ATTITUDE IS
EVERYTHING LI V EST R ON G 2 0 13 A n n u al Re p ort
ATTITUDE IS EVERYTHING. OUR MISSION IS TO HELP REMOVE THE FINANCIAL, PSYCHOLOGICAL AND SOCIAL BARRIERS THAT CANCER PATIENTS FACE. What can one organization based in Austin, Texas, do in the global fight against cancer? more than we can imagine or predict—especially when we team up with visionary organizations and companies, passionate individuals and generous donors. Together, we’re fighting for the world’s 28 million cancer survivors. We don’t just have a mission; we’re on a mission to change the way the world fights cancer.
L I V EST R O N G Fo u n d a t i o n | 2 0 1 3 A n n u a l R e p o r t
CEO LETTER OUR PURSUIT OUR VISION POSITIVE GROWTH COMPASSION
FINANCIALS SPONSORS
L I V EST R O N G Fo u n d a t i o n | 2 0 1 3 A n n u a l R e p o r t
YOU ARE OUR INSPIRATION 2012 was a banner year for the Livestrong, thanks to innovative service, hard work and your support. We celebrated having served more than 23 million cancer survivors with our patient navigation services since opening our doors in 1997. In March we expanded those services with the opening of the LIVESTRONG Cancer Navigation Center in East Austin, an historically underserved community where we knew we were needed the most. We expected to help around 500 people in our first year with the physical, emotional practical challenges that accompany cancer. Instead more than 1,200 survivors in the Austin area turned to the Navigation Center for help. Their stories were heart-wrenching, humbling, and quite often, movingly courageous. They inspire us to continue expanding our capacity and outreach efforts so that more survivors can turn to us, whether in person, online or by phone, as they overcome cancer. Those services have never been in greater demand. In 2012, the number of Americans living with cancer reached 12 million. Based on recent National Cancer Institute data, one in every two american men and women will face the disease at some point in their lives. And the World Health Organization expects new cancer diagnoses to grow by one percent annually to an eventual 27 million new cases worldwide by 2030. That is why the Foundation redoubled its efforts to expand access to care and reduce the stigma of cancer around the world in 2012, especially in developing nations. At the United Nations’ General Assembly, we made a strong case for strengthening health systems throughout the world so developing nations in particular are able to meet demands that increase day by day. Knowing that stigma and ignorance about cancer lead to delayed diagnoses and needless suffering, we launched anti-stigma and patient empowerment pilot initiatives in South Africa. With more than 180 community leaders and educators trained and public service announcements launched, our door-to-door awareness effort provided one-on-one cancer information to thousands of households. The results: people exposed to the campaign reported learning something new about cancer or changing their ideas about the disease. We have begun replicating this strong progress in Mexico and will continue to spread it wherever stigma is strongest. From local to national to global, the Foundation continues to do everything in our power to expand access to the care and support that can have a lifesaving impact for the world’s 28 million cancer survivors. Many thanks to our Board of Directors for sharing their wisdom and experience to our devoted and diligent staff. But an even greater debt of gratitude is the one we carry for our faithful supporters who make possibly every inch of ground gained in the fight against cancer. LIVESTRONG
DOUG ULMAN President & CEO, Livestrong Foundation
L I V EST R O N G Fo u n d a t i o n | 2 0 1 3 A n n u a l R e p o r t
7
OUR PURSUIT Livestrong (Foundation) helps anyone affected by cancer— whether the person reaching out to us has cancer or they are a caregiver, family member, or friend of someone diagnosed.
IN AUSTIN WE SERVED MORE THAN
1,200 ASISSTANCE IS ALWAYS AVAILABLE Navigation means making your way through the health care system and the cancer journey overall. Our free services help survivors understand their operations, what to expect and what questions to ask. We offer one-on-one support all along the way at LIVESTRONG.org/GetHelp. We help people with
365 DAYS OF POSITIVITY _
any cancer type and at any stage of treatment. Assistance is available in both English and Spanish with the following services:
Emotional Support
_Fertility Risks and Preservation Options _Insurance, Employment and Financial Concerns _Treatment Concerns
1 6 6 2 4+
HISPANICS ASSISTED
IN AUSTIN WE SERVED MORE THAN
1,200
9
365 DAYS OF POSITIVITY Partnerships with a few key organizations allow us to provide comprehensive navigation services. The following partners make our holistic approach possible.
1 6 6 2 4+
_Patient Advocate Foundation serves as an active mediator between patients and their insurer, employer and/or creditors to resolve insurance, job retention and/or debt crisis matters relative to their diagnosis.
