2023-11-07T11:11:46-06:00 2022-12-31 420714325 RSM US LLP 4650 EAST 53RD STREET DAVENPORT IA 528073479 990 2022-01-01 463570900 DONATE LIFE FOUNDATION DONA 3147358200 1110 HIGHLANDS PLAZA DR EAST 100 ST LOUIS MO 63110 KEVIN LEE PRESIDENT/CEO 3147358200 2023-11-02 1 KEVIN LEE 999009999 0 JENIFER L CHASE P01306883 5638884000 2023-11-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MID-AMERICA TRANSPLANT FOUNDATION KEVIN LEE 1110 HIGHLANDS PLAZA DR EAST 100 ST LOUIS MO 63110 12760942 0 X WWW.MIDAMERICATRANSPLANT.ORG X 2013 MO TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY ORGAN AND TISSUE DONATION AND TRANSPLANTATION. TO TRANSFORM OUR COMMUNITY BY ELIMINATING THE WAITING LIST FOR ORGAN AND TISSUE TRANSPLANTS. 13 12 2 155 0 0 250391 103817 24010 31010 6627299 2920825 0 0 6901700 3055652 2112695 5847860 0 0 441843 545701 0 0 0 734429 1207128 3288967 7600689 3612733 -4545037 91166594 76721131 948118 216752 90218476 76504379 TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY ORGAN AND TISSUE DONATION AND TRANSPLANTATION. TO TRANSFORM OUR COMMUNITY BY ELIMINATING THE WAITING LIST FOR ORGAN AND TISSUE TRANSPLANTS. 0 0 6262343 4509514 31010 FAMILY HOUSE WAS OPENED IN 2013. IT PROVIDES LODGING ASSISTANCE TO PATIENTS WHO MUST RESIDE CLOSE TO THE TRANSPLANT CENTER WHILE AWAITING A TRANSPLANT OR RECEIVING CARE POST-TRANSPLANT SURGERY. IN 2022, THE FAMILY HOUSE SUPPORTED 68 RECIPIENTS AND FAMILIES WITH OVER 2,000 NIGHTS OCCUPIED. 623410 623410 0 THE CLINICAL INNOVATION FUND SUPPORTS CLINICAL RESEARCH IN THE AREA OF ORGAN, TISSUE, AND EYE DONATION AND TRANSPLANTATION. 714936 714936 0 COMMUNITY GRANTS ARE AWARDED TO ORGANIZATIONS THAT IMPROVE THE HEALTH OF OUR COMMUNITIES THROUGH MENTAL AND PREVENTATIVE HEALTH PROGRAMS THAT IMPACT ORGAN, TISSUE, AND EYE DONATION AND TRANSPLANTATION. 7600689 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 17 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X BRETT GORDON 3147358200 1110 HIGHLANDS PLAZA DR EAST 100 ST LOUIS MO 63110 DIANE BROCKMEIER PRESIDENT/CEO 1.00 X 0 708430 52496 JENNIFER DAVIS BOARD MEMBER 1.00 X 1300 0 0 ELLEN BARNIDGE CHAIR 1.00 X X 1000 0 0 NESAKUMAR JOSEPH IMMEDIATE PAST CHAIR 1.00 X X 1000 0 0 GABRIELLE KENNEDY BOARD MEMBER 1.00 X 800 0 0 GENE RIDOLFI VICE CHAIR 1.00 X X 1000 0 0 JORGE RIOPEDRE BOARD MEMBER 1.00 X 1300 0 0 TAMARA SHEFFIELD BOARD MEMBER 1.00 X 1000 0 0 ROBERT REAM MD BOARD MEMBER 1.00 X 1550 0 0 DWAYNE INGRAM BOARD MEMBER 1.00 X 1000 0 0 JOHN REED BOARD MEMBER 1.00 X 0 0 0 JACQUELYNN RICHMOND SECRETARY/TREASURER 1.00 X X 0 0 0 TIM WOODS BOARD MEMBER 1.00 X 1000 0 0 KEVIN LEE EXECUTIVE DIRECTOR 37.50 X 279228 0 22213 290178 708430 74709 1 0 1 0 MUSICK CONSTRUCTION COMPANY 254 HANLEY INDUSTRIAL CT ST LOUIS MO 63144 CONSTRUCTION OF BUILIDING 4296232 OWH 222 SOUTH BEMISTON STE 200 ST LOUIS MO 63105 ARCHITECHTURE