2022-11-15T14:25:26-06:00 2021-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990 2021-01-01 953138799 ONELEGACY ONEL 2132295600 1303 W OPTICAL DRIVE AZUSA CA 91702 CYNTHIA M PERLEY CFO 2132295600 2022-11-14 1 CYNTHIA PERLEY XXX-XX-XXXX JULIE BOYER P01278549 2187275025 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X CYNTHIA M PERLEY 1303 W OPTICAL DRIVE AZUSA CA 91702 101214384 0 X WWW.ONELEGACY.ORG X 1977 CA RECOVER HUMAN ORGANS AND TISSUES FOR TRANSPLANT AND MEDICAL RESEARCH TO SAVE AND IMPROVE LIVES. 13 12 407 0 4381 592 0 0 107037890 96712278 548079 1099970 0 0 107585969 97812248 2179881 10000 0 0 39822961 36715356 0 0 0 54401166 48289042 96404008 85014398 11181961 12797850 118835148 147159626 31665434 43968126 87169714 103191500 X ONELEGACY SAVES AND HEALS LIVES THROUGH ORGAN, EYE, AND TISSUE DONATION, COMFORTS THE FAMILIES WE SERVE, AND INSPIRES OUR COMMUNITIES TO DONATE LIFE. 0 0 71031359 10000 96712278 ORGAN, EYE AND TISSUE DONATION IN THE UNITED STATES IS MORE THAN JUST A PINK DONOR DOT ON YOUR DRIVER'S LICENSE - THERE IS A WELL-ESTABLISHED AND EXPERIENCED NETWORK OF FEDERALLY-DESIGNATED, NON-PROFITS ACROSS THE COUNTRY, CALLED ORGAN PROCUREMENT ORGANIZATIONS (OPOS), ALL WORKING TOGETHER TO SAVE LIVES.ONELEGACY IS THE NATION'S LARGEST OPO, SERVING THE DIVERSE SOUTHERN CALIFORNIA REGION. WORKING WITH HOSPITALS, PHYSICIANS, TRANSPLANT CENTERS AND THE COMMUNITY, ONELEGACY EDUCATES ABOUT AND FACILITATES DONATION, AS WELL AS BUILDS A COMMUNITY OF LONG-TERM SUPPORT FOR THE FAMILIES WHO GIVE THE GENEROUS GIFT OF LIFE. ONELEGACY IS SOUTHERN CALIFORNIA'S ORGAN, EYE AND TISSUE RECOVERY ORGANIZATION, SERVING AS THE REGION'S BRIDGE TO LIFE, CONNECTING DONORS TO PATIENTS IN NEED. DURING 2021 THE ORGANIZATION HAD 591 RECOVERED DONORS, 2,064 ORGANS RECOVERED FOR TRANSPLANT, AND 1,688 ORGANS TRANSPLANTED TO ORGAN RECIPIENTS. 71031359 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 443 0 1 407 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CYNTHIA M PERLEY 2132295600 1303 W OPTICAL DRIVE AZUSA CA 91702 THOMAS D MONE CEO 40.00 20.00 X X 935585 0 100362 WILLIAM CHERTOK CHAIR OF BOARD 10.70 0.30 X X 100000 0 0 ART TORRES VICE CHAIR 4.00 0.00 X X 50000 0 0 TOM ROSENTHAL SECRETARY 4.70 0.30 X X 40000 0 0 JAMES ATKINSON DIRECTOR 2.00 0.00 X 35000 0 0 SANDRA BLAYDOW DIRECTOR 6.00 0.00 X 35000 0 0 GLORIA BOHRER DIRECTOR 3.80 0.20 X 35000 0 0 EARLE E CRANDALL DIRECTOR 2.80 0.20 X 35000 0 0 WILLIAM GALLIO DIRECTOR 2.00 0.00 X 35000 0 0 DARLINE P ROBLES DIRECTOR 4.00 0.00 X 35000 0 0 ROBERT BLACKMAN DIRECTOR 3.80 0.20 X 25000 0 0 JASON GRAY DIRECTOR 3.00 0.00 X 30000 0 0 DARYL OSBY DIRECTOR 2.00 0.00 X 25000 0 0 CHOWDARY P GARIMELLA COO/CIO 40.00 20.00 X 751004 0 109947 CYNTHIA M PERLEY CFO 40.00 20.00 X 475679 0 107124 TOM K SETO VP OF INFORMATION TECHNOLOGY 40.00 0.00 X 334162 0 87702 LUCYNDI M RAMIREZ SENIOR VP EXTERNAL PARTNER 40.00 0.00 X 307998 0 85971 STEPHEN BURNS DIRECTOR OF SOFTWARE ENGINEER 40.00 0.00 X 250580 0 53788 CHARLES CHANG IT DIRECTOR 40.00 0.00 X 229972 0 61083 ROSEMARY O'MEEGHAN REF MGMT MEDICAL DIRECTOR 40.00 0.00 X 294044 0 51031 ROBERT SAMUELSON MGR REFERAL MANAGEMENT 40.00 0.00 X 233501 0 60347 BLANCA COHEN DIRECTOR OF QUALITY 40.00 0.00 X 237158 0 34584 JESSE BRAVO DIRECTOR OF TISSUE OPERATIONS 40.00 0.00 X 224420 0 53071 CHARLOTTE TROILO VP HUMAN RESOURCES 40.00 