2023-11-13T15:06:03-06:00 2022-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990 2022-01-01 953138799 ONELEGACY ONEL 2132295600 1303 W OPTICAL DRIVE AZUSA CA 91702 CYNTHIA M PERLEY CFO 2132295600 2023-11-09 1 CYNTHIA PERLEY XXX-XX-XXXX 0 JULIE BOYER P01278549 2187275025 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHOWDARY P GARIMELLA 1303 W OPTICAL DRIVE AZUSA CA 91702 124745707 0 X WWW.ONELEGACY.ORG X 1977 CA RECOVER HUMAN ORGANS AND TISSUES FOR TRANSPLANT AND MEDICAL RESEARCH TO SAVE AND IMPROVE LIVES. 13 12 469 0 6414 3745 0 7307566 96712278 96503871 1099970 1731812 0 0 97812248 105543249 10000 2036696 0 0 36715356 40688782 0 0 0 48289042 53768165 85014398 96493643 12797850 9049606 147159626 147772371 43968126 39149096 103191500 108623275 X ONELEGACY SAVES AND HEALS LIVES THROUGH ORGAN, EYE, AND TISSUE DONATION, COMFORTS THE FAMILIES WE SERVE, AND INSPIRES OUR COMMUNITIES TO DONATE LIFE. 0 0 81600000 2036696 96503871 ORGAN, EYE AND TISSUE DONATION IN THE UNITED STATES IS MORE THAN JUST A PINK DONOR DOT ON YOUR DRIVER'S LICENSE - THERE IS A WELL-ESTABLISHED AND EXPERIENCED NETWORK OF FEDERALLY-DESIGNATED, NON-PROFITS ACROSS THE COUNTRY, CALLED ORGAN PROCUREMENT ORGANIZATIONS (OPOS), ALL WORKING TOGETHER TO SAVE LIVES.ONELEGACY IS THE NATION'S LARGEST OPO, SERVING THE DIVERSE SOUTHERN CALIFORNIA REGION. WORKING WITH HOSPITALS, PHYSICIANS, TRANSPLANT CENTERS AND THE COMMUNITY, ONELEGACY EDUCATES ABOUT AND FACILITATES DONATION, AS WELL AS BUILDS A COMMUNITY OF LONG-TERM SUPPORT FOR THE FAMILIES WHO GIVE THE GENEROUS GIFT OF LIFE. ONELEGACY IS SOUTHERN CALIFORNIA'S ORGAN, EYE AND TISSUE RECOVERY ORGANIZATION, SERVING AS THE REGION'S BRIDGE TO LIFE, CONNECTING DONORS TO PATIENTS IN NEED. DURING 2022 THE ORGANIZATION HAD 647 RECOVERED DONORS, 2,149 ORGANS RECOVERED FOR TRANSPLANT, AND 1,629 ORGANS TRANSPLANTED TO ORGAN RECIPIENTS. 81600000 1 1 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 0 0 0 0 0 0 0 1 1 1 0 0 1 419 0 1 469 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CYNTHIA M PERLEY 2132295600 1303 W OPTICAL DRIVE AZUSA CA 91702 CHOWDARY P GARIMELLA CEO 40.00 5.00 X X 947807 0 114758 WILLIAM CHERTOK CHAIR OF BOARD 12.75 0.25 X X 100000 0 0 ART TORRES VICE CHAIR 5.00 0.00 X X 50000 0 0 TOM ROSENTHAL TREASURER/SECRETARY 14.75 0.25 X X 40000 0 0 JAMES ATKINSON DIRECTOR 14.00 0.00 X 35000 0 0 SANDRA BLAYDOW DIRECTOR 4.00 0.00 X 35000 0 0 GLORIA BOHRER DIRECTOR 5.75 0.25 X 35000 0 0 EARLE E CRANDALL DIRECTOR 4.75 0.25 X 35000 0 0 WILLIAM GALLIO DIRECTOR 1.75 0.25 X 35000 0 0 DARLINE P ROBLES DIRECTOR 4.00 0.00 X 35000 0 0 ROBERT BLACKMAN DIRECTOR 4.00 0.00 X 25000 0 0 JASON GRAY DIRECTOR 6.00 0.00 X 25000 