SERVICES FOR BUILDING 101191 2 103817 103817 FAMILY HOUSE REVENUE 900099 31010 31010 31010 2131879 2131879 10494236 9705290 788946 788946 788946 3055652 31010 0 2920825 5781120 5781120 66740 66740 312391 312391 133121 133121 43112 43112 38399 38399 18678 18678 78 78 15586 15586 58501 58501 168009 168009 206695 206695 9178 9178 56624 56624 366615 366615 13284 13284 18585 18585 244990 244990 REPAIRS AND MAINTENANCE 48983 48983 7600689 7600689 0 0 1314222 253701 12750 13770 17007 1080 12655449 244990 8979522 12410459 80843093 64042121 91166594 76721131 948118 216752 948118 216752 X 90218476 76504379 90218476 76504379 91166594 76721131 -4545037 -9169060 0 X X 0 1 X 1 0 X X 1 MID-AMERICA TRANSPLANT SERVICES 277426306 10 1 4145979 0 1 4145979 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: DONATE LIFE FOUNDATION PROVIDES GRANTS, THROUGH ITS CLINICAL INNOVATION FUND, TO SUPPORT INNOVATIVE RESEARCH THAT WILL ADDRESS CLINICAL ISSUES IN THE AREA OF ORGAN AND/OR TISSUE TRANSPLANTATION THAT WILL HAVE A MEASURABLE IMPACT ON THE FIELD IN TWO TO FOUR YEARS. THE FOUNDATION ALSO PROVIDES GRANTS TO HEALTH CARE ORGANIZATIONS IN ITS DESIGNATED SERVICE AREA; PROMOTES THE USE OF HUMAN ORGAN AND TISSUE TRANSPLANTS BY HOSPITALS AND OTHER MEDICAL CARE PROVIDERS; EDUCATES THE PUBLIC AND PROFESSIONAL COMMUNITY ABOUT THE USE AND BENEFITS OF HUMAN ORGAN AND TISSUE DONATIONS AND TRANSPLANTS; PROMOTES, IN COOPERATION WITH OTHER INTERESTED ORGANIZATIONS, HUMAN ORGAN AND TISSUE DONATIONS; AND, THROUGH THEIR COMMUNITY BENEFIT PROGRAMS, SUPPORTS EFFORTS TO REDUCE THE NEED FOR HUMAN ORGAN AND TISSUE TRANSPLANTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 596561 596561 11744324 213533 11530791 314564 31457 283107 12410459 CASH & CASH EQUIVALENTS 64042121 F 64042121 X -6052871 -9169060 119038 -9050022 2997151 58501 58501 3055652 7661226 119038 119038 7542188 58501 58501 7600689 PART X, LINE 2: DONATE LIFE FOUNDATION IS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM INCOME TAXES ON RELATED INCOME UNDER SECTION 501(A) OF THE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) SECTION 740-10 CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM STANDARD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS NOT TAKEN ANY UNCERTAIN TAX POSITION THAT SHOULD BE ACCOUNTED FOR UNDER ASC SECTION 740-10. THE FOUNDATION CONTINUALLY EVALUATES THE EFFECTS OF ALL TAX POSITIONS TAKEN INCLUDING EXPIRING STATUTES OF LIMITATIONS, TAX EXAMINATIONS, UNRELATED BUSINESS INCOME AND NEW AUTHORITATIVE RULINGS. THE FOUNDATION FILES FEDERAL INFORMATION RETURNS AND INCOME TAX RETURNS IN CONNECTION WITH UNRELATED BUSINESS INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSE REIMBURSEMENT RECOGNIZED AS REVENUE ON THE AUDIT REPORT 119,038. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE REIMBURSEMENT RECOGNIZED AS REVENUE ON THE AUDIT REPORT 119,038. 