2024-05-09T10:13:11-05:00 2023-06-30 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2022-07-01 593040982 LIFELINK LEGACY FUND LIFE 8132586515 9661 DELANEY CREEK BOULEVARD TAMPA FL 33619 PATRICK BRISLEY CFO 8132586515 2024-05-02 1 PATRICK BRISLEY XXX-XX-XXXX 1 LISA BURKE P00220718 8169455500 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHANIE HERNANDEZ 9661 DELANEY CREEK BOULEVARD TAMPA FL 33619 859659 0 X WWW.LIFELINKFOUNDATION.ORG/LEGACY-FUND X 1990 FL SUPPORT LIFELINK FOUNDATION, WHICH IS DEDICATED TO RECOVERING ORGANS FOR TRANSPLANTATION THERAPY. 6 3 0 50 0 0 241787 258350 0 0 638983 426309 -16469 0 864301 684659 109229 120083 0 0 187848 193092 0 0 67875 39737 83376 336814 396551 527487 288108 8621191 9545941 63464 94086 8557727 9451855 X LIFELINK LEGACY FUND SUPPORTS TRANSPLANT PATIENTS THROUGH FINANCIAL ASSISTANCE PROGRAMS AS WELL AS FUNDS RESEARCH AND OTHER INITIATIVES THAT POSITIVELY IMPACT ORGAN DONATION AND THE TRANSPLANT COMMUNITY. 0 0 196916 47088 LIFELINK LEGACY FUND IS A NON-PROFIT SUPPORTING ORGANIZATION OF LIFELINK FOUNDATION THAT PROVIDES FUNDING TO FURTHER THE MISSION OF SAVING LIVES THROUGH ORGAN AND TISSUE DONATION AND TRANSPLANTATION. AID FOR RESEARCH AND DEVELOPMENT, MEDICAL STUDENT RESEARCH/INTERN PROGRAMS AND PRE- AND POST-ORGAN TRANSPLANT PATIENTS IN FINANCIAL NEED ARE JUST A FEW OF THE IMPACTIVE INITIATIVES OF LIFELINK LEGACY FUND. TOTAL CONTRIBUTIONS RAISED $150,819.(CONTINUED ON SCHEDULE O)FINANCIAL ASSISTANCE FOR TRANSPLANT PATIENTS - PLEDGE PROGRAM: THIS PROGRAM HELPS PATIENTS MEET NECESSARY FUNDING REQUIREMENTS FOR PLACEMENT ON THE NATIONAL ORGAN TRANSPLANT WAITING LIST BY PROVIDING A FINANCIAL GUARANTEE FOR PRE-TRANSPLANT PATIENTS WHOSE ONLY BARRIER TO PLACEMENT ON THE ORGAN TRANSPLANT WAITING LIST IS FINANCIAL CLEARANCE FROM THEIR TRANSPLANT CENTER. PLEDGE PROGRAM DOLLARS ARE ACCESSIBLE FOR PATIENT CARE AFTER THE DATE OF HAVING RECEIVED THE GIFT OF LIFE THROUGH ORGAN TRANSPLANTATION.TO DATE, 34 PEOPLE HAVE RECEIVED A LIFESAVING ORGAN TRANSPLANT THANKS TO FINANCIAL ASSISTANCE RECEIVED SINCE THE INCEPTION OF THE PROGRAM.PATIENT ASSISTANCE:LIFELINK LEGACY FUND CONTINUED TO SERVE TRANSPLANT PATIENTS IN FINANCIAL NEED. FOR THE YEAR ENDED JUNE 30, 2023, THE LIFELINK LEGACY FUND FULFILLED FORTY-NINE (49) PATIENT ASSISTANCE REQUESTS TOTALING $47,088 TO SUPPORT SHORT-TERM NECESSARY EXPENSES RELATED TO THEIR TRANSPLANT CARE, INCLUDING MEDICATION, TRAVEL, AND ESSENTIAL DENTAL PROCEDURES, AMONG OTHERS. THESE FINANCIAL SUPPORT PROGRAMS WERE AVAILABLE TO PATIENTS AT PARTNER ORGAN TRANSPLANT CENTERS IN FLORIDA, GEORGIA, AND PUERTO RICO. LIFELINK LEGACY FUND:LIFELINK LEGACY FUND CO-HOSTED THE 2023 ROAR THROUGH YBOR 5K & 1 MILE FUN RUN ON MARCH 31, 2023. IN PARTNERSHIP WITH FELLOW CO-HOST, LIONS WORLD VISION. THIS EVENT STRIVES TO CONTINUE THE LIFESAVING MESSAGE OF ORGAN, TISSUE, AND EYE DONATION, WHILE RAISING FUNDS FOR LIFELINK LEGACY FUND INITIATIVES AND LIONS WORLD VISION THAT BENEFIT ORGAN, TISSUE AND EYE DONATION AND TRANSPLANTATION OUTCOMES. THIS EVENT HELPED BENEFIT THE LIFELINK LEGACY FUND BY APPROXIMATELY $35,000. 