2024-11-15T10:02:14-06:00 2023-12-31 420714325 RSM US LLP 4650 EAST 53RD STREET DAVENPORT IA 528073479 990 2023-01-01 463570900 DONATE LIFE FOUNDATION DONA 3147358200 1110 HIGHLANDS PLAZA DR EAST 100 ST LOUIS MO 63110 KEVIN LEE PRESIDENT/CEO 3147358200 2024-11-12 1 0 JENIFER L CHASE P01306883 5638884000 2024-11-12 2023 2024-10-15 13:58:12Z MID-AMERICA TRANSPLANT FOUNDATION KEVIN LEE 1110 HIGHLANDS PLAZA DR EAST 100 ST LOUIS MO 63110 12376183 0 X WWW.MIDAMERICATRANSPLANT.ORG X 2013 MO TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY ORGAN AND TISSUE DONATION AND TRANSPLANTATION. TO TRANSFORM OUR COMMUNITY BY ELIMINATING THE WAITING LIST FOR ORGAN AND TISSUE TRANSPLANTS. 11 11 1 168 139039 133076 103817 2433595 31010 70735 2920825 9871853 0 0 3055652 12376183 5847860 2700777 0 0 545701 199394 0 0 0 1207128 1118708 7600689 4018879 -4545037 8357304 76721131 85512459 216752 100364 76504379 85412095 TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY ORGAN AND TISSUE DONATION AND TRANSPLANTATION. TO TRANSFORM OUR COMMUNITY BY ELIMINATING THE WAITING LIST FOR ORGAN AND TISSUE TRANSPLANTS. 0 0 2774589 1456487 70735 FAMILY HOUSE WAS OPENED IN 2013. IT PROVIDES LODGING ASSISTANCE TO PATIENTS WHO MUST RESIDE CLOSE TO THE TRANSPLANT CENTER WHILE AWAITING A TRANSPLANT OR RECEIVING CARE POST-TRANSPLANT SURGERY. IN 2023, THE FAMILY HOUSE SUPPORTED 98 RECIPIENTS AND FAMILIES WITH OVER 6,000 NIGHTS OCCUPIED. 961950 961950 0 THE CLINICAL INNOVATION FUND SUPPORTS CLINICAL RESEARCH IN THE AREA OF ORGAN, TISSUE, AND EYE DONATION AND TRANSPLANTATION. 282340 282340 0 COMMUNITY GRANTS ARE AWARDED TO ORGANIZATIONS THAT IMPROVE THE HEALTH OF OUR COMMUNITIES THROUGH MENTAL AND PREVENTATIVE HEALTH PROGRAMS THAT IMPACT ORGAN, TISSUE, AND EYE DONATION AND TRANSPLANTATION. 4018879 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 24 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X KEVIN LEE 3147358200 1110 HIGHLANDS PLAZA DR EAST 100 ST LOUIS MO 63110 ROBERT REAM MD DIRECTOR 1.00 X 2650 0 0 JENNIFER DAVIS DIRECTOR 1.00 X 2300 0 0 DWAYNE INGRAM DIRECTOR 1.00 X 2300 0 0 JORGE RIOPEDRE SECRETARY/TREASURER 1.00 X X 2200 0 0 GENE RIDOLFI VICE CHAIR 1.00 X X 2000 0 0 GABRIELLE KENNEDY DIRECTOR 1.00 X 1800 0 0 RON YOUNG DIRECTOR 1.00 X 1800 0 0 JOHN REED DIRECTOR 1.00 X 1250 0 0 ELLEN BARNIDGE CHAIR 1.00 X X 1000 0 0 EMILY GIVENS DIRECTOR 1.00 X 1000 0 0 KEVIN LEE PRESIDENT/CEO 1.00 37.50 X 0 386208 38291 DIANE BROCKMEIER EMERITA PRESIDENT/CEO 1.00 15.00 X 0 415461 10786 LAUREN BRENNER INTERIM EXECUTIVE DIRECTOR 5.00 32.50 X 0 159935 29740 18300 961604 78817 0 0 1 0 0 2322367 111228 2433595 