2025-02-17T12:42:44-06:00 2025-01-31 814693463 JHS TAX & CONSULTING PO BOX 9500 DANVILLE CA 945260195 990 2024-09-01 942176753 BAY AREA TUMOR INSTITUTE C/O BARRY SIEGEL BAYA 5109308052 868 MANDANA BLVD OAKLAND CA 94610 BARRY SIEGEL PRESIDENT 5109308052 2025-02-14 1 0 JAMES F KEPKE P00043916 9258201821 2024 2025-03-06 01:10:19Z X BARRY SIEGEL 868 MANDANA BLVD OAKLAND CA 94610 2000 0 X WWW.BATI.ORG X 1972 CA CANCER PREVENTION AND IMPROVED PATIENT CARE THROUGH CLINICAL RESEARCH X 12 11 7 0 0 0 673496 0 16730 2000 60646 -606 1136 0 752008 1394 0 180944 0 0 1723452 161138 0 0 0 373238 111078 2096690 453160 -1344682 -451766 464657 0 12891 0 451766 0 CANCER PREVENTION AND IMPROVED PATIENT CARE THROUGH CLINICAL RESEARCH 0 0 445321 180944 CANCER RESEARCH CANCER PATIENT SERVICES 1394 CANCER EDUCATION AND TRAINING FOR PROFESSIONALS 445321 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 4 0 7 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X JEANNE OLSEN 5109308052 C/O BATI - 868 MANDANA BLVD OAKLAND CA 94610 KELLIE JOHNSON ABREU CHAIR, BOARD OF DIRECTORS 1.00 X 0 0 0 JON M GREIF DO FACS DIRECTOR 1.00 X 0 0 0 LIGAYA YADAO RN MS CNS DIRECTOR 1.00 X 0 0 0 NANCEE M HIRANO RN MS ANP AOCN DIRECTOR 1.00 X 0 0 0 MRS ROBERT C HOOVER DIRECTOR 1.00 X 0 0 0 LINDA KELLY LCSW DIRECTOR 1.00 X 0 0 0 TOM K LEE MD DIRECTOR 1.00 X 0 0 0 ANGELES PRICE RN MS CNS AOCN DIRECTOR 1.00 X 0 0 0 BRENDA SHANK MD PHD DIRECTOR 1.00 X 0 0 0 MR WILLIAM A QUINBY DIRECTOR 1.00 X 0 0 0 LISA BAILEY MD FACS DIRECTOR 1.00 X 0 0 0 BARRY BSIEGEL PRESIDENT 40.00 X 74068 0 0 74068 0 0 0 0 0 0 0 FEES FOR SERVICE 621300 2000 2000 2000 606 -606 -606 -606 1394 1394 0 0 180944 180944 142767 142767 14479 8955 5524 3892 3778 114 50493 50493 33075 33075 253 253 18458 18458 9 9 234 234 1120 1120 INTERNET AND PHONE EXPE 5040 5040 REPAIRS & MAINTENANCE 2396 195 2201 453160 445321 7839 0 463817 0 0 0 0 0 0 0 0 0 0 840 0 0 0 0 0 0 464657 0 12891 12891 0 X 451766 0 451766 0 464657 0 -451766 0 X 1 X 0 0 0 X 984158 969131 1042363 691362 2000 3689014 984158 969131 1042363 691362 2000 3689014 3689014 21957 9754 44484 60646 0 136841 3825855 0.96420 0.96310 X PART II, SHORT YEAR EXPLANATION: THE BAY AREA TUMOR INSTITUTE'S BOARD OF DIRECTORS UNANIMOUSLY APPROVED THE DISSOLUTION OF THE ORGANIZATION AND ALL OF ITS ASSETS TO TAKE PLACE ON OR ABOUT DECEMBER 31, 2024. AFTER TAKING INTO ACCOUNT ALL THE EXPENSES REQUIRED TO CARRYFORWARD THE DISSOLUTION/LIQUIDATATION OF THE ENTITY, THE BOARD OF DIRECTORS UNANIMOUSLEY VOTED TO DONATE THE REMAINDER OF THE BAY AREA TUMOR INSTITUTE'S CASH TO A EXEMPT 501 (C) 3 CHARITABLE ORGANIZATION - CONTRA COSTA REGIONAL HEALTH FOUNDATION. THE BAY AREA TUMOR INSTITUTE'S FISCAL YEAR END IS 08/31/2025, HOWEVER, THIS TAX RETURN IS A SHORT YEAR TAX RETURN FOR THE PERIOD FROM SEPTEMBER 1, 2024 THROUGH JANUARY 31, 2025. 