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 592193032 LIFELINK FOUNDATION INC 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 202757399 0 X WWW.LIFELINKFOUNDATION.ORG X 1982 FL ORGAN AND TISSUE PROCUREMENT AND TRANSPLANTATION 18 12 751 300 169095 34861 0 0 148959426 152642230 11757088 4339542 181330 169095 160897844 157150867 172341 175239 0 0 68868797 73096294 0 0 0 57629060 68246577 126670198 141518110 34227646 15632757 242859727 269289075 37282190 39756078 205577537 229532997 X TO HONOR DONORS AND SAVE LIVES THROUGH ORGAN AND TISSUE DONATION. (EXPANDED MISSION ON SCHEDULE O) 0 0 75061412 175239 87802762 LIFELINK FOUNDATION ORGAN PROCUREMENT ORGANIZATIONS: LIFELINK OF FLORIDA, LIFELINK OF GEORGIA, AND LIFELINK OF PUERTO RICO PARTNER WITH HOSPITALS TO PROVIDE RESOURCES AND COMFORT TO FAMILIES THROUGH THE PROCESS OF ORGAN DONATION IN 15 FLORIDA COUNTIES, THE STATE OF GEORGIA AND TWO COUNTIES IN SOUTH CAROLINA, AND THE COMMONWEALTH OF PUERTO RICO AND US VIRGIN ISLANDS, RESPECTIVELY. THEY CARRY OUT THE DECISIONS OF REGISTERED DONORS AND THOSE FAMILIES WHO SAID "YES" TO DONATION AND HONOR THE LIFE OF EACH DONOR BY PROVIDING ORGANS FOR TRANSPLANT TO AS MANY PATIENTS AS POSSIBLE. (CONTINUED ON SCHEDULE O)THE ACT OF ORGAN DONATION GIVES PATIENTS WITH CRITICAL CONDITIONS A SECOND CHANCE AT LIFE. ONE ORGAN DONOR CAN SAVE 8 LIVES. THANKS TO A DONOR HERO'S LIFESAVING GIFTS, MANY TRANSPLANT RECIPIENTS GO ON TO LEAD NORMAL, ACTIVE AND PRODUCTIVE LIVES. THANKS TO THE GENEROSITY OF ORGAN DONORS AND THEIR FAMILIES, LIFELINK OF FLORIDA, LIFELINK OF GEORGIA AND LIFELINK OF PUERTO RICO FACILITATED 2,597 LIFE-SAVING ORGAN TRANSPLANTS DURING THE 2022-2023 FISCAL YEAR. EACH LIFELINK OPO CONTRIBUTED TO THESE EFFORTS, WITH LIFELINK OF FLORIDA FACILITATING RECOVERY OF 345 DONORS, LEADING TO 922 ORGANS TRANSPLANTED, A 10% INCREASE OVER LAST YEAR. LIFELINK OF GEORGIA TRANSPLANTED 1,454 ORGANS FROM THE RECOVERY OF 478 DONORS, REPRESENTING AN ALMOST 24% INCREASE IN ORGAN DONORS AND A 39% INCREASE IN ORGANS TRANSPLANTED. LIFELINK OF PUERTO RICO RECOVERED 221 ORGANS TRANSPLANTED FROM 94 DONORS, A 5% INCREASE IN DONORS OVER THE PREVIOUS YEAR. INCREASES IN DONATION ARE THE RESULT OF INTERNAL COLLABORATION, AS WELL AS COLLABORATION WITH PARTNER HOSPITALS AND THE COMMUNITY, IMPLEMENTATION AND EVALUATION OF PROCESS IMPROVEMENT, STAFF COMMITMENT TO EXCELLENCE, AND MOST OF ALL, DONOR FAMILY SUPPORT AND THE FORETHOUGHT OF INDIVIDUALS WHO CHOSE TO JOIN THEIR RESPECTIVE STATE DONOR REGISTRIES. THE LIFELINK ORGAN RECOVERY CENTER (ORC) AT PIEDMONT ATLANTA HOSPITAL FINISHED ITS SECOND YEAR AS A DEDICATED SPACE STAFFED WITH MEDICAL PROFESSIONALS SPECIALIZED IN FACILITATION OF THE ORGAN RECOVERY PROCESS. ONE OF ONLY A FEW SUCH FACILITIES IN THE NATION, THE ORC IS INTENDED TO ENHANCE THE LIFESAVING GIFTS PROVIDED BY GENEROUS ORGAN DONORS THROUGH EXPERT CLINICAL MANAGEMENT, WHILE CONTINUING TO SUPPORT DONOR FAMILIES THROUGH THE DONATION PROCESS WITH COMPASSIONATE, PERSONALIZED CARE. DURING THE 2022-2023 FISCAL YEAR, THERE WERE 923 ORGANS TRANSPLANTED FROM 253 DONORS RESULTING IN AN AVERAGE OF 3.65 ORGANS TRANSPLANTED PER DONOR. A SIMILAR