2025-05-15T15:46:20-05:00 2024-06-30 201941244 HORNE LLP 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2023-07-01 202046461 MARY BIRD PERKINS CANCER CENTER FOUNDATION MARY 2252151223 4950 ESSEN LANE BATON ROUGE LA 70809 SANDRA C LEBLANC INTERIM CFO 2252151223 2025-05-15 1 0 AMIE WHITTINGTON DEAN CPA P01082167 6013261000 2025-05-15 2023 2025-03-06 01:10:19Z JONAS FONTENOT PHD 4950 ESSEN LANE BATON ROUGE LA 70809 3180162 0 X WWW.MARYBIRDFOUNDATION.ORG X FOUNDATION 2005 LA TO BUILD A LONG-TERM ENDOWMENT TO SUPPORT THE FIGHT AGAINST CANCER. 14 13 0 13 950602 949602 5940385 2283981 0 0 333184 466496 594343 429685 6867912 3180162 715820 664996 0 0 7735 0 0 0 98602 113102 367857 836657 1032853 6031255 2147309 29149857 34518735 107205 500471 29042652 34018264 X TO BUILD A LONG-TERM SUSTAINABLE ENDOWMENT FUND AND PROVIDE FOR THE STEWARDSHIP OF SUCH FUNDS IN ORDER TO HELP FIGHT CANCER IN THE COMMUNITIES SERVED BY THE CENTER. THE FOUNDATION MAY ALSO PROVIDE SUPPORT TO OTHER NON-PROFIT ORGANIZATIONS LOCATED IN THE GEOGRAPHIC AREAS SERVED BY THE CENTER, WHICH HAVE DEMONSTRATED THE ABILITY TO CONDUCT CANCER-RELATED PROGRAMS OR SERVICES THAT REDUCE CANCER INCIDENCE AND MORTALITY, OR IMPROVE THE QUALITY OF LIFE FOR THOSEAFFECTED BY CANCER. 0 0 664996 664996 -520917 FOUNDATION BOARD-APPROVED GRANT FUNDING TO BENEFIT THE MISSION AND PATIENT CARE ACTIVITIES OF THE CENTER IN THE AREAS IT SERVES. 664996 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 LA X SANDRA C LEBLANC 2252151321 4950 ESSEN LANE BATON ROUGE LA 70809 X JONAS FONTENOT PRESIDENT/CEO 1.00 40.00 X X 0 552655 89893 NATHANIEL TANNEHILL MEMBER -CHAIR 1.00 1.00 X X 0 0 0 REBECCA NELSON MEMBER - PART YEAR 1.00 1.00 X 0 0 0 ROLFE MILLER MEMBER - VICE CHAIR 1.00 X X 0 0 0 DAVID PERRY MEMBER - SECRETARY/TREASURER 1.00 X X 0 0 0 ROSE HUDSON MEMBER 1.00 X 0 0 0 JEANNE JAMES MEMBER 1.00 X 0 0 0 BRETT FURR MEMBER 1.00 X 0 0 0 BEAU OLINDE MEMBER 1.00 X 0 0 0 SUSAN BLANCHARD MEMBER 1.00 X 0 0 0 KATIE GRAVES MEMBER 1.00 X 0 0 0 SHEILA STERLING MEMBER 1.00 X 0 0 0 KIMBERLY GINN MEMBER 1.00 X 0 0 0 JONATHAN BRUSER MEMBER 1.00 X 0 0 0 ART FAVRE MEMBER 1.00 X 0 0 0 TODD STEVENS CHIEF STRATEGIC AND BUSINE 1.00 40.00 X 0 1090817 97553 DANA NEUCERE CFO 2.00 40.00 X 0 0 0 DANIELLE MACK VP CHIEF DEVELOPMENT OFFIC 40.00 2.00 X 0 223669 12069 ELEANOR CARTER STONE SENIOR DIRECTOR OF DEVELOPMENT, MAJOR GIFTS 40.00 1.00 X 0 135627 25121 0 2002768 224636 0 0 1 0 0 2283981 2283981 466496 466496 EARNINGS FROM RELATED 900099 429685 -520917 950602 429685 3180162 -520917 950602 466496 664996 664996 2276 2276 207 207 TAX EXPENSE 268000 268000 PLANNED GIVING 34452 34452 WEBSITE 26702 26702 PROFESSIONAL FEES 21667 21667 14553 1255 13298 1032853 664996 269255 98602 31402 46725 1071684 1883559 1683789 1763853 74074 0 25505565 29611570 