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Nonprofiteer
← TRANSPLANT FOUNDATION

Form 990 for tax year 2023

Filed by TRANSPLANT FOUNDATION.

Totals

Total revenue
$2,881,556
Total expenses
$3,714,594
Contributions and grants received
$671,375
Grants paid
$1,018,136
Program service revenue
$1,077,752
Investment income
$1,144,591
Other revenue
-$12,162
Total assets, end of year
$65,408,656
Total liabilities, end of year
$4,276,048
Net assets or fund balances, end of year
$61,132,608
Program services expenses (Part IX)
$3,444,440
Management and general expenses
$269,854
Fundraising expenses
$300
Program service expenses (Part III)
$3,444,440

Program services were 92.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $180

  • 1c · Fundraising events

    $282,000

  • 1f · All other contributions, gifts and grants

    $389,195

  • 2a · Program service revenue: TRAINING/EDUCATION REV

    total $1,077,752 · related or exempt $1,077,752

  • 3 · Investment income

    total $1,525,271 · excluded $1,525,271

  • 7a · Gross sales of assets other than inventory

    securities $13,646,668

  • 7b · Less cost or other basis and sales expenses

    securities $14,027,348

  • 7c · Gain or loss

    securities -$380,680

  • 7d · Net gain or loss

    total -$380,680 · excluded -$380,680

  • 8a · Fundraising events: gross income

    $252,376

  • 8a · Fundraising events: contributions included on line 1c

    $282,000

  • 8b · Fundraising events: direct expenses

    $270,172

  • 8c · Net income from fundraising events

    total -$17,796 · excluded -$17,796

  • 11a · Other revenue: LICENSE PLATE REV

    total $4,184 · excluded $4,184

  • 11b · Other revenue: OTHER REVENUE

    total $1,450 · excluded $1,450

  • 11e · Other revenue, total

    $5,634

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,008,136 · program services $1,008,136

  • 2 · Grants to domestic individuals

    total $10,000 · program services $10,000

  • 5 · Compensation of officers, directors and key employees

    total $387,665 · program services $387,665

  • 7 · Other salaries and wages

    total $1,037,165 · program services $973,799 · management and general $63,366

  • 8 · Pension plan contributions

    total $95,837 · program services $91,493 · management and general $4,344

  • 9 · Other employee benefits

    total $143,420 · program services $75,494 · management and general $67,926

  • 10 · Payroll taxes

    total $92,416 · program services $89,021 · management and general $3,395

  • 11b · Fees: legal

    total $7,530 · program services $5,180 · management and general $2,350

  • 11c · Fees: accounting

    total $8,250 · management and general $8,250

  • 11f · Fees: investment management

    total $119,823 · management and general $119,823

  • 11g · Fees: other

    total $532,629 · program services $532,629

  • 13 · Office expenses

    total $9,089 · program services $9,089

  • 17 · Travel

    total $36,196 · program services $36,196

  • 19 · Conferences, conventions and meetings

    total $14,747 · program services $14,347 · management and general $400

  • 22 · Depreciation, depletion and amortization

    total $2,763 · program services $2,763

  • 23 · Insurance

    total $6,820 · program services $6,820

  • 24a · Other expenses: HEALTHCARE PROFESSIONAL

    total $144,865 · program services $144,865

  • 24b · Other expenses: CAMP JEREMY EXPENSES

    total $22,913 · program services $22,913

  • 24c · Other expenses: POSTAGE & PRINTING

    total $7,136 · program services $7,136

  • 24d · Other expenses: LEASE EXPENSE

    total $6,452 · program services $6,452

  • 24e · All other expenses

    total $20,742 · program services $20,442 · fundraising $300

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $632,330 · end of year $1,924,177

  • 4 · Accounts receivable

    beginning of year $331,453 · end of year $216,122

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,704 · end of year $19,558

  • 10a · Land, buildings and equipment: cost or other basis

    $74,587

  • 10b · Land, buildings and equipment: accumulated depreciation

    $65,950

  • 10c · Land, buildings and equipment, net

    beginning of year $15,414 · end of year $8,637

  • 11 · Investments: publicly traded securities

    beginning of year $56,279,396 · end of year $63,240,162

  • 17 · Accounts payable and accrued expenses

    beginning of year $256,988 · end of year $254,239

  • 19 · Deferred revenue

    beginning of year $307,645 · end of year $300,000

  • 25 · Other liabilities

    beginning of year $1,473,041 · end of year $3,721,809

  • 27 · Net assets without donor restrictions

    beginning of year $55,231,623 · end of year $61,103,953

  • 28 · Net assets with donor restrictions

    end of year $28,655

Mission and programs · 2023

Mission

SEE SCHEDULE "O".

Activities or mission (Part I)

TO SUPPORT ORGAN AND TISSUE DONATION AND TRANSPLANTATION.