FAMILY HOUSE REVENUE 900099 70735 70735 70735 2184103 139039 2045064 7687750 0 7687750 7687750 7687750 12376183 70735 139039 9732814 2578552 2578552 122225 122225 171162 171162 12176 12176 9548 9548 6508 6508 215 215 14200 14200 133837 133837 124182 124182 1500 1500 35800 35800 65039 65039 48738 48738 55477 55477 29641 29641 504492 504492 REPAIRS AND MAINTENANCE 105587 105587 4018879 4018879 0 0 253701 237276 13770 3960 1080 1436 12657781 734969 12410459 11922812 64042121 73255083 0 91892 76721131 85512459 216752 19349 0 81015 216752 100364 X 76504379 85412095 76504379 85412095 76721131 85512459 8357304 550412 0 X X 0 1 X 1 0 X X 1 MID-AMERICA TRANSPLANT SERVICES 277426306 10 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: DONATE LIFE FOUNDATION (FOUNDATION) PROVIDES GRANTS, THROUGH ITS CLINICAL INNOVATION FUND, TO SUPPORT INNOVATIVE RESEARCH THAT WILL ADDRESS CLINICAL ISSUES IN THE AREA OF ORGAN AND/OR TISSUE TRANSPLANTATION THAT WILL HAVE A MEASURABLE IMPACT ON THE FIELD IN TWO TO FOUR YEARS. THE FOUNDATION ALSO PROVIDES GRANTS TO HEALTH CARE ORGANIZATIONS IN ITS DESIGNATED SERVICE AREA; PROMOTES THE USE OF HUMAN ORGAN AND TISSUE TRANSPLANTS BY HOSPITALS AND OTHER MEDICAL CARE PROVIDERS; EDUCATES THE PUBLIC AND PROFESSIONAL COMMUNITY ABOUT THE USE AND BENEFITS OF HUMAN ORGAN AND TISSUE DONATIONS AND TRANSPLANTS; PROMOTES, IN COOPERATION WITH OTHER INTERESTED ORGANIZATIONS, HUMAN ORGAN AND TISSUE DONATIONS; AND, THROUGH THEIR COMMUNITY BENEFIT PROGRAMS, SUPPORTS EFFORTS TO REDUCE THE NEED FOR HUMAN ORGAN AND TISSUE TRANSPLANTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 596561 596561 11746656 640600 11106056 314564 94369 220195 11922812 MONEY MARKET FUNDS 3728520 F MUNICIPAL BONDS 388706 F CORPORATE BONDS 2951197 F FOREIGN BONDS 304092 F MUTUAL FUNDS 56627706 F U.S. TREASURIES 1800238 F ALTERNATIVE INVESTMENTS 7454624 F 73255083 LEASE LIABILITY 81015 81015 X 12599339 550412 550412 12048927 133837 193419 327256 12376183 3691623 0 3691623 133837 193419 327256 4018879 PART X, LINE 2: DONATE LIFE FOUNDATION (FOUNDATION) IS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM INCOME TAXES ON RELATED INCOME UNDER SECTION 501(A) OF THE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) SECTION 740-10 CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM STANDARD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS NOT TAKEN ANY UNCERTAIN TAX POSITION THAT SHOULD BE ACCOUNTED FOR UNDER ASC SECTION 740-10. THE FOUNDATION CONTINUALLY EVALUATES THE EFFECTS OF ALL TAX POSITIONS TAKEN INCLUDING EXPIRING STATUTES OF LIMITATIONS, TAX EXAMINATIONS, UNRELATED BUSINESS INCOME AND NEW AUTHORITATIVE RULINGS. THE FOUNDATION FILES FEDERAL INFORMATION RETURNS AND INCOME TAX RETURNS IN CONNECTION WITH UNRELATED BUSINESS INCOME. