2025-05-13T14:59:19-05:00 2024-06-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-07-01 592193032 LIFELINK FOUNDATION INC LIFE 8132532640 9661 DELANEY CREEK BOULEVARD TAMPA FL 33619 PATRICK BRISLEY CFO 8132532640 2025-05-09 1 1 LISA BURKE P00220718 8169455500 2023 2025-03-06 01:10:19Z STEPHANIE HERNANDEZ 9661 DELANEY CREEK BOULEVARD TAMPA FL 33619 197778909 0 X LIFELINKFOUNDATION.ORG X 1982 FL TO HONOR DONORS AND SAVE LIVES THROUGH ORGAN AND TISSUE DONATION. 19 12 762 248 165435 36049 0 0 152642230 158934068 4339542 8571121 169095 165435 157150867 167670624 175239 468059 0 0 73096294 81449483 0 0 0 68246577 74633978 141518110 156551520 15632757 11119104 269289075 291620912 39756078 39870108 229532997 251750804 X TO HONOR DONORS AND SAVE LIVES THROUGH ORGAN AND TISSUE DONATION. (EXPANDED MISSION ON SCHEDULE O) 0 0 82542490 468059 94787193 LIFELINK FOUNDATION ORGAN PROCUREMENT ORGANIZATIONS: LIFELINK OF FLORIDA, LIFELINK OF GEORGIA, AND LIFELINK OF PUERTO RICO PARTNER WITH HOSPITALS TO PROVIDE RESOURCES AND COMFORT TO FAMILIES THROUGH THE PROCESS OF ORGAN DONATION IN 15 FLORIDA COUNTIES, THE STATE OF GEORGIA AND TWO COUNTIES IN SOUTH CAROLINA, AND THE COMMONWEALTHS OF PUERTO RICO AND US VIRGIN ISLANDS, RESPECTIVELY. THEY CARRY OUT THE DECISIONS OF REGISTERED DONORS AND THOSE FAMILIES WHO SAID "YES" TO DONATION AND HONOR THE LIFE OF EACH DONOR BY PROVIDING ORGANS FOR TRANSPLANT TO AS MANY PATIENTS AS POSSIBLE. (CONTINUED ON SCHEDULE O)THE ACT OF ORGAN DONATION GIVES PATIENTS WITH CRITICAL CONDITIONS A SECOND CHANCE AT LIFE. ONE ORGAN DONOR CAN SAVE 8 LIVES. THANKS TO A DONOR HERO'S LIFESAVING GIFTS, MANY TRANSPLANT RECIPIENTS GO ON TO LEAD NORMAL, ACTIVE AND PRODUCTIVE LIVES. THANKS TO THE GENEROSITY OF ORGAN DONORS AND THEIR FAMILIES, LIFELINK OF FLORIDA, LIFELINK OF GEORGIA AND LIFELINK OF PUERTO RICO FACILITATED 2,629 LIFE-SAVING ORGAN TRANSPLANTS DURING THE 2024 FISCAL YEAR. EACH LIFELINK OPO CONTRIBUTED TO THESE EFFORTS, WITH LIFELINK OF FLORIDA FACILITATING RECOVERY OF 368 DONORS, LEADING TO 933 ORGANS BEING TRANSPLANTED, A 7% INCREASE OVER LAST YEAR. LIFELINK OF GEORGIA TRANSPLANTED 1,399 ORGANS FROM THE RECOVERY OF 467 DONORS. LIFELINK OF PUERTO RICO RECOVERED FROM 121 DONORS AND TRANSPLANTED 297 ORGANS, A 34% INCREASE IN TRANSPLANTS OVER THE PREVIOUS YEAR. INCREASES IN DONATION ARE THE RESULT OF INTERNAL COLLABORATION, AS WELL AS COLLABORATION WITH PARTNER HOSPITALS AND THE COMMUNITY, IMPLEMENTATION AND EVALUATION OF PROCESS IMPROVEMENT, STAFF COMMITMENT TO EXCELLENCE, AND MOST OF ALL, DONOR FAMILY SUPPORT AND THE FORETHOUGHT OF INDIVIDUALS WHO CHOSE TO JOIN THEIR RESPECTIVE STATE DONOR REGISTRIES. AN EXAMPLE OF COLLABORATION WITH OUR PARTNER HOSPITALS HAS BEEN THE LIFELINK ORGAN RECOVERY CENTER (ORC) AT PIEDMONT ATLANTA HOSPITAL. ONE OF ONLY A FEW SUCH FACILITIES IN THE NATION, THE ORC ENHANCES THE LIFESAVING GIFTS PROVIDED BY GENEROUS ORGAN DONORS THROUGH EXPERT CLINICAL MANAGEMENT, WHILE CONTINUING TO SUPPORT DONOR FAMILIES THROUGH THE DONATION PROCESS WITH COMPASSIONATE, PERSONALIZED CARE. A SIMILAR CONCEPT OF DEDICATED SPACE HAS BEEN IMPLEMENTED AT TAMPA GENERAL HOSPITAL IN TAMPA, FLORIDA FOR OUR LIFELINK FLORIDA OPO AND AT AUXILIO MUTUO IN PUERTO RICO FOR OUR LIFELINK PUERTO RICO OPO. PARTNERSHIP WITH HOSPITALS DOES NOT END WITH ENGAGEMENT IN CLINICAL DONOR MANAGEMENT AND ORGAN RECOVERY. LIFELINK OPOS ALSO WORKED WITH 383 LOCAL HOSPITALS THROUGHOUT THE FOUNDATION SERVICE AREA TO CREATE A DONATION FRIENDLY COMMUNITY WITHIN HOSPITALS AND THE AREAS WE BOTH SERVE. THIS RESULTED IN NATIONAL RECOGNITION FOR INCREASING ORGAN, EYE, AND TISSUE DONOR REGISTRATIONS THROUGH THE WORKPLACE PARTNERSHIP FOR LIFE (WPFL) HOSPITAL ORGAN DONATION CAMPAIGN. 