LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA INC (EIN 73-1281589)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201803189349312050
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T17:06:03-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731335926 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA A LEY A PROFESSIONAL CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6305 WATERFORD BLVD STE 450 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731281589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LifeShare Transplant Donor Services of | BusinessNameLine1Txt |
| Business Name Line2 | Oklahoma Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIFE | BusinessNameControlTxt |
| Phone | 4058405551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4705 NW Expressway | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73132 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeff Orlowski | PersonNm |
| Person Title | Chief Executive Officer | PersonTitleTxt |
| Phone | 4058405551 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Janet Gifford | PreparerPersonNm |
| PTIN | P00303744 | PTIN |
| Phone | 4058480255 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.15.98.80 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 17:05:26 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EF4942FB67AD072F8CF83CCBD1337E07E56D3998 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 629F51566B715B123BE1696C4A7809F43F40B0B8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4705 NW Expressway | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,641,566 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.lifeshareoklahoma.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | Provides organ procurement services within the state of Oklahoma. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 143 | TotalEmployeeCnt |
| Total Volunteers | 67 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $53,275 | PYContributionsGrantsAmt |
| CY Contributions Grants | $33,628 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,737,324 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,471,106 | CYProgramServiceRevenueAmt |
| PY Investment Income | $102,613 | PYInvestmentIncomeAmt |
| CY Investment Income | $73,528 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $26,893,212 | PYTotalRevenueAmt |
| CY Total Revenue | $30,578,262 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,139,232 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,263,605 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,275,739 | PYOtherExpensesAmt |
| CY Other Expenses | $16,194,097 | CYOtherExpensesAmt |
| PY Total Expenses | $24,414,971 | PYTotalExpensesAmt |
| CY Total Expenses | $27,457,702 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,478,241 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,120,560 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,809,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,530,364 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,587,536 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,065,346 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,222,459 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,465,018 | NetAssetsOrFundBalancesEOYAmt |
| Mission | LifeShare Transplant Donor Services of Oklahoma, Inc. provides organ procurement services within the state of Oklahoma; identification of organ donors; surgical excision and distributions of organs and public education regarding organ donors. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,771,317 | ExpenseAmt |
| Revenue | $30,471,106 | RevenueAmt |
| Desc | Organ procurement and placement was provided for 297 kidneys, 136livers, 16 pancreas, 50 hearts, and 58 lungs. LifeShare also provided tissue procurement of 790 tissue donors. | Desc |
| Total Program Service Expenses | $21,771,317 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 76 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 143 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LifeShare Transplant Donor Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4058405551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4705 NW Expressway | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73132 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| ANTHONY SEBASTIAN MD | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN COWLEY MD | ||||||||
| SECRETARY/TREASURER | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| GINA FLESHER MS RN | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HARLAN WRIGHT MD | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| IRFAN KUNDI MD | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MORRIS MD | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMANTHA WEYRAUCH DAVIS | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE MILLER MD | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM ANDERSON | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY JOHNSON | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ED HEINEN | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RAJAT KAUL MD | ||||||||
