Skip to content
Nonprofiteer
← THE LIVESTRONG FOUNDATION

Form 990 for tax year 2022

Filed by THE LIVESTRONG FOUNDATION.

Totals

Total revenue
$1,346,666
Total expenses
$4,957,069
Contributions and grants received
$1,307,600
Grants paid
$1,209,595
Program service revenue
$83,952
Investment income
$268,325
Other revenue
-$313,211
Total assets, end of year
$28,665,112
Total liabilities, end of year
$688,232
Net assets or fund balances, end of year
$27,976,880
Program services expenses (Part IX)
$3,113,504
Management and general expenses
$257,423
Fundraising expenses
$1,586,142
Program service expenses (Part III)
$3,113,504

Program services were 62.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $324,309

  • 1f · All other contributions, gifts and grants

    $983,291

  • 1g · Noncash contributions included above

    $42,963

  • 2a · Program service revenue: LIVESTRONG FERTILITY DISCOUNT NET

    total $83,952 · related or exempt $83,952

  • 3 · Investment income

    total $277,968 · excluded $277,968

  • 7a · Gross sales of assets other than inventory

    securities $3,023,287

  • 7b · Less cost or other basis and sales expenses

    securities $3,032,930

  • 7c · Gain or loss

    securities -$9,643

  • 7d · Net gain or loss

    total -$9,643 · excluded -$9,643

  • 8a · Fundraising events: gross income

    $240,302

  • 8a · Fundraising events: contributions included on line 1c

    $324,309

  • 8b · Fundraising events: direct expenses

    $589,525

  • 8c · Net income from fundraising events

    total -$349,223 · excluded -$349,223

  • 10a · Gross sales of inventory

    $38,030

  • 10b · Cost of goods sold

    $25,125

  • 10c · Net income from sales of inventory

    total $12,905 · related or exempt $12,905

  • 11a · Other revenue: OTHER REVENUE

    total $23,107 · related or exempt $23,107

  • 11e · Other revenue, total

    $23,107

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,209,595 · program services $1,209,595

  • 5 · Compensation of officers, directors and key employees

    total $491,770 · program services $303,922 · management and general $23,328 · fundraising $164,520

  • 7 · Other salaries and wages

    total $879,836 · program services $543,752 · management and general $41,737 · fundraising $294,347

  • 8 · Pension plan contributions

    total $23,293 · program services $14,395 · management and general $1,105 · fundraising $7,793

  • 9 · Other employee benefits

    total $95,165 · program services $58,814 · management and general $4,514 · fundraising $31,837

  • 10 · Payroll taxes

    total $90,583 · program services $55,982 · management and general $4,297 · fundraising $30,304

  • 11b · Fees: legal

    total $7,563 · program services $3,876 · management and general $496 · fundraising $3,191

  • 11c · Fees: accounting

    total $44,399 · program services $22,753 · management and general $2,911 · fundraising $18,735

  • 11f · Fees: investment management

    total $4,871 · program services $2,156 · management and general $270 · fundraising $2,445

  • 11g · Fees: other

    total $529,714 · program services $310,293 · management and general $19,833 · fundraising $199,588

  • 12 · Advertising and promotion

    total $113,966 · program services $49,144 · management and general $5,706 · fundraising $59,116

  • 13 · Office expenses

    total $142,700 · program services $66,525 · management and general $8,258 · fundraising $67,917

  • 14 · Information technology

    total $191,235 · program services $97,809 · management and general $10,959 · fundraising $82,467

  • 16 · Occupancy

    total $476,246 · program services $160,426 · management and general $88,578 · fundraising $227,242

  • 17 · Travel

    total $64,850 · program services $31,960 · management and general $3,473 · fundraising $29,417

  • 19 · Conferences, conventions and meetings

    total $180,790 · program services $62,168 · management and general $32,838 · fundraising $85,784

  • 22 · Depreciation, depletion and amortization

    total $23,581 · program services $9,646 · management and general $4,101 · fundraising $9,834