  • TRANSPLANT FOUNDATION IS COMMITTED TO SUPPORTING THE MISSION OF GIFT OF LIFE DONOR PROGRAM THROUGH ITS COMMITMENT TO:- IMPROVE THE QUALITY OF LIFE OF PATIENTS AWAITING TRANSPLANTATION BY MAXIMIZING THE AVAILABILITY OF DONOR ORGANS AND TISSUES WHILE UPHOLDING THE HIGHEST MEDICAL, LEGAL, ETHICAL AND FISCAL STANDARDS THROUGH INITIATIVES SUCH AS EDUCATIONAL AND INFORMATIONAL PROGRAMMING TO THECOMMUNITY AT LARGE THROUGH THE SPECIAL EVENTS AND CLINICAL TRAININGS SUPPORTED BY TRANSPLANT FOUNDATION TO THE MEDICAL COMMUNITY THROUGH ITS GIFT OF LIFE INSTITUTE; CONTINUED ON SCHEDULE O.- WORK IN PARTNERSHIP WITH THE REGION'S HOSPITALS AND HEALTH CARE PROFESSIONALS TO ENSURE THAT THE FAMILY OF EVERY POTENTIAL DONOR IS OFFERED THE OPPORTUNITY TO SUPPORT ORGAN AND TISSUE DONATION IN A COMPASSIONATE, TIMELY, INFORMATIVE, AND CARING MANNER;- PROVIDE EDUCATIONAL PROGRAMS AND MATERIALS TO POSITIVELY PREDISPOSE ALL MEMBERS OF THE COMMUNITY TO ORGAN AND TISSUE DONATION SO THAT DONATION IS VIEWED AS A FUNDAMENTAL HUMAN RESPONSIBILITY THROUGH PROGRAMMING SUCH AS DONORS ARE HEROES GRANTS;- SERVE AS A COMMUNITY RESOURCE BY PROVIDING SUPPORT FOR FAMILIES OF DONORS AS WELL AS TRANSPLANT RECIPIENTS AND THEIR FAMILIES THROUGH PROGRAMS SUCH AS ITS REGIONAL TRANSPLANT FAMILY SUPPORT GRANT PROGRAM WHICH FOCUSES ON SUPPORTING THOSE WHO TRAVEL FOR TRANSPLANT RELATED SERVICES IN THE HERSHEY/HARRISBURG, ALLENTOWN, READING, NORTHEASTERN PENNSYLVANIA, BRYN MAWR AND DELAWARE AREA TRANSPLANT CENTERS. LODGING AND SUPPORTIVE SERVICES ARE ALSO PROVIDED TO PATIENTS AND CAREGIVERS TRAVELLING FOR TRANSPLANT SERVICES TO THE PHILADELPHIA ARE THROUGH GIFT OF LIFE HOWIE'S HOUSE. ADDITIONALLY, SCHOLARSHIPS SUCH AS THE JESSICA BETH SCHWARTZ COLLEGE SCHOLARSHIP PROGRAM ARE PROVIDED TO SUPPORT ADVANCEMENT OF RECIPIENTS. - SERVE AS A LEADER IN THE ADVANCEMENT OF ORGAN AND TISSUE DONATION AND TRANSPLANTATION THROUGH STATE OF THE ART TRAINING & CONSULTING OFFERED BY GIFT OF LIFE INSTITUTE, AS WELL AS THROUGH FUNDING THE INNOVATIVE RESEARCH IN SUPPORT OF DONATION & TRANSPLANTATION GRANT PROGRAM INITIALLY ESTABLISHED IN 2015.IN ADDITION TO ITS ONGOING COMMUNITY EDUCATION AND GRANT PROGRAMS, AND THE PROGRAMMING THROUGH ITS GIFT OF LIFE INSTITUTE, TRANSPLANT FOUNDATION CONTINUES TO SUPPORT GIFT OF LIFE FAMILY HOUSE, A RONALD MCDONALD HOUSE-TYPE SETTING, WHERE FAMILIES OF PATIENTS UNDERGOING TRANSPLANTS AT TRANSPLANT CENTERS IN THE PHILADELPHIA REGION ARE ACCOMMODATED NEAR THE SITE OF THE SURGERY AND FOR FOLLOW-UP VISITS. TRANSPLANT FOUNDATION SUPPORTED THE PLANNING, DESIGN, PROGRAM DEVELOPMENT, AND CONSTRUCTION OF GIFT OF LIFE HOWIE'S HOUSE AND CONTINUES TO SUPPORT ITS ONGOING OPERATIONS. TRANSPLANT FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO SUPPORT THE MISSION OF GIFT OF LIFE DONOR PROGRAM, AS DETAILED IN PART III A. IN 2023, TRANSPLANT FOUNDATION FULFILLED THIS MISSION BY PROVIDING ONGOING SUPPORT TO GIFT OF LIFE INSTITUTE, ORGANIZING THE TEAM PHILADELPHIA ENTRY IN THE TRANSPLANT GAMES OF AMERICA, COORDINATING GIFT OF LIFE DONOR DASH AND CONTINUING ITS SUPPORT OF THE INNOVATIVE RESEARCH IN SUPPORT OF DONATION AND TRANSPLANTATION GRANT PROGRAM. TRANSPLANT FOUNDATION ALSO CONTRIBUTED TO COMMUNITY EDUCATIONAL INITIATIVES THROUGH GRANTS TO SCHOOLS, HOUSES OF WORSHIP, AND SCHOLARSHIPS. ADDITIONALLY, TRANSPLANT FOUNDATION INITIATED ITS REGIONAL TRANSPLANT FAMILY SUPPORT GRANT PROGRAM, WHICH ASSISTS THOSE TRAVELING FOR TRANSPLANT-RELATED CARE TO CENTERS IN HARRISBURG/HERSHEY, ALLENTOWN, READING, NORTHEASTERN PENNSYLVANIA, BRYN MAWR, AND DELAWARE BY FUNDING CERTAIN FOOD, LODGING, AND SUPPORT SERVICES. TRANSPLANT FOUNDATION ALSO EXTENDED ITS SUPPORT WITH A GRANT FOR THE ONGOING OPERATION OF GIFT OF LIFE FAMILY HOUSE.

