2024-11-14T14:07:52-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 311481798 TRANSPLANT FOUNDATION TRAN 2155578090 401 NORTH 3RD STREET PHILADELPHIA PA 191234101 RICHARD D HASZ PRESIDENT & CEO 2155578090 2024-11-14 1 1 KERRI N BOGDA CPA P00760402 7177404863 2024-10-30 2023 2024-10-15 13:58:12Z RICHARD D HASZ 401 NORTH 3RD STREET PHILADELPHIA PA 191234101 17179076 0 X WWW.DONORS1.ORG X 1997 PA TO SUPPORT ORGAN AND TISSUE DONATION AND TRANSPLANTATION. 7 5 11 400 0 0 622440 671375 949348 1077752 839312 1144591 -15031 -12162 2396069 2881556 1084900 1018136 0 0 1723120 1756503 0 0 300 1511908 939955 4319928 3714594 -1923859 -833038 57269297 65408656 2037674 4276048 55231623 61132608 X SEE SCHEDULE "O". 0 0 3444440 1018136 1077752 TRANSPLANT FOUNDATION IS COMMITTED TO SUPPORTING THE MISSION OF GIFT OF LIFE DONOR PROGRAM THROUGH ITS COMMITMENT TO:- IMPROVE THE QUALITY OF LIFE OF PATIENTS AWAITING TRANSPLANTATION BY MAXIMIZING THE AVAILABILITY OF DONOR ORGANS AND TISSUES WHILE UPHOLDING THE HIGHEST MEDICAL, LEGAL, ETHICAL AND FISCAL STANDARDS THROUGH INITIATIVES SUCH AS EDUCATIONAL AND INFORMATIONAL PROGRAMMING TO THECOMMUNITY AT LARGE THROUGH THE SPECIAL EVENTS AND CLINICAL TRAININGS SUPPORTED BY TRANSPLANT FOUNDATION TO THE MEDICAL COMMUNITY THROUGH ITS GIFT OF LIFE INSTITUTE; CONTINUED ON SCHEDULE O.- WORK IN PARTNERSHIP WITH THE REGION'S HOSPITALS AND HEALTH CARE PROFESSIONALS TO ENSURE THAT THE FAMILY OF EVERY POTENTIAL DONOR IS OFFERED THE OPPORTUNITY TO SUPPORT ORGAN AND TISSUE DONATION IN A COMPASSIONATE, TIMELY, INFORMATIVE, AND CARING MANNER;- PROVIDE EDUCATIONAL PROGRAMS AND MATERIALS TO POSITIVELY PREDISPOSE ALL MEMBERS OF THE COMMUNITY TO ORGAN AND TISSUE DONATION SO THAT DONATION IS VIEWED AS A FUNDAMENTAL HUMAN RESPONSIBILITY THROUGH PROGRAMMING SUCH AS DONORS ARE HEROES GRANTS;- SERVE AS A COMMUNITY RESOURCE BY PROVIDING SUPPORT FOR FAMILIES OF DONORS AS WELL AS TRANSPLANT RECIPIENTS AND THEIR FAMILIES THROUGH PROGRAMS SUCH AS ITS REGIONAL TRANSPLANT FAMILY SUPPORT GRANT PROGRAM WHICH FOCUSES ON SUPPORTING THOSE WHO TRAVEL FOR TRANSPLANT RELATED SERVICES IN THE HERSHEY/HARRISBURG, ALLENTOWN, READING, NORTHEASTERN PENNSYLVANIA, BRYN MAWR AND DELAWARE AREA TRANSPLANT CENTERS. LODGING AND SUPPORTIVE SERVICES ARE ALSO PROVIDED TO PATIENTS AND CAREGIVERS TRAVELLING FOR TRANSPLANT SERVICES TO THE PHILADELPHIA ARE THROUGH GIFT OF LIFE HOWIE'S HOUSE. ADDITIONALLY, SCHOLARSHIPS SUCH AS THE JESSICA BETH SCHWARTZ COLLEGE SCHOLARSHIP PROGRAM ARE PROVIDED TO SUPPORT ADVANCEMENT OF RECIPIENTS. - SERVE AS A LEADER IN THE ADVANCEMENT OF ORGAN AND TISSUE DONATION AND TRANSPLANTATION THROUGH STATE OF THE ART TRAINING & CONSULTING OFFERED BY GIFT OF LIFE INSTITUTE, AS WELL AS THROUGH FUNDING THE INNOVATIVE RESEARCH IN SUPPORT OF DONATION & TRANSPLANTATION GRANT PROGRAM INITIALLY ESTABLISHED IN 2015.IN ADDITION TO ITS ONGOING COMMUNITY EDUCATION AND GRANT PROGRAMS, AND THE PROGRAMMING THROUGH ITS GIFT OF LIFE INSTITUTE, TRANSPLANT FOUNDATION CONTINUES TO SUPPORT GIFT OF LIFE FAMILY HOUSE, A RONALD MCDONALD HOUSE-TYPE SETTING, WHERE FAMILIES OF PATIENTS UNDERGOING TRANSPLANTS AT TRANSPLANT CENTERS IN THE PHILADELPHIA REGION ARE ACCOMMODATED NEAR THE SITE OF THE SURGERY AND FOR FOLLOW-UP VISITS. TRANSPLANT FOUNDATION SUPPORTED THE PLANNING, DESIGN, PROGRAM DEVELOPMENT, AND CONSTRUCTION OF GIFT OF LIFE HOWIE'S HOUSE AND CONTINUES TO SUPPORT ITS ONGOING OPERATIONS. TRANSPLANT FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO SUPPORT THE MISSION OF GIFT OF LIFE DONOR PROGRAM, AS DETAILED