2025-11-14T15:26:18-06:00 2024-12-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990 2024-01-01 341525159 LIFEBANC LIFE 2167525433 4775 RICHMOND ROAD CLEVELAND OH 441285919 JOSHUA MYERS CHIEF FINANCIAL OFFICER 2167525433 2025-11-14 1 0 MICHAEL KLEIN CPA P00359504 2168317171 2025-11-14 2024 2025-03-06 01:10:19Z JOSHUA MYERS 4775 RICHMOND ROAD CLEVELAND OH 441285919 39315361 0 X WWW.LIFEBANC.ORG X 1986 OH SAVING AND HEALING LIVES THROUGH ORGAN, EYE AND TISSUE DONATION. 18 18 238 193 0 0 729921 259016 77723859 38193594 480647 562306 373578 212021 79308005 39226937 0 0 0 0 22079948 22456983 0 0 99952 54641631 16912028 76721579 39369011 2586426 -142074 60520629 56068248 15477558 8454616 45043071 47613632 X MISSION: LIFEBANC SAVES AND HEALS LIVES.VISION: PURSUING A FUTURE WHERE ORGAN, EYE AND TISSUE DONATION IS EMBRACED AS AN HONOR AND A PERSONAL RESPONSIBILITY.VALUES: SERVICE, TEAMWORK, INTEGRITY, COMMITMENT, INNOVATION, QUALITY. 0 0 30690851 37719701 SINCE 1986, LIFEBANC HAS BEEN THE NORTHEAST OHIO NONPROFIT ORGANIZATION WORKING TO SAVE AND HEAL LIVES THROUGH ORGAN AND TISSUE DONATION. LIFEBANC BEGAN AS ONE OF THE ORIGINAL ORGAN PROCUREMENT ORGANIZATIONS IN THE UNITED STATES AND IS A LEADER IN THE FIELD AND A HIGHLY RESPECTED ORGANIZATION REGIONALLY AND NATIONALLY. LIFEBANC SERVES NORTHEAST OHIO'S POPULATION OF OVER FOUR MILLION PEOPLE AND WORKS WITH 80 HOSPITALS IN A 20-COUNTY AREA. VOLUNTEERS AND STAFF WORK TO EDUCATE THE PUBLIC ABOUT ORGAN AND TISSUE DONATION, ENCOURAGE INDIVIDUALS TO DESIGNATE THEIR DONATION DECISION AND OFFER GRIEF SUPPORT SERVICES TO FAMILIES TOUCHED BY DONATION. LIFEBANC IS GOVERNED BY A VOLUNTEER BOARD OF DIRECTORS; COMPRISED OF COMMUNITY MEMBERS, CLINICIANS, RECIPIENTS AND DONOR FAMILY MEMBERS, WHO DRIVE(CONTINUED ON SCHEDULE O)ORGANIZATIONAL STRATEGY WITH THE VISION OF A FUTURE WHERE ORGAN, EYE AND TISSUE DONATION IS EMBRACED AS AN HONOR AND A PERSONAL RESPONSIBILITY. IN 2024, 184 NORTHEAST OHIOANS GAVE THE GIFT OF LIFE THROUGH ORGAN DONATION AND ADDITIIONALLY 924 GAVE THE GIFTS OF TISSUE AND 594 GAVE THE GIFT OF EYE DONATION. THIS GENEROSITY RESULTED IN 548 ORGANS DONATED THAT SAVED THE LIVES OF 561 PEOPLE. THE AMOUNT OF PEOPLE SAVED BY ORGAN DONORS FROM NORTHEAST OHIO EACH YEAR HAS RISEN OVER 350% SINCE 2014. ORGANS FROM DONORS IN NORTHEAST OHIO WERE TRANSPLANTED TO RECIPIENTS IN NEARLY THREE DOZEN STATES AND THE DISTRICT OF COLUMBIA. MANY LIFE-SAVING AND HEALING PROCEDURES UTILIZE DONATED TISSUE. THE GIFTS OF TISSUE DONORS WILL SAVE THE LIVES OF BURN VICTIMS, REPAIR DAMAGED HEARTS, GIVE BACK MOBILITY AND RESTORE SIGHT TO TENS OF THOUSANDS OF PEOPLE. LIFEBANC PROVIDES EXTENSIVE CARE FOR THE FAMILIES OF DONORS THAT BEGINS AT THEIR FIRST MOMENT OF NEED AND EXTENDS FOR UP TO TWO YEARS PAST THE GIFTS OF THE DONATION. INCLUDED IS FREE GRIEF SUPPORT IN THE FORM OF INDIVIDUAL COUNSELING WITH A LICENSED THERAPIST, GROUP COUNSELING, AND HOST OF OTHER ACTIVITIES. IN 2024, LIFEBANC COMMUNICATED WITH 2,500 FAMILIES, PROVIDED EXTENSIVE HOURS OF INDIVIDUAL COUNSELING, AND OFFERED A VARIETY OF 10-WEEK SUPPORT GROUPS AND MULTIPLE ONE-TIME SEMINARS. LIFEBANC