2021-11-15T11:46:41-06:00 2020-12-31 910189318 MOSS ADAMS LLP 10960 WILSHIRE BLVD LOS ANGELES CA 90024 990 2020-01-01 953138799 ONELEGACY ONEL 2132295600 221 SOUTH FIGUEROA STREET NO 500 LOS ANGELES CA 90012 CYNTHIA M PERLEY CFO 2132295600 2021-11-11 1 CYNTHIA PERLEY 999009999 LAUREN A HAVERLOCK P00545829 3104770450 2021-11-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z NA THOMAS D MONE 221 SOUTH FIGUEROA STREET NO 500 LOS ANGELES CA 90012 116934593 0 X WWW.ONELEGACY.ORG X 1977 CA RECOVER HUMAN ORGANS AND TISSUES FOR TRANSPLANT AND MEDICAL RESEARCH TO SAVE AND IMPROVE LIVES. 13 9 403 0 -273 0 0 0 112474166 107037890 2662232 548079 -65774 0 115070624 107585969 2290000 2179881 0 0 39929832 39822961 0 0 0 62854426 54401166 105074258 96404008 9996366 11181961 100906906 118835148 26432275 31665434 74474631 87169714 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 82625365 2179881 107037890 THE ORGANIZATION RECOVERED 2,021 ORGANS FROM 548 ORGAN DONORS AND IMPORTED 306 ORGANS THAT WERE TRANSPLANTED TO ORGAN RECIPIENTS. 82625365 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 1 0 0 1 409 0 1 403 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 9 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 221 SOUTH FIGUEROA STREET LOS ANGELES CA 90012 MONE THOMAS D CEO 40.00 20.00 X X 950759 0 56844 ATKINSON JAMES DIRECTOR 4.00 0.00 X 35000 0 0 BLACKMAN ROBERT DIRECTOR 6.40 0.60 X 25000 0 0 BLAYDOW SANDRA DIRECTOR 10.00 0.00 X 35000 0 0 BOHRER GLORIA DIRECTOR 5.00 1.00 X 35000 0 0 CHERTOK WILLIAM CHAIR OF THE BOAD 10.30 0.70 X X 100000 0 0 CRANDALL EARLE E DIRECTOR 6.40 0.60 X 35000 0 0 GALLIO WILLIAM DIRECTOR 3.00 0.00 X 35000 0 0 GRAY JASON DIRECTOR 2.00 0.00 X 25000 0 0 OSBY DARYL DIRECTOR 2.00 0.00 X 25000 0 0 ROBLES DARLINE P DIRECTOR 6.00 0.00 X 35000 0 0 ROSENTHAL TOM SECRETARY 3.70 0.30 X X 40000 0 0 TORRES ART VICE CHAIR 5.00 0.00 X X 50000 0 0 GARIMELLA CHOWDARY P COO/CIO 40.00 20.00 X 757686 0 66332 PERLEY CYNTHIA M CFO 40.00 20.00 X 392396 0 60861 SETO TOM K VP OF INFORMATION TECHNOLOGY 40.00 0.00 X 334052 0 50042 RAMIREZ LUCYNDI M SENIOR VP EXTERNAL PARTNERS 40.00 0.00 X 296414 0 49626 COHEN BLANCA DIRECTOR OF QUALITY 40.00 0.00 X 244826 0 14814 BRAVO JESSE DIRECTOR OF TISSUE OPERATIONS 40.00 0.00 X 228574 0 30622 TROILO CHARLOTTE VP HUMAN RESOURCES 40.00 0.00 X 219806 0 25624 BURNS STEPHEN DIRECTOR OF SOFTWARE ENGINEERING 40.00 0.00 X 249377 0 44106 SAMUELSON ROBERT MGR REFERRAL MANAGEMENT 40.00 0.00 X 233174 0 40753 CHANG CHARLES IT DIRECTOR 40.00 0.00 X 228011 0 28112 O'MEEGHAN ROSEMARY REF MGMT MEDICAL DIRECTOR 40.00 0.00 X 222647 0 20803 COHEN AARON MANAGER DONOR ALLOCATION 40.00 0.00 X 205614 0 34405 5038336 0 522944 98 0 1 0 EUROFINS VRL INC 2100 WEST 3RD STREET SUITE301 LOS ANGELES CA 90057 ORGAN PROCUREMENT SERVICES 4639733 NEVADA DONOR NETWORK INC PO BOX 30102 SALT LAKE CITY UT 84130 ORGAN PROCUREMENT SERVICES 2860000 LA-ARCHITECTS 2659 TOWNSGATE RD SUITE 238 WESTLAKE VILLAGE CA 91361 CONSTRUCTION SERVICES 2506354 PACIFIC NATIONAL GROUP 2392 S BATEMAN AVE IRWINDALE CA 91010 CONSTRUCTION SERVICES 2081102 DONOR NETWORK WEST 12667 ALCOSTA BLVD 500 SAN RAMON CA 94583 OPO IMPORTS 1982255 131 ORGAN REVENUE 621500 87974857 87974857 TISSUE REVENUE 621500 18344143 18344143 OTHER OPERATING REVENUE 621500 718890 718890 107037890 366472 -273 366745 9530231 9348624 181607 181607 181607 107585969 107037890 -273 548352 2179881 2179881 4254278 1977860 2276418 24198328 19668458 4529870 1166305 839811 326494 7900225 6319350 1580875 2303825 1864958 438867 1088593 5000 1083593 135247 135247 29722 29722 832812 382687 450125 2667012 2085444 581568 1547485 473047 1074438 2148310 1912021 236289 255370 200263 55107 120002 77273 42729 9118 9118 2231417 1985961 245456 1355811 1187692 168119 DIRECT PROCUREMENT COST 40592195 40578147 14048 EMPLOYMENT EXPENSES 734076 371382 362694 PUBLIC RELATIONS 285548 236689 48859 NON OPERATING LOSS 149683 149683 218765 120640 98125 96404008 82625365 13778643 0 21379270 40899700 19712940 13485025 562485 848035 3192307 2193007 51893096 12129542 36242520 39763554 19817384 20240583 1405244 100906906 118835148 14235908 12854534 327770 279855 11868597 18531045 26432275 31665434 X 74474631 87169714 74474631 87169714 100906906 118835148 X 11181961 1512849 273 X 0 1 X 1 0 X 239 239 92301126 89638805 103009780 112474166 107037890 504461767 92301365 89638805 103009780 112474166 107037890 504462006 0 0 0 504462006 777671 808164 761714 680355 366745 3394649 777671 808164 761714 680355 366745 3394649 12336 762 13098 176282 56092 46184 278558 93255318 90515397 103817678 113155283 107404635 508148311 0.99270 0.99180 0.00670 0.00740 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 176,282. 2017 AMOUNT: $ 56,092. 2018 AMOUNT: $ 46,184. 0 0 0 0 0 1 31661 0 0 1 828 32489 0 PART II-B, LINE 1: A PORTION OF AOPO DUES ARE CONSIDERED FOR LOBBYING ACTIVITIES. THE ORGANIZATION PAID GIFT OF HOPE HOGAN LOVELLS TO COVER EXPENSES RELATING TO LOBBYING ACTIVITIES. 3552485 3552485 20466063 579950 19886113 12758975 5572621 7186354 5634356 2904952 2729404 9481217 3072019 6409198 39763554 DUE TO MEDICARE 17890052 DUE TO ONE LEGACY FOUNDATION 638496 NOTE PAYABLE 2497 18531045 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. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURE OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE ORGANIZATION'S POLICY IS TO INCLUDE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. THE ORGANIZATION FILES INFORMATION RETURNS WITH THE INTERNAL REVENUE SERVICE ("IRS") AND THE STATE OF CALIFORNIA. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 1245444 0 0 0 0 0 0 1245444 0 1245444 1 0 1 1 0 0 PART III ACCOUNTING METHOD: 1 ONELEGACY FOUNDATION 221 SOUTH FIGUEROA STREET LOS ANGELES CA 90012 452936915 501(C)(3) 2167881 GENERAL SUPPORT HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA 515 SOUTH FIGUEROA STREET SUITE 1300 LOS ANGELES CA 900713300 951519378 501(C)(6) 12000 GENERAL SUPPORT 1 1 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 1 0 0 0 0 0 1 0 MONE THOMAS D CEO 668000 0 200400 0 82359 0 28000 0 28844 0 1007603 0 0 0 GARIMELLA CHOWDARY P COO/CIO 558750 0 139688 0 59248 0 28000 0 38332 0 824018 0 0 0 PERLEY CYNTHIA M CFO 312000 0 62400 0 17996 0 27680 0 33181 0 453257 0 0 0 SETO TOM K VP OF INFORMATION TECHNOLOGY 250932 0 67291 0 15829 0 18166 0 31876 0 384094 0 0 0 RAMIREZ LUCYNDI M SENIOR VP EXTERNAL PARTNERS 248944 0 42789 0 4681 0 17487 0 32139 0 346040 0 0 0 BURNS STEPHEN DIRECTOR OF SOFTWARE ENGINEERING 198561 0 46286 0 4530 0 14870 0 29236 0 293483 0 0 0 SAMUELSON ROBERT MGR REFERRAL MANAGEMENT 158552 0 60622 0 14000 0 11609 0 29144 0 273927 0 0 0 COHEN BLANCA DIRECTOR OF QUALITY 189673 0 35318 0 19835 0 13503 0 1311 0 259640 0 0 0 BRAVO JESSE DIRECTOR OF TISSUE OPERATIONS 170263 0 33400 0 24911 0 12480 0 18142 0 259196 0 0 0 CHANG CHARLES IT DIRECTOR 166442 0 57289 0 4280 0 11933 0 16179 0 256123 0 0 0 TROILO CHARLOTTE VP HUMAN RESOURCES 168300 0 38860 0 12646 0 8802 0 16822 0 245430 0 0 0 O'MEEGHAN ROSEMARY REF MGMT MEDICAL DIRECTOR 200000 0 10000 0 12647 0 0 0 20803 0 243450 0 0 0 COHEN AARON MANAGER DONOR ALLOCATION 159497 0 42364 0 3753 0 11491 0 22914 0 240019 0 0 0 PART I, LINE 4B THE FOLLOWING PARTICIPATED IN AND RECEIVED A PAYMENT FROM A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: THOMAS MONE - $5,600 PRASAD GARIMLLA - $5,600 CYNTHIA PERLEY - $5,600 PART I, LINE 7 BONUSES PAID ARE DISCRETIONARY AND APPROVED BY THE BOARD. 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 18 FORM 990 IS AVAILABLE UPON REQUEST AND ON GUIDESTAR. 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. FORM 990, PART XI, LINE 9: NET UBI FROM K-1S 273. ONELEGACY FOUNDATION 221 SOUTH FIGUEROA STREET SUITE 500 LOS ANGELES CA 90012 452936915 TO PROVIDE SUPPORT TO ONELEGACY CA 501(C)(3) LINE 12A, I ONELEGACY 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 ONELEGACY FOUNDATION B 2167881