2025-11-13T11:50:32-06:00 2024-12-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2024-01-01 760231238 LIFEGIFT ORGAN DONATION CENTER LIFE 7135234438 2510 WESTRIDGE STREET HOUSTON TX 77054 PATRICIA A RUBIN SR EXEC VP AND CFO 7135234438 2025-11-13 1 0 SARA BURKHART P01435955 9724901970 2024 2025-03-06 01:10:19Z KEVIN MYER 2510 WESTRIDGE STREET HOUSTON TX 77054 110439325 0 X WWW.LIFEGIFT.ORG X 1987 TX THE ORGANIZATION IS A MEDICARE CERTIFIED CORPORATION RESPONSIBLE FOR THE RECOVERY OF HUMAN ORGANS AND TISSUES FOR TRANSPLANTATION. LIFEGIFT ALSO PROVIDES PUBLIC AND PROFESSIONAL EDUCATION TO INCREASE AWARENESS OF THE NEED FOR DONOR ORGANS AND TISSUE. 18 17 518 620 0 0 114605 450770 90371272 101512403 1655650 2154370 0 0 92141527 104117543 0 250000 0 0 48169036 54722890 0 0 0 38974146 44475670 87143182 99448560 4998345 4668983 96027810 104711654 23214244 24289706 72813566 80421948 X THE MISSION OF LIFEGIFT IS TO PROVIDE COMMUNITY BENEFIT BY ETHICALLY, EFFECTIVELY AND EFFICIENTLY RECOVERING APPROPRIATELY TRANSPLANTABLE ORGANS AND TISSUE TO GIVE THE GIFT OF LIFE. LIFEGIFT ALSO PROVIDES PUBLIC AND PROFESSIONAL EDUCATION TO INCREASE AWARENESS OF THE NEED FOR DONOR ORGANS AND TISSUES. 0 0 73747659 250000 101452552 PROCUREMENT:AS AN ORGAN PROCUREMENT ORGANIZATION (OPO), LIFEGIFT STAFF ARE AVAILABLE 24 HOURS A DAY TO RECEIVE REFERRALS FROM HOSPITAL PERSONNEL WHO IDENTIFY POTENTIAL ORGAN AND/OR TISSUE DONORS. THE ORGANIZATION IS RESPONSIBLE FOR SERVICING A FEDERALLY DESIGNATED SERVICE AREA, WHICH INCLUDES 109 COUNTIES IN HOUSTON, FORT WORTH, LUBBOCK AND AMARILLO AND WORKS WITH APPROXIMATELY 200 HOSPITALS. DURING 2024, 1,570 ORGANS WERE RECOVERED FROM 471 DONORS FOR TRANSPLANT, A RATE OF RECOVERY THAT IS HIGHER THAN MOST OTHER OPOS IN THE COUNTRY. LIFEGIFT WORKS WITH TRANSPLANT CENTERS AND UNITED NETWORK FOR ORGAN SHARING (UNOS) TO FACILITATE THE MATCHING OF DONOR ORGANS TO RECIPIENTS. LIFEGIFT STAFF FOLLOW THE POLICIES DICTATED BY THE ORGAN PROCUREMENT TRANSPLANT NETWORK (OPTN) FOR THE ALLOCATION OF ORGANS. ADDITIONALLY, LIFEGIFT MAINTAINS A COMMUNICATIONS CALL CENTER, 24 HOURS A DAY, SEVEN DAYS A WEEK. THE CENTER SCREENS REFERRALS, APPROACHES FAMILIES FOR AUTHORIZATION AND MEDICAL HISTORY INFORMATION AND COORDINATES ORGAN AND TISSUE RECOVERY EFFORTS. LIFEGIFT RECEIVED MORE THAN 38,000 REFERRALS IN 2024. LIFEGIFT ALSO RECOVERS TISSUE AND WORKS WITH SEVEN LOCAL AND NATIONAL TISSUE PROCESSORS TO REFER TISSUE USED FOR TRANSPLANTATION. DURING 2024, THERE WERE MORE THAN 1,300 TISSUE DONATIONS OF BONE, SKIN, HEART VALVES AND VEINS. THESE DONATIONS SAVE THE LIVES OF BURN VICTIMS AND CHILDREN WITH HEART DEFECTS. LIFEGIFT'S FACILITIES INCLUDE FIVE ON-SITE OPERATING ROOMS FOR TISSUE RECOVERY. REFERRALS ARE ALSO PROVIDED TO FOUR EYE BANKS TO RECOVER CORNEAS TO RESTORE SIGHT AND FOR RESEARCH PURPOSES. 