2023-11-13T15:05:00-06:00 2022-12-31 750786316 WEAVER AND TIDWELL LLP 499 W SHERIDAN AVE SUITE 2450 OKLAHOMA CITY OK 73102 990 2022-01-01 731281589 LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA INC LIFE 4058405551 4705 NW EXPRESSWAY OKLAHOMA CITY OK 73132 JEFF ORLOWSKI CEO & PRESIDENT 4058405551 2023-11-13 1 JEFF ORLOWSKI 999009999 1 KIRBY ROSS P00298143 4055949200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFF ORLOWSKI 4705 NW EXPRESSWAY OKLAHOMA CITY OK 73132 45666754 0 X WWW.LIFESHAREOKLAHOMA.ORG X 1984 OK PROVIDES ORGAN AND TISSUE PROCUREMENT SERVICES WITHIN THE STATE OF OKLAHOMA. 13 13 210 13 0 0 0 0 42741709 43825452 580885 575305 0 205648 43322594 44606405 0 0 0 0 17261194 20311240 0 0 0 24348329 21412290 41609523 41723530 1713071 2882875 34573910 35984282 6969489 6842673 27604421 29141609 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 25958628 44031100 ORGAN AND TISSUE PROCUREMENT AND PLACEMENT FOR TRANSPLANT AND RESEARCH. MEDICARE COST REIMBURSEMENT FOR RENAL ORGANS; REIMBURSEMENT FOR EXTRA-RENAL ORGAN PROCUREMENT, TISSUE PROCUREMENT SERVICES, AND OTHER PROGRAM SERVICE INCLUDING RESEARCH ORGANS. 25958628 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 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 71 0 1 210 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 JEFFREY ORLOWSKI PRESIDENT AND CEO 40.00 X 547961 0 42355 HARVEY SOLOMON ORGAN RECOVERY SURGEON 40.00 X 378035 0 42355 SHI-FENG LI ORGAN RECOVERY SURGEON 40.00 X 289504 0 41155 MARTIN BENOIT CHIEF FINANCIAL OFFICER 40.00 X 269321 0 36043 KATHRYN SMITH CHIEF ADMINISTRATIVE OFFICER 40.00 X 266183 0 37234 CLINT HOSTETLER CHIEF OPERATING OFFICER 40.00 X 259617 0 41555 JASON MORTON VP OF QUALITY SYSTEMS 40.00 X 250246 0 40949 MICHELLE GIBSON VP OF HUMAN RESOURCES 40.00 X 241023 0 39405 ALYSSA HARRISON VP OF TISSUE OPERATIONS 40.00 X 213812 0 20140 ALAN HAWXBY ORGAN RECOVERY SURGEON 40.00 X 199662 0 7540 JEFF MATHEWS DIRECTOR OF BUSINESS INTELLIGENCE 40.00 X 166116 0 23167 TINA MATHES DIRECTOR OF ORGANIZATIONAL DEVELOPMENT 40.00 X 132872 0 12295 TOM ANDERSON BOARD DIRECTOR SECRETARY/TREASURER 1.00 X X 0 0 0 ED HEINEN CHAIR OF HR COMMITTEE 1.00 X X 0 0 0 STEVE MILLER MD CHAIR OF FINANCE COMMITTEE 1.00 X X 0 0 0 JAMES SHARROCK BOARD CHAIR 1.00 1.00 X X 0 0 0 SUZANNE WHEELER BOARD DIRECTOR 1.00 1.00 X X 0 0 0 BENJAMIN COWLEY JR MD BOARD DIRECTOR 1.00 X 0 0 0 BRICE COLLIER BOARD DIRECTOR 1.00 X 0 0 0 GINA FLESHER BOARD VICE CHAIR 1.00 X 0 0 0 MARY JOHNSON BOARD DIRECTOR 1.00 X 0 0 0 IRFAN KUNDI MD BOARD DIRECTOR 1.00 X 0 0 0 ANTHONY SEBASTIAN MD BOARD DIRECTOR 1.00 X 0 0 0 PAMELA SPANBAUER CHAIR OF HR COMMITTEE 1.00 X 0 0 0 HARLAN WRIGHT MD BOARD DIRECTOR 1.00 X 0 0 0 3214352 0 384193 12 0 1 0 RSM US LLP 4622 PENNSYLVANIA AVE STE 1100 KANSAS CITY MO 64112 DATA/REPORTING 222988 SOUTHERN HERITAGE MORTUARY 900 N WHEELING AVE TULSA OK 74110 TRANSPORTATION 183801 ROGERS WORLDWIDE TRANSPORTATION 2320 N INDIANA AVE OKLAHOMA CITY OK 73106 TRANSPORTATION 157720 RED MAPLE CONSULTING LLC 6929 CONSERVATION DR SPRINGFIELD VA 22153 LEGISLATIVE CONSULTING 120000 MONARCH MARKETING GROUP LLC 4801 GAILARDIA PKWY STE 200 OKLAHOMA CITY OK 73142 ADVERTISING 104464 5 MEDICARE/MEDICAID PAYMENTS 621991 21260885 21260885 EXTRA-RENAL PROCUREMENT 621991 12825983 12825983 TISSUE PROCUREMENT 621991 9466244 9466244 RESEARCH ORGANS 621991 175055 175055 OTHER 621991 97285 97285 43825452 241745 241745 876111 517798 871489 188860 4622 328938 333560 333560 PROJECT/INNOVATION INCOME 541714 205648 205648 205648 44606405 44031100 0 575305 X 2305845 599519 1706326 13961651 7471675 6489976 1140280 534296 605984 1810524 980041 830483 1092940 558967 533973 39278 39278 58298 58298 31500 31500 1083803 