Return of Organization Exempt From Income Tax

Transcription

1 For ½½ Return of Organization Exept Fro ncoe Tax Under section 501(c), 527, or 4947(a)(1) of the nternal Revenue Code (except black lung benefit trust or private foundation) OMB No À¾ ½ Open to Public Departent of the Treasury nternal Revenue Service The organization ay have to use a copy of this return to satisfy state reporting requireents. nspection A For the 2009 calendar year, or tax year beginning 04/01, 2009, and ending 03/31, B Check if applicable: C Nae of organization SUSAN G KOMEN BREAT CANCER FDN, NC. D Eployer identification nuber Address change Doing Business As SUSAN G. KOMEN FOR THE CURE Nuber and street (or P.O. box if ail is not delivered to street address) Roo/suite E Telephone nuber Nae change nitial return Please use RS label or print or type. See Specific Terination nstructions. City or town, state or country, and ZP + 4 Aended return G Gross receipts $ Application F Nae and address of principal officer: H(a) s this a group return for pending AMBASSADOR NANCY G. BRNKER affiliates? Yes No H(b) Are all affiliates included? Yes No Tax-exept status: 501(c) ( ) (insert no.) 4947(a)(1) or 527 f "No," attach a list. (see instructions) J Website: H(c) Group exeption nuber K Type of organization: Corporation Trust Association Other Year of foration: State of legal doicile: L M Suary Part Activities & Governance Revenue Expenses Net Assets or Fund Balances 1 Briefly describe the organization's ission or ost significant activities: a Salaries, other copensation, eployee benefits (Part, colun (A), lines 5-10) 16 a Professional fundraising fees (Part, colun (A), line 11e) b Total fundraising expenses, Part, colun (D), line 25) 14,875, Other expenses (Part, colun (A), lines 11a-11d, 11f-24f) 18 Total expenses. Add lines (ust equal Part, colun (A), line 25) 19 Revenue less expenses. Subtract line 18 fro line Part Sign Here Grants and siilar aounts paid (Part, colun (A), lines 1-3) Benefits paid to or for ebers (Part, colun (A), line 4) Total assets (Part, line 16) 5005 LBJ FREEWAY 250 (972) DALLAS, T ,232, LBJ FREEWAY DALLAS, T J T OUR MSSON S A WORLD WTHOUT BREAST CANCER; TO SAVE LVES BY EMPOWERNG PEOPLE, ENSURNG QUALTY CARE FOR ALL, AND ENERGZNG SCENCE TO DSCOVER AND DELVER THE CURES. Check this box if the organization discontinued its operations or disposed of ore than 25% of its assets. Nuber of voting ebers of the governing body (Part V, line 1a) 3 9 Nuber of independent voting ebers of the governing body (Part V, line 1b) 4 7 Total nuber of eployees (Part V, line 2a) Total nuber of volunteers (estiate if necessary) 6 11,877 Total gross unrelated business revenue fro Part V, line 12, colun (C) 7a b Net unrelated business taxable incoe fro For 990-T, line 34 7b Prior Year Current Year Contribution and grants (Part V, line 1h) 127,995, ,999,587. COPY FOR Progra service revenue (Part V, line 2g) 31,202, ,672,067. PUBLC NSPECTON nvestent incoe (Part V, colun (A), lines 3, 4, and 7d) -2,850,531. 2,399,901. Other revenue (Part V, colun (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,870,346. 1,115,204. Total revenue - add lines 8 through 11 (ust equal Part V, colun (A), line 12) 159,218, ,186,759. Total liabilities (Part, line 26) Net assets or fund balances. Subtract line 21 fro line 20 Signature Block Beginning of Year End of Year Under penalties of perjury, declare that have exained this return, including accopanying schedules and stateents, and to the best of y knowledge and belief, it is true, correct, and coplete. Declaration of preparer (other than officer) is based on all inforation of which preparer has any knowledge. M Signature of officer Date MARK NADOLNY CFO M Type or print nae and title Date Check if Preparer's Paid selfeployed signature M 12/22/10 Preparer's Fir's nae (or yours EN Use Only if self-eployed), M address, and ZP + 4 Phone no. 77,463, ,580, ,090,76 22,675,77 1,819, , ,334, ,677, ,708, ,588,172. 3,509, ,401, ,279, ,673, ,446, ,403, ,832, ,270,442. Preparer's identifying nuber (see instructions) ERNST & YOUNG U.S. LLP STH AVENUE NORTH, STE 1200 BRMNGHAM, AL May the RS discuss this return with the preparer shown above? (See instructions) Yes No For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. For 990 (2009) 9E *

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3 Electronic Filing Status Report Page 1 of 1 12/22/ RET ELF Status for Batch D : Locator 4436BG Taxpayer Nae SUSAN G KOMEN BREAT CANCER FDN, NC. Client Code Alerts Jurisdiction Service Center Filing Type Filing Status Date Sent Date Ack. DCN Debts PN EC FED REG Accepted 12/21/2010 9:06:00 PM 12/21/2010 9:25:00 PM 1 record returned. Refresh Cancel