CONCEPT OF DEDICATED SPACE WAS IMPLEMENTED AT AUXILIO MUTUO IN PUERTO RICO, WITH AN ADDITIONAL SPACE BEING CONCEPTUALIZED FOR LIFELINK OF FLORIDA. PARTNERSHIP WITH HOSPITALS DOES NOT END WITH ENGAGEMENT IN CLINICAL DONOR MANAGEMENT AND ORGAN RECOVERY. LIFELINK OPOS ALSO WORKED WITH APPROXIMATELY 200 LOCAL HOSPITALS THROUGHOUT THE FOUNDATION SERVICE AREA TO CREATE A DONATION FRIENDLY COMMUNITY WITHIN HOSPITALS AND THE AREAS WE BOTH SERVE. THIS RESULTED IN NATIONAL RECOGNITION FOR INCREASING ORGAN, EYE, AND TISSUE DONOR REGISTRATIONS THROUGH THE WORKPLACE PARTNERSHIP FOR LIFE (WPFL) HOSPITAL ORGAN DONATION CAMPAIGN. LIFELINK RECRUITED AND PARTNERED WITH HOSPITALS BETWEEN OCTOBER 2022 AND APRIL 2023 TO PLAN AND CONDUCT ORGAN DONATION EDUCATION AND DONOR REGISTRATION ACTIVITIES. 48671129 54745076 LIFELINK TISSUE BANK: LIFELINK TISSUE BANK IS A DEDICATED STEWARD OF THE LEGACY ENTRUSTED TO US BY TISSUE DONORS AND THEIR FAMILIES. WE HONOR EACH TISSUE DONOR BY SAFELY PROVIDING AN ENHANCED QUALITY OF LIFE TO AS MANY PEOPLE AS POSSIBLE THROUGH TISSUE TRANSPLANTATION AND INNOVATIVE RESEARCH TO IMPROVE PATIENT CARE. (CONTINUED ON SCHEDULE O) GENEROUS TISSUE DONORS MADE POSSIBLE MORE THAN 72,000 MUSCULOSKELETAL TISSUE GRAFTS TO ENHANCE THE LIVES OF PATIENTS IN NEED OF TISSUE TRANSPLANTATION. ADDITIONALLY, THROUGH BIRTH TISSUE DONATION, THE ONLY DONATION LIFELINK FACILITATES FROM LIVING DONORS, NEARLY 101,500 GRAFTS WERE MADE AVAILABLE TO HELP PATIENTS RECOVER FROM DIFFICULT-TO-HEAL WOUNDS, DIABETIC ULCERS AND DURING IN OTHER LIFE ENHANCING SURGICAL PROCEDURES.TISSUES RECOVERED BY LIFELINK TISSUE BANK: SKIN: PRIMARILY USED TO ASSIST IN THE HEALING OF BURN PATIENTS BONE: USED FOR A VARIETY OF ORTHOPEDIC AND SPINAL PROCEDURES TENDONS: OFTEN USED ON SPORTS-RELATED INJURIES VALVES: USED COMMONLY IN HEART VALVE REPLACEMENT SURGERIES BIRTH TISSUE: PLACENTAL TISSUE DONATED BY NEW MOTHERS AFTER THE BIRTH OF THEIR BABY AND THE ONLY TISSUE RECOVERED AND PROCESSED BY LIFELINK TISSUE BANK FROM A LIVING DONOR, IS UTILIZED AS A WOUND COVERING. TISSUES PROCESSED AND DISTRIBUTED BY LIFELINK TISSUE BANK: SPINAL GRAFTS: DESIGNED TO PROMOTE FUSION AND HELP PATIENTS WHO SUFFER FROM SEVERE AND/OR CHRONIC PAIN TO LEAD NORMAL LIVES. SPORTS GRAFTS: USED IN JOINT RESTORATION PROCEDURES TO HELP RESTORE MOVEMENT TO PATIENTS SUFFERING FROM PAIN AND DISCOMFORT THAT PREVENTS THEM FROM ENJOYING ACTIVE LIFESTYLES. GENERAL ORTHOPEDIC GRAFTS: HELP TO PROMOTE BONE FORMATION, OPTIMIZE HEALING AND ACCELERATE A PATIENT'S RETURN TO NORMAL FUNCTION. FRESH AMNIOTIC BIRTH TISSUE TO TREAT DIABETIC FOOT ULCERS AND OTHER DIFFICULT TO CLOSE WOUNDS. 8773668 10094392 LIFELINK TRANSPLANTATION IMMUNOLOGY LABORATORY: LIFELINK TRANSPLANTATION IMMUNOLOGY LABORATORY BRINGS THE LEGACY ESTABLISHED BY ORGAN DONORS AND THEIR FAMILIES TO LIFE BY SERVING AS THE MATCHMAKER BETWEEN ORGAN DONORS AND POTENTIAL TRANSPLANT RECIPIENTS. WE CONTINUE TO HONOR DONORS BY ENSURING THE LONGEVITY OF RENEWED LIFE WITH DILIGENT POST-TRANSPLANT MONITORING AND INNOVATIVE RESEARCH TO IMPROVE PATIENT CARE. (CONTINUED ON SCHEDULE O)DURING THE 2022-2023 FISCAL YEAR, THE LIFELINK TRANSPLANTATION