD MORSE DIRECTOR 1.00 X 0 0 0 GREG D LEE PRES/CEO/GRANTS OFFICER 40.00 X 320888 0 64570 SUZANNE STONE INTERIM PRESIDENT/CHIEF STRATEGIC SOLUTIONS 40.00 X 169376 0 8626 ABIGAIL KLISH DIRECTOR, ACCOUNTING 40.00 X 104292 0 15509 PATRICK RASTELLI DIRECTOR, INFORMATION TECHNOLOGY 40.00 X 100325 0 11916 AUDREY WALTER DIRECTOR, DEVELOPMENT 40.00 X 104463 0 6862 799344 0 107483 5 0 1 0 PATIENT ADVOCATE FOUNDATION 421 BUTLER FARM RD HAMTON VA 23666 PATIENT NAVIGATION SERVICES 221091 DEED ENTERTAINMENT 1500 E 4TH ST AUSTIN TX 78702 EVENT VENDOR 213606 HIGH FIVE EVENTS LLC 211 E ALPINE RD SUITE 400 AUSTIN TX 78704 EVENT MANAGEMENT SERVICES 184795 6 324309 983291 42963 1307600 LIVESTRONG FERTILITY DISCOUNT NET 900099 83952 83952 83952 277968 277968 3023287 3032930 -9643 -9643 -9643 240302 324309 589525 -349223 -349223 38030 25125 12905 12905 OTHER REVENUE 900099 23107 23107 23107 1346666 119964 0 -80898 X 1209595 1209595 491770 303922 23328 164520 879836 543752 41737 294347 23293 14395 1105 7793 95165 58814 4514 31837 90583 55982 4297 30304 7563 3876 496 3191 44399 22753 2911 18735 4871 2156 270 2445 529714 310293 19833 199588 113966 49144 5706 59116 142700 66525 8258 67917 191235 97809 10959 82467 476246 160426 88578 227242 64850 31960 3473 29417 180790 62168 32838 85784 23581 9646 4101 9834 34480 13972 4207 16301 BAD DEBT 247931 0 0 247931 OTHER PROGRAM EXPENSES 85000 85000 MISCELLANEOUS EXPENSE 14094 8344 492 5258 MEMBERSHIP DUES 3505 1796 230 1479 1902 1176 90 636 4957069 3113504 257423 1586142 1054999 486527 154127 0 519927 34855 200000 550000 1329029 1311716 191472 200350 1072628 984176 91927 88452 27306801 24087813 254318 161902 15000 97495 1083886 1083886 0 562116 32201486 28665112 149742 103649 38412 0 0 584583 188154 688232 X 19411219 15523008 12602113 12453872 32013332 27976880 32201486 28665112 -3610403 -426049 0 X X 0 1 X 1 0 X 2370497 1434467 1237373 1891283 1307600 8241220 2370497 1434467 1237373 1891283 1307600 8241220 4465 8236755 1206067 712745 215564 153696 277968 2566040 254974 184008 14320 78758 240302 772362 11579622 502653 0.71130 0.64990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2650 2650 4954419 4957069 397853 99463 0 0 654401 623494 592804 397853 2268552 3402828 31432 6162 2650 2650 42894 163600 155874 148201 99463 567138 850707 25977 5599 2650 2650 36876 23131140 1100 -218718 1097000 21816522 28519767 1100 22273 5412000 23131140 32949616 1208 359943 4791000 28519767 36951652 68852 149112 4220000 32949616 43338583 68395 -4080326 2375000 36951652 0.45580 0.46631 0.07790 0 0 6269 973 5296 144036 94144 49892 922323 889059 33264 88452 OPERATING LEASE OBLIGATION 584583 584583 1449153 -426049 96142 432394 102487 1346666 0 1346666 5485605 96142 432394 528536 4957069 0 4957069 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, 432,394. PART VIII, BUT SEPARATELY REPORTED FOR AUDITED FINANCIAL STATEMENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE OFFSET AGAINST REVENUE FOR FORM 990, 432,394. PART VIII, BUT SEPARATELY REPORTED FOR AUDITED FINANCIAL STATEMENTS NORTH AMERICA 0 0 FUNDRAISING CENTRAL AMERICA AND THE CARIBBEAN 0 2 PROGRAM SERVICES TO BRING AWARENESS OF LIVESTRONG PROGRAMS TO BOTH THE LOCAL PEOPLE IN NASSAU, BAHAMAS AND THE FANS FROM ALL EIGHT TEAMS ATTENDING THE BATTLE 4 ATLANTIS WOMEN'S BASKET BALL TOURNAMENT. 