52746691 52773166 LIFELINK TISSUE BANK: LIFELINK TISSUE BANK IS A DEDICATED STEWARD OF THE LEGACY ENTRUSTED TO US BY TISSUE DONORS AND THEIR FAMILIES. WE HONOR EACH TISSUE DONOR BY SAFELY PROVIDING AN ENHANCED QUALITY OF LIFE TO AS MANY PEOPLE AS POSSIBLE THROUGH TISSUE TRANSPLANTATION AND INNOVATIVE RESEARCH TO IMPROVE PATIENT CARE. (CONTINUED ON SCHEDULE O) GENEROUS TISSUE DONORS MADE POSSIBLE MORE THAN 78,000 MUSCULOSKELETAL TISSUE GRAFTS TO ENHANCE THE LIVES OF PATIENTS IN NEED OF TISSUE TRANSPLANTATION. ADDITIONALLY, THROUGH BIRTH TISSUE DONATION, THE ONLY DONATION LIFELINK FACILITATES FROM LIVING DONORS, NEARLY 65,000 GRAFTS WERE MADE AVAILABLE TO HELP PATIENTS RECOVER FROM DIFFICULT-TO-HEAL WOUNDS, DIABETIC ULCERS AND DURING OTHER LIFE ENHANCING SURGICAL PROCEDURES.TISSUES RECOVERED BY LIFELINK TISSUE BANK: SKIN: PRIMARILY USED TO ASSIST IN THE HEALING OF BURN PATIENTS BONE: USED FOR A VARIETY OF ORTHOPEDIC AND SPINAL PROCEDURES TENDONS: OFTEN USED ON SPORTS-RELATED INJURIES VALVES: USED COMMONLY IN HEART VALVE REPLACEMENT SURGERIES BIRTH TISSUE: PLACENTAL TISSUE DONATED BY NEW MOTHERS AFTER THE BIRTH OF THEIR BABY AND THE ONLY TISSUE RECOVERED AND PROCESSED BY LIFELINK TISSUE BANK FROM A LIVING DONOR, IS UTILIZED AS A WOUND COVERING. TISSUES PROCESSED AND DISTRIBUTED BY LIFELINK TISSUE BANK: SPINAL GRAFTS: DESIGNED TO PROMOTE FUSION AND HELP PATIENTS WHO SUFFER FROM SEVERE AND/OR CHRONIC PAIN TO LEAD NORMAL LIVES. SPORTS GRAFTS: USED IN JOINT RESTORATION PROCEDURES TO HELP RESTORE MOVEMENT TO PATIENTS SUFFERING FROM PAIN AND DISCOMFORT THAT PREVENTS THEM FROM ENJOYING ACTIVE LIFESTYLES. GENERAL ORTHOPEDIC GRAFTS: HELP TO PROMOTE BONE FORMATION, OPTIMIZE HEALING AND ACCELERATE A PATIENT'S RETURN TO NORMAL FUNCTION. FRESH AMNIOTIC BIRTH TISSUE TO TREAT DIABETIC FOOT ULCERS AND OTHER DIFFICULT TO CLOSE WOUNDS. 11905269 11373709 LIFELINK TRANSPLANTATION IMMUNOLOGY LABORATORY: LIFELINK TRANSPLANTATION IMMUNOLOGY LABORATORY BRINGS THE LEGACY ESTABLISHED BY ORGAN DONORS AND THEIR FAMILIES TO LIFE BY SERVING AS THE MATCHMAKER BETWEEN ORGAN DONORS AND POTENTIAL TRANSPLANT RECIPIENTS. WE CONTINUE TO HONOR DONORS BY ENSURING THE LONGEVITY OF RENEWED LIFE WITH DILIGENT POST-TRANSPLANT MONITORING AND INNOVATIVE RESEARCH TO IMPROVE PATIENT CARE. (CONTINUED ON SCHEDULE O)DURING THE 2024 FISCAL YEAR, THE LIFELINK TRANSPLANTATION IMMUNOLOGY LABORATORY FACILITATED 1,089 LIFESAVING TRANSPLANTS FOR SIX TRANSPLANT CENTERS SERVED. THEY ALSO EVALUATED 641 LIVING DONORS AND 961 DECEASED DONORS AND CONDUCTED OVER 43,000 TRANSPLANT RELATED TESTS. IN ADDITION, THE LIFELINK TRANSPLANTATION IMMUNOLOGY LABORATORY IMPLEMENTED HLA TYPING BY NEXT-GENERATION SEQUENCING (NGS) TO BETTER ASSESS THE COMPATIBILITY OF A DONOR AND A POTENTIAL RECIPIENT. RESEARCH AND DEVELOPMENT: THE PRIMARY GOAL OF LIFELINK IS TO RECOVER LIFESAVING ORGANS AND TISSUES FOR TRANSPLANTATION. HOWEVER, THERE ARE INSTANCES WHEN THOSE ORGANS AND/OR TISSUES ARE UNABLE TO BE TRANSPLANTED, IN WHICH CASE THEY CAN STILL BE DIRECTED TO HELP OTHERS IN NEED THROUGH RESEARCH INITIATIVES. RESEARCH AND DEVELOPMENT AIDS LIFELINK EFFORTS TO MAXIMIZE ALL GIFTS OF DONATION WITH A SHARED GOAL TO BENEFIT DONATION AND TRANSPLANTATION OUTCOMES THROUGH SCIENTIFIC ENDEAVORS. PUBLIC EDUCATION: PUBLIC AND PROFESSIONAL EDUCATION IN GEORGIA, FLORIDA, AND PUERTO RICO: THE PUBLIC AFFAIRS AND MULTICULTURAL DONATION EDUCATION PROGRAM TEAMS WORK TO PROVIDE DONATION EDUCATION AND INCREASE DONOR REGISTRATION ACROSS VARIOUS AUDIENCES INCLUDING DRIVER LICENSE ISSUING OFFICES, HOSPITALS, YOUTH, FAITH, AND MINORITY COMMUNITIES. LIFELINK UTILIZES VOLUNTEERS