4 For 8868 (Rev ) Page 2 f you are filing for an Additional (Not Autoatic) 3-Month Extension, coplete only Part and check this box Note. Only coplete Part if you have already been granted an autoatic 3-onth extension on a previously filed For f you are filing for an Autoatic 3-Month Extension, coplete only Part ( on page 1). Part Type or print Additional (Not Autoatic) 3-Month Extension of Tie. Only file the original (no copies needed). Nae of Exept Organization Nuber, street, and roo or suite no. f a P.O. box, see instructions. Eployer identification nuber For RS use only File by the extended 5005 LBJ FREEWAY due date for filing the City, town or post office, state, and ZP code. For a foreign address, see instructions. return. See instructions. DALLAS, T Check type of return to be filed (File a separate application for each return): For 990 For 990-B L For 990-E Z For 990-PF For 990-T (sec. 401(a) or 408(a) tr ust) For 990-T (trust other than above) For A For 4720 For 5227 For 6069 For 8870 STOP! Do not coplete Part if you were not already granted an autoatic 3-onth extension on a previously filed For The books are in the care of Telephone No. MARK NADOLNY FA No f the organization does not have an office or place of business in the United States, check this box f this is for a Group Return, enter the organization's four digit Group Exeption Nuber (GEN) f this is for the whole group, check this box. f it is for part of the group, check this box and attach a list with the naes and ENs of all ebers the extension is for SUSAN G. KOMEN BREAST CANCER FDN, NC request an additional 3-onth extension of tie until 02/15/2011. For calendar year 2009, or other tax year beginning 04/01/2009, and ending 3/31/2010. f this tax year is for less than 12 onths, check reason: nitial return Final return Change in accounting period State in detail why you need the extension ADDTONAL TME S NEEDED TO COLLECT ALL THE NFORMATON NECESSARY TO FLE A COMPLETE AND ACCURATE RETURN. 8a f this application is for For 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions. 8a $ b f this application is for For 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estiated tax payents ade. nclude any prior year overpayent allowed as a credit and any aount paid previously with For b $ c Balance Due. Subtract line 8b fro line 8a. nclude your payent with this for, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payent Syste). See instructions. 8c $ Signature and Verification Under penalties of perjury, declare that have exained this for, including accopanying schedules and stateents, and to the best of y knowledge and belief, it is true, correct, and coplete, and that a authorized to prepare this for. Signature Title Date ERNST & YOUNG U.S. LLP 41 SOUTH HGH STREET, SUTE 1100 COLUMBUS, OH For 8868 (Rev ) 9F L 1385 V PARENT

5 For 8868 (Rev. April 2009) Application for Extension of Tie To File an Exept Organization Return OMB No Departent of the Treasury nternal Revenue Service File a separate application for each return. f you are filing for an Autoatic 3-Month Extension, coplete only Part and check this box % f you are filing for an Additional (Not Autoatic) 3-Month Extension, coplete only Part (on page 2 of this for). Do not coplete Part unless you have already been granted an autoatic 3-onth extension on a previously filed For Part Autoatic 3-Month Extension of Tie. Only subit original (no copies needed). A corporation required to file For 990-T and requesting an autoatic 6-onth extension - check this box and coplete Part only All other corporations (including 1120-C filers), partnerships, REMCs, and trusts ust use For 7004 to request an extension of tie to file incoe tax returns. Electronic Filing (e-file). Generally, you can electronically file For 8868 if you want a 3-onth autoatic extension of tie to file one of the returns noted below (6 onths for a corporation required to file For 990-T). However, you cannot file For 8868 electronically if (1) you want the additional (not autoatic) 3-onth extension or (2) you file Fors 990-BL, 6069, or 8870, group returns, or a coposite or consolidated Fro 990-T. nstead, you ust subit the fully copleted and signed page 2 (Part ) of For For ore details on the electronic filing of this for, visit and click on e-file for Charities & Nonprofits. Type or print File by the due date for filing your return. See instructions. Nae of Exept Organization Nuber, street, and roo or suite no. f a P.O. box, see instructions. City, town or post office, state, and ZP code. For a foreign address, see instructions. Check type of return to be filed (file a separate application for each return): For 990 For 990-T (corporation) For 990-BL For 990-EZ For 990-T (sec. 401(a) or 408(a) trust) For 990-T (trust other than above) For 990-PF For 1041-A % The books are in the care of MARK NADOLNY, CFO % Telephone No FA No f the organization does not have an office or place of business in the United States, check this box f this is for a Group Return, enter the organization's four digit Group Exeption Nuber (GEN) for the whole group, check this box. f it is for part of the group, check this box naes and ENs of all ebers the extension will cover. Eployer identification nuber For 4720 For 5227 For 6069 For f this is and attach a list with the 1 request an autoatic 3-onth (6 onths for a corporation required to file For 990-T) extension of tie until 11/15, 2010, to file the exept organization return for the organization naed above. The extension is for the organization's return for: SUSAN G. KOMEN BREAST CANCER FDN, NC LBJ FREEWAY DALLAS, T calendar year or tax year beginning 04/01, 2009, and ending 03/31, f this tax year is for less than 12 onths, check reason: nitial return Final return Change in accounting period 3a f this application is for For 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions. 3a $ b f this application is for For 990-PF or 990-T, enter any refundable credits and estiated tax payents ade. nclude any prior year overpayent allowed as a credit. 3b $ c Balance Due. Subtract line 3b fro line 3a. nclude your payent with this for, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payent Syste). See instructions. 3c $ Caution. f you are going to ake an electronic fund withdrawal with this For 8868, see For 8453-EO and For 8879-EO for payent instructions. For Privacy Act and Paperwork Reduction Act Notice, see nstructions. For 8868 (Rev ) F L 1385 V PARENT