0 0 DARYL OSBY DIRECTOR 5.00 0.00 X 25000 0 0 THOMAS D MONE CHIEF EXT. AFFAIRS OFFICER AND VP 5.00 40.00 X 496452 356137 105260 CYNTHIA M PERLEY CFO 40.00 5.00 X 516350 0 110681 TOM K SETO VP, INFORMATION TECHNOLOGY 40.00 0.00 X 331665 0 92510 LUCYNDI M RAMIREZ SENIOR VP, EXTERNAL PARTNER 40.00 0.00 X 308064 0 88767 ELIZABETH REID VP, CLINCIAL OPERATION 40.00 0.00 X 242059 0 18245 AARON CHENG VP, REGULTORY AFFAIRS 40.00 0.00 X 217840 0 44072 JESSE BRAVO DIRECTOR OF TISSUE OPERATIONS 40.00 0.00 X 215786 0 55366 ROSEMARY O'MEEGHAN REF. MGMT MEDICAL DIRECTOR 40.00 0.00 X 389997 0 71533 STEPHEN BURNS DIRECTOR OF SOFTWARE ENGINEERING 40.00 0.00 X 247677 0 60952 CHAD MARTIN S VILLANUEVA ADV. PRACTICE PROCUREMENT COOR. 40.00 0.00 X 244000 0 49746 ADAM R KENDALL PALLIATIVE CARE MEDICAL DIR. 40.00 0.00 X 342429 0 3536 BLANCA COHEN DIRECTOR OF QUALITY 40.00 0.00 X 239347 0 35723 5214473 356137 851149 93 0 1 0 PACIFIC NATIONAL GROUP 2392 S BATEMAN AVE IRWINDALE CA 91010 CONSTRUCTION SERVICES 25376349 EUROFINS DONOR & PRODUCT TESTING INC 6933 S REVERE PARK CENTENNIAL CO 80112 ORGAN PROCUREMENT SERVICES 6714793 UCLA IMMUNOGENETICS CENTER BOX 957495 757 WESTWOOD PLAZE STE LOS ANGELES CA 90095 SEROLOGY SERVICES 1638280 SECURE COURIER LLC 483 ROYCE ST ALTADENA CA 91001 TRANSPORTATION SERVICES 827746 ROBERT NARAGHI MD 1322 PAVIA PLACE PACIFIC PALISADES CA 90272 ORGAN PROCUREMENT SERVICES 610206 53 7307566 7307566 ORGAN REVENUE 621500 77204944 77204944 TISSUE REVENUE 621500 18770127 18770127 OTHER REVENUE 621500 528800 528800 96503871 249922 6414 243508 20684348 19202458 1481890 1481890 1481890 105543249 96503871 6414 1725398 2036696 2036696 4334926 2089372 2245554 28957183 22280791 6676392 1128704 844223 284481 3930758 3216548 714210 2337211 2189222 147989 181347 181347 164955 164955 12926 12926 39535 39535 3126651 2285248 841403 4575335 4198555 376780 1974019 661309 1312710 1851367 1647717 203650 1000139 639053 361086 29565 20385 9180 42164 42164 2683269 2388109 295160 1621589 1430197 191392 DIRECT PROCUREMENT COST 34310273 34298506 11767 EMPLOYMENT EXPENSES 897310 430997 466313 PUBLIC RELATIONS 825824 738386 87438 MEMBERSHIPS AND SUBSCRI 355370 128159 227211 76527 76527 96493643 81600000 14893643 0 25713543 18230808 14830620 13417128 873819 1479779 2008112 2156496 125919556 15942088 79955887 109977468 22305292 399190 1472353 1202341 0 909161 147159626 147772371 18385222 19151284 156814 0 16986 36975 25409104 19960837 43968126 39149096 X 103191500 108623275 103191500 108623275 147159626 147772371 X 9049606 -3611417 -6414 X 0 1 X 1 0 X 7307566 7307566 103009780 112474166 107037890 96712278 96503871 515737985 103009780 112474166 107037890 96712278 