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE RECOGNIZED IN EXPENSES IN AUDIT REPORT 193,419. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVENUE RECOGNIZED IN EXPENSES IN AUDIT REPORT 193,419. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 305540 0 0 0 0 0 0 305540 0 305540 1 0 1 0 1 0 1 WASHINGTON UNIVERSITY 700 ROSEDALE AVE ST LOUIS MO 63112 430653611 501(C)(3) 562408 0 SCIENCE-CLINICAL INNVOVATION LOST & FOUND GRIEF CENTER 1555 S GLENSTONE AVE SPRINGFIELD MO 65804 431896981 501(C)(3) 98800 0 COMMUNITY-GRIEF CENTERS ST LOUIS BREAVEMENT CENTER FOR YOUNG PEOPLE DBA ANNIE'S HOPE 1333 W LOCKWOOD AVE SUITE 104 ST LOUIS MO 63122 431801433 501(C)(3) 100000 0 COMMUNITY-GRIEF CENTERS FAMILY HOSPICE OF BELLEVILLE AREA 5110 WEST MAIN STREET BELLEVILLE IL 62226 371279271 501(C)(3) 99927 0 COMMUNITY-GRIEF CENTERS CASA DE SALUD 3200 CHOUTEAU AVE ST LOUIS MO 63103 270732049 501(C)(3) 99750 0 COMMUNITY-PREVENTIVE HEALTH BAPTIST MEMORIAL HEALTHCARE FOUNDATION 4802 EAST JOHNSON STREET JONESBORO AR 72401 261214372 501(C)(3) 50000 0 COMMUNITY-GRIEF CENTERS GIFT OF LIFE 6405 METCALF AVE SUITE 100 OVERLAND PARK KS 66202 481198979 501(C)(3) 86000 0 COMMUNITY-PREVENTIVE HEALTH UNIVERSITY OF MISSOURI ST LOUIS ONE UNIVERSITY BLVD ST LOUIS MO 63121 436003859 501(C)(3) 100000 0 COMMUNITY-GRIEF CENTERS INFANT LOSS RESOURCES INC 1120 S SIXTH STREET NO 500 ST LOUIS MO 63104 431344645 501(C)(3) 50490 0 COMMUNITY-GRIEF CENTERS ST LOUIS UNIVERSITY 3700 WEST PINE MALL ST LOUIS MO 63108 430654872 501(C)(3) 608316 0 SCIENCE-CLIN INNV & INVESTIGATOR POWER 4 ST LOUIS 5874 DELMAR BLVD ST LOUIS MO 63112 832705388 501(C)(3) 35000 0 COMMUNITY-GRIEF CENTERS EYE THRIVE 229 MILLWELL DRIVE MARYLAND HEIGHTS MO 63043 200265693 501(C)(3) 100000 0 COMMUNITY-PREVENTIVE HEALTH ST LOUIS REGIONAL HEALTH COMMISSION 5501 DELMAR BLVD STE B230 ST LOUIS MO 63112 431883638 501(C)(3) 35000 0 COMMUNITY-GRIEF CENTERS UNIVERSITY OF MISSOURI CURATORS 202 CENTENNIAL HALL 300 W 12TH ROLLA MO 65409 266440629 501(C)(3) 95154 0 SCIENCE-CLINICAL INNVOVATION SOUTHEAST MISSOURI STATE UNIVERSITY ONE UNIVERSITY WAY CAPE GIRARDEAU MO 63701 471291797 501(C)(3) 20800 0 SCHOLARSHIPS 15 0 TRANSPLANT PATIENTS' GENERAL SUPPORT 103 97165 CRISIS FUND 3 3250 SCHOLARSHIPS 21 21810 PART I, LINE 2: GRANT APPLICANTS MUST SUBMIT AN APPLICATION, WHICH IS INDEPENDENTLY REVIEWED BY THE GRANT APPLICATIONS COUNCIL. THE COUNCIL SCORES THE APPLICATION BASED ON FIVE MAIN FACTORS - MISSION