Form 990 for tax year 2024
Filed by CANCER FOUNDATION OF SANTA BARBARA.
Totals
- Total revenue
- $12,010,526
- Total expenses
- $7,869,485
- Contributions and grants received
- $4,352,146
- Grants paid
- $3,722,690
- Program service revenue
- $1,173,322
- Investment income
- $6,485,058
- Other revenue
- $0
- Total assets, end of year
- $157,521,262
- Total liabilities, end of year
- $678,366
- Net assets or fund balances, end of year
- $156,842,896
- Program services expenses (Part IX)
- $6,156,297
- Management and general expenses
- $937,333
- Fundraising expenses
- $775,855
- Program service expenses (Part III)
- $6,156,297
Program services were 78.2% 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.
-
1f · All other contributions, gifts and grants
$4,352,146
-
1g · Noncash contributions included above
$22,238
-
2a · Program service revenue: RENTAL INCOME
total $1,173,322 · related or exempt $1,173,322
-
3 · Investment income
total $2,616,972 · excluded $2,616,972
-
7a · Gross sales of assets other than inventory
securities $24,498,609
-
7b · Less cost or other basis and sales expenses
securities $20,630,523
-
7c · Gain or loss
securities $3,868,086
-
7d · Net gain or loss
total $3,868,086 · excluded $3,868,086
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,722,690 · program services $3,722,690
-
5 · Compensation of officers, directors and key employees
total $250,838 · program services $31,856 · management and general $79,169 · fundraising $139,813
-
7 · Other salaries and wages
total $290,313 · program services $36,869 · management and general $91,628 · fundraising $161,816
-
8 · Pension plan contributions
total $29,759 · program services $3,752 · management and general $9,248 · fundraising $16,759
-
9 · Other employee benefits
total $74,616 · program services $6,295 · management and general $24,702 · fundraising $43,619
-
10 · Payroll taxes
total $37,622 · program services $3,990 · management and general $11,758 · fundraising $21,874
-
11b · Fees: legal
total $161,584 · management and general $161,584
-
11c · Fees: accounting
total $133,892 · program services $6,695 · management and general $60,251 · fundraising $66,946
-
11f · Fees: investment management
total $270,581 · management and general $270,581
-
11g · Fees: other
total $146,044 · program services $5,700 · management and general $50,893 · fundraising $89,451
-
12 · Advertising and promotion
total $38,298 · fundraising $38,298
-
13 · Office expenses
total $55,358 · program services $363 · management and general $13,219 · fundraising $41,776
-
16 · Occupancy
total $14,292 · program services $14,292
-
17 · Travel
total $1,755 · management and general $251 · fundraising $1,504
-
22 · Depreciation, depletion and amortization
total $2,390,841 · program services $2,298,153 · management and general $92,688
-
23 · Insurance
total $56,630 · management and general $56,630
-
24a · Other expenses: EVENTS
total $133,072 · management and general $35 · fundraising $133,037
-
24b · Other expenses: FOOD & CATERING
total $26,358 · management and general $5,396 · fundraising $20,962
-
24c · Other expenses: BAD DEBT EXPENSE
total $25,050 · program services $25,050
-
24d · Other expenses: REPAIRS & MAINTENANCE
total $9,892 · program services $592 · management and general $9,300
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,309,585 · end of year $3,758,873
-
2 · Savings and temporary cash investments
beginning of year $450,972 · end of year $7,185
-
3 · Pledges and grants receivable
beginning of year $14,472,949 · end of year $1,763,984
-
4 · Accounts receivable
beginning of year $5,803 · end of year $48,163
-
7 · Other notes and loans receivable
beginning of year $900,000 · end of year $900,000
-
9 · Prepaid expenses and deferred charges
beginning of year $407,287 · end of year $390,559
-
10a · Land, buildings and equipment: cost or other basis
$76,924,855
-
10b · Land, buildings and equipment: accumulated depreciation
$19,725,758
-
10c · Land, buildings and equipment, net
beginning of year $59,222,287 · end of year $57,199,097
-
11 · Investments: publicly traded securities
beginning of year $60,145,408 · end of year $78,228,135
-
12 · Investments: other securities
beginning of year $8,715,916 · end of year $9,584,324
-
15 · Other assets
beginning of year $5,347,938 · end of year $5,640,942
-
17 · Accounts payable and accrued expenses
beginning of year $1,319,296 · end of year $678,345
-
25 · Other liabilities
beginning of year $22 · end of year $21
-
27 · Net assets without donor restrictions
beginning of year $112,448,339 · end of year $127,771,399
-
28 · Net assets with donor restrictions
beginning of year $37,210,488 · end of year $29,071,497
Mission and programs · 2024
Mission
THE CANCER FOUNDATION IS THE LEADING SPONSOR AND LARGEST DONOR TO THE RIDLEY-TREE CANCER CENTER AT SANSUM CLINIC, THE LARGEST PROVIDER OF CANCER CARE ON THE CENTRAL COAST. EACH YEAR, THE FOUNDATION COMMITS A MINIMUM OF 85% (UP TO 100%) OF THE PROCEEDS FROM THE FOUNDATION'S ENDOWMENT AND FUNDRAISING EFFORTS TO SUPPORT CANCER DIAGNOSIS, TREATMENT, RESEARCH, TECHNOLOGY, AND SUPPORT PROGRAMS IN OUR RIDLEY-TREE CANCER CENTER. THE REMAINING 15% MAY BE USED TO SUPPORT OTHER CANCER RELATED PROGRAMS IN SANTA BARBARA COUNTY. HISTORICALLY, THESE HAVE INCLUDED ONCOLOGY BENCHMARK RESEARCH AT UCSB, PEDIATRIC CANCER CARE, AND NAVIGATORS AT COTTAGE HEALTH SYSTEM. ALL OF FOUNDATION PROCEEDS MUST BE USED TO SUPPORT CANCER CARE IN THE COMMUNITY.