| IMMEDIATE PAST CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE WHEELER | ||||||||
| BOARD VICE CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PAMELA SPANBAUER RN BSN MEd | ||||||||
| BOARD CHAIR | 0.46 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES SHARROCK | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN BENOIT | ||||||||
| VP,FINANCE | 40.00 | $46,254 | $0 | $5,201 | Yes (X) | |||
| JANICE WHALEY | ||||||||
| EXECUTIVE VP/COO | 40.00 | $225,991 | $0 | $30,723 | Yes (X) | |||
| JEFF ORLOWSKI | ||||||||
| PRESIDENT/CEO | 40.00 | $348,661 | $0 | $54,380 | Yes (X) | |||
| MICHELLE GIBSON | ||||||||
| VP HUMAN RESOURCES | 40.00 | $145,026 | $0 | $29,327 | Yes (X) | |||
| DARRELL TRAHAN | ||||||||
| VP CLINICAL SERVICES | 40.00 | $93,002 | $0 | $19,492 | Yes (X) | |||
| JAN FOUTCH | ||||||||
| VP OF QUALITY SYSTEMS | 40.00 | $154,940 | $0 | $22,109 | Yes (X) | |||
| KATHRYN SMITH | ||||||||
| VP FOUNDATION | 40.00 | $100,207 | $0 | $16,703 | Yes (X) | |||
| ROBERT BASHAW | ||||||||
| DIRECTOR OF IT & FACILITIES | 40.00 | $111,772 | $0 | $20,436 | Yes (X) | |||
| JEFFREY LEGG | ||||||||
| HIGHLY COMPENSATED EMPLOYEE | 40.00 | $138,721 | $0 | $25,732 | Yes (X) | |||
| CHRISTOPHER HOLLIDAY | ||||||||
| HIGHLY COMPENSATED EMPLOYEE | 40.00 | $107,691 | $0 | $14,189 | Yes (X) | |||
| JOANNA ZAMAN | ||||||||
| DIRECTOR OF ORGAN RECOVERY | 40.00 | $107,813 | $0 | $22,698 | Yes (X) | |||
| JOEL SMITH | ||||||||
| DIRECTOR OF TISSUE RECOVERY | 40.00 | $115,318 | $0 | $15,521 | Yes (X) | |||
| RICARDO BLANCHARD | ||||||||
| VP,FINANCE (FORMER) | 40.00 | $146,033 | $0 | $5,347 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,841,429 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $281,858 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GENESIS CONSULTING LLC | |||||
| 4453 SWILCAN BRIDGE LANE NORTH | JACKSONVILLE | FL | 32224 | SURGEON FEES | $465,147 |
| MONARCH MARKETING GROUP LLC | |||||
| 200 NW 63RD | OKLAHOMA CITY | OK | 73116 | ADVERTISING | $374,571 |
| ECL2 CONSULTING SERVICES LLC | |||||
| PO BOX 1731 | GRAPEVINE | TX | 76099 | CONSULTING | $100,598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $33,628 | AllOtherContributionsAmt |
| Total Contributions | $33,628 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EXTRA-RENAL PROCUREMENT | 621991 | $11,805,621 | $11,805,621 |
| MEDICARE/MEDICAID PAYMENTS | 621991 | $10,943,208 | $10,943,208 |
| TISSUE PROCUREMENT | 621991 | $7,250,255 | $7,250,255 |
| Other | 621991 | $306,332 | $306,332 |
| ODEAP DEC WEEK | 621991 | $130,000 | $130,000 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,690 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,690 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,471,106 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,560 | TotalRevenueColumnAmt |
| Exclusion | $97,560 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,147 | SecuritiesAmt |
| Other | $6,125 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,266 | SecuritiesAmt |
| Other | $52,038 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,881 | SecuritiesAmt |
| Other | -$45,913 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,032 | TotalRevenueColumnAmt |
| Exclusion | -$24,032 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,578,262 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,471,106 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $73,528 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,296,816 | TotalAmt |
| Program Services | $682,482 | ProgramServicesAmt |
| Management And General | $614,334 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,338,322 | TotalAmt |
| Program Services | $6,177,068 | ProgramServicesAmt |
| Management And General | $1,161,254 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,337 | TotalAmt |
| Program Services | $586,363 | ProgramServicesAmt |
| Management And General | $134,974 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,285,142 | TotalAmt |
| Program Services | $1,044,670 | ProgramServicesAmt |
| Management And General | $240,472 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,988 | TotalAmt |
| Program Services | $505,604 | ProgramServicesAmt |
| Management And General | $116,384 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,039 | TotalAmt |
| Management And General | $49,039 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,669 | TotalAmt |
| Management And General | $55,669 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,321 | TotalAmt |
| Management And General | $12,321 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $967,442 | TotalAmt |
| Program Services | $818,876 | ProgramServicesAmt |
| Management And General | $148,566 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,783 | TotalAmt |
| Program Services | $94,410 | ProgramServicesAmt |
| Management And General | $493,373 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,943 | TotalAmt |
| Program Services | $95,027 | ProgramServicesAmt |