_EmergingMed —The LIVESTRONG Clinical Trial Matching Service
HISPANICS ASSISTED
(powered by EmergingMed) Assist cancer patients and their families in locating treatment options.
_Imerman Angels —Facilitates peer-to-peer connections for cancer
survivors and caregivers HEARD A RADIO SHOW OR AD ABOUT CANCER IN AFRICA Navigate Cancer Foundation —Expert cancer nurses help patients become empowered, educated and an active member of their own health AFRICANS INCREASE IN KNOWLEDGE OF CHEMOTHERAPY care team.
41%
_
21%
_Fertile Hope —Dedicated to providing reproductive information and
support toNEW cancer patients and survivors whose medical treatHEARD CANCER MESSAGES & financial LEARNED SOMETHING
45%
ments present the risk of infertility.
L I V EST R O N G Fo u n d a t i o n | 2 0 1 3 A n n u a l R e p o r t
THE GOAL: REDUCE CANC COUNTRIES AROUND THE
CER STIGMA IN WORLD.
11
L I V EST R O N G Fo u n d a t i o n | 2 0 1 3 A n n u a l R e p o r t
365 DAYS OF PO OUR VISION
1 6 6 2 4+
HISPANICS ASSISTED HISPANIC COMMUNITY
HEARD A RADIO SHOW OR AD ABOUT CANCER IN AFRICA
41%
Cancer is the second leading cause of death among Hispanics/Latinos (Hispanics), and the cancer incidence rate in the community is expected to increase 142 percent
by 2030.IN We launched aOF multimedia campaign to increase awareness of Foundation’s AFRICANS INCREASE KNOWLEDGE CHEMOTHERAPY
21%
cancer navigation services, primarily among Spanish-dominant and bicultural Hispanics. The campaign also sought to address the stigma associated with a cancer
HEARD CANCER MESSAGES LEARNED SOMETHING diagnosis. As a& result of the targetedNEW efforts, the number of Hispanics accessing our
45%
navigation services increased by 40 percent.
POSITIVE OUTLOOK
HISPANICS
EXPECTED INCREASE OF CANCER INCIDENCE BY
142%
WHITE
2030
31%
BLACK
64%
13
$ 8.5
MILLION RAISED THROUGH 20 EVENTS
POSITIVE RESULTS ADOLESCENTS AND YOUNG ADULTS (AYAS) Outcomes and survival rates for AYAs with cancer have remained stagnant for decades, so the Foundation partnered with the National Cancer Institute to tackle the issue. Subsequently, we formed the LIVESTRONG Young Adult Alliance (Alliance), which supported ongoing collaboration and progress through a five-year strategic plan. At the plan’s conclusion in 2011, the Alliance had become a national hub of AYA activity, resulting in a robust referral network, guidelines for clinical care and training, and increased awareness in the clinical, research and public arenas.
L I V EST R O N G Fo u n d a t i o n | 2 0 1 3 A n n u a l R e p o r t
OUR VISION: GOING BEYOND
WE ARE HERE FOR YOU
WE STRIVE TO REDUCE CANCER COUNTRIES AROUND THE WORL
MEXICO We are continuing our anti-stigma work in Mexico with the Comparte tu Historia campaign. We are collaborating with local organizations and health authorities to develop knowledge and awareness needed to successfully confront fears and misconceptions about cancer through the use of media, community outreach, special events and public relations. Our work in Mexico began in 2011 and is still in progress; we will report on the results in 2012. Ultimately, the Foundation plans to create an adaptable model to reduce cancer stigma that can be replicated in countries around the world.
R STIGMA IN LD.
1 6 6 2 4+
HISPANICS ASSISTED HEARD A RADIO SHOW OR AD ABOUT CANCER IN AFRICA
41%
AFRICANS INCREASE IN KNOWLEDGE OF CHEMOTHERAPY
21%
15
HEARD CANCER MESSAGES & LEARNED SOMETHING NEW
45%
SOUTH AFRICA
The Foundation’s reserach revealed there is a pervasive stigma about cancer — not just in a few countries, but everywhere. Based on the findings, we decided to take action by developing the cancer Anti-Stigma Initiative and chose South Africa as the pilot nation. The Foundation, in collaboration with implementing partner John Snow, Inc. and other partners, created a first-of-its-kind effort to raise awareness about the disease, improve knowledge about treatment and challenge the stigma that surrounds cancer. We selected three areas in which to target the national initiative: Mdantsane (Eastern Cape), Khayelitsha (Western Cape) and Soweto (Gauteng).