783343 1213028 29149857 34518735 29573 299357 77632 201114 107205 500471 X 13018027 14305707 16024625 19712557 29042652 34018264 29149857 34518735 X 2147309 2828302 1 X X 0 1 X 1 0 X 1970453 1119926 1543524 2161159 2283981 9079043 1970453 1119926 1543524 2161159 2283981 9079043 2033980 7045063 289307 251528 258526 333184 466496 1599041 950602 950602 289000 594343 -520917 362426 11991112 0.58750 X PART II, SECTION A, LINE 1 UNUSUAL GRANTS: THE FOUNDATION HAD TWO UNUSUAL GRANT SOURCES THAT HAVE BEEN EXLUDED FROM ALL CALCULATIONS. THE FIRST WAS A PARTNERHSIP DISTRIBUTION ERRONEOUSLY CLASSIFIED AS CONTRIBUTION INCOME ON PRIOR YEAR TAX RETURN BY PREVIOUS TAX PREPARER. AMOUNT WAS 3,624,872 FOR 6/30/23 (2022). THE SECOND UNUSUAL GRANT SOURCE WAS DR. CHARLES SMITH, TOTALLING $3,217,001. THIS FIGURE HAS ALSO BEEN EXCLUDED FROM ALL CALCULATIONS. THE GRANT FROM DR. SMITH WAS BY BEQUEST. DR. SMITH DIED SEPTEMBER 15, 2020. FUNDS WERE RECEIVED FROM HIS ESTATE IN EACH OF THE YEARS 2020-2022. DR. SMITH WAS A PHYSICIAN WHO LIVED AND PRACTICED MEDICINE FOR OVER 60 YEARS IN LAKE CHARLES, LA. HE WAS NOT MARRIED AND HAD NO CHILDREN. IN HIS WILL, DR. SMITH BEQUEATHED 60% OF HIS ENTIRE ESTATE TO LOUISIANA STATE UNIVERSITY - COLLEGE OF SCIENCE, DEPT. OF PHYSICS AND ASTRONOMY, WHERE HE HAD ESTABLISHED THE DR. CHARLES M. SMITH CHAIR OF MEDICAL PHYSICS. HE BEQUEATHED THE REMAINING 40% OF HIS ESTATE TO THE FOUNDATION. OTHER THAN THE GENEROUS BEQUEST, DR. SMITH HAD NO RELATIONSHIP WITH THE FOUNDATION, NOR WITH THE FOUNDATION'S RELATED ORGANIZATIONS. HE NEVER SERVED ON THE BOARDS. DR. SMITH WAS A CANCER PATIENT WHOSE DONATIONS TO LSU AND THE FOUDNATION WERE MADE TO IMPROVE CANCER CARE IN LOUISIANA AND ACROSS THE GULF SOUTH, AND TO ELEVATE THE FIELD OF MEDICAL PHYSICS TO IMPROVE CANCER CARE FOR EVERYONE. THE UNUSUAL GRANTS WERE NOT INCLUDED IN PART II, SECTION A, LINE 1, NOR WERE THEY INCLUDED IN PART II, SECTION A, LINE 5. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 28259353 2283981 3391677 664996 196735 33073279 21148601 5940909 2015820 715780 130197 28259353 21685815 2986383 -2804546 640727 78324 21148601 15915171 2741498 3996225 889122 77957 21685815 14349796 1970453 299479 559000 145557 15915171 0.12000 0.83000 0.05000 0 0 0 DUE TO MBPCC 201114 201114 X 6008465 2828302 1 2828303 3180162 0 3180162 1032853 0 1032853 0 1032853 PART V, LINE 4: TO SUPPORT THE TREATMENT OF CANCER AND CANCER RELATED ILLNESSES SOLELY ALLOCATED TO MARY BIRD PERKINS CANCER CENTER OR ANY OTHER DESIGNEE. PART X, LINE 2: THE CANCER CENTER AND FOUNDATION ARE NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. GSOH IS TAXED AS A PARTNERSHIP. SINCE THE PARTNERS OF THESE ORGANIZATIONS ARE TAXED BASED ON THEIR PROPORTIONATE SHARE OF TAXABLE INCOME, NO PROVISION IS MADE FOR INCOME TAXES. THE