6 Electronic Filing Status Report Page 1 of 1 8/5/ ET ELF Status for Batch D : Locator 46474L Taxpayer Nae SUSAN G. KOMEN BREAST CANCER FDN, NC Client Code Alerts Jurisdiction Service Center Filing Type Filing Status Date Sent Date Ack. DCN Debts PN EC PARENT FED ET Accepted 8/5/2010 2:10:00 PM 8/5/2010 2:51:00 PM 1 record returned. Refresh Cancel

7 For 990 (2009) Page 2 Stateent of Progra Service Accoplishents Part Briefly describe the organization's ission: OUR MSSON S A WORLD WTHOUT BREAST CANCER; TO SAVE LVES BY EMPOWERNG PEOPLE, ENSURNG QUALTY CARE FOR ALL, AND ENERGZNG SCENCE TO DSCOVER AND DELVER THE CURES. 2 Did the organization undertake any significant progra services during the year which were not listed on the prior For 990 or 990-EZ? Yes No f "Yes," describe these new services on Schedule O. 3 Did the organization cease conducting, or ake significant changes in how it conducts, any progra services? Yes No f "Yes," describe these changes on Schedule O. 4 Describe the exept purpose achieveents for each of the organization's three largest progra services by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the aount of grants and allocations to others, the total expenses, and revenue, if any, for each progra service reported. 4a (Code: ) (Expenses $ 78,637,773. including grants of $ 65,920,786. ) (Revenue $ 32,672,067. ) GRANTS TO OTHER CHARTABLE ORGANZATONS TO SUPPORT RESEARCH AND CLNCAL NVESTGATON OF BREAST CANCER. SEE SCHEDULE O FOR ADDTONAL DETALS. 4b (Code: ) (Expenses $ 54,847,021. including grants of $ 5,016,595. ) (Revenue $ 919,062. ) PUBLC HEALTH EDUCATON PROGRAMS TO NCREASE THE PUBLC'S AWARENESS OF BREAST CANCER NCLUDNG, AMONG OTHER THNGS, DETECTON AND TREATMENT. SEE SCHEDULE O FOR ADDTONAL DETALS. 4c (Code: ) (Expenses $ 3,643,036. including grants of $ 3,643,036. ) (Revenue $ 667,42 ) HEALTH TREATMENT AND SCREENNG PROGRAMS AND GRANTS. SEE SCHEDULE O O FOR ADDTONAL DETALS. 4d Other progra services. (Describe in Schedule O.) (Expenses $ including grants of $ ) (Revenue $ ) 4e Total progra service expenses 137,127,83 For 990 (2009) 9E

8 For 990 (2009) Page 3 Part V Checklist of Required Schedules s the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? f "Yes," coplete Schedule A 1 s the organization required to coplete Schedule B, Schedule of Contributors? 2 Did the organization engage in direct or indirect political capaign activities on behalf of or in opposition to candidates for public office? f "Yes," coplete Schedule C, Part 3 Section 501(c)(3) organizations. Did the organization engage in lobbying activities? f "Yes," coplete Schedule C, Part 4 Sections 501(c)(4), 501(c)(5), and 501(c)(6) organizations. s the organization subject to the section 6033(e) notice and reporting requireent and proxy tax? f "Yes," coplete Schedule C, Part 5 Did the organization aintain any donor advised funds or any siilar funds or accounts where donors have the right to provide advice on the distribution or investent of aounts in such funds or accounts? f "Yes," coplete Schedule D, Part 6 Did the organization receive or hold a conservation easeent, including easeents to preserve open space, the environent, historic land areas, or historic structures? f "Yes," coplete Schedule D, Part 7 Did the organization aintain collections of works of art, historical treasures, or other siilar assets? f "Yes," coplete Schedule D, Part 8 Did the organization report an aount in Part, line 21; serve as a custodian for aounts not listed in Part ; or provide credit counseling, debt anageent, credit repair, or debt negotiation services? f "Yes," coplete Schedule D, Part V 9 Did the organization, directly or through a related organization, hold assets in ter, peranent, or quasi-endowents? f" Yes," coplete Schedule D, Part V 10 s the organization s answer to any of the following questions "Yes"? f so, coplete Schedule D, Parts V, V, V,, or as applicable 11 Did the organization report an aount for land, buildings, and equipent in Part, line 10? f "Yes," coplete Schedule D, Part V. Did the organization report an aount for investents other-securities in Part, line 12 that is 5% or ore of its total assets reported in Part, line 16? f "Yes," coplete Schedule D, Part V. Did the organization report an aount for investents-progra related in Part, line 13 that is 5% or ore of its total assets reported in Part, line 16? f "Yes," coplete Schedule D, Part V. Did the organization report an aount for other assets in Part, line 15 that is 5% or ore of its total assets reported in Part, line 16? f "Yes," coplete Schedule D, Part. Did the organization report an aount for other liabilities in Part, line 25? f "Yes," coplete Schedule D, Part. % % % % % Did the organization s separate or consolidated financial stateents for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FN 48? f "Yes," coplete Schedule D, Part. 12 Did the organization obtain separate, independent audited financial stateents for the tax year? f "Yes," coplete Schedule D, Parts,, and A Was the organization included in consolidated, independent audited financial stateent for the tax year? Yes No f "Yes," copleting Schedule D, Parts,, and is optional. 12A 13 s the organization a school described in section 170(b)(1)(A)(ii)? f "Yes," coplete Schedule E a Did the organization aintain an office, eployees, or agents outside of the United States? 14a b Did the organization have aggregate revenues or expenses of ore than $10,000 fro grantaking, fundraising, business, and progra service activities outside the United States? f "Yes," coplete Schedule F, Part 14b 15 Did the organization report on Part, colun (A), line 3, ore than $5,000 of grants or assistance to any organization or entity located outside the United States? f "Yes," coplete Schedule F, Part Did the organization report on Part, colun (A), line 3, ore than $5,000 of aggregate grants or assistance to individuals located outside the United States? f "Yes," coplete Schedule F, Part Did the organization report a total of ore than $15,000 of expenses for professional fundraising services on Part, colun (A), lines 6 and 11e? f "Yes," coplete Schedule G, Part Did the organization report ore than $15,000 total of fundraising event gross incoe and contributions on Part V, lines 1c and 8a? f "Yes," coplete Schedule G, Part Did the organization report ore than $15,000 of gross incoe fro gaing activities on Part V, line 9a? f "Yes," coplete Schedule G, Part Did the organization operate one or ore hospitals? f "Yes," coplete Schedule H 20 Yes No For 990 (2009) 9E