1 MID-AMERICA TRANSPLANT SERVICES 1110 HIGHLANDS PLAZA DR EAST 100 ST LOUIS MO 63110 237426306 501(C)(3) 4145979 0 GENERAL SUPPORT WASHINGTON UNIVERSITY 700 ROSEDALE AVE ST LOUIS MO 63112 430653611 501(C)(3) 488767 0 CLINICAL INNOVATION, RESEARCH SUPPORT LOST & FOUND GRIEF CENTER 1555 S GLENSTONE AVE SPRINGFIELD MO 65804 431896981 501(C)(3) 108000 0 RESEARCH GRANT ST LOUIS BREAVEMENT CENTER FOR YOUNG PEOPLE DBA ANNIE'S HOPE 1333 W LOCKWOOD AVE SUITE 104 ST LOUIS MO 63122 431801433 501(C)(3) 108000 0 PROGRAM GRANT BAPTIST MEMORIAL HEALTHCARE FOUNDATION 4802 EAST JOHNSON STREET JONESBORO AR 72401 261214372 501(C)(3) 108000 0 PROGRAM GRANT CASA DE SALUD 3200 CHOUTEAU AVE ST LOUIS MO 63103 270732049 501(C)(3) 107992 0 PROGRAM GRANT FAMILY HOSPICE OF BELLEVILLE AREA 5110 WEST MAIN STREET BELLEVILLE IL 62226 371279271 501(C)(3) 107919 0 PROGRAM SUPPORT UNIVERSITY OF MISSOURI CURATORS 202 CENTRENNIAL HALL 300 W 12TH ROLLA MO 65409 266440629 501(C)(3) 95154 0 SCHOLARSHIP SUPPORT ST LOUIS UNIVERSITY 3700 WEST PINE MALL ST LOUIS MO 63108 430654872 501(C)(3) 86148 0 PROGRAM GRANT SCHOLARSHIP SUPPORT INFANT LOSS RESOURCES INC 1120 S SIXTH STREET NO 500 ST LOUIS MO 63104 431344645 501(C)(3) 62515 0 PROGRAM GRANT SIUC FOUNDATION 1235 DOUGLAS DRIVE MC 6805 CARBONDALE IL 62901 376024575 501(C)(3) 49290 0 PROGRAM SUPPORT GIFT OF LIFE 6405 METCALF AVE SUITE 100 OVERLAND PARK KS 66202 481198979 501(C)(3) 48500 0 PROGRAM GRANT UNIVERSITY OF MISSOURI ST LOUIS ONE UNIVERSITY BLVD ST LOUIS MO 63121 436003859 501(C)(3) 37800 0 PROGRAM GRANT EYE THRIVE 229 MILLWELL DRIVE MARYLAND HEIGHTS MO 63043 200265693 501(C)(3) 37800 0 PROGRAM GRANT SOUTHEAST MISSOURI STATE UNIVERSITY ONE UNIVERSITY WAY CAPE GIRARDEAU MO 63701 471291797 501(C)(3) 28800 0 SCHOLARSHIP SUPPORT ST LOUIS COMMUNITY COLLEGE FOUNDATION 3221 MCKELVEY ROAD ST LOUIS MO 63044 431374500 501(C)(3) 17600 0 PROGRAM SUPPORT COX FOUNDATION 3525 S NATIONAL AVE 204 SPRINGFIELD MO 65807 440577118 501(C)(3) 15000 0 CLINICAL INNOVATION RESEARCH SUPPORT EMORY UNIVERSITY PO BOX 835084 ATLANTA GA 31193 580566256 501(C)(3) 12871 0 PROGRAM GRANT 18 0 TRANSPLANT PATIENTS' GENERAL SUPPORT 96 56681 0 0 0 CRISIS FUND 6 10059 0 0 PART I, LINE 2: GRANT APPLICANTS MUST SUBMIT AN APPLICATION, WHICH IS INDEPENDENTLY REVIEWED BY THE GRANT APPLICATIONS COUNCIL. THE COUNCIL SCORES THE APPLICATION BASED ON FIVE MAIN FACTORS - MISSION ALIGNMENT, COST AND ECONOMICS, RISK, PERFORMANCE MEASURES, AND COMMUNITY IMPACT. COMMUNITY GRANTEES RECEIVE GRANT PAYMENTS IN TWO INSTALLMENTS. THE SECOND INSTALLMENT IS DEPENDENT UPON THE SUBMISSION OF A PROGRESS REPORT, DUE AT THE END OF NOVEMBER. FOR RESEARCH GRANTS, FUNDS ARE ISSUED DIRECTLY TO THE ORGANIZATION FOR USE. RESEARCH REPORTS ARE DUE IN JULY FROM RESEARCH GRANT RECIPIENTS, UNLESS THE PRIMARY INVESTIGATOR