2021-11-15T13:18:40-06:00 2020-12-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2020-01-01 731281589 LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA INC LIFE 4058405551 4705 NW EXPRESSWAY OKLAHOMA CITY OK 73132 JEFF ORLOWSKI CEO & PRESIDENT 4058405551 2021-11-13 1 JEFF ORLOWSKI 999009999 IRA L NEVELOW P00083210 9724901970 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JEFF ORLOWSKI 4705 NW EXPRESSWAY OKLAHOMA CITY OK 73132 39664578 0 X WWW.LIFESHAREOKLAHOMA.ORG X 1984 OK PROVIDES ORGAN AND TISSUE PROCUREMENT SERVICES WITHIN THE STATE OF OKLAHOMA. 15 15 160 98 0 0 0 0 31388571 37382409 279767 251052 0 0 31668338 37633461 500000 0 0 0 13547675 15585774 0 0 0 16342221 19789617 30389896 35375391 1278442 2258070 27767927 31068184 5280165 5516769 22487762 25551415 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 22755469 37382409 ORGAN PROCUREMENT AND PLACEMENT WAS PROVIDED FOR 319 KIDNEYS, 102 LIVERS, 18 PANCREAS, 37 HEARTS, AND 56 LUNGS. LIFESHARE ALSO PROVIDED TISSUE PROCUREMENT OF 1,089 TISSUE DONORS. 22755469 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 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 60 0 1 160 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 TOM ANDERSON BOARD DIRECTOR 1.00 X 0 0 0 SAMANTHA DAVIS BOARD DIRECTOR 1.00 X 0 0 0 MARY JOHNSON BOARD DIRECTOR 1.00 X 0 0 0 RAJAT KAUL BOARD DIRECTOR 1.00 X 0 0 0 IRFAN KUNDI BOARD DIRECTOR 1.00 X 0 0 0 STEVE MILLER BOARD DIRECTOR 1.00 X 0 0 0 MICHAEL MORRIS BOARD DIRECTOR 1.00 X 0 0 0 ANTHONY SEBASTIAN BOARD DIRECTOR 1.00 X 0 0 0 HARLAN WRIGHT BOARD DIRECTOR 1.00 X 0 0 0 SUZANNE WHEELER BOARD CHAIR 1.00 1.00 X X 0 0 0 GINA FLESHER BOARD DIRECTOR SECRETARY 1.00 X X 0 0 0 JAMES SHARROCK BOARD VICE CHAIR 1.00 X X 0 0 0 BENJAMIN COWLEY JR 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 IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 JEFFREY ORLOWSKI PRESIDENT AND CEO 40.00 1.00 X 491561 0 45071 MICHELLE GIBSON VP HUMAN RESOURCES 40.00 X 217928 0 29843 MARTIN BENOIT VP, CFO 40.00 X 234229 0 28465 CLINT HOSTETLER VP, CLINICAL SERVICES 40.00 X 213065 0 27382 KATHRYN SMITH VP, COMMUNICATIONS AND FOUNDATION 40.00 1.00 X 201583 0 26526 JASON MORTON VP, QUALITY SYSTEMS 40.00 X 124227 0 17085 ROBERT BASHAW DIRECTOR OF IT & FACILITIE 40.00 X 145112 0 15546 JEFFREY NAVE DIRECTOR OF ORGAN RECOVERY 40.00 X 145139 0 20215 TINA MATHES DIRECTOR OF ORGANIZATIONAL DEVELOPMENT 40.00 X 155025 0 15502 ALYSSA HARRISON DIRECTOR OF TISSUE RECOVERY AND DONATION SERVICES 40.00 X 175792 0 17579 HARVEY SOLOMON ORGAN RECOVERY SURGEON 40.00 X 396625 0 36236 2500286 0 279450 11 0 1 0 ROGERS WORLDWIDE TRANSPORTATION 8317 NW 109TH STREET OKLAHOMA CITY OK 73162 TRANSPORTATION 121118 RED MAPLE CONSULTING LLC 6929 CONSERVATION DR SPRINGFIELD VA 22153 CONSULTING 120000 MONARCH MARKETING GROUP LLC 4801 GAILLARDIA PKWY STE 200 OKLAHOMA CITY OK 73142 MARKETING 102474 ECL2 CONSULTING SERVICES LLC PO BOX 1731 GRAPEVINE TX 76099 CONSULTING 102189 4 EXTRA-RENAL PROCUREMENT 621991 15119550 15119550 MEDICARE/MEDICAID PAYMENTS 621991 12947423 12947423 TISSUE PROCUREMENT 621991 9161377 9161377 RESEARCH ORGANS 621991 114945 114945 OTHER 621991 39114 39114 37382409 301874 301874 1980295 2021790 9327 -41495 -9327 -50822 -50822 37633461 37382409 0 251052 X 1656965 869904 787061 10515674 4745181 5770493 221065 165033 56032 2343918 937039 1406879 848152 395604 452548 43370 43370 57136 57136 