Totals
- Total revenue
- $684,659
- Total expenses
- $396,551
- Contributions and grants received
- $258,350
- Grants paid
- $120,083
- Program service revenue
- $0
- Investment income
- $426,309
- Other revenue
- $0
- Total assets, end of year
- $9,545,941
- Total liabilities, end of year
- $94,086
- Net assets or fund balances, end of year
- $9,451,855
- Program services expenses (Part IX)
- $269,911
- Management and general expenses
- $58,765
- Fundraising expenses
- $67,875
- Program service expenses (Part III)
- $269,911
Program services were 68.1% 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.
-
1d · Related organizations
$107,531
-
1f · All other contributions, gifts and grants
$150,819
-
3 · Investment income
total $426,309 · excluded $426,309
-
7a · Gross sales of assets other than inventory
securities $175,000
-
7b · Less cost or other basis and sales expenses
securities $175,000
-
7c · Gain or loss
securities $0
-
7d · Net gain or loss
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $72,995 · program services $72,995
-
2 · Grants to domestic individuals
total $47,088 · program services $47,088
-
7 · Other salaries and wages
total $140,803 · program services $85,286 · management and general $30,623 · fundraising $24,894
-
8 · Pension plan contributions
total $14,954 · program services $8,749 · management and general $3,596 · fundraising $2,609
-
9 · Other employee benefits
total $27,380 · program services $19,166 · fundraising $8,214
-
10 · Payroll taxes
total $9,955 · program services $6,296 · management and general $1,822 · fundraising $1,837
-
11b · Fees: legal
total $2,723 · management and general $2,723
-
11c · Fees: accounting
total $1,013 · management and general $1,013
-
11g · Fees: other
total $7,269 · program services $1,181 · management and general $854 · fundraising $5,234
-
12 · Advertising and promotion
total $11,233 · fundraising $11,233
-
13 · Office expenses
total $13,347 · program services $9,623 · management and general $865 · fundraising $2,859
-
14 · Information technology
total $7,791 · program services $7,743 · management and general $48
-
16 · Occupancy
total $6,340 · program services $2,607 · management and general $3,733
-
17 · Travel
total $9,889 · program services $8,420 · management and general $1,251 · fundraising $218
-
19 · Conferences, conventions and meetings
total $9,840 · program services $34 · management and general $27 · fundraising $9,779
-
23 · Insurance
total $13,097 · management and general $12,099 · fundraising $998
-
24a · Other expenses: AFFILIATE DEPRECIATION
total $834 · program services $723 · management and general $111
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $30,056 · end of year $101,329
-
4 · Accounts receivable
beginning of year $8,592 · end of year $4,739
-
11 · Investments: publicly traded securities
beginning of year $8,582,543 · end of year $9,439,873
-
25 · Other liabilities
beginning of year $63,464 · end of year $94,086
-
27 · Net assets without donor restrictions
beginning of year $8,057,540 · end of year $8,965,161
-
28 · Net assets with donor restrictions
beginning of year $500,187 · end of year $486,694
Mission and programs · 2022
Mission
LIFELINK LEGACY FUND SUPPORTS TRANSPLANT PATIENTS THROUGH FINANCIAL ASSISTANCE PROGRAMS AS WELL AS FUNDS RESEARCH AND OTHER INITIATIVES THAT POSITIVELY IMPACT ORGAN DONATION AND THE TRANSPLANT COMMUNITY.
Activities or mission (Part I)
SUPPORT LIFELINK FOUNDATION, WHICH IS DEDICATED TO RECOVERING ORGANS FOR TRANSPLANTATION THERAPY.
-
LIFELINK LEGACY FUND IS A NON-PROFIT SUPPORTING ORGANIZATION OF LIFELINK FOUNDATION THAT PROVIDES FUNDING TO FURTHER THE MISSION OF SAVING LIVES THROUGH ORGAN AND TISSUE DONATION AND TRANSPLANTATION. AID FOR RESEARCH AND DEVELOPMENT, MEDICAL STUDENT RESEARCH/INTERN PROGRAMS AND PRE- AND POST-ORGAN TRANSPLANT PATIENTS IN FINANCIAL NEED ARE JUST A FEW OF THE IMPACTIVE INITIATIVES OF LIFELINK LEGACY FUND. TOTAL CONTRIBUTIONS RAISED $150,819.(CONTINUED ON SCHEDULE O)FINANCIAL ASSISTANCE FOR TRANSPLANT PATIENTS - PLEDGE PROGRAM: THIS PROGRAM HELPS PATIENTS MEET NECESSARY FUNDING REQUIREMENTS FOR PLACEMENT ON THE NATIONAL ORGAN TRANSPLANT WAITING LIST BY PROVIDING A FINANCIAL GUARANTEE FOR PRE-TRANSPLANT PATIENTS WHOSE ONLY BARRIER TO PLACEMENT ON THE ORGAN TRANSPLANT WAITING LIST IS FINANCIAL CLEARANCE FROM THEIR TRANSPLANT CENTER. PLEDGE PROGRAM DOLLARS ARE ACCESSIBLE FOR PATIENT CARE AFTER THE DATE OF HAVING RECEIVED THE GIFT OF LIFE THROUGH ORGAN TRANSPLANTATION.TO DATE, 34 PEOPLE HAVE RECEIVED A LIFESAVING ORGAN TRANSPLANT THANKS TO FINANCIAL ASSISTANCE RECEIVED SINCE THE INCEPTION OF THE PROGRAM.PATIENT ASSISTANCE:LIFELINK LEGACY FUND CONTINUED TO SERVE TRANSPLANT PATIENTS IN FINANCIAL NEED. FOR THE YEAR ENDED JUNE 30, 2023, THE LIFELINK LEGACY FUND FULFILLED FORTY-NINE (49) PATIENT ASSISTANCE REQUESTS TOTALING $47,088 TO SUPPORT SHORT-TERM NECESSARY EXPENSES RELATED TO THEIR TRANSPLANT CARE, INCLUDING MEDICATION, TRAVEL, AND ESSENTIAL DENTAL PROCEDURES, AMONG OTHERS. THESE FINANCIAL SUPPORT PROGRAMS WERE AVAILABLE TO PATIENTS AT PARTNER ORGAN TRANSPLANT CENTERS IN FLORIDA, GEORGIA, AND PUERTO RICO. LIFELINK LEGACY FUND:LIFELINK LEGACY FUND CO-HOSTED THE 2023 ROAR THROUGH YBOR 5K & 1 MILE FUN RUN ON MARCH 31, 2023. IN PARTNERSHIP WITH FELLOW CO-HOST, LIONS WORLD VISION. THIS EVENT STRIVES TO CONTINUE THE LIFESAVING MESSAGE OF ORGAN, TISSUE, AND EYE DONATION, WHILE RAISING FUNDS FOR LIFELINK LEGACY FUND INITIATIVES AND LIONS WORLD VISION THAT BENEFIT ORGAN, TISSUE AND EYE DONATION AND TRANSPLANTATION OUTCOMES. THIS EVENT HELPED BENEFIT THE LIFELINK LEGACY FUND BY APPROXIMATELY $35,000.