IN PART III A. IN 2023, TRANSPLANT FOUNDATION FULFILLED THIS MISSION BY PROVIDING ONGOING SUPPORT TO GIFT OF LIFE INSTITUTE, ORGANIZING THE TEAM PHILADELPHIA ENTRY IN THE TRANSPLANT GAMES OF AMERICA, COORDINATING GIFT OF LIFE DONOR DASH AND CONTINUING ITS SUPPORT OF THE INNOVATIVE RESEARCH IN SUPPORT OF DONATION AND TRANSPLANTATION GRANT PROGRAM. TRANSPLANT FOUNDATION ALSO CONTRIBUTED TO COMMUNITY EDUCATIONAL INITIATIVES THROUGH GRANTS TO SCHOOLS, HOUSES OF WORSHIP, AND SCHOLARSHIPS. ADDITIONALLY, TRANSPLANT FOUNDATION INITIATED ITS REGIONAL TRANSPLANT FAMILY SUPPORT GRANT PROGRAM, WHICH ASSISTS THOSE TRAVELING FOR TRANSPLANT-RELATED CARE TO CENTERS IN HARRISBURG/HERSHEY, ALLENTOWN, READING, NORTHEASTERN PENNSYLVANIA, BRYN MAWR, AND DELAWARE BY FUNDING CERTAIN FOOD, LODGING, AND SUPPORT SERVICES. TRANSPLANT FOUNDATION ALSO EXTENDED ITS SUPPORT WITH A GRANT FOR THE ONGOING OPERATION OF GIFT OF LIFE FAMILY HOUSE. 3444440 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 26 0 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 PA NJ X KIMBERLY YENCHO VP OF FINANCE 2155578090 401 NORTH 3RD STREET PHILADELPHIA PA 191234101 RICHARD D HASZ PRESIDENT & CEO 3.00 53.00 X X 0 794105 152621 CLYDE F BARKER MD DIRECTOR 0.30 1.00 X 0 0 0 MICHAEL MORITZ MD MEDICAL DIRECTOR 0.30 30.30 X 0 183000 0 MEG MCGOLDRICK DIRECTOR 0.30 0.00 X 0 0 0 BARBARA WADSWORTH DNP RN DIRECTOR 0.30 0.70 X 0 0 0 GERARD J FULDA MD DIRECTOR 0.30 0.00 X 0 0 0 MARSHALL SCHWARTZ MD DIRECTOR 0.30 0.00 X 0 0 0 JAN L WEINSTOCK ESQ CHIEF ADMIN OFFICER & G.C. 2.00 51.50 X 0 640421 71156 HOWARD M NATHAN EXECUTIVE DIRECTOR 40.00 0.00 X 327174 0 60491 THERESA DALY DIRECTOR OF INSTITUTE 45.00 0.00 X 196499 0 56840 LISA A COSCIA SR RESEARCH COORDINATOR 45.00 0.00 X 119079 0 16381 ROBERT J NORDEN INSTRUCTIONAL CURRICULUM D 45.00 0.00 X 117554 0 41417 DIANE FINNERTY EXECUTIVE ASSISTANT 40.00 0.00 X 117426 0 25897 877732 1617526 424803 5 0 1 0 0 180 282000 389195 671375 TRAINING/EDUCATION REV 611710 1077752 1077752 1077752 1525271 1525271 13646668 14027348 -380680 -380680 -380680 252376 282000 270172 -17796 -17796 LICENSE PLATE REV 900099 4184 4184 OTHER REVENUE 900099 1450 1450 5634 2881556 1077752 0 1132429 X 1008136 1008136 10000 10000 387665 387665 1037165 973799 63366 95837 91493 4344 143420 75494 67926 92416 89021 3395 7530 5180 2350 8250 8250 119823 119823 532629 532629 9089 9089 36196 36196 14747 14347 400 2763 2763 6820 6820 HEALTHCARE PROFESSIONAL 144865 144865 CAMP JEREMY EXPENSES 22913 22913 POSTAGE & PRINTING 7136 7136 LEASE EXPENSE 6452 6452 20742 20442 300 3714594 3444440 269854 300 632330 1924177 331453 216122 10704 19558 74587 65950 15414 8637 56279396 63240162 57269297 65408656 256988 254239 307645 300000 1473041 3721809 2037674 4276048 X 55231623 61103953 28655 55231623 61132608 57269297 65408656 -833038 6734023 0 X 0 1 X 1 0 X X 2 TRANSPLANT HOUSE 260585694 7 0 652683 0 GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS 237388767 10 1 0 0 2 652683 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 1: TRANSPLANT FOUNDATION IS AN AFFILIATE IN A GROUP THAT INCLUDES GIFT OF LIFE DONOR PROGRAM ("GLDP" EIN 23-7388767) AND TRANSPLANT HOUSE (EIN 26-0585694). TRANSPLANT FOUNDATION PROVIDES SUPPORT TO GLDP, WHICH IS LISTED IN THE ORGANIZATION'S GOVERNING DOCUMENTS. FOUNDATION ALSO PROVIDES SUPPORT TO TRANSPLANT HOUSE, WHICH IS REFERENCED IN FOUNDATION'S IRS EXEMPTION APPLICATION AND HAS PLAYED A VITAL ROLE IN ADVANCING THE MISSION OF GLDP. TRANSPLANT HOUSE IS A RONALD MCDONALD TYPE LODGING FACILITY FOR TRANSPLANT