2022-11-15T10:19:02-06:00 2021-12-31 750786316 WEAVER AND TIDWELL LLP 499 W SHERIDAN AVE SUITE 2450 OKLAHOMA CITY OK 73102 990 2021-01-01 731281589 LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA INC LIFE 4058405551 4705 NW EXPRESSWAY OKLAHOMA CITY OK 73132 JEFF ORLOWSKI CEO & PRESIDENT 4058405551 2022-11-14 1 JEFF ORLOWSKI 999009999 KIRBY ROSS P00298143 4055949200 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JEFF ORLOWSKI 4705 NW EXPRESSWAY OKLAHOMA CITY OK 73132 44597643 0 X WWW.LIFESHAREOKLAHOMA.ORG X 1984 OK PROVIDES ORGAN AND TISSUE PROCUREMENT SERVICES WITHIN THE STATE OF OKLAHOMA. 14 14 199 228 0 0 0 0 37382409 42741709 251052 580885 0 0 37633461 43322594 0 0 0 0 15585774 17261194 0 0 0 19789617 24348329 35375391 41609523 2258070 1713071 31068184 34573910 5516769 6969489 25551415 27604421 X LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. PROVIDES ORGAN AND TISSUE PROCUREMENT SERVICES WITHIN THE STATE OF OKLAHOMA; IDENTIFICATION OF ORGAN AND TISSUE DONORS; SURGICAL EXCISION AND DISTRIBUTIONS OF ORGANS AND TISSUE AND PUBLIC EDUCATION REGARDING ORGAN AND TISSUE DONATIONS. 0 0 28100430 42741709 ORGAN PROCUREMENT AND PLACEMENT WAS PROVIDED FOR 337 KIDNEYS, 100 LIVERS, 14 PANCREAS, 49 HEARTS, AND 44 LUNGS. LIFESHARE ALSO PROVIDED TISSUE PROCUREMENT OF 1,094 TISSUE DONORS. 28100430 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 64 0 1 199 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OK X LIFESHARE TRANSPLANT DONOR SERVICES 4058405551 4705 NW EXPRESSWAY OKLAHOMA CITY OK 73132 BENJAMIN COWLEY JR MD BOARD DIRECTOR 1.00 X 0 0 0 BRICE COLLIER BOARD DIRECTOR 1.00 X 0 0 0 MARY JOHNSON BOARD DIRECTOR 1.00 X 0 0 0 RAJAT KAUL MD BOARD DIRECTOR 1.00 X 0 0 0 IRFAN KUNDI MD BOARD DIRECTOR 1.00 X 0 0 0 MICHAEL MORRIS MD BOARD DIRECTOR 1.00 X 0 0 0 ANTHONY SEBASTIAN MD BOARD DIRECTOR 1.00 X 0 0 0 HARLAN WRIGHT MD BOARD DIRECTOR 1.00 X 0 0 0 JAMES SHARROCK BOARD CHAIR 1.00 X X 0 0 0 GINA FLESHER BOARD VICE CHAIR 1.00 X X 0 0 0 TOM ANDERSON BOARD DIRECTOR SECRETARY/TREASURER 1.00 X X 0 0 0 STEVE MILLER MD CHAIR OF FINANCE COMMITTEE 1.00 X X 0 0 0 ED HEINEN CHAIR OF HR COMMITTEE 1.00 X X 0 0 0 PAMELA SPANBAUER CHAIR OF HR COMMITTEE 1.00 1.00 X X 0 0 0 SUZANNE WHEELER IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 JEFFREY ORLOWSKI PRESIDENT AND CEO 1.00 X 541869 0 22905 MARTIN BENOIT VP AND CHIEF FINANCIAL OFFICER 1.00 X 246239 0 30239 CLINT HOSTETLER VP OF CLINICAL OPERATIONS 1.00 X 235809 0 25026 MICHELLE GIBSON VP OF HUMAN RESOURCES 1.00 X 237301 0 29552 KATHRYN SMITH VP OF COMMUNICATIONS 1.00 X 237077 0 9491 JASON MORTON VP OF QUALITY SYSTEMS 1.00 X 223772 0 27301 HARVEY SOLOMON ORGAN RECOVERY SURGEON 1.00 X 249923 0 15072 ALYSSA HARRISON DIRECTOR OF TISSUE RECOVERY AND DONATION SERVICES 1.00 X 175740 0 9056 TINA MATHES DIRECTOR OF ORGANIZATIONAL DEVELOPMENT 1.00 X 159038 0 7118 JEFFERY BRADON NAVE DIRECTOR OF ORGAN RECOVERY 1.00 X 157186 0 8104 ROBERT BASHAW DIRECTOR OF IT AND FACILITIES 1.00 X 149751 0 3609 2613705 0 187473 11 0 1 0 RSM US LLP 4622 