IMMUNOLOGY LABORATORY FACILITATED 931 LIFESAVING TRANSPLANTS FOR SIX TRANSPLANT CENTERS SERVED. THEY ALSO EVALUATED 554 LIVING DONORS AND 873 DECEASED DONORS AND CONDUCTED 41,425 TRANSPLANT RELATED TESTS. IN ADDITION, THE LIFELINK TRANSPLANTATION IMMUNOLOGY LABORATORY IMPLEMENTED HLA TYPING BY NEXT-GENERATION SEQUENCING (NGS) TO BETTER ASSESS THE COMPATIBILITY OF A DONOR AND A POTENTIAL RECIPIENT. RESEARCH AND DEVELOPMENT: THE PRIMARY GOAL OF LIFELINK IS TO RECOVER LIFESAVING ORGANS AND TISSUES FOR TRANSPLANTATION. HOWEVER, THERE ARE INSTANCES WHEN THOSE ORGANS AND/OR TISSUES ARE UNABLE TO BE TRANSPLANTED, IN WHICH CASE THEY CAN STILL BE DIRECTED TO HELP OTHERS IN NEED THROUGH RESEARCH INITIATIVES. RESEARCH AND DEVELOPMENT AIDS LIFELINK EFFORTS TO MAXIMIZE ALL GIFTS OF DONATION WITH A SHARED GOAL TO BENEFIT DONATION AND TRANSPLANTATION OUTCOMES THROUGH SCIENTIFIC ENDEAVORS. PUBLIC EDUCATION: PUBLIC AND PROFESSIONAL EDUCATION IN GEORGIA, FLORIDA, AND PUERTO RICO: THE PUBLIC AFFAIRS AND MULTICULTURAL DONATION EDUCATION PROGRAM TEAMS WORK TO PROVIDE DONATION EDUCATION AND INCREASE DONOR REGISTRATION ACROSS VARIOUS AUDIENCES INCLUDING DRIVER LICENSE ISSUING OFFICES, HOSPITALS, YOUTH, FAITH, AND MINORITY COMMUNITIES. LIFELINK UTILIZES VOLUNTEERS THROUGHOUT OUR SERVICE AREAS TO SHARE DONATION AND TRANSPLANT STORIES WHILE ENCOURAGING INDIVIDUALS TO MAKE A LIFESAVING DECISION BY REGISTERING TO BE AN ORGAN AND TISSUE DONOR. THROUGH THIS OUTREACH AND EDUCATION, MORE THAN 913,559 INDIVIDUALS IN FLORIDA, GEORGIA, AND PUERTO RICO REGISTERED AS ORGAN AND TISSUE DONORS DURING THE 2022-2023 FISCAL YEAR. 132506209 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 1 X 352 0 1 751 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 FL GA X X PATRICK BRISLEY CFO 8138044460 9661 DELANEY CREEK BOULEVARD TAMPA FL 33619 JEAN AIKEN DAVIS CHAIR/PRESIDENT & CEO 40.00 2.00 X X 641169 0 66182 VICTOR BOWERS MD VICE CHAIR 40.00 2.00 X 233726 0 51291 THOMAS PEARSON MD DIRECTOR, MEDICAL DIRECTOR LLGA 20.00 2.00 X 81588 0 28840 MARTY SELLERS MD DIRECTOR, FORMER ASSOC MEDICAL DIR 20.00 0.00 X 15301 0 20128 JOEL VAN SICKLER MD DIRECTOR 20.00 2.00 X 52685 0 26276 ESTHER TORRES DIRECTOR 20.00 0.00 X 76239 0 27868 HAL MULLIS DIRECTOR 2.00 0.00 X 2250 0 0 JEFFREY SEAVEY DIRECTOR 2.00 0.00 X 1500 0 0 J DAVID VEGA DIRECTOR 2.00 0.00 X 1500 0 0 DEBORAH WINEGARD DIRECTOR 2.00 0.00 X 2250 0 0 JAMES WYNN DIRECTOR 2.00 0.00 X 1500 0 0 WILLIAM CLEVELAND MD DIRECTOR 2.00 0.00 X 1500 0 0 DARA SIMON CPA DIRECTOR 2.00 0.00 X 1500 0 0 CHRISTINA KLEIN MD DIRECTOR 2.00 0.00 X 750 0 0 BENJAMIN JAMES BA DIRECTOR 2.00 0.00 X 1500 0 0 ARNALDO MIGNUCCI DIRECTOR 2.00 0.00 X 1500 0 0 SHANNON HOLTHAUS DIRECTOR 2.00 0.00 X 750 0 0 LARRY JONES DIRECTOR 2.00 2.00 X 1500 0 0 JEROME LIENHARD DIRECTOR (THRU 1/7/23) 2.00 0.00 X 750 0 0 STEPHANIE HERNANDEZCEO 9123 TREASURER & COO/CFO (NON-VOTING) 40.00 2.00 X 378805 0 148382 PATRICK BRISLEY AS OF 52223 TREASURER & CFO (NON-VOTING) 40.00 2.00 X 0 0 0 THERESA DALY EXEC DIR, OPO OPERATIONS 40.00 0.00 X 196926 0 41731 SUSAN RABEL VP EXEC DIRECTOR 40.00 0.00 X 231212 0 48310 ELIZABETH M LEHR THRU 822 SR VP, EXEC DIRECTOR