HAS REQUESTED AN EXTENSION. THE PRIMARY INVESTIGATORS ARE INVITED TO PRESENT EACH JANUARY AT MID-AMERICA TRANSPLANT'S RESEARCH SYMPOSIUM. FUNDS FOR SCHOLARSHIP SUPPORT GRANTS ARE ISSUED DIRECTLY TO THE SCHOOLS. MID-AMERICA TRANSPLANT REQUESTS A LETTER OF SUPPORT FROM THE ADMINISTRATOR THAT OVERSEES EACH PROGRAM TO SUBSTANTIATE THE USE OF FUNDS. EMPLOYEES MEETING THE CRITERIA, OUTLINED IN AN SOP, SUBMIT AN APPLICATION WHICH ARE REVIEWED BLINDLY BY AN INTERNAL COMMITTEE. 0 0 0 0 0 0 0 0 0 DIANE BROCKMEIER PRESIDENT/CEO 0 670028 0 20428 0 17974 0 35750 0 16746 0 760926 0 0 KEVIN LEE EXECUTIVE DIRECTOR 268376 0 9024 0 1828 0 5241 0 16972 0 301441 0 0 0 PART I, LINE 3 MID-AMERICA TRANSPLANT SERVICES, A RELATED EXEMPT ORGANIZATION, UTILIZED A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD AND COMPENSATION COMMITTEE TO ESTABLISH DONATE LIFE FOUNDATION'S CEO/EXECUTIVE DIRECTOR COMPENSATION. FORM 990, PART VI, SECTION A, LINE 4 THE PRESIDENT OF THE SOLE MEMBER OF THE ORGANIZATION WAS NAMED AN OFFICER IN ORDER TO HAVE SIGNING AUTHORITY. ADDITIONALLY, THE CORPORATE PURPOSE WAS EXPANDED TO ENGAGE, EDUCATE, AND RAISE AWARENESS AROUND ORGAN AND TISSUE DONATION AND TRANSPLANTATION, AND TO PROVIDE GRIEF SUPPORT SERVICES TO THOSE IMPACTED BY DONATION. FORM 990, PART VI, SECTION A, LINE 6 MID-AMERICA TRANSPLANT SERVICES, A MISSOURI NONPROFIT, IS THE SOLE MEMBER OF DONATE LIFE FOUNDATION D/B/A MID-AMERICA TRANSPLANT FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A AS THE SOLE MEMBER OF DONATE LIFE FOUNDATION, MID-AMERICA TRANSPLANT SERVICES HAS THE EXCLUSIVE POWER TO ELECT ANY DIRECTOR TO THE CORPORATION'S BOARD. FORM 990, PART VI, SECTION A, LINE 7B AS THE SOLE MEMBER OF DONATE LIFE FOUNDATION (FOUNDATION), MID-AMERICA TRANSPLANT SERVICES HAS THE EXCLUSIVE POWER TO REMOVE, WITH OR WITHOUT CAUSE, ANY DIRECTOR FROM THE CORPORATION'S BOARD. MID-AMERICA TRANSPLANT SERVICES ALSO HAS POWER TO APPROVE THE FOLLOWING ACTIONS: (A)THE SETTLEMENT OR COMPROMISE OF ANY CLAIM, CASE, ACTION OR CONTROVERSY IN ACCORDANCE WITH ANY APPLICABLE POLICIES ESTABLISHED BY THE MEMBER (B)THE DISSOLUTION OF THE FOUNDATION; (C)THE FOUNDATION'S FILING OF A BANKRUPTCY PETITION OR A PETITION FOR THE APPOINTMENT OF A RECEIVER UNDER STATE INSOLVENCY LAWS; (D)THE AMENDMENT OR RESTATEMENT OF THE FOUNDATION'S ARTICLES OF INCORPORATION OR BYLAWS; (E)THE MERGER OF THE FOUNDATION WITH OR INTO ANOTHER ENTITY; (F)THE SALE OF ALL, OR SUBSTANTIALLY ALL, OF THE FOUNDATION'S ASSETS; (G)THE SALE OF ANY OF THE FOUNDATION'S REAL PROPERTY; (H)THE FOUNDATION'S DOMESTICATION IN ANOTHER JURISDICTION OR CONVERSION INTO ANOTHER FORM OF BUSINESS ENTITY; AND (I)ANY EXTRAORDINARY TRANSACTION OR OTHER TRANSACTION OUTSIDE THE ORDINARY COURSE OF THE FOUNDATION'S BUSINESS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING ON THE BOARD MEMBER