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Nonprofiteer
← SOUTHWEST TRANSPLANT ALLIANCE INC

Form 990 for tax year 2023

Filed by SOUTHWEST TRANSPLANT ALLIANCE INC.

Totals

Total revenue
$90,748,016
Total expenses
$83,674,717
Contributions and grants received
$200,000
Grants paid
$0
Program service revenue
$89,247,938
Investment income
$1,224,986
Other revenue
$75,092
Total assets, end of year
$102,611,655
Total liabilities, end of year
$58,869,526
Net assets or fund balances, end of year
$43,742,129
Program services expenses (Part IX)
$74,257,243
Management and general expenses
$9,417,474
Fundraising expenses
$0
Program service expenses (Part III)
$74,257,243

Program services were 88.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHERYL CAMIN MURRAY

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • DONNA HALSTEAD

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • W STEPHEN LOVE

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • RON MURFF

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • KRISTI NELSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • AMANDA ROCKOW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PARSIA VAGEFI MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOHN PHILLIPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TONY BRIDWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KENYA WOODRUFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOHN CARVER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHARLES TOWNSEND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BRADLEY L ADAMS

    PRESIDENT & CEO

    Total calculated
    $709,413
    From this org
    $653,593
    From related orgs
    $0
    Other
    $55,820
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $507,885
    Bonus
    $145,708
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $22,820
    Filer's total
    $709,413

  • STEPHANIE BOWMAN

    CFO

    Total calculated
    $445,415
    From this org
    $388,554
    From related orgs
    $0
    Other
    $56,861
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,343
    Bonus
    $88,211
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $23,861
    Filer's total
    $445,415

  • DOUGLAS BUTLER

    CHIEF OPERATING OFFICER

    Total calculated
    $428,060
    From this org
    $376,791
    From related orgs
    $0
    Other
    $51,269
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,227
    Bonus
    $86,564
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $18,269
    Filer's total
    $428,060

  • GEOFF FUNK

    CHIEF MEDICAL OFFICER

    Total calculated
    $651,509
    From this org
    $594,617
    From related orgs
    $0
    Other
    $56,892
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $460,131
    Bonus
    $134,486
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $23,892
    Filer's total
    $651,509

  • PETER J HORTON

    RECOVERY SURGEON

    Total calculated
    $486,261
    From this org
    $436,857
    From related orgs
    $0
    Other
    $49,404
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $403,411
    Bonus
    $33,446
    Other
    $0
    Deferred
    $26,400
    Nontaxable benefits
    $23,004
    Filer's total
    $486,261

  • KIRSTEN GAPPELBERG

    CHIEF EXTERNAL AFFAIRS OFFICER (FORMER)

    Total calculated
    $449,615
    From this org
    $434,173
    From related orgs
    $0
    Other
    $15,442
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $422,061
    Bonus
    $12,112
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,442
    Filer's total
    $449,615

  • ANNA CERVANTES

    DIRECTOR OF ORGAN RECOVERY AND RESEARCH

    Total calculated
    $320,941
    From this org
    $282,730
    From related orgs
    $0
    Other
    $38,211
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,140
    Bonus
    $43,590
    Other
    $0
    Deferred
    $22,919
    Nontaxable benefits
    $15,292
    Filer's total
    $320,941

  • PATTI NILES

    ADVISOR (SEE SCH J)

    Total calculated
    $474,428
    From this org
    $463,710
    From related orgs
    $0
    Other
    $10,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $40,000
    Bonus
    $189,502
    Other
    $234,208
    Deferred
    $0
    Nontaxable benefits
    $10,718
    Filer's total
    $474,428

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 4B
PATTI NILES RECEIVED A 457 DEFERRED COMPENSATION DISTRIBUTION OF $234,208 IN 2023.

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

No itemized grants to organizations 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
8 November 2024
IRS schema version
2023v5.1
Source object
202433199349315833

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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