Activities or mission (Part I)
THE MISSION OF THE CANCER FOUNDATION OF SANTA BARBARA IS TO ENSURE THE AVAILABILITY OF SUPERIOR CANCER CARE AND PATIENT SUPPORT SERVICES FOR ALL RESIDENTS OF SANTA BARBARA COUNTY. THE CANCER FOUNDATION IS THE LEADING FUNDRAISING AND GRANT MAKING INSTITUTION IN SANTA BARBARA COUNTY DEDICATED TO CANCER CARE, AND THE LARGEST FUNDER TO THE RIDLEY-TREE CANCER CENTER AT SANSUM CLINIC NOW PART OF SUTTER HEALTH.
-
TO ENSURE SANTA BARBARA REMAINS IN THE VANGUARD OF CANCER CARE, THE CANCER FOUNDATION RAISES AND DISTRIBUTES MILLIONS OF DOLLARS EACH YEAR TO RIDLEY-TREE CANCER CENTER AT SANSUM CLINIC, NOW PART OF SUTTER HEALTH, ALLOWING THE CENTER TO DELIVER A HIGHER LEVEL OF CARE THAN WOULD OTHERWISE BE POSSIBLE IN A COMMUNITY OF OUR SIZE, ON PAR WITH SOME OF THE MOST RENOWED CANCER CENTERS IN THE US.
Expenses $6,156,297 · Grants $3,722,690 · Revenue $1,173,322
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
LORI WILLIS
EXECUTIVE DIRECTOR
- Total calculated
- $250,839
- From this org
- $214,935
- From related orgs
- $0
- Other
- $35,904
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $204,935
- Bonus
- $10,000
- Other
- $0
- Deferred
- $30,500
- Nontaxable benefits
- $5,404
- Filer's total
- $250,839
-
STEPHANIE CARLYLE
DIRECTOR OF PHILANTHROPY
- Total calculated
- $180,973
- From this org
- $144,628
- From related orgs
- $0
- Other
- $36,345
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,628
- Bonus
- $10,000
- Other
- $0
- Deferred
- $28,200
- Nontaxable benefits
- $8,145
- Filer's total
- $180,973
-
KRISTEN BLABEY VICE CHAIR
(THRU 04/24), CHAIR (AS OF 04/24)
- Total calculated
- $0
- Hours/week
- 2
-
STEVE MCHUGH
CHAIR (THRU 04/24)
- Total calculated
- $0
- Hours/week
- 2
-
PRISCILLA HIGGINS PHD
VICE CHAIR (AS OF 04/24)
- Total calculated
- $0
- Hours/week
- 2
-
CAROLA NICHOLSON
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
KATINA ZANINOVICH
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
LESLIE BAINS
TRUSTEE (AS OF 02/24)
- Total calculated
- $0
- Hours/week
- 2
-
W CHARLES CONWAY MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
LARRY DAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
ARICK FULLER
TRUSTEE (AS OF 02/24)
- Total calculated
- $0
- Hours/week
- 2
-
LISA GUADAGNO
TRUSTEE (AS OF 02/24)
- Total calculated
- $0
- Hours/week
- 2
-
RAYE HASKELL-MELVILLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
PATTY MACFARLANE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
WILLIAM MEEKER
TRUSTEE (THRU 04/24)
- Total calculated
- $0
- Hours/week
- 2
-
DENISE MONTELL PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
RICHARD NAGLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
RICHARD NORDLUND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
CHARLES PETERSEN
TRUSTEE (THRU 04/24)
- Total calculated
- $0
- Hours/week
- 2
-
GEORGE THARAKAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DR WARREN SUH
TRUSTEE (AS OF 02/24)
- Total calculated
- $0
- Hours/week
- 2
-
RICK WEBER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
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 · Form 990 of other organizations
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- BONUSES ARE DISCRETIONARY AND DETERMINED BY THE BOARD.
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
-
$3,509,891
GENERAL CANCER CARE
-
SANTA BARBARA COTTAGE HOSPITAL
$90,588
PEDIATRIC AND GENERAL CANCER CARE
-
CANCER PREVENTION AND CARE PROGRAM
-
$20,000
UCLA COLD CAP PROGRAM
-
$12,000
MEALS ON WHEELS
-
$12,000
RESEARCH MENTORSHIP
-
$5,536
GENERAL SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513159349302426
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