2025-07-28T16:02:37-05:00 2024-12-31 581763570 JONES AND KOLB 3475 PIEDMONT ROAD NE SUITE 1500 ATLANTA GA 30305 990 2024-01-01 582075193 Georgia Transplant Foundation Inc GEOR 7704573796 2201 Macy Drive Roswell GA 30076 Rita Michaels Executive Director 7704573796 2025-07-07 1 0 ANN M THOMPSON P00719770 4042627920 2024 2025-03-06 01:10:19Z Rita Michaels 2201 Macy Drive Roswell GA 30076 12561027 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. 23 23 8 350 0 0 3144867 2840820 9170 8976 297642 1225793 31545 -3158 3483224 4072431 2567315 2423669 0 0 625736 747970 0 0 123877 260303 272374 3453354 3444013 29870 628418 11143558 11729874 97554 97971 11046004 11631903 X Georgia Transplant Foundation ("GTF") exists to bridge the financial and emotional gaps faced by organ transplant candidates, recipients, and their families throughout Georgia. In 2024, GTF continued to provide a comprehensive portfolio of programs, including financial assistance, educational initiatives, mentoring and support services, and return-to-work readiness through the JumpStart Program. GTF also hosted multiple community-based events, including the Trends in Transplant Conferences in four cities, to promote education, peer connection, and empowerment among those impacted by transplantation. With a strong focus on sustainability and equity, GTF worked closely with transplant centers, social workers, and community partners to reach patients in both urban and rural areas, ensuring that life-saving support was accessible regardless of income or geography. In 2024, GTF's patient programs and services were utilized by 1,899 Georgians impacted by transplantation. 0 0 3037818 2396669 8976 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 the financial burdens that often jeopardize access to care, treatment adherence, or post-transplant recovery. In 2024, GTF's Access to Care and Transplant Fundraising Program provided guidance, resources, and matching financial support to help patients and their families raise funds to offset transplant-related expenses not covered by insurance or other sources. Additionally, GTF offered Direct Financial Assistance with expenses such as medication, insurance premiums, transportation, temporary lodging, dental needs, and transplant evaluations. Each request for assistance is needs-based, thoroughly evaluated with clinical input, and requires verification of financial hardship due to transplant-related loss of income, social worker validation, and proof of Georgia residency. These programs served as a vital safety net for 1,650 patients and their families in 2024, helping prevent disruptions in care and allowing patients to focus on their health and recovery. 27000 27000 Program Development: In 2024, Georgia Transplant Foundation focused on strengthening its core programs while making targeted adjustments to ensure long-term sustainability. Two underutilized programs were phased out to reallocate resources toward high-impact services, following a careful review process and social worker feedback. GTF enhanced its Evaluation Assistance and Dental Assistance programs to better serve pre- and post-transplant patients and expanded awareness of its services outside metro Atlanta through targeted outreach to dialysis centers, clinics, and transplant social workers statewide. Additionally, the organization laid important groundwork for long-term outreach growth, including refining patient data collection protocols, and increasing touchpoints within African American communities. These efforts supported GTF's mission to serve as a bridge between hope and opportunity for Georgia's transplant community. 3064818 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 13 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 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 David Markham Immediate Past-President 1.00 X X 0 0 0 Lester Crowell Director 1.00 X 0 0 0 Jennie Perryman 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 Scott Blackard 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 Meghan Muldoon Director 1.00 X 0 0 0 Robert Paredes Director 1.00 X 0 0 0 Preeti Reshamwala Director 1.00 X 0 0 0 Kristianna A Singh 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 103585 0 44634 Lisa Carlotta Director of Finance 40.00 X 125524 0 29637 229109 0 74271 2 0 1 0 0 91555 2749265 2840820 Administrative fees 900099 8976 8976 8976 292649 292649 9301316 8368172 933144 933144 933144 117266 91555 120424 -3158 -3158 4072431 8976 0 1222635 2423669 2423669 303380 188745 92402 22233 346379 290877 12830 42672 11637 8737 696 2204 36169 29320 2939 3910 50405 37407 7867 5131 3605 3605 26556 3528 21264 1764 61829 61829 19832 9859 1113 8860 7830 1958 3915 1957 11202 5601 2801 2800 15803 3951 7902 3950 3514 3514 51598 26481 16043 9074 32343 16495 6469 9379 10644 3388 4814 2442 Postage & shipping 10613 5413 2123 3077 Equipment maintenance 7144 1786 3572 1786 Bank charges 5564 1898 2275 1391 Printing & reproduction 4297 2191 859 1247 3444013 3064818 255318 123877 2966076 681974 31087 13558 27616 21550 730602 321746 411948 408856 7706831 10603936 11143558 11729874 91235 96663 6319 1308 97554 97971 X 2490442 3235547 8555562 8396356 11046004 11631903 11143558 11729874 628418 -42519 0 X 0 1 X 1 0 X 2844262 2956832 2881532 3144867 2840820 14668313 2844262 2956832 2881532 3144867 2840820 14668313 10430558 4237755 203048 269985 285788 252329 292649 1303799 15972112 52096 0.26530 0.27680 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 177517 394693 158392 144229 14163 408856 X 4088507 -42519 -42519 4131026 61829 -120424 -58595 4072431 3502608 0 3502608 61829 -120424 -58595 3444013 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 -120,424. Part XII, Line 4b - Other Adjustments: Direct cost of special events -120,424. Celebrate Life 208821 91555 117266 1430 61638 24000 33356 208821 91555 117266 1430 61638 24000 33356 120424 -3158 1 Financial Assistance Programs 1650 2396669 FMV Scholarships 32 27000 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 1 0 0 0 0 0 0 0 0 Lisa Carlotta Director of Finance 91524 0 0 0 34000 0 6057 0 23580 0 155161 0 0 0 Part I, Line 4a Lisa Carlotta was paid severance of $34,000. Form 990, Part VI, Section A, line 2 Pretti Reshamwala and Chad Mao are married and are both Board members of GTF. 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 inteterest policy, and financial statements are available upon request.