9 For 990 (2009) Page 4 Part V Checklist of Required Schedules (continued) Did the organization report ore than $5,000 of grants and other assistance to governents and organizations in the United States on Part, colun (A), line 1? f "Yes," coplete Schedule, Parts and Did the organization report ore than $5,000 of grants and other assistance to individuals in the United States on Part, colun (A), line 2? f "Yes," coplete Schedule, Parts and Did the organization answer "Yes" to Part V, Section A, line 3, 4, or 5 about copensation of the organization's current and forer officers, directors, trustees, key eployees, and highest copensated eployees? f "Yes," coplete Schedule J a Did the organization have a tax-exept bond issue with an outstanding principal aount of ore than $100,000 as of the last day of the year, that was issued after Deceber 31, 2002? f "Yes," answer lines 24b through 24d and coplete Schedule K. f No, go to question 25 24a b Did the organization invest any proceeds of tax-exept bonds beyond a teporary period exception? 24b c Did the organization aintain an escrow account other than a refunding escrow at any tie during the year to defease any tax-exept bonds? 24c d Did the organization act as an "on behalf of" issuer for bonds outstanding at any tie during the year? 24d 25 a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? f "Yes," coplete Schedule L, Part 25a b s the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Fors 990 or 990-EZ? f "Yes," coplete Schedule L, Part 25b 26 Was a loan to or by a current or forer officer, director, trustee, key eployee, highly copensated eployee, or disqualified person outstanding as of the end of the organization's tax year? f "Yes," coplete Schedule L, Part Did the organization provide a grant or other assistance to an officer, director, trustee, key eployee, substantial contributor, or a grant selection coittee eber, or to a person related to such an individual? f "Yes," coplete Schedule L, Part Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part V instructions for applicable filing thresholds, conditions, and exceptions): a A current or forer officer, director, trustee, or key eployee? f "Yes," coplete Schedule L, Part V 28a b A faily eber of a current or forer officer, director, trustee, or key eployee? f "Yes," coplete Schedule L, Part V 28b c An entity of which a current or forer officer, director, trustee, or key eployee of the organization (or a faily eber) was an officer, director, trustee, or direct or indirect owner? f "Yes," coplete Schedule L, Part V 28c 29 Did the organization receive ore than $25,000 in non-cash contributions? f "Yes," coplete Schedule M Did the organization receive contributions of art, historical treasures, or other siilar assets, or qualified conservation contributions? f "Yes," coplete Schedule M Did the organization liquidate, terinate, or dissolve and cease operations? f "Yes," coplete Schedule N, Part Did the organization sell, exchange, dispose of, or transfer ore than 25% of its net assets? f "Yes," coplete Schedule N, Part Did the organization own 100% of an entity disregarded as separate fro the organization under Regulations sections and ? f "Yes," coplete Schedule R, Part Was the organization related to any tax-exept or taxable entity? f "Yes," coplete Schedule R, Parts,, V, and V, line s any related organization a controlled entity within the eaning of section 512(b)(13)? f "Yes," coplete Schedule R, Part V, line Section 501(c)(3) organizations. Did the organization ake any transfers to an exept non-charitable related organization? f "Yes," coplete Schedule R, Part V, line Did the organization conduct ore than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal incoe tax purposes? f "Yes," coplete Schedule R, Part V Did the organization coplete Schedule O and provide explanations in Schedule O for Part V, lines 11 and 19? Note. All For 990 filers are required to coplete Schedule O. 38 For 990 (2009) Yes No 9E