FAMILIES TRAVELING TO THE PHILADELPHIA AREA FOR CARE. TRANSPLANT HOUSE IS A CONTROLLED ENTITY OF GLDP THROUGH FOUNDATION. PART IV, SECTION A, LINE 6: TRANSPLANT FOUNDATION PROVIDED GRANTS TO SCHOOLS AND HOUSES OF WORSHIP TO SUPPORT COMMUNITY EDUCATIONAL PROGRAMMING AND PROMOTE THE BENEFITS OF ORGAN AND TISSUE TRANSPLANTATION TO ADVANCE THE MISSION OF GIFT OF LIFE DONOR PROGRAM. TRANSPLANT FOUNDATION ALSO PROVIDED GRANTS TO REGIONAL TRANSPLANT CENTERS TO FACILITATE SUPPORT FOR TRANSPLANT CANDIDATES AND THEIR FAMILIES WHO TRAVEL FOR TRANSPLANT RELATED CARE IN HARRISBURG/HERSHEY, ALLENTOWN, READING, NORTHEASTERN PENNSYLVANIA, BRYN MAWR, AND DELAWARE AREA BY FUNDING CERTAIN FOOD, LODGING AND SUPPORTIVE SERVICES. FINALLY, TRANSPLANT FOUNDATION RELEASED GRANTS TO INSTITUTIONS IMPLEMENTING THE INNOVATIVE RESEARCH IN SUPPORT OF ORGAN DONATION AND TRANSPLANTATION PROGRAM. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11591658 1610955 652683 12549930 14298264 -2072253 634353 11591658 13400878 1481404 584018 14298264 11843494 2137044 579660 13400878 10599227 1803577 559310 11843494 1.00000 0.00000 0.00000 0 0 74587 65950 8637 8637 DUE TO AFFILIATES 3721809 3721809 9765928 6734023 -119823 6614200 3151728 -270172 -270172 2881556 3864943 270172 270172 3594771 119823 119823 3714594 PART V, LINE 4: IN DECEMBER 2015, THE BOARD AUTHORIZED THE ESTABLISHMENT OF A $10 MILLION ENDOWMENT FUND (THE "FUND") BY TRANSPLANT FOUNDATION FOR THE PURPOSE OF FUNDING ANY FUTURE FINANCIAL SHORTFALLS AND TO SUPPORT NEEDED CAPITAL PROJECTS AT TRANSPLANT HOUSE. BASED ON THE REQUEST OF THE BOARD, TRANSPLANT HOUSE IS ENTITLED TO AN ANNUAL DISTRIBUTION OF UP TO 5% OF THE FAIR VALUE OF THE FUND. THE FAIR VALUE IS DETERMINED AS OF DECEMBER 31 OF EACH CALENDAR YEAR AND CALCULATED BY AVERAGING THE FAIR VALUE OF THE FUND OVER THE PRECEDING 12 QUARTERS OR AS MANY QUARTERS THAT THE FUND HAS BEEN IN EXISTENCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST REVENUE ON FINANCIALS -119,823. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -270,172. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 270,172. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST REVENUE ON FINANCIALS 119,823. PA DONOR DASH 534376 282000 252376 0 19241 63140 1340 9508 176943 534376 282000 252376 19241 63140 1340 9508 176943 270172 -17796 1 TRANSPLANT HOUSE 401 NORTH 3RD STREET PHILADELPHIA PA 19123 260585694 501(C)(3) 652683 0 N/A N/A GIFT OF LIFE HOWIE'S HOUSE OPERATIONS TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3400 SPRUCE STREET PHILADLEPHIA PA 19104 231352685 501(C)(3) 50000 0 N/A N/A RESEARCH GRANT AWARD CHRISTIANA CARE HEALTH SYSTEM 4735 OGLETOWN STATION RD SUITE 2224 NEWARK DE 19713 521479538 501(C)(3) 24968 0 N/A N/A FAMILY SUPPORT GRANT THE NEMOURS FOUNDATION 1600 ROCKLAND RD WILMINGTON DE 19803 590634433 501(C)(3) 24836 0 N/A N/A FAMILY SUPPORT GRANT LEHIGH VALLEY HOSPITAL CEDAR CREST BOULEVARD I-78 PO BOX 4120 ALLENTOWN PA 181054120 231689692 501(C)(3) 22833 0 N/A N/A FAMILY SUPPORT GRANT UPMC PINNACLE HEALTH SYSTEM 90 HOPE DRIVE SUITE 4301 HERSHEY PA 17033 251778644 501(C)(3) 17110 0 N/A N/A FAMILY SUPPORT GRANT PENN STATE HEALTH 90 HOPE DRIVE SUITE 4301 HERSHEY PA 17033 251854772 501(C)(3) 9537 0 N/A N/A FAMILY SUPPORT GRANT TEMPLE UNIVERSITY RESEARCH ADMINISTRATION PO BOX 22432 NEW YORK NY 10087 231365971 501(C)(3) 85814 0 N/A N/A RESEARCH GRANT AMERICAN SOCIETY OF TRANSPLANTATION 1000 ATRIUM WAY SUITE 400 MOUNT LAUREL NJ 08054 421182936 501(C)(3) 37500 0 N/A N/A RESEARCH GRANT 9 0 JESSICA SCHWARTZ SCHOLARSHIP 