| Management And General | $206,916 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,152 | TotalAmt |
| Program Services | $27,028 | ProgramServicesAmt |
| Management And General | $136,124 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,493 | TotalAmt |
| Management And General | $409,493 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,937 | TotalAmt |
| Program Services | $232,771 | ProgramServicesAmt |
| Management And General | $124,166 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,144 | TotalAmt |
| Program Services | $26,720 | ProgramServicesAmt |
| Management And General | $25,424 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,596 | TotalAmt |
| Management And General | $16,596 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,047 | TotalAmt |
| Management And General | $430,047 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,225 | TotalAmt |
| Management And General | $302,225 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Cost of Procurement-Imp | $2,194,112 | $2,194,112 |
| Cost of Procurement-Ope | $1,627,234 | $1,627,234 |
| Cost of Procurement-Org | $1,493,799 | $1,493,799 |
| Cost of Procurement-Sur | $824,250 | $824,250 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,349,911 | TotalAmt |
| Program Services | $5,340,903 | ProgramServicesAmt |
| Management And General | $1,009,008 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,457,702 | TotalAmt |
| Program Services | $21,771,317 | ProgramServicesAmt |
| Management And General | $5,686,385 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286 | BOYAmt |
| EOY | $627 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,230,008 | BOYAmt |
| EOY | $9,865,190 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,133,944 | BOYAmt |
| EOY | $7,469,207 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,128 | BOYAmt |
| EOY | $105,997 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,122 | BOYAmt |
| EOY | $268,025 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,774,214 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,631,188 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,274,728 | BOYAmt |
| EOY | $4,143,026 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $834,047 | BOYAmt |
| EOY | $1,673,338 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,732 | BOYAmt |
| EOY | $4,954 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,809,995 | BOYAmt |
| EOY | $23,530,364 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,141,746 | BOYAmt |
| EOY | $3,676,587 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,445,790 | BOYAmt |
| EOY | $1,388,759 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,587,536 | BOYAmt |
| EOY | $5,065,346 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,222,459 | BOYAmt |
| EOY | $18,465,018 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,222,459 | BOYAmt |
| EOY | $18,465,018 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,809,995 | BOYAmt |
| EOY | $23,530,364 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,120,560 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $121,999 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,651,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,613,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,712,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,679,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,106,836 | CurrentTaxYearAmt |
| Total | $41,764,727 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,651,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,613,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,712,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,679,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,106,836 | CurrentTaxYearAmt |
| Total | $41,764,727 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $41,764,727 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,736 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,560 | CurrentTaxYearAmt |
| Total | $437,412 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,202,139 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $76,489,239 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98820 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $771,990 | OtherCostOrOtherBasisAmt |
| Book Value | $771,990 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,365,547 | OtherCostOrOtherBasisAmt |
| Depreciation | $154,678 | DepreciationAmt |
| Book Value | $1,210,869 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,929,580 | OtherCostOrOtherBasisAmt |
| Depreciation | $648,387 | DepreciationAmt |
| Book Value | $1,281,193 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,707,097 | OtherCostOrOtherBasisAmt |
| Depreciation | $828,123 | DepreciationAmt |
| Book Value | $878,974 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,143,026 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (22 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Fidelity Money Market Institutional | $12,071 | F |
| Metropolitan West Total Return Bond | $114,879 | F |
