Totals
- Total revenue
- $2,020,014
- Total expenses
- $2,476,303
- Contributions and grants received
- $1,910,094
- Grants paid
- $0
- Program service revenue
- $40,000
- Investment income
- $18,776
- Other revenue
- $51,144
- Total assets, end of year
- $4,080,645
- Total liabilities, end of year
- $964,035
- Net assets or fund balances, end of year
- $3,116,610
- Program services expenses (Part IX)
- $1,769,281
- Management and general expenses
- $368,222
- Fundraising expenses
- $338,800
- Program service expenses (Part III)
- $1,769,281
Program services were 71.4% 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.
-
1a · Federated campaigns
$1,399
-
1c · Fundraising events
$432,483
-
1e · Government grants (contributions)
$292,235
-
1f · All other contributions, gifts and grants
$1,183,977
-
2a · Program service revenue: PATIENT NAVIGATION - E
total $40,000 · related or exempt $40,000
-
3 · Investment income
total $14,340 · excluded $14,340
-
7a · Gross sales of assets other than inventory
securities $151,536
-
7b · Less cost or other basis and sales expenses
securities $145,819 · other assets $1,281
-
7c · Gain or loss
securities $5,717 · other assets -$1,281
-
7d · Net gain or loss
total $4,436 · excluded $4,436
-
8a · Fundraising events: gross income
$112,729
-
8a · Fundraising events: contributions included on line 1c
$432,483
-
8b · Fundraising events: direct expenses
$61,840
-
8c · Net income from fundraising events
total $50,889 · excluded $50,889
-
11a · Other revenue: OTHER REVENUE
total $255 · excluded $255
-
11e · Other revenue, total
$255
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $202,454 · program services $160,110 · management and general $14,230 · fundraising $28,114
-
7 · Other salaries and wages
total $976,153 · program services $771,985 · management and general $68,609 · fundraising $135,559
-
8 · Pension plan contributions
total $29,626 · program services $19,092 · management and general $7,462 · fundraising $3,072
-
9 · Other employee benefits
total $115,467 · program services $80,419 · management and general $21,364 · fundraising $13,684
-
10 · Payroll taxes
total $92,781 · program services $73,488 · management and general $6,370 · fundraising $12,923
-
11a · Fees: management
total $27,829 · management and general $22,266 · fundraising $5,563
-
11b · Fees: legal
total $27,424 · program services $400 · management and general $27,024
-
11c · Fees: accounting
total $78,022 · program services $450 · management and general $77,572
-
11f · Fees: investment management
total $5,062 · management and general $5,062
-
12 · Advertising and promotion
total $18,669 · program services $11,409 · management and general $7,260
-
13 · Office expenses
total $69,063 · program services $35,897 · management and general $15,811 · fundraising $17,355
-
14 · Information technology
total $26,565 · program services $2,808 · management and general $22,149 · fundraising $1,608
-
16 · Occupancy
total $55,309 · program services $48,500 · management and general $6,770 · fundraising $39
-
17 · Travel
total $25,627 · program services $23,516 · management and general $2,061 · fundraising $50
-
19 · Conferences, conventions and meetings
total $1,624 · program services $206 · management and general $1,418
-
20 · Interest
total $48,392 · program services $48,152 · management and general $120 · fundraising $120
-
22 · Depreciation, depletion and amortization
total $141,549 · program services $140,847 · management and general $351 · fundraising $351
-
23 · Insurance
total $32,519 · program services $2,292 · management and general $30,227
-
24a · Other expenses: COMMUNITY OUTREACH
total $402,389 · program services $316,007 · management and general $1,544 · fundraising $84,838