THROUGHOUT OUR SERVICE AREAS TO SHARE DONATION AND TRANSPLANT STORIES WHILE ENCOURAGING INDIVIDUALS TO MAKE A LIFESAVING DECISION BY REGISTERING TO BE AN ORGAN AND TISSUE DONOR. THROUGH THIS OUTREACH AND EDUCATION, MORE THAN 1,555,520 INDIVIDUALS IN FLORIDA, GEORGIA, AND PUERTO RICO REGISTERED AS ORGAN AND TISSUE DONORS DURING THE 2024 FISCAL YEAR. 147194450 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 1 1 0 0 0 0 0 1 1 1 0 0 1 X 325 0 1 762 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 FL GA X X PATRICK BRISLEY CFO 8132532640 9661 DELANEY CREEK BOULEVARD TAMPA FL 33619 JEAN DAVIS CHAIR PAST PRESIDENT & CEO (THRU 9/1/23) 40.00 2.00 X X 880240 0 51739 STEPHANIE HERNANDEZ PRESIDENT & CEO 40.00 2.00 X X 479713 0 260551 VICTOR BOWERS MD VICE CHAIR, MEDICAL DIRECTOR OPO 40.00 2.00 X 306744 0 66759 THOMAS PEARSON MD DIRECTOR, MEDICAL DIRECTOR LLGA 20.00 2.00 X 82121 0 28656 JOEL VAN SICKLER MD DIRECTOR, ASSOC MEDICAL DIRECTOR LLFL 20.00 2.00 X 54477 0 25835 ESTHER TORRES DIRECTOR, MEDICAL DIRECTOR OPO PR 20.00 0.00 X 76681 0 27825 HAROLD W MULLIS JR ESQUIRE DIRECTOR 2.00 0.00 X 3750 0 0 JEFFREY L SEAVEY CFP DIRECTOR 2.00 0.00 X 3000 0 0 J DAVID VEGA MD DIRECTOR 2.00 0.00 X 3000 0 0 DEBORAH WINEGARD JD DIRECTOR 2.00 0.00 X 3750 0 0 JAMES J WYNN MD DIRECTOR 2.00 0.00 X 3750 0 0 WILLIAM CLEVELAND DIRECTOR 2.00 0.00 X 2250 0 0 DARA SIMON DIRECTOR 2.00 0.00 X 1500 0 0 CHRISTINA KLEIN DIRECTOR 2.00 0.00 X 3000 0 0 BENJAMIN JAMES DIRECTOR 2.00 0.00 X 3000 0 0 ARNOLD MIGNUCCI DIRECTOR 2.00 0.00 X 3000 0 0 MARTY SELLERS DIRECTOR 2.00 0.00 X 3750 0 0 SHANNON HOLTHAUS DIRECTOR 2.00 2.00 X 2250 0 0 LARRY JONES DIRECTOR-LEGACY 2.00 2.00 X 3750 0 0 PATRICK BRISLEY TREASURER & CFO (NON-VOTING) 40.00 2.00 X 147674 0 37642 THERESA DALY EXEC DIR, OPO OPERATIONS 40.00 0.00 X 323987 0 63524 SUSAN RABEL VP EXEC DIRECTOR 40.00 0.00 X 254476 0 52361 KATHERINE PAYNE EXEC DIRECTOR LLGA 40.00 0.00 X 247158 0 51688 GUILLERMINA SANCHEZ EXEC DIRECTOR LLPR 40.00 0.00 X 177250 0 39462 MICHAEL CONSILVIO EXEC DIRECTOR GENERAL MGR 40.00 0.00 X 367887 0 67160 JOHN LUNZ EXEC DIRECTOR IMMUNOLOGY LAB 40.00 0.00 X 356533 0 95798 MARK P STRONG SR VP, ASSOC. EXEC DIRECTOR 40.00 0.00 X 284059 0 57614 CATHERINE GEBHART DIRECTOR, IMMUNOLOGY LAB 40.00 0.00 X 274961 0 60455 BRAD BASSLER VP OPS, ASSOC. EXEC DIRECTOR 40.00 0.00 X 260138 0 55417 CATHY MASESSA SR VP HUMAN RESOURCES 40.00 0.00 X 254233 0 53559 ARTHUR HEINRICHS SR VP CORP COMP OFFICER 40.00 0.00 X 236654 0 46984 5104736 0 1143029 134 0 1 0 LIFE GIVING RESOURCE INC 1961 N 500 EAST OREM UT 84097 TEMPORARY LABOR 4070760 PHYSICIANS AIR TRANSPORT LLC 114 LOTUS PLACE HOT SPRINGS AR 71901 ORGAN AIR TRANSPORTATION 2956266 EUROFINS DONOR & PRODUCT TESTING 6933 S REVERE PKWY CENTENNIAL CO 80112 LAB TESTING 2501465 AIRSPACE TECHNOLOGIES INC 5909 SEA OTTER PLACE CARLSBAD CA 92010 DONOR TRANSPORTATION 1344428 AUGUSTA AVIATION 1775 HIGHLAND AVE AUGUSTA GA 30904 DONOR TRANSPORTATION 841806 51 ORGAN PLACEMENT 621991 94787193 94787193 TISSUE PLACEMENT 621991 52773166 52773166 IMMUNOLOGY LAB 621500 11373709 11373709 158934068 8451386 8451386 30185325 42695 30101436 6849 83889 35846 119735 119735 ALLOGRAFT WAREHOUSING SERVICES 621991 165435 165435 165435 167670624 158934068 165435 8571121 X 468059 468059 4852151 2916890 1935261 322348 322348 52420329 49783538 2636791 4633130 4400079 233051 15091006 14331914 759092 4130519 3821829 308690 414694 414694 172500 172500 225304 225304 309782 309782 37764583 37677090 87493 1737672 1737672 4913870 4799202 114668 2132925 1822038 310887 3439484 2661834 777650 2236382 2011947 224435 467774 458668 9106 12552 12552 2961782 2934243 27539 1035431 1035431 MEDICAL SUPPLIES 