| PIMCO High Yield Institutional | $48,500 | F |
| PIMCO Investment Grd Corp Bond Fd | $110,325 | F |
| PIMCO Total Return Fund-Inst | $113,949 | F |
| Templeton Global Bond Advisor CL | $19,349 | F |
| Thornburg Limited Term Income Fund | $121,468 | F |
| Vanguard Short Term INV Grade Adm | $112,763 | F |
| American Beacon Small Cap Value Inst | $20,317 | F |
| Carillon Eagle Small Cap Growth Inst | $19,963 | F |
| Cohen & Steers Realty Shares Inst | $22,108 | F |
| Fidelity Contrafund | $116,019 | F |
| Primecap Odyssey Stock | $106,801 | F |
| Vanguard Mid Cap Index Admiral | $101,827 | F |
| Vanguard Small Cap Index Admiral | $65,080 | F |
| Vanguard Windsor II Admiral | $96,253 | F |
| Vanguard 500 Index Admiral | $269,755 | F |
| Harbor Internation Fund CL I | $28,950 | F |
| Lazard Emerging Markets Equity Instl | $28,515 | F |
| Vanguard Developed Markets Index Adm | $48,992 | F |
| Vanguard EM Mk Stk Indx-Adm | $32,265 | F |
| Vanguard International Growth Adm | $63,189 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,673,338 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $30,733,855 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $121,999 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$12,319 | OtherRevenueAmt |
| Revenue Not Reported | $109,680 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,624,175 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$45,913 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$45,913 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,578,262 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,491,296 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $45,913 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $45,913 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,445,383 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $12,319 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,319 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,457,702 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 2d - Other Adjustments: | Brokerage Fees -12,319. |
| Part XI, Line 4b - Other Adjustments: | Loss on Sale of Assets -45,913. |
| Part XII, Line 2d - Other Adjustments: | Loss on Sale of Assets 45,913. |
| Part XII, Line 4b - Other Adjustments: | Brokerage Fees 12,319. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JANICE WHALEY | ||||||||||||||
| EXECUTIVE VP/COO | $205,298 | $0 | $20,693 | $0 | $0 | $0 | $25,159 | $0 | $5,564 | $0 | $256,714 | $0 | $0 | $0 |
| JEFF ORLOWSKI | ||||||||||||||
| PRESIDENT/CEO | $310,411 | $0 | $38,250 | $0 | $0 | $0 | $44,786 | $0 | $9,594 | $0 | $403,041 | $0 | $0 | $0 |
| MICHELLE GIBSON | ||||||||||||||
| VP HUMAN RESOURCES | $137,855 | $0 | $7,171 | $0 | $0 | $0 | $16,717 | $0 | $12,610 | $0 | $174,353 | $0 | $0 | $0 |
| JAN FOUTCH | ||||||||||||||
| VP OF QUALITY SYSTEMS | $147,490 | $0 | $7,450 | $0 | $0 | $0 | $17,772 | $0 | $4,337 | $0 | $177,049 | $0 | $0 | $0 |
| JEFFREY LEGG | ||||||||||||||
| HIGHLY COMPENSATED EMPLOYEE | $137,721 | $0 | $1,000 | $0 | $0 | $0 | $19,397 | $0 | $6,335 | $0 | $164,453 | $0 | $0 | $0 |
| RICARDO BLANCHARD | ||||||||||||||
| VP,FINANCE (FORMER) | $139,226 | $0 | $6,807 | $0 | $0 | $0 | $3,290 | $0 | $2,057 | $0 | $151,380 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| 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 VII Contact Addresses for Officers, Directors, Etc | ANTHONY SEBASTIAN, M.D. - OKLAHOMA TRANSPLANT CENTER 940 NE 13TH STREET STE OKLAHOMA CITY, OK 73104. BENJAMIN COWLEY, M.D. - 800 STANTON L. YOUNG BLVD., STE 5300, OKLAHOMA CITY, OK 73104. GINA FLESHER, M.S., R.N. - 1604 TIMBERCREEK DR., DUNCAN, OK 73533. HARLAN WRIGHT, M.D. - 940 NE 13TH ST., STE. 3000, OKLAHOMA CITY, OK 73104. IRFAN KUNDI, M.D. - 2000 SOUTH WHEELING AVENUE, SUITE 510, TULSA, OK 74104. MICHAEL MORRIS, M.D. - 3300 NW EXPRESSWAY, OKLAHOMA CITY, OK 73112. SAMANTHA WEYRAUCH DAVIS - 320 SOUTH BOSTON AVENUE, SUITE 200, TULSA, OK 74103-3706. STEVE MILLER, M.D. - 10901 EAST 48TH STREET, TULSA, OK 74146. TOM ANDERSON - 5705 N. MACARTHUR, WARR ACRES, OK 73122. MARY JOHNSON - 6161 SOUTH YALE AVE, TULSA, OK 74136. ED HEINEN - 3366 NW EXPRESSWAY, SUITE 800, OKLAHOMA CITY, OK 73112. RAJAT KAUL, M.D. - 1124 SOUTH ST. LOUIS AVENUE, SUITE 200, TULSA, OK 74120. SUZANNE WHEELER - 4200 E SKELLY DR, SUITE 950, TULSA, OK 74135. PAMELA SPANBAUER, R.N., B.S.N., M.Ed. - 5308 NW 118TH CIRCLE, OKLAHOMA CITY, OK 73162. JAMES SHARROCK - 211 N. ROBINSON, 10TH FLOOR, OKLAHOMA CITY, OK 73102. |