    Expenses $3,444,440 · Grants $1,018,136 · Revenue $1,077,752

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • RICHARD D HASZ

    PRESIDENT & CEO

    Total calculated
    $946,726
    From this org
    $0
    From related orgs
    $794,105
    Other
    $152,621
    Hours/week
    3 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $526,404 related
    Bonus
    $0 + $187,500 related
    Other
    $0 + $80,201 related
    Deferred
    $0 + $128,548 related
    Nontaxable benefits
    $0 + $24,073 related
    Filer's total
    $0 + $946,726 related

  • CLYDE F BARKER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • MICHAEL MORITZ MD

    MEDICAL DIRECTOR

    Total calculated
    $183,000
    From this org
    $0
    From related orgs
    $183,000
    Other
    $0
    Hours/week
    0.3 + 30.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $183,000 related

  • MEG MCGOLDRICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • BARBARA WADSWORTH DNP RN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 0.7 related

  • GERARD J FULDA MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • MARSHALL SCHWARTZ MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • JAN L WEINSTOCK ESQ

    CHIEF ADMIN OFFICER & G.C.

    Total calculated
    $711,577
    From this org
    $0
    From related orgs
    $640,421
    Other
    $71,156
    Hours/week
    2 + 51.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $494,863 related
    Bonus
    $0 + $120,528 related
    Other
    $0 + $25,030 related
    Deferred
    $0 + $57,900 related
    Nontaxable benefits
    $0 + $13,256 related
    Filer's total
    $0 + $711,577 related

  • HOWARD M NATHAN

    EXECUTIVE DIRECTOR

    Total calculated
    $387,665
    From this org
    $327,174
    From related orgs
    $0
    Other
    $60,491
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $267,340
    Bonus
    $48,363
    Other
    $11,471
    Deferred
    $35,444
    Nontaxable benefits
    $25,047
    Filer's total
    $387,665

  • THERESA DALY

    DIRECTOR OF INSTITUTE

    Total calculated
    $253,339
    From this org
    $196,499
    From related orgs
    $0
    Other
    $56,840
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $180,717
    Bonus
    $14,000
    Other
    $1,782
    Deferred
    $24,476
    Nontaxable benefits
    $32,364
    Filer's total
    $253,339

  • LISA A COSCIA

    SR RESEARCH COORDINATOR

    Total calculated
    $135,460
    From this org
    $119,079
    From related orgs
    $0
    Other
    $16,381
    Hours/week
    45

  • ROBERT J NORDEN

    INSTRUCTIONAL CURRICULUM D

    Total calculated
    $158,971
    From this org
    $117,554
    From related orgs
    $0
    Other
    $41,417
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $114,762
    Bonus
    $2,000
    Other
    $792
    Deferred
    $13,402
    Nontaxable benefits
    $28,015
    Filer's total
    $158,971

  • DIANE FINNERTY

    EXECUTIVE ASSISTANT

    Total calculated
    $143,323
    From this org
    $117,426
    From related orgs
    $0
    Other
    $25,897
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
EXECUTIVE COMPENSATION IS PAID BY A RELATED ORGANIZATION. EXECUTIVE COMPENSATION IS DETERMINED ANNUALLY BY A COMMITTEE OF THAT BOARD COMPRISED OF INDEPENDENT BOARD MEMBERS WITH THE INPUT OF AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT INCLUDING A COMPETITIVE MARKET BASED ANALYSIS. THE PROCESS FOR DETERMINING COMPENSATION OF THESE POSITIONS IS DOCUMENTED IN THE MINUTES.
PART I, LINE 4B
RICHARD D. HASZ (PRESIDENT & CEO) RECEIVED DISTRIBUTION FROM 457F OF $32,170

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433199349311103

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