16782474 16782474 DONATED PROPERTY EXPENS 23448 23448 UBI TAX 3321 3321 156551520 147194450 9357070 0 16740262 12962537 21758765 29068820 20561919 21622354 657891 658207 68590901 41260998 28464722 27329903 177984165 196800286 0 200221 242739 238421 2878612 2740163 269289075 291620912 37166468 38064476 707272 273821 1882338 1531811 39756078 39870108 X 228808000 251025807 724997 724997 229532997 251750804 269289075 291620912 X 11119104 10665151 433552 X X 0 1 X 1 0 X 126186831 147056983 148959426 152642230 158934068 733779538 126186831 147056983 148959426 152642230 158934068 733779538 0 0 0 733779538 2931466 3286494 7827239 7552893 8451386 30049478 19733 28398 38842 27540 28479 142992 2951199 3314892 7866081 7580433 8479865 30192470 129138030 150371875 156825507 160222663 167413933 763972008 0.96050 0.96610 0.03950 0.03390 X X 225304 225304 225304 225304 156326216 156778386 156551520 157003690 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 198676 190313 129825 225304 744118 250000 250000 250000 250000 1000000 1500000 198676 190313 129825 518814 5182449 5182449 48905895 30737950 18167945 12664294 9201861 3462433 1838263 1321187 517076 27329903 LEASE LIABILITIES 1531811 1531811 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") OF 1986, AS AMENDED AND FROM INCOME TAXES UNDER SECTION 220.13 OF THE STATE/TERRITORY STATUTES IN WHICH THE FOUNDATION OPERATES. CENTRAL AMERICA AND THE CARIBBEAN 0 0 ALTERNATIVE INVESTMENT N/A 200221 EAST ASIA AND THE PACIFIC 0 0 BUSINESS INVESTMENT N/A 238421 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SALE OF TISSUE 853 EUROPE 0 0 PROGRAM SERVICES SALE OF TISSUE 198 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES SALE OF TISSUE 115 NORTH AMERICA 0 0 PROGRAM SERVICES SALE OF TISSUE 7749 SOUTH AMERICA 0 0 PROGRAM SERVICES SALE OF TISSUE 20 0 0 0 0 0 0 447577 0 447577 1 0 1 0 1 1 SCHEDULE F, PART I, LINE 3: THE FOUNDATION MADE INVESTMENT COMMITMENTS INTO ALTERNATIVE FUNDS DOMICILED IN THE CAYMAN ISLANDS OF $3,250,000 DURING THE FISCAL YEAR 2024, OF WHICH $200,221 HAS BEEN CONTRIBUTED AS OF JUNE 30, 2024. SCHEDULE F, PART I, LINE 3: EFFECTIVE JANUARY 9, 2018, LIFELINK INVESTED IN AN OFFSHORE COMPANY (HCT REGENERATIVE CO., LTD.) BASED IN TAIWAN. LIFELINK PAID $242,739 FOR 581,824 SHARES OF COMMON STOCK IN HCT REGENERATIVE CO., LTD. (HCT). IN CONJUNCTION WITH THE INVESTMENT, LIFELINK ENTERED INTO A COLLABORATION AND SUPPLY AGREEMENT WHEREBY LIFELINK IS ENGAGED TO PROCURE AND PROVIDE TO HCT CERTAIN BONE AND TISSUE FOR HCT'S USE IN ITS OPERATIONS. IN CONSIDERATION OF THE SUPPORTS PROVIDED BY LIFELINK, HCT WILL PAY TO LIFELINK A ROYALTY BASED ON ANNUAL NET SALES OF CERTAIN ALLOGRAFTS BY HCT FOR THE PRECEDING CALENDAR YEAR. LIFELINK RECEIVED ROYALTY PAYMENTS FROM HCT OF $4,318 DURING THE FISCAL YEAR ENDED JUNE 30, 2024, WHICH WAS RECORDED AS A REDUCTION TO THE INVESTMENT. SCHEDULE F, PART I, LINE 3: TISSUE IS SOLD TO TISSUE BANKS AND HEALTH CARE PROVIDERS IN BARBADOS, CANADA, DOMINICAN REPUBLIC, ECUADOR, GERMANY, GUAM, JAPAN, KINGDOM OF SAUDI ARABIA, MALAYSIA, NEW ZEALAND, PERU, SOUTH KOREA, SWITZERLAND, TAIWAN, UNITED ARAB EMIRATES, AND THE UNITED KINGDOM. ASIDE FROM COMMISSIONS PAID FOR TISSUE PLACEMENT TO DISTRIBUTORS IN CANADA AND SOME SMALL EXPENSES TO SUPPORT ACTIVITY IN ECUADOR, KINGDOM OF SAUDI ARABIA, MALAYSIA, SOUTH KOREA, AND THE UNITED KINGDOM, THERE ARE NO EXPENDITURES RELATED TO THE SALE OF TISSUE IN THESE REGIONS. SEE THE FOUNDATION'S PROGRAM SERVICE ACCOMPLISHMENTS ON FORM 990, PART III, LINE 4B. 1 TRANSPLANT FOUNDATION 401 N 3RD STREET PHILADELPHIA PA 19123 311481798 501(C)(3) 281250 0 N/A N/A RESEARCH GRANT LIFELINK LEGACY FUND 9661 DELANEY CREEK BLVD TAMPA