2025-11-14T13:52:33-06:00 2024-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990 2024-01-01 953138799 ONELEGACY ONEL 2132295600 1303 W OPTICAL DRIVE AZUSA CA 91702 MELISSA WOOD CHIEF FINANCIAL OFFICER 2132295600 2025-11-13 1 0 JULIE BOYER P01278549 2187275025 2025-11-13 2024 2025-03-06 01:10:19Z CHOWDARY P GARIMELLA 1303 W OPTICAL DRIVE AZUSA CA 91702 142795454 0 X WWW.ONELEGACY.ORG X 1977 CA RECOVER HUMAN ORGANS AND TISSUES FOR TRANSPLANT AND MEDICAL RESEARCH TO SAVE AND IMPROVE LIVES. 8 7 547 100 307 0 0 0 123930741 140187401 328305 2241745 327490 366308 124586536 142795454 2644120 4815063 0 0 50936650 57138794 0 0 0 67837483 66722783 121418253 128676640 3168283 14118814 141077500 217331658 29347952 90318246 111729548 127013412 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 110673239 4815063 140187401 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 THE REGION'S BRIDGE TO LIFE, CONNECTING DONORS TO PATIENTS IN NEED.DURING 2024, ONELEGACY HAD 740 RECOVERED DONORS, 2,470 ORGANS RECOVERED FOR TRANSPLANT, AND 1,940 ORGANS TRANSPLANTED TO ORGAN RECIPIENTS. 110673239 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 1 531 0 1 547 1 0 0 0 0 0 0 0 0 0 0 1 0 X 8 7 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 CHIEF EXECUTIVE OFFICER 40.00 20.00 X X 1011953 0 139130 JAMES ATKINSON MD CHAIR 6.75 0.25 X X 100000 0 0 WILLIAM CHERTOK VICE CHAIR 5.75 0.25 X X 50000 0 0 THOMAS ROSENTHAL MD SECRETARY 5.75 0.25 X X 40000 0 0 ROBERT BLACKMAN DIRECTOR 4.00 0.00 X 25000 0 0 GLORIA ANN BOHRER DIRECTOR (UNTIL 05/2024) 2.75 0.25 X 17500 0 0 WILLIAM GALLIO DIRECTOR (UNTIL 05/2024) 2.75 0.50 X 12500 0 0 JASON GRAY DIRECTOR 3.00 0.00 X 35000 0 0 DARYL OSBY DIRECTOR 3.00 0.00 X 25000 0 0 DARLINE P ROBLES DIRECTOR 3.00 0.00 X 25000 0 0 ART TORRES DIRECTOR (UNTIL 05/2024) 3.00 0.00 X 12500 0 0 THOMAS D MONE CHIEF EXTERNAL AFFAIRS OFFICER 20.00 40.00 X 0 609710 115319 TOM K SETO CHIEF INFORMATION OFFICER 40.00 0.00 X 442006 0 126773 MELISSA WOOD VP FINANCE 40.00 20.00 X 251305 0 41776 LUCYNDI M RAMIREZ SR VP EXTERNAL PRTNS 40.00 0.00 X 321724 0 92030 ELIZABETH REID VP CLINICAL OPERATIONS 40.00 0.00 X 352446 0 63531 AARON R CHENG ESQ VP REGULATORY AFFAIRS 40.00 0.00 X 347464 0 95265 BLANCA COHEN VP DONOR STRATEGY & PARTNERSHIPS 40.00 0.00 X 305939 0 56558 JESSE BRAVO DIRECTOR OF TISSUE OPERATIONS 40.00 0.00 X 253732 0 46278 ROSEMARY O'MEEGHAN REF MGMT MEDICAL DIRECTOR 40.00 0.00 X 421121 0 85769 ADAM R KENDALL PALLIATIVE CARE MED DIR 40.00 0.00 X 384442 0 36493 CHAD MARTIN S VILLANUEVA ORGAN TEAM LEAD NS 40.00 0.00 X 288396 0 58643 CHARLES A CHANG SR. DIRECTOR IT & FACILITIES 40.00 0.00 X 285744 0 56249 STEPHEN C BURNS DIR SOFTWARE ENGINEERING 40.00 0.00 X 268585 0 66844 CYNTHIA M PERLEY FORMER CHIEF FINANCIAL OFFICER 40.00 20.00 X 103327 0 57862 5380684 609710 1138520 128 1 1 0 EUROFINS DONOR & PRODUCT TESTING 6933 S REVERE PARKWAY CENTENNIAL CO 80112 SEROLOGY AND IMMUNOGENETICS TESTING 6959360 DONOR STAFF SUPPORT LLC 3584 RIDGEWOOD RD OTTAWA HILLS OH 43606 CONTRACT LABOR 1863971 UCLA IMMUNOGENETICS CENTER 757 WESTWOOD PLAZA LOS ANGELES CA 900957495 IMMUNOGENETICS TESTING 1350060 SECURE COURIER 483 ROYCE ST ALTADENA CA 91001 TRANSPORTATION 1288890 KING & SPALDING LLP 1180 PEACHTREE STREET NE SUITE 16 ATLANTA GA 30309 LEGAL SERVICES 1083324 71 ORGAN REVENUE 621500 114516016 114516016 TISSUE REVENUE 621500 24746694 24746694 SUBSCRIPTION REVENUE 621500 924691 924691 140187401 2106518 307 2106211 362500 0 362500 362500 362500 135227 0 135227 135227 135227 MISCELLANEOUS REVENUE 900099 3808 3808 3808 142795454 140187401 307 2607746 4815063 4815063 5176629 3108849 2067780 40269085 33753451 6515634 1816945 1508064 308881 6618892 5493680 1125212 3257243 2703512 553731 1359339 1359339 205984 205984 149495 149495 7587616 6454638 1132978 2021955 885289 1136666 2046542 1821422 225120 2831891 2152237 679654 788185 755243 32942 403903 213429 190474 