72995 72995 LIFELINK LEGACY FUND AWARDED SCIENTIFIC RESEARCH AND COMMUNITY GRANTS. THE LIFELINK LEGACY FUND PROVIDED FUNDS FOR A CLINICAL RESEARCH INTERNSHIP PROGRAM AIMED AT PROVIDING PRE-MEDICAL COLLEGE STUDENTS A HANDS-ON EXPERIENCE WORKING DIRECTLY WITH ORGAN TRANSPLANT PHYSICIANS IN A HOSPITAL SETTING. FUNDING WAS ALSO PROVIDED IN SUPPORT OF BOTH PEDIATRIC TRANSPLANT PATIENT CAMP PROGRAMS AND ORGAN DONOR FAMILY ENGAGEMENT. DISTRIBUTION OF SUPPORT FOR SCIENTIFIC RESEARCH AND COMMUNITY GRANTS TOTALED $72,995. 269911 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 25 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL FL GA IL NC NJ X X PATRICK BRISLEY CFO 8002625775 9661 DELANEY CREEK BOULEVARD TAMPA FL 33619 LARRY JONES CHAIR 2.00 2.00 X X 0 1500 0 VICTOR BOWERS MD DIRECTOR 2.00 40.00 X 0 233726 51291 MARTHA MINAHAN DIRECTOR 2.00 0.00 X 0 0 0 THOMAS PEARSON DIRECTOR 2.00 20.00 X 0 81588 28840 RICHARD REDMON DIRECTOR 2.00 0.00 X 0 0 0 JOEL VAN SICKLER MD DIRECTOR 2.00 20.00 X 0 52685 26276 JEAN AIKEN DAVIS VICE CHAIR & PRESIDENT/CEO 2.00 40.00 X 0 641169 66182 STEPHANIE HERNANDEZ TREASURER & COO/CFO (CEO 9/1/23) 2.00 40.00 X 0 378805 148382 PATRICK BRISLEY TREASURER & CFO (AS OF 5/22/23) 2.00 40.00 X 0 0 0 LINDA ARANT SECRETARY 15.00 40.00 X 0 76822 29347 0 1466295 350318 0 0 1 0 0 107531 150819 258350 426309 426309 175000 175000 0 0 684659 0 0 426309 72995 72995 47088 47088 140803 85286 30623 24894 14954 8749 3596 2609 27380 19166 8214 9955 6296 1822 1837 2723 2723 1013 1013 7269 1181 854 5234 11233 11233 13347 9623 865 2859 7791 7743 48 6340 2607 3733 9889 8420 1251 218 9840 34 27 9779 13097 12099 998 AFFILIATE DEPRECIATION 834 723 111 396551 269911 58765 67875 30056 101329 8592 4739 8582543 9439873 8621191 9545941 63464 94086 63464 94086 X 8057540 8965161 500187 486694 8557727 9451855 8621191 9545941 288108 606020 0 X X 0 1 X 1 0 X X 1 LIFELINK FOUNDATION INC 592193032 10 1 269911 0 1 269911 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, SECTION D, LINE 3: THE LIFELINK FOUNDATION (SUPPORTED ORGANIZATION) MANAGEMENT TEAM IS DIRECTLY INVOLVED IN ALL LEGACY FUND ACTIVITIES AND PARTICIPATES IN MONTHLY OPERATIONAL MEETINGS TO REVIEW AND DIRECT LEGACY FUND ACTIVITIES. ADDITIONALLY, THE LEGACY FUND OPERATIONAL UPDATES ARE PROVIDED TO THE FOUNDATION GOVERNING BOARD AT EACH BOARD MEETING AND AT THE FOUNDATION STRATEGIC PLANNING MEETINGS. SCHEDULE A, SECTION E, LINE 2A: THE LEGACY FUND SUPPORTS THE FOUNDATION MISSION BY PROVIDING FUNDING TO SUPPORT RESEARCH STUDIES RELATING TO CLINICAL OUTCOMES, SUPPORTING LOCAL TRANSPLANT CENTER PROGRAMS AND PROVIDING SUPPORT TO TRANSPLANT PATIENTS TO IMPROVE THE CLINICAL OUTCOMES RELATED TO THEIR TRANSPLANTED ORGAN. THE FOUNDATION MANAGEMENT TEAM IS DIRECTLY INVOLVED IN ALL LEGACY ACTIVITIES AND PARTICIPATES