5303602 PROFESSIONAL EDUCATION:LIFEGIFT FACILITATES ORGAN AND TISSUE DONATION AT OVER 200 HOSPITALS ACROSS TEXAS, WORKING WITH HOSPITAL PARTNERS TO EMPLOY DATA, EDUCATION, AND STRATEGIC PLANS TO BUILD SUCCESSFUL DONATION PROGRAMS AND OPTIMIZE DONATION AT EACH INSTITUTION. THE HOSPITAL'S UNDERSTANDING OF ITS ROLE AND RESPONSIBILITIES IN FACILITATING DONATION IS VITAL TO ENSURING THAT ALL POTENTIAL DONORS ARE IDENTIFIED, DONOR FAMILIES ARE SUPPORTED APPROPRIATELY, AND THAT THE DONATION PROCESS OCCURS EFFICIENTLY AND EFFECTIVELY, ULTIMATELY INCREASING DONATION RATES. LIFEGIFT'S DONATION SYSTEMS TEAM SERVES AS LIAISONS BETWEEN LIFEGIFT AND THE HOSPITALS, ENSURING A CONSISTENT PRESENCE AT THE HOSPITALS TO DRIVE ENGAGEMENT AND ACCOUNTABILITY FOR DONATION OUTCOMES. THESE RESPONSIBILITIES INCLUDE BUILDING RELATIONSHIPS WITH HOSPITAL STAKEHOLDERS, COLLECTING AND SHARING KEY PERFORMANCE METRICS, COLLABORATING TO EMPLOY QUALITY IMPROVEMENT EFFORTS TO INCREASE DONATION, PERFORMING MEDICAL RECORD REVIEW TO DETERMINE DONOR POTENTIAL AND CONSISTENT EDUCATION OF HOSPITAL STAFF INVOLVED IN THE DONATION PROCESS. LIFEGIFT ALSO WORKS CLOSELY WITH HOSPITAL LEADERSHIP TO BUILD A CULTURE THAT SUPPORTS DONATION, IDENTIFY OPPORTUNITIES FOR IMPROVEMENT AND ADDRESS ANY BARRIERS TO DONATION WITHIN THE INSTITUTION. 1454651 59851 PUBLIC EDUCATION:PUBLIC EDUCATION AND OUTREACH ARE VITAL COMPONENTS OF LIFEGIFT'S MISSION. IN ITS WORK TO INCREASE ORGAN AND TISSUE DONATION, LIFEGIFT EDUCATES THE COMMUNITY ABOUT DONATION AND ENCOURAGES TEXANS TO JOIN THE DONATE LIFE TEXAS REGISTRY TO DESIGNATE THEMSELVES AN ORGAN AND TISSUE DONOR. LIFEGIFT SEEKS TO CREATE A CULTURE OF DONATION WITH A PARTICULAR EMPHASIS ON BUILDING TRUST AND RELATIONSHIPS WITH MULTICULTURAL COMMUNITIES TO DISPEL MYTHS ABOUT DONATION AND CREATE STRONG CONNECTIONS BETWEEN LIFEGIFT AND THE PEOPLE IT SERVES. WITH THE SUPPORT OF AN ACTIVE VOLUNTEER PROGRAM, LIFEGIFT HOSTS PUBLIC EVENTS, PARTNERS WITH ASSOCIATIONS, BUSINESSES, AND ELECTED OFFICIALS TO DEVELOP AND IMPLEMENT AWARENESS CAMPAIGNS, PARTICIPATES IN NUMEROUS COMMUNITY EVENTS AND ACTIVITIES TO PROMOTE DONATION AND THE DONOR REGISTRY, AND WORKS WITH THE MEDIA AND WITHIN THE SOCIAL MEDIA ENVIRONMENT TO EDUCATE THE COMMUNITY AND ENCOURAGE TEXANS TO JOIN THE DONOR REGISTRY. SOME HIGHLIGHTS FROM THE WORK OF LIFEGIFT'S COMMUNICATIONS TEAM INCLUDES EVENTS CENTERED AROUND NATIONAL DONATE LIFE MONTH IN APRIL, MULTICULTURAL AWARENESS MONTH IN AUGUST, HISPANIC HERITAGE MONTH IN SEPTEMBER, TWO COMMUNITY RACES (SECOND CHANCE RUNS) HOSTED BY LIFEGIFT IN FORT WORTH AND HOUSTON, AND THE DEVELOPMENT AND DISTRIBUTION OF WEEKLY AND QUARTERLY NEWSLETTERS GEARED TOWARDS OUR HOSPITAL PARTNERS AND VOLUNTEERS. LIFEGIFT'S GOAL IN INTERACTING WITH FAMILIES GIVEN THE OPPORTUNITY TO DONATE THEIR LOVED ONE'S ORGANS AND TISSUE IS TO PROVIDE A SENSITIVE AND SUPPORTIVE ENVIRONMENT THAT ENCOURAGES GENEROSITY AND ENSURES THE FAMILY FEELS HEARD AND SUPPORTED. THIS SUPPORT EXTENDS BEYOND THE TIME OF THE DONATION THROUGH LIFEGIFT'S FAMILY SUPPORT PROGRAM. ALL TISSUE AND ORGAN DONOR FAMILIES ARE ENROLLED IN THIS PROGRAM, WHICH PROVIDES A SERIES OF MAILINGS, ACTIVITIES AND