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Nonprofiteer
← LIFELINK FOUNDATION INC

Form 990 for tax year 2023

Filed by LIFELINK FOUNDATION INC.

Totals

Total revenue
$167,670,624
Total expenses
$156,551,520
Contributions and grants received
$0
Grants paid
$468,059
Program service revenue
$158,934,068
Investment income
$8,571,121
Other revenue
$165,435
Total assets, end of year
$291,620,912
Total liabilities, end of year
$39,870,108
Net assets or fund balances, end of year
$251,750,804
Program services expenses (Part IX)
$147,194,450
Management and general expenses
$9,357,070
Fundraising expenses
$0
Program service expenses (Part III)
$147,194,450

Program services were 94.0% 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 $94,787,193 · related or exempt $94,787,193

  • 2b · Program service revenue: TISSUE PLACEMENT

    total $52,773,166 · related or exempt $52,773,166

  • 2c · Program service revenue: IMMUNOLOGY LAB

    total $11,373,709 · related or exempt $11,373,709

  • 3 · Investment income

    total $8,451,386 · excluded $8,451,386

  • 7a · Gross sales of assets other than inventory

    securities $30,185,325 · other assets $42,695

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

    securities $30,101,436 · other assets $6,849

  • 7c · Gain or loss

    securities $83,889 · other assets $35,846

  • 7d · Net gain or loss

    total $119,735 · excluded $119,735

  • 11a · Other revenue: ALLOGRAFT WAREHOUSING SERVICES

    total $165,435 · unrelated business $165,435

  • 11e · Other revenue, total

    $165,435

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $468,059 · program services $468,059

  • 5 · Compensation of officers, directors and key employees

    total $4,852,151 · program services $2,916,890 · management and general $1,935,261

  • 6 · Compensation of disqualified persons

    total $322,348 · program services $322,348

  • 7 · Other salaries and wages

    total $52,420,329 · program services $49,783,538 · management and general $2,636,791

  • 8 · Pension plan contributions

    total $4,633,130 · program services $4,400,079 · management and general $233,051

  • 9 · Other employee benefits

    total $15,091,006 · program services $14,331,914 · management and general $759,092

  • 10 · Payroll taxes

    total $4,130,519 · program services $3,821,829 · management and general $308,690

  • 11b · Fees: legal

    total $414,694 · management and general $414,694

  • 11c · Fees: accounting

    total $172,500 · management and general $172,500

  • 11d · Fees: lobbying

    total $225,304 · program services $225,304

  • 11f · Fees: investment management

    total $309,782 · management and general $309,782

  • 11g · Fees: other

    total $37,764,583 · program services $37,677,090 · management and general $87,493

  • 12 · Advertising and promotion

    total $1,737,672 · program services $1,737,672

  • 13 · Office expenses

    total $4,913,870 · program services $4,799,202 · management and general $114,668

  • 14 · Information technology

    total $2,132,925 · program services $1,822,038 · management and general $310,887

  • 16 · Occupancy

    total $3,439,484 · program services $2,661,834 · management and general $777,650

  • 17 · Travel

    total $2,236,382 · program services $2,011,947 · management and general $224,435

  • 19 · Conferences, conventions and meetings

    total $467,774 · program services $458,668 · management and general $9,106

  • 20 · Interest

    total $12,552 · program services $12,552

  • 22 · Depreciation, depletion and amortization

    total $2,961,782 · program services $2,934,243 · management and general $27,539

  • 23 · Insurance

    total $1,035,431 · management and general $1,035,431

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $16,782,474 · program services $16,782,474

  • 24b · Other expenses: DONATED PROPERTY EXPENS

    total $23,448 · program services $23,448

  • 24c · Other expenses: UBI TAX

    total $3,321 · program services $3,321

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $16,740,262 · end of year $12,962,537