10 For 990 (2009) Page 5 Part V b 4a Stateents Regarding Other RS Filings and Tax Copliance 1a Enter the nuber reported in Box 3 of For 1096, Annual Suary and Transittal of U.S. nforation Returns. Enter -0- if not applicable 1a 115 b Enter the nuber of Fors W-2G included in line 1a. Enter -0- if not applicable 1b 0 c Did the organization coply with backup withholding rules for reportable payents to vendors and reportable gaing (gabling) winnings to prize winners? 1c 2a Enter the nuber of eployees reported on For W-3, Transittal of Wage and Tax Stateents, filed for the calendar year ending with or within the year covered by this return 2a 261 b f at least one is reported on line 2a, did the organization file all required federal eployent tax returns? 2b Note. f the su of lines 1a and 2a is greater than 250, you ay be required to e-file this return. (see instructions) 3a Did the organization have unrelated business gross incoe of $1,000 or ore during the year covered by this return? 3a f "Yes," has it filed a For 990-T for this year? f "No," provide an explanation in Schedule O 3b At any tie during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a b f Yes, enter the nae of the foreign country: See the instructions for exceptions and filing requireents for For TD F , Report of Foreign Bank and Financial Accounts. 5a Was the organization a party to a prohibited tax shelter transaction at any tie during the tax year? 5a b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b c f "Yes," to question 5a or 5b, did the organization file For 8886-T, Disclosure by Tax-Exept Entity Regarding Prohibited Tax Shelter Transaction? 5c 6a Does the organization have annual gross receipts that are norally greater than $100,000, and did the organization solicit any contributions that were not tax deductible? 6a b f "Yes," did the organization include with every solicitation an express stateent that such contributions or gifts were not tax deductible? 6b 7 Organizations that ay receive deductible contributions under section 170(c). a Did the organization receive a payent in excess of $75 ade partly as a contribution and partly for goods and services provided to the payor? 7a b f "Yes," did the organization notify the donor of the value of the goods or services provided? 7b c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file For 8282? 7c d f "Yes," indicate the nuber of Fors 8282 filed during the year 7d e Did the organization, during the year, receive any funds, directly or indirectly, to pay preius on a personal benefit contract? 7e f Did the organization, during the year, pay preius, directly or indirectly, on a personal benefit contract? 7f g For all contributions of qualified intellectual property, did the organization file For 8899 as required? 7g h For contributions of cars, boats, airplanes, and other vehicles, did the organization file a For 1098-C as required? 7h 8 Sponsoring organizations aintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund aintained by a sponsoring organization, have excess business holdings at any tie during the year? 8 9 Sponsoring organizations aintaining donor advised funds. a Did the organization ake any taxable distributions under section 4966? 9a b Did the organization ake a distribution to a donor, donor advisor, or related person? 9b 10 Section 501(c)(7) organizations. Enter: a nitiation fees and capital contributions included on Part V, line 12 10a b Gross receipts, included on For 990, Part V, line 12, for public use of club facilities 10b 11 Section 501(c)(12) organizations. Enter: a Gross incoe fro ebers or shareholders 11a b Gross incoe fro other sources (Do not net aounts due or paid to other sources against aounts due or received fro the.) 11b 12 a Section 4947(a)(1) non-exept charitable trusts. s the organization filing For 990 in lieu of For 1041? 12a b f "Yes," enter the aount of tax-exept interest received or accrued during the year 12b 9E Yes No For 990 (2009)

11 Part V Governance, Manageent, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circustances, processes, or changes in Schedule O. See instructions. Section A. Governing Body and Manageent For 990 (2009) Page 6 1a b a b 8 a b 9 10a b 11 11A 12a b a Enter the nuber of voting ebers of the governing body Enter the nuber of voting ebers that are independent Did any officer, director, trustee, or key eployee have a faily relationship or a business relationship with any other officer, director, trustee, or key eployee? Did the organization delegate control over anageent duties custoarily perfored by or under the direct supervision of officers, directors or trustees, or key eployees to a anageent copany or other person? Did the organization ake any significant changes to its organizational docuents since the prior For 990 was filed? Did the organization becoe aware during the year of a aterial diversion of the organization's assets? Does the organization have ebers or stockholders? Does the organization have ebers, stockholders, or other persons who ay elect one or ore ebers of the governing body? Are any decisions of the governing body subject to approval by ebers, stockholders, or other persons? Did the organization conteporaneously docuent the eetings held or written actions undertaken during the year by the following: The governing body? Each coittee with authority to act on behalf of the governing body? s there any officer, director, trustee, or key eployee listed in Part V, Section A, who cannot be reached at 8a 8b the organization's ailing address? f "Yes," provide the naes and addresses in Schedule O 9a Section B. Policies(This Section B requests inforation about policies not required by the nternal Revenue Code.) c a b b Does the organization have local chapters, branches, or affiliates? f "Yes," does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? Has the organization provided a copy of this For 990 to all ebers of its governing body before filing the for? Describe in Schedule O the process, if any, used by the organization to review this For 99 Does the organization have a written conflict of interest policy? f "No," go to line 13 Are officers, directors or trustees, and key eployees required to disclose annually interests that could give rise to conflicts? Does the organization regularly and consistently onitor and enforce copliance with the policy? f "Yes," describe in Schedule O how this is done Does the organization have a written whistleblower policy? Does the organization have a written docuent retention and destruction policy? Did the process for deterining copensation of the following persons include a review and approval by independent persons, coparability data, and conteporaneous substantiation of the deliberation and decision? The organization's CEO, Executive Director, or top anageent official Other officers or key eployees of the organization f "Yes" to line 15a or 15b, describe the process in Schedule O. (See instructions.) Did the organization invest in, contribute assets to, or participate in a joint venture or siilar arrangeent with a taxable entity during the year? f "Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangeents under applicable federal tax law, and taken steps to safeguard the organization's exept status with respect to such arrangeents? Section C. Disclosure ATTACHMENT 4 List the states with which a copy of this For 990 is required to be filed Section 6104 requires an organization to ake its Fors 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. ndicate how you ake these available. Check all that apply. Own website Another's website Upon request 19 Describe in Schedule O whether (and if so, how), the organization akes its governing docuents, conflict of interest policy, and financial stateents available to the public. 20 State the nae, physical address, and telephone nuber of the person who possesses the books and records of the organization: MARK NADOLNY 5005 LBJ FREEWAY, SUTE 250 DALLAS, T For 990 (2009) 9E a 1b a 7b 10a 10b 11 12a 12b 12c a 15b 16a 16b Yes Yes No No

