2024-11-15T08:41:48-06:00 2023-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990 2023-01-01 953138799 ONELEGACY ONEL 2132295600 1303 W OPTICAL DRIVE AZUSA CA 91702 MELISSA WOOD VP OF FINANCE AND ACCOUNTING 2132295600 2024-11-13 1 0 JULIE BOYER P01278549 2187275025 2024-11-13 2023 2024-10-15 13:58:12Z CHOWDARY P GARIMELLA 1303 W OPTICAL DRIVE AZUSA CA 91702 124586536 0 X WWW.ONELEGACY.ORG X 1977 CA RECOVER HUMAN ORGANS AND TISSUES FOR TRANSPLANT AND MEDICAL RESEARCH TO SAVE AND IMPROVE LIVES. 11 10 532 100 0 0 7307566 0 96503871 123930741 1731812 328305 0 327490 105543249 124586536 2036696 2644120 0 0 40688782 50936650 0 0 0 53768165 67837483 96493643 121418253 9049606 3168283 147772371 141077500 39149096 29347952 108623275 111729548 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 103388372 2644120 123930741 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 THR 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 THE REGION'S BRIDGE TO LIFE, CONNECTING DONORS OT PATIENTS IN NEED.DURING 2023, ONELEGACY HAD 721 RECOVERED DONORS, 2,453 ORGANS RECOVERED FOR TRANSPLANT, AND 1,835 ORGANS TRANSPLANTED TO ORGAN RECIPIENTS. 103388372 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 0 0 0 0 0 0 0 1 1 1 0 0 1 494 0 1 532 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 11 10 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MELISSA WOOD 2132295600 1303 W OPTICAL DRIVE AZUSA CA 91702 CHOWDARY P GARIMELLA CEO 40.00 20.00 X X 1116150 0 142882 JAMES ATKINSON CHAIR OF THE BOARD 6.75 0.25 X X 81250 0 0 WILLIAM CHERTOK VICE CHAIR OF THE BOARD 5.75 0.25 X X 62500 0 0 TOM ROSENTHAL SECRETARY 5.75 0.25 X X 40000 0 0 GLORIA BOHRER DIRECTOR 2.75 0.25 X 35000 0 0 ART TORRES DIRECTOR 4.00 0.00 X 31250 0 0 WILLIAM GALLIO DIRECTOR 3.00 0.00 X 30000 0 0 DARLINE P ROBLES DIRECTOR 3.00 0.00 X 30000 0 0 ROBERT BLACKMAN DIRECTOR 3.75 0.25 X 25000 0 0 DARYL OSBY DIRECTOR 3.00 0.00 X 25000 0 0 JASON GRAY DIRECTOR 3.00 0.00 X 35000 0 0 THOMAS D MONE CHIEF EXT. AFFAIRS OFFICER AND VP 20.00 40.00 X 0 603366 105010 CYNTHIA M PERLEY CFO 40.00 20.00 X 503764 0 89413 TOM K SETO VP, INFORMATION TECHNOLOGY 40.00 20.00 X 377676 0 100049 AARON CHENG VP, REGULATORY COMPLIANCE AND EXTERNAL AFFAIRS 40.00 0.00 X 286238 0 64015 ELIZABETH REID VP, CLINCIAL OPERATION 40.00 0.00 X 318203 0 30286 LUCYNDI M RAMIREZ SENIOR VP, EXTERNAL PARTNER 40.00 0.00 X 296056 0 91636 JESSE BRAVO DIRECTOR OF TISSUE OPERATION 40.00 0.00 X 218884 0 33742 ADAM R KENDALL PALLIATIVE CARE MEDICAL DIRECTOR 40.00 0.00 X 365967 0 50398 ROSEMARY O'MEEGHAN REF. MGMT MEDICAL DIRECTOR 40.00 0.00 X 405529 0 83026 STEPHEN BURNS DIRECTOR OF SOFTWARE ENGINEER 40.00 0.00 X 292423 0 63840 CHAD MARTIN S VILLANUEVA ADV. PRACTICE PROCUREMENT 40.00 0.00 X 287250 0 56928 ADOLPHO TAPIA ADVANCED PRACTICE COORD 2 40.00 0.00 X 255903 0 35264 5119043 603366 946489 99 0 1 0 EUROFINS DONOR & PRODUCT TESTING INC 6933 S REVERE PARKWAY CENTENNIAL CO 80112 ORGAN PROCUREMENT SERVICES 6800538 UCLA IMMUNOGENETICS CENTER BOX 957495 757 WESTWOOD PLAZA STE LOS ANGELES CA 900957495 SEROLOGY SERVICES 1469980 DONOR STAFF SUPPORT LLC 5933 SUMMIT ST SYLVANIA OH 43560 CONTRACT LABOR 1254115 SECURE COURIER LLC 483 ROYCE ST ALTADENA CA 91001 TRANSPORTATION SERVICES 1164778 PRATIK D MEHTA MD 5342 DECLAN ST RIVERSIDE CA 92504 RECOVERY SERVICES 644949 64 ORGAN REVENUE 621500 100821038 100821038 TISSUE REVENUE 621500 22178451 22178451 OTHER REVENUE 621500 931252 931252 123930741 328305 328305 MISCELLANEOUS REVENUE 900099 327490 327490 327490 124586536 123930741 0 655795 2644120 2644120 4776317 1572904 3203413 36309792 30864110 5445682 1571437 1304293 267144 