ALIGNMENT, COST AND ECONOMICS, RISK, PERFORMANCE MEASURES, AND COMMUNITY IMPACT. COMMUNITY GRANTEES RECEIVE GRANT PAYMENTS IN TWO INSTALLMENTS. THE SECOND INSTALLMENT IS DEPENDENT UPON THE SUBMISSION OF A PROGRESS REPORT, DUE AT THE END OF NOVEMBER. FOR RESEARCH GRANTS, FUNDS ARE ISSUED DIRECTLY TO THE ORGANIZATION FOR USE. RESEARCH REPORTS ARE DUE IN JULY FROM RESEARCH GRANT RECIPIENTS, UNLESS THE PRIMARY INVESTIGATOR HAS REQUESTED AN EXTENSION. THE PRIMARY INVESTIGATORS ARE INVITED TO PRESENT EACH JANUARY AT MID-AMERICA TRANSPLANT'S RESEARCH SYMPOSIUM. FUNDS FOR SCHOLARSHIP SUPPORT GRANTS ARE ISSUED DIRECTLY TO THE SCHOOLS. MID-AMERICA TRANSPLANT REQUESTS A LETTER OF SUPPORT FROM THE ADMINISTRATOR THAT OVERSEES EACH PROGRAM TO SUBSTANTIATE THE USE OF FUNDS. EMPLOYEES MEETING THE CRITERIA, OUTLINED IN AN SOP, SUBMIT AN APPLICATION WHICH ARE REVIEWED BLINDLY BY AN INTERNAL COMMITTEE. 0 1 0 0 0 0 0 0 0 DIANE BROCKMEIER EMERITA PRESIDENT/CEO 0 367771 0 43368 0 4322 0 4685 0 6101 0 426247 0 0 KEVIN LEE PRESIDENT/CEO 0 360983 0 23146 0 2079 0 16239 0 22052 0 424499 0 0 LAUREN BRENNER INTERIM EXECUTIVE DIRECTOR 0 148608 0 10469 0 858 0 7586 0 22154 0 189675 0 0 PART I, LINE 4B DIANE BROCKMEIER PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SPONSORED BY MID-AMERICA TRANSPLANT SERVICES, SOLE MEMBER OF DONATE LIFE FOUNDATION. DURING THE TAX YEAR, NO CONTRIBUTIONS OR DISTRIBUTIONS OCCURRED FROM THE PLAN. FORM 990, PART VI, SECTION A, LINE 6 MID-AMERICA TRANSPLANT SERVICES, A MISSOURI NONPROFIT, IS THE SOLE MEMBER OF DONATE LIFE FOUNDATION D/B/A MID-AMERICA TRANSPLANT FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A AS THE SOLE MEMBER OF DONATE LIFE FOUNDATION (FOUNDATION), MID-AMERICA TRANSPLANT SERVICES HAS THE EXCLUSIVE POWER TO ELECT ANY DIRECTOR TO THE FOUNDATION'S BOARD. FORM 990, PART VI, SECTION A, LINE 7B AS THE SOLE MEMBER OF DONATE LIFE FOUNDATION (FOUNDATION), MID-AMERICA TRANSPLANT SERVICES HAS THE EXCLUSIVE POWER TO REMOVE, WITH OR WITHOUT CAUSE, ANY DIRECTOR FROM THE FOUNDATION'S BOARD. MID-AMERICA TRANSPLANT SERVICES ALSO HAS POWER TO APPROVE THE FOLLOWING ACTIONS: (A)THE SETTLEMENT OR COMPROMISE OF ANY CLAIM, CASE, ACTION OR CONTROVERSY IN ACCORDANCE WITH ANY APPLICABLE POLICIES ESTABLISHED BY THE MEMBER (B)THE DISSOLUTION OF THE FOUNDATION; (C)THE FOUNDATION'S FILING OF A BANKRUPTCY PETITION OR A PETITION FOR THE APPOINTMENT OF A RECEIVER UNDER STATE INSOLVENCY LAWS; (D)THE AMENDMENT OR RESTATEMENT OF THE FOUNDATION'S ARTICLES OF INCORPORATION OR BYLAWS; (E)THE MERGER OF THE FOUNDATION WITH OR INTO ANOTHER ENTITY; (F)THE SALE OF ALL, OR SUBSTANTIALLY ALL, OF