-
24b · Other expenses: BANK CHARGES
total $47,530 · program services $9,932 · management and general $26,424 · fundraising $11,174
-
24c · Other expenses: DUES AND SUBSCRIPTIONS
total $28,411 · program services $21,939 · management and general $4,062 · fundraising $2,410
-
24d · Other expenses: BAD DEBTS
total $21,940 · program services $0 · management and general $0 · fundraising $21,940
-
24e · All other expenses
total $1,898 · program services $1,832 · management and general $66
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,861 · end of year $1,988
-
2 · Savings and temporary cash investments
beginning of year $1,197,234 · end of year $611,638
-
3 · Pledges and grants receivable
beginning of year $142,128 · end of year $205,688
-
4 · Accounts receivable
beginning of year $238,582 · end of year $152,316
-
9 · Prepaid expenses and deferred charges
beginning of year $52,642 · end of year $21,391
-
10a · Land, buildings and equipment: cost or other basis
$2,745,712
-
10b · Land, buildings and equipment: accumulated depreciation
$457,623
-
10c · Land, buildings and equipment, net
beginning of year $2,424,752 · end of year $2,288,089
-
11 · Investments: publicly traded securities
beginning of year $439,893 · end of year $492,686
-
15 · Other assets
beginning of year $17,093 · end of year $306,849
-
17 · Accounts payable and accrued expenses
beginning of year $110,670 · end of year $124,875
-
19 · Deferred revenue
beginning of year $30,970 · end of year $24,534
-
23 · Secured mortgages and notes payable
beginning of year $837,500 · end of year $808,493
-
25 · Other liabilities
beginning of year $8,613 · end of year $6,133
-
27 · Net assets without donor restrictions
beginning of year $3,125,852 · end of year $2,631,781
-
28 · Net assets with donor restrictions
beginning of year $403,580 · end of year $484,829
Mission and programs · 2023
Mission
A LEADING VOICE IN THE YOUNG ADULT CANCER MOVEMENT, ULMAN FOUNDATION CREATES A COMMUNITY OF SUPPORT FOR YOUNG ADULTS AND THEIR LOVED ONES IMPACTED BY CANCER. THIS IS CARRIED OUT THROUGH OUR FOUR PILLARS OF ACTION: GIVING AND GETTING SUPPORT, RAISING AWARENESS, INSPIRING MOVEMENT, AND DRIVING CHANGE.
Activities or mission (Part I)
TO CHANGE LIVES BY CREATING A COMMUNITY OF SUPPORT FOR YOUNG ADULTS, AND THEIR LOVED ONES, IMPACTED BY CANCER.
-
THROUGH ULMAN HOUSE, ULMAN FOUNDATION PROVIDES FREE TEMPORARY HOUSING, COMMUNITY, AND PSYCHO-SOCIAL SUPPORTS TO YOUNG ADULT CANCER PATIENTS RECEIVING LIFE-SAVING TREATMENT AT CANCER CENTERS IN BALTIMORE. BALTIMORE IS HOME TO MANY WORLD-CLASS CANCER TREATMENT CENTERS AND OFFERS TREATMENT OPTIONS THAT ARE NOT AVAILABLE IN MANY COMMUNITIES. FOR PATIENTS FROM OUTSIDE OF THE BALTIMORE AREA SEEKING TREATMENT AT THESE FACILITIES, THE COST OF TEMPORARY HOUSING CAN BE PROHIBITIVE. ULMAN HOUSE OFFERS A SOLUTION TO THIS PROBLEM AS WELL AS COMMUNITY TO COMBAT THE ISOLATION OF CANCER TREATMENT AND PATIENT NAVIGATION SERVICES TO ADDRESS PSYCHO-SOCIAL NEEDS.
Expenses $1,058,120
-
ULMAN FOUNDATION USES PEER-TO-PEER SOCIAL ENGAGEMENT PROGRAMS TO CONNECT YOUNG ADULTS AND THEIR LOVED ONES IMPACTED BY CANCER AND EMPOWER THEM TO RAISE AWARENESS AND FUNDS FOR ULMAN'S MISSION THROUGH PROGRAMS BASED IN THEIR PERSONAL AND PROFESSIONAL INTERESTS. MANY OF THESE PROGRAMS ARE BASED IN SPORT, INCLUDING THE 4K FOR CANCER CROSS-COUNTRY BIKE AND RUN; THE KEY TO KEYS AND POINT TO POINT RIDE AND RUN FROM BALTIMORE TO KEY WEST; AND THE MANY SELF-CREATED SPORT-BASED CHALLENGES CREATED BY ULMAN SUPPORTERS. THE GAME CHANGERS YOUNG PROFESSIONALS RECOGNITION PROGRAM PROVIDES AN OPPORTUNITY FOR YOUNG PROFESSIONALS IN THE BALTIMORE AREA TO CONNECT, LEARN, AND LEAD AS THEY SUPPORT ULMAN'S MISSION.