LLFL-OPO 40.00 0.00 X 764899 0 39689 KATHERINE PAYNE EXEC DIRECTOR LLGA 40.00 0.00 X 226169 0 48694 GUILLERMINA SANCHEZ EXEC DIRECTOR LLPR 40.00 0.00 X 167223 0 39016 MICHAEL CONSILVIO EXEC DIRECTOR GENERAL MGR 40.00 0.00 X 356467 0 64604 JOHN LUNZ EXEC DIRECTOR IMMUNOLOGY LAB 40.00 0.00 X 315018 0 61057 TIMOTHY IGNATIUS VP SALES AND MARKETING 40.00 0.00 X 263535 0 39366 RUTH BELL SR VP PUBLIC AFFAIRS 40.00 0.00 X 230452 0 35726 MARK P STRONG SR VP, ASSOC. EXEC DIRECTOR 40.00 0.00 X 274203 0 56391 BRAD BASSLER VP OPS, ASSOC. EXEC DIRECTOR 40.00 0.00 X 245600 0 54052 CATHY MASESSA SR VP HUMAN RESOURCES 40.00 0.00 X 237903 0 51455 KATHLEEN T LILLY THRU 5322 FORMER EXEC VP OPO(SEE SCH J PT.III) 40.00 0.00 X 1023077 0 42843 6030947 0 991901 130 1 1 0 AMERICAN FOUNDATION FOR DONATION & TRANS 8154 FOREST HILL AVE STE 3 RICHMOND VA 23235 KIDNEY PROCUREMENT 17032238 LIFE GIVING RESOURCE INC 1961 N 500 EAST OREM UT 84097 TEMPORARY LABOR 2659971 EUROFINS DONOR & PRODUCT TESTING 6933 S REVERE PKWY CENTENNIAL CO 80112 LAB TESTING 2008795 PHYSICIANS AIR TRANSPORT LLC 114 LOTUS PLACE HOT SPRINGS AR 71901 TRANSPORTATION SERVICES 966100 AIRSPACE TECHNOLOGIES INC 5909 SEA OTTER PLACE CARLSBAD CA 92010 TRANSPORTATION SERVICES 918452 41 ORGAN PLACEMENT 621991 87802762 87802762 TISSUE PLACEMENT 621991 54745076 54745076 IMMUNOLOGY LAB 621500 10094392 10094392 152642230 7552893 7552893 42393181 45594826 11706 -3201645 -11706 -3213351 -3213351 ALLOGRAFT WAREHOUSING SERVICES 621991 169095 169095 169095 157150867 152642230 169095 4339542 X 175239 175239 4114954 2912315 1202639 585998 306486 279512 47802614 44824921 2977693 4238393 3972637 265756 12548985 11764140 784845 3805350 3514648 290702 289558 16699 272859 113350 113350 129825 129825 266021 266021 34489987 34350028 139959 1163704 1163704 4654750 4535611 119139 1933182 1678536 254646 3351814 2550663 801151 3089826 2916032 173794 290212 286553 3659 32766 32766 3081765 3068354 13411 1021066 1021066 MEDICAL SUPPLIES 14265735 14265735 SETTLEMENT 31699 31699 DONATED PROPERTY EXPENS 28998 28998 UBI TAX 12319 12319 141518110 132506209 9011901 0 14611017 16740262 24889423 21758765 21207555 20561919 513266 657891 67763170 39298448 30697398 28464722 150014995 177984165 242739 242739 683334 2878612 242859727 269289075 35962796 37166468 1319394 707272 0 1882338 37282190 39756078 X 204852540 228808000 724997 724997 205577537 229532997 242859727 269289075 X 15632757 8756255 -433552 X X 0 1 X 1 0 X 50362 50362 120771281 126186831 147056983 148959426 152642230 695616751 120821643 126186831 147056983 148959426 152642230 695667113 0 0 0 695667113 2687963 2931466 3286494 7827239 7552893 24286055 19733 28398 38842 27540 114513 2687963 2951199 3314892 7866081 7580433 24400568 123509606 129138030 150371875 156825507 160222663 720067681 0.96610 0.97200 0.03390 0.02800 X X 129825 129825 129825 129825 141388285 141784836 141518110 141914661 1000000 1000000 250000 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 5182449 5182449 48453229 28599757 19853472 12781141 9416806 3364335 1346351 1281885 64466 28464722 LEASE LIABILITIES 1882338 1882338 