THE FOUNDATION'S ASSETS; (G)THE SALE OF ANY OF THE FOUNDATION'S REAL PROPERTY; (H)THE FOUNDATION'S DOMESTICATION IN ANOTHER JURISDICTION OR CONVERSION INTO ANOTHER FORM OF BUSINESS ENTITY; AND (I)ANY EXTRAORDINARY TRANSACTION OR OTHER TRANSACTION OUTSIDE THE ORDINARY COURSE OF THE FOUNDATION'S BUSINESS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING ON THE BOARD MEMBER INTERNET PORTAL. THE FORM 990 IS PREPARED BY THE INDEPENDENT CPA FIRM THAT ALSO CONDUCTS THE ANNUAL AUDIT. THE CEO AND CFO PERFORM AN IN DEPTH REVIEW OF THE 990 AS WELL AS RESPOND TO ALL QUESTIONS AND COMMENTS REGARDING THE 990 BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C DONATE LIFE FOUNDATION ENFORCES THE CONFLICT OF INTEREST POLICY OF ITS SOLE CORPORATE MEMBER, MID-AMERICA TRANSPLANT SERVICES. ALL NEW EMPLOYEES COMPLETE A CONFLICTS OF INTEREST DISCLOSURE FORM, AND, DEPENDING UPON ROLE, MANY EMPLOYEES SUBMIT A CONFLICT OF INTEREST FORM ANNUALLY. EMPLOYEES ARE INSTRUCTED TO UPDATE THEIR DISCLOSURES IF CIRCUMSTANCES CHANGE. EMPLOYEE CONFLICTS ARE REVIEWED, ALONG WITH ACCOMPANYING FACTS, BY THE GENERAL COUNSEL AND THE CHIEF ADMINISTRATIVE OFFICERS, AND, AS APPROPRIATE, THE CEO. THESE INDIVIDUALS MAKE A DETERMINATION AS TO WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. DEPENDING UPON THE NATURE OF THE DISCLOSURE, THE MATTER MAY BE REVIEWED AND DISCUSSED WITH THE EXECUTIVE LEADERSHIP TEAM AND/OR THE BOARD OF DIRECTORS. IF NO CONCLUSION OR DETERMINATION CAN BE MADE, THE MATTER SHALL ELEVATE TO THE BOARD OF DIRECTORS FOR FINAL DISCUSSION AND DETERMINATION. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS WITH THE GENERAL COUNSEL, CHIEF ADMINISTRATIVE OFFICER, OR CEO, THE MATTER SHALL BE REVIEWED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS COMPLETES AN ANNUAL DISCLOSURE FORM AND IS INSTRUCTED TO UPDATE DISCLOSURES IF CIRCUMSTANCES CHANGE. BOARD OF DIRECTOR CONFLICT OF INTEREST FORMS ARE REVIEWED BY THE COMPLIANCE CHAIR OF THE AUDIT AND COMPLIANCE COMMITTEE AND THE GENERAL COUNSEL. THESE INDIVIDUALS MAKE A DETERMINATION AS TO WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. DEPENDING UPON THE NATURE OF THE DISCLOSURE, THE MATTER MAY BE REVIEWED AND DISCUSSED WITH THE FULL AUDIT AND COMPLIANCE COMMITTEE, AND, AS APPROPRIATE, THE BOARD OF DIRECTORS FOR FINAL DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE THE OVERSIGHT OR THE SELECTION PROCESS FROM THE PRIOR YEAR. MID-AMERICA TRANSPLANT SERVICES 1110 HIGHLANDS PLAZA DR EAST STE 10 ST LOUIS MO 63110 237426306 ORGAN AND TISSUE PROCUREMENT MO 501(C)(3) LINE 10 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0