103811437 523045551 0 0 0 523045551 761714 680355 366745 491343 243508 2543665 761714 680355 366745 491343 243508 2543665 762 4381 6414 11557 46184 46184 103817678 113155283 107404635 97208002 104061359 525646957 0.99510 0.99370 0.00480 0.00610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 12926 12926 0 PART II-B, LINE 1: A PORTION OF AOPO DUES ARE ALLOCATED TO LOBBYING ACTIVITIES. FOR 2022, $12,926 WAS ALLOCATED TO LOBBYING ACTIVITIES. 3552485 3552485 20466063 942972 19523091 12874273 4957027 7917246 89026735 10042089 78984646 109977468 DUE TO MEDICARE 17860904 DUE TO ONELEGACY FOUNDATION 1176225 OPERATING LEASE LIABILITY 923708 19960837 X PART X, LINE 2: ONELEGACY AND ONELEGACY FOUNDATION HAVE BEEN RECOGNIZED AS ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, EXCEPT TO THE EXTENT OF UNRELATED TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF FASB ASC TOPIC 740-10, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT AND A MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IN MAKING THIS ASSESSMENT, THE ORGANIZATION MUST DETERMINE WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, AND MUST ASSUME THAT THE TAX POSITION WILL BE EXAMINED BY TAXING AUTHORITIES. FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, MANAGEMENT HAS DETERMINED THAT THERE WERE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. THE ORGANIZATION FILES INFORMATION AND INCOME TAX RETURNS WITH THE INTERNAL REVENUE SERVICE (IRS) AND THE STATE OF CALIFORNIA. FOR STATE AUTHORITIES, THE STATUTE OF LIMITATIONS IS GENERALLY THREE OR FOUR YEARS; HOWEVER, THE STATUTE OF LIMITATIONS WILL REMAIN OPEN FOR ANY STATE RETURNS NOT FILED. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1071095 0 0 0 0 0 0 1071095 0 1071095 1 0 1 1 0 0 PART III ACCOUNTING METHOD: 1 ONELEGACY FOUNDATION 1303 W OPTICAL DRIVE AZUSA CA 91702 452936915 501(C)(3) 2036696 0 GENERAL SUPPORT 1 0 PART I, LINE 2: GRANTS OF $20,000 AND ABOVE REQUIRE BOARD APPROVAL AND MUST COMPLETE OUR DETAILED GRANT APPLICATION FORM AND PROVIDE A FINAL REPORT OF HOW FUNDS WERE UTILIZED WITH THE REQUIREMENT THAT ANY UNUSED GRANT RESTRICTED FUNDS FOR SPECIFIC PROJECTS ARE RETURNED TO ONELEGACY. X X X X X 0 0 0 0 0 0 0 0 0 CHOWDARY P GARIMELLA CEO 691155 0 167625 0 89027 0 72828 0 41930 0 1062565 0 0 0 THOMAS D MONE CHIEF EXT. AFFAIRS OFFICER AND VP 205538 328846 200400 0 90514 27291 42633 30320 16871 15436 555956 401893 0 0 CYNTHIA M PERLEY CFO 391996 0 120000 0 4354 0 81353 0 29328 0 627031 0 0 0 ROSEMARY O'MEEGHAN REF. MGMT MEDICAL DIRECTOR 330000 0 29077 0 30920 0 48638 0 22895 0 461530 0 0 0 TOM K SETO VP, INFORMATION TECHNOLOGY 258292 0 46930 0 26443 0 58182 0 34328 0 424175 0 0 0 