2022-11-15T10:51:53-06:00 2021-12-31 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2021-01-01 832298337 SOUTHWEST TRANSPLANT ALLIANCE FOUNDATION SOUT 2145220255 8190 MANDERVILLE LANE DALLAS TX 75231 BRADLEY L ADAMS SOLE MEMBER REPRESENTATIVE 2145220255 2022-09-29 1 BRADLEY ADAMS 999009999 KEVIN WARNEKE CPA P01294950 2148717500 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z BRADLEY L ADAMS 8190 MANDERVILLE LANE DALLAS TX 75231 440086 0 X WWW.ORGAN.ORG X 2018 TX SEE SCHEDULE OIT IS THE MISSION OF THE SOUTHWEST TRANSPLANT ALLIANCE FOUNDATION GENERALLY TO PROMOTE ORGAN AND TISSUE DONATION, PROCUREMENT AND TRANSPLANTATION THROUGH EDUCATION AND RESEARCH AND TO SUPPORT ALL WHO ARE INVOLVED IN AND TOUCHED BY DONATION AND TRANSPLANTATION. 1 1 0 309 0 0 1578315 400857 0 700 6672 1418 0 -31281 1584987 371694 0 46939 0 0 32687 870 0 0 33408 1189911 32538 1222598 80347 362389 291347 683490 925352 118038 61707 565452 863645 X SEE SCHEDULE OSOUTHWEST TRANSPLANT ALLIANCE FOUNDATION (FOUNDATION), FORMERLY KNOWN AS OUTLIVE YOURSELF FOUNDATION, WAS FORMED ON OCTOBER 15, 2018. THE FOUNDATION IS A TEXAS NOT-FOR-PROFIT CORPORATION THAT IS RECOGNIZED AS TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE MISSION OF THE FOUNDATION IS: (1) TO FOSTER EDUCATION AND RESEARCH WITH RESPECT TO ORGAN AND TISSUE DONATION, PROCUREMENT, AND TRANSPLANTATION; (2) TO FOSTER PUBLIC SERVICE PROGRAMS AND THE EDUCATION OF THE PUBLIC ON THE IMPORATANCE AND BENEFITS OF ORGAN AND TISSUE DONATION; (3) TO SUPPORT THE NEEDS OF THE DONOR FAMILIES & TRANSPLANT RECIPIENTS THROUGH THE DONATION, PROCUREMENT, AND TRANSPLANTATION PROCESS; AND (4) TO SUPPORT AND PROMOTE THE DONATION APD PROCUREMENT OF ORGANS AND TISSUES FOR TRANSPLANTATION, THERAPY, RESEARCH AND EDUCATION. 0 0 TO FOSTER RESEARCH WITH RESPECT TO ORGAN AND TISSUE DONATION, PROCUREMENT, AND TRANSPLANTATION TO FOSTER PUBLIC SERVICE PROGRAMS AND THE EDUCATION OF THE PUBLIC ON THE IMPORATANCE AND BENEFITS OF ORGAN AND TISSUE DONATION 46939 46939 700 TO SUPPORT THE NEEDS OF THE DONOR FAMILIES & TRANSPLANT RECIPIENTS THROUGH THE DONATION, PROCUREMENT, AND TRANSPLANTATION PROCESS 46939 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1 1 0 0 0 0 1 1 1 0 0 0 0 1 1 1 1 1 1 0 0 0 X BRADLEY L ADAMS 2145220255 8190 MANDERVILLE LANE DALLAS TX 75231 X SOUTHWEST TRANSPLANT ALLIANCE SOLE MEMBER 2.00 40.00 X 0 0 0 0 0 0 0 0 0 0 0 113261 287596 8688 400857 OTHER INCOME 900099 700 700 700 1418 1418 37111 113261 68392 -31281 -31281 371694 700 0 -29863 X 15919 15919 31020 31020 870 870 5270 5270 15000 15000 10018 10018 EDUCATION 2250 2250 80347 46939 0 33408 198610 574778 36936 350000 175000 7570 4200 8125 8125 119185 126313 683490 925352 118038 61707 118038 61707 X 215452 688645 350000 175000 565452 863645 683490 925352 291347 6846 0 X X 0 1 X 1 0 X 300130 272216 1578315 400857 2551518 300130 272216 1578315 400857 2551518 1318064 1233454 134 2496 2243 1418 6291 2557809 6138 X PART II, SECTION B, LINE 13 SOUTHWEST TRANSPLANT ALLIANCE FOUNDATION, FORMERLY KNOWN AS OUTLIVE YOURSELF FOUNDATION, WAS FORMED ON OCTOBER 15, 2018. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MORGAN STANLEY INVESTMENT SECURITIES 126313 C 126313 X PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE FOLLOWING IS THE TEXT FROM THE FOOTNOTES OF THE ORGANIZATION'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE CODE OF 1986, AS AMENDED, AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. IN ADDITION, THE ORGANIZATION HAS BEEN CLASSIFIED AS A PUBLIC CHARITY UNDER THE CODE. HOWEVER, INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER CODE SECTION 511. FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020 THE ORGANIZATION HAD NO SIGNIFICANT UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAX HAS BEEN PROVIDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GAAP REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S FINANCIAL STATEMENTS AND TAX RETURN TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. A RECONCILIATION IS NOT PROVIDED HEREIN, AS THE BEGINNING AND ENDING AMOUNTS OF UNRECOGNIZED BENEFITS ARE ZERO, WITH NO INTERIM ADDITIONS, REDUCTIONS, OR SETTLEMENTS. THE ORGANIZATION IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS AS INCOME TAX EXPENSE. THE ORGANIZATION'S INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. GOLF TOURNAMENT 104288 67177 37111 24390 2051 28635 5K 46084 46084 13316 150372 113261 37111 24390 2051 41951 68392 -31281 1 SOUTHWEST TRANSPLANT ALLIANCE INC 8190 MANDERVILLE LANE DALLAS TX 75231 751469319 501C3 15919 0 PROVIDING ORGANS AND TISSUES FOR TRANSPLANTATION 1 FAMILY SUPPORT FINANICAL ASSITANCE PROGRAM 52 31020 PART I, LINE 2: THE FOUNDATION'S FAMILY SUPPORT PROGRAM PROVIDES SUPPORT DURING TRANSPLANT RECIPIENT RECOVERY UP TO $600 PER APPLICANT. INDIVIDUALS MUST FILL OUT AN APPLICATION WHICH INCLUDES THE HOSPTIAL CONTACT TO VERIFY THE INDIVIDUALS NEED. THE ONLY ORGANIZATION THAT THE FOUNDATION PROVIDES GRANTS TO IS ITS SOLE MEMBER, SOUTHWEST TRANSPLANT ALLIANCE. FORM 990, PAGE 1, ITEM L: YEAR OF FORMATION SOUTHWEST TRANSPLANT ALLIANCE FOUNDATION ("FOUNDATION"), FORMERLY KNOWN AS OUTLIVE YOURSELF FOUNDATION, WAS FORMED ON OCTOBER 15, 2018 WITH SOUTHWEST TRANSPLANT ALLIANCE INC. ("STA") AS ITS SOLE MEMBER. STA HAS FULL LEGAL AUTHORITY OVER AND RESPONSIBILITY FOR THE MANAGEMENT AND PROVISION OF SERVICES BY THE FOUNDATION, AS WELL AS THE DEVELOPMENT AND OVERSIGHT OF IMPLEMENTATION OF POLICIES AND PROCEDURES NECESSARY FOR THE EFFECTIVE ADMINISTRATION OF THE FOUNDATION, INCLUDING ITS FISCAL OPERATIONS. FORM 990, PART VI, SECTION A, LINE 6 MEMBER OF ORGANIZATION SOUTHWEST TRANSPLANT ALLIANCE, INC. ("STA") IS THE SOLE MEMBER OF SOUTHWEST TRANSPLANT ALLIANCE FOUNDATION ("FOUNDATION"). STA DIRECTS AND MANAGES THE FOUNDATION IN ITS SOLE DISCRETION. FORM 990, PART VI, SECTION A, LINE 7A POWER OF MEMBER THE SOLE MEMBER HAS THE POWER TO ELECT AND APPOINT AN ADVISORY BOARD OF DIRECTORS. THE AFFAIRS OF THE ORGANIZATION SHALL BE UNDER THE GENERAL DIRECTION AND MANAGEMENT OF THE SOLE MEMBER, WHICH SHALL ADMINISTER, MANAGE, PRESERVE AND PROTECT THE PROPERTY OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS OF MEMBER AS SOLE MEMBER, SOUTHWEST TRANSPLANT ALLIANCE INC. HAS FULL AUTHORITY OVER ANY GOVERNANCE DECISIONS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8A NO GOVERNING BODY THE ORGANIZATION ONLY HAS AN ADVISORY BOARD. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY THE ORGANIZATION ONLY HAS AN ADVISORY BOARD AND NO COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B REVIEW PROCESS A COPY OF FORM 990 IS DISTRIBUTED TO THE SOLE MEMBER FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY ANNUALLY, EACH BOARD MEMBER OF THE SOLE MEMBER, SOUTHWEST TRANSPLANT ALLIANCE INC., IS PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY, AND EACH BOARD MEMBER SIGNS THE AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION AVAILABILITY DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 15,000. TOTAL EXPENSES 15,000. FORM 990, PART XII, LINE 2C COMMITTEE'S OVERSIGHT AND SELECTION PROCESS THE ORGANIZATION'S SOLE MEMBER HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY OF THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE TO THE PROCESS DURING THE YEAR. SOUTHWEST TRANSPLANT ALLIANCE INC 8190 MANDERVILLE LANE DALLAS TX 75231 751469319 PROVIDING ORGANS AND TISSUES FOR TRANSPLANTATION TX 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0