2024-07-02T15:41:36-05:00 2023-12-31 581763570 JONES AND KOLB 3475 PIEDMONT ROAD NE SUITE 1500 ATLANTA GA 30305 990 2023-01-01 582075193 Georgia Transplant Foundation Inc GEOR 7704573796 2201 Macy Drive Roswell GA 30076 Rita Michaels Executive Director 7704573796 2024-06-18 1 Rita Michaels 999009999 0 ANN M THOMPSON P00719770 4042627920 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z Rita Michaels 2201 Macy Drive Roswell GA 30076 7320847 0 X gatransplant.org X 1992 GA To bridge the gap between hope and opportunity by educating and enriching the lives of those affected by organ tranplant. 20 20 7 250 0 0 2881532 3144867 8599 9170 13187 297642 91464 31545 2994782 3483224 2327601 2567315 0 0 658131 625736 0 0 130735 235995 260303 3221727 3453354 -226945 29870 10229798 11143558 86567 97554 10143231 11046004 X To bridge the gap between hope and opportunity by educating and enriching the lives of those affected by organ tranplant. 0 0 2893576 2345780 Financial Assistance Programs: Georgia Transplant Foundation ("GTF") has provided financial assistance to transplant patients for 32 years and has become the largest organization of its kind in the U.S., helping over 22,000 transplant patients in all 159 counties of Georgia to date. Our financial assistance programs provide support and hope to pediatric and adult organ transplant recipients, candidates, living donors, and caregivers by bridging the gap to equitable access to care, providing short-term transitional support, and working to make life-saving care a reality for all. In 2023, we served 1,027 clients state-wide for a total of $2,345,780 in direct financial assistance. 199535 199535 9170 Direct Patient Assistance: Patients undergoing transplantation are subject to significant travel and lodging expenses both pre- and post-transplant. These expenses can create a heavy burden that could impede the ability to access life-saving transplant care for those struggling with economic instability. GTF works to alleviate this burden and create equitable access to care by providing financial assistance for transportation expenses, temporary lodging near the patient's transplant center, and various other services. The following are services provided as part of Georgia Transplant Foundation's access to care program. All assistance is subject to approval and is allocated directly to the service provider. Applicants may access these programs through their dialysis or transplant center social worker.-Lodging assistance-Dental assistance-Living donor assistance-Pediatric specialty assistance-Medication assistance-Insurance premium assistance 22000 22000 Program Development: GTF hosts Trends iN Transplant healthcare education conferences throughout the state of Georgia, welcoming nearly 600 patients and caregivers. Transplant physicians provide invaluable education to candidates, recipients, and living donors. GTF hosts seminars to share our patient assistance programs and transplant fundraising program, where our clients can seek private donations from friends and family through a managed fund. Donations to this fund are matched up to $10,000 by GTF and are used primarily for post-transplant medications and insurance premiums. 3115111 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 GA X Lisa Carlotta 7704573796 2201 Macy Drive Roswell GA 30076 David Markham President 1.00 X X 0 0 0 Melanie Calkins Secretary 1.00 X X 0 0 0 Bray Deavours Co-Treasurer 1.00 X X 0 0 0 Jansen Bailey Co-Treasurer 1.00 X X 0 0 0 Noah Benz Director 1.00 X 0 0 0 Lester Crowell Director 1.00 X 0 0 0 Jennie Perryman Director 1.00 X 0 0 0 John Albers Director 1.00 X 0 0 0 Janet Barnett Director 1.00 X 0 0 0 Lycynthia Baskin Director 1.00 X 0 0 0 Scott Blackard Director 1.00 X 0 0 0 Connie Daly Director 1.00 X 0 0 0 Michael Gallichio Director 1.00 X 0 0 0 Linda Heiden Director 1.00 X 0 0 0 Jennifer Kittinger Director 1.00 X 0 0 0 Christina Klein Director 1.00 X 0 0 0 Chad Y Mao Director 1.00 X 0 0 0 Melvin Morris Director 1.00 X 0 0 0 Matt Smith Director 1.00 X 0 0 0 Christina Wiggins Director 1.00 X 0 0 0 Rita Michaels Executive Director 40.00 X 108983 0 25170 108983 0 25170 1 0 0 0 0 62350 3082517 13387 3144867 Administrative fees 900099 9170 9170 9170 252329 252329 3768528 3723215 45313 45313 45313 145953 62350 114408 31545 31545 3483224 9170 0 329187 2567315 2567315 134153 100615 13415 20123 395906 290570 61437 43899 17844 11878 3739 2227 40796 29724 6721 4351 37037 27228 5367 4442 19500 19500 52520 52520 11006 696 6999 3311 4457 1114 2229 1114 11829 2957 5915 2957 17729 4432 8865 4432 364 91 182 91 87818 54330 4813 28675 31812 16224 6363 9225 10073 3125 4592 2356 Bank charges 3873 968 1937 968 Equipment & maintenance 3500 875 1750 875 Postage & shipping 3006 1533 601 872 Printing & reproduction 2816 1436 563 817 3453354 3115111 207508 130735 971586 2966076 42604 31087 24506 27616 705080 293132 436392 411948 8754710 7706831 10229798 11143558 86067 91235 500 6319 86567 97554 X 1529263 2490442 8613968 8555562 10143231 11046004 10229798 11143558 29870 872903 0 X 0 1 X 1 0 X 3569546 2844262 2956832 2881532 3144867 15397039 3569546 2844262 2956832 2881532 3144867 15397039 10792265 4604774 228560 203048 269985 285788 252329 1239710 16636749 57153 0.27680 0.27390 X Part II, Section C, Line 17A Facts and Circumstances Test: Explanation: While the Foundation does not qualify as publicly supported under the mechanical 33 1/3 percent-of-support test set forth in the IRS Regulations, the Foundation should be considered a publicly supported charity under the facts and circumstances as set forth in the IRS Regulations. Under the facts and circumstances test, an organization will be treated as publicly supported if it establishes, under all the facts and