12 Copensation of Officers, Directors, Trustees, Key Eployees, Highest Copensated Eployees, and ndependent Contractors For 990 (2009) Page 7 Part V Section A. Officers, Directors, Trustees, Key Eployees, and Highest Copensated Eployees 1a Coplete this table for all persons required to be listed. Report copensation for the calendar year ending with or within the organization's tax year. Use Schedule J-2 if additional space is needed. % % List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of aount of copensation. Enter -0- in coluns (D), (E), and (F) if no copensation was paid. List all of the organization's current key eployees. See instructions for definition of "key eployee." List the organization's five current highest copensated eployees (other than an officer, director, trustee, or key eployee) who received reportable copensation (Box 5 of For W-2 and/or Box 7 of For 1099-MSC) of ore than $100,000 fro the organization and any related organizations. % % List all of the organization's forer officers, key eployees, and highest copensated eployees who received ore than $100,000 of reportable copensation fro the organization and any related organizations. List all of the organization's forer directors or trustees that received, in the capacity as a forer director or trustee of the organization, ore than $10,000 of reportable copensation fro the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key eployees; highest copensated eployees; and forer such persons. 9E Check this box if the organization did not copensate any current officer, director, or trustee. (A) (B) (C) (D) (E) (F) Nae and Title Average hours per week Position (check all that apply) ndividual trustee or director nstitutional trustee Officer Key eployee Highest copensated eployee Forer Reportable copensation fro the organization (W-2/1099-MSC) Reportable copensation fro related organizations (W-2/1099-MSC) Estiated aount of other copensation fro the organization and related organizations ALENE CLEMENT JACKSON CHARPERSON OF THE BOARD 1.00 NANCY G. BRNKER BOARD MEMBER AND CEO ERC BRNKER BOARD MEMBER & ASST. SECRETARY 1.00 LNDA CUSTARD BOARD MEMBER 1.00 BRENDA LAUDERBACK BOARD MEMBER 1.00 LNDA LAW BOARD MEMBER & ASST. SECRETARY 1.00 CONNE O'NELL BOARD MEMBER/TREASURER 1.00 DOROTHY PATERSON BOARD MEMBER 1.00 ROBERT TAYLOR BOARD MEMBER 1.00 NORMAN BRNKER BOARD MEMBER (4/1/09-6/7/09) 1.00 AMEE DCCCO BOARD MEMBER (4/1/09-11/16/09) 1.00 MARK NADOLNY CHEF FNANCAL OFFCER ,174. 7,331. JONATHAN BLUM GENERAL COUNSEL & SECRETARY , ,108. KATRNA MCGHEE SVP,GLOB.BUSN.DVPT & PRTRSHPS , ,022. ELZABETH THOMPSON SVP, MED & SCENTFC AFFARS , ,854. EMLY CALLAHAN SVP,GLOBAL MARKETNG & NETWORK , ,979. For 990 (2009)

13 Section A. Officers, Directors, Trustees, Key Eployees, and Highest Copensated Eployees (continued) For 990 (2009) Page 8 Part V (A) (B) (C) (D) (E) (F) Nae and title Average hours per week Position (check all that apply) ndividual trustee or director nstitutional trustee Officer Key eployee Highest copensated eployee Forer Reportable copensation fro the organization (W-2/1099-MSC) Reportable copensation fro related organizations (W-2/1099-MSC) Estiated aount of other copensation fro the organization and related organizations JENNFER LURAY SVP,GOVT AFFARS & PUBLC POL NANCY MACGREGOR VP, GLOBAL NETWORKS ,75 16,441. DANA ROWDEN SURVVORSHP & OUTCOMES VP , ,718. JUSTN RCKETTS CO , ,893. SUSAN CARTER-JOHNS STRATEGC RELATONSHPS VP , ,532. MARANNE ALCAT RESEARCH&SCENTFC AFFARS VP , ,217. HALA MODDELMOG CEO & PRES. (4/1/09-11/25/09) , ,818. KMBERLY EARLE COO & SECRET. (4/1/09-1/26/10) , ,603. ANNETTA HEWKO VP,GLBL STRAT&PROG(4/09-12/09) , WENDELNE JONGENBURGER VP,AFFL.RELS.(4/1/09-9/23/09) ,734. 2,362. ERC WNER CHEF SCENTFC ADVSOR ,548. PAMELA STEVENS DRECTOR, DC COMM. & ET.REL ,106. 7,554. DAVD DAWSON DRECTOR, SOLUTON DELVERY , ,564. 1b Total CONTNUED AT SCHEDULE J-2 4,619, , Total nuber of individuals (including but not liited to those listed above) who received ore than $100,000 in reportable copensation fro the organization 43 3 Did the organization list any forer officer, director or trustee, key eployee, or highest copensated eployee on line 1a? f "Yes," coplete Schedule J for such individual 3 4 For any individual listed on line 1a, is the su of reportable copensation and other copensation fro the organization and related organizations greater than $150,000? f "Yes," coplete Schedule J for such individual 4 5 Did any person listed on line 1a receive or accrue copensation fro any unrelated organization for services rendered to the organization? f "Yes," coplete Schedule J for such person 5 Section B. ndependent Contractors 1 Coplete this table for your five highest copensated independent contractors that received ore than $100,000 of copensation fro the organization. ATTACHMENT 5 (A) Nae and business address (B) Description of services Yes (C) Copensation No 2 Total nuber of independent contractors (including but not liited to those listed above) who received ore than $100,000 in copensation fro the organization 23 For 990 (2009) 9E