FL 33619 593040982 501(C)(3) 116803 0 N/A N/A PROGRAN GRANT TGH FOUNDATION PO BOX 1289 TAMPA FL 33601 237354477 501(C)(3) 15000 0 N/A N/A PROGRAM GRANT TAMPA HILLSBOROUGH ECONOMIC DEVELOPMENT CORPORATION 101 E KENNEDY BLVD STE 1750 TAMPA FL 33602 271010441 501(C)(3) 10000 0 N/A N/A PROGRAM GRANT DONATE LIFE AMERICA 701 E BYRD ST 16TH FL RICHMOND VA 23219 541626038 501(C)(3) 8000 0 N/A N/A EDUCATIONAL & PROGRAM GRANT 5 0 PART I, LINE 2: PAYMENTS FOR APPROVED GRANTS ARE BASED ON INCURRED EXPENSES THAT MEET THE REQUIREMENTS OF THE GRANT AND SUPPORT THE OVERALL MISSION OF THE FOUNDATION. ALL GRANTS ARE REVIEWED AND APPROVED BY MANAGEMENT AT LEAST ANNUALLY. X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 JEAN DAVIS CHAIR PAST PRESIDENT & CEO (THRU 9/1/23) 396918 0 108042 0 375280 0 30507 0 21232 0 931979 0 0 0 STEPHANIE HERNANDEZ PRESIDENT & CEO 404441 0 66500 0 8772 0 240183 0 20368 0 740264 0 0 0 JOHN LUNZ EXEC DIRECTOR IMMUNOLOGY LAB 308762 0 40661 0 7110 0 75430 0 20368 0 452331 0 0 0 MICHAEL CONSILVIO EXEC DIRECTOR GENERAL MGR 329818 0 30000 0 8069 0 47442 0 19718 0 435047 0 0 0 THERESA DALY EXEC DIR, OPO OPERATIONS 295945 0 24000 0 4042 0 43666 0 19858 0 387511 0 0 0 VICTOR BOWERS MD VICE CHAIR, MEDICAL DIRECTOR OPO 291711 0 14420 0 613 0 44301 0 22458 0 373503 0 0 0 MARK P STRONG SR VP, ASSOC. EXEC DIRECTOR 253733 0 25000 0 5326 0 36194 0 21420 0 341673 0 0 0 CATHERINE GEBHART DIRECTOR, IMMUNOLOGY LAB 269782 0 5000 0 179 0 39035 0 21420 0 335416 0 0 0 BRAD BASSLER VP OPS, ASSOC. EXEC DIRECTOR 229469 0 25000 0 5669 0 32215 0 23202 0 315555 0 0 0 CATHY MASESSA SR VP HUMAN RESOURCES 211284 0 37612 0 5337 0 29201 0 24358 0 307792 0 0 0 SUSAN RABEL VP EXEC DIRECTOR 233294 0 15000 0 6182 0 32565 0 19796 0 306837 0 0 0 KATHERINE PAYNE EXEC DIRECTOR LLGA 229649 0 17431 0 78 0 31916 0 19772 0 298846 0 0 0 ARTHUR HEINRICHS SR VP CORP COMP OFFICER 205786 0 25000 0 5868 0 24326 0 22658 0 283638 0 0 0 GUILLERMINA SANCHEZ EXEC DIRECTOR LLPR 161453 0 12000 0 3797 0 19822 0 19640 0 216712 0 0 0 PATRICK BRISLEY TREASURER & CFO (NON-VOTING) 147115 0 500 0 59 0 18002 0 19640 0 185316 0 0 0 PART I, LINE 1A THE FOUNDATION'S BENEFIT PROGRAM PERMITS A NOMINAL FITNESS MEMBERSHIP REIMBURSEMENT AS A STANDARD BENEFIT TO ALL EMPLOYEES OF THE ORGANIZATION, INCLUDING OFFICERS AND KEY EMPLOYEES. THESE MEMBERSHIPS ARE INCLUDED IN TAXABLE INCOME. PART I, LINE 4B THE FOUNDATION HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WHICH PROVIDES CERTAIN EXECUTIVES DEFERRED COMPENSATION BENEFITS IF THEY PROVIDE SUBSTANTIAL FUTURE SERVICES TO THE ORGANIZATION. BENEFITS TO THE PARTICIPANT UNDER THIS PLAN ONLY VEST ON EVENT OF NORMAL RETIREMENT, DISABILITY, DEATH OR SERP TERMINATION, AS DEFINED. IF A PARTICIPANT WERE TO TERMINATE EMPLOYMENT BEFORE ONE OF THESE EVENTS THE PARTICIPANT WOULD FORFEIT HIS OR HER ENTIRE BENEFIT. SERP BENEFITS ARE REVIEWED AND APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THE FOUNDATION INCURRED EXPENSES OF $222,146 UNDER THE SERP DURING THE 2023 CALENDAR YEAR AS FOLLOWS: STEPHANIE HERNANDEZ, $192,741 JOHN LUNZ, $29,405 THE COMPENSATION REPORTED ON THIS SCHEDULE J FOR PAST PRESIDENT & CEO JEAN DAVIS INCLUDES PAYMENT OF EARNED BUT UNUSED VACATION PAY. THIS AMOUNT WAS EARNED OVER MANY YEARS OF EMPLOYMENT, AND THE ANNUAL VACATION AMOUNTS WERE APPROVED IN EACH YEAR AS A PART OF THIS OFFICER'S OVERALL REASONABLE COMPENSATION AND BENEFITS. THIS ANNUAL REVIEW AND APPROVAL WAS CONDUCTED BY INDEPENDENT MEMBERS OF THE BOARD OF GOVERNORS SERVING ON THE ORGANIZATION'S COMPENSATION COMMITTEE. BECAUSE THESE VACATION AMOUNTS WERE UNUSED, THE ACCUMULATED AMOUNT WAS PAID, AS REQUIRED BY ORGANIZATION POLICY, WHEN THE OFFICER'S