COMPANY HAS RECOGNIZED AN INCOME TAX LIABILITY AND CORRESPONDING EXPENSE FOR THE YEAR ENDED JUNE 30, 2024 DUE TO UNRELATED BUSINESS INCOME RECOGNIZED IN FISCAL YEAR 2023 OF $268,000. THE COMPANY HAS EVALUATED ITS POSITION REGARDING THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND DOES NOT BELIEVE THAT IT HAS ANY MATERIAL UNCERTAIN TAX POSITIONS AT JUNE 30, 2024. WITH FEW EXCEPTIONS, THE STATUTE OF LIMITATIONS FOR THE EXAMINATION OF THE COMPANY'S INCOME TAX RETURNS IS GENERALLY THREE YEARS FROM THE DUE DATE OF THE TAX RETURN INCLUDING EXTENSIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 1 MARY BIRD PERKINS CANCER CENTER 4950 ESSEN LANE BATON ROUGE LA 70809 237010520 501(C)(3) 664996 0 SUPPORT OF THE ORGANIZATION'S CHARITABLE MISSION 1 0 1 0 0 0 0 0 0 0 TODD STEVENS CHIEF STRATEGIC AND BUSINE 0 407692 0 210000 0 473125 0 66500 0 31053 0 1188370 0 0 JONAS FONTENOT PRESIDENT/CEO 0 492351 0 50150 0 10154 0 66500 0 23393 0 642548 0 0 DANIELLE MACK VP CHIEF DEVELOPMENT OFFIC 0 186679 0 28733 0 8257 0 11183 0 886 0 235738 0 0 ELEANOR CARTER STONE SENIOR DIRECTOR OF DEVELOPMENT, MAJO 0 122553 0 13012 0 62 0 7071 0 18050 0 160748 0 0 PART I, LINE 4B TODD STEVENS - $50,000 DEFERRED COMPENSATION JONAS FONTENOT - $50,000 DEFERRED COMPENSATION DANA NEUCERE - $25,000 DEFERRED COMPENSATION PART I, LINE 3: THE FOUNDATION'S OFFICERS AND KEY EMPLOYEE RECEIVE COMPENSATION FROM A RELATED ORGANIZATION, MARY BIRD PERKINS CANCER CENTER (MBPCC). MBPCC USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: (1) COMPENSATION COMMITTEE, (2) WRITTEN EMPLOYMENT CONTRACT, (3) COMPENSATION SURVEY OR STUDY AND (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER BEFORE FILING AND IS ALSO SHARED WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY AND CONSISTENTLY MONITORS AND ENFORCES ITS PROVISIONS. ANNUALLY, ALL DIRECTORS SUBMIT TO THE CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER A CONFLICT OF INTEREST DISCLOSURE STATEMENT LISTING ALL FINANCIAL AND CONFLICTING INTERESTS AND AMENDMENTS THERETO DURING THE YEAR AS ANY ADDITIONAL FINANCIAL OR CONFLICTING INTERESTS ARISE. THE STATEMENT INCLUDES AN ACKNOWLEDGEMENT THAT THE PERSON SIGNING THE FORM: I) RECEIVED A COPY OF THE POLICY AND BYLAWS; II) HAS READ AND UNDERSTANDS THIS ARTICLE; III) AGREES TO COMPLY WITH THE PROVISIONS OF THIS ARTICLE; IV) UNDERSTANDS THAT THIS ARTICLE APPLIES TO THE BOARD; AND V) UNDERSTANDS THAT THIS CORPORATION AND ITS AFFILIATES ARE ORGANIZED TO ADVANCE CHARITABLE PURPOSES AND THAT IN ORDER TO MAINTAIN TAX-EXEMPT STATUS, THEY MUST CONTINUOUSLY ENGAGE PRIMARILY IN ACTIVITES WHICH ACCOMPLISH ONE OR MORE OF THEIR TAX-EXEMPT PURPOSES. THE BYLAWS FURTHER STATE THAT WHERE A MATTER BROUGHT BEFORE THE BOARD GIVES RISE TO A POTENTIAL CONFLICT OF INTEREST, THE FOLLOWING ADDITIONAL STEPS