2026-07-13T15:36:51-05:00 2025-12-31 581763570 JONES AND KOLB 3475 PIEDMONT ROAD NE SUITE 1500 ATLANTA GA 30305 990 2025-01-01 582075193 Georgia Transplant Foundation Inc GEOR 7704573796 2201 Macy Drive Roswell GA 30076 Rita Michaels Executive Director 7704573796 2026-06-30 1 THIEN N NGUYEN P01222300 4042627920 2025 2025-03-06 01:10:19Z Rita Michaels 2201 Macy Drive Roswell GA 30076 12111785 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. 21 21 6 250 0 0 2840820 2667677 8976 6869 1225793 727046 -3158 -30121 4072431 3371471 2423669 2117331 0 0 747970 509933 0 0 154977 272374 409663 3444013 3036927 628418 334544 11729874 12139003 97971 130989 11631903 12008014 X Georgia Transplant Foundation (GTF) exists to bridge the financial, educational, and emotional gaps faced by organ transplant candidates, recipients, living donors, and their families throughout Georgia. In 2025, GTF continued to provide a comprehensive portfolio of programs and services designed to improve access to transplantation, support long-term recovery, and promote financial stability for those impacted by organ failure and transplantation.Throughout the year, GTF provided direct financial assistance, educational programming, mentoring and peer support services, and return-to-work readiness support through the JumpStart Program. The organization also expanded its outreach and educational footprint across Georgia through multiple Trends in Transplant (TNT) Conferences and community-based engagement initiatives designed to connect patients, caregivers, social workers, and medical professionals with critical transplant-related resources. 0 0 2625806 2093331 6869 Financial Assistance Programs:Georgia Transplant Foundation's Financial Assistance Programs provide critical short-term support to transplant candidates, recipients, and living donors across Georgia by addressing financial burdens that often jeopardize access to care, treatment adherence, or post-transplant recovery. Through its Direct Financial Assistance Programs and Transplant Fundraising Program (TFP), GTF helped patients and families offset transplant-related expenses not covered by insurance or other sources.Assistance provided through these programs included support for immunosuppressant medications, insurance premiums, transportation, temporary lodging, dental assistance, transplant evaluations, and emergency financial needs directly impacting transplant stability and recovery. GTF also continued to provide guidance and matching support opportunities through the Transplant Fundraising Program to help eligible patients prepare for and sustain post-transplant care.Each request for assistance remained needs-based and required financial hardship verification, transplant center or social worker validation, and proof of Georgia residency. These programs served as a vital safety net for transplant patients and families experiencing medical and financial crises, helping reduce barriers to care while allowing patients to focus on recovery, stability, and long-term health outcomes. 24000 24000 Program Development & Strategic Growth:In 2025, Georgia Transplant Foundation continued strengthening and refining its programs and operational infrastructure to better meet the evolving needs of Georgia's transplant community. The Organization streamlined several internal processes to improve efficiency, patient accessibility, and long-term sustainability while maintaining its commitment to compassionate, individualized support.GTF continued expanding awareness of its programs and services beyond metro Atlanta through targeted outreach to transplant centers, dialysis clinics, social workers, and healthcare providers across the state. Educational initiatives and outreach efforts also focused on increasing engagement within African American communities and underserved populations disproportionately impacted by chronic illness and organ failure.The Organization further strengthened its focus on financial self-sufficiency and long-term patient stability through continued development of the JumpStart Program, which assists transplant patients with return-to-work readiness, career support, and pathways toward greater financial independence following transplantation.In addition, GTF advanced several strategic initiatives during 2025, including technology modernization projects, enhanced data collection and reporting capabilities, and planning efforts designed to support future statewide growth and program expansion. These efforts aligned with GTF's mission of bridging the gap between hope and opportunity for Georgia's transplant community. Educational & Community Engagement Initiatives:During 2025, GTF continued hosting Trends in Transplant (TNT) Conferences and other educational initiatives designed to provide patients, caregivers, living donors, and healthcare professionals with access to transplant-related education, peer connection, and supportive resources. These conferences addressed a wide range of topics, including financial preparedness, post-transplant wellness, mental health, medication adherence, insurance navigation, and long-term quality of life. GTF also continued building strategic relationships with healthcare providers, community organizations, corporate partners, and transplant advocates throughout Georgia to increase awareness of available resources and strengthen support systems for transplant patients and families statewide. 2649806 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 GA X Rita Michaels 7704573796 2201 Macy Drive Roswell GA 30076 Melanie Calkins President 1.00 X X 0 0 0 Jansen Bailey Treasurer 1.00 X X 0 0 0 Noah Benz Secretary 1.00 X X 0 0 0 Jennie Perryman Chair-Elect 1.00 X 0 0 0 Lester Crowell Director 1.00 X 0 0 0 Meghan Schaub Director 1.00 X 0 0 0 Robert Paredes 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 Linda Heiden Director 1.00 X 0 0 0 Elbert Humphrey Jr 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 Cristina A Kroeppler Director 1.00 X 0 0 0 Rochelle Liverman Director 1.00 X 0 0 0 Chad Y Mao Director 1.00 X 0 0 0 Marshall Norseng Director 1.00 X 0 0 0 Preeti Reshamwala 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 Quincy Weatherspoon Director 1.00 X 0 0 0 Rita Michaels Executive Director 40.00 X 135320 0 51980 135320 0 51980 1 0 1 0 0 107576 2560101 2667677 Administrative fees 900099 6869 6869 6869 383552 383552 8989792 8646298 343494 343494 343494 63895 107576 94016 -30121 -30121 3371471 6869 0 696925 2117331 2117331 187199 128155 29633 29411 261974 179345 41470 41159 11742 8038 1859 1845 15344 10504 2429 2411 33674 22898 5388 5388 72920 33440 39480 47660 47660 41431 21246 20185 9579 2862 3242 3475 10665 6357 2749 1559 15741 3935 7871 3935 28161 22896 1402 3863 95416 55395 21237 18784 38164 19082 7633 11449 10586 2647 5293 2646 Bank charges 17704 4426 8852 4426 Postage & shipping 8821 6079 1510 1232 Equipment maintenance 7602 1901 3801 1900 Printing & reproduction 5213 3269 635 1309 3036927 2649806 232144 154977 681974 872985 13558 36775 21550 63005 793184 341181 408856 452003 10603936 10714235 11729874 12139003 96663 120989 1308 10000 97971 130989 X 3235547 3750404 8396356 8257610 11631903 12008014 11729874 12139003 334544 41567 0 X 0 1 X 1 0 X 2956832 2881532 3144867 2840820 2667677 14491728 2956832 2881532 3144867 2840820 2667677 14491728 9792679 4699049 269985 285788 252329 292649 383552 1484303 15976031 46526 0.29410 0.26530 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. 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 572210 203014 369196 220974 138167 82807 452003 X 3470414 41567 11020 52587 3417827 47660 -94016 -46356 3371471 3094303 11020 11020 3083283 47660 -94016 -46356 3036927 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 -94,016. Part XII, Line 4b - Other Adjustments: Direct cost of special events -94,016. Celebrate Life 171471 107576 63895 100 53981 24000 15935 171471 107576 63895 100 53981 24000 15935 94016 -30121 1 Financial Assistance Programs 1467 1852191 FMV Scholarships 28 24000 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. X 0 0 0 0 0 0 0 0 0 Rita Michaels Executive Director 133320 0 2000 0 0 0 8259 0 43721 0 187300 0 0 0 Form 990, Part VI, Section A, line 2 Pretti Reshamwala and Chad Mao are married and are both GTF Board members. 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 interest policy, and financial statements are available upon request.