0.00 X 212091 0 50390 AARON COHEN MANGER DONOR ALLOCATION 40.00 0.00 X 227927 0 64376 5194121 0 919776 92 0 1 0 PACIFIC NATIONAL GROUP 2392 S BATEMAN AVE IRWINDALE CA 91010 CONSTRUCTION SERVICES 36353683 EUROFINS DONOR & PRODUCT TESTING INC 6933 S REVERE PARK CENTENNIAL CO 80112 ORGAN PROCUREMENT SERVICES 4896120 UCLA IMMUNOGENETICS CENTER BOX 957495 757 WESTWOOD PLAZE STE LOS ANGELES CA 90095 SEROLOGY SERVICES 1419780 LA-ARCHITECTS 2659 TOWNSGATE R STE 238 WESTLAKE VILLAGE CA 91361 CONSULTING SERVICES 1278982 US COURIER PO BOX 412904 LOS ANGELES CA 90041 TRANSPORTATION SERVICES 799941 111 ORGAN REVENUE 621500 74111519 74111519 TISSUE REVENUE 621500 22101482 22101482 DIGITAL DONOR REVNUE 621500 499250 499250 OTHER OPERATING REVENUE 621500 27 27 96712278 495724 4381 491343 4006382 3402136 604246 604246 604246 97812248 96712278 4381 1095589 10000 10000 4711033 2231331 2479702 24486246 19301468 5184778 1099988 734544 365444 4222860 3509963 712897 2195229 1731507 463722 1158124 347453 810671 162123 162123 34697 34697 1771488 1291365 480123 2470029 1924229 545800 1649864 425461 1224403 2513133 2236688 276445 423015 392598 30417 -1809 5178 -6987 36664 36664 2490663 2216690 273973 1486179 1303719 182460 DIRECT PROCUREMENT COST 31929075 31910896 18179 PUBLIC RELATIONS 1038922 921960 116962 EMPLOYMENT EXPENSES 792617 418051 374566 ALL OTHER EXPENSES 334258 118258 216000 85014398 71031359 13983039 0 40899700 25713543 13485025 14830620 848035 873819 2193007 2008112 93317639 13361752 39763554 79955887 20240583 22305292 1405244 1472353 118835148 147159626 12854534 18385222 279855 156814 2497 16986 18528548 25409104 31665434 43968126 X 87169714 103191500 87169714 103191500 118835148 147159626 X 12797850 1290501 1937815 -4381 X 0 1 X 1 0 X 89638805 103009780 112474166 107037890 96712278 508872919 89638805 103009780 112474166 107037890 96712278 508872919 0 0 0 508872919 808164 761714 680355 366745 491343 3108321 808164 761714 680355 366745 491343 3108321 12336 762 4381 17479 56092 46184 102276 90515397 103817678 113155283 107404635 97208002 512100995 0.99370 0.99270 0.00610 0.00670 X SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: OTHER INCOME 2017 AMOUNT: $ 56,092 2018 AMOUNT: $ 46,184 0 0 0 0 0 0 0 0 1 11990 11990 0 PART II-B, LINE 1, LOBBYING ACTIVITES: A PORTION OF AOPO DUES ARE ALLOCATED TO LOBBYING ACTIVITIES. FOR 2021, $11,990 WAS ALLOCATED TO LOBBYING ACTIVITIES. 3552485 3552485 67442104 695940 66746164 11791753 5548715 6243038 7027341 4175737 2851604 3503956 2941360 562596 79955887 DUE TO MEDICARE 24792533 DUE TO ONELEGACY FOUNDATION 616571 25409104 X PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF FASB ASC TOPIC 740-10, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT AND A MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IN MAKING THIS ASSESSMENT, THE ORGANIZATION MUST DETERMINE WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, AND MUST ASSUME THAT THE TAX POSITION WILL BE EXAMINED BY TAXING AUTHORITIES. FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, MANAGEMENT HAS DETERMINED THAT THERE WERE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. THE ORGANIZATION FILES INFORMATION AND INCOME TAX RETURNS WITH THE INTERNAL REVENUE SERVICE (IRS) AND THE STATE OF CALIFORNIA. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1240445 0 0 0 0 0 0 1240445 0 1240445 1 0 1 1 0 0 PART III ACCOUNTING METHOD: 1 KECK MEDICINE OF USC 1510 SAN PABLO ST STE 600 LOS ANGELES CA 90033 951642394 501(C)(3) 10000 0 GENERAL SUPPORT 1 0 PART I, LINE 2: GRANTS OF $20,000 AND ABOVE REQUIRE BOARD APPROVAL AND MUST COMPLETE OUR DETAILED GRANT APPLICATION FORM AND PROVIDE A FINAL REPORT OF HOW FUNDS WERE UTILIZED WITH THE REQUIREMENT THAT ANY UNUSED GRANT RESTRICTED FUNDS FOR SPECIFIC PROJECTS ARE RETURNED TO ONELEGACY. X X X X X 0 0 0 0 0 0 0 0 0 THOMAS D MONE CEO 668000 0 185370 0 82215 0 70358 0 30004 0 1035947 0 0 0 CHOWDARY P GARIMELLA COO/CIO 558750 0 132703 0 59551 0 70192 0 39755 0 860951 0 0 0 CYNTHIA M PERLEY CFO 400000 0 61358 0 14321 0 79058 0 28066 0 582803 0 0 0 TOM K SETO VP OF INFORMATION TECHNOLOGY 259014 0 59017 0 16131 0 54658 0 33044 0 421864 0 0 0 LUCYNDI M RAMIREZ SENIOR VP EXTERNAL PARTNER 255527 0 33608 0 18863 0 52666 0 33305 0 393969 0 0 0 ROSEMARY O'MEEGHAN REF MGMT MEDICAL DIRECTOR 250000 0 23077 0 20967 0 29412 0 21619 0 345075 0 0 0 STEPHEN BURNS DIRECTOR OF SOFTWARE ENGINEER 204519 0 46433 0 -372 0 23385 0 30403 0 304368 0 0 0 ROBERT SAMUELSON MGR REFERAL MANAGEMENT 159867 0 54314 0 19320 0 30037 0 30310 0 293848 0 0 0 AARON COHEN MANGER DONOR ALLOCATION 159804 0 57307 0 10816 0 40517 0 23859 0 292303 0 0 0 CHARLES CHANG IT DIRECTOR 171435 0 39562 0 18975 0 39586 0 21497 0 291055 0 0 0 JESSE BRAVO DIRECTOR OF TISSUE OPERATIONS 175789 0 23870 0 24761 0 34195 0 18876 0 277491 0 0 0 BLANCA COHEN DIRECTOR OF QUALITY 189674 0 25825 0 21659 0 33273 0 1311 0 271742 0 0 0 CHARLOTTE TROILO VP HUMAN RESOURCES 173770 0 22041 0 16280 0 33559 0 16831 0 262481 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE REGENTS OF THE UNIVERSITY OF CALIFORNIA HAS ONE DESIGNATED SEAT ON THE ORGANIZATION'S BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS' AUDIT COMMITTEE CONDUCTS THE INITIAL REVIEW AND, AFTER ANY INQUIRIES ARE ADDRESSED AND RESOLVED, THE BOARD OF DIRECTORS CONDUCTS THE FINAL REVIEW AND APPROVES THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS ANNUALLY THE COMPLIANCE OF THEIR CONFLICT OF INTEREST POLICIES THROUGH VARIOUS LEVELS OF REVIEW. HUMAN RESOURCES MONITORS EMPLOYEE CONFLICTS OF INTEREST, IF ANY. THE CEO AND CFO MONITOR THE BOARD OF DIRECTORS AND OFFICER CONFLICTS OF INTEREST, IF ANY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS; HUMAN RESOURCES AND COMPENSATION COMMITTEE (THE COMMITTEE), WHICH IS COMPRISED OF FOUR INDEPENDENT MEMBERS AND THE CEO (WHO RECUSES HIMSELF REGARDING THE COMPENSATION) ANNUALLY REVIEW COMPENSATION PROGRAMS OF THE CORPORATE OFFICERS. THE COMMITTEE, AMONG OTHER THINGS, UTILIZES CONSULTANTS AND COMPENSATION BENCHMARK SOURCES AND DATA, AND BASED ON ITS OWN EVALUATION AS WELL AS INPUT FROM THE CORPORATE GOVERNANCE COMMITTEE, DETERMINES AND RECOMMENDS FOR APPROVAL TO THE BOARD THE TOTAL COMPENSATION OF CORPORATE OFFICERS. THE COMMITTEE KEEPS CONTEMPORANEOUS WRITTEN MINUTES OF ALL MEETINGS, INCLUDING ALL COMPENSATION DECISIONS. THE PROCESS WAS LAST DONE IN 2019. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST DURING BUSINESS HOURS FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: NET UBI FROM K-1S -4,381. ONELEGACY FOUNDATION 1303 W OPTICAL DRIVE AZUSA CA 91702 452936915 TO PROVIDE SUPPORT TO ONELGACY CA 501(C)(3) LINE 12A, I ONELEGACY 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0