1083803 586257 586257 375686 375686 347343 347343 155258 155258 54924 54924 858408 73272 785136 565322 565322 COST OF PROCUREMENT - I 4315840 4315840 COST OF PROCUREMENT - O 2448043 2448043 COST OF PROCUREMENT - O 1796539 1796539 COST OF PROCUREMENT - O 1661245 1661245 7034546 5519191 1515355 41723530 25958628 15764902 0 3169700 2853245 7330023 3921152 7091280 11953345 307642 666051 300221 312320 13902852 3544880 9524207 10357972 6843262 5745777 170412 7575 4008 34573910 35984282 5839565 5785941 1129924 1056732 6969489 6842673 X 27604421 29141609 27604421 29141609 34573910 35984282 X 2882875 -1341076 -4611 X X 0 1 X 1 0 X 1500 1500 31648685 31388571 37382409 42741709 44031100 187192474 31650185 31388571 37382409 42741709 44031100 187193974 0 0 0 187193974 146621 288776 301874 262638 241745 1241654 146621 288776 301874 262638 241745 1241654 31796806 31677347 37684283 43004347 44272845 188435628 0.99340 0.99370 0.00660 0.00630 X 0 0 0 0 0 0 1 627 0 1 30873 31500 0 PART II-B, LINE 1: LIFESHARE ENGAGED A PUBLIC AFFAIRS CONSULTANT TO LEARN OF LEGISLATIVE CHANGES IMPACTING THE GIFT OF ORGAN DONATION AND TRANSPLANTATION, AND TO EDUCATE LEGISLATORS ON THE SHORTAGE OF ORGANS AND TISSUES AVAILABLE FOR TRANSPLANTATION. 859550 859550 2238671 333702 1904969 7542926 1312133 6230793 3261705 1899045 1362660 10357972 AMERICAN BEACON SMALL CAP VALUE INST 63577 F DELAWARE EMERGING MARKETS R-6 114597 F DODGE AND COX 196603 F DODGE AND COX INTERNATIONAL STOCK 136022 F FIDELITY CONTRAFUND 311520 F FRANKLIN SMALL CAP GROWTH R6 43570 F JOHN HANCOCK DISCPL VALUE MID-CAP 114417 F METROPOLITAN WEST TOTAL RETURN BOND 380663 F PIMCO HIGH YIELD I 52056 F PIMCO INVESTMENT GRD CREDIT BOND I 202113 F PIMCO TOTAL RETURN FUND-INST 377260 F VANGUARD 500 INDEX ADMIRAL 1460772 F VANGUARD DEVELOPED MARKETS STOCK IDX ADM 135095 F VANGUARD INTERNATIONAL GROWTH ADM 157670 F VANGUARD MID CAP INDEX ADMIRAL 301191 F VANGUARD S&P 500 ETF 318665 F VANGUARD SHORT TERM INV GRADE ADM 432559 F VANGUARD WINDSOR II ADMIRAL 184612 F WILLIAM BLAIR SMALL MID CAP GROWTH R6 105922 F PIMCO SHORT-TERM I 426616 F TEMPLETON GLOBAL BOND R6 30482 F VANGUARD TOTAL INTL BOND IDX ADMIRAL 28312 F VANGUARD TAX-MANAGED SMALL-CAP ADM 171483 C 5745777 42936391 -1341076 -1341076 44277467 328938 328938 44606405 41394592 -328938 -328938 41723530 0 41723530 PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON DISPOSAL OF ASSETS 328,938. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN ON DISPOSAL OF ASSETS -328,938. X X X 0 0 0 0 0 0 0 0 0 JEFFREY ORLOWSKI PRESIDENT AND CEO 434695 0 101405 0 11861 0 30500 0 11855 0 590316 0 0 0 HARVEY SOLOMON ORGAN RECOVERY SURGEON 346437 0 31598 0 0 0 30500 0 11855 0 420390 0 0 0 SHI-FENG LI ORGAN RECOVERY SURGEON 275357 0 14147 0 0 0 30500 0 10655 0 330659 0 0 0 MARTIN BENOIT CHIEF FINANCIAL OFFICER 253879 0 15442 0 0 0 25388 0 10655 0 305364 0 0 0 KATHRYN SMITH CHIEF ADMINISTRATIVE OFFICER 242025 0 24158 0 0 0 25246 0 11988 0 303417 0 0 0 CLINT HOSTETLER CHIEF OPERATING OFFICER 245659 0 13958 0 0 0 24610 0 16945 0 301172 0 0 0 JASON MORTON VP OF QUALITY SYSTEMS 219390 0 30856 0 0 0 22804 0 18145 0 291195 0 0 0 MICHELLE GIBSON VP OF HUMAN RESOURCES 224597 0 16426 0 0 0 22460 0 16945 0 280428 0 0 0 ALYSSA HARRISON VP OF TISSUE OPERATIONS 197398 0 16414 0 0 0 20140 0 0 0 233952 0 0 0 ALAN HAWXBY ORGAN RECOVERY SURGEON 199662 0 0 0 0 0 4516 0 3024 0 207202 0 0 0 JEFF MATHEWS DIRECTOR OF BUSINESS INTELLIGENCE 160157 0 5959 0 0 0 16016 0 7151 0 189283 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 - HOSPITAL LAB: PROGRAM SERVICE EXPENSES 938,879. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 938,879. COST OF PROCUREMENT - TRANSPORTATION OF ORGANS & TISSUE: PROGRAM SERVICE EXPENSES 874,001. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 874,001. COST OF PROCUREMENT - DONOR EVALUATION: PROGRAM SERVICE EXPENSES 604,907. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 604,907. OTHER MISCELLANEOUS: PROGRAM SERVICE EXPENSES 130,369. MANAGEMENT AND GENERAL EXPENSES 455,691. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 586,060. COST OF PROCUREMENT - MEDICAL SUPPLIES: PROGRAM SERVICE EXPENSES 523,315. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 523,315. STAFF TRAINING AND SEMINARS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 344,670. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 344,670. COST OF PROCUREMENT - ICU: PROGRAM SERVICE EXPENSES 307,127. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 307,127. COST OF PROCUREMENT - PHARMACY: PROGRAM SERVICE EXPENSES 304,181. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 304,181. DONOR DATA SYSTEM: PROGRAM SERVICE EXPENSES 271,631. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 271,631. COST OF PROCUREMENT - TISSUE TYPING: PROGRAM SERVICE EXPENSES 262,028. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 262,028. COST OF PROCUREMENT - RESPIRATORY THERAPY: PROGRAM SERVICE EXPENSES 253,886. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 253,886. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 235,202. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 235,202. MEDICAL DIRECTOR FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 225,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 225,000. COST OF PROCUREMENT - SURGEON FEES: PROGRAM SERVICE EXPENSES 215,513. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 215,513. COST OF PROCUREMENT - ORGAN MEDICAL BILL REVIEW: PROGRAM SERVICE EXPENSES 212,803. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 212,803. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 192,736. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 192,736. COST OF PROCUREMENT - ANESTHESIA: PROGRAM SERVICE EXPENSES 170,092. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 170,092. ORGAN & TISSUE RECOVERY COORDINATOR: PROGRAM SERVICE EXPENSES 162,454. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,454. COST OF PROCUREMENT - TRANSPORTATION OF TEAMS: PROGRAM SERVICE EXPENSES 152,953. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 152,953. MEDICAL WASTE: PROGRAM SERVICE EXPENSES 58,320. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,320. RECRUITMENT COSTS AND EMPLOYEE RELATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 48,117. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,117. COST OF PROCUREMENT - TRANSPORTATION OF DONOR: PROGRAM SERVICE EXPENSES 40,438. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,438. COST OF PROCUREMENT - OTHER EXCISION: PROGRAM SERVICE EXPENSES 36,294. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,294. RECOVERY OF BAD DEBTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,464. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,464. TAXES & LICENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,475. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,475. FORM 990, PART XI, LINE 9: GAIN ON SALE OF SECURITIES -4,622. ROUNDING ADJUSTMENTS 11. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM 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 LIFESHARE TISSUE SERVICES INC 4705 NW EXPRESSWAY OKLAHOMA CITY OK 731325213 882596670 TISSUE BANK OK 501(C)(3) LINE 10 0 LIFESHARE NETWORK INC 4705 NW EXPRESSWAY OKLAHOMA CITY OK 731325213 882584105 PARENT COMPANY OK 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 THE LIFESHARE FOUNDATION Q 6586 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.