EMPLOYMENT SERVICES ENDED IN 2023. PART I, LINE 7 LIFELINK POLICIES PERMIT THE PAYMENT OF DISCRETIONARY ANNUAL BONUSES TO ALL STAFF. BONUSES ARE PART OF THE OVERALL COMPENSATION RECEIVED BY AN EMPLOYEE AND AS SUCH THE ORGANIZATIONAL BONUS POOL AS WELL AS THE BONUS AND TOTAL COMPENSATION OF THE CEO AND ALL DISQUALIFIED INDIVIDUALS ARE REVIEWED AND APPROVED FOR REASONABLENESS BY THE INDEPENDENT COMPENSATION COMMITTEE IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. BRAD T BASSLER SON-IN-LAW OF BOARD MEMBER 322348 COMPENSATION FOR EMPLOYMENT WHICH IS REVIEWED FOR REASONABLENESS BY THE INDEPENDENT COMPENSATION COMMITTEE IN A MANNER THAT QUALIFIES FOR REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. SEE SCHEDULE O DISCLOSURE IN RESPONSE TO FORM 990, PART VI, SECTION B, LINE 15. 0 HAROLD W MULLIS BOARD MEMBER IS A PARTNER IN A LAW FIRM UTILIZED BY THE FOUNDATION 352793 ATTORNEY FEES 0 FORM 990, PART III: MESSAGE FROM THE PRESIDENT & CEO I AM DEEPLY HUMBLED BY THE PROFOUND DECISIONS MADE EACH YEAR BY TENS OF THOUSANDS OF INDIVIDUALS IN OUR COMMUNITIES WHO CHOOSE TO REGISTER AS ORGAN, EYE, AND TISSUE DONORS. WHEN THE OPPORTUNITY FOR DONATION ARISES, LIFELINK IS HONORED TO SERVE AS STEWARD OF THEIR SELFLESS CHOICES, AS WELL AS THOSE OF FAMILIES WHO, IN THE ABSENCE OF PRIOR REGISTRATION, MAKE THE COURAGEOUS DECISION TO MOVE FORWARD WITH DONATION ON BEHALF OF THEIR LOVED ONES. WE ARE COMMITTED TO HONORING EACH DONOR'S LEGACY, ENSURING THAT THEIR STORY CONTINUES THROUGH THE LIVES THEY TOUCH. DONORS AND THEIR FAMILIES MAKE OUR LIFESAVING WORK POSSIBLE. EQUALLY VITAL ARE EVERY DEDICATED AND COMPASSIONATE MEMBER OF THE LIFELINK TEAM - FROM THOSE ON THE FRONT LINES TO THOSE BEHIND THE SCENES - WHO TURN OUR MISSION INTO REALITY. INVALUABLE COMMUNITY PARTNERS, INCLUDING HOSPITALS, MEDICAL EXAMINERS, CORONERS, DRIVER'S LICENSE AGENCIES, AND MANY OTHERS, PROVIDE INTEGRAL SUPPORT FOR OUR EFFORTS. TOGETHER, WE MAKE THE GIFT OF LIFE POSSIBLE FOR PATIENTS IN NEED OF ORGAN AND TISSUE TRANSPLANTATION. IN 2024, WE WITNESSED A HISTORIC YEAR OF GENEROSITY, WITH 932 ORGAN DONORS FROM WEST FLORIDA, GEORGIA, SOUTH CAROLINA, PUERTO RICO, AND THE U.S. VIRGIN ISLANDS PROVIDING THE GIFT OF 2,556 ORGANS FOR TRANSPLANT FOR PATIENTS IN END-STAGE ORGAN FAILURE. ADDITIONALLY, 1,726 TISSUE DONORS FROM LIFELINK ORGAN PROCUREMENT DONOR SERVICE AREAS, AS WELL AS RECOVERY PARTNERS, INDIANA DONOR NETWORK AND SHARING HOPE SOUTH CAROLINA, ENABLED TENS OF THOUSANDS OF TISSUE TRANSPLANTS, RESTORING QUALITY OF LIFE AND HEALING FOR RECIPIENTS. ALSO, 374 NEW MOTHERS GENEROUSLY DONATED BIRTH TISSUE FOLLOWING THE DELIVERY OF THEIR HEALTHY BABIES - THE ONLY FORM OF LIVING DONATION LIFELINK FACILITATES - OFFERING PATIENTS WITH DIFFICULT-TO-HEAL WOUNDS A RENEWED CHANCE AT RECOVERY. LIFELINK TRANSPLANTATION IMMUNOLOGY LABORATORY TESTED 462 POTENTIAL DONOR HEROES WHO SELFLESSLY MADE THE DECISION TO GIVE THE GIFT OF LIFE. THEY WORKED CLOSELY WITH TRANSPLANT CENTERS TO MATCH PATIENTS WITH LIFE-SAVING ORGANS FOR TRANSPLANTS AND DILIGENTLY MONITORED POST-TRANSPLANT PATIENTS FOR EARLY IDENTIFICATION AND TREATMENT OF ORGAN REJECTION, FOR THE BEST POSSIBLE PATIENT OUTCOMES. LIFELINK ACCOMPLISHED MANY MILESTONES LAST YEAR AND WAS PROUD TO LAUNCH THE INFINITY PUBLIC EDUCATION CAMPAIGN IN FLORIDA AND GEORGIA. FIRST INTRODUCED IN PUERTO RICO IN 2023 AS INFINITO, THE LATE DR. LUIS MORALES, A FOUNDER OF LIFELINK OF PUERTO RICO, INSPIRED THE CAMPAIGN WITH ONE OF HIS FAVORITE QUESTIONS: "WHAT IS YOUR LEGACY?" INFINITY CELEBRATES THE LASTING IMPACT OF DONATION FROM THE PERSPECTIVE OF REGISTERED DONORS. ITS EMBLEM- A BLUE AND GRAY INFINITY SYMBOL - REPRESENTS ETERNAL