2024-11-15T18:52:26-06:00 2023-12-31 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2023-01-01 237154039 ALCOR LIFE EXTENSION FOUNDATION ALCO 4809051906 7895 EAST ACOMA DRIVE 110 SCOTTSDALE AZ 85260 R MICHAEL PERRY TREASURER 4809051906 2024-11-15 1 1 AMY A O'LOUGHLIN P00869687 6022646835 2024-11-15 2023 2024-10-15 13:58:12Z MARJI KLIMA 7895 EAST ACOMA DRIVE 110 SCOTTSDALE AZ 85260 7171146 0 X WWW.ALCOR.ORG X 1972 CA THE PRESERVATION OF INDIVIDUAL LIVES, TO BE SOUGHT THROUGH MAINTAINING BIOSTASIS, EVENTUALLY TO... THE PRESERVATION OF INDIVIDUAL LIVES, TO BE SOUGHT THROUGH MAINTAINING BIOSTASIS, EVENTUALLY TO RESTORE HEALTH TO PATIENTS IN ALCOR'S CARE AND FUND RESEARCH AND PUBLIC EDUCATION FOR BIOSTASIS. 7 7 22 0 0 17 1596832 3491592 1818401 2089486 23110 145312 366911 2145 3805254 5728535 200000 0 0 0 1289892 1710136 0 29 120824 2198602 2204762 3688494 3914927 116760 1813608 27963585 30564278 19546616 20214784 8416969 10349494 X THE PRESERVATION OF INDIVIDUAL LIVES, TO BE SOUGHT THROUGH THE FOLLOWING PRIORITIZED LIST OF FUNDAMENTALS: MAINTAIN THE CURRENT PATIENTS IN BIOSTASIS, PLACE CURRENT AND FUTURE MEMBERS INTO BIOSTASIS (WHEN AND IF NEEDED), EVENTUALLY RESTORE HEALTH TO ALL PATIENTS IN... THE PRESERVATION OF INDIVIDUAL LIVES, TO BE SOUGHT THROUGH THE FOLLOWING PRIORITIZED LIST OF FUNDAMENTALS: MAINTAIN THE CURRENT PATIENTS IN BIOSTASIS, PLACE CURRENT AND FUTURE MEMBERS INTO BIOSTASIS (WHEN AND IF NEEDED), EVENTUALLY RESTORE HEALTH TO ALL PATIENTS IN ALCOR'S CARE, FUND RESEARCH INTO DEVELOPING MORE COST EFFECTIVE AND RELIABLE MEANS FOR THE ABOVE AND PROVIDE PUBLIC EDUCATION AS A MEANS OF FOSTERING GROWTH TO SUPPORT THE GOALS OF THE ABOVE.FORM 990, PART V, LINE 2A:ALCOR LIFE EXTENSION FOUNDATION HAS NO EMPLOYEES. THE ORGANIZATION LEASES EMPLOYEES FROM EMPLOYERS RESOURCE ON A DIRECT REIMBURSEMENT BASIS. 0 0 2398479 2089486 TO PROMOTE, FOSTER AND CONDUCT BASIC AND APPLIED RESEARCH IN ALL AREAS OF THE LIFE EXTENSION SCIENCES INCLUDING, BUT NOT LIMITED TO, CRYONICS, CRYOBIOLOGY, GERONTOLOGY, MOLECULAR ENGINEERING AND CELL REPAIR TECHNOLOGY.TO ENGAGE IN THE APPLICATION OF WHOLE-BODY CRYONIC SUSPENSION, NEUROPRESERVATION AND OTHER POSTMORTEM AND BIOPRESERVATION TECHNIQUES AND TO PROVIDE THESE SERVICES TO THE GENERAL PUBLIC.TO EDUCATE THE GENERAL PUBLIC ABOUT THE SCIENCE AND PRACTICE OF HUMAN CRYOPRESERVATION AND RELATED TOPICS, INCLUDING REJUVENATION BIOTECHNOLOGIES, MOLECULAR NANOTECHNOLOGY, LIFE EXTENSION, PREVENTATIVE HEALTH, AND RELATED RESEARCH. 2398479 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 40 0 1 22 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X X SEWIT GHERMAY 4809051906 7895 EAST ACOMA DRIVE 110 SCOTTSDALE AZ 852606916 REBECCA LIVELY DIRECTOR 10.00 X 0 0 0 MICHAEL O'NEAL DIRECTOR 10.00 X 0 0 0 MICHAEL SEIDL DIRECTOR 10.00 5.00 X 0 0 0 RALPH MERKLE DIRECTOR 10.00 2.00 X 0 0 0 ANDREW AYMELOGLU DIRECTOR 10.00 5.00 X 0 0 0 JASON HARROW DIRECTOR 10.00 2.00 X 0 