  • 4 · Accounts receivable

    beginning of year $21,758,765 · end of year $29,068,820

  • 8 · Inventories for sale or use

    beginning of year $20,561,919 · end of year $21,622,354

  • 9 · Prepaid expenses and deferred charges

    beginning of year $657,891 · end of year $658,207

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

    $68,590,901

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

    $41,260,998

  • 10c · Land, buildings and equipment, net

    beginning of year $28,464,722 · end of year $27,329,903

  • 11 · Investments: publicly traded securities

    beginning of year $177,984,165 · end of year $196,800,286

  • 12 · Investments: other securities

    beginning of year $0 · end of year $200,221

  • 13 · Investments: program-related

    beginning of year $242,739 · end of year $238,421

  • 15 · Other assets

    beginning of year $2,878,612 · end of year $2,740,163

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,166,468 · end of year $38,064,476

  • 23 · Secured mortgages and notes payable

    beginning of year $707,272 · end of year $273,821

  • 25 · Other liabilities

    beginning of year $1,882,338 · end of year $1,531,811

  • 27 · Net assets without donor restrictions

    beginning of year $228,808,000 · end of year $251,025,807

  • 28 · Net assets with donor restrictions

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

Mission and programs · 2023

Mission

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

Activities or mission (Part I)

TO HONOR DONORS AND SAVE LIVES THROUGH ORGAN AND TISSUE DONATION.

  • 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.

    Expenses $82,542,490 · Grants $468,059 · Revenue $94,787,193

  • 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.

    Expenses $52,746,691 · Revenue $52,773,166

  • 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.

    Expenses $11,905,269 · Revenue $11,373,709

  • 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.

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

Listed in Part VII

  • Jean Davis Chair

    PAST PRESIDENT & CEO (THRU 9/1/23)

    Total calculated
    $931,979
    From this org
    $880,240
    From related orgs
    $0
    Other
    $51,739
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $396,918
    Bonus
    $108,042
    Other
    $375,280
    Deferred
    $30,507
    Nontaxable benefits
    $21,232
    Filer's total
    $931,979

  • Stephanie Hernandez

    PRESIDENT & CEO

    Total calculated
    $740,264
    From this org
    $479,713
    From related orgs
    $0
    Other
    $260,551
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $404,441
    Bonus
    $66,500
    Other
    $8,772
    Deferred
    $240,183
    Nontaxable benefits
    $20,368
    Filer's total
    $740,264

  • Victor Bowers MD

    VICE CHAIR, MEDICAL DIRECTOR OPO

    Total calculated
    $373,503
    From this org
    $306,744
    From related orgs
    $0
    Other
    $66,759
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $291,711
    Bonus
    $14,420
    Other
    $613
    Deferred
    $44,301
    Nontaxable benefits
    $22,458
    Filer's total
    $373,503

  • Thomas Pearson MD

    DIRECTOR, MEDICAL DIRECTOR LLGA

    Total calculated
    $110,777
    From this org
    $82,121
    From related orgs
    $0
    Other
    $28,656
    Hours/week
    20 + 2 related

  • Joel Van Sickler MD

    DIRECTOR, ASSOC MEDICAL DIRECTOR LLFL

    Total calculated
    $80,312
    From this org
    $54,477
    From related orgs
    $0
    Other
    $25,835
    Hours/week
    20 + 2 related

  • Esther Torres

    DIRECTOR, MEDICAL DIRECTOR OPO PR

    Total calculated
    $104,506
    From this org
    $76,681
    From related orgs
    $0
    Other
    $27,825
    Hours/week
    20

  • Harold W Mullis Jr Esquire

    DIRECTOR

    Total calculated
    $3,750
    From this org
    $3,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Jeffrey L Seavey CFP

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • J David Vega MD

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Deborah Winegard JD

    DIRECTOR

    Total calculated
    $3,750
    From this org
    $3,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • James J Wynn MD

    DIRECTOR

    Total calculated
    $3,750
    From this org
    $3,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • William Cleveland

    DIRECTOR

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

  • Dara Simon

    DIRECTOR

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

  • Christina Klein

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Benjamin James

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Arnold Mignucci

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Marty Sellers

    DIRECTOR

    Total calculated
    $3,750
    From this org
    $3,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Shannon Holthaus

    DIRECTOR

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

  • Larry Jones

    DIRECTOR-LEGACY

    Total calculated
    $3,750
    From this org
    $3,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • Patrick Brisley

    TREASURER & CFO (NON-VOTING)