1140089 1140089 7100532 5396404 1704128 1558882 1387405 171477 DIRECT PROCUREMENT COST 38704870 38704870 DUES AND SUBSCRIPTIONS 336738 142433 194305 DONOR PROMOTION 183497 84478 99019 TRAINING AND EDUCATION 127170 71826 55344 176095 80857 95238 128676640 110673239 18003401 0 0 18751 12577095 28794092 17122557 26366414 1463331 1644643 1892504 2514203 126094881 24249766 105605363 101845115 264910 53016253 1573476 1512378 578264 1619809 141077500 217331658 18176330 17673833 5056964 53382957 6114658 19261456 29347952 90318246 X 111729548 127013412 111729548 127013412 141077500 217331658 14118814 1165050 0 X 0 1 X 1 0 X 7307566 7307566 107037890 96712278 96503871 123930741 140187401 564372181 107037890 96712278 103811437 123930741 140187401 571679747 0 0 0 571679747 366745 491343 243508 328305 2468711 3898612 366745 491343 243508 328305 2468711 3898612 4381 6414 307 11102 327490 3808 331298 107404635 97208002 104061359 124586536 142660227 575920759 0.99260 0.99550 0.00680 0.00390 X 0 0 0 0 0 0 0 0 1 14080 14080 0 PART II-B, LINE 1: A PORTION OF AOPO DUES IS ALLOCATED TO LOBBYING ACTIVITIES. FOR 2024, $14,080 WAS ALLOCATED TO LOBBYING ACTIVITIES. 3552485 3552485 101871425 13813609 88057816 2470543 329292 2141251 9613911 4691404 4922507 8586517 5415461 3171056 101845115 DUE TO MEDICARE 17124478 DUE TO ONELEGACY FOUNDATION 491450 OPERATING LEASE LIABILITY 1645528 19261456 X PART X, LINE 2: ONELEGACY HAS BEEN RECOGNIZED AS ORGANIZATION 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 THROUGH 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, 2024 AND 2023, 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 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. AT DECEMBER 31, 2024, THE ORGANIZATION'S TAX YEARS 2021 THROUGH 2023 REMAIN OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE AUTHORITIES. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 1044078 0 0 0 0 0 0 1044078 0 1044078 1 0 1 1 0 0 1 ONELEGACY FOUNDATION 1303 W OPTICAL DRIVE AZUSA CA 91702 452936915 501(C)(3) 4815063 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 CHIEF EXECUTIVE OFFICER 750001 0 174375 0 87577 0 102040 0 37090 0 1151083 0 0 0 THOMAS D MONE CHIEF EXTERNAL AFFAIRS OFFICER 0 474999 0 80750 0 53961 0 89181 0 26138 0 725029 0 0 TOM K SETO CHIEF INFORMATION OFFICER 322865 0 81735 0 37406 0 90730 0 36043 0 568779 0 0 0 ROSEMARY O'MEEGHAN REF MGMT MEDICAL DIRECTOR 353100 0 24775 0 43246 0 60171 0 25598 0 506890 0 0 0 AARON R CHENG ESQ VP REGULATORY AFFAIRS 267500 0 71539 0 8425 0 59466 0 35799 0 442729 0 0 0 ADAM R KENDALL PALLIATIVE CARE MED DIR 353100 0 23573 0 7769 0 33082 0 3411 0 420935 0 0 0 ELIZABETH REID VP CLINICAL OPERATIONS 268040 0 71473 0 12933 0 49892 0 13639 0 415977 0 0 0 LUCYNDI M RAMIREZ SR VP EXTERNAL PRTNS 273027 0 23389 0 25308 0 56452 0 35578 0 413754 0 0 0 BLANCA COHEN VP DONOR STRATEGY & PARTNERSHIPS 220263 0 45100 0 40576 0 45464 0 11094 0 362497 0 0 0 CHAD MARTIN S VILLANUEVA ORGAN TEAM LEAD NS 271722 0 16674 0 0 0 41520 0 17123 0 347039 0 0 0 CHARLES A CHANG SR. DIRECTOR IT & FACILITIES 216057 0 44915 0 24772 0 43051 0 13198 0 341993 0 0 0 STEPHEN C BURNS DIR SOFTWARE ENGINEERING 218661 0 45407 0 4517 0 31391 0 35453 0 335429 0 0 0 JESSE BRAVO DIRECTOR OF TISSUE OPERATIONS 183715 0 38280 0 31737 0 25171 0 21107 0 300010 0 0 0 MELISSA WOOD VP FINANCE 249995 0 500 0 810 0 40692 0 1084 0 293081 0 0 0 CYNTHIA M PERLEY FORMER CHIEF FINANCIAL OFFICER 0 0 0 0 103327 0 56412 0 1450 0 161189 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 CEO AND CFO. 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. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY HUMAN RESOURCES AND APPROVED BY THE CEO. THE COMMITTEE KEEPS CONTEMPORANEOUS WRITTEN MINUTES OF ALL MEETINGS, INCLUDING ALL COMPENSATION DECISIONS. THE PROCESS WAS LAST DONE IN 2024. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ONELEGACY FOUNDATION C 4815063 CASH