INTERNET PORTAL. THE FORM 990 IS PREPARED BY THE INDEPENDENT CPA FIRM THAT ALSO CONDUCTS THE ANNUAL AUDIT. THE CEO AND CFO PERFORM AN IN DEPTH REVIEW OF THE 990 AS WELL AS RESPOND TO ALL QUESTIONS AND COMMENTS REGARDING THE 990 BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C DONATE LIFE FOUNDATION ENFORCES THE CONFLICT OF INTEREST POLICY OF ITS SOLE CORPORATE MEMBER, MID-AMERICA TRANSPLANT SERVICES. ALL NEW EMPLOYEES COMPLETE A CONFLICTS OF INTEREST DISCLOSURE FORM, AND, DEPENDING UPON ROLE, MANY EMPLOYEES SUBMIT A CONFLICT OF INTEREST FORM ANNUALLY. EMPLOYEES ARE INSTRUCTED TO UPDATE THEIR DISCLOSURES IF CIRCUMSTANCES CHANGE. EMPLOYEE CONFLICTS ARE REVIEWED, ALONG WITH ACCOMPANYING FACTS, BY THE GENERAL COUNSEL AND THE CHIEF ADMINISTRATIVE OFFICERS, AND, AS APPROPRIATE, THE CEO. THESE INDIVIDUALS MAKE A DETERMINATION AS TO WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. DEPENDING UPON THE NATURE OF THE DISCLOSURE, THE MATTER MAY BE REVIEWED AND DISCUSSED WITH THE EXECUTIVE LEADERSHIP TEAM AND/OR THE BOARD OF DIRECTORS. IF NO CONCLUSION OR DETERMINATION CAN BE MADE, THE MATTER SHALL ELEVATE TO THE BOARD OF DIRECTORS FOR FINAL DISCUSSION AND DETERMINATION. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS WITH THE GENERAL COUNSEL, CHIEF ADMINISTRATIVE OFFICER, OR CEO, THE MATTER SHALL BE REVIEWED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS COMPLETES AN ANNUAL DISCLOSURE FORM, AND IS INSTRUCTED TO UPDATE DISCLOSURES IF CIRCUMSTANCES CHANGE. BOARD OF DIRECTOR CONFLICT OF INTEREST FORMS ARE REVIEWED BY THE COMPLIANCE CHAIR OF THE AUDIT AND COMPLIANCE COMMITTEE AND THE GENERAL COUNSEL. THESE INDIVIDUALS MAKE A DETERMINATION AS TO WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. DEPENDING UPON THE NATURE OF THE DISCLOSURE, THE MATTER MAY BE REVIEWED AND DISCUSSED WITH THE FULL AUDIT AND COMPLIANCE COMMITTEE, AND, AS APPROPRIATE, THE BOARD OF DIRECTORS FOR FINAL DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15 A POLICY IS IN PLACE THAT INCLUDES ANNUAL REVIEW AND APPROVAL OF THE CEO'S COMPENSATION BY THE COMPENSATION COMMITTEE OF MID-AMERICA TRANSPLANT SERVICES, A RELATED ORGANIZATION. THE COMPENSATION COMMITTEE IS COMPRISED OF INDIVIDUALS WITHOUT CONFLICTS OF INTEREST WITH RESPECT TO COMPENSATION REVIEW AND APPROVAL. AN INDEPENDENT EXTERNAL FIRM PROVIDES MARKET COMPETITIVE COMPENSATION DATA FROM COMPARABLE, TAX EXEMPT ORGANIZATIONS AND PUBLISHED SURVEYS AND CONDUCTS A COMPETITIVENESS ASSESSMENT OF DONATE LIFE FOUNDATION'S OFFICERS AND KEY EMPLOYEES TO THE MARKET. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE THE OVERSIGHT OR THE SELECTION PROCESS FROM THE PRIOR YEAR. MID-AMERICA TRANSPLANT SERVICES 1110 HIGHLANDS PLAZA DR EAST STE 10 ST LOUIS MO 63110 237426306 ORGAN AND TISSUE PROCUREMENT MO 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0