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. MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES SALE OF TISSUE 1076 NORTH AMERICA 0 0 PROGRAM SERVICES SALE OF TISSUE 4643 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SALE OF TISSUE 22191 EUROPE 0 0 PROGRAM SERVICES SALE OF TISSUE 252 EAST ASIA AND THE PACIFIC 0 0 BUSINESS INVESTMENT N/A 242739 0 0 0 0 0 0 270901 0 270901 0 0 1 0 0 1 PART III ACCOUNTING METHOD: PART I, LINE 3: TISSUE IS SOLD TO TISSUE BANKS AND HEALTH CARE PROVIDERS IN BARBADOS, CANADA, COSTA RICA, DOMINICAN REPUBLIC, ECUADOR, GERMANY, GUAM, KINGDOM OF SAUDI ARABIA, NEW ZEALAND, PERU, SOUTH KOREA, SWITZERLAND, TAIWAN, AND THE UNITED KINGDOM. ASIDE FROM COMMISSIONS PAID FOR TISSUE PLACEMENT TO DISTRIBUTORS IN CANADA AND SOME SMALL EXPENSES TO SUPPORT ACTIVITY IN THE KINGDOM OF SAUDI ARABIA, SOUTH KOREA, TAIWAN, AND THE UNITED KINGDOM, THERE ARE NO EXPENDITURES RELATED TO THE SALE OF TISSUE IN THESE REGIONS. SEE THE FOUNDATION'S PROGRAM SERVICE ACCOMPLISHMENTS ON FORM 990, PART III, LINE 4B. SCHEDULE F, PART I, LINE 3: EFFECTIVE JANUARY 9, 2018, LIFELINK INVESTED IN AN OFFSHORE COMPANY (HCT REGENERATIVE CO., LTD.) BASED IN TAIWAN. LIFELINK PAID $242,739 FOR 581,824 SHARES OF COMMON STOCK IN HCT REGENERATIVE CO., LTD. (HCT). IN CONJUNCTION WITH THE INVESTMENT, LIFELINK ENTERED INTO A COLLABORATION AND SUPPLY AGREEMENT WHEREBY LIFELINK IS ENGAGED TO PROCURE AND PROVIDE TO HCT CERTAIN BONE AND TISSUE FOR HCT'S USE IN ITS OPERATIONS. IN CONSIDERATION OF THE SUPPORTS PROVIDED BY LIFELINK, HCT WILL PAY TO LIFELINK A ROYALTY BASED ON ANNUAL NET SALES OF CERTAIN ALLOGRAFTS BY HCT FOR THE PRECEDING CALENDAR YEAR. AS OF JUNE 30, 2023, NO ROYALTIES HAVE BEEN RECEIVED. 1 DONATE LIFE AMERICA 701 E BYRD ST 16TH FL RICHMOND VA 23219 541626038 501(C)(3) 20200 0 N/A N/A EDUCATIONAL & PROGRAM GRANT ASSOCIATION OF MULTICUTURAL AFFAIRS IN TRANSPLANTATION - AMAT 10825 MIDLOTHIAN TURNPIKE STE 201 RICHMOND VA 23235 300868548 501(C)(3) 7500 0 N/A N/A PROGRAM GRANT TAMPA HILLSBOROUGH ECONOMIC DEVELOPMENT CORPORATION 101 E KENNEDY BLVD STE 1750 TAMPA FL 33602 271010441 501(C)(3) 10000 0 N/A N/A PROGRAM GRANT LIFELINK LEGACY FUND 9661 DELANEY CREEK BLVD TAMPA FL 33619 593040982 501(C)(3) 107531 0 N/A N/A PROGRAM GRANT 4 0 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. X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 KATHLEEN T LILLY THRU 5322 FORMER EXEC VP OPO(SEE SCH J PT.III) 114115 0 0 0 908962 0 21595 0 21248 0 1065920 0 724933 0 ELIZABETH M LEHR THRU 822 SR VP, EXEC DIRECTOR LLFL-OPO 168387 0 43305 0 553207 0 19431 0 20258 0 804588 0 411991 0 JEAN AIKEN DAVIS CHAIR/PRESIDENT & CEO 525694 0 102898 0 12577 0 44398 0 21784 0 707351 0 0 0 STEPHANIE HERNANDEZCEO 9123 TREASURER & COO/CFO (NON-VOTING) 327225 0 45000 0 6580 0 127526 0 20856 0 527187 0 0 0 MICHAEL CONSILVIO EXEC DIRECTOR GENERAL MGR 317130 0 32661 0 6676 0 44398 0 20206 0 421071 0 0 0 JOHN LUNZ EXEC DIRECTOR IMMUNOLOGY LAB 278209 0 30000 0 6809 0 40151 0 20906 0 376075 0 0 0 MARK P STRONG SR VP, ASSOC. EXEC DIRECTOR 244022 0 26000 0 4181 0 34971 0 21420 0 330594 0 0 0 TIMOTHY IGNATIUS VP SALES AND MARKETING 162091 0 16350 0 85094 0 17643 0 21723 0 302901 0 0 0 BRAD BASSLER