ALSO HELPS COORDINATE ANONYMOUS COMMUNICATION BETWEEN DONOR FAMILIES AND RECIPIENTS AND FACILITATED THOUSANDS OF CORRESPONDENCES/UPDATES. DESPITE THE INCREASE IN ORGAN, EYE AND TISSUE DONORS THERE REMAINS A CRITICAL ORGAN SHORTAGE IN THE UNITED STATES. THERE ARE CURRENTLY OVER 110,000 PEOPLE WAITING FOR A LIFE-SAVING ORGAN TRANSPLANT ACROSS THE COUNTRY. THERE MORE THAN 1,300 PEOPLE WAITING IN NORTHEAST OHIO ALONE. IN 2024, OVER 200 PEOPLE IN NORTHEAST OHIO EITHER DIED WAITING FOR AN ORGAN OR BECAME TOO SICK TO TRANSPLANT. THE BEST CHANCE THOSE STILL WAITING HAVE AT RECEIVING THE LIFE-SAVING TRANSPLANT THEY NEED IS BY INCREASING THE NUMBER OF PEOPLE WHO REGISTER THEIR WISHES TO BE AN ORGAN, EYE AND TISSUE DONOR. IN 2024, OVER 60,000 PEOPLE IN NORTHEAST OHIO REGISTERED FOR THE FIRST TIME ON THE OHIO DONOR REGISTRY. BEST CHANCE THOSE STILL WAITING HAVE AT RECEIVING THE LIFE-SAVING TRANSPLANT THEY NEED IS BY INCREASING THE NUMBER OF PEOPLE WHO REGISTER THEIR WISHES TO BE AN ORGAN, EYE AND TISSUE DONOR. 392338 ANNUALLY, LIFEBANC VOLUNTEERS AND STAFF EDUCATE MORE THAN 100,000 STUDENTS AND ADULTS IN AN EFFORT TO PROVIDE ACCURATE INFORMATION, ENGAGE THE PUBLIC AND INCREASE THE NUMBER OF REGISTERED ORGAN, EYE AND TISSUE DONORS. LIFEBANC ALSO PROVIDES BEREAVEMENT SUPPORT AND SERVICES TO FAMILIES TOUCHED BY DONATION. 31083189 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 43 0 1 238 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 0 0 OH X JOSHUA MYERS 2168204888 4775 RICHMOND RD CLEVELAND OH 441285919 CHERYL BAILEY BOARD MEMBER 1.00 X 0 0 0 RENEE BENNETT BOARD MEMBER 1.00 X 0 0 0 MARGIE DIAZ BOARD MEMBER 1.00 X 0 0 0 DANEEN MACE-VADJUNECMHHS RN-ONC TCR BOARD MEMBER 1.00 X 0 0 0 PAUL MALIE BOARD MEMBER 1.00 X 0 0 0 TANIA MARKARIAN DDS BOARD MEMBER 1.00 X 0 0 0 CANDICE MONROE BOARD MEMBER 1.00 X 0 0 0 COLLEEN MURNANE BOARD MEMBER 1.00 X 0 0 0 MARIANN PACAK BOARD MEMBER 1.00 X 0 0 0 MATTHEW SCHWABAUER BOARD MEMBER 1.00 X 0 0 0 CHRIS SHAY-DOWNER BOARD MEMBER 1.00 X 0 0 0 KELLY SKEAT BOARD MEMBER 1.00 X 0 0 0 JACQUES SMITH BOARD MEMBER 1.00 X 0 0 0 JENNIFER STRAZZELLA BOARD MEMBER 1.00 X 0 0 0 GORDON BOWEN CHIEF EXECUTIVE OFFICER 40.00 X 954610 0 38519 BARBARA DROBNEY SENIOR DIRECTOR OF FINANCE 40.00 X 279042 0 12850 DON CORPORA MBA SPHR PRESIDENT-ELECT & TREASURER 3.00 X 0 0 0 ALAN PAPA PRESIDENT 3.00 X 0 0 0 SARAH VURA SECRETARY 3.00 X 0 0 0 JIM WILL BOARD MEMBER 1.00 X 0 0 0 MICAH DAVIS CHIEF OPERATIONS OFFICER, 40.00 X 377603 0 46000 DEBRA COOPER CHIEF QUALITY OFFICER 40.00 X 297316 0 35650 HEATHER MEKESA SENIOR DIRECTOR OF EXTERNA 40.00 X 284277 0 15356 DONNA FERCHILL SENIOR DIRECTOR OF CLINICA 40.00 X 263022 0 18291 JEANNIE SURECK SENIOR DIRECTOR OF HUMAN R 40.00 X 249284 0 0 2705154 0 166666 7 0 1 0 EXAMWORKS INC PO BOX 492710 REDDING CA 96049 MEDICAL BILL REVIEW 221273 KOJI HASHIMOTO 25233 MAIDSTONE LANE BEACHWOOD OH 44122 MEDICAL DIRECTOR 100800 2 1100 257916 1100 259016 HUMAN ORGAN AND TISSUE PROCUREMEN 621500 36486944 36486944 MEDICARE REIMBURSEMENT 621500 1706650 1706650 38193594 562306 562306 144343 1100 88424 55919 55919 MISCELLANEOUS REVENUE 900099 