EVENTS THAT HONORS THE DONOR AND PROVIDES SUPPORT AND SOLACE TO DONOR FAMILIES. DONOR FAMILIES RECEIVE A SERIES OF MAILINGS THROUGHOUT THE FIRST YEAR OF LOSS, BEGINNING WITH AN FAMILY SUPPORT PACKET PROVIDED AFTER THEIR LOVED ONE'S PASSING. FAMILIES MAY CHOOSE TO CORRESPOND OR CONNECT DIRECTLY WITH THEIR LOVED ONE'S RECIPIENTS, WHICH LIFEGIFT FACILITATES. LIFEGIFT ALSO PROVIDES GENERAL RECIPIENT HEALTH UPDATES UPON REQUEST AND CAN ASSIST FAMILIES WITH FINDING ADDITIONAL SUPPORT IN THEIR COMMUNITY IF THEY NEED IT. LIFEGIFT ALSO PROVIDES DONOR FAMILY-FOCUSED WEBINARS, A QUARTERLY E-NEWSLETTER AND HOSTS AN ANNUAL REMEMBRANCE CEREMONY FOR FAMILIES TO HONOR THEIR LOVED ONES. 80505912 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 136 0 1 518 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X PATRICIA RUBIN SR EXEC VP & CFO 7135234438 2510 WESTRIDGE ST HOUSTON TX 77054 JENIFER JARRIEL PUBLIC MEMBER 1.00 X 0 0 0 DEBORAH MAURER RN MBA PUBLIC MEMBER 1.00 X 0 0 0 GEORGE MALLORY JR MD PUBLIC MEMBER 1.00 X 0 0 0 DR LANCE BLACK MD PUBLIC MEMBER 1.00 X 0 0 0 NANCY CYCHOL COOK CHILDREN'S MEDICAL CENTER 1.00 X 0 0 0 JOSEPH DELEON PUBLIC MEMBER 1.00 X 0 0 0 TOM FLANAGAN MEMORIAL HERMANN HOSPITAL SYSTEM 1.00 X 0 0 0 SHARYN IVORY PUBLIC MEMBER 1.00 X 0 0 0 DR CHASE LESANE-BROWN PHD PUBLIC MEMBER 1.00 X 0 0 0 STUART LEVIN PUBLIC MEMBER 1.00 X 0 0 0 ROBERTA LEVY SCHWARTZ MHS HOUSTON METHODIST HOSPITAL 1.00 X 0 0 0 M ADRIANA VALENCIA PUBLIC MEMBER 1.00 X 0 0 0 RUTH SCHIERMEYER PUBLIC MEMBER 1.00 X 0 0 0 KRISTYN SORENSEN PUBLIC MEMBER 1.00 X 0 0 0 MATTHEW GIROTTO MHA MHR TEXAS CHILDREN'S HOSPITAL 1.00 X 0 0 0 KEVIN DEESE PUBLIC MEMBER 1.00 X 0 0 0 OLIVER BANKS MEMORIAL HERMANN HOSPITAL 1.00 X 0 0 0 KEVIN A MYER PRESIDENT AND CEO 50.00 X X 656355 0 44654 YOLANDA BECKER CHIEF MEDICAL OFFICER 50.00 X 391656 0 24922 PATRICIA A RUBIN SR EXEC VP AND CFO 50.00 X 456647 0 43261 DAVID C STALEY VP OF HUMAN RESOURCES 50.00 X 290795 0 36405 KAITLYN FITZGERALD VP OF ORGAN OPERATIONS 50.00 X 264392 0 16461 NICHOLAS ONACA MD ABDOMINAL ORGAN RECOVERY SURGEON 50.00 X 490844 0 44654 JEFFREY REESE MD ABDOMINAL ORGAN RECOVERY SURGEON 50.00 X 469969 0 40054 BETH M AMUNDSEN MD ABDOMINAL ORGAN RECOVERY SURGEON 50.00 X 420124 0 36669 JAVIER A NIETO ABDOMINAL ORGAN RECOVERY SURGEON 50.00 X 288046 0 38408 SCHAWNTE WILLIAMS-TAYLOR VP OF FAMILY ENGAGEMENT 50.00 X 271763 0 33774 4000591 0 359262 160 0 1 0 AMERICAN JET INTERNATIONAL 7555 IPSWICH ROAD HOUSTON TX 77016 TRANSPORTATION TECHNOLOGIES 3365995 AIRSPACE TECHNOLOGIES 6005 HIDDEN VALLEY RD SUITE 280 CARLSBAD CA 92011 TRANSPORTATION SERVICES 1051473 KING & SPALDING PO BOX 116133 ATLANTA GA 303686133 LEGAL SERVICES 956967 EUROFINS VRL INC 6665 S KENTON ST SUITE 205 CENTENNIAL CO 80111 LAB TESTING SERVICES 942753 ORGAN RECOVERY SOLUTIONS 2991 POLO CLUB RD NASHVILLE TN 372214384 MEDICAL SERVICES 445616 24 450770 450770 ORGAN & TISSUE ACQUISI 621991 101354470 101354470 REFERRAL INCOME 561499 98082 98082 SEMINAR/EVENT FEES 561499 59851 59851 