IN MONTHLY OPERATIONAL MEETINGS TO REVIEW AND DIRECT LEGACY FUND ACTIVITIES. ADDITIONALLY, LEGACY FUND OPERATIONAL UPDATES ARE PROVIDED TO THE FOUNDATION GOVERNING BOARD AT EACH BOARD MEETING AND AT THE FOUNDATION STRATEGIC PLANNING MEETINGS. SCHEDULE A, SECTION E, LINE 2B: DUE TO THE SHORTAGE OF DESPERATELY NEEDED ORGANS FOR TRANSPLANTATION, THE LIFELINK FOUNDATION BELIEVES THE SUPPORT PROVIDED BY THE LEGACY FUND FILLS A VITAL ROLE IN ENSURING TRANSPLANTED PATIENTS HAVE THE BEST POSSIBLE CLINICAL OUTCOMES, THEREBY PRESERVING THE GIFT OF DONATION AND PREVENTING WHERE POSSIBLE ORGAN FAILURE AND REJECTION. SUPPORTING TRANSPLANT CENTER INITIATIVES SUCH AS ON-SITE HOUSING FOR TRANSPLANT RECIPIENTS, PROVIDING FINANCIAL SUPPORT WHEN NEEDED FOR EXPENSIVE ANTI-REJECTION DRUGS AND SUPPORTING CLINICAL RESEARCH IN THE AREAS OF IMMUNOLOGY LABORATORY PLAY A VITAL ROLE IN ENSURING THE BEST POSSIBLE PATIENT OUTCOMES. PRIMARY FUNDING FOR THE FOUNDATION IS PROVIDED UNDER THE MEDICARE ESRD PROGRAM WHICH DOES NOT PROVIDE SUPPORT FOR RESEARCH OR POST-TRANSPLANT PATIENT CARE; AS SUCH, THE FOUNDATION DEPENDS ON THE LEGACY FUND SUPPORT TO THESE COMPONENTS OF ITS MISSION STATEMENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 129825 0 129825 396551 141784836 396551 141914661 79310 1000000 19828 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 115339 198676 190313 129825 634153 250000 250000 250000 250000 1000000 1500000 113584 198676 190313 129825 632398 0 DUE TO AFFILIATE 94086 94086 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") OF 1986, AS AMENDED AND FROM INCOME TAXES UNDER SECTION 220.13 OF THE STATE/TERRITORY STATUTES IN WHICH THE FOUNDATION OPERATES. 1 TAMPA GENERAL HOSPITAL PO BOX 1289 TAMPA FL 336011289 593458145 501(C)(3) 32995 0 N/A N/A TAMPA GENERAL MEDICAL GROUP SUMMER RESEARCH SCHOLARSHIP CHILDRENS HEALTHCARE OF ATLANTA FOUNDATION INC 1577 NORTHEAST EXPRESSWAY SUITE A ATLANTA GA 30329 581710601 501(C)(3) 30000 0 N/A N/A SPONSOR CAMP INDEPENDENCE FOR TRANSPLANT CHILDREN ONE LEGACY INC 1303 W OPTICAL DR AZUSA CA 91702 422936915 501(C)(3) 10000 0 N/A N/A EDUCATE ON ORGAN & TISSUE DONATION - ROSE PARADE 3 0 PATIENT CARE LODGING 27 29541 0 N/A N/A PATIENT CARE DENTAL 15 15092 0 N/A N/A PATIENT CARE MEDICATION 6 2365 0 N/A N/A PATIENT CARE BASIC 1 90 0 N/A N/A PART I, LINE 2: PAYMENTS FOR APPROVED GRANTS ARE BASED ON INCURRED EXPENSES THAT MEET THE REQUIREMENTS OF THE GRANT AND SUPPORT THE OVERALL MISSION OF THE FOUNDATION. ALL GRANTS ARE REVIEWED AND APPROVED BY MANAGEMENT AT LEAST ANNUALLY. 