4 10000 0 N/A SCHOLARSHIPS PART I, LINE 2: FOUNDATION PROVIDES ASSISTANCE TO TRANSPLANT HOUSE, AN AFFILIATED TAX-EXEMPT ENTITY. FOUNDATION ALSO PROVIDES GRANTS TO ORGANIZATIONS THAT SATISFY APPLICATION CRITERIA INCLUDING EDUCATIONAL OUTREACH STANDARDS AND SCHOLARSHIPS TO INDIVIDUALS WHO MEET THE FOLLOWING CRITERIA: 1) BE A SOLID ORGAN TRANSPLANT RECIPIENT 2) BE A SENIOR IN HIGH SCHOOL OR PRESENTLY ENROLLED IN A 2 OR 4-YEAR COLLEGE, UNIVERSITY, OR TRADE/TECHNICAL SCHOOL 3) RESIDE IN GIFT OF LIFE REGION (EASTERN HALF OF PENNSYLVANIA, SOUTHERN NEW JERSEY OR DELAWARE) 4) BE UNDER 25 YEARS OLD 5) USE SCHOLARSHIP AWARD FOR CONTINUING EDUCATION AT ACCREDITED COLLEGE, UNIVERSITY, OR TRADE/TECHNICAL SCHOOL CERTIFICATE PROGRAM 6) WRITE A SHORT ESSAY (200 WORDS OR LESS) DESCRIBING AN EDUCATIONAL INITIATIVE TO PROMOTE ORGAN AND TISSUE DONATION AND TRANSPLANTATION AWARENESS IN HIGH SCHOOL STUDENTS 7) PROVIDE A PERSONAL STATEMENT (500 WORDS OR LESS) SUMMARIZING THEIR TRANSPLANT STORY AND EXTRACURRICULAR AND/OR VOLUNTEER ACTIVITIES 8) PROVIDE TWO LETTERS OF REFERENCE FROM A NON-RELATIVE (E.G., FROM TRANSPLANT CENTER) 9) PROVIDE CURRENT TRANSCRIPT AND/OR ACCEPTANCE LETTER FROM COLLEGE, UNIVERSITY, OR TRADE/TECHNICAL SCHOOL. 0 1 0 0 0 0 0 0 0 RICHARD D HASZ PRESIDENT & CEO 0 526404 0 187500 0 80201 0 128548 0 24073 0 946726 0 32170 JAN L WEINSTOCK ESQ CHIEF ADMIN OFFICER & G.C. 0 494863 0 120528 0 25030 0 57900 0 13256 0 711577 0 0 HOWARD M NATHAN EXECUTIVE DIRECTOR 267340 0 48363 0 11471 0 35444 0 25047 0 387665 0 0 0 THERESA DALY DIRECTOR OF INSTITUTE 180717 0 14000 0 1782 0 24476 0 32364 0 253339 0 0 0 MICHAEL MORITZ MD MEDICAL DIRECTOR 0 183000 0 0 0 0 0 0 0 0 0 183000 0 0 ROBERT J NORDEN INSTRUCTIONAL CURRICULUM D 114762 0 2000 0 792 0 13402 0 28015 0 158971 0 0 0 PART I, LINE 3 EXECUTIVE COMPENSATION IS PAID BY A RELATED ORGANIZATION. EXECUTIVE COMPENSATION IS DETERMINED ANNUALLY BY A COMMITTEE OF THAT BOARD COMPRISED OF INDEPENDENT BOARD MEMBERS WITH THE INPUT OF AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT INCLUDING A COMPETITIVE MARKET BASED ANALYSIS. THE PROCESS FOR DETERMINING COMPENSATION OF THESE POSITIONS IS DOCUMENTED IN THE MINUTES. PART I, LINE 4B RICHARD D. HASZ (PRESIDENT & CEO) RECEIVED DISTRIBUTION FROM 457F OF $32,170 FORM 990, PART III, LINE 1: TRANSPLANT FOUNDATION ("FOUNDATION") IS DEDICATED TO ADVANCING ORGAN AND TISSUE DONATION AND TRANSPLANTATION, AS WELL AS SUPPORTING DONOR FAMILIES AND RECIPIENTS. THIS COMMITMENT EXTENDS TO THE MORE THAN 100,000 INDIVIDUALS NATIONWIDE AWAITING LIFE-SAVING ORGAN TRANSPLANTS, INCLUDING OVER 5,000 IN GIFT OF LIFE'S REGION, ALONG WITH COUNTLESS OTHERS WHO COULD BENEFIT FROM TISSUE TRANSPLANTS. THROUGH ITS GIFT OF LIFE INSTITUTE, TRANSPLANT FOUNDATION PROMOTES RESEARCH, EDUCATIONAL PROGRAMS, AND TRAINING SEMINARS AIMED AT ENHANCING ORGAN AND TISSUE DONATION AND TRANSPLANTATION EFFORTS. IN 2023, GIFT OF LIFE INSTITUTE PROVIDED DIRECT TRAINING AND RAISED AWARENESS ABOUT DONATION AND TRANSPLANTATION FOR MORE THAN 1,900 PROFESSIONALS IN THE FIELD. TRANSPLANT PREGNANCY REGISTRY INTERNATIONAL IS AN INTEGRAL PART OF TRANSPLANT FOUNDATION WHICH MONITORS AND ANALYZES THE OUTCOMES OF THOUSANDS OF PREGNANCIES AMONG SOLID ORGAN TRANSPLANT RECIPIENTS, OFFERING CRUCIAL GUIDANCE TO RECIPIENTS IN MAKING INFORMED FAMILY PLANNING DECISIONS. ADDITIONALLY, TRANSPLANT FOUNDATION ENGAGES IN FUNDRAISING, EDUCATIONAL INITIATIVES, AND SCHOLARSHIP PROGRAMS TO SUPPORT THE MISSIONS OF THE GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS ("GIFT OF