156102 156102 156102 39226937 38349696 0 618225 1335275 1154819 180456 15897313 13718363 2144828 34122 727561 632034 95527 3069433 2610555 458878 1427401 1274484 150303 2614 35304 35304 47038 47038 97436 97436 112588 112588 601392 202121 399271 89576 1957 87557 62 1431828 3863 1395713 32252 192904 94665 97734 505 98342 58737 39605 160872 100470 59866 536 608343 379931 226386 2026 395027 395027 ORGAN & OTHER ACQ COSTS 9794273 9794273 VEHICLE & TRANSPORT 398250 390426 7726 98 COMMUNITY OUTREACH 392338 392338 REPAIRS & MAINTENANCE 122296 76378 45511 407 2334221 197775 2109116 27330 39369011 31083189 8185870 99952 3865466 6598380 18305364 8455465 343656 454327 556151 436436 17839293 6209710 12078445 11629583 21656899 24518959 3580471 3871743 134177 103355 60520629 56068248 11539978 4625416 3937580 3530334 0 298866 15477558 8454616 X 45043071 47613632 45043071 47613632 60520629 56068248 X -142074 2743457 -30822 X X 0 1 X 1 0 X 131289 358388 237892 729921 257916 1715406 50260513 54555971 61382395 77723859 38193594 282116332 50391802 54914359 61620287 78453780 38451510 283831738 11447 14115 11476 14682 12048 63768 0 11447 14115 11476 14682 12048 63768 283767970 328667 347824 378566 480647 562306 2098010 328667 347824 378566 480647 562306 2098010 137039 171502 348051 342134 145443 1144169 141499 243835 101826 165635 156102 808897 50999007 55677520 62448730 79442196 39315361 287882814 0.98570 0.98770 0.00730 0.00640 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 141,499. 2021 AMOUNT: $ 243,835. 2022 AMOUNT: $ 101,826. 2023 AMOUNT: $ 165,635. 2024 AMOUNT: $ 156,102. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97436 97436 39359999 39457435 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 21600 21600 81600 97436 222236 250000 250000 250000 250000 1000000 1500000 3580471 13514 510893 233135 3871743 3249456 455000 456664 580649 3580471 4141618 -592162 300000 3249456 3228476 500000 413142 4141618 2468579 351000 408897 3228476 1.00000 1 0 2535043 2535043 10382625 2677534 7705091 213434 209324 4110 4271740 2992898 1278842 436451 329954 106497 11629583 CLEV FDTN POOL FUND 3871743 F 3871743 DEFERRED COMPENSATION 298866 298866 X 41915408 2743457 57602 2801059 39114349 112588 112588 39226937 39344847 88424 88424 39256423 112588 112588 39369011 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CURRENTLY CONSISTS OF A FUND DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS AN ENDOWMENT. IT IS DESIGNATED EXCLUSIVELY FOR OUTREACH, EDUCATION, AND BEREAVEMENT SUPPORT. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RULED THAT LIFEBANC QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT FEDERAL INCOME TAX LAWS. THE ORGANIZATION HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND DOES QUALIFY FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). LIFEBANC FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. LIFEBANC'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. IN EVALUATING THE ORGANIZATION'S ACTIVITIES, MANAGEMENT BELIEVES ITS POSITION OF TAX-EXEMPT STATUS IS APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES, AND THERE HAVE BEEN NO