L I V EST R O N G Fo u n d a t i o n | 2 0 1 3 A n n u a l R e p o r t
“I LEARNED TO LIVE WITH IT” IS NOT GOOD ENOUGH
THERE IS GOOD NEWS Cancer survivors who responded to the LIVESTRONG survey in 2006 and 2010 experienced a variety of concerns. While respondents had different experiences in terms of type of cancer, type of treatment, time since treatment ended and other characteristics, for these survivors, life after a cancer diagnosis continued to bring changes and challenges. An overwhelming number of cancer survivors (98 percent) experienced continued physical, emotional and practical concerns. Yet many did not receive help for their needs. Alarmingly, the receipt of care for these concerns decreased between 2006 and 2010. Our findings were published in 2011 in an effort to spur action. The Foundation believes more should be done to address the needs of cancer survivors, and we recommend three key steps to address gaps in care:
_Connect people to the resources they need. _Identify and disseminate the essential elements of survivorship care delivery that can help to ensure cancer survivors’ needs are met.
_Conduct continued surveillance of the concerns of survivors and
disseminate research to better understand the experience of post-treatment survivorship.
L I V EST R O N G Fo u n d a t i o n | 2 0 1 3 A n n u a l R e p o r t
17
POSITIVE GROWTH
“THE ESSENTIAL ELEMENTS SHO COMMUNITY—A BILL OF RIGHTS
OULD BE AVAILABLE IN EVERY S FOR CANCER SURVIVORSHIP.” — ESSENTIAL ELEMENTS MEETING PARTICIPANT
MEETING TO BETTER DELIVER CARE FOR SURVIVORS On September 15–16, 2011, the Foundation convened the Essential Elements of Survivorship Care Meeting in Washington, D.C. The goal was to collaborate with key stakeholders to determine what cancer survivors need after treatment ends. More than 150 community leaders, experts, cancer survivors and advocates agreed on 20 essential elements of survivorship care delivery. These elements can help guide medical institutions and other organizations that are considering their own design and delivery of survivorship care and, more importantly, how to make post-treatment care more focused on the needs of the cancer survivor. Read more about the Essential Elements at livestrong.org/essential elements.
THE TOP ESSENTIAL ELEMENT The number-one recommendation that came out of the Essential Elements meeting was to empower cancer survivors to ask for the resources they need, especially a survivorship care plan. These post-treatment care plans, such as the LIVESTRONG Care Plan, help survivors cope with the long-term effects of treatment by providing a summary of treatments received and a follow-up care plan.
L I V EST R O N G Fo u n d a t i o n | 2 0 1 3 A n n u a l R e p o r t
19
POSITIVE GROWTH CANCER RESEARCH AND PREVENTION : A NECESSITY IN TEXAS An essential part of our work is standing up for people affected by cancer is our active involvement in forward-looking policy at the state, federal and global levels. Through our advocacy work, the Foundation will fight to ensure that anyone living with cancer has access to quality cancer care, that federal investments in cancer research and programs don’t lose funding and that tobacco control measures are strengthened around the globe. Our organization led a statewide initiative (Proposition 15) in 2007, which resulted in the Cancer Prevention and Research Institue of Texas (CPRIT). CPRIT will leverage $3 billion over the next 10 years to focus on innovative research to eradicate cancer. Voters overwhelmingly approved the measure to stimulate innovative research and to offer life-saving cancer prevention programs to Texas. Despite this support, securing state funding for all initiatives, including fighting cancer, remained challenging due to the continuing economic downturn. in 2011, we succesfully fought to maintain full funding for CPRIT’s intituatives. To date CPRIT has awarded 350 grants, totaling more than $570 million, to fund innovations in the areas of prevention, research and commercialization.
CPRIT WILL LEVERAGE $3 BILLION OVER THE NEXT 10 YEARS TO ERADICATE CANCER
“WHEN I WAS DIAGNOSED, I DIDN’T HAVE THE INSURANCE, AND I DIDN’T HAVE THE MONEY AVAILABLE TO GET THE TESTING DONE. THE FUNDING PROBABLY SAVED MY LIFE. I DON’T KNOW WHAT I WOULD HAVE DONE WITHOUT IT.” — PATRICIA STROLL, BREAST CANCER SURVIVOR AND BENEFICIARY OF CPRIT FUNDING
L I V EST R O N G Fo u n d a t i o n | 2 0 1 3 A n n u a l R e p o r t
21
COMPASSION TEAM LIVESTRONG: WALK, RUN, RIDE, SWIM Team LIVESTRONG members don’t live in the same city or compete in the same event, but everyone is on one team. Team LIVESTRONG participates in walks, runs, rides and triathlons around the country. The events also foster a sense of unity, community and strength. In 2012, due to the continued generous support of our team LIVESTRONG sponsors, 100 percent of funds raised by team LIVESTRONG went directly to support our programs and initiatives in the fight against cancer.