LIFE") AND TRANSPLANT HOUSE ("GIFT OF LIFE HOWIE'S HOUSE"). THROUGHOUT 2023, TRANSPLANT FOUNDATION ACTIVELY SUPPORTED A WIDE RANGE OF COMMUNITY PROGRAMS, GRANTS, AND SCHOLARSHIPS TO BENEFIT THE MORE THAN 5,000 INDIVIDUALS AWAITING ORGAN TRANSPLANTS IN EASTERN PENNSYLVANIA, SOUTHERN NEW JERSEY, AND DELAWARE. FORM 990, PART III, LINE 4A (CONTINUED): GIFT OF LIFE INSTITUTE: TRANSPLANT FOUNDATION FULFILLS ITS MISSION TO PROVIDE PROFESSIONAL EDUCATION AND TRAINING THROUGH ITS EDUCATION AND RESEARCH DIVISION, GIFT OF LIFE INSTITUTE. GIFT OF LIFE INSTITUTE SPECIALIZES IN DESIGNING, DEVELOPING, AND DELIVERING EFFECTIVE AND STRATEGIC INSTRUCTION RELATED TO ADVANCING OUTCOMES IN THE FIELD OF ORGAN AND TISSUE DONATION. ITS FOCUS IS TO ASSIST DONATION ORGANIZATIONS IN IMPROVING SYSTEM-WIDE PROCESSES THAT DETERMINE AND ASSURE EFFECTIVE IMPLEMENTATION OF POLICIES FOR THE FIELD AND IMPROVE EDUCATIONAL STRATEGIES THAT SHAPE THE FUTURE OF CLINICAL AND COMMUNICATION PRACTICES. GIFT OF LIFE INSTITUTE EMBRACES A STRONG PRO-DONATION PHILOSOPHY BASED ON OVER FIFTY YEARS OF PRACTICAL EXPERIENCE DEMONSTRATED BY THE NATION'S LONGTIME LEADER IN THE FIELD OF ORGAN AND TISSUE DONATION, GIFT OF LIFE DONOR PROGRAM. THIS PHILOSOPHY EXTENDS TO INNOVATIVE IMPROVEMENT STRATEGIES AND ASSOCIATED TRAININGS. GIFT OF LIFE INSTITUTE TRAININGS ARE FOCUSED ON ESTABLISHING TEAM STANDARDS OF PRACTICE THAT EQUIP DONATION PROFESSIONALS WITH THE STRATEGIES AND SKILLS TO CRITICALLY THINK TO OVERCOME CHALLENGES AND ACHIEVE ORGANIZATIONAL AUTHORIZATION AND DONATION GOALS. ITS TRAININGS ARE INNOVATIVE AND DELIVERED IN-PERSON AND REMOTELY VIA ELEARNING, SIMULATIONS, MOBILE DEVICE APPLICATIONS, AND COACHING PROGRAMS. GIFT OF LIFE INSTITUTE FACULTY ARE PRACTICING CLINICAL EXPERTS AND BUSINESS LEADERS, EACH WITH DECADES OF LEADERSHIP AND OPO FIELD EXPERIENCE. EDUCATIONAL STRATEGIES ARE CREATED, KNOWING THAT THE PRACTICAL SKILLS NECESSARY TO MITIGATE AND OVERCOME BARRIERS AND PRESSURE POINTS ARE CRITICAL TO SUCCESS. TRANSPLANT FOUNDATION IS ALSO HOME TO TRANSPLANT PREGNANCY REGISTRY INTERNATIONAL, AN ONGOING RESEARCH STUDY FOCUSED ON THE EFFECTS OF PREGNANCY ON TRANSPLANT RECIPIENTS AND THE EFFECTS OF IMMUNOSUPPRESSIVE MEDICATIONS ON FERTILITY AND PREGNANCY OUTCOMES. A UNIQUE FEATURE OF THIS STUDY IS THE LONG-TERM FOLLOW-UP OF THE PARTICIPANTS. THE TPRI PROVIDES INFORMATION TO TRANSPLANT RECIPIENTS CONTEMPLATING POST-TRANSPLANT PARENTHOOD AND TO THE HEALTHCARE PROVIDERS WHO CARE FOR THEM. TO FURTHER TRANSPLANT FOUNDATION'S MISSION THROUGH ITS GIFT OF LIFE INSTITUTE, 45 WORKSHOPS AND CONSULTING OPPORTUNITIES WERE CONDUCTED IN 2023, FOCUSING ON FAMILY COMMUNICATION, AUTHORIZATION FOR ORGAN AND TISSUE DONATION, ADMINISTRATOR-ON-CALL TRAINING, AND HOSPITAL SERVICES STAFF DEVELOPMENT, WITH OVER 470 PARTICIPANTS. ADDITIONALLY, GIFT OF LIFE INSTITUTE PROVIDED TRAINING TO 388 DONATION PROFESSIONALS THROUGH ITS WEBENCOUNTER PLATFORM (173), ELEARNING COURSES (153), AND VIRTUAL CLASSROOM INITIATIVES (62). GIFT OF LIFE INSTITUTE HAS ALSO COLLABORATED WITH NEARLY 40 COUNTRIES TO SUPPORT THE DEVELOPMENT OF RESPONSIBLE AND ETHICAL DONATION AND TRANSPLANTATION PRACTICES ON A GLOBAL SCALE. IN 2023, GIFT OF LIFE INSTITUTE PROUDLY GRADUATED THE SIXTH CLASS OF ITS INNOVATIVE PROGRAM, "THE ART AND SCIENCE OF LEADERSHIP: DRIVING RESULTS FOR DONATION AND TRANSPLANTATION PROFESSIONALS." THIS FULLY SUBSCRIBED, SIX-MONTH CERTIFICATE PROGRAM, DEVELOPED IN PARTNERSHIP WITH THE WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA AND THE FOX SCHOOL OF BUSINESS AT