| Form 990, Part IX, line 24e | Sponsorships: Program service expenses 16,250. Management and general expenses 510,780. Fundraising expenses 0. Total expenses 527,030. Cost of Procurement-Organ Acquisition Non-Recovery: Program service expenses 520,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 520,000. Cost of Procurement-Hospital Lab: Program service expenses 509,819. Management and general expenses 0. Fundraising expenses 0. Total expenses 509,819. Cost of Procurement-Donor Evaluation: Program service expenses 480,804. Management and general expenses 0. Fundraising expenses 0. Total expenses 480,804. Cost of Procurement-Transportation of Organs and Tissue: Program service expenses 452,408. Management and general expenses 0. Fundraising expenses 0. Total expenses 452,408. Cost of Procurement-Tissue Procurement Expense: Program service expenses 389,754. Management and general expenses 0. Fundraising expenses 0. Total expenses 389,754. Cost of Procurement-Other Acquisition Costs: Program service expenses 334,126. Management and general expenses 0. Fundraising expenses 0. Total expenses 334,126. Cost of Procurement-Anesthesiology: Program service expenses 323,583. Management and general expenses 0. Fundraising expenses 0. Total expenses 323,583. Call Center: Program service expenses 318,919. Management and general expenses 0. Fundraising expenses 0. Total expenses 318,919. Cost of Procurement-Transportation of Teams: Program service expenses 274,008. Management and general expenses 0. Fundraising expenses 0. Total expenses 274,008. Cost of Procurement-Respiratory Therapy: Program service expenses 240,436. Management and general expenses 0. Fundraising expenses 0. Total expenses 240,436. Cost of Procurement-Intensive Care Unit: Program service expenses 210,938. Management and general expenses 0. Fundraising expenses 0. Total expenses 210,938. Cost of Procurement-Medical Supplies: Program service expenses 204,556. Management and general expenses 0. Fundraising expenses 0. Total expenses 204,556. Human Resources: Program service expenses 0. Management and general expenses 198,491. Fundraising expenses 0. Total expenses 198,491. Cost of Procurement-Tissue Typing: Program service expenses 188,976. Management and general expenses 0. Fundraising expenses 0. Total expenses 188,976. Cost of Procurement-Pharmacy: Program service expenses 173,268. Management and general expenses 0. Fundraising expenses 0. Total expenses 173,268. Transplant Coordinator Expense: Program service expenses 156,803. Management and general expenses 0. Fundraising expenses 0. Total expenses 156,803. Cost of Procurement-Medical Waste: Program service expenses 151,401. Management and general expenses 0. Fundraising expenses 0. Total expenses 151,401. Donor Data System: Program service expenses 144,919. Management and general expenses 0. Fundraising expenses 0. Total expenses 144,919. Cost of Procurement-Organ Hospital Bill Review: Program service expenses 142,435. Management and general expenses 0. Fundraising expenses 0. Total expenses 142,435. Admin & General: Program service expenses 40,278. Management and general expenses 98,912. Fundraising expenses 0. Total expenses 139,190. Memberships and Dues: Program service expenses 8,153. Management and general expenses 68,828. Fundraising expenses 0. Total expenses 76,981. Professional Education: Program service expenses 26,214. Management and general expenses 47,344. Fundraising expenses 0. Total expenses 73,558. Cost of Procurement-Transplant Coordinator: Program service expenses 54,520. Management and general expenses 0. Fundraising expenses 0. Total expenses 54,520. Donations: Program service expenses 0. Management and general expenses 52,500. Fundraising expenses 0. Total expenses 52,500. Cost of Procurement-Other Excision Costs: Program service expenses 21,573. Management and general expenses 0. Fundraising expenses 0. Total expenses 21,573. Uniforms & Linens: Program service expenses 19,383. Management and general expenses 0. Fundraising expenses 0. Total expenses 19,383. Tools & Med Supplies: Program service expenses 2,785. Management and general expenses 11,312. Fundraising expenses 0. Total expenses 14,097. Taxes-Other: Program service expenses 0. Management and general expenses 10,270. Fundraising expenses 0. Total expenses 10,270. Team Oklahoma: Program service expenses 8,077. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,077. Retirement of Assets: Program service expenses 0. Management and general expenses 6,975. Fundraising expenses 0. Total expenses 6,975. Bank Service Charges: Program service expenses 0. Management and general expenses 3,596. Fundraising expenses 0. Total expenses 3,596. Doubtful Accounts Provision: Program service expenses -73,483. Management and general expenses 0. Fundraising expenses 0. Total expenses -73,483. |
| 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 procurement organization for the State of Oklahoma. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The LifeShare Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4705 NW Expressway | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731325213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821003338 | EIN |
| Primary Activities | See Schedule O | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12b, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LifeShare Transplant Donor Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The LifeShare Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $52,000 | InvolvedAmt |
| Method Of Amount Determination | Cash Donation | MethodOfAmountDeterminationTxt |
Comments