VP OPS, ASSOC. EXEC DIRECTOR 214300 0 26000 0 5300 0 30150 0 23902 0 299652 0 0 0 CATHY MASESSA SR VP HUMAN RESOURCES 199922 0 37613 0 368 0 27597 0 23858 0 289358 0 0 0 VICTOR BOWERS MD VICE CHAIR 224463 0 8000 0 1263 0 29057 0 22234 0 285017 0 0 0 SUSAN RABEL VP EXEC DIRECTOR 204844 0 23306 0 3062 0 28026 0 20284 0 279522 0 0 0 KATHERINE PAYNE EXEC DIRECTOR LLGA 214099 0 12000 0 70 0 28434 0 20260 0 274863 0 0 0 RUTH BELL SR VP PUBLIC AFFAIRS 102922 0 30000 0 97530 0 13083 0 22643 0 266178 0 0 0 THERESA DALY EXEC DIR, OPO OPERATIONS 196427 0 250 0 249 0 21476 0 20255 0 238657 0 0 0 GUILLERMINA SANCHEZ EXEC DIRECTOR LLPR 153375 0 12000 0 1848 0 18888 0 20128 0 206239 0 0 0 PART I, LINE 1A THE FOUNDATION'S BENEFIT PROGRAM PERMITS A NOMINAL FITNESS MEMBERSHIP REIMBURSEMENT AS A STANDARD BENEFIT TO ALL EMPLOYEES OF THE ORGANIZATION, INCLUDING OFFICERS AND KEY EMPLOYEES. THESE MEMBERSHIPS ARE INCLUDED IN TAXABLE INCOME. PART I, LINE 4B THE FOUNDATION 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 AS FOLLOWS: STEPHANIE HERNANDEZ, $83,924 KATHLEEN LILLY, $28,174 ELIZABETH M. LEHR, $12,075 INCLUDED IN OTHER REPORTABLE COMPENSATION FOR KATHY LILLY, FORMER EXECUTIVE VP OF OPO OPERATIONS AND ELIZABETH LEHR, FORMER SR VP EXECUTIVE DIRECTOR OF LIFELINK OF FLORIDA, ARE SERP BENEFIT DISTRIBUTIONS OF $753,106 AND $424,066, RESPECTIVELY. THE BENEFIT WAS EARNED BY EACH OVER THE COURSE OF 24+ YEARS OF EMPLOYMENT AND WAS AT RISK DURING THAT TIME. THE ANNUAL SERP CONTRIBUTIONS WERE REGULARLY REVIEWED AND APPROVED BY INDEPENDENT MEMBERS OF THE BOARD OF GOVERNORS WHO MAKE UP THE ORGANIZATION'S COMPENSATION COMMITTEE. OTHER THAN A SMALL AMOUNT OF CONTRIBUTIONS EARNED DURING CALENDAR 2022, THE ANNUAL SERP CONTRIBUTIONS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR FORM 990S. SEE PART II, COLUMN (F) FOR TOTAL PRIOR YEAR CONTRIBUTIONS. AS OF JUNE 30, 2023, STEPHANIE HERNANDEZ, COO/CFO (CURRENT CEO), IS THE SOLE PARTICIPANT OF THE PLAN. PART I, LINE 7 LIFELINK POLICIES PERMIT THE PAYMENT OF DISCRETIONARY ANNUAL BONUSES TO ALL STAFF. BONUSES ARE PART OF THE OVERALL COMPENSATION RECEIVED BY AN EMPLOYEE AND AS SUCH THE ORGANIZATIONAL BONUS POOL AS WELL AS THE BONUS AND TOTAL COMPENSATION OF THE CEO AND ALL DISQUALIFIED INDIVIDUALS ARE REVIEWED AND APPROVED FOR REASONABLENESS BY THE INDEPENDENT COMPENSATION COMMITTEE IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. BRAD T BASSLER SON-IN-LAW OF BOARD MEMBER 306486 COMPENSATION FOR EMPLOYMENT WHICH IS REVIEWED FOR REASONABLENESS BY THE INDEPENDENT COMPENSATION COMMITTEE IN A MANNER THAT QUALIFIES FOR REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. SEE SCHEDULE O DISCLOSURE IN RESPONSE TO FORM 990, PART VI, SECTION B, LINE 15. 0 ART HEINRICHS BROTHER OF FORMER BOARD MEMBER 279512 COMPENSATION FOR EMPLOYMENT WHICH IS REVIEWED FOR REASONABLENESS BY THE INDEPENDENT COMPENSATION COMMITTEE IN A MANNER THAT QUALIFIES FOR REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. SEE SCHEDULE O DISCLOSURE IN RESPONSE TO FORM 990, PART VI, SECTION B, LINE 15. 