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← LIFELINK FOUNDATION INC

Form 990 for tax year 2022

Filed by LIFELINK FOUNDATION INC.

Totals

Total revenue
$157,150,867
Total expenses
$141,518,110
Contributions and grants received
$0
Grants paid
$175,239
Program service revenue
$152,642,230
Investment income
$4,339,542
Other revenue
$169,095
Total assets, end of year
$269,289,075
Total liabilities, end of year
$39,756,078
Net assets or fund balances, end of year
$229,532,997
Program services expenses (Part IX)
$132,506,209
Management and general expenses
$9,011,901
Fundraising expenses
$0
Program service expenses (Part III)
$132,506,209

Program services were 93.6% 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.

  • 2a · Program service revenue: ORGAN PLACEMENT

    total $87,802,762 · related or exempt $87,802,762

  • 2b · Program service revenue: TISSUE PLACEMENT

    total $54,745,076 · related or exempt $54,745,076

  • 2c · Program service revenue: IMMUNOLOGY LAB

    total $10,094,392 · related or exempt $10,094,392

  • 3 · Investment income

    total $7,552,893 · excluded $7,552,893

  • 7a · Gross sales of assets other than inventory

    securities $42,393,181

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

    securities $45,594,826 · other assets $11,706

  • 7c · Gain or loss

    securities -$3,201,645 · other assets -$11,706

  • 7d · Net gain or loss

    total -$3,213,351 · excluded -$3,213,351

  • 11a · Other revenue: ALLOGRAFT WAREHOUSING SERVICES

    total $169,095 · unrelated business $169,095

  • 11e · Other revenue, total

    $169,095

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $175,239 · program services $175,239

  • 5 · Compensation of officers, directors and key employees

    total $4,114,954 · program services $2,912,315 · management and general $1,202,639

  • 6 · Compensation of disqualified persons

    total $585,998 · program services $306,486 · management and general $279,512

  • 7 · Other salaries and wages

    total $47,802,614 · program services $44,824,921 · management and general $2,977,693

  • 8 · Pension plan contributions

    total $4,238,393 · program services $3,972,637 · management and general $265,756

  • 9 · Other employee benefits

    total $12,548,985 · program services $11,764,140 · management and general $784,845

  • 10 · Payroll taxes

    total $3,805,350 · program services $3,514,648 · management and general $290,702

  • 11b · Fees: legal

    total $289,558 · program services $16,699 · management and general $272,859

  • 11c · Fees: accounting

    total $113,350 · management and general $113,350

  • 11d · Fees: lobbying

    total $129,825 · program services $129,825

  • 11f · Fees: investment management

    total $266,021 · management and general $266,021

  • 11g · Fees: other

    total $34,489,987 · program services $34,350,028 · management and general $139,959

  • 12 · Advertising and promotion

    total $1,163,704 · program services $1,163,704

  • 13 · Office expenses

    total $4,654,750 · program services $4,535,611 · management and general $119,139

  • 14 · Information technology

    total $1,933,182 · program services $1,678,536 · management and general $254,646

  • 16 · Occupancy

    total $3,351,814 · program services $2,550,663 · management and general $801,151

  • 17 · Travel

    total $3,089,826 · program services $2,916,032 · management and general $173,794

  • 19 · Conferences, conventions and meetings

    total $290,212 · program services $286,553 · management and general $3,659

  • 20 · Interest

    total $32,766 · program services $32,766

  • 22 · Depreciation, depletion and amortization

    total $3,081,765 · program services $3,068,354 · management and general $13,411

  • 23 · Insurance

    total $1,021,066 · management and general $1,021,066

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $14,265,735 · program services $14,265,735

  • 24b · Other expenses: SETTLEMENT

    total $31,699 · management and general $31,699

  • 24c · Other expenses: DONATED PROPERTY EXPENS

    total $28,998 · program services $28,998

  • 24d · Other expenses: UBI TAX

    total $12,319 · program services $12,319

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $14,611,017 · end of year $16,740,262

  • 4 · Accounts receivable

    beginning of year $24,889,423 · end of year $21,758,765

  • 8 · Inventories for sale or use

    beginning of year $21,207,555 · end of year $20,561,919

  • 9 · Prepaid expenses and deferred charges

    beginning of year $513,266 · end of year $657,891

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

    $67,763,170

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

    $39,298,448

  • 10c · Land, buildings and equipment, net

    beginning of year $30,697,398 · end of year $28,464,722

  • 11 · Investments: publicly traded securities

    beginning of year $150,014,995 · end of year $177,984,165

  • 13 · Investments: program-related

    beginning of year $242,739 · end of year $242,739

  • 15 · Other assets

    beginning of year $683,334 · end of year $2,878,612

  • 17 · Accounts payable and accrued expenses

    beginning of year $35,962,796 · end of year $37,166,468

  • 23 · Secured mortgages and notes payable

    beginning of year $1,319,394 · end of year $707,272

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,882,338

  • 27 · Net assets without donor restrictions

    beginning of year $204,852,540 · end of year $228,808,000

  • 28 · Net assets with donor restrictions

    beginning of year $724,997 · end of year $724,997

Mission and programs · 2022

Mission

TO HONOR DONORS AND SAVE LIVES THROUGH ORGAN AND TISSUE DONATION. (EXPANDED MISSION ON SCHEDULE O)

