2023-08-07T12:36:32-05:00 2022-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2022-01-01 521736533 TRANSPLANT RESOURCE CENTER OF MARYLAND INC TRAN 4102427000 1730 TWIN SPRINGS ROAD 200 BALTIMORE MD 21227 ANN BROMERY CHIEF FINANCIAL OFFICER 4102427000 2023-08-07 1 ANN BROMERY 999009999 0 TINA PEACHER P01608826 4108840220 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE LIVING LEGACY FOUNDATION ANN BROMERY 1730 TWIN SPRINGS ROAD 200 BALTIMORE MD 21227 54406389 0 X WWW.INFINITELEGACY.ORG X 1990 MD ASSISTING MARYLAND HOSPITALS IN THE PROCUREMENT OF VARIOUS ORGANS, BONES, & TISSUES USED IN TRANSPLANTS IN THE STATE OF MARYLAND. 15 14 231 189 0 0 131509 134785 51990885 52686287 1234910 61605 7016 6900 53364320 52889577 0 0 0 0 17826359 20459790 0 0 172015 32694684 33594752 50521043 54054542 2843277 -1164965 36174880 39722434 7578650 14689076 28596230 25033358 X TO INSPIRE MARYLANDERS TO SAVE AND ENHANCE LIVES THROUGH ORGAN AND TISSUE DONATION WHILE HONORING THE LEGACY OF OUR DONORS. 0 0 30681570 46361269 ORGAN COORDINATION: KIDNEY, HEART, LIVER, PANCREAS, INTESTINES, AND LUNG ORGANS HAVE THE POTENTIAL OF BEING RECOVERED BY LLF'S TEAM OF CLINICAL STAFF ALONG WITH THE TRANSPLANT SURGEON. THESE ORGANS, ONCE RECOVERED, ARE TRANSPORTED AND TRANSPLANTED INTO A RECIPIENT PATIENT. LLF STAFF MEMBERS PERFORM AN ON-SITE REVIEW OF THE PATIENT'S CLINICAL COURSE, ARE RESPONSIBLE FOR THE CLINICAL MANAGEMENT OF ORGAN DONORS, AND PROVIDE TECHNICAL SUPPORT TO THE COORDINATORS AND SURGEONS DURING THE RECOVERY PROCESS. 5096369 COORDINATION AND DONOR SERVICES: COORDINATORS WHO PROVIDE DONOR SERVICES RECEIVE THE INITIAL COMMUNICATION OF A POTENTIAL DONOR CASE. THEY ARE RESPONSIBLE FOR LOCAL ORGAN ALLOCATION, LOGISTICAL PLANNING, IMPORT OFFERS, TRIAGE OF REFERRALS, AND LOGISTICS FOR TISSUE DONATION. DONOR SERVICES COORDINATE ALL ASPECTS OF THE PROCESS IN COLLABORATION WITH LLF'S FAMILY SERVICES STAFF, TISSUE RECOVERY TEAM, AND THE QUALITY ASSURANCE DEPARTMENT. 2988389 FAMILY CONSENT: THE FAMILY SERVICES COORDINATOR IS RESPONSIBLE FOR COORDINATING A WIDE RANGE OF SUPPORT FOR POTENTIAL ORGAN AND TISSUE DONOR FAMILIES. THEY ESTABLISH INITIAL CONTACT WITH THE POTENTIAL DONOR FAMILY AND PROVIDE TRAUMA, GRIEF, AND BEREAVEMENT SERVICES FOR THE FAMILY OR IDENTIFY HOSPITAL RESOURCES TO PROVIDE THESE SERVICES. INFORMATION IS TO BE ARTICULATED IN AN EASILY UNDERSTOOD AND ACCURATE MANNER TO FAMILIES WHOSE ABILITY TO PROCESS INFORMATION IS IMPAIRED BY EMOTIONALLY TRAUMATIC CIRCUMSTANCES. THE COORDINATORS OFFER SUPPORT TO POTENTIAL DONOR FAMILIES FOR AS LONG AS NECESSARY. THEY PROVIDE TWO YEARS OF AFTERCARE SUPPORT AND HANDLE ALL COMMUNICATION THAT MAY OCCUR BETWEEN THE DONORS' FAMILIES AND THE RECIPIENTS. 