5410123 4490402 919721 2868981 2381254 487727 217541 217541 126885 126885 15018 15018 5772 5772 7478220 6532462 945758 3187460 1040438 2147022 2371135 2110310 260825 2678445 2035618 642827 1058181 830475 227706 121521 14226 107295 87845 66762 21083 6719753 5107012 1612741 1731560 1541088 190472 DIRECT PROCUREMENT COST 40422940 40422940 PUBLIC RELATIONS 784215 357363 426852 EMPLOYMENT EXPENSES 572547 57834 514713 MEMBERSHIPS AND SUBSCRI 258445 14761 243684 121418253 103388372 18029881 0 18230808 12577095 13417128 17122557 1479779 1463331 2156496 1892504 122844372 17239009 109977468 105605363 399190 264910 1202341 1573476 909161 578264 147772371 141077500 19151284 18176330 36975 5056964 19960837 6114658 39149096 29347952 X 108623275 111729548 108623275 111729548 147772371 141077500 3168283 -62010 0 X 0 1 X 1 0 X 7307566 0 7307566 112474166 107037890 96712278 96503871 123930741 536658946 112474166 107037890 96712278 103811437 123930741 543966512 0 0 0 543966512 680355 366745 491343 243508 328305 2110256 680355 366745 491343 243508 328305 2110256 762 4381 6414 11557 327490 327490 113155283 107404635 97208002 104061359 124586536 546415815 0.99550 0.99510 0.00390 0.00480 X 0 0 0 0 0 0 0 0 1 15018 15018 0 PART II-B, LINE 1: A PORTION OF AOPO DUES ARE ALLOCATED TO LOBBYING ACTIVITIES. FOR 2023, $15,018 WAS ALLOCATED TO LOBBYING ACTIVITIES. 3552485 3552485 101831588 8958114 92873474 150645 140212 10433 9235968 3563132 5672836 8073686 4577551 3496135 105605363 DUE TO MEDICARE 4783334 DUE TO ONELEGACY FOUNDATION 738570 OPERATING LEASE LIABILITY 592754 6114658 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, 2023 AND 2022, 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 1071958 0 0 0 0 0 0 1071958 0 1071958 1 0 1 1 0 0 1 ONELEGACY FOUNDATION 1303 W OPTICAL DRIVE AZUSA CA 91702 452936915 501(C)(3) 2644120 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 761089 0 181875 0 173186 0 107641 0 35241 0 1259032 0 0 0 THOMAS D MONE CHIEF EXT. AFFAIRS OFFICER AND VP 0 474999 0 83125 0 45242 0 83858 0 21152 0 708376 0 0 CYNTHIA M PERLEY CFO 400000 0 97000 0 6764 0 67651 0 21762 0 593177 0 0 0 ROSEMARY O'MEEGHAN REF. MGMT MEDICAL DIRECTOR 343175 0 15929 0 46425 0 58803 0 24223 0 488555 0 0 0 TOM K SETO VP, INFORMATION TECHNOLOGY 298029 0 47055 0 32592 0 66255 0 33794 0 477725 0 0 0 ADAM R KENDALL PALLIATIVE CARE MEDICAL DIRECTOR 342692 0 15040 0 8235 0 37490 0 12908 0 416365 0 0 0 LUCYNDI M RAMIREZ SENIOR VP, EXTERNAL PARTNER 264983 0 10697 0 20376 0 57968 0 33668 0 387692 0 0 0 STEPHEN BURNS DIRECTOR OF SOFTWARE ENGINEER 212935 0 71232 0 8256 0 30387 0 33453 0 356263 0 0 0 AARON CHENG VP, REGULATORY COMPLIANCE AND EXTERN 259808 0 25000 0 1430 0 30884 0 33131 0 350253 0 0 0 ELIZABETH REID VP, CLINCIAL OPERATION 260520 0 25050 0 32633 0 17118 0 13168 0 348489 0 0 0 CHAD MARTIN S VILLANUEVA ADV. PRACTICE PROCUREMENT 271149 0 16101 0 0 0 40335 0 16593 0 344178 0 0 0 ADOLPHO TAPIA ADVANCED PRACTICE COORD 2 237262 0 17492 0 1149 0 18683 0 16581 0 291167 0 0 0 JESSE BRAVO DIRECTOR OF TISSUE OPERATION 182453 0 7858 0 28573 0 13672 0 20070 0 252626 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 ACCOUNTING AND FINANCE MANAGER AND VICE PRESIDENT OF FINANCE AND ACCOUNTING. FOLLOWING THE REVIEW, THE VICE PRESIDENT OF FINANCE AND ACCOUNTING 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 VICE PRESIDENT OF FINANCE AND ACCOUNTING 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 2023. 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). 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 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ONELEGACY FOUNDATION B 2644120 CASH