Activities or mission (Part I)

ORGAN AND TISSUE PROCUREMENT AND TRANSPLANTATION

  • 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 COMMONWEALTH 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 2,597 LIFE-SAVING ORGAN TRANSPLANTS DURING THE 2022-2023 FISCAL YEAR. EACH LIFELINK OPO CONTRIBUTED TO THESE EFFORTS, WITH LIFELINK OF FLORIDA FACILITATING RECOVERY OF 345 DONORS, LEADING TO 922 ORGANS TRANSPLANTED, A 10% INCREASE OVER LAST YEAR. LIFELINK OF GEORGIA TRANSPLANTED 1,454 ORGANS FROM THE RECOVERY OF 478 DONORS, REPRESENTING AN ALMOST 24% INCREASE IN ORGAN DONORS AND A 39% INCREASE IN ORGANS TRANSPLANTED. LIFELINK OF PUERTO RICO RECOVERED 221 ORGANS TRANSPLANTED FROM 94 DONORS, A 5% INCREASE IN DONORS 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. THE LIFELINK ORGAN RECOVERY CENTER (ORC) AT PIEDMONT ATLANTA HOSPITAL FINISHED ITS SECOND YEAR AS A DEDICATED SPACE STAFFED WITH MEDICAL PROFESSIONALS SPECIALIZED IN FACILITATION OF THE ORGAN RECOVERY PROCESS. ONE OF ONLY A FEW SUCH FACILITIES IN THE NATION, THE ORC IS INTENDED TO ENHANCE 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. DURING THE 2022-2023 FISCAL YEAR, THERE WERE 923 ORGANS TRANSPLANTED FROM 253 DONORS RESULTING IN AN AVERAGE OF 3.65 ORGANS TRANSPLANTED PER DONOR. A SIMILAR CONCEPT OF DEDICATED SPACE WAS IMPLEMENTED AT AUXILIO MUTUO IN PUERTO RICO, WITH AN ADDITIONAL SPACE BEING CONCEPTUALIZED FOR LIFELINK OF FLORIDA. PARTNERSHIP WITH HOSPITALS DOES NOT END WITH ENGAGEMENT IN CLINICAL DONOR MANAGEMENT AND ORGAN RECOVERY. LIFELINK OPOS ALSO WORKED WITH APPROXIMATELY 200 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. LIFELINK RECRUITED AND PARTNERED WITH HOSPITALS BETWEEN OCTOBER 2022 AND APRIL 2023 TO PLAN AND CONDUCT ORGAN DONATION EDUCATION AND DONOR REGISTRATION ACTIVITIES.

    Expenses $75,061,412 · Grants $175,239 · Revenue $87,802,762

  • 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 72,000 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 101,500 GRAFTS WERE MADE AVAILABLE TO HELP PATIENTS RECOVER FROM DIFFICULT-TO-HEAL WOUNDS, DIABETIC ULCERS AND DURING IN 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.

    Expenses $48,671,129 · Revenue $54,745,076

  • 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 2022-2023 FISCAL YEAR, THE LIFELINK TRANSPLANTATION IMMUNOLOGY LABORATORY FACILITATED 931 LIFESAVING TRANSPLANTS FOR SIX TRANSPLANT CENTERS SERVED. THEY ALSO EVALUATED 554 LIVING DONORS AND 873 DECEASED DONORS AND CONDUCTED 41,425 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.