2130035 3697255 SKIN PROCESSING: SKIN PROCESSING PROVIDES THE RECOVERY OF SAFE, HIGH QUALITY ALLOGRAFT SKIN TO BE USED FOR TREATMENT IN BURN, TRAUMA AND WOUND CARE CASES. THIS PROGRAM ALSO PROVIDES COST EFFECTIVE, SPECIFICALLY SIZED ALLOGRAFT SKIN PRODUCTS AND PROCESSING SERVICES TO OTHER THIRD-PARTY TISSUE RECOVERY PROGRAMS. 1953620 2627763 TISSUE COORDINATION: SKIN, EYES, BONES, AND CARDIOVASCULAR TISSUE ARE RECOVERED BY LLF'S HIGHLY TRAINED TEAM AND ARE PACKAGED ACCORDING TO THE FOOD AND DRUG ADMINISTRATION GUIDELINES BEFORE THEY ARE SENT TO LLF'S PROCESSORS. 1810160 EDUCATION, OUTREACH, AND HOSPITAL DEVELOPMENT: THE HOSPITAL DEVELOPMENT DEPARTMENT FUNCTIONS AS THE ADVISORS TO THE HOSPITAL STAFF WITH WHICH LLF PARTNERS. THEY WORK COLLABORATIVELY WITH THE HOSPITALS TO IDENTIFY AND IMPLEMENT SOLUTIONS FOR BEST PRACTICES IN THE INDUSTRY. THE COMMUNITY OUTREACH DEPARTMENT IS RESPONSIBLE FOR EDUCATING THE COMMUNITY ABOUT ORGAN, EYE, AND TISSUE DONATION AND EMPOWERING THE PUBLIC TO DESIGNATE THEMSELVES AS DONORS THROUGH PUBLIC EDUCATION. THIS INCLUDES INFORMING PEOPLE ABOUT THE DONATION PROCESS, DISPELLING MYTHS AND MISCONCEPTIONS, AND SHARING THE STORIES OF SECOND CHANCES AT LIFE. THEY ALSO FACILITATE AWARENESS EVENTS, COMMUNITY PARTNERSHIPS, PRESENTATIONS, GRASSROOTS ORGANIZING, MARKETING COMMUNICATIONS CAMPAIGNS, AND MORE. 5893815 6325018 44660143 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 231 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 MD X ANN BROMERY CHIEF FINANCIAL OFFICER 4102427000 1730 TWIN SPRINGS ROAD 200 BALTIMORE MD 21227 JOHN HUNDT CHAIR 2.00 X X 0 0 0 CHARLES ALEXANDER PRESIDENT & CEO 40.00 X X 698210 0 116395 BRANDON WYLIE VICE CHAIR 2.00 X X 0 0 0 DANIELLE CLASS TREASURER 2.00 X X 0 0 0 CHRISTA GAHAGAN SECRETARY 2.00 X X 0 0 0 ROBERT ATLAS MEMBER 2.00 X 0 0 0 JENNIFER BERKELEY MD MEMBER 2.00 X 0 0 0 DANIEL BRENNAN MD MEMBER 2.00 X 0 0 0 KRISTEN JONES BRYCE MEMBER 2.00 X 0 0 0 VICKIE COSBY MEMBER 2.00 X 0 0 0 WILLIE FLOWERS MEMBER 2.00 X 0 0 0 HENRY FRANEY MEMBER 2.00 X 0 0 0 CRAIG HARCUM MEMBER 2.00 X 0 0 0 DANIEL MALUF MD MEMBER 2.00 X 0 0 0 TANJALA PURNELL MEMBER 2.00 X 0 0 0 ANN BROMERY VP & CHIEF FINANCIAL OFFICER 40.00 X 332503 0 90812 DEBBIE WILLIAMS SENIOR VP & CHIEF STRATEGY OFFICER 40.00 X 411563 0 135298 DEBORAH MCRANN VP & CHIEF CLINICAL OFFICER 40.00 X 390280 0 118619 EMILY GOLDBLOOM VP & CHIEF OPERATIONS OFFICER 40.00 X 231440 0 20290 KAREN KENNEDY VP OF EXTERNAL AFFAIRS 40.00 X 204641 0 31950 JACLYN QUACKENBUSH CHIEF HUMAN RESOURCES OFFICER 40.00 X 210473 0 38909 TIFFANY ARRINGTON DIRECTOR OF BUSINESS INTELLIGENCE 40.00 X 187420 0 37793 MELANIE SUMLIN CLINICAL MANAGER - OR 40.00 X 159633 0 34203 CATHERINE LOVERDI CLINICAL MANAGER - DONOR SERVICES 40.00 X 150330 0 37072 2976493 0 661341 31 0 1 0 GIFT OF LIFE DONOR PROGRAM PO BOX 13327 TD BANK PHILADELPHIA PA 19101 ORGAN PROCUREMENT 3540500 NATIONWIDE ORGAN RECOVERY TRANSPORT ALLI 3815 EAST MAIN ST ST CHARLES IL 60174 ORGAN TRANSPORT 3255457 CENTER FOR ORGAN RECOVERY & EDUCATION 