14 For 990 (2009) Page 9 Part V Contributions, gifts, grants and other siilar aounts Progra Service Revenue Other Revenue 9E a b c d e Stateent of Revenue f All other contributions, gifts, grants, and siilar aounts not included above 1f 128,050,115. g Noncash contributions included in lines 1a-1f: $ 333,278. h Total. Add lines 1a-1f Business Code 2a b c d e f g 6a b c d 7a b and sales expenses 25,790, c Gain or (loss) -972, d Net gain or (loss) 8a 11a b c Federated capaigns Mebership dues Fundraising events Related organizations Governent grants (contributions) All other progra service revenue Total. Add lines 2a-2f d All other revenue e Total. Add lines 11a-11d 12 Total Revenue. See instructions 1a 1b 1c 1d 1e nvestent incoe (including dividends, interest, and other siilar aounts) ncoe fro investent of tax-exept bond proceeds Royalties Gross Rents (i) Real (ii) Personal Less: rental expenses Rental incoe or (loss) Net rental incoe or (loss) Gross aount fro sales of (i) Securities (ii) Other assets other than inventory 24,818, Less: cost or other basis Gross incoe fro fundraising events (not including $ of contributions reported on line 1c). See Part V, line 18 a 1,810,758. b Less: direct expenses b 5,048,516. c Net incoe or (loss) fro fundraising events 9a Gross incoe fro gaing activities. See Part V, line 19 a b Less: direct expenses b c Net incoe or (loss) fro gaing activities 10a Gross sales of inventory, less returns and allowances a 1,392,146. b Less: cost of goods sold b 1,205,664. c Net incoe or (loss) fro sales of inventory Miscellaneous Revenue Business Code 2,938,98 4,010,492. (A) Total revenue 134,999, (B) Related or exept function revenue AFFLATE PAYMENTS ,672, ,672,067. 4,010, ,672,067. (C) Unrelated business revenue (D) Revenue excluded fro tax under sections 512, 513, or 514 3,372,13 3,372,13 176, , , , ,237, ,237, , ,482. SUPPORT SERVCES ,400,00 1,400,00 NTERCOMPANY , ,469. OTHER REVENUE ,560,395. 2,560,395. 3,989, ,186, ,258,549. 1,928,623. For 990 (2009)

15 For 990 (2009) Page 10 Part Stateent of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations ust coplete all coluns. All other organizations ust coplete colun (A) but are not required to coplete coluns (B), (C), and (D). Do not include aounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part V. 1 2 Grants and other assistance to governents and organizations in the U.S. See Part V, line 21 Grants and other assistance to individuals in the U.S. See Part V, line 22 3 Grants and other assistance to governents, organizations, and individuals outside the U.S. See Part V, lines 15 and 16 4 Benefits paid to or for ebers 5 Copensation of current officers, directors, trustees, and key eployees 6 Copensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 7 Other salaries and wages 8 Pension plan contributions (include section 401(k) and section 403(b) eployer contributions) Other eployee benefits a b c d e f g a b c d e f Payroll taxes Fees for services (non-eployees): Manageent Legal Accounting Lobbying Professional fundraising services. See Part V, line 17 nvestent anageent fees Other Advertising and prootion Office expenses nforation technology Royalties Occupancy Travel Payents of travel or entertainent expenses for any federal, state, or local public officials Conferences, conventions, and eetings nterest Payents to affiliates Depreciation, depletion, and aortization nsurance Other expenses. teize expenses not covered above. (Expenses grouped together and labeled iscellaneous ay not exceed 5% of total expenses shown on line 25 below.) 26 Joint Costs. Check here f following SOP Coplete this line only if the organization reported in colun (B) joint costs fro a cobined educational capaign and fundraising solicitation 9E (A) (B) (C) (D) Total expenses Progra service Manageent and Fundraising expenses general expenses expenses 71,814, ,814, ,00 10,00 2,755,784. 2,755,784. 3,820,525. 3,362, , , ,456,016. 5,581,045. 8,590, , , , ,566. 9,661. 2,313,932. 1,113,092. 1,147, ,661. 1,410, , , , , , , , , , , , , , , ,521, ,443, ,031. 3,525, ,687,843. 5,466, ,186. 5,752,288. 8,097,789. 1,306,311. 6,791,478. 1,620, , , ,79 2,586,069. 1,729,54 744, ,034. 2,383,023. 1,671, , ,15 224, , ,30 30,40 86, ,313. 2,285. CONSULTNG AND PROF. SERVCE 18,597, ,446,687. 1,163,185. 2,987,504. EQUP. RENTAL AND MANTENANC 1,360, , , ,768. CONTRACT LABOR 3,402,832. 2,538, , ,188. RACE PRODUCTON 2,060,571. 1,530,41 382, ,806. BANK FEES 712, , , ,312. All other expenses 7,183,735. 5,521,787. 1,650, ,706. Total functional expenses. Add lines 1 through 24f 177,588, ,127,83 25,584, ,875, ,517, ,919,861. 5,544, ,053,759. For 990 (2009)