0 HAROLD W MULLIS BOARD MEMBER IS A PARTNER IN A LAW FIRM UTILIZED BY THE FOUNDATION 151509 ATTORNEY FEES 0 FORM 990, PART III: MESSAGE FROM THE PRESIDENT/CEO LIFELINK IS PROFOUNDLY MOVED AND DEEPLY HONORED TO CARRY OUT THE SELFLESS DECISIONS MADE BY EVERY DONOR HERO AND THEIR FAMILY, WHO HAVE CHOSEN TO GIVE THE EXTRAORDINARY GIFT OF LIFE. WE ARE HUMBLED BY THE TRUST PLACED IN US TO PROVIDE SOLACE AND UNWAVERING SUPPORT TO DONOR FAMILIES, AND TO FACILITATE THE REMARKABLE, LIFE-TRANSFORMING JOURNEY OF ORGAN, EYE, AND TISSUE DONATION TO THOSE PATIENTLY WAITING. WE PARTNER WITH DEDICATED TEAMS OF HOSPITAL STAFF, VISIONARY LEADERS, SUPPORTIVE MEDICAL EXAMINERS, CORONERS, AND FUNERAL HOME STAFF, AND CUTTING-EDGE TRANSPLANT CENTERS, AS WELL AS OUR GENEROUS COMMUNITIES. TOGETHER, WE ARE CONNECTED BY A SHARED PURPOSE TO SAVE AND ENHANCE LIVES THROUGH THE INVALUABLE GIFT OF DONATION WITH UNWAVERING COMMITMENT TO EXCELLENCE. OUR TIRELESS, COLLECTIVE EFFORTS UNDERSCORE OUR SINCERE DESIRE TO MAKE A MEANINGFUL IMPACT. IN THE PAST YEAR ALONE, LIFELINK HAS HAD THE HONOR OF FACILITATING 2,597 LIFE-SAVING ORGAN TRANSPLANTS AND 175,673 LIFE-ENHANCING TISSUE ALLOGRAFTS FOR TRANSPLANT, EACH ONE A TESTAMENT TO THE BOUNDLESS GENEROSITY OF DONORS AND THEIR FAMILIES. ADDITIONALLY, WE'VE PROVIDED COMPASSIONATE SUPPORT TO OVER 2,500 DONOR FAMILIES AND CONDUCTED IMMUNOLOGICAL TESTING FOR 3,694 PATIENT EVALUATIONS. WE EXTEND OUR HEARTFELT GRATITUDE TO EVERY DONOR HERO AND THEIR FAMILIES, FOR THEIR COURAGEOUS SPIRIT AND BOUNDLESS GENEROSITY, WHOSE CHOICES LIGHT THE PATH OF HOPE FOR PATIENTS IN END-STAGE ORGAN FAILURE AS WELL AS THOSE WHO CAN EXPERIENCE IMPROVED QUALITY OF LIFE THANKS TO DONATED TISSUE. THROUGH THESE DECISIONS, NEW RECORDS FOR THE NUMBER OF DONOR HEROES AND ORGANS TRANSPLANTED IN FLORIDA AND GEORGIA HAVE BEEN ACHIEVED AND LIFESAVING GIFTS RECOVERED IN PUERTO RICO INCREASED. THEIR LEGACY OF KINDNESS AND LOVE SHINES BRIGHTLY. WE SHARE OUR SUCCESSES WITH PRIDE, WHILE NEVER LOSING SIGHT OF OUR MISSION: TO HONOR DONORS AND SAVE LIVES THROUGH ORGAN AND TISSUE DONATION. TOGETHER, WE CONTINUE THE JOURNEY OF GIVING, ENSURING THAT THE LEGACY OF KINDNESS AND THE GIFT OF LIFE ENDURE, NOW AND ALWAYS. STEPHANIE HERNANDEZ CURRENT PRESIDENT/CEO LIFELINK FOUNDATION FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: LIFELINK FOUNDATION WAS ESTABLISHED MORE THAN 40 YEARS AGO WITH A MISSION TO HONOR THE LIVES OF ORGAN AND TISSUE DONORS BY PROVIDING RENEWED HOPE TO AS MANY PEOPLE AS POSSIBLE THROUGH ORGAN AND TISSUE TRANSPLANTATION. OUR ORGAN PROCUREMENT ORGANIZATIONS, LIFELINK OF FLORIDA, LIFELINK OF GEORGIA, AND LIFELINK OF PUERTO RICO, SUPPORT, AND GUIDE FAMILIES THROUGH THE DONATION PROCESS AS THEY ESTABLISH THEIR LOVED ONE'S LEGACY THROUGH ORGAN DONATION. THE COLLABORATIVE EFFORTS OF THE LIFELINK OPOS, TOGETHER WITH THOSE OF LIFELINK TISSUE BANK AND LIFELINK TRANSPLANTATION IMMUNOLOGY LABORATORY, GIVE HOPE TO THE MORE THAN 100,000 PATIENTS WAITING FOR A LIFESAVING ORGAN TRANSPLANT, AND TENS OF THOUSANDS MORE WHO COULD BENEFIT FROM TISSUE TRANSPLANTATION. LIFELINK LEGACY FUND IS A SEPARATE ORGANIZATION THAT CONTRIBUTES TO THE MISSION OF LIFELINK FOUNDATION THROUGH FUND DEVELOPMENT TO PROVIDE GRANTS FOR RESEARCH, PUBLIC EDUCATION, AND