204 SIGMA DRIVE PITTSBURGH PA 15238 DONOR OPO 2571787 AMERICAN FOUNDATION FOR DONATION & TRANS 8154 FOREST HILL AVE STE 3 RICHMOND VA 23235 ORGAN PROCUREMENT 2348289 WASHINGTON REGIONAL TRANSPLANT COMMUNITY 3190 FAIRVIEW PARK DR 700 FALLS CHURCH VA 22042 ORGAN PROCUREMENT 1711800 40 87108 47677 134785 ORGAN COORDINATION 900099 46361269 46361269 SKIN PROCESSING 900099 3697255 3697255 TISSUE COORDINATION 900099 2627763 2627763 52686287 256380 256380 6900 0 6900 6900 6900 1207047 1401822 -194775 -194775 -194775 114990 87108 114990 0 52889577 52686287 0 68505 2545411 1759085 770463 15863 13945791 9829063 4015280 101448 226175 133516 92659 2648298 2035759 592693 19846 1094115 795982 290453 7680 706478 706478 53375 53375 14500 14500 69052 69052 876768 22041 854727 30015 30015 1423644 872267 545157 6220 1027741 786895 230420 10426 256400 206446 49954 200964 86223 114741 701013 98496 594548 7969 256265 202449 51253 2563 KIDNEY PROGRAM 13321198 13321198 LIVER PROGRAM 7924268 7924268 LUNG PROGRAM 2501711 2501711 HEART PROGRAM 2209202 2209202 2022158 1831027 191131 54054542 44660143 9222384 172015 3214719 916457 5091804 6500879 287282 334483 420221 176526 12899308 7980262 5301310 4919046 20150107 17488573 1709437 9386470 36174880 39722434 6869901 8765784 708749 5923292 7578650 14689076 X 28550502 24987630 45728 45728 28596230 25033358 36174880 39722434 -1164965 -2397907 0 X X 0 1 X 1 0 X 237772 234279 146659 131509 134875 885094 42354851 42408426 43690999 52006463 52686287 233147026 42592623 42642705 43837658 52137972 52821162 234032120 0 972655 1467648 846716 896527 705273 4888819 972655 1467648 846716 896527 705273 4888819 229143301 655046 693951 489936 211098 263280 2313311 655046 693951 489936 211098 263280 2313311 43247669 43336656 44327594 52349070 53084442 236345431 0.96950 0.96540 0.00980 0.01140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 14500 0 0 14500 0 PART II-B, LINE 1: THE LIVING LEGACY FOUNDATION CONTRACTS WITH COMPASS, A GOVERNMENT RELATIONS FIRM, FOR EDUCATION INITIATIVES WITH MARYLAND STATE LEGISLATORS AND FOR A LIMITED ENGAGEMENT FOCUSED ON EDUCATING SELECT MEMBERS OF MARYLAND'S CONGRESSIONAL DELEGATION ON NEW ORGAN PROCUREMENT METRICS IMPLEMENTED BY THE FEDERAL DEPARTMENT OF HEALTH AND HUMAN SERVICES. 8356508 4067793 4288715 335269 335269 0 4207531 3577200 630331 4919046 SECURITY DEPOSIT 32705 DUE FROM MEDICARE 3897407 OPERATING LEASE RIGHT OF USE ASSET 5456358 9386470 DEFERRED RENT 5923292 5923292 X 50537608 -2397907 114990 -2282917 52820525 69052 69052 52889577 54100480 114990 114990 53985490 69052 69052 54054542 PART X, LINE 2: LLF BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 114,990. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 114,990. FAMILY FUN RUN 202098 87108 114990 4202 20450 470 89868 202098 87108 114990 4202 20450 470 89868 114990 0 X X X X 0 1 0 0 0 1 0 0 0 CHARLES ALEXANDER PRESIDENT & CEO 551599 0 146611 0 0 0 90803 0 25592 0 814605 0 0 0 DEBBIE WILLIAMS SENIOR VP & CHIEF STRATEGY OFFICER 354476 0 57087 0 0 0 101590 0 33708 0 546861 0 0 0 DEBORAH MCRANN VP & CHIEF CLINICAL OFFICER 336153 0 54127 0 0 0 91386 0 27233 0 508899 0 0 0 ANN BROMERY VP & CHIEF FINANCIAL OFFICER 288013 0 44490 0 0 0 77105 0 13707 0 423315 0 0 0 EMILY GOLDBLOOM VP & CHIEF OPERATIONS OFFICER 199246 0 32194 0 0 0 7400 0 12890 0 251730 0 0 0 JACLYN QUACKENBUSH CHIEF HUMAN RESOURCES OFFICER 179013 0 31460 0 0 0 7200 0 31709 0 249382 0 0 0 KAREN KENNEDY VP OF EXTERNAL AFFAIRS 177366 0 27275 0 0 0 6600 0 25350 0 236591 0 0 0 TIFFANY ARRINGTON DIRECTOR OF BUSINESS INTELLIGENCE 184520 0 2900 0 0 0 6000 0 31793 0 225213 0 0 0 MELANIE SUMLIN CLINICAL MANAGER - OR 150552 0 9081 0 0 0 5693 0 28510 0 193836 0 0 0 CATHERINE LOVERDI CLINICAL MANAGER - DONOR SERVICES 136865 0 13465 0 0 0 5095 0 31977 0 187402 0 0 0 PART I, LINE 4B LLF MAINTAINS A NON-QUALIFIED 457(F) DEFERRED COMPENSATION PLAN FOR ITS CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND CHIEF CLINICAL OFFICER. UNDER THIS ARRANGEMENT A PORTION OF THE EMPLOYEE'S COMPENSATION IS DEFERRED AND PAYABLE AFTER 3 YEARS OF CONTINUED EMPLOYMENT. CONTRIBUTIONS TO THIS PLAN TOTALED AS FOLLOWS DURING 2022: CHIEF EXECUTIVE OFFICER 78,603 CHIEF FINANCIAL OFFICER 69,100 CHIEF STRATEGY OFFICER 91,907 CHIEF CLINICAL OFFICER 82,016 WHEN THESE AMOUNTS ARE PAID OUT THEY ARE INCLUDED IN THE EMPLOYEE'S REPORTABLE COMPENSATION FOR THE YEAR IN WHICH THEY ARE PAID. WITHDRAWALS FROM THE PLAN ARE INCLUDED IN THE LISTED BONUS AND INCENTIVE COMPENSATION AMOUNTS. DURING 2022, DISTRIBUTIONS TOTALING $395,775 WERE MADE AGAINST THE PLAN. PART I, LINE 6 COMPENSATION INCLUDES AN INCENTIVE PAY PROGRAM. MANY DIFFERENT FACTORS ARE INCLUDED AS INCENTIVE GOALS, AND THESE GOALS ARE PREDOMINATELY PROGRAM RELATED. A COMPONENT OF THE INCENTIVE PLAN INCLUDES OPERATING FINANCIAL RESULTS. THE ORGANIZATION COMPARES TOTAL COMPENSATION (INCLUDING THE INCENTIVE PLAN) VERSUS OTHER COMPARABLE ORGANIZATIONS TO DETERMINE A FAIR COMPENSATION LEVEL. IN ADDITION, THE INDEPENDENT MEMBERS OF THE BOARD DOCUMENT ALL DELIBERATIONS AND DECISIONS REACHED WHEN DETERMINING EXECUTIVE COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND THE PRESIDENT/CEO BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE CFO ENSURES THAT ALL BOARD MEMBERS AND STAFF HAVE COMPLETED THE CONFLICT OF INTEREST FORM, AND ALSO MAINTAINS A COPY OF EACH FORM COMPLETED. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS. THE CHAIRMAN OF THE BOARD INFORMS THE CEO OF THE COMPENSATION ARRANGEMENT IN WRITING. THE CEO APPROVES THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER AND CHIEF STRATEGY OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS AUDIT OVERSIGHT PROCESS OR PROCESS OF SELECTION OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.