TEMPLE UNIVERSITY, IS TAILORED FOR BOTH EMERGING AND EXPERIENCED LEADERS SEEKING TO ENHANCE THEIR MANAGEMENT SKILLS AND STRATEGIC INSIGHT. ELEVEN CURRENT AND FORMER LEADERS FROM EIGHT ORGAN PROCUREMENT ORGANIZATIONS (OPOS) SERVED AS COACHES, GUIDING 21 PROFESSIONALS FROM 12 OPOS THROUGH THIS INTENSIVE, MULTI-FACETED PROGRAM. ALSO, IN 2023, THE "DETERMINATION OF BRAIN DEATH AND FAMILY COMMUNICATION PHYSICIAN TRAINING" PROGRAM WAS LAUNCHED, ATTRACTING 1,062 LEARNERS TO ITS DISTINCTIVE ELEARNING AND VIRTUAL REALITY TRAINING PLATFORM. IN 2012, GIFT OF LIFE INSTITUTE EXPANDED ITS RESEARCH INITIATIVES AND SUPPORT FOR TRANSPLANT RECIPIENTS BY WELCOMING THE TRANSPLANTATION PREGNANCY REGISTRY INTERNATIONAL (TPRI), FORMERLY KNOWN AS THE NATIONAL TRANSPLANT PREGNANCY REGISTRY, INTO ITS FOLD. SINCE 1991, TPRI HAS TRACKED AND STUDIED THE OUTCOMES OF THOUSANDS OF PREGNANCIES IN SOLID ORGAN TRANSPLANT RECIPIENTS, PROVIDING INVALUABLE INFORMATION THAT AIDS THESE INDIVIDUALS IN MAKING INFORMED FAMILY PLANNING DECISIONS. THE TPRI TEAM COMPRISES NURSES WITH EXTENSIVE EXPERIENCE IN TRANSPLANT PATIENT CARE AND SKILLED INTERVIEWERS. IN 2023, THE TEAM SUBMITTED AND HAD 10 ABSTRACTS ACCEPTED FOR PRESENTATION AT ACADEMIC MEETINGS, PUBLISHED 3 PEER-REVIEWED ARTICLES, AND DELIVERED 7 INVITED PRESENTATIONS AT ACADEMIC MEETINGS, TRANSPLANT CENTERS, AND RECIPIENT SUPPORT GROUPS. GIFT OF LIFE DONOR DASH: TRANSPLANT FOUNDATION PROUDLY SUPPORTED AND COORDINATED THE 26TH ANNUAL GIFT OF LIFE DONOR DASH ON APRIL 16, 2023. THE EVENT FEATURED A 10K RUN, 5K RUN, 3K WALK, AND KIDS FUN RUN, ALL HELD AT THE BASE OF THE PHILADELPHIA ART MUSEUM AND ALONG KELLY DRIVE. OVER 10,000 PARTICIPANTS, INCLUDING TRANSPLANT RECIPIENTS, DONOR FAMILIES, LIVING DONORS, AND ADVOCATES, TOOK PART BOTH IN-PERSON AND VIRTUALLY, RAISING AWARENESS FOR ORGAN AND TISSUE DONATION ACROSS 34 STATES, INCLUDING WASHINGTON D.C., AND EVEN IRELAND. PROMOTIONAL MATERIALS WERE WIDELY DISTRIBUTED THROUGHOUT THE REGION, AND THE EVENT WAS PUBLICIZED THROUGH REGIONAL MEDIA AND RUNNING-RELATED WEBSITES. PARTICIPANTS ALSO ENGAGED IN THE "DONATE LIFE MONTH CHALLENGE," COMPLETING TASKS TO PROMOTE GIFT OF LIFE AND ITS LIFE-SAVING MISSION. THROUGH THE EFFORTS OF PARTICIPANTS AND SPONSORS, TRANSPLANT FOUNDATION RAISED OVER $548,000, SUPPORTING PROGRAMS AND ACTIVITIES FOR DONOR AND RECIPIENT FAMILIES, INCLUDING TEAM PHILADELPHIA'S PARTICIPATION IN THE TRANSPLANT GAMES OF AMERICA AND GIFT OF LIFE HOWIE'S HOUSE. GIFT OF LIFE HOWIE'S HOUSE: TRANSPLANT FOUNDATION HAS PLAYED A KEY ROLE IN THE DEVELOPMENT, DESIGN, AND ONGOING OPERATIONS OF GIFT OF LIFE HOWIE'S HOUSE, A FACILITY SIMILAR TO A RONALD MCDONALD HOUSE, WHERE FAMILIES OF TRANSPLANT PATIENTS CAN STAY CLOSE TO THEIR LOVED ONES DURING SURGERY AND FOLLOW-UP VISITS. LIVING DONORS ARE ALSO ACCOMMODATED AT GIFT OF LIFE HOWIE'S HOUSE. IN 2023, GIFT OF LIFE HOWIE'S HOUSE PROVIDED 8,855 NIGHTS OF LODGING AND SUPPORTED 2,542 VOLUNTEER HOURS FOR HOSPITALITY GUEST SERVICES. ADDITIONALLY, THE SHUTTLE SERVICE TRANSPORTED 3,268 GUESTS TO AND FROM AREA HOSPITALS, COVERING 12,844 MILES IN 1,307 TRIPS. THROUGH THE HOME COOK HEROES PROGRAM, 31,776 MEALS WERE SERVED TO FAMILIES. MOREOVER, OVER 296 HOURS OF DIRECT COUNSELING WERE PROVIDED TO TRANSPLANT CAREGIVERS AND PATIENTS THROUGH SUPPORT AND EDUCATIONAL GROUPS, WITH THOUSANDS MORE REACHED THROUGH THE CAREGIVER LIFELINE PROGRAM. PENNSYLVANIA ORGAN DONORS SAVE LIVES LICENSE PLATES: TO RAISE AWARENESS ABOUT THE CRITICAL NEED FOR LIFE-SAVING ORGAN DONATIONS AND LIFE-ENHANCING TISSUE