30000 0 2 0 0 0 2 30000 0 30000 0 0 0 0 0 0 PART III ACCOUNTING METHOD: LIVESTRONG CHALLENGE 449154 312532 136622 36714 28147 16213 364612 HONOR 5K/10K 36216 11777 24439 11791 8163 975 56327 79241 79241 66582 564611 324309 240302 48505 36310 17188 487521 589524 -349222 1 THE PABLOVE FOUNDATION INC 6607 W SUNSET BOULEVARD LOS ANGELES CA 90028 263006100 501(C)(3) 25000 0 COOPERATIVE AGREEMENT UNIVERSITY OF TEXAS AT AUSTIN UNIVERSITY DEVELOPMENT OFFICE PO BOX 7458 AUSTIN TX 78713 746000203 STATE GOV'T 1097000 0 COOPERATIVE AGREEMENT VITALHEARTS 930 SOUTH BUTLER WAY LAKEWOOD CO 80226 260374470 501(C)(3) 24600 0 COOPERATIVE AGREEMENT WONDERS & WORRIES INC 9101 BURNET RD SUITE 205 AUSTIN TX 78758 743012982 501(C)(3) 25000 0 COOPERATIVE AGREEMENT CANCER SUPPORT COMMUNITY LOS ANGELES 400 NORTH ROXBURY DRIVE STE 300 BEVERLY HILLS CA 90210 330287070 501(C)(3) 12020 0 COOPERATIVE AGREEMENT GEORGE MARK CHILDREN'S HOME 2121 GEORGE MARK LANE SAN LEANDRO CA 94578 943255845 501(C)(3) 9375 0 COOPERATIVE AGREEMENT HENNEPIN HEALTH FOUNDATION 701 PARK AVENUE MINNEAPOLIS MN 55415 410845733 501(C)(3) 9000 0 COOPERATIVE AGREEMENT KIDS KICKING CANCER INC 27600 NORTHWESTERN HWY STE 220 SOUTHFIELD MI 48034 383500655 501(C)(3) 7600 0 COOPERATIVE AGREEMENT 8 0 PART I, LINE 2: THE 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. X X X X X 0 0 0 0 0 0 0 0 0 GREG D LEE PRES/CEO/GRANTS OFFICER 318512 0 0 0 2376 0 52600 0 11970 0 385458 0 0 0 SUZANNE STONE INTERIM PRESIDENT/CHIEF STRATEGIC SO 168824 0 0 0 552 0 0 0 8626 0 178002 0 0 0 X 14 23898 COST X MISCELLANEOUS ITEMS 108 19065 RETAIL VALUE 0 1 0 FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: SURVIVORSHIP PROGRAMS - THROUGH ITS NAVIGATION, FERTILITY, AND HELP STARTS HERE PROGRAMS, THE FOUNDATION HAS SERVED AND SUPPORTED MOTHE THAN 13.7 MILLION PEOPLE: OVER 300,000 PEOPLE IN 2022 ALONE. IN ADDITION, THESE PROGRAMS HAVE HELPED FAMILIES SAVE MORE THAN $98.7 MILLION IN HEALTH CARE RELATED COSTS. SOLUTION GRANTS PROGRAM - WE HAVE FUNDED AND SUPPORTED 615 PROGRAMS AND INITIATIVES PROVIDING SOLUTIONS TO EVERYDAY CANCER PROBLEMS TOTALING $588 MILLION. 2022 NEW GRANT FUNDING WAS FOCUSED ON SOLVING ISSUES RELATED TO NUTRITION AND MENTAL HEALTH, FUNDING 4 UNIQUE PROGRAMS ACROSS THE COUNTRY. LIVESTRONG CANCER INSTITUTE - AN ONGOING COLLABORATION WITH THE UNIVERSITY OF TEXAS, WE ARE WORKING WITH CLINICAL STAFF TO REVOLUTIONIZE THE WAY CANCER PATIENTS ARE CARED FOR. SINCE ITS INCEPTION, THE CLINIC HAS SERVED OVER 1,595 PATIENTS AND DEVELOPED NEW CANCER NAVIGATION PROTOCOLS WHICH PUT THE PATIENT AND THEIR QUALITY OF LIFE AT THE CENTER OF CARE. FORM 990, PART VI, SECTION B, LINE 11B THE 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 VICE PRESIDENT OF FINANCE. 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 12C ANNUALLY BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE 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 19 FINANCIAL 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 IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 310,293. MANAGEMENT AND GENERAL EXPENSES 19,833. FUNDRAISING EXPENSES 199,588. TOTAL EXPENSES 529,714. 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.