16 For 990 (2009) Page 11 Part Assets Liabilities Net Assets or Fund Balances Balance Sheet Cash - non-interest-bearing Savings and teporary cash investents Pledges and grants receivable, net Accounts receivable, net Receivables fro current and forer officers, directors, trustees, key eployees, and highest copensated eployees. Coplete Part of Schedule L Receivables fro other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Coplete Part of Schedule L Notes and loans receivable, net nventories for sale or use Prepaid expenses and deferred charges 10a other basis. Coplete Part V of Schedule D Less: accuulated depreciation 10b nvestents - publicly traded securities nvestents - other securities. See Part V, line 11 nvestents - progra-related. See Part V, line 11 ntangible assets Other assets. See Part V, line 11 Total assets. Add lines 1 through 15 (ust equal line 34) Accounts payable and accrued expenses Grants payable Deferred revenue Tax-exept bond liabilities a Land, buildings, and equipent: cost or b Escrow or custodial account liability. Coplete Part V of Schedule D Payables to current and forer officers, directors, trustees, key eployees, highest copensated eployees, and disqualified persons. Coplete Part of Schedule L Secured ortgages and notes payable to unrelated third parties Unsecured notes and loans payable to unrelated third parties Other liabilities. Coplete Part of Schedule D Total liabilities. Add lines 17 through 25 Organizations that follow SFAS 117, check here and coplete lines 27 through 29, and lines 33 and 34. Unrestricted net assets Teporarily restricted net assets Peranently restricted net assets Organizations that do not follow SFAS 117, check here and coplete lines 30 through 34. Capital stock or trust principal, or current funds Paid-in or capital surplus, or land, building, or equipent fund Retained earnings, endowent, accuulated incoe, or other funds Total net assets or fund balances Total liabilities and net assets/fund balances 14,305, (A) Beginning of year (B) End of year 117,034, ,497, , ,301,04 63,110,996. 3,227, ,285, ,916. 1,714, ,746, ,072. 4,052,357. 9,539,037. 5,151, c 4,766, ,994, ,856, ,279, ,673, ,356, ,391, ,089, ,012, ,446, ,403, ,411, ,346, ,196, ,698, , ,00 57,832, ,279, ,270, ,673,925. For 990 (2009) 9E

17 For 990 (2009) Page 12 1 Part 2a b c d 3a b Financial Stateents and Reporting Accounting ethod used to prepare the For 990: Cash Accrual Other f the organization changed its ethod of accounting fro a prior year or checked "Other," explain in Schedule O. Were the organization's financial stateents copiled or reviewed by an independent accountant? Were the organization's financial stateents audited by an independent accountant? f "Yes" to line 2a or 2b, does the organization have a coittee that assues responsibility for oversight of the audit, review, or copilation of its financial stateents and selection of an independent accountant? f the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. f "Yes" to line 2a or 2b, check a box below to indicate whether the financial stateents for the year were issued on a consolidated basis, separate basis, or both: Separate basis Consolidated basis Both consolidated and separate basis As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? f "Yes," did the organization undergo the required audit or audits? f the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. 2a 2b 2c 3a 3b Yes No For 990 (2009) 9E

18 SCHEDULE A (For 990 or 990-EZ) Departent of the Treasury nternal Revenue Service Public Charity Status and Public Support Coplete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexept charitable trust. Attach to For 990 or For 990-EZ. See separate instructions. OMB No À¾ ½ Open to Public nspection Nae of the organization Eployer identification nuber SUSAN G KOMEN BREAT CANCER FDN, NC Part Reason for Public Charity Status (All organizations ust coplete this part.) See instructions. The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.) 1 2 A church, convention of churches, or association of churches described in A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.) section 170(b)(1)(A)(i). 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A edical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's nae, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governental unit described in section 170(b)(1)(A)(iv). (Coplete Part.) e f g h A federal, state, or local governent or governental unit described in section 170(b)(1)(A)(v). An organization that norally receives a substantial part of its support fro a governental unit or fro the general public described in section 170(b)(1)(A)(vi). (Coplete Part.) A counity trust described in section 170(b)(1)(A)(vi). (Coplete Part.) An organization that norally receives: (1) ore than 33 1/3 % of its support fro contributions, ebership fees, and gross receipts fro activities related to its exept functions - subject to certain exceptions, and (2) no ore than 33 1/3% of its support fro gross investent incoe and unrelated business taxable incoe (less section 511 tax) fro businesses acquired by the organization after June 30, See section 509(a)(2). (Coplete Part.) An organization organized and operated exclusively to test for public safety. See section 509(a)(4). An organization organized and operated exclusively for the benefit of, to perfor the functions of, or to carry out the purposes of one or ore publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and coplete lines 11e through 11h. a Type b Type c Type - Functionally integrated d Type - Other By checking this box, certify that the organization is not controlled directly or indirectly by one or ore disqualified persons other than foundation anagers and other than one or ore publicly supported organizations described in section 509(a)(1) or section 509(a)(2). f the organization received a written deterination fro the RS that it is a Type, Type, or Type supporting organization, check this box Since August 17, 2006, has the organization accepted any gift or contribution fro any of the following persons? (i) A person who directly or indirectly controls, either alone or together with persons described in (ii) Yes No and (iii) below, the governing body of the supported organization? 11g(i) (ii) A faily eber of a person described in (i) above? 11g(ii) (iii) A 35% controlled entity of a person described in (i) or (ii) above? 11g(iii) Provide the following inforation about the supported organization(s). (i) Nae of supported organization (ii) EN (iii) Type of organization (described on lines 1-9 above or RC section (see instructions)) (iv) s the organization in col. (i) listed in your governing docuent? (v) Did you notify the organization in col. (i) of your support? (vi) s the organization in col. (i) organized in the U.S.? Yes No Yes No Yes No (vii) Aount of support Total For Privacy Act and Paperwork Reduction Act Notice, see the nstructions for For 990 or 990-EZ. Schedule A (For 990 or 990-EZ) E