2020-10-20T16:12:21-05:00 2019-12-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990 2019-01-01 341525159 LIFEBANC LIFE 2167525433 4775 RICHMOND ROAD CLEVELAND OH 441285919 BARBARA DROBNEY DIRECTOR OF FINANCE 2167525433 2020-08-12 1 HERZL GINSBURG CPA P01351635 2168317171 99.30.228.137 2020-08-12 12:23:28 ED P 8C48AF939825F867E788C70FE1FF1FD8A12581C0 D41A1BAE1D22EA4493086ED93CB3E6A68DE87653 2019 2021-01-29 14:40:06Z BARBARA DROBNEY 4775 RICHMOND ROAD CLEVELAND OH 441285919 43149677 0 X WWW.LIFEBANC.ORG X 1986 OH SAVING AND HEALING LIVES THROUGH ORGAN, EYE AND TISSUE DONATION. 20 20 182 140 0 0 737042 679110 36966999 42082059 894791 331742 -72936 -112844 38525896 42980067 0 0 0 0 11471500 11685884 0 0 383585 25092049 28537882 36563549 40223766 1962347 2756301 36608565 39656453 11183384 9904297 25425181 29752156 X MISSION: LIFEBANC SAVES AND HEALS LIVES.VISION: PURSUING A FUTURE WHERE ORGAN, EYE AND TISSUE DONATION IS EMBRACED AS AN HONOR AND A PERSONAL RESPONSIBILITY.VALUES: SERVICE, TEAMWORK, INTEGRITY, COMMITMENT, INNOVATION, QUALITY. 0 0 34461451 42082059 LIFEBANC IS THE NORTHEAST OHIO NONPROFIT ORGANIZATION WORKING TO SAVE AND HEAL LIVES THROUGH ORGAN AND TISSUE DONATION. SAVING AND HEALING LIVES SINCE 1986, LIFEBANC BEGAN AS ONE OF THE ORIGINAL ORGAN PROCUREMENT ORGANIZATIONS IN THE UNITED STATES AND IS A LEADER IN THE FIELD AND A HIGHLY RESPECTED ORGANIZATION REGIONALLY AND NATIONALLY. LIFEBANC SERVES THE NORTHEAST OHIO POPULATION OF OVER FOUR MILLION PEOPLE AND WORKS WITH 80 HOSPITALS IN A 20-COUNTY AREA. VOLUNTEERS AND STAFF WORK TO EDUCATE THE PUBLIC ABOUT ORGAN AND TISSUE DONATION, ENCOURAGE INDIVIDUALS TO DESIGNATE THEIR DONATION DECISION AND OFFER GRIEF SUPPORT SERVICES TO FAMILIES TOUCHED BY DONATION. LIFEBANC IS GOVERNED BY A VOLUNTEER BOARD OF DIRECTORS; COMPRISED OF COMMUNITY MEMBERS, CLINICIANS, RECIPIENTS AND DONOR (CONTINUED ON SCHEDULE O) FAMILY MEMBERS, WHO DRIVE ORGANIZATIONAL STRATEGY WITH THE VISION OF A FUTURE WHERE ORGAN, EYE AND TISSUE DONATION IS EMBRACED AS AN HONOR AND A PERSONAL RESPONSIBILITY. IN 2019, ORGAN, EYE AND TISSUE DONORS IN NORTHEAST OHIO SAVED MORE LIVES IN 2019 THAN ANY PREVIOUS YEAR. LIFEBANC HELPED TO FACILITATE THE GIFTS OF 151 ORGAN DONORS AND 1,071 TISSUE AND EYE DONORS. ORGAN DONORS IN NORTHEAST OHIO DONATED 452 ORGANS THAT SAVED THE LIVES OF 396 PEOPLE IN 2019. THE AMOUNT OF PEOPLE SAVED BY ORGAN DONORS FROM NORTHEAST OHIO EACH YEAR HAS RISEN 41% SINCE 2014. ORGANS FROM DONORS IN NORTHEAST OHIO WERE TRANSPLANTED TO RECIPIENTS IN 23 STATES AND THE DISTRICT OF COLUMBIA. MANY LIFE-SAVING AND HEALING PROCEDURES UTILIZE DONATED TISSUE. THE GIFTS OF TISSUE DONORS WILL SAVE THE LIVES OF BURN VICTIMS, REPAIR DAMAGED HEARTS, GIVE BACK MOBILITY AND RESTORE SIGHT TO TENS OF THOUSANDS OF PEOPLE. LIFEBANC PROVIDES EXTENSIVE CARE FOR THE FAMILIES OF DONORS THAT BEGINS AT THEIR FIRST MOMENT OF NEED AND EXTENDS FOR UP TO TWO YEARS PAST THE GIFTS OF THE DONATION. INCLUDED IN THAT CARE IS FREE GRIEF SUPPORT IN THE FORM OF INDIVIDUAL COUNSELING WITH A LICENSED THERAPIST, GROUP COUNSELING, AND A HOST OF OTHER ACTIVITIES. IN 2019, LIFEBANC COMMUNICATED WITH 8,508 FAMILIES, PROVIDED 638 HOURS OF INDIVIDUAL COUNSELING, AND OFFERED