2025-11-03T14:46:32-06:00 2024-12-31 420714325 RSM US LLP 4650 EAST 53RD STREET DAVENPORT IA 528073479 990 2024-01-01 463570900 DONATE LIFE FOUNDATION DONA 3147358200 1110 HIGHLANDS PLAZA DR EAST 100 ST LOUIS MO 63110 KEVIN LEE PRESIDENT/CEO 3147358200 2025-10-31 1 1 JENIFER L CHASE P01306883 5638884000 2025-10-31 2024 2025-03-06 01:10:19Z MID-AMERICA TRANSPLANT FOUNDATION KEVIN LEE 1110 HIGHLANDS PLAZA DR EAST 100 ST LOUIS MO 63110 36815887 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. 11 11 1 109 150431 141649 2433595 164208 70735 95490 9871853 3829134 0 0 12376183 4088832 2700777 3244587 0 0 199394 170745 0 0 0 1118708 1230968 4018879 4646300 8357304 -557468 85512459 90665278 100364 494144 85412095 90171134 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 2800191 1398478 95490 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 2024, THE FAMILY HOUSE SUPPORTED 129 RECIPIENTS AND FAMILIES WITH OVER 6,500 NIGHTS OCCUPIED. 969994 969994 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. 876115 876115 0 THE CLINICAL INNOVATION FUND SUPPORTS CLINICAL RESEARCH IN THE AREA OF ORGAN, TISSUE, AND EYE DONATION AND TRANSPLANTATION. 4646300 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 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 16 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X KEVIN LEE 3147358200 1110 HIGHLANDS PLAZA DR EAST 100 ST LOUIS MO 63110 KEVIN LEE PRESIDENT/CEO 1.00 36.50 X 0 475115 60380 JENNIFER DAVIS DIRECTOR 1.00 X 800 0 0 EMILY GIVENS DIRECTOR 1.00 X 500 0 0 DWAYNE INGRAM DIRECTOR 1.00 X 800 0 0 GABRIELLE KENNEDY DIRECTOR 1.00 X 800 0 0 ELLEN BARNIDGE CHAIR 1.00 X X 0 0 0 PATTY MORROW DIRECTOR 1.00 X 0 0 0 ROBERT REAM DIRECTOR 1.00 X 0 0 0 JOHN REED DIRECTOR 1.00 X 500 0 0 RON YOUNG DIRECTOR 1.00 X 800 0 0 GENE RIDOLFI VICE CHAIR 1.00 X X 500 0 0 JORGE RIOPEDRE SECRETARY/TREASURER 1.00 X X 500 0 0 LAUREN BRENNER EXECUTIVE DIRECTOR 5.00 32.50 X 0 188086 42629 5200 663201 103009 0 0 1 0 ABSOLUTE TITLE LLC 8081 MANCHESTER ROAD ST LOUIS MO 63144 TITLE PROCESSING 301919 1 164208 164208 FAMILY HOUSE REVENUE 900099 95490 95490 95490 2214117 150431 2063686 34342072 32727055 1615017 1615017 1615017 4088832 95490 150431 3678703 3110085 3110085 134502 134502 148868 148868 9924 9924 5433 5433 6520 6520 2156 2156 4410 4410 119618 119618 176479 176479 527 527 30220 30220 76534 76534 56584 56584 40540 40540 16706 16706 521921 521921 507 507 REPAIRS AND MAINTENANCE 115380 115380 UBI TAX EXPENSE 69386 69386 4646300 4646300 0 0 237276 833205 3960 13430 1436 0 12959700 1224948 11922812 11734752 73255083 78018106 91892 65785 85512459 90665278 19349 427790 81015 66354 100364 494144 X 85412095 90171134 85412095 90171134 85512459 90665278 -557468 5316507 0 X X 0 1 X 1 0 X X 1 MID-AMERICA TRANSPLANT SERVICES 277426306 10 1 0 0 1 0 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 (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 898480 898480 11746656 1067666 10678990 314564 157282 157282 11734752 MONEY MARKET FUNDS 3044946 F MUNICIPAL BONDS 486475 F CORPORATE BONDS 2861378 F FOREIGN BONDS 242869 F MUTUAL FUNDS 61636954 F U.S. TREASURIES 2616387 F ALTERNATIVE INVESTMENTS 7129097 F 78018106 LEASE LIABILITY 66354 66354 X 9285721 5316507 5316507 3969214 119618 119618 4088832 4526682 0 4526682 119618 119618 4646300 PART X, LINE 2: DONATE LIFE FOUNDATION (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 FOUNDATIONS TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FINANCIAL ACCOUNTING STANDARDS BOARDS (FASB) FASB ACCOUNTING STANDARDS CODIFICATION (ASC) SUBTOPIC 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 FOUNDATION HAS NOT TAKEN ANY UNCERTAIN TAX POSITION THAT SHOULD BE ACCOUNTED FOR UNDER ASC 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 954410 0 0 0 0 0 0 954410 0 954410 1 0 1 