DONATIONS, TRANSPLANT FOUNDATION CONTINUED ITS PROUD SPONSORSHIP AND PROMOTION OF THE PENNSYLVANIA ORGAN DONORS SAVE LIVES" LICENSE PLATE. IN COLLABORATION WITH GIFT OF LIFE AND THE CENTER FOR ORGAN RECOVERY AND EDUCATION, THE ORGAN PROCUREMENT ORGANIZATION SERVING WESTERN PENNSYLVANIA, TRANSPLANT FOUNDATION WORKED WITH THE PENNSYLVANIA DIVISION OF MOTOR VEHICLES IN 2023 TO PROCESS 82 APPLICATIONS FOR THESE PLATES. DELAWARE ORGAN DONORS SAVE LIVES LICENSE PLATE: TRANSPLANT FOUNDATION COLLABORATED WITH THE DELAWARE ORGAN AND TISSUE DONOR AWARENESS BOARD TO PROMOTE DONATION THROUGH THE SPONSORSHIP OF THE DELAWARE ORGAN DONORS SAVE LIVES" LICENSE PLATE. IN 2023, SEVEN ORGAN DONORS SAVE LIVES" LICENSE PLATE APPLICATIONS WERE PROCESSED. CAMP JEREMY: IN 2023, TRANSPLANT FOUNDATION CONTINUED ITS COMMITMENT TO YOUNG TRANSPLANT RECIPIENTS AND THEIR SIBLINGS BY OFFERING A SPECIALIZED WEEK-LONG ON-SITE DAY CAMP IN AUGUST. ADDITIONALLY, A VIRTUAL SESSION WAS HELD IN FEBRUARY, WHICH ALSO WELCOMED CHILDREN ON THE TRANSPLANT WAITLIST. BOTH PROGRAMS WERE CONDUCTED IN PARTNERSHIP WITH THE GIRL SCOUTS OF EASTERN PENNSYLVANIA. "CAMP JEREMY," NAMED IN LOVING MEMORY OF A TRANSPLANT RECIPIENT, PROVIDED A MEANINGFUL EXPERIENCE FOR NINE TRANSPLANT RECIPIENTS AND NINE OF THEIR SIBLINGS DURING THE SUMMER CAMP, AND FOR ELEVEN TRANSPLANT RECIPIENTS AND EIGHT OF THEIR SIBLINGS DURING THE WINTER VIRTUAL SESSION. THE CAMP OFFERED A VALUABLE OPPORTUNITY FOR PARTICIPANTS TO BOND, HAVE FUN, AND ENGAGE IN VARIOUS ART, SCIENCE, AND PHYSICAL ACTIVITIES. FORM 990, PART III, LINE 4A (CONTINUED): JESSICA BETH SCHWARTZ SCHOLARSHIP FUND: IN 2023, TRANSPLANT FOUNDATION AWARDED SCHOLARSHIPS TO FOUR RECIPIENT STUDENTS, $2,500 EACH, TO SUPPORT THEIR ENROLLMENT IN COLLEGE OR TRADE/TECHNICAL SCHOOL. DONORS ARE HEROES - GRANT PROGRAMS: ALTHOUGH DONORS ARE HEROES DID NOT HOST AN EVENT IN 2023, THEY CONTINUED TO SUPPORT THEIR GRANT PROGRAMS WITH FUNDS RAISED IN PREVIOUS YEARS. THESE FUNDS WERE USED TO SUSTAIN THE "IT'S ABOUT LIFE" (IAL) GRANT PROGRAMS IN HOUSES OF WORSHIP AND THE "SPIRIT FOR LIFE" (SFL) GRANTS FOR PHILADELPHIA HIGH SCHOOLS. IN 2023, TWENTY IAL GRANTS WERE AWARDED, SUPPORTING A VARIETY OF PROGRAMS INCLUDING WORKSHOPS AND SPEAKING EVENTS AT HOUSES OF FAITH, EDUCATIONAL PRESENTATIONS AT A BOYS AND GIRLS CLUB, AND A GOSPEL PROGRAM IN OBSERVANCE OF DONOR SABBATH, A TIME DEDICATED TO DISCUSSING ORGAN DONATION WITHIN RELIGIOUS COMMUNITIES. ADDITIONALLY, THREE PHILADELPHIA HIGH SCHOOLS RECEIVED SFL GRANTS, ENABLING THEM TO CONDUCT MORE INTENSIVE EDUCATIONAL CAMPAIGNS AND HOST RELATED PROGRAMS AND EVENTS WITHIN THEIR SCHOOL COMMUNITIES. TRANSPLANT FOUNDATION'S INNOVATIVE RESEARCH IN SUPPORT OF DONATION AND TRANSPLANTATION GRANT PROGRAM: ESTABLISHED IN 2015, THIS GRANT PROGRAM WAS CREATED TO ADVANCE ORGAN AND TISSUE DONATION AND TRANSPLANTATION, WITH A SPECIAL FOCUS ON GIFT OF LIFE'S DONATION SERVICE AREA. THE PROGRAM AIMS TO FOSTER INNOVATION, ENHANCE QUALITY, AND ENSURE SAFETY IN THE FIELD OF DONATION AND TRANSPLANTATION BY SUPPORTING SCIENTIFIC RESEARCH, COMMUNITY PROGRAMS, AND NOVEL APPROACHES TO EXISTING PROCESSES AND PROTOCOLS. FORM 990, PART V, LINE 2B: TRANSPLANT FOUNDATION IS AN AFFILIATE IN A GROUP, INCLUDING GIFT OF LIFE DONOR PROGRAM ("GLDP" EIN: 23-7388767) AND TRANSPLANT HOUSE (EIN: 26-0585694), OF WHICH GLDP IS CONSIDERED A COMMON PAY AGENT FOR W-2 REPORTING. GLDP REPORTS ALL EMPLOYEES ON ITS FORM W-3; HOWEVER, EACH AFFILIATE HAS EMPLOYEES ALLOCATED TO THAT ENTITY. PER IRS INSTRUCTIONS, EMPLOYEES LISTED ON PART V, LINE 2A ARE THOSE WHO HAVE BEEN DEEMED TO BE EMPLOYEES OF THIS ORGANIZATION. THE SALARY EXPENSE AND BENEFITS REPORTED IN PART IX OF FORM 990 ARE AN ALLOCATION FROM GLDP. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF FOUNDATION IS GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS (D/B/A GIFT OF LIFE), AN AFFILIATED ENTITY. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF GIFT OF LIFE, AN AFFILIATED ENTITY, APPOINTS THE TRANSPLANT FOUNDATION BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B FOUNDATION'S SOLE MEMBER, GIFT OF LIFE (AN AFFILIATED ENTITY), HAS THE AUTHORITY TO APPROVE THE FOLLOWING: 1) BORROW MONEY UNDER TERMS WHICH PROVIDE FOR A REPAYMENT PERIOD OF AT LEAST TWELVE MONTHS; 2) UNDERTAKE ANY CAPITAL EXPENDITURES IN EXCESS OF $30,000 AND ANY CAPITAL EXPENDITURES INVOLVING RELATED PROJECTS WHICH, IN THE AGGREGATE, EXCEED $100,000; 3) AUTHORIZE ANY FUNDAMENTAL CHANGES TO FOUNDATION, INCLUDING THE ADOPTION OF A PLAN OF DISSOLUTION OF FOUNDATION; THE ADOPTION OF A PLAN OF MERGER, CONSOLIDATION, DIVISION, CONVERSION OR AFFILIATION WITH ANOTHER ENTITY; AND ANY CHANGE TO THE CURRENT FOUNDATION CORPORATE ORGANIZATIONAL STRUCTURE; 4) AUTHORIZE AND DESIGNATE OFFICERS OF FOUNDATION TO EXECUTE A DEED OF ASSIGNMENT FOR THE BENEFIT OF CREDITORS; FILE A VOLUNTARY PETITION IN BANKRUPTCY; FILE AN ANSWER CONSENTING TO THE APPOINTMENT OF A RECEIVER; OR FILE AN ANSWER TO AN INVOLUNTARY PETITION IN BANKRUPTCY; AND 5) ORGANIZE OR ACQUIRE ANY SUBSIDIARY OR AFFILIATE. ALSO, ANY AMENDMENT OR REPEAL OF FOUNDATION'S BYLAWS SHALL BE SUBJECT TO THE APPROVAL OF GIFT OF LIFE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS DISTRIBUTED AND REVIEWED WITH BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY; DISCLOSE ANY POSSIBLE PERSONAL, FAMILIAL, OR BUSINESS RELATIONSHIP THAT WOULD GIVE RISE TO A CONFLICT OR APPEARANCE OF A CONFLICT; AND ACKNOWLEDGE BY SIGNING THE POLICY THAT HE/SHE IS ACTING IN ACCORDANCE WITH THE LETTER AND SPIRIT OF THE POLICY. THESE SIGNED STATEMENTS AND DISCLOSURES ARE REVIEWED BY THE ORGANIZATION'S CHIEF ADMINISTRATIVE OFFICER AND GENERAL COUNSEL. BOARD MEMBERS MUST REFRAIN FROM VOTING ON ANY TRANSACTION OR OTHER MATTER IN WHICH THE MEMBER HAS A CONFLICT OF INTEREST. MEMBERS MUST ALSO REPORT PROMPTLY TO THE BOARD CHAIRPERSON AND PRESIDENT/CEO ANY FUTURE SITUATION IN WHICH A POSSIBLE CONFLICT OF INTEREST MIGHT ARISE. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION IS PAID BY A RELATED ORGANIZATION. EXECUTIVE COMPENSATION IS DETERMINED ANNUALLY BY A COMMITTEE OF THAT BOARD COMPRISED OF INDEPENDENT BOARD MEMBERS WITH THE INPUT OF AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT INCLUDING A COMPETITIVE MARKET-BASED ANALYSIS. THE PROCESS FOR DETERMINING COMPENSATION OF THESE POSITIONS IS DOCUMENTED IN THE MINUTES. ADDITIONALLY, EVERY TWO YEARS A MARKET BASED WAGE DATA AND POSITION COMPARISON RANKING OF ALL ORGANIZATIONAL POSITIONS IS PERFORMED BY AN INDEPENDENT COMPENSATION CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 532,629. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 532,629. GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS 401 NORTH 3RD STREET PHILADELPHIA PA 19123 237388767 ORGAN AND TISSUE PROCUREMENT AND TRANSPLANTATION ORG PA 501(C)(3) LINE 10 N/A 0 TRANSPLANT HOUSE 401 NORTH 3RD STREET PHILADELPHIA PA 19123 260585694 PROVIDE TEMPORARY LODGING AND SUPPORT FOR PATIENTS' FAMILY MEMBERS PA 501(C)(3) LINE 7 TRANSPLANT FOUNDATION 1 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 TRANSPLANT HOUSE B 652683 COST