OTHER PROGRAMS THAT SUPPORT ORGAN AND TISSUE DONATION AND TRANSPLANTATION. OUR MISSION IS CARRIED OUT WITH COMPASSION BY TEAM MEMBERS WHO WORK TIRELESSLY TOWARDS THE GOAL WE SHARE WITH OUR PROFESSIONAL PARTNERS, THE FAMILIES WE SERVE, AND OUR COMMUNITIES: WE HONOR LIFE BY SAVING LIVES. FORM 990, PART V, LINE 2A: THE ORGANIZATION FILED 664 FORMS W-2 FOR 2022 PLUS AN ADDITIONAL 87 ON THE EQUIVALENT PUERTO RICO FORM FOR A TOTAL OF 751 EMPLOYEES FOR THE 2022 CALENDAR YEAR. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE FOUNDATION'S FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE, PRESIDENT, AND CFO FOR PRELIMINARY REVIEW. AN ELECTRONIC COPY OF FORM 990 IS THEN DISTRIBUTED TO THE ENTIRE GOVERNING BOARD PRIOR TO ISSUANCE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE FOUNDATION 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 GOVERNING BOARD. ON AN ONGOING BASIS, CONFLICTS OF INTEREST ARE MONITORED BASED ON PERIODIC REVIEWS PERFORMED BY THE FOUNDATION'S INTERNAL CORPORATE COMPLIANCE DEPARTMENT. FORM 990, PART VI, SECTION B, LINE 15 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. THE 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 THE 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. PART VI, SECTION B: CORPORATE COMPLIANCE PROGRAM: 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 IX, LINE 11G COMMISSIONS: PROGRAM SERVICE EXPENSES 1,059,474. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,059,474. DONOR HOSPITAL COSTS: PROGRAM SERVICE EXPENSES 10,035,823. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,035,823. DONOR RELATED PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 5,097,444. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,097,444. DONOR RELATED TRANSPORTATION: PROGRAM SERVICE EXPENSES 7,300,740. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,300,740. DONOR SEROLOGIES AND LAB TESTS: PROGRAM SERVICE EXPENSES 1,527,625. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,527,625. DONOR TISSUE TYPING: PROGRAM SERVICE EXPENSES 1,027,656. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,027,656. UNIFORM SERVICES: PROGRAM SERVICE EXPENSES 211,037. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 211,037. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,228,391. MANAGEMENT AND GENERAL EXPENSES 79,957. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,308,348. TEMPORARY LABOR: PROGRAM SERVICE EXPENSES 3,738,724. MANAGEMENT AND GENERAL EXPENSES 60,002. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,798,726. TISSUE ACQUISITION COSTS: PROGRAM SERVICE EXPENSES 3,123,114. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,123,114. FORM 990, PART XI, LINE 9: BAD DEBT (RECOVERED FYE24) -433,552. LIFELINK LEGACY FUND INC 9661 DELANEY CREEK BOULEVARD TAMPA FL 33619 593040982 TO SUPPORT THE LIFELINK FOUNDATION MISSION FL 501(C)(3) LINE 12D, III-O LIFELINK FOUNDATION INC 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 LIFELINK LEGACY FUND B 107531 CASH TRANSFERS LIFELINK LEGACY FUND D 94086 LOAN BALANCE LIFELINK LEGACY FUND 9661 DELANEY CREEK BOULEVARD TAMPA FL 33619 593040982 X 0 0 0 396551 396551 79310 19828 0 0 0