101512403 2048382 2048382 6417570 10200 6321782 0 95788 10200 105988 105988 104117543 101512403 0 2154370 X 250000 250000 2225604 280853 1944751 41171485 33810345 7361140 2347025 1828104 518921 5760248 4603226 1157022 3218528 2597782 620746 1159659 1159659 98695 98695 30000 30000 170048 170048 35728627 34948376 780251 255823 154269 101554 1294806 369038 925768 1305974 605425 700549 1332001 5239 1326762 909665 701087 208578 332260 227986 104274 5609 5609 911565 911565 756050 58463 697587 DUES & MEMBERSHIPS 114772 44276 70496 PUBS & SUBSCRIPTIONS 70116 21443 48673 99448560 80505912 18942648 0 15947595 19763566 15768554 17353449 477831 388508 1522921 1552145 26687877 7602955 20105971 19084922 42152448 46516574 52490 52490 96027810 104711654 23214244 24289706 23214244 24289706 X 72659371 80146549 154195 275399 72813566 80421948 96027810 104711654 4668983 2939399 0 X X 0 1 X 1 0 X 56327 85585 71457 114605 450770 778744 77381121 81197109 92513359 90371272 101512403 442975264 77437448 81282694 92584816 90485877 101963173 443754008 0 5285667 4167414 3549122 3018256 16020459 5285667 4167414 3549122 3018256 16020459 427733549 812684 851442 1283396 1500850 2048382 6496754 812684 851442 1283396 1500850 2048382 6496754 78250132 82134136 93868212 91986727 104011555 450250762 0.95000 0.93320 0.01440 0.01310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30000 30000 0 PART II-B, LINE 1: LIFEGIFT UTILIZED THE SERVICES OF A PUBLIC AFFAIRS CONSULTANT TO EDUCATE THE LEGISLATORS OF THE CRITICAL SHORTAGE OF ORGANS AND TISSUE FOR TRANSPLANTATION. THROUGH THIS EDUCATIONAL EFFORT, LIFEGIFT'S GOAL IS TO RAISE AWARENESS OF THE CRITICAL NEED FOR ORGAN AND TISSUE DONATION. 3663003 3663003 14958356 3333150 11625206 18947 12159 6788 4826296 3458837 1367459 3221275 798809 2422466 19084922 COMMON STOCK 1907852 F EXCHANGE TRADED FUNDS 19014800 F MUTUAL FUNDS 11000996 F GOVERNMENT AND GSE BONDS 6615621 F CORPORATE BONDS 7977305 F 46516574 X 103841507 0 103841507 170048 105988 276036 104117543 99278512 0 99278512 170048 170048 99448560 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT LIFEGIFT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE). ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN RECORDED IN THESE FINANCIAL STATEMENTS. FASB ASC TOPIC 740, INCOME TAXES, REQUIRES A REPORTING ENTITY TO RECOGNIZE IN ITS FINANCIAL STATEMENTS THE FINANCIAL EFFECTS OF A TAX POSITION ONLY IF IT IS DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL NOT BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS REVIEWED THE TAX POSITIONS TAKEN BY LIFEGIFT, AND IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY LIFEGIFT WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. ACCORDINGLY, LIFEGIFT HAS NOT RECOGNIZED A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. LIFEGIFT RECOGNIZES INTEREST AND PENALTIES ON INCOME TAXES IN THE STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS AS GENERAL AND ADMINISTRATIVE EXPENSES. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, LIFEGIFT HAD NO INTEREST OR PENALTIES ON INCOME TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF INVESTMENTS 95,788. GAIN ON SALE OF ASSETS OTHER THAN INVENTORY 10,200. 1 HOUSTON METHODIST FOUNDATION 1707 SUNSET BLVD HOUSTON TX 77005 760094743 501C3 250000 0 DECEASED ORGAN DONATION RESEARCH 1 0 PART I, LINE 2: LIFEGIFT REQUIRES AN ANNUAL PROGRESS REPORT FOR THE PROGRAMS FUNDED BY GRANTS PRIOR TO FURTHER DISBURSEMENT OF FUNDS. X X X X X X 0 0 0 0 0 0 0 0 0 KEVIN A MYER PRESIDENT AND CEO 530564 0 118591 0 7200 0 26400 0 18254 0 701009 0 0 0 NICHOLAS ONACA MD ABDOMINAL ORGAN RECOVERY SURGEON 430102 0 57142 0 3600 0 26400 0 18254 0 535498 0 0 0 JEFFREY REESE MD ABDOMINAL ORGAN RECOVERY SURGEON 412827 0 57142 0 0 0 24441 0 15613 0 510023 0 0 0 PATRICIA A RUBIN SR EXEC VP AND CFO 392692 0 63955 0 0 0 25187 0 18074 0 499908 0 0 0 BETH M AMUNDSEN MD ABDOMINAL ORGAN RECOVERY SURGEON 370125 0 49999 0 0 0 26400 0 10269 0 456793 0 0 0 YOLANDA BECKER CHIEF MEDICAL OFFICER 362233 0 29423 0 0 0 0 0 24922 0 416578 0 0 0 DAVID C STALEY VP OF HUMAN RESOURCES 247918 0 42877 0 0 0 18356 0 18049 0 327200 0 0 0 JAVIER A NIETO ABDOMINAL ORGAN RECOVERY SURGEON 264415 0 23631 0 0 0 13213 0 25195 0 326454 0 0 0 SCHAWNTE WILLIAMS-TAYLOR VP OF FAMILY ENGAGEMENT 229656 0 42107 0 0 0 18027 0 15747 0 305537 0 0 0 KAITLYN FITZGERALD VP OF ORGAN OPERATIONS 226547 0 37845 0 0 0 15825 0 636 0 280853 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS COMPLETED BY LIFEGIFT AND REVIEWED BY AN INDEPENDENT CPA FIRM, WEAVER AND TIDWELL, LLP. THE FORM 990 IS THEN PRESENTED TO THE BOARD OF DIRECTORS AND PUBLISHED ON LIFEGIFT'S INTERNAL AND EXTERNAL WEBSITES. FORM 990, PART VI, SECTION B, LINE 12C LIFEGIFT HAS A WRITTEN CONFLICT OF INTEREST POLICY PROVIDED TO EACH EMPLOYEE. ANNUALLY EACH EMPLOYEE IS REQUIRED TO SIGN A DOCUMENT ACKNOWLEDGING THEY RECEIVED, READ AND UNDERSTOOD THE CONFLICT OF INTEREST POLICY. THIS PRACTICE IS CONSISTENT WITH PRIOR YEARS IN MONITORING AND ENFORCEMENT OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 LIFEGIFT DETERMINES THE COMPENSATION OF THE CEO AND OTHER TOP MANAGEMENT THROUGH THE USE OF A COMPENSATION AND BENEFITS COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT FOR THE CEO, THE USE OF A COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 LIFEGIFT MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE USE OF THE GUIDESTAR WEBSITE, LIFEGIFT'S WEBSITE AND WRITTEN REQUEST FROM THE PUBLIC. FORM 990, PART IX, LINE 11G DIRECT DONOR EXPENSE: PROGRAM SERVICE EXPENSES 34,948,376. MANAGEMENT AND GENERAL EXPENSES 780,251. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,728,627. FORM 990, PART IX, LINE 1 LIFEGIFT COMMITTED TO A GRANT TO THE HOUSTON METHODIST FOUNDATION FOR A TOTAL PAYOUT OF $250,000 OVER THREE YEARS, COMMENCING IN 2024 WITH THE AMOUNTS OF $125,000 IN 2024, $75,000 IN 2025, AND $50,000 IN 2026. FORM 990, PART XII, LINE 2C NO CHANGE WAS MADE IN THE OVERSIGHT OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT.