2021-11-15T12:59:11-06:00 2020-12-31 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2020-01-01 832298337 SOUTHWEST TRANSPLANT ALLIANCE FOUNDATION SOUT 2145220255 8190 MANDERVILLE LANE DALLAS TX 75231 PATRICIA NILES PRESIDENT & CEO OF STA, SOLE MEMBER 2145220255 2021-11-15 1 PATRICIA NILES 999009999 KEVIN WARNEKE CPA P01294950 2148717500 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X PATRICIA NILES 8190 MANDERVILLE LANE DALLAS TX 75231 1633987 0 X WWW.ORGAN.ORG X 2018 TX IT 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 0 287 0 0 272216 1578315 5438 0 2496 6672 5269 0 285419 1584987 0 0 0 0 184753 32687 0 0 82573 206261 1189911 391014 1222598 -105595 362389 549762 683490 349827 118038 199935 565452 X SOUTHWEST 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 41687 TO FOSTER PUBLIC SERVICE PROGRAMS AND THE EDUCATION OF THE PUBLIC ON THE IMPORATANCE AND BENEFITS OF ORGAN AND TISSUE DONATION 1085025 1578315 TO SUPPORT THE NEEDS OF THE DONOR FAMILIES & TRANSPLANT RECIPIENTS THROUGH THE DONATION, PROCUREMENT, AND TRANSPLANTATION PROCESS 1126712 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 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 SOUTHWEST TRANSPLANT ALLIANCE SOLE MEMBER 2.00 40.00 X 0 0 0 TARA STORCH PRESIDENT 40.00 X 0 23840 9825 0 23840 9825 0 0 0 0 0 1578315 3021 1578315 2243 2243 53429 49000 4429 4429 4429 1584987 0 0 6672 22762 15023 4325 3414 8112 5353 1542 1217 1813 1197 344 272 5898 5898 1048 1048 19 19 1195 1195 81 81 9 9 STA LEGACY CENTER 1085025 1085025 CONTRACT SERVICES 54757 54757 EDUCATION 20114 20114 SUPPLIES 15087 15087 6678 6678 1222598 1126712 13313 82573 281674 198610 350000 178446 7570 1500 8125 88142 119185 549762 683490 339827 118038 10000 0 349827 118038 X 99935 215452 100000 350000 199935 565452 549762 683490 362389 3128 0 X X 0 1 X 1 0 X 300130 272216 1578315 2150661 300130 272216 1578315 2150661 1143520 1007141 134 2496 6672 9302 10707 10707 2170670 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 SECURITIES 119185 C 119185 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. 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, 2020 AND 2019 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 TAX RETURNS 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. 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, PAGE 1, ITEM B: NAME CHANGE OUTLIVE YOURSELF FOUNDATION'S NAME WAS CHANGED TO SOUTHWEST TRANSPLANT ALLIANCE FOUNDATION AS OF NOVEMBER 2020. 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 XII, LINE 2C: COMMITTEE'S OVERSIGHT AND SELECTION PROCESS THE SOLE MEMBER HAS A COMMITTEE THAT ASSUMES THE 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 SOUTHWEST TRANSPLANT ALLIANCE INC 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 SOUTHWEST TRANSPLANT ALLIANCE INC B 1085025 CASH SOUTHWEST TRANSPLANT ALLIANCE INC P 99514 CASH