    Total calculated
    $185,316
    From this org
    $147,674
    From related orgs
    $0
    Other
    $37,642
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $147,115
    Bonus
    $500
    Other
    $59
    Deferred
    $18,002
    Nontaxable benefits
    $19,640
    Filer's total
    $185,316

  • Theresa Daly

    EXEC DIR, OPO OPERATIONS

    Total calculated
    $387,511
    From this org
    $323,987
    From related orgs
    $0
    Other
    $63,524
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $295,945
    Bonus
    $24,000
    Other
    $4,042
    Deferred
    $43,666
    Nontaxable benefits
    $19,858
    Filer's total
    $387,511

  • Susan Rabel

    VP EXEC DIRECTOR

    Total calculated
    $306,837
    From this org
    $254,476
    From related orgs
    $0
    Other
    $52,361
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,294
    Bonus
    $15,000
    Other
    $6,182
    Deferred
    $32,565
    Nontaxable benefits
    $19,796
    Filer's total
    $306,837

  • Katherine Payne

    EXEC DIRECTOR LLGA

    Total calculated
    $298,846
    From this org
    $247,158
    From related orgs
    $0
    Other
    $51,688
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,649
    Bonus
    $17,431
    Other
    $78
    Deferred
    $31,916
    Nontaxable benefits
    $19,772
    Filer's total
    $298,846

  • Guillermina Sanchez

    EXEC DIRECTOR LLPR

    Total calculated
    $216,712
    From this org
    $177,250
    From related orgs
    $0
    Other
    $39,462
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,453
    Bonus
    $12,000
    Other
    $3,797
    Deferred
    $19,822
    Nontaxable benefits
    $19,640
    Filer's total
    $216,712

  • Michael Consilvio

    EXEC DIRECTOR GENERAL MGR

    Total calculated
    $435,047
    From this org
    $367,887
    From related orgs
    $0
    Other
    $67,160
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $329,818
    Bonus
    $30,000
    Other
    $8,069
    Deferred
    $47,442
    Nontaxable benefits
    $19,718
    Filer's total
    $435,047

  • John Lunz

    EXEC DIRECTOR IMMUNOLOGY LAB

    Total calculated
    $452,331
    From this org
    $356,533
    From related orgs
    $0
    Other
    $95,798
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $308,762
    Bonus
    $40,661
    Other
    $7,110
    Deferred
    $75,430
    Nontaxable benefits
    $20,368
    Filer's total
    $452,331

  • Mark P Strong

    SR VP, ASSOC. EXEC DIRECTOR

    Total calculated
    $341,673
    From this org
    $284,059
    From related orgs
    $0
    Other
    $57,614
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,733
    Bonus
    $25,000
    Other
    $5,326
    Deferred
    $36,194
    Nontaxable benefits
    $21,420
    Filer's total
    $341,673

  • Catherine Gebhart

    DIRECTOR, IMMUNOLOGY LAB

    Total calculated
    $335,416
    From this org
    $274,961
    From related orgs
    $0
    Other
    $60,455
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $269,782
    Bonus
    $5,000
    Other
    $179
    Deferred
    $39,035
    Nontaxable benefits
    $21,420
    Filer's total
    $335,416

  • Brad Bassler

    VP OPS, ASSOC. EXEC DIRECTOR

    Total calculated
    $315,555
    From this org
    $260,138
    From related orgs
    $0
    Other
    $55,417
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,469
    Bonus
    $25,000
    Other
    $5,669
    Deferred
    $32,215
    Nontaxable benefits
    $23,202
    Filer's total
    $315,555

  • Cathy Masessa

    SR VP HUMAN RESOURCES

    Total calculated
    $307,792
    From this org
    $254,233
    From related orgs
    $0
    Other
    $53,559
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,284
    Bonus
    $37,612
    Other
    $5,337
    Deferred
    $29,201
    Nontaxable benefits
    $24,358
    Filer's total
    $307,792

  • Arthur Heinrichs

    SR VP CORP COMP OFFICER

    Total calculated
    $283,638
    From this org
    $236,654
    From related orgs
    $0
    Other
    $46,984
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,786
    Bonus
    $25,000
    Other
    $5,868
    Deferred
    $24,326
    Nontaxable benefits
    $22,658
    Filer's total
    $283,638

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 $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.

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
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202541339349305899

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