    Expenses $8,773,668 · Revenue $10,094,392

  • 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 913,559 INDIVIDUALS IN FLORIDA, GEORGIA, AND PUERTO RICO REGISTERED AS ORGAN AND TISSUE DONORS DURING THE 2022-2023 FISCAL YEAR.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jean Aiken Davis

    CHAIR/PRESIDENT & CEO

    Total calculated
    $707,351
    From this org
    $641,169
    From related orgs
    $0
    Other
    $66,182
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $525,694
    Bonus
    $102,898
    Other
    $12,577
    Deferred
    $44,398
    Nontaxable benefits
    $21,784
    Filer's total
    $707,351

  • Victor Bowers MD

    VICE CHAIR

    Total calculated
    $285,017
    From this org
    $233,726
    From related orgs
    $0
    Other
    $51,291
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $224,463
    Bonus
    $8,000
    Other
    $1,263
    Deferred
    $29,057
    Nontaxable benefits
    $22,234
    Filer's total
    $285,017

  • Thomas Pearson MD

    DIRECTOR, MEDICAL DIRECTOR LLGA

    Total calculated
    $110,428
    From this org
    $81,588
    From related orgs
    $0
    Other
    $28,840
    Hours/week
    20 + 2 related

  • Marty Sellers MD

    DIRECTOR, FORMER ASSOC MEDICAL DIR

    Total calculated
    $35,429
    From this org
    $15,301
    From related orgs
    $0
    Other
    $20,128
    Hours/week
    20

  • Joel Van Sickler MD

    DIRECTOR

    Total calculated
    $78,961
    From this org
    $52,685
    From related orgs
    $0
    Other
    $26,276
    Hours/week
    20 + 2 related

  • Esther Torres

    DIRECTOR

    Total calculated
    $104,107
    From this org
    $76,239
    From related orgs
    $0
    Other
    $27,868
    Hours/week
    20

  • Hal Mullis

    DIRECTOR

    Total calculated
    $2,250
    From this org
    $2,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Jeffrey Seavey

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • J David Vega

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Deborah Winegard

    DIRECTOR

    Total calculated
    $2,250
    From this org
    $2,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • James Wynn

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • William Cleveland MD

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Dara Simon CPA

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Christina Klein MD

    DIRECTOR

    Total calculated
    $750
    From this org
    $750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Benjamin James Ba

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Arnaldo Mignucci

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Shannon Holthaus

    DIRECTOR

    Total calculated
    $750
    From this org
    $750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Larry Jones

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • Jerome Lienhard

    DIRECTOR (THRU 1/7/23)

    Total calculated
    $750
    From this org
    $750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Stephanie Hernandezceo 9123

    TREASURER & COO/CFO (NON-VOTING)

    Total calculated
    $527,187
    From this org
    $378,805
    From related orgs
    $0
    Other
    $148,382
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $327,225
    Bonus
    $45,000
    Other
    $6,580
    Deferred
    $127,526
    Nontaxable benefits
    $20,856
    Filer's total
    $527,187

  • Patrick Brisley As Of 52223

    TREASURER & CFO (NON-VOTING)

    Total calculated
    $0
    Hours/week
    40 + 2 related

  • Theresa Daly

    EXEC DIR, OPO OPERATIONS

    Total calculated
    $238,657
    From this org
    $196,926
    From related orgs
    $0
    Other
    $41,731
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,427
    Bonus
    $250
    Other
    $249
    Deferred
    $21,476
    Nontaxable benefits
    $20,255
    Filer's total
    $238,657

  • Susan Rabel

    VP EXEC DIRECTOR

    Total calculated
    $279,522
    From this org
    $231,212
    From related orgs
    $0
    Other
    $48,310
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,844
    Bonus
    $23,306
    Other
    $3,062
    Deferred
    $28,026
    Nontaxable benefits
    $20,284
    Filer's total
    $279,522

  • Elizabeth M Lehr Thru 822

    SR VP, EXEC DIRECTOR LLFL-OPO

    Total calculated
    $804,588
    From this org
    $764,899
    From related orgs
    $0
    Other
    $39,689
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,387
    Bonus
    $43,305
    Other
    $553,207
    Deferred
    $19,431
    Nontaxable benefits
    $20,258
    Filer's total
    $804,588

  • Katherine Payne

    EXEC DIRECTOR LLGA

    Total calculated
    $274,863
    From this org
    $226,169
    From related orgs
    $0
    Other
    $48,694
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,099
    Bonus
    $12,000
    Other
    $70
    Deferred
    $28,434
    Nontaxable benefits
    $20,260
    Filer's total
    $274,863

  • Guillermina Sanchez

    EXEC DIRECTOR LLPR

    Total calculated
    $206,239
    From this org
    $167,223
    From related orgs
    $0
    Other
    $39,016
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,375
    Bonus
    $12,000
    Other
    $1,848
    Deferred
    $18,888
    Nontaxable benefits
    $20,128
    Filer's total
    $206,239

  • Michael Consilvio

    EXEC DIRECTOR GENERAL MGR

    Total calculated
    $421,071
    From this org
    $356,467
    From related orgs
    $0
    Other
    $64,604
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $317,130
    Bonus
    $32,661
    Other
    $6,676
    Deferred
    $44,398
    Nontaxable benefits
    $20,206
    Filer's total
    $421,071