0 1 0 0 0 0 0 0 0 JEAN AIKEN DAVIS VICE CHAIR & PRESIDENT/CEO 0 525694 0 102898 0 12577 0 44398 0 21784 0 707351 0 0 STEPHANIE HERNANDEZ TREASURER & COO/CFO (CEO 9/1/23) 0 327225 0 45000 0 6580 0 127526 0 20856 0 527187 0 0 VICTOR BOWERS MD DIRECTOR 0 224463 0 8000 0 1263 0 29057 0 22234 0 285017 0 0 PART I, LINE 4B THE LIFELINK FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION (SEE SCHEDULE R, PART II), HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WHICH PROVIDES CERTAIN EXECUTIVES DEFERRED COMPENSATION BENEFITS IF THEY PROVIDE SUBSTANTIAL FUTURE SERVICES TO THE ORGANIZATION. BENEFITS TO THE PARTICIPANT UNDER THIS PLAN ONLY VEST ON EVENT OF NORMAL RETIREMENT, DISABILITY, DEATH OR SERP TERMINATION, AS DEFINED. IF A PARTICIPANT WERE TO TERMINATE EMPLOYMENT BEFORE ONE OF THESE EVENTS THE PARTICIPANT WOULD FORFEIT HIS OR HER ENTIRE BENEFIT. SERP BENEFITS ARE REVIEWED AND APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THE FOUNDATION INCURRED EXPENSES OF $124,173 UNDER THE SERP DURING THE 2022 CALENDAR YEAR. STEPHANIE HERNANDEZ, COO/CFO (CURRENT CEO), IS A PARTICIPANT OF THE PLAN. FORM 990, PART V, LINE 2A: THE LEGACY FUND EMPLOYEES ARE COMPENSATED BY LIFELINK FOUNDATION, A RELATED 501(C)(3) ORGANIZATION; THEREFORE, THE NUMBER OF EMPLOYEES REPORTED ON FORM 990, PART V, LINE 2A IS ZERO. ALL REQUIRED EMPLOYMENT TAX RETURNS ARE FILED BY LIFELINK FOUNDATION. SALARIES AND RELATED EXPENSES REPORTED IN PART IX REPRESENT AMOUNTS ALLOCATED FROM LIFELINK FOUNDATION FOR EMPLOYEE SERVICES PROVIDED TO THE LEGACY FUND. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE, PRESIDENT, AND CFO FOR PRELIMINARY REVIEW. AN ELECTRONIC COPY OF FORM 990 THEN IS DISTRIBUTED TO THE ENTIRE GOVERNING BOARD PRIOR TO ISSUANCE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE LEGACY FUND REQUIRES ALL INTERESTED PERSONS TO ATTEST THAT THEY HAVE RECEIVED, READ, AND AGREED TO COMPLY WITH LIFELINK'S CONFLICT OF INTEREST POLICY. THE ANNUAL CERTIFICATION REQUIRES THE DISCLOSURE OF ANY CONFLICTS OF INTEREST THAT MAY EXIST. THE COMPLIANCE OFFICER AND PRESIDENT REVIEW POTENTIAL CONFLICTS OF INTERESTS AND DETERMINE WHAT ACTION, IF ANY, IS NECESSARY INCLUDING ADDITIONAL REVIEW BY THE EXECUTIVE COMMITTEE OF THE FOUNDATION GOVERNING BOARD. ON AN ONGOING BASIS, CONFLICTS OF INTEREST ARE MONITORED BY LIFELINK FOUNDATION'S INTERNAL CORPORATE COMPLIANCE DEPARTMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE LEGACY FUND OFFICERS AND DIRECTORS IS SET BY LIFELINK FOUNDATION, A RELATED 501(C)(3) ORGANIZATION; THEREFORE, THIS QUESTION HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM INSTRUCTIONS. A SUMMARY OF THE FOUNDATION'S PROCESS FOR DETERMINING COMPENSATION IS BELOW. AN INDEPENDENT COMPENSATION COMMITTEE ACTING ON BEHALF OF THE GOVERNING BOARD IS RESPONSIBLE FOR REVIEWING AND APPROVING THE TOTAL COMPENSATION OF ALL OFFICERS, DIRECTORS, KEY EMPLOYEES, AND ANY RELATED FAMILY MEMBERS AT LEAST ANNUALLY. THIS REVIEW INCLUDES A DETAILED ANALYSIS OF COMPARABLE DATA FROM INDUSTRY SURVEYS, FORM 990S, AND STUDIES FROM A THIRD-PARTY CONSULTANT. AN INDEPENDENT CONSULTING FIRM PREPARES A FULL MARKET STUDY EVERY THREE YEARS. THE MOST RECENT MARKET STUDY WAS COMPLETED IN JUNE 2022. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS AND APPROVES THE COMPENSATION AND BENEFITS PROVIDED TO EACH OFFICER AND KEY EMPLOYEE LISTED ON FORM 990 AND CONDUCTS THE REVIEW AND APPROVAL IN A MANNER DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS IT IS NOT REQUIRED TO BY LAW. FORM 990, PART VI, SECTION B: CORPORATE COMPLIANCE PROGRAM: CORPORATE COMPLIANCE FOR THE LIFELINK LEGACY FUND IS PROVIDED BY LIFELINK FOUNDATION'S CORPORATE COMPLIANCE DEPARTMENT. THE OBJECTIVE OF THE CORPORATE COMPLIANCE DEPARTMENT IS TO PROVIDE GUIDANCE TO ALL EMPLOYEES AS THEY CARRY OUT THEIR DAILY ACTIVITIES WITHIN APPROPRIATE ETHICAL AND LEGAL STANDARDS. CORPORATE COMPLIANCE PROVIDES AN IN-HOUSE COMPLIANCE SERVICE THAT EFFECTIVELY SUPPORTS EACH DIVISION IN THEIR DUTY TO COMPLY WITH RELEVANT LAWS AND INTERNAL PROCEDURES. CORPORATE COMPLIANCE REVIEWS BEST PRACTICES FROM OUTSIDE RESOURCES TO ENSURE POLICIES AND PROCEDURES ARE UPDATED AS NECESSARY. ANNUAL POLICY TRAINING IS PROVIDED TO ALL EMPLOYEES AS IT IS AN IMPORTANT PART OF THEIR PROFESSIONAL DEVELOPMENT AND COMMITMENT TO ACHIEVE THE FOUNDATION'S MISSION. CORPORATE COMPLIANCE ALSO MONITORS THE EMPLOYEE HOTLINE, WHICH ALLOWS EMPLOYEES TO REPORT POTENTIAL COMPLIANCE CONCERNS ANONYMOUSLY. CORPORATE COMPLIANCE INVESTIGATES THE HOTLINE CONCERNS THOROUGHLY AND PROMPTLY. CORPORATE COMPLIANCE IS RESPONSIBLE FOR DEVELOPING AND MAINTAINING AN EFFICIENT AND EFFECTIVE PROGRAM OF INTERNAL AUDITING AND MONITORING TO ENHANCE OUR CAPACITY TO MANAGE RISK, INVESTIGATE EMERGING ISSUES AND TRENDS AND DETECTING DEVIATIONS FROM ESTABLISHED INTERNAL CONTROLS. CORPORATE COMPLIANCE IS ALSO INVOLVED WITH ASSISTING THE INFORMATION SYSTEMS DEPARTMENT WITH LIFELINK CYBER SECURITY STRATEGIES. ETHICAL AND MORAL BEHAVIOR IS EXPECTED FROM ALL EMPLOYEES. THE CORPORATE COMPLIANCE DEPARTMENT EMBODIES DEDICATION TO THE HIGHEST STANDARDS OF ETHICAL BEHAVIOR, EXPRESSED THROUGH CORPORATE CULTURE AND THROUGH ADHERENCE TO THE LAW. LIFELINK IS COMMITTED TO DETECTING AND CORRECTING ANY UNINTENTIONAL OR DELIBERATE CONDUCT THAT IS INCONSISTENT WITH THESE PRINCIPLES. FORM 990, PART XII, LINE 2C: OVERSIGHT OF THE CONSOLIDATED FINANCIAL STATEMENTS IS THE RESPONSIBILITY OF THE FOUNDATION AUDIT COMMITTEE. THE AUDIT COMMITTEE IS COMPOSED OF AT LEAST FOUR INDEPENDENT BOARD MEMBERS WHICH PROVIDES ASSISTANCE TO THE BOARD IN FULFILLING ITS OVERSIGHT RESPONSIBILITIES TO THE USERS OF THE CONSOLIDATED FINANCIAL STATEMENTS. THE AUDIT COMMITTEE'S RESPONSIBILITIES INCLUDE ENSURING THE COMPLETION OF AN ANNUAL FINANCIAL AUDIT, AND SELECTION AND EVALUATION OF THE INDEPENDENT AUDITORS. ON AN ANNUAL BASIS, THE RESULTS OF THE FINANCIAL STATEMENT AUDIT ARE PRESENTED TO THE FULL BOARD. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LIFELINK FOUNDATION INC 9661 DELANEY CREEK BOULEVARD TAMPA FL 33619 592193032 ORGAN AND TISSUE PROCUREMENT AND TRANSPLANTATION FL 501(C)(3) LINE 10 N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 LIFELINK FOUNDATION INC 9661 DELANEY CREEK BOULEVARD TAMPA FL 33619 592193032 X 129825 0 129825 141388285 141518110 1000000 250000 0 0 0