PENNSYLVANIA AVE STE 1100 KANSAS CITY MO 64112 DATA/REPORTING 263937 ROGERS WORLDWIDE TRANSPORTATION 2320 N INDIANA AVE OKLAHOMA CITY OK 73106 TRANSPORTATION 151319 MONARCH MARKETING GROUP LLC 4801 GAILARDIA PKWY STE 200 OKLAHOMA CITY OK 73142 ADVERTISING 129000 RED MAPLE CONSULTING LLC 6929 CONSERVATION DR SPRINGFIELD VA 22153 LEGISLATIVE CONSULTING 120000 4 MEDICARE/MEDICAID PAYMENTS 621991 17110630 17110630 EXTRA-RENAL PROCUREMENT 621991 16296843 16296843 TISSUE PROCUREMENT 621991 9162039 9162039 OTHER 621991 96697 96697 RESEARCH ORGANS 621991 75500 75500 42741709 262638 262638 1590328 2968 1275049 0 315279 2968 318247 318247 43322594 42741709 0 580885 X 1866581 486746 1379835 11974169 5895206 6078963 1117192 564026 553166 1348866 757561 591305 954386 449158 505228 32183 32183 52817 52817 27403 27403 899383 899383 735418 735418 256621 256621 415823 97937 317886 93231 93231 70879 70879 588184 72285 515899 431825 431825 COST OF PROCUREMENT - I 8803531 8803531 COST OF PROCUREMENT - O 2323054 2323054 COST OF PROCUREMENT - O 1780675 1780675 COST OF PROCUREMENT - O 1704132 1704132 6133170 5166119 967051 41609523 28100430 13509093 0 4024038 3169700 9921450 7330023 6108848 7091280 199013 307642 214610 300221 12772730 3248523 4343293 9524207 6233513 6843262 23419 7575 31068184 34573910 4317216 5839565 1199553 1129924 5516769 6969489 X 25551415 27604421 25551415 27604421 31068184 34573910 1713071 339935 0 X X 0 1 X 1 0 X 33628 1500 35128 30471106 31648685 31388571 37382409 42741709 173632480 30504734 31650185 31388571 37382409 42741709 173667608 0 0 0 173667608 97560 146621 288776 301874 262638 1097469 97560 146621 288776 301874 262638 1097469 30602294 31796806 31677347 37684283 43004347 174765077 0.99370 0.99410 0.00630 0.00590 X 0 0 0 0 0 0 0 0 1 27403 27403 0 PART II-B, LINE 1: DUES PAID TO THE ASSOCIATION OF ORGAN PROCUREMENT ORGANIZATIONS AND TO THE ORGAN DONATION ADVOCACY GROUP. THESE GROUPS WORK TO IMPROVE THE REGULATORY ENVIRONMENT FOR OUR SHARED MISSION OF HELPING PEOPLE THROUGH INCREASING DONATION AND TRANSPLANT. 891690 891690 2310525 307417 2003108 2483640 1272905 1210735 2963964 1668201 1295763 4122911 4122911 9524207 AMERICAN BEACON SMALL CAP VALUE INST 70020 F DELAWARE EMERGING MARKETS R-6 163739 F DODGE AND COX 214879 F DODGE AND COX INTERNATIONAL STOCK 124628 F FIDELITY CONTRAFUND 436726 F FRANKLIN SMALL CAP GROWTH R6 62385 F JOHN HANCOCK DISCPL VALUE MID-CAP 99199 F METROPOLITAN WEST TOTAL RETURN BOND 349686 F PIMCO HIGH YIELD I 61410 F PIMCO INVESTMENT GRD CREDIT BOND I 359241 F PIMCO TOTAL RETURN FUND-INST 328902 F THORNBURG LIMITED TERM INCOME FUND 484715 F VANGUARD 500 INDEX ADMIRAL 1814384 F VANGUARD DEVELOPED MARKETS STOCK IDX ADM 136354 F VANGUARD INTERNATIONAL GROWTH ADM 296039 F VANGUARD MID CAP INDEX ADMIRAL 376337 F VANGUARD S&P 500 ETF 471496 F VANGUARD SHORT TERM INV GRADE ADM 484378 F VANGUARD SMALL CAP INDEX ADMIRAL 206559 F VANGUARD WINDSOR II ADMIRAL 216098 F WILLIAM BLAIR SMALL MID CAP GROWTH R6 86087 F 6843262 43659561 339935 339935 43319626 2968 2968 43322594 41606555 -2968 -2968 41609523 0 41609523 PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON DISPOSAL OF ASSETS 2,968. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN ON DISPOSAL OF ASSETS -2,968. X X X 0 0 0 0 0 0 0 0 0 JEFFREY ORLOWSKI PRESIDENT AND CEO 411191 0 88088 0 42590 0 15875 0 7030 0 564774 0 0 0 MARTIN BENOIT VP AND CHIEF FINANCIAL OFFICER 225768 0 20471 0 0 0 22577 0 7662 0 276478 0 0 0 MICHELLE GIBSON VP OF HUMAN RESOURCES 209732 0 19340 0 8229 0 20969 0 8583 0 266853 0 0 0 HARVEY SOLOMON ORGAN RECOVERY SURGEON 235269 0 1000 0 13654 0 7396 0 7676 0 264995 0 0 0 CLINT HOSTETLER VP OF CLINICAL OPERATIONS 212433 0 19113 0 4263 0 21014 0 4012 0 260835 0 0 0 JASON MORTON VP OF QUALITY SYSTEMS 198058 0 14647 0 11067 0 19806 0 7495 0 251073 0 0 0 KATHRYN SMITH VP OF COMMUNICATIONS 209692 0 19000 0 8385 0 2780 0 6711 0 246568 0 0 0 ALYSSA HARRISON DIRECTOR OF TISSUE RECOVERY AND DONA 158754 0 13878 0 3108 0 9056 0 0 0 184796 0 0 0 TINA MATHES DIRECTOR OF ORGANIZATIONAL DEVELOPME 145144 0 13894 0 0 0 7118 0 0 0 166156 0 0 0 JEFFERY BRADON NAVE DIRECTOR OF ORGAN RECOVERY 133183 0 12126 0 11877 0 609 0 7495 0 165290 0 0 0 ROBERT BASHAW DIRECTOR OF IT AND FACILITIES 132949 0 14199 0 2603 0 2596 0 1013 0 153360 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT/CEO REVIEWS THE 990 PRIOR TO THE FILING OF THE RETURN. THE 990 AS FILED IS SHARED WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE EMPLOYEES AND THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. BOARD MEMBERS ARE REQUIRED TO DISCLOSE TO THE BOARD ANY CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE REGARDING A MATTER UNDER REVIEW BY THE BOARD. BOARD MEMBERS DO NOT PARTICIPATE IN OR VOTE ON MATTERS WHERE THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 LIFESHARE PERIODICALLY ENGAGES A NATIONAL COMPENSATION CONSULTATION FIRM TO PERFORM A COMPETITIVE MARKET ANALYSIS FOR THE CEO AND EXECUTIVE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC ONLY PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WHEN REQUESTED. THEY DO NOT PUBLISH THIS INFORMATION ON THEIR WEBSITE. FORM 990, PART IX, LINE 24E COST OF PROCUREMENT - TRANSPORTATION OF ORGANS & TISSUE: PROGRAM SERVICE EXPENSES 859,686. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 859,686. COST OF PROCUREMENT - HOSPITAL LAB: PROGRAM SERVICE EXPENSES 785,952. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 785,952. COST OF PROCUREMENT - DONOR EVALUATION: PROGRAM SERVICE EXPENSES 537,961. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 537,961. COST OF PROCUREMENT - SURGEON FEES: PROGRAM SERVICE EXPENSES 528,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 528,100. COST OF PROCUREMENT - MEDICAL SUPPLIES: PROGRAM SERVICE EXPENSES 417,015. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 417,015. COST OF PROCUREMENT - RESPIRATORY THERAPY: PROGRAM SERVICE EXPENSES 351,764. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 351,764. OTHER MISCELLANEOUS: PROGRAM SERVICE EXPENSES 10,360. MANAGEMENT AND GENERAL EXPENSES 309,546. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 319,906. COST OF PROCUREMENT - PHARMACY: PROGRAM SERVICE EXPENSES 268,298. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 268,298. STAFF TRAINING AND SEMINARS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 254,902. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 254,902. DONOR DATA SYSTEM: PROGRAM SERVICE EXPENSES 240,746. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 240,746. COST OF PROCUREMENT - TISSUE TYPING: PROGRAM SERVICE EXPENSES 234,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 234,500. MEDICAL DIRECTOR FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 212,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 212,500. COST OF PROCUREMENT - ANESTHESIA: PROGRAM SERVICE EXPENSES 197,580. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 197,580. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 194,453. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 194,453. COST OF PROCUREMENT - TRANSPORTATION OF TEAMS: PROGRAM SERVICE EXPENSES 186,364. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 186,364. COST OF PROCUREMENT - ICU: PROGRAM SERVICE EXPENSES 175,069. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 175,069. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 139,313. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 139,313. COST OF PROCUREMENT - ORGAN MEDICAL BILL REVIEW: PROGRAM SERVICE EXPENSES 136,345. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,345. ORGAN & TISSUE RECOVERY COORDINATOR: PROGRAM SERVICE EXPENSES 90,528. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,528. MEDICAL WASTE: PROGRAM SERVICE EXPENSES 76,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,600. RECRUITMENT COSTS AND EMPLOYEE RELATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 65,343. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,343. COST OF PROCUREMENT - OTHER EXCISION: PROGRAM SERVICE EXPENSES 43,747. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,747. COST OF PROCUREMENT - TRANSPORTATION OF DONOR: PROGRAM SERVICE EXPENSES 25,504. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,504. TAXES & LICENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,341. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,341. RECOVERY OF BAD DEBTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES -229,347. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -229,347. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE LIFESHARE FOUNDATION 4705 NW EXPRESSWAY OKLAHOMA CITY OK 731325213 821003338 SEE PART VII OK 501(C)(3) LINE 12B, II LIFESHARE TRANSPLANT DONOR SERVICES 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 THE LIFESHARE FOUNDATION Q 48990 COST OF EXPENSES SCHEDULE R, PART II TO ASSUME ALL OF THE FUNDRAISING ACTIVITIES OF ITS SUPPORTED ORGANIZATION, IE., THE LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. WHICH IS THE FEDERALLY-CERTIFIED ORGAN AND TISSUE PROCUREMENT ORGANIZATION FOR THE STATE OF OKLAHOMA.