  • 23 · Insurance

    total $34,480 · program services $13,972 · management and general $4,207 · fundraising $16,301

  • 24a · Other expenses: BAD DEBT

    total $247,931 · program services $0 · management and general $0 · fundraising $247,931

  • 24b · Other expenses: OTHER PROGRAM EXPENSES

    total $85,000 · program services $85,000

  • 24c · Other expenses: MISCELLANEOUS EXPENSE

    total $14,094 · program services $8,344 · management and general $492 · fundraising $5,258

  • 24d · Other expenses: MEMBERSHIP DUES

    total $3,505 · program services $1,796 · management and general $230 · fundraising $1,479

  • 24e · All other expenses

    total $1,902 · program services $1,176 · management and general $90 · fundraising $636

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,054,999 · end of year $486,527

  • 3 · Pledges and grants receivable

    beginning of year $154,127 · end of year $0

  • 4 · Accounts receivable

    beginning of year $519,927 · end of year $34,855

  • 7 · Other notes and loans receivable

    beginning of year $200,000 · end of year $550,000

  • 8 · Inventories for sale or use

    beginning of year $1,329,029 · end of year $1,311,716

  • 9 · Prepaid expenses and deferred charges

    beginning of year $191,472 · end of year $200,350

  • 10a · Land, buildings and equipment: cost or other basis

    $1,072,628

  • 10b · Land, buildings and equipment: accumulated depreciation

    $984,176

  • 10c · Land, buildings and equipment, net

    beginning of year $91,927 · end of year $88,452

  • 11 · Investments: publicly traded securities

    beginning of year $27,306,801 · end of year $24,087,813

  • 12 · Investments: other securities

    beginning of year $254,318 · end of year $161,902

  • 13 · Investments: program-related

    beginning of year $15,000 · end of year $97,495

  • 14 · Intangible assets

    beginning of year $1,083,886 · end of year $1,083,886

  • 15 · Other assets

    beginning of year $0 · end of year $562,116

  • 17 · Accounts payable and accrued expenses

    beginning of year $149,742 · end of year $103,649

  • 19 · Deferred revenue

    beginning of year $38,412 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $584,583

  • 27 · Net assets without donor restrictions

    beginning of year $19,411,219 · end of year $15,523,008

  • 28 · Net assets with donor restrictions

    beginning of year $12,602,113 · end of year $12,453,872

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $3,113,504 · Grants $1,209,595 · Revenue $119,964

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Candice Aaron

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Joseph C Aragona

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jeffery C Garvey

    SECRETARY/ TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Dena Jansen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Scott Joy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michelle Milford Morse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Greg D Lee

    PRES/CEO/GRANTS OFFICER

    Total calculated
    $385,458
    From this org
    $320,888
    From related orgs
    $0
    Other
    $64,570
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $318,512
    Bonus
    $0
    Other
    $2,376
    Deferred
    $52,600
    Nontaxable benefits
    $11,970
    Filer's total
    $385,458

  • Suzanne Stone

    INTERIM PRESIDENT/CHIEF STRATEGIC SOLUTIONS

    Total calculated
    $178,002
    From this org
    $169,376
    From related orgs
    $0
    Other
    $8,626
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,824
    Bonus
    $0
    Other
    $552
    Deferred
    $0
    Nontaxable benefits
    $8,626
    Filer's total
    $178,002

  • Abigail Klish

    DIRECTOR, ACCOUNTING

    Total calculated
    $119,801
    From this org
    $104,292
    From related orgs
    $0
    Other
    $15,509
    Hours/week
    40

  • Patrick Rastelli

    DIRECTOR, INFORMATION TECHNOLOGY

    Total calculated
    $112,241
    From this org
    $100,325
    From related orgs
    $0
    Other
    $11,916
    Hours/week
    40

  • Audrey Walter

    DIRECTOR, DEVELOPMENT

    Total calculated
    $111,325
    From this org
    $104,463
    From related orgs
    $0
    Other
    $6,862
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202303199349324950

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.