circumstances, that (i) it normally receives a substantial part of its support from government units or direct or indirect contributions from the general public, and (ii) it is of the nature of a "publicly supported organization, taking into account the factors described in the Regulations. As described below, the Foundation submits that it satisfies the facts and circumstances test for recognition as a publicly supported organization. (1) The Foundation has ongoing and continuous programs to solicit support from the general public, transplant patients and other not-for-profit organizations. These programs include a direct mail fundraising campaign, solicitation on its website and other various social media outlets. The scope of the Foundation's solicitation program is reasonable in light of its focus on providing assistance to organ transplant patients. (2) The IRS Regulations provide that the fact that an organization meets the requirements through support from governmental units or directly or indirectly from a representative number of persons, rather than receiving almost all of its support from the members of a single family, will be taken into consideration in determining whether an organization is "publicly supported." In determining what is a "representative number of persons," consideration will be given to the type of organization involved, the length of time it has been in existence, and whether it limits its activities to a particular community or region or to a special field which can be expected to appeal to a limited number of persons. The Foundation's support is derived from a variety of sources, including investment income and contributed income. (3) The IRS Regulations provide that the fact that an organization has a governing body which represents the broad interests of the public, other than the personal or private interests of a limited number of donors (or persons standing in a relationship to such donors) will be taken into account in determining whether an organization is "publicly supported." An organization will be treated as meeting this requirement if it has a governing body which is composed of public officials acting in their capacities as such, of individuals selected by public officials acting in their capacities as such, of persons having special knowledge or expertise in the particular field or discipline in which the organization is operating, of community leaders, such as elected or appointed officials, clergymen, educators, civic leaders or other such persons representing a broad cross-section of the views and interests of the community, or, in the case of a membership organization, of individuals elected pursuant to the organization's governing instrument or by-laws by a broadly-based membership. The Foundation's Board of Directors is separate and diverse and has no Directors with a family relationship or a business relationship with any other Officers, Directors or Key Employees. The Board members come from a geographically dispersed area around the State of Georgia and, thus, represent a broad cross-section of the views and interests of those served by the Foundation. (4) The IRS Regulations contain a series of provisions not applicable to the Foundation because the Foundation is not an organization of a type that generally provides facilities or services directly for the benefit of the general public on a continuing basis, the Foundation is not an educational or research institution, and the nature of the Foundation's activities and support are different from the nature of the organizations described in these sections. However, as described in the Regulations, the Foundation conducts a definitive program to accomplish its charitable work in the communities of those it serves. The Foundation's programs provide financial and medical assistance to organ transplant patients throughout the state of Georgia. In summary, the Foundation should be and requests that it be classified as a publicly supported charity. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 550867 154578 396289 154213 138554 15659 411948 X 4418015 872903 872903 3545112 52520 -114408 -61888 3483224 3515242 0 3515242 52520 -114408 -61888 3453354 Part X, Line 2: The Foundation is exempt from federal income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code. Income from certain activities not directly related to the Foundation's tax-exempt purpose is subject to taxation as unrelated business income. The Foundation had no activities subject to unrelated business income, and accordingly, has no unrelated business income tax. Part XI, Line 4b - Other Adjustments: Direct cost of special events -114,408. Part XII, Line 4b - Other Adjustments: Direct cost of special events -114,408. Celebrate Life 208303 62350 145953 1951 54536 1000 56921 208303 62350 145953 1951 54536 1000 56921 114408 31545 1 Direct Patient Assistance 1027 2345780 FMV Access to Care 312 199535 FMV Scholarships 29 22000 FMV Part I, Line 2: Applications are submitted by transplant social workers via fax to GTF patient services. Patient services review and either approve or deny assistance based on program guidelines. Form 990, Part VI, Section B, line 11b The Form 990 was e-mailed to the Board of Directors for review before it was filed. Form 990, Part VI, Section B, line 12c The policy is reviewed at the annual Board meeting. Form 990, Part VI, Section B, line 15a Compensation for the CEO is determined by the Executive Committee. The Executive Committee conducts an annual evaluation and looks at outside environmental factors to determine compensation. Form 990, Part VI, Section C, line 19 Governing documents, conflict of inteterest policy, and financial statements are available upon request.