0 CONTRA COSTA REGIONAL HEALTH FOUNDATION 50 DOUGLAS DRIVESTE310-A MARTINEZ CA 94553 200555977 501 C (3) 180944 0 FMV THE BAY AREA TUMOR INSTITUTE'S BOARD OF DIRECTORS VOTED UNANIMOUSLY TO DISSOLVE/LIQUIDATE THE ORGANIZATION AS OF 12/31/2024 AND DONATED THE REMAINDER OF THE CASH TO THE ABOVE NAMED 501 C (3) ENTITY, 1 X X 0 0 0 0 0 0 0 0 0 PART I, LINE 4 ON OCTOBER 27, 2023, THE BAY AREA TUMOR INSTITUTE'S BOARD OF DIRECTORS UNANIMOUSLY APPROVED THE DISSOLUTION OF THE ORGANIZATION AND ALL OF ITS ASSETS, TO TAKE PLACE ON OR ABOUT DECEMBER 31, 2024. AFTER TAKING INTO ACCOUNT ALL THE EXPENSES REQUIRED TO CARRYFORWARD THE DISSOLUTION/LIQUIDATATION OF THE ENTITY, THE BOARD OF DIRECTORS UNANIMOUSLEY VOTED TO DONATE THE REMAINDER OF THE BAY AREA TUMOR INSTITUTE'S CASH TO A EXEMPT 501 (C) 3 CHARITABLE ORGANIZATION - CONTRA COSTA REGIONAL HEALTH FOUNDATION. CHECK 2025-02-18 180906 CASH - READILY AVAILABLE FAIR VALUE METHOD 200555977 CONTRA COSTA REGIONAL HEALTH FOUNDA 50 DOUGLAS DRIVE SUITE 310-A MARTINEZ CA 94553 501 (C)3 CHECK 2025-02-18 25 CASH - READILY AVAILABLE FAIR VALUE METHOD 999999999 REGISTRY OF CHARITABLE TRUST AND FU PO BOX 903447 SACRAMENTO CA 942034470 GOVERNMENT ENTITY CASH DEBIT CARD 2025-02-18 12 CASH - READILY AVAILABLE FAIR VALLUE METHOD 999999999 UNITED STATES POSTAL SERVICE 577 WEST GRAND AVENUE OAKLAND CA 94612 GOVERNMENT ENTITY - POSTAL OFFICE 0 0 0 0 1 1 1 1 0 FORM 990, PART VI, SECTION A, LINE 7A THE INSTITUTE HAS A NOMINATING COMMITTEE THAT USES A FOUR OBJECTIVE CRITERIA TO DETERMINE WHICH CURRENT BOARD MEMBERS WHO'S TERM IS EXPIRING HAS SATISFIED HIS/HER RESPONSIBILITIES AND IS AVAILABLE TO BE RE-NOMINATED. THE NOMINATING COMMITTEE ALSO DETERMINES THE NUMBER OF OPEN BOARD SEATS THAT MAY BECOME AVAILABLE TO FILL, AND THEN ASKS THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS FOR NOMINATIONS OF INDIVIDUALS THAT WILL BE WILLING AND ABLE TO SERVE. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE DRAFT FORM 990 WERE PROVIDED FOR REVIEW BY THE BOARD OF DIRECTORS VIA BOARD MEETING OR EMAIL. FORM 990, PART VI, SECTION B, LINE 12C THE INSTITUTE REQUIRES EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE TO SIGN A CONFLICT OF INTEREST POLICY AFFIRMATION ANNUALLY, WHICH IS SUBJECT TO PERIODIC REVIEW. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE INSITUTES PRESIDENT, BARRY SIEGEL, IS A CONTRACTUALLY AGREED UPON AMOUNT APPROVED BY THE BOARD OF DIRECTORS WITH ADDITIONALLY APPROVED ANNUAL INCREASES. THE CHAIR OF THE BOARD OF DIRECTORS MAY AT HIS/HER DISCRETION DETERMINE A BONUS AS PART OF THE ANNUAL PERFORMANCE EVALUATION FOR ALL EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 UPON ADVANCE NOTICE, ALL GOVERNING AND SUPPORTING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.