0 1 0 1 WASHINGTON UNIVERSITY 700 ROSEDALE AVE ST LOUIS MO 63112 430653611 501(C)(3) 681130 0 SCIENCE-CLINICAL INNVOVATION LOST & FOUND GRIEF CENTER 1555 S GLENSTONE AVE SPRINGFIELD MO 65804 431896981 501(C)(3) 100000 0 COMMUNITY-GRIEF CENTERS 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) 100000 0 COMMUNITY-GRIEF CENTERS FAMILY HOSPICE OF BELLEVILLE AREA 5110 WEST MAIN STREET BELLEVILLE IL 62226 371279271 501(C)(3) 100000 0 COMMUNITY-GRIEF CENTERS CASA DE SALUD 3200 CHOUTEAU AVE ST LOUIS MO 63103 270732049 501(C)(3) 99664 0 COMMUNITY-PREVENTIVE HEALTH BAPTIST MEMORIAL HEALTHCARE FOUNDATION 4802 EAST JOHNSON STREET JONESBORO AR 72401 261214372 501(C)(3) 100000 0 COMMUNITY-GRIEF CENTERS GIFT OF LIFE 6405 METCALF AVE SUITE 100 OVERLAND PARK KS 66202 481198979 501(C)(3) 67500 0 COMMUNITY-PREVENTIVE HEALTH UNIVERSITY OF MISSOURI ST LOUIS ONE UNIVERSITY BLVD ST LOUIS MO 63121 436003859 501(C)(3) 100000 0 COMMUNITY-GRIEF CENTERS INFANT LOSS RESOURCES INC 1120 S SIXTH STREET NO 500 ST LOUIS MO 63104 431344645 501(C)(3) 97830 0 COMMUNITY-GRIEF CENTERS ST LOUIS UNIVERSITY 3700 WEST PINE MALL ST LOUIS MO 63108 430654872 501(C)(3) 496774 0 SCIENCE-CLIN INNV & INVESTIGATOR ST LOUIS COMMUNITY COLLEGE FOUNDATION 3221 MCKELVEY BRIDGETON MO 63044 431374500 501(C)(3) 8500 0 COMMUNITY-GRIEF CENTERS EYE THRIVE 229 MILLWELL DRIVE MARYLAND HEIGHTS MO 63043 200265693 501(C)(3) 100000 0 COMMUNITY-PREVENTIVE HEALTH ST LOUIS REGIONAL HEALTH COMMISSION 5501 DELMAR BLVD STE B230 ST LOUIS MO 63112 431883638 501(C)(3) 35000 0 COMMUNITY-GRIEF CENTERS UNIVERSITY OF MISSOURI CURATORS 202 CENTENNIAL HALL 300 W 12TH ROLLA MO 65409 266440629 501(C)(3) 209304 0 SCIENCE-CLINICAL INNVOVATION SOUTHEAST MISSOURI STATE UNIVERSITY ONE UNIVERSITY WAY CAPE GIRARDEAU MO 63701 471291797 501(C)(3) 25000 0 SCHOLARSHIPS GATEWAY REGIONAL YMCA 2815 SCOTT AVE STE D ST LOUIS MO 63103 430653616 501(C)(3) 35000 0 SUPPORT DIABETES AND HYPERTENSION PROGRAMS UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES FOUNDATION 4301 W MARKHAM ST 716 LITTLE ROCK AR 72205 716056774 501(C)(3) 35000 0 SUPPORT PATIENT NAVIGATION SERVICES IN NORTHEAST ARKANSAS 17 0 TRANSPLANT PATIENTS' GENERAL SUPPORT 114 106876 CRISIS FUND 7 11820 SCHOLARSHIPS 18 15806 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 1 0 0 0 0 0 0 0 KEVIN LEE PRESIDENT/CEO 0 398493 0 74880 0 1742 0 35202 0 25178 0 535495 0 0 LAUREN BRENNER EXECUTIVE DIRECTOR 0 159282 0 27764 0 1040 0 8099 0 34530 0 230715 0 0 PART I, LINE 4B KEVIN LEE, PRESIDENT/CEO, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN SPONSORED BY MID-AMERICA TRANSPLANT SERVICES, SOLE MEMBER OF DONATE LIFE FOUNDATION. DURING THE TAX YEAR, MID-AMERICA TRANSPLANT SERVICES MADE AN $18,000 CONTRIBUTION CREDIT INTO THE PARTICIPANT'S RETIREMENT PLAN. THIS AMOUNT IS INCLUDED IN DEFERRED COMPENSATION ON FORM 990, PART VII AND SCHEDULE J, PART II. THERE WERE NO DISTRIBUTIONS FROM THE PLAN IN 2024. FORM 990, PART VI, SECTION A, LINE 1A BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE ON-GOING OVERSIGHT OF THE AFFAIRS OF DONATE LIFE FOUNDATION MAY BE CONDUCTED BY AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE OFFICERS OF THE BOARD OF DIRECTORS. 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 (FOUNDATION), MID-AMERICA TRANSPLANT SERVICES HAS THE EXCLUSIVE POWER TO ELECT ANY DIRECTOR TO THE FOUNDATION'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 FOUNDATION'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 ON THE BOARD MEMBER INTERNET PORTAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. 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 C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: DONATE LIFE FOUNDATION 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 MID-AMERICA TRANSPLANT SERVICES Q 169178 FAIR MARKET VALUE