Expenses $196,916 · Grants $47,088
-
LIFELINK LEGACY FUND AWARDED SCIENTIFIC RESEARCH AND COMMUNITY GRANTS. THE LIFELINK LEGACY FUND PROVIDED FUNDS FOR A CLINICAL RESEARCH INTERNSHIP PROGRAM AIMED AT PROVIDING PRE-MEDICAL COLLEGE STUDENTS A HANDS-ON EXPERIENCE WORKING DIRECTLY WITH ORGAN TRANSPLANT PHYSICIANS IN A HOSPITAL SETTING. FUNDING WAS ALSO PROVIDED IN SUPPORT OF BOTH PEDIATRIC TRANSPLANT PATIENT CAMP PROGRAMS AND ORGAN DONOR FAMILY ENGAGEMENT. DISTRIBUTION OF SUPPORT FOR SCIENTIFIC RESEARCH AND COMMUNITY GRANTS TOTALED $72,995.
Expenses $72,995 · Grants $72,995
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Larry JonesLARRY JONES
CHAIR
- Total calculated
- $1,500
- From this org
- $0
- From related orgs
- $1,500
- Other
- $0
- Hours/week
- 2 + 2 related
-
Victor Bowers MDVICTOR BOWERS MD
DIRECTOR
- Total calculated
- $285,017
- From this org
- $0
- From related orgs
- $233,726
- Other
- $51,291
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $224,463 related
- Bonus
- $0 + $8,000 related
- Other
- $0 + $1,263 related
- Deferred
- $0 + $29,057 related
- Nontaxable benefits
- $0 + $22,234 related
- Filer's total
- $0 + $285,017 related
-
Martha MinahanMARTHA MINAHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Thomas PearsonTHOMAS PEARSON
DIRECTOR
- Total calculated
- $110,428
- From this org
- $0
- From related orgs
- $81,588
- Other
- $28,840
- Hours/week
- 2 + 20 related
-
Richard RedmonRICHARD REDMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Joel Van Sickler MDJOEL VAN SICKLER MD
DIRECTOR
- Total calculated
- $78,961
- From this org
- $0
- From related orgs
- $52,685
- Other
- $26,276
- Hours/week
- 2 + 20 related
-
Jean Aiken DavisJEAN AIKEN DAVIS
VICE CHAIR & PRESIDENT/CEO
- Total calculated
- $707,351
- From this org
- $0
- From related orgs
- $641,169
- Other
- $66,182
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $525,694 related
- Bonus
- $0 + $102,898 related
- Other
- $0 + $12,577 related
- Deferred
- $0 + $44,398 related
- Nontaxable benefits
- $0 + $21,784 related
- Filer's total
- $0 + $707,351 related
-
Stephanie HernandezSTEPHANIE HERNANDEZ
TREASURER & COO/CFO (CEO 9/1/23)
- Total calculated
- $527,187
- From this org
- $0
- From related orgs
- $378,805
- Other
- $148,382
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $327,225 related
- Bonus
- $0 + $45,000 related
- Other
- $0 + $6,580 related
- Deferred
- $0 + $127,526 related
- Nontaxable benefits
- $0 + $20,856 related
- Filer's total
- $0 + $527,187 related
-
Patrick BrisleyPATRICK BRISLEY
TREASURER & CFO (AS OF 5/22/23)
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Linda ArantLINDA ARANT
SECRETARY
- Total calculated
- $106,169
- From this org
- $0
- From related orgs
- $76,822
- Other
- $29,347
- Hours/week
- 15 + 40 related
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 4B
- THE LIFELINK FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION (SEE SCHEDULE R, PART II), 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. STEPHANIE HERNANDEZ, COO/CFO (CURRENT CEO), IS A PARTICIPANT OF THE PLAN.
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
-
$32,995
TAMPA GENERAL MEDICAL GROUP SUMMER RESEARCH SCHOLARSHIP
-
SPONSOR CAMP INDEPENDENCE FOR TRANSPLANT CHILDREN
-
ONE LEGACY INC
$10,000
EDUCATE ON ORGAN & TISSUE DONATION - ROSE PARADE
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.
-
501(C)(3) · ORGAN AND TISSUE PROCUREMENT AND TRANSPLANTATION · FL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421309349301612
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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