SIX SUPPORT GROUPS AND TWO ONE-TIME SEMINARS. LIFEBANC ALSO HELPS COORDINATE ANONYMOUS COMMUNICATION BETWEEN DONOR FAMILIES AND RECIPIENTS AND FACILITATED 617 COMMUNICATIONS IN 2019. DESPITE THE INCREASE IN ORGAN, EYE AND TISSUE DONORS THERE REMAINS A CRITICAL ORGAN SHORTAGE IN THE UNITED STATES. THERE ARE CURRENTLY 111,333 PEOPLE WAITING FOR A LIFE-SAVING ORGAN TRANSPLANT ACROSS THE COUNTRY. THERE ARE MORE THAN 1,600 PEOPLE WAITING IN NORTHEAST OHIO ALONE. IN 2019, 258 PEOPLE IN NORTHEAST OHIO EITHER DIED WAITING FOR AN ORGAN OR BECAME TOO SICK TO TRANSPLANT. THE BEST CHANCE THOSE STILL WAITING HAVE AT RECEIVING THE LIFE-SAVING TRANSPLANT THEY NEED IS BY INCREASING THE NUMBER OF PEOPLE WHO REGISTER THEIR WISHES TO BE AN ORGAN, EYE AND TISSUE DONOR. IN 2019, OVER 74,000 PEOPLE IN NORTHEAST OHIO REGISTERED FOR THE FIRST TIME ON THE OHIO DONOR REGISTRY. IN 2019, 345 PEOPLE IN NORTHEAST OHIO EITHER DIED WAITING FOR AN ORGAN OR BECAME TOO SICK TO TRANSPLANT. THE BEST CHANCE THOSE STILL WAITING HAVE AT RECEIVING THE LIFE-SAVING TRANSPLANT THEY NEED IS BY INCREASING THE NUMBER OF PEOPLE WHO REGISTER THEIR WISHES TO BE AN ORGAN, EYE AND TISSUE DONOR. 326531 ANNUALLY, LIFEBANC VOLUNTEERS AND STAFF EDUCATE MORE THAN 100,000 STUDENTS AND ADULTS IN AN EFFORT TO PROVIDE ACCURATE INFORMATION, ENGAGE THE PUBLIC AND INCREASE THE NUMBER OF REGISTERED ORGAN, EYE AND TISSUE DONORS. LIFEBANC ALSO PROVIDES BEREAVEMENT SUPPORT AND SERVICES TO FAMILIES TOUCHED BY DONATION. 34787982 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 45 0 1 182 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X BARBARA DROBNEY 2167525433 4775 RICHMOND RD CLEVELAND OH 441285919 GORDON BOWEN CHIEF EXECUTIVE OFFICER 40.00 X 494352 0 44497 HEATHER MEKESA CHIEF OPERATIONS OFFICER 40.00 X 216226 0 27911 BARBARA DROBNEY DIRECTOR OF FINANCE 40.00 X 191475 0 26120 DEBRA COOPER CHIEF QUALITY OFFICER 40.00 X 199973 0 14872 THOMAS KREMPA DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 166950 0 24305 MICHELLE LEIGHTON CHIEF TALENT OFFICER 40.00 X 161282 0 15635 JULIE CALDRO DIRECTOR OF TISSUE SERVICES 40.00 X 152965 0 12112 CHERYL BAILEY TREASURER 3.00 X X 0 0 0 MELISSA KLINE SECRETARY 3.00 X X 0 0 0 ALAN J PAPA FACHE PRESIDENT 3.00 X X 0 0 0 STACEY BANNING BSN RN BOARD MEMBER 1.00 X 0 0 0 RENEE BENNETT BOARD MEMBER 1.00 X 0 0 0 CASEY BILLINGTON RN CCTC BOARD MEMBER 1.00 X 0 0 0 MICAH DAVIS BOARD MEMBER 1.00 X 0 0 0 GERRICK DOSS BOARD MEMBER 1.00 X 0 0 0 MATT KITTLE BOARD MEMBER 1.00 X 0 0 0 TANIA MARKARIAN DDS BOARD MEMBER 1.00 X 0 0 0 KV NARAYANAN MENON MD BOARD MEMBER 1.00 X 0 0 0 MARIANN PACAK BOARD MEMBER 1.00 X 0 0 0 LYNN SARGI BOARD MEMBER 1.00 X 0 0 0 JENNIFER L STRAZZELLA BOARD MEMBER 1.00 X 0 0 0 JOHN DARYL THORNTON MD MPH BOARD MEMBER 1.00 X 0 0 0 DANEEN MACE VADJUNEC MHHS BOARD MEMBER 1.00 X 0 0 0 SARAH J VURA BOARD MEMBER 1.00 X 0 0 0 JIM WILL BOARD MEMBER 1.00 X 0 0 0 1583223 0 165452 8 0 1 0 GIFT OF LIFE- MICHIGAN 3861 RESEARCH PARK DR ANN ARBOR MI 48108 IMPORT SERVICES 3243328 AMERICAN FDTN FOR DONATION AND TRANSPLAN 8154 FOREST HILL AVE RICHMOND VA 23235 IMPORT SERVICES 3178759 CLEVELAND CLINIC FOUNDATION PO BOX 931087 CLEVELAND OH 44193 DONOR SERVICES 2407576 INDIANA DONOR NETWORK 