UNCERTAIN POSITIONS TAKEN RELATED TO RECORDING INCOME TAXES. MANAGEMENT HAS ALSO ASSESSED THAT THERE ARE NO ACTIVITIES UNRELATED TO THE PURPOSE OF LIFEBANC AND THEREFORE NO TAX IS TO BE RECOGNIZED. IT IS THE POLICY OF LIFEBANC TO INCLUDE IN MANAGEMENT AND GENERAL EXPENSES PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES. THERE ARE NO PENALTIES OR INTEREST FROM TAXING AUTHORITIES INCLUDED IN MANAGEMENT AND GENERAL EXPENSES FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST SWAP -30,822. SPECIAL EVENT EXPENSE 88,424. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 88,424. GIFT OF LIFE WALK & RUN 145443 1100 144343 88424 145443 1100 144343 88424 88424 55919 X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 GORDON BOWEN CHIEF EXECUTIVE OFFICER 517486 0 12500 0 424624 0 37999 0 520 0 993129 0 0 0 MICAH DAVIS CHIEF OPERATIONS OFFICER, 334775 0 40792 0 2036 0 46000 0 0 0 423603 0 0 0 DEBRA COOPER CHIEF QUALITY OFFICER 259891 0 34825 0 2600 0 30500 0 5150 0 332966 0 0 0 HEATHER MEKESA SENIOR DIRECTOR OF EXTERNA 248072 0 34336 0 1869 0 7056 0 8300 0 299633 0 0 0 BARBARA DROBNEY SENIOR DIRECTOR OF FINANCE 243993 0 33028 0 2021 0 4550 0 8300 0 291892 0 0 0 DONNA FERCHILL SENIOR DIRECTOR OF CLINICA 223524 0 37481 0 2017 0 14771 0 3520 0 281313 0 0 0 JEANNIE SURECK SENIOR DIRECTOR OF HUMAN R 219945 0 27337 0 2002 0 0 0 0 0 249284 0 0 0 PART I, LINE 4B GORDON BOWEN $408,015 FORM 990, PART VI, SECTION B, LINE 11B CHEIF FINANCIAL OFFICER WILL REVIEW THE 990 PRIOR TO FILING WITH THE IRS, MAKE ANY NECESSARY CHANGES AND FINALIZE WITH THE ACCOUNTING FIRM. ONCE FINALIZED, CFO WILL SUBMIT THE 990 TO THE FINANCE COMMITTEE AND BOARD OF TRUSTEES FOR REVIEW AND SUBSEQUENT APPROVAL FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE IN THE ORGANIZATION SHOULD BE MADE TO THE CHIEF EXECUTIVE OFFICER/DESIGNEE (OR IF HE/SHE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD PRESIDENT), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF. DISCLOSURE INVOLVING OFFICERS SHOULD BE MADE TO THE BOARD PRESIDENT, (OR IF HE/SHE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-PRESIDENT) WHO SHALL BRING THESE MATTERS TO THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF. THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF, SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO LIFEBANC. THE DECISION OF THE BOARD OR DULY CONSTITUTED COMMITTEE THEREOF ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF LIFEBANC AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE HR DIRECTOR, AT THE DIRECTION OF THE BOARD CHAIR, PROVIDES THE BOARD CHAIR WITH SURVEY INFORMATION ON CEO COMPENSATION FROM TWO SOURCES, ERC AND AOPO. THE BOARD CHAIR REVIEWS THE COMPENSATION INFO AND SHARES IT WITH THE REST OF THE BOARD. CEO COMPENSATION FOR THE FOLLOWING YEAR IS DISCUSSED AND APPROVED IN EXECUTIVE SESSION AT THE YEAR-END BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. RECOVERY STATISTICS ARE PUBLISHED ON THE ORGANIZATION WEBSITE AND NEWSLETTER. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST RATE SWAP -30,822. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.