HISPANICS
EXPECTED INCREASE OF CANCER INCIDENCE BY
A sample of 2012 partnered events:
142% _SWING 4 YELLOW a charity gold tournament in Plano
WHITE and San Diego
2030
31% _SKI 4 YELLOW a chance to ski with a U.S. Olympian/World
Cup athlete in the Steamboat Ski Area BLACK
_SURVIVOR SUMMIT preparation for a 2013 climb of Mt. 64%
Kilimanjaro, the world’s tallest free standing mountain
of cycling in Charlotte, Indianapolis, Columbia and Atlanta
_24 HOURS OF BOOTY an event that features 24 straight hours
$ 8.5
MILLION RAISED THROUGH 20 EVENTS
“AS A THREE-TI MEANS NOT LE
23
IME SURVIVOR, LIVESTRONG ETTING CANCER DEFINE ME.” — TEAM LIVESTRONG MEMBER
L I V EST R O N G Fo u n d a t i o n | 2 0 1 3 A n n u a l R e p o r t
FINANCIALS LIVESTRONG FOUNDATION STATEMENT OF FINANCIAL POSITION ASSETS Cash and Cash Equivalents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $31,950,396 Investment Securities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,899,829 Endowment Funds & Investments. . . . . . . . . . . . . . . . . . . . . . . . . . . 33,736,365 Accounts Receivable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,620,286 Deposits, Prepaids, and Intangible Assets. . . . . . . . . . . . . . . . . . . . . . 1,419,234 Inventory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,799,011 Property and Equipment, Net. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,926,218 Total Assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $109,351,339
LIABILITIES AND NET ASSETS LIABILITIES Accounts Payable & Accrued Expenses. . . . . . . . . . . . . . . . . . . . . . . $2,395,736 Grants Payable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2,570,206 Deferred Revenue. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 904,586 Total Liabilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $5,870,528
NET ASSETS Unrestricted. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85,787,802 Temporarily Restricted. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,852,878 Permanently Restricted. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,840,131 Total Net Assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $103,480,811
Total Liabilities and Net Assets. . . . . . . . . . . . . . . . . . . . . . . . . . . $109,351,339 The figures on these pages depict the financial activities of the LIVESTRONG Foundation for the 2011 calendar year. Complete copies of the audited financial statements are available upon request from the LIVESTRONG Foundation, 2201 East Sixth Street, Austin, TX 78702, or on our website at LIVESTRONG.org.
25
L I V EST R O N G Fo u n d a t i o n | 2 0 1 3 A n n u a l R e p o r t
OPERATIONAL HIGHLIGHTS
REVENUES EVENT REVENUE
$16,777,776
CAUSE MARKETING & LICENSING
$15,790,805
CONTRIBUTIONS
$10,827,153
MERCHANDISE SALES
$3,213,109
IN-KIND REVENUES
$2,443,687
DIVIDENDS & INTEREST
$2,039,175
TOTAL REVENUE
$49,054,744
82 CENTS OF EVERY SUPPORT PROGRAM
Y DOLLAR RAISED HAS GONE DIRECTLY TO MS AND SERVICES FOR CANCER SURVIVORS. FUNCTIONAL EXPENSES PROGRAM ACTIVITIES
$29,348,074
FUNDRAISING
$4,582,833
MANAGEMENT & GENERAL
$1,856,065
TOTAL FUNCTIONAL EXPENSES
$37,786,972
PROGRAM ACTIVITIES EDUCATION, PROGRAMS & POLICY
$14,025,009
GRANTS
$10,056,217
ADVOCACY & GOVERNMENT RELATIONS
$5,266,848
TOTAL FUNCTIONAL EXPENSES
$29,348,074
L I V EST R O N G Fo u n d a t i o n | 2 0 1 3 A n n u a l R e p o r t
27
DONORS & LEADERS DONORS & LEADERS 7 SOCIETY
LIVESTRONG FOUNDATION BOARD OF DIRECTORS
24 Hours of Booty
Lance Armstrong, Chairman | Austin, Texas
4 Yellow Foundation
Jeffery C. Garvey, Vice Chairman | Austin, Texas
Anonymous
Blaine P. Rollins, Secretary | Denver, Colorado
AMD
Michael Sherwin, Treasurer | Cleveland, Ohio
American Century Investments
Joseph C. Aragona | Austin, Texas
Sandra and Joe Aragona
Julian C. Day | Fort Worth, Texas
Lance Armstrong
Harold P. Freeman, MD | New York, New York
Tench Coxe and Simone Otus-Coxe
Sanjay Gupta, MD | Atlanta, Georgia
Demand Media
David Johnson, MD | Dallas Texas
Bonita and Jeff Garvey
Mark McKinnon | Austin, Texas
Genetech
Craig Nichols, MD | Portland, Oregon
Johnson Health Tech
Amelie G. Ramirez, Dr PH | San Antonio, Texas
Movember
Navdeep S. Sooch | Austin, Texas
Nike
Mitchell Stoller | Annapolis, Maryland
Oakley
E. Lee Walker | Austin, Texas
Dr. Nancy and Larry O’Reilly RadioShack Elizabeth and Blaine Rollins Katie and Scott Schofield Carol and Mike Sherwin Eve and Ellis Short Nav Sooch Trek Bicycle Laura and Casey Wasserman The 7 Society recognizes individuals and organizations who have made an extraordinary financial commitment to the Foundation. Each member of this group has a cumulative giving commitment totaling $1 million or more to the global fight against cancer.