Expenses $435,153
-
ULMAN PROVIDES SERVICES DIRECTLY TO PATIENTS THROUGH THEIR PATIENT NAVIGATION AND CANCER TO 5K PROGRAMS. THE PATIENT NAVIGATION PROGRAM HELPS YOUNG ADULTS MANAGE THE SPECIAL CONCERNS AND NEEDS OF BEING A YOUNG ADULT AND DEALING WITH CANCER. WORKING IN CONJUCTION WITH MEDICAL CARE TEAMS AT INSTITUTIONS AND WITHIN THE COMMUNITY, ULMAN NAVIGATORS PROVIDE A HOLISTIC APPROACH TO PATIENT CARE, ADDRESSING VARIOUS NEEDS OF YOUNG ADULTS WHO FACE A CANCER DIAGNOSIS, TREATMENT, AND LIFE WITH CANCER. NAVIGATORS PROVIDE TAILORED EMOTIONAL, PSYCHOSOCIAL, AND PRACTICAL SUPPORT TO YOUNG ADULTS, AND THEIR LOVED ONES, TO HELP THEM RECALIBRATE THEIR LIFE WITH CANCER. THE CANCER TO 5K PROGRAM IS A RUNNING SUPPORT GROUP THAT BRINGS SURVIVORS TOGETHER TO CONNECT AND THRIVE AS THEY TRAIN FOR A 5K RACE TOGETHER WITH THE SUPPORT OF COACHES AND SUPPORT RUNNERS.
Expenses $276,008 · Revenue $40,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Trevor GarnerTREVOR GARNER
CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Patrick SeitzPATRICK SEITZ
TREASURER
- Total calculated
- $0
- Hours/week
- 1.5
-
Diana UlmanDIANA ULMAN
FOUNDING MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
Doug UlmanDOUG ULMAN
FOUNDING MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
Matt ArchibaldMATT ARCHIBALD
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Charlene AshbyCHARLENE ASHBY
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Justin BassJUSTIN BASS
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Kate BrydenKATE BRYDEN
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Christi ClarkCHRISTI CLARK
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Neri CohenNERI COHEN
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Dan CondonDAN CONDON
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Matt FerrisMATT FERRIS
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Jason GoldsteinJASON GOLDSTEIN
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Shelley Herek-HardySHELLEY HEREK-HARDY
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
James IngramJAMES INGRAM
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Mike JenkinsMIKE JENKINS
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Dara KnobelDARA KNOBEL
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Heather MatthewsHEATHER MATTHEWS
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Mike MatthewsMIKE MATTHEWS
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Mack McGeeMACK MCGEE
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Eleni MoniosELENI MONIOS
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Mohit Narang MDMOHIT NARANG MD
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Leslie NissenbergLESLIE NISSENBERG
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Liz O'ConnorLIZ O'CONNOR
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Greg PoulisGREG POULIS
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Jamie RyanJAMIE RYAN
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Greg SmithGREG SMITH
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Stasia ThomasSTASIA THOMAS
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Mike TironeMIKE TIRONE
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Patrick WynnPATRICK WYNN
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1.5
-
Brock YetsoBROCK YETSO
CEO AND PRESIDENT
- Total calculated
- $202,453
- From this org
- $195,300
- From related orgs
- $0
- Other
- $7,153
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $195,300
- Bonus
- $0
- Other
- $0
- Deferred
- $6,300
- Nontaxable benefits
- $853
- Filer's total
- $202,453
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 · 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
The filer's explanations (Part III)
- PART I, LINE 3
- THE CEO'S BONUS IS AT THE DISCRETION OF THE EXECUTIVE COMMITTEE AND IS BASED ON PRIOR YEAR PERFORMANCE.
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403179349306655
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