3760 GUION ROAD INDIANAPOLIS IN 46222 IMPORT SERVICES 1813300 CENTER FOR ORGAN RECOVERY & ED 204 SIGMA DRIVE PITTSBURGH PA 15238 IMPORT SERVICES 1621406 45 422262 256848 679110 HUMAN ORGAN AND TISSUE PROCUREMEN 621500 41995943 41995943 MEDICARE REIMBURSEMENT 621500 86116 86116 42082059 331742 331742 51036 422262 169610 -118574 -118574 MISCELLANEOUS REVENUE 900099 5730 5730 5730 42980067 42087789 0 213168 756444 581987 174457 8083936 6167604 1851226 65106 531943 374491 149902 7550 1656878 1236021 397288 23569 656683 545472 106082 5129 6990 6990 27134 27134 61818 61818 316431 69303 229234 17894 184891 80481 102710 1700 641870 2795 610545 28530 141203 58501 82042 660 137682 82026 55630 26 230337 94899 133737 1701 522667 217073 303144 2450 303873 303873 HOSP & DONOR COSTS 24318083 24318083 COMMUNITY OUTREACH 326531 326531 REPAIRS AND MAINTENANCE 257816 106814 149796 1206 VEHICLE AND TRANSPORTAT 205486 175834 28879 773 855070 350067 277712 227291 40223766 34787982 5052199 383585 1461510 1347542 310666 93878 321950 124000 6321853 6495333 492212 277429 350069 419207 16115783 3405437 12952412 12710346 13186350 15714025 2468579 20452 6114 1191091 0 36608565 39656453 5185917 4083342 5997467 5590218 0 230737 11183384 9904297 X 25123231 29497810 301950 254346 25425181 29752156 36608565 39656453 X 2756301 1679089 143736 -252151 X 0 1 X 1 0 X 478081 796555 757384 737042 679110 3448172 30762683 32157811 33449264 36966999 42082059 175418816 31240764 32954366 34206648 37704041 42761169 178866988 3535 21052 38670 15198 15560 94015 0 3535 21052 38670 15198 15560 94015 178772973 173961 238678 352032 455132 331742 1551545 173961 238678 352032 455132 331742 1551545 84546 201326 31229 22672 0 339773 399299 8111 5730 413140 31898570 33394370 34589909 38189956 43098641 181171446 0.98680 0.98600 0.00860 0.00890 X SCHEDULE A, PART III, LINE 12 MISCELLANEOUS INCOME FOR 2019 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27134 27134 40196632 40223766 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 24000 24000 24000 27134 99134 250000 250000 250000 250000 1000000 1500000 1882145 250000 336434 2468579 2338922 50000 -67118 439659 1882145 1997221 341701 2338922 1138667 800000 58554 1997221 1136788 1882 1138670 1.00000 1 0 2535043 2535043 10143606 1382896 8760710 207874 184488 23386 2847163 1579268 1267895 382097 258785 123312 12710346 CLEV FDTN POOL FUND 2468579 F 2468579 INTEREST RATE SWAP 230737 230737 X 44741074 1679089 143736 1822825 42918249 61818 61818 42980067 40414099 252151 252151 40161948 61818 61818 40223766 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CURRENTLY CONSISTS OF A FUND DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS AN ENDOWMENT. IT IS DESIGNATED EXCLUSIVELY FOR OUTREACH, EDUCATION, AND BEREAVEMENT SUPPORT. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RULED THAT LIFEBANC QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT FEDERAL INCOME TAX LAWS. THE ORGANIZATION HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND DOES QUALIFY FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). LIFEBANC FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. LIFEBANC'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. IN EVALUATING THE ORGANIZATION'S ACTIVITIES, MANAGEMENT BELIEVES ITS POSITION OF TAX-EXEMPT STATUS IS APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES, AND THERE HAVE BEEN NO UNCERTAIN POSITIONS TAKEN RELATED TO RECORDING INCOME TAXES. MANAGEMENT HAS ALSO ASSESSED THAT THERE ARE NO ACTIVITIES UNRELATED TO THE PURPOSE OF LIFEBANC AND THEREFORE NO TAX IS TO BE RECOGNIZED. IT IS THE POLICY OF LIFEBANC TO INCLUDE IN MANAGEMENT AND GENERAL EXPENSES PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES. THERE ARE NO PENALTIES OR INTEREST FROM TAXING AUTHORITIES INCLUDED IN MANAGEMENT AND GENERAL EXPENSES FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST RATE SWAP 252,151. LIFEBANC OVER THE EDGE 199235 185694 13541 56762 11565 GIFT OF LIFE WALK & RUN 245825 214115 31710 38510 18221 1 28238 22453 5785 22299 22253 473298 422262 51036 117571 52039 169610 -118574 X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 GORDON BOWEN CHIEF EXECUTIVE OFFICER 472302 0 11250 0 10800 0 19600 0 24897 0 538849 0 0 0 HEATHER MEKESA CHIEF OPERATIONS OFFICER 212043 0 4183 0 0 0 13640 0 14271 0 244137 0 0 0 BARBARA DROBNEY DIRECTOR OF FINANCE 186623 0 4852 0 0 0 11856 0 14264 0 217595 0 0 0 DEBRA COOPER CHIEF QUALITY OFFICER 195853 0 4120 0 0 0 13516 0 1356 0 214845 0 0 0 THOMAS KREMPA DIRECTOR OF INFORMATION TECHNOLOGY 162059 0 4891 0 0 0 10175 0 14130 0 191255 0 0 0 MICHELLE LEIGHTON CHIEF TALENT OFFICER 161282 0 0 0 0 0 1810 0 13825 0 176917 0 0 0 JULIE CALDRO DIRECTOR OF TISSUE SERVICES 149944 0 3021 0 0 0 9860 0 2252 0 165077 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B DIRECTOR OF FINANCE WILL REVIEW THE 990 PRIOR TO FILING WITH THE IRS, MAKE ANY NECESSARY CHANGES AND FINALIZE WITH THE ACCOUNTING FIRM. ONCE FINALIZED, DIRECTOR OF FINANCE WILL SUBMIT THE 990 TO THE FINANCE COMMITTEE AND BOARD OF TRUSTEES FOR REVIEW AND SUBSEQUENT APPROVAL FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE IN THE ORGANIZATION SHOULD BE MADE TO THE CHIEF EXECUTIVE OFFICER/DESIGNEE (OR IF HE/SHE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD PRESIDENT), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF. DISCLOSURE INVOLVING OFFICERS SHOULD BE MADE TO THE BOARD PRESIDENT, (OR IF HE/SHE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-PRESIDENT) WHO SHALL BRING THESE MATTERS TO THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF. THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF, SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO LIFEBANC. THE DECISION OF THE BOARD OR DULY CONSTITUTED COMMITTEE THEREOF ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF LIFEBANC AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE HR DIRECTOR, AT THE DIRECTION OF THE BOARD CHAIR, PROVIDES THE BOARD CHAIR WITH SURVEY INFORMATION ON CEO COMPENSATION FROM TWO SOURCES, ERC AND AOPO. THE BOARD CHAIR REVIEWS THE COMPENSATION INFO AND SHARES IT WITH THE REST OF THE BOARD. CEO COMPENSATION FOR THE FOLLOWING YEAR IS DISCUSSED AND APPROVED IN EXECUTIVE SESSION AT THE YEAR-END BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. RECOVERY STATISTICS ARE PUBLISHED ON THE ORGANIZATION WEBSITE AND NEWSLETTER. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST RATE SWAP -252,151.