0 0 BLAKE HONIOTES DIRECTOR 10.00 X 0 0 0 JAMES ARROWOOD PRESIDENT/CEO 40.00 X 203665 0 18794 R MICHAEL PERRY TREASURER 40.00 X 42000 0 4337 MARJI KLIMA CO-CEO/PRESIDENT 40.00 X 176500 0 15559 LINDA CHAMBERLAIN SECRETARY 40.00 X 54500 0 5403 STEVE GRABER DIRECTOR OF INNOVATION 40.00 X 103500 0 9695 SHELBY CALKINS MEDICAL RESPONSE DIRECTOR 40.00 X 107121 0 13876 SARAH KELLY DIRECTOR OF DEVELOPMENT 40.00 X 103008 0 9465 790294 0 77129 5 0 1 0 SUSPENDED ANIMATION 26439 RANCHO PARKWAY SOUTH SUITE 14 LAKE FOREST CA 92630 CRYOMEDICINE 239846 1 872439 130290 2488863 3491592 CRYOPRESERVATION 541700 2087311 2087311 CONFERENCES 541700 2175 2175 2089486 131836 131836 1454887 1200 1439147 3464 15740 -2264 13476 13476 OTHER INCOME 541900 1846 1846 LEGAL SETTLEMENT 541900 299 299 2145 5728535 2089486 0 147457 X 414787 239410 146428 28949 1035736 597814 365635 72287 84471 48756 29820 5895 58571 33806 20677 4088 116571 67283 41152 8136 97913 97913 51592 51592 36000 36000 29 29 566541 440554 125987 51343 20194 31055 94 85170 33498 51516 156 200329 128883 71446 215894 193848 20856 1190 129838 78261 51577 124948 56498 68450 EQUIPMENT & SUPPLIES 365260 365260 LEASE EXPENSES 132728 9013 123715 PUBLICATIONS 66081 65816 265 TAXES AND LICENSES 31667 13638 18029 49458 5947 43511 3914927 2398479 1395624 120824 1418516 3945393 8756719 7680792 217463 222685 825536 1849479 90397 52684 185878 187134 395010 333494 1601263 0 1349428 1601263 4351445 4197809 1078317 1078317 9294876 9415228 27963585 30564278 2067688 1029450 8579226 8286302 7810758 8074692 1088944 2824340 19546616 20214784 X 5713817 6315436 2703152 4034058 8416969 10349494 27963585 30564278 1813608 118948 -31 0 X 0 0 0 X 2022707 14344987 2687148 1596832 3491592 24143266 2022707 14344987 2687148 1596832 3491592 24143266 13356465 10786801 113337 189453 25484 52707 131836 512817 2441 35935 331302 366911 2145 738734 25394817 6991519 0.42480 0.48150 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 2,441. 2020 AMOUNT: $ 35,935. 2021 AMOUNT: $ 331,302. 2022 AMOUNT: $ 366,911. 2023 AMOUNT: $ 2,145. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36000 36000 3777498 3813498 340675 85169 0 0 369348 398108 334425 340675 1442556 2163834 36000 36000 36000 36000 144000 92337 99527 83606 85169 360639 540959 PART II-A LOBBYING ACTIVITIES: THE ORGANIZATION ENGAGED THE SERVICES OF THE AARONS COMPANY TO WATCH FOR ANY LEGISLATIVE ACTIVITY THAT MAY AFFECT ALCOR AND TO MEET WITH LEGISLATORS TO EDUCATE THEM ABOUT ALCOR'S SCIENTIFIC AND EDUCATIONAL MISSION. 0 1 X 1601263 1601263 1601263 BENEFICIAL INTEREST IN PERPETUAL TRUST 794951 UNDEPOSITED FUNDS 193043 INSURANCE POLICIES 8074692 RIGHT OF USE ASSETS 352542 9415228 SPLIT INTEREST AGREEMENT LIABILITY 794951 RIGHT OF USE LIABILITY 352542 INTERCOMPANY LIABILITIES 1676847 2824340 X PART IV, LINE 2B: THE ORGANIZATION RECORDS THE ALCOR MEMBERS' PREPAYMENT FOR CRYOPRESERVATION IN AN ESCROW ACCOUNT. THE ACCOUNT IS THEN USED AT TIME OF DEATH FOR CRYOPRESERVATION SERVICES AND RECORDED AS PROGRAM REVENUE. PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE ORGANIZATION IS ALSO EXEMPT FROM STATE INCOME TAX. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME ("UBTI") WOULD BE TAXABLE. THE ORGANIZATION EVALUATES THEIR UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF THEIR REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. THE FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR 2022, AND 2021, AND 2020 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. X 0 0 0 0 0 0 0 1 0 JAMES ARROWOOD PRESIDENT/CEO 153665 0 50000 0 0 0 12515 0 6279 0 222459 0 0 0 MARJI KLIMA CO-CEO/PRESIDENT 156500 0 20000 0 0 0 14120 0 1439 0 192059 0 0 0 PART I, LINE 7 BONUSES WERE PAID TO EMPLOYEES BASED ON MEETING ORGANIZATIONAL GOALS AND WERE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY AND HAS AGREED TO COMPLY WITH THE POLICY. IF A CONFLICT EXISTS THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER ALCOR CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN ALCOR'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS OF THE ORGANIZATION REVIEWED AND APPROVED THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. LAST REVIEWED DECEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 6: THE ORGANIZATION HAS NO MEMBERS AS DEFINED BY THE INTERNAL REVENUE CODE. THE ORANIZATION OFFERS SERVICES THROUGH CLASSES OF NONVOTING MEMBERS AS FOLLOWS: SUSPENSION MEMBERSHIP, ALSO KNOWN AS CRYOPRESERVATION MEMBERSHIP, WHICH SHALL REQUIRE THAT AN INDIVIDUAL MAKE ALL NECESSARY LEGAL AND FINANCIAL PROVISIONS REQUIRED BY THE CORPORATION AND BY LAW TO PREPARE FOR POSTMORTEM PRESERVATION BY CRYONIC SUSPENSION, NEUROPRESERVATION OR OTHER TECHNIQUES (HEREINAFTER REFERRED TO AS "SUSPENSION"), TO BE CARRIED OUT BY THE CORPORATION AT THE TIME OF THE SUSPENSION MEMBER'S LEGAL DEATH. ASSOCIATE MEMBERSHIP SHALL REQUIRE PAYMENT OF AN ANNUAL SERVICE FEE AND WILL ENTITLE THE INDIVIDUAL TO RECEIVE PERIODICALS, PUBLICATIONS, SCIENTIFIC REPORTS AND OTHER LITERATURE OFFERED BY THE CORPORATION TO THE GENERAL PUBLIC. ASSOCIATE MEMBERSHIP SHALL ALSO ALLOW THE MEMBER THE RIGHT TO ATTEND CORPORATION MEMBERSHIP MEETINGS AND SELECTED SOCIAL FUNCTIONS. FORM 990, PART IX, LINE 11G OTHER SERVICES: PROGRAM SERVICE EXPENSES 440,554. MANAGEMENT AND GENERAL EXPENSES 125,987. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 566,541. ALCOR ENDOWMENT TRUST SUPPORTING ORGANIZATION 7895 EAST ACOMA DRIVE 110 SCOTTSDALE AZ 852606916 326313396 SUPPORT AZ 501(C)(3) LINE 12B, II ALCOR LIFE EXTENSION FOUNDATION 0 ALCOR CARE TRUST SUPPORTING ORGANIZATION 7895 EAST ACOMA DRIVE 110 SCOTTSDALE AZ 852606916 326428275 SUPPORT AZ 501(C)(3) LINE 12B, II ALCOR LIFE EXTENSION FOUNDATION 0 CRYONICS PROPERTY 7895 E ACOMA DRIVE 110 SCOTTSDALE AZ 852606916 860740606 RENTAL AZ N/A UNRELATED 0 0 0.95650 1 1 1 0 0 0 0 0 0 1 1 1 1 1 1 0 0 0 0 CRYONICS PROPERTY LLC K FMV