723682 12372 711310 429433 429433 323905 323905 345920 72075 273845 73516 73516 79427 79427 528262 85228 443034 434075 434075 COST OF PROCUREMENT - I 5541404 5541404 COST OF PROCUREMENT - O 1901113 1901113 COST OF PROCUREMENT - O 1846899 1846899 COST OF PROCUREMENT - O 1426027 1426027 6035448 4757590 1277858 35375391 22755469 12619922 0 2277976 4024038 10226394 9921450 5829047 6108848 211015 199013 311520 214610 7242977 2899684 4428346 4343293 4477675 6233513 5954 23419 27767927 31068184 4014372 4317216 1265793 1199553 5280165 5516769 X 22487762 25551415 22487762 25551415 27767927 31068184 2258070 805583 0 X X 0 1 X 1 0 X 53275 33628 1500 88403 26737324 30471106 31648685 31388571 37382409 157628095 26790599 30504734 31650185 31388571 37382409 157716498 0 0 0 157716498 93536 97560 146621 288776 301874 928367 93536 97560 146621 288776 301874 928367 26884135 30602294 31796806 31677347 37684283 158644865 0.99410 0.98600 0.00590 0.00500 X 771990 771990 1365547 257419 1108128 2409515 1109351 1300164 2695925 1532914 1163011 4343293 AMERICAN BEACON SMALL CAP VALUE INST 42370 F CARILLON EAGLE SMALL CAP GROWTH INST 43262 F DELAWARE EMERGING MARKETS R-6 92363 F FIDELITY CONTRAFUND 373921 F FIDELITY EMERGING MARKETS INDEX FD I 83027 F METROPOLITAN WEST TOTAL RETURN BOND 432103 F PIMCO INVESTMENT GRD CREDIT BOND I 345712 F PIMCO TOTAL RETURN FUND-INST 311897 F THORNBURG LIMITED TERM INCOME FUND 276376 F VANGUARD 500 INDEX ADMIRAL 1939671 F VANGUARD DEVELOPED MARKETS STOCK IDX ADM 151867 F VANGUARD EM MK STK INDX-ADM 79895 F VANGUARD INTERNATIONAL GROWTH ADM 372663 F VANGUARD MID CAP INDEX ADMIRAL 507062 F VANGUARD S&P 500 ETF 403836 F VANGUARD SHORT TERM INV GRADE ADM 378554 F VANGUARD SHORT TERM TREASURY ADMIRAL 103243 F VANGUARD SMALL CAP INDEX ADMIRAL 240330 F VANGUARD S/T INFLAT-PROT SEC IDX ADM 55361 F 6233513 X 38448371 805583 805583 37642788 -9327 -9327 37633461 35384718 9327 9327 35375391 0 35375391 PART X, LINE 2: NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE LIFESHARE IS EXEMPT FROM FEDERAL AND STATE TAXES ON INCOME RELATED TO ITS EXEMPT PURPOSE UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). PART XI, LINE 4B - OTHER ADJUSTMENTS: RETIREMENT OF ASSETS -9,327. PART XII, LINE 2D - OTHER ADJUSTMENTS: RETIREMENT OF ASSETS 9,327. X X X 0 0 0 0 0 0 0 0 0 JEFFREY ORLOWSKI PRESIDENT AND CEO 411542 0 54575 0 25444 0 35832 0 9239 0 536632 0 0 0 HARVEY SOLOMON ORGAN RECOVERY SURGEON 381058 0 1500 0 14067 0 28846 0 7390 0 432861 0 0 0 MARTIN BENOIT VP, CFO 223754 0 10475 0 0 0 23423 0 5042 0 262694 0 0 0 MICHELLE GIBSON VP HUMAN RESOURCES 208186 0 9742 0 0 0 21793 0 8050 0 247771 0 0 0 CLINT HOSTETLER VP, CLINICAL SERVICES 203565 0 9500 0 0 0 21306 0 6076 0 240447 0 0 0 KATHRYN SMITH VP, COMMUNICATIONS AND FOUNDATION 186021 0 8485 0 7077 0 20158 0 6368 0 228109 0 0 0 ALYSSA HARRISON DIRECTOR OF TISSUE RECOVERY AND DONA 158181 0 7450 0 10161 0 17579 0 0 0 193371 0 0 0 TINA MATHES DIRECTOR OF ORGANIZATIONAL DEVELOPME 143042 0 6547 0 5436 0 15502 0 0 0 170527 0 0 0 JEFFREY NAVE DIRECTOR OF ORGAN RECOVERY 131406 0 3704 0 10029 0 14514 0 5701 0 165354 0 0 0 ROBERT BASHAW DIRECTOR OF IT & FACILITIE 133758 0 6300 0 5054 0 14511 0 1035 0 160658 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 778,652. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 778,652. COST OF PROCUREMENT - HOSPITAL LAB: PROGRAM SERVICE EXPENSES 754,429. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 754,429. COST OF PROCUREMENT - MEDICAL SUPPLIES: PROGRAM SERVICE EXPENSES 564,496. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 564,496. COST OF PROCUREMENT - DONOR EVALUATION: PROGRAM SERVICE EXPENSES 446,398. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 446,398. COST OF PROCUREMENT - SURGEON FEES: PROGRAM SERVICE EXPENSES 305,350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 305,350. DOUBTFUL ACCOUNTS PROVISION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 298,038. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 298,038. DONOR DATA SYSTEM: PROGRAM SERVICE EXPENSES 262,606. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 262,606. OTHER MISCELLANEOUS: PROGRAM SERVICE EXPENSES 4,558. MANAGEMENT AND GENERAL EXPENSES 253,831. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 258,389. COST OF PROCUREMENT - PHARMACY: PROGRAM SERVICE EXPENSES 254,377. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 254,377. COST OF PROCUREMENT - RESPIRATORY THERAPY: PROGRAM SERVICE EXPENSES 251,881. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 251,881. STAFF TRAINING AND SEMINARS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 242,464. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 242,464. COST OF PROCUREMENT - TISSUE TYPING: PROGRAM SERVICE EXPENSES 213,060. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 213,060. COST OF PROCUREMENT - TRANSPORTATION OF TEAMS: PROGRAM SERVICE EXPENSES 194,394. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 194,394. COST OF PROCUREMENT - ORGAN MEDICAL BILL REVIEW: PROGRAM SERVICE EXPENSES 157,018. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 157,018. MEDICAL DIRECTOR FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 150,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150,000. COST OF PROCUREMENT - ICU: PROGRAM SERVICE EXPENSES 137,495. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 137,495. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 135,750. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,750. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 125,854. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,854. COST OF PROCUREMENT - ANESTHESIA: PROGRAM SERVICE EXPENSES 122,334. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 122,334. COST OF PROCUREMENT - TRANSPORTATION OF DONOR: PROGRAM SERVICE EXPENSES 96,684. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,684. MEDICAL WASTE: PROGRAM SERVICE EXPENSES 91,107. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,107. ORGAN & TISSUE RECOVERY COORDINATOR: PROGRAM SERVICE EXPENSES 62,658. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,658. COST OF PROCUREMENT - OTHER EXCISION: PROGRAM SERVICE EXPENSES 42,993. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,993. TAXES & LICENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 40,432. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,432. RECRUITMENT COSTS AND EMPLOYEE RELATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 31,489. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,489. CALL CENTER COSTS: PROGRAM SERVICE EXPENSES 17,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,100. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE 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 74876 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.