LIFE AND CONTINUITY, AND THIS MESSAGE OF HOPE HAS BEEN WOVEN INTO OUR COMMUNICATIONS WITH COMMUNITIES AND PARTNERS. OUR 2024 IMPACT REPORT SHOWCASES THE YEAR'S ACHIEVEMENTS AND INSPIRING STORIES OF DONORS AND TRANSPLANT RECIPIENTS WHO REMIND US OF OUR PURPOSE AND DRIVE US FORWARD. AS WE REFLECT ON THE PAST YEAR WITH GRATITUDE, WE LOOK AHEAD TO 2025 WITH DETERMINATION - TO CONTINUE HONORING DONORS AND THEIR FAMILIES AND TO SAVE EVEN MORE LIVES THROUGH ORGAN AND TISSUE DONATION. STEPHANIE HERNANDEZ PRESIDENT & CEO LIFELINK FOUNDATION FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: LIFELINK FOUNDATION WAS ESTABLISHED MORE THAN 40 YEARS AGO WITH A MISSION TO HONOR THE LIVES OF ORGAN AND TISSUE DONORS BY PROVIDING RENEWED HOPE TO AS MANY PEOPLE AS POSSIBLE THROUGH ORGAN AND TISSUE TRANSPLANTATION. OUR ORGAN PROCUREMENT ORGANIZATIONS, LIFELINK OF FLORIDA, LIFELINK OF GEORGIA, AND LIFELINK OF PUERTO RICO, SUPPORT, AND GUIDE FAMILIES THROUGH THE DONATION PROCESS AS THEY ESTABLISH THEIR LOVED ONE'S LEGACY THROUGH ORGAN DONATION. THE COLLABORATIVE EFFORTS OF THE LIFELINK OPOS, TOGETHER WITH THOSE OF LIFELINK TISSUE BANK AND LIFELINK TRANSPLANTATION IMMUNOLOGY LABORATORY, GIVE HOPE TO THE MORE THAN 100,000 PATIENTS WAITING FOR A LIFESAVING ORGAN TRANSPLANT, AND TENS OF THOUSANDS MORE WHO COULD BENEFIT FROM TISSUE TRANSPLANTATION. LIFELINK LEGACY FUND IS A SEPARATE ORGANIZATION THAT CONTRIBUTES TO THE MISSION OF LIFELINK FOUNDATION THROUGH FUND DEVELOPMENT TO PROVIDE GRANTS FOR RESEARCH, PUBLIC EDUCATION, AND OTHER PROGRAMS THAT SUPPORT ORGAN AND TISSUE DONATION AND TRANSPLANTATION. OUR MISSION IS CARRIED OUT WITH COMPASSION BY TEAM MEMBERS WHO WORK TIRELESSLY TOWARDS THE GOAL WE SHARE WITH OUR PROFESSIONAL PARTNERS, THE FAMILIES WE SERVE, AND OUR COMMUNITIES: WE HONOR LIFE BY SAVING LIVES. FORM 990, PART V, LINE 2A: THE ORGANIZATION FILED 670 FORMS W-2 FOR 2023 PLUS AN ADDITIONAL 92 ON THE EQUIVALENT PUERTO RICO FORM FOR A TOTAL OF 762 EMPLOYEES FOR THE 2023 CALENDAR YEAR. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO EXERCISE THE POWERS OF THE BOARD OF GOVERNORS BETWEEN BOARD MEETINGS. THE COMMITTEE DOES NOT HAVE THE AUTHORITY TO: (1) ADOPT, AMEND, OR REPEAL THE BYLAWS OR ARTICLES OF INCORPORATION, OR (2) APPROVE ANY EXPENSES, NOT ALREADY PROVIDED FOR IN THE ANNUAL BUDGET, IN EXCESS OF $1,500,000. THE COMMITTEE IS REQUIRED TO REPORT AT EACH MEETING OF THE BOARD OF GOVERNORS ON ITS ACTIVITIES SINCE THE LAST MEETING OF THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE FOUNDATION'S FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE, PRESIDENT, AND CFO FOR PRELIMINARY REVIEW. AN ELECTRONIC COPY OF FORM 990 IS THEN DISTRIBUTED TO THE ENTIRE GOVERNING BOARD PRIOR TO ISSUANCE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE FOUNDATION REQUIRES ALL INTERESTED PERSONS TO ATTEST THAT THEY HAVE RECEIVED, READ AND AGREED TO COMPLY WITH LIFELINK'S CONFLICT OF INTEREST POLICY. THE ANNUAL CERTIFICATION REQUIRES THE DISCLOSURE OF ANY CONFLICTS OF INTEREST THAT MAY EXIST. THE COMPLIANCE OFFICER AND PRESIDENT REVIEW POTENTIAL CONFLICTS OF INTEREST AND DETERMINE WHAT ACTION, IF ANY, IS NECESSARY INCLUDING ADDITIONAL REVIEW BY THE EXECUTIVE COMMITTEE OF THE GOVERNING BOARD. ON AN ONGOING BASIS, CONFLICTS OF INTEREST ARE MONITORED BASED ON PERIODIC REVIEWS PERFORMED BY THE FOUNDATION'S INTERNAL CORPORATE COMPLIANCE DEPARTMENT. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT COMPENSATION COMMITTEE ACTING ON BEHALF OF THE GOVERNING BOARD IS RESPONSIBLE FOR REVIEWING AND APPROVING THE TOTAL COMPENSATION OF ALL OFFICERS, DIRECTORS, KEY EMPLOYEES AND ANY RELATED FAMILY MEMBERS AT LEAST ANNUALLY. THIS REVIEW INCLUDES A DETAILED ANALYSIS OF COMPARABLE DATA FROM INDUSTRY SURVEYS, FORM 990S, AND STUDIES FROM A THIRD-PARTY CONSULTANT. THE INDEPENDENT CONSULTING FIRM PREPARES A FULL MARKET STUDY EVERY THREE YEARS. THE MOST RECENT MARKET STUDY WAS COMPLETED IN JUNE 2022. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS AND APPROVES THE COMPENSATION AND BENEFITS PROVIDED TO EACH OFFICER AND KEY EMPLOYEE LISTED ON THE FORM 990 AND CONDUCTS THE REVIEW AND APPROVAL IN A MANNER DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS IT IS NOT REQUIRED TO BY LAW. PART VI, SECTION B: CORPORATE COMPLIANCE PROGRAM: THE OBJECTIVE OF THE CORPORATE COMPLIANCE DEPARTMENT IS TO PROVIDE GUIDANCE TO ALL EMPLOYEES AS THEY CARRY OUT THEIR DAILY ACTIVITIES WITHIN APPROPRIATE ETHICAL AND LEGAL STANDARDS. CORPORATE COMPLIANCE PROVIDES AN IN-HOUSE COMPLIANCE SERVICE THAT EFFECTIVELY SUPPORTS EACH DIVISION IN THEIR DUTY TO COMPLY WITH RELEVANT LAWS AND INTERNAL PROCEDURES. CORPORATE COMPLIANCE REVIEWS BEST PRACTICES FROM OUTSIDE RESOURCES TO ENSURE POLICIES AND PROCEDURES ARE UPDATED AS NECESSARY. ANNUAL POLICY TRAINING IS PROVIDED TO ALL EMPLOYEES AS IT IS AN IMPORTANT PART OF THEIR PROFESSIONAL DEVELOPMENT AND COMMITMENT TO ACHIEVE THE FOUNDATION'S MISSION. CORPORATE COMPLIANCE ALSO MONITORS THE EMPLOYEE HOTLINE, WHICH ALLOWS EMPLOYEES TO REPORT POTENTIAL COMPLIANCE CONCERNS ANONYMOUSLY. CORPORATE COMPLIANCE INVESTIGATES THE HOTLINE CONCERNS THOROUGHLY AND PROMPTLY. CORPORATE COMPLIANCE IS RESPONSIBLE FOR DEVELOPING AND MAINTAINING AN EFFICIENT AND EFFECTIVE PROGRAM OF INTERNAL AUDITING AND MONITORING TO ENHANCE OUR CAPACITY TO MANAGE RISK, INVESTIGATE EMERGING ISSUES AND TRENDS AND DETECTING DEVIATIONS FROM ESTABLISHED INTERNAL CONTROLS. CORPORATE COMPLIANCE IS ALSO INVOLVED WITH ASSISTING THE INFORMATION SYSTEMS DEPARTMENT WITH LIFELINK CYBER SECURITY STRATEGIES. ETHICAL AND MORAL BEHAVIOR IS EXPECTED FROM ALL EMPLOYEES. THE CORPORATE COMPLIANCE DEPARTMENT EMBODIES DEDICATION TO THE HIGHEST STANDARDS OF ETHICAL BEHAVIOR, EXPRESSED THROUGH CORPORATE CULTURE AND THROUGH ADHERENCE TO THE LAW. LIFELINK IS COMMITTED TO DETECTING AND CORRECTING ANY UNINTENTIONAL OR DELIBERATE CONDUCT THAT IS INCONSISTENT WITH THESE PRINCIPLES. FORM 990, PART IX, LINE 11G COMMISSIONS: PROGRAM SERVICE EXPENSES 1,000,344. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,000,344. DONOR HOSPITAL COSTS: PROGRAM SERVICE EXPENSES 10,509,296. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,509,296. DONOR RELATED PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 5,600,499. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,600,499. DONOR RELATED TRANSPORTATION: PROGRAM SERVICE EXPENSES 9,081,072. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,081,072. DONOR SEROLOGIES AND LAB TESTS: PROGRAM SERVICE EXPENSES 1,529,772. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,529,772. DONOR TISSUE TYPING: PROGRAM SERVICE EXPENSES 1,099,338. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,099,338. UNIFORM SERVICES: PROGRAM SERVICE EXPENSES 210,089. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 210,089. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,408,475. MANAGEMENT AND GENERAL EXPENSES 71,162. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,479,637. TEMPORARY LABOR: PROGRAM SERVICE EXPENSES 4,261,867. MANAGEMENT AND GENERAL EXPENSES 16,331. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,278,198. TISSUE ACQUISITION COSTS: PROGRAM SERVICE EXPENSES 2,976,338. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,976,338. FORM 990, PART XI, LINE 9: RECOVERY OF BAD DEBT 433,552. 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