2024-11-11T16:00:11-06:00 2023-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2023-01-01 742806618 THE LIVESTRONG FOUNDATION LIVE 5122798443 623 W 38TH STREET 300 AUSTIN TX 78705 SUZANNE STONE PRESIDENT & CEO 5122798443 2024-11-08 1 1 SHANNON PETERSON P01281287 5123703200 2023 2024-10-15 13:58:12Z SUZANNE STONE 623 W 38TH STREET 300 AUSTIN TX 78705 5328824 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 SERVED AND SUPPORTED OVER 13.9 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 16 2106 0 0 1307600 1519011 83952 74706 268325 693043 -313211 -418667 1346666 1868093 1209595 86975 0 0 1580647 1951298 0 0 1370422 2166827 1785693 4957069 3823966 -3610403 -1955873 28665112 26869319 688232 556122 27976880 26313197 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 13.9 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 2167672 86975 79930 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. 2167672 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 48 0 16 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 GAGAN SAHNI 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 336376 0 67905 ELLEN ROEDER CHIEF DEVELOPMENT OFFICER 40.00 X 125300 0 8143 SUZANNE STONE INTERIM PRESIDENT/CHIEF STRATEGIC SOLUTIONS 40.00 X 144190 0 1451 ABIGAIL KLISH DIRECTOR, ACCOUNTING 40.00 X 124875 0 16699 PATRICK RASTELLI DIRECTOR, INFORMATION TECH 40.00 X 107922 0 13616 CAROLINE KAZMIERSKI VICE PRESIDENT, MARKETING 40.00 X 146138 0 8782 WILLIAM SNELL INFORMATION TECHNOLOGY ADMINISTRATOR 40.00 X 101366 0 17185 1086167 0 133781 7 0 1 0 PATIENT ADVOCATE FOUNDATION 421 BUTLER FARM RD HAMTON VA 23666 PATIENT NAVIGATION SERVICES 218284 HIGH FIVE EVENTS LLC 211 E ALPINE RD SUITE 400 AUSTIN TX 78704 EVENT MANAGEMENT SERVICES 197239 TODD MARK DBA MINDGRUB TECHNOLOGIES LLC 1215 E FORT AVE SUITE 200 BALTIMORE MD 21230 WEBSITE DEVELOPMENT & SUPPORT 180650 ODGERS BERNDTSON LLC 730 THIRD AVE 23RD FLOOR NEW YORK NY 10017 CEO RECRUITMENT 137500 4 268216 1250795 34203 1519011 LIVESTRONG FERTILITY DISCOUNT NET 900099 74706 74706 74706 573293 573293 2908332 2788582 119750 119750 119750 200259 268216 624150 -423891 -423891 41713 47999 -6286 -6286 OTHER REVENUE 900099 11510 11510 11510 1868093 79930 0 269152 86975 86975 683365 407540 31651 244174 1015969 605895 47055 363019 22793 13593 1056 8144 114764 68442 5315 41007 114407 68229 5299 40879 22281 13076 1062 8143 41274 24221 1969 15084 911 496 50 365 135353 61279 6673 67401 89209 44157 6433 38619 176043 91758 10238 74047 271736 43479 102506 125751 74097 35562 3620 34915 72010 11894 26852 33264 25328 9467 3825 12036 28837 10941 2972 14924 OTHER PROGRAM EXPENSES 502169 307399 20680 174090 MISCELLANEOUS EXPENSE 154969 97437 5744 51788 NIL PAYMENTS 127750 127750 STAFF DEVELOPMENT 53104 31670 2459 18975 10622 6412 413 3797 3823966 2167672 285872 1370422 486527 522723 34855 15268 550000 550000 1311716 1276092 200350 204905 1207078 1009503 88452 197575 24087813 22544247 161902 0 97495 97495 1083886 1069496 562116 391518 28665112 26869319 103649 139952 584583 416170 688232 556122 X 15523008 13312246 12453872 13000951 27976880 26313197 28665112 26869319 -1955873 292190 0 X X 0 1 X 1 0 X 1434467 1237373 1891283 1307600 1519011 7389734 1434467 1237373 1891283 1307600 1519011 7389734 201293 7188441 712745 215564 153696 277968 573293 1933266 184008 14320 78758 240302 200259 717647 10040647 525031 0.71590 0.71130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5575 5575 3818391 3823966 341198 85300 0 0 623494 592804 397853 341198 1955349 2933024 6162 2650 2650 5575 17037 155874 148201 99463 85300 488838 733257 5599 2650 2650 5575 16474 21816522 1200 866559 22684281 23131140 1100 -218718 1097000 21816522 28519767 1100 22273 5412000 23131140 32949616 1208 359943 4791000 28519767 36951652 68852 149112 4220000 32949616 0.45572 0.44852 0.09576 0 0 6269 1391 4878 144036 105095 38941 1056773 903017 153756 197575 OPERATING LEASE OBLIGATION 416170 416170 2806252 292190 172735 473234 938159 1868093 0 1868093 4469935 172735 473234 645969 3823966 0 3823966 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, 473,234. PART VIII, BUT SEPARATELY REPORTED FOR AUDITED FINANCIAL STATEMENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE OFFSET AGAINST REVENUE FOR FORM 990, 473,234. PART VIII, BUT SEPARATELY REPORTED FOR AUDITED FINANCIAL STATEMENTS NORTH AMERICA 0 0 FUNDRAISING 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LIVESTRONG CHALLENGE 397302 268169 129133 63822 17732 39140 414404 HONOR 5K/10K 47 47 1 71126 71126 89052 468475 268216 200259 63822 17732 39140 503456 624150 -423891 1 THE PABLOVE FOUNDATION INC 6607 W SUNSET BOULEVARD LOS ANGELES CA 90028 263006100 501(C)(3) 50000 0 COOPERATIVE AGREEMENT UNIVERSITY OF TEXAS AT AUSTIN UNIVERSITY DEVELOPMENT OFFICE PO BOX 7458 AUSTIN TX 78713 746000203 STATE GOV'T 20000 0 COOPERATIVE AGREEMENT GEORGE MARK CHILDREN'S HOME 2121 GEORGE MARK LANE SAN LEANDRO CA 94578 943255845 501(C)(3) 9375 0 COOPERATIVE AGREEMENT KIDS KICKING CANCER INC 27600 NORTHWESTERN HWY STE 220 SOUTHFIELD MI 48034 383500655 501(C)(3) 7600 0 COOPERATIVE AGREEMENT 4 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 333137 0 0 0 3239 0 52600 0 15305 0 404281 0 0 0 CAROLINE KAZMIERSKI VICE PRESIDENT, MARKETING 145857 0 0 0 281 0 0 0 8782 0 154920 0 0 0 X 6 13370 COST X MISCELLANEOUS ITEMS 5 20833 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 13.9 MILLION PEOPLE: OVER 300,000 PEOPLE IN 2023 ALONE. THESE PROGRAMS HAVE HELPED FAMILIES SAVE MORE THAN $100 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. 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 XII, LINE 2C: THE PROCESS OF SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM PRIOR YEAR.