MAY BE TAKEN AT THE DIRECTION OF THE BOARD: I) THE AFFECTED PERSON, AFTER THE DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANSWERING ANY QUESTIONS THAT MIGHT BE ASKED OF HIM/HER, SHALL WITHDRAW FROM THE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON; II) IF A CONFLICT EXISTS, THE INTERESTED PERSON SHALL REMAIN OUT OF THE MEETING FOR SO LONG AS THE BOARD SHALL DETERMINE; III) THE INTERESTED PERSON SHALL NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM, NOR ALLOWED TO PARTICIPATE IN THE DELIBERATIONS OR VOTE ON THE ITEM THAT CREATED THE CONFLICT; IV) THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE NON-INTERESTED PERSONS PRESENT, THAT THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST AND FOR ITS OWN BENEFIT; IS FAIR AND REASONABLE TO THE CORPORATION; AND, AFTER EXERCISING DUE DILIGENCE, SHALL DETERMINE THAT THE CORPORATION CANNOT OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES; V) IN THE EVENT THAT A MEMBER OF THE BOARD OF DIRECTORS DEVELOPS A FINANCIAL OR CONFLICTING INTEREST THAT IS INSURMOUNTABLE, S/HE SHALL RESIGN FROM HIS/HER POSITION ON THE BOARD OF DIRECTORS. PROCEDURES FOR ADEQUATE RECORD KEEPING DIRECT THAT THE MINUTES OF THE BOARD MEETINGS SHALL INCLUDE: 1. THE NAMES OF THE PERSONS WHO DISCLOSED FINANCIAL OR CONFLICTING INTERESTS, THE NATURE OF THE FINANCIAL OR CONFLICTING INTERESTS AND WHETHER THE BOARD DETERMINED THERE WERE FINANCIAL OR CONFLICTING INTEREST; AND 2. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT; THE CONTENT OF THESE DISCUSSIONS, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT; AND A RECORD OF THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, WHOSE COMPOSITION CONSISTS OF INDEPENDENT DIRECTORS, CONDUCTS A COMPREHENSIVE ANNUAL REVIEW OF ALL COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. PART VII: OFFICER COMPENSATION PLEASE NOTE THAT DANA NEUCERE BECAME AN EMPLOYEE OF ONEONCOLOGY EFFECTIVE JANUARY 1, 2023 AND IS LEASED BACK TO MARY BIRD PERKINS CANCER CENTER. SHE WAS NOT ISSUED A W-2 OR DIRECTLY PAID BY A RELATED PARTY OF FOUNDATION. FORM 990, PART XI, LINE 9: ROUNDING 1. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS. MARY BIRD PERKINS CANCER CENTER 4950 ESSEN LANE BATON ROUGE LA 70809 202046461 PHILANTHROPY LA 501(C)(3) 509(A) TYPE I MARY BIRD PERKINS CANCER CENTER 1 CANCER SERVICES INC 4950 ESSEN LANE BATON ROUGE LA 70809 824227871 CANCER SUPPORT AND OUTREACH LA 501(C)(3) 509(A) TYPE I MARY BIRD PERKINS CANCER CENTER 1 ST-ELIZABETH - MARY BIRD PERKINS CANCER CENTER LLC 4950 ESSEN LANE BATON ROUGE LA 70809 260628752 CANCER CARE LA N/A 0 0 GULF SOUTH ONCOLOGY HOLDINGS LLC 4950 ESSEN LANE BATON ROUGE LA 70809 260628752 HOLDING COMPANY LA N/A UNRELATED 5376671 2775202 0 -55772 0 0.50780 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1