LUCYNDI M RAMIREZ SENIOR VP, EXTERNAL PARTNER 255169 0 34010 0 18885 0 54217 0 34550 0 396831 0 0 0 ADAM R KENDALL PALLIATIVE CARE MEDICAL DIR. 330000 0 100 0 12329 0 2633 0 903 0 345965 0 0 0 STEPHEN BURNS DIRECTOR OF SOFTWARE ENGINEERING 204518 0 37173 0 5986 0 29317 0 31635 0 308629 0 0 0 CHAD MARTIN S VILLANUEVA ADV. PRACTICE PROCUREMENT COOR. 232288 0 11105 0 607 0 35447 0 14299 0 293746 0 0 0 BLANCA COHEN DIRECTOR OF QUALITY 189673 0 26153 0 23521 0 34448 0 1275 0 275070 0 0 0 JESSE BRAVO DIRECTOR OF TISSUE OPERATIONS 175370 0 24597 0 15819 0 35669 0 19697 0 271152 0 0 0 AARON CHENG VP, REGULTORY AFFAIRS 217840 0 0 0 0 0 22037 0 22035 0 261912 0 0 0 ELIZABETH REID VP, CLINCIAL OPERATION 230267 0 0 0 11792 0 8689 0 9556 0 260304 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE REGENTS OF THE UNIVERSITY OF CALIFORNIA HAS ONE DESIGNATED SEAT ON THE ORGANIZATION'S BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS PREPARED BY THE EXTERNAL TAX ACCOUNTANTS AND REVIEWED BY THE CONTROLLER AND CFO. FOLLOWING THE REVIEW, THE CFO REVIEWS THE FORM WITH THE CEO. THE FORM IS PROVIDED AND PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ONCE THE AUDIT COMMITTEE APPROVES THE FORM, A DRAFT IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS ANNUALLY THE COMPLIANCE OF THEIR CONFLICT OF INTEREST POLICIES THROUGH VARIOUS LEVELS OF REVIEW. HUMAN RESOURCES MONITORS EMPLOYEE CONFLICTS OF INTEREST, IF ANY. THE CEO AND CFO MONITOR THE BOARD OF DIRECTORS AND OFFICER CONFLICTS OF INTEREST, IF ANY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS; HUMAN RESOURCES AND COMPENSATION COMMITTEE (THE COMMITTEE), WHICH IS COMPRISED OF FOUR INDEPENDENT MEMBERS AND THE CEO (WHO RECUSES HIMSELF REGARDING HIS COMPENSATION) ANNUALLY REVIEW COMPENSATION PROGRAMS OF THE CORPORATE OFFICERS. THE COMMITTEE, AMONG OTHER THINGS, UTILIZES CONSULTANTS AND COMPENSATION BENCHMARK SOURCES AND DATA, AND BASED ON ITS OWN EVALUATION AS WELL AS INPUT FROM THE CORPORATE GOVERNANCE COMMITTEE, DETERMINES AND RECOMMENDS FOR APPROVAL TO THE BOARD THE TOTAL COMPENSATION OF CORPORATE OFFICERS. THE COMMITTEE KEEPS CONTEMPORANEOUS WRITTEN MINUTES OF ALL MEETINGS, INCLUDING ALL COMPENSATION DECISIONS. THE PROCESS WAS LAST DONE IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST DURING BUSINESS HOURS FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: NET UNRELATED BUSINESS INCOME FROM K-1 INVESTMENTS -6,414. ONELEGACY FOUNDATION 1303 W OPTICAL DRIVE AZUSA CA 91702 452936915 TO PROVIDE SUPPORT TO ONELGACY CA 501(C)(3) LINE 12A, I ONELEGACY 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ONELEGACY FOUNDATION B 2036696 CASH ONELEGACY FOUNDATION C 7307566 CASH