  • John Lunz

    EXEC DIRECTOR IMMUNOLOGY LAB

    Total calculated
    $376,075
    From this org
    $315,018
    From related orgs
    $0
    Other
    $61,057
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $278,209
    Bonus
    $30,000
    Other
    $6,809
    Deferred
    $40,151
    Nontaxable benefits
    $20,906
    Filer's total
    $376,075

  • Timothy Ignatius

    VP SALES AND MARKETING

    Total calculated
    $302,901
    From this org
    $263,535
    From related orgs
    $0
    Other
    $39,366
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,091
    Bonus
    $16,350
    Other
    $85,094
    Deferred
    $17,643
    Nontaxable benefits
    $21,723
    Filer's total
    $302,901

  • Ruth Bell

    SR VP PUBLIC AFFAIRS

    Total calculated
    $266,178
    From this org
    $230,452
    From related orgs
    $0
    Other
    $35,726
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $102,922
    Bonus
    $30,000
    Other
    $97,530
    Deferred
    $13,083
    Nontaxable benefits
    $22,643
    Filer's total
    $266,178

  • Mark P Strong

    SR VP, ASSOC. EXEC DIRECTOR

    Total calculated
    $330,594
    From this org
    $274,203
    From related orgs
    $0
    Other
    $56,391
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,022
    Bonus
    $26,000
    Other
    $4,181
    Deferred
    $34,971
    Nontaxable benefits
    $21,420
    Filer's total
    $330,594

  • Brad Bassler

    VP OPS, ASSOC. EXEC DIRECTOR

    Total calculated
    $299,652
    From this org
    $245,600
    From related orgs
    $0
    Other
    $54,052
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,300
    Bonus
    $26,000
    Other
    $5,300
    Deferred
    $30,150
    Nontaxable benefits
    $23,902
    Filer's total
    $299,652

  • Cathy Masessa

    SR VP HUMAN RESOURCES

    Total calculated
    $289,358
    From this org
    $237,903
    From related orgs
    $0
    Other
    $51,455
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,922
    Bonus
    $37,613
    Other
    $368
    Deferred
    $27,597
    Nontaxable benefits
    $23,858
    Filer's total
    $289,358

  • Kathleen T Lilly Thru 5322

    FORMER EXEC VP OPO(SEE SCH J PT.III)

    Total calculated
    $1,065,920
    From this org
    $1,023,077
    From related orgs
    $0
    Other
    $42,843
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $114,115
    Bonus
    $0
    Other
    $908,962
    Deferred
    $21,595
    Nontaxable benefits
    $21,248
    Filer's total
    $1,065,920

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 $124,173 UNDER THE SERP DURING THE 2022 CALENDAR YEAR AS FOLLOWS: STEPHANIE HERNANDEZ, $83,924 KATHLEEN LILLY, $28,174 ELIZABETH M. LEHR, $12,075 INCLUDED IN OTHER REPORTABLE COMPENSATION FOR KATHY LILLY, FORMER EXECUTIVE VP OF OPO OPERATIONS AND ELIZABETH LEHR, FORMER SR VP EXECUTIVE DIRECTOR OF LIFELINK OF FLORIDA, ARE SERP BENEFIT DISTRIBUTIONS OF $753,106 AND $424,066, RESPECTIVELY. THE BENEFIT WAS EARNED BY EACH OVER THE COURSE OF 24+ YEARS OF EMPLOYMENT AND WAS AT RISK DURING THAT TIME. THE ANNUAL SERP CONTRIBUTIONS WERE REGULARLY REVIEWED AND APPROVED BY INDEPENDENT MEMBERS OF THE BOARD OF GOVERNORS WHO MAKE UP THE ORGANIZATION'S COMPENSATION COMMITTEE. OTHER THAN A SMALL AMOUNT OF CONTRIBUTIONS EARNED DURING CALENDAR 2022, THE ANNUAL SERP CONTRIBUTIONS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR FORM 990S. SEE PART II, COLUMN (F) FOR TOTAL PRIOR YEAR CONTRIBUTIONS. AS OF JUNE 30, 2023, STEPHANIE HERNANDEZ, COO/CFO (CURRENT CEO), IS THE SOLE PARTICIPANT OF THE PLAN.
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.

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.

  • LIFELINK LEGACY FUND INC

    501(C)(3) · TO SUPPORT THE LIFELINK FOUNDATION MISSION · FL · controlled entity

    Directly controlled by LIFELINK FOUNDATION INC

Provenance

Return type
form_990
Tax year
2022
Filed
2 May 2024
IRS schema version
2022v5.0
Source object
202431309349301613

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