NAMED & ENDOWED SPECIAL PURPOSE FUNDS $
26,748 All Balls Golf Charity Endowment
$
447,781 American Century Investments Endowment Fund
28,064 Keizo Shimano Memorial Fund
302,829 Andrea Leigh Tomlinson - Planet Cancer Fund
1,465,187 Larry and Dr. Nancy O’Reilly, Lauran, Leigh,
815,248 Betsy H. Schofield Memorial Fund
Ragan Family Fund
27,136 Christine Pratt Memorial Fund
28,064 Leanne Jones Livestrong Memorial Fund
1,087,329 Coxe Family Fund
25,055 Lydia Hunter-Reay Memorial Fund
56,129 CVCCA - Parker’s Team
50,000 Marshall G. Lutz Endowment Fund
26,997 Dan L. Jones and Janet Gifford North Endowment
28,064 Martha Southern Hirsch Memorial Fund
36,179 Dana Jay Lesnever Memorial Fund
26,771 McKinnon Family Fund
49,798 David Knaggs Endowment
70,913 Michael W. Lotz Memorial Fund
272,680 Dell Children’s Hospital Gift in Honor of Sandra Aragona
100,656 Nike Endowment Fund
29,046 Dick Dyhrman Memorial
523,522 Oakley Endowment Fund
25,340 Elizabeth Lausmann Jacobs Memorial Fund
107,158 Pledged and Undesignated
26,429 Gupta Family Fund
30,173 Pledged, Paid and Undesignated
38,546 Hammer Family Fund
100,656 RadioShack Endowment Fund
25,000 Hecht Fund
26,429 Ronette Espinoza Memorial Fund
4,914 HendlerLaw Livestrong Legacy Fund
458,292 Ryan Phua Memorial Fund
53,426 In Honor of Betty Otter-Nickerson
612,472 Stephanie Robins Memorial Fund
36,638 In Honor of Kathleen B. & James N. Sherwin
1,094,588 The Armstrong Family Fund
25,000 In Honor of Lawrence S. “Larry” Dolin
27,703 The Bill Passey Family Fund
28,064 In Honor of MIchael R. Henry
98,226 The Hamilton Jordan Fund
28,721 In Honor of Rainbow Babies and
53,062 The Lee Family Fund
Children’s Hospital, Cleveland, OH
188,518 The Rollins Family Fund
36,995 In Honor of Renee Nicholas
29,271 The Sophia Kolevich Remembrance Fund
31,191 In Honor of Sharon Mooney
27,818 The Ulman Family Endowment
224,515 In Honor of Stephen M. O’Leary 96,690 In Honor of the Staff of the Livestrong Foundation 30,871 In Honor of Thomas F. Slater 99,085 Jeannette J. Jehl Memorial Fund 28,491 Jennfer Smith Collison & Ward Smith Memorial Fund 276,481 Karen and Everett Cook Endowment Fund $
27,656 Kaya Knerly Endowment Fund
31,715 Kawaja/Holcombe Family Fund
100,656 The Wade F.B. Thompson Endowment Fund $
185,143 Undesignated Endowment Funds The endowment provides donors witht he opportunity to make gifts to the Foundation that are more permanent in nature, and at the same time to create a personal endowment in honor or memory of a loved one, a friend or for any purpose that is aligned with our mission.
L I V EST R O N G Fo u n d a t i o n | 2 0 1 3 A n n u a l R e p o r t
29
Thank You &
LIVESTRONG
31
L I V EST R O N G Fo u n d a t i o n | 2 0 1 3 A n n u a l R e p o r t