TRANSPLANT FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TRANSPLANT FOUNDATION (EIN 31-1481798)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349304757
- Schema version
- 2019v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T11:51:46-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311481798 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSPLANT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRAN | BusinessNameControlTxt |
| Phone | 2155578090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 NORTH 3RD STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191234101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD M NATHAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2155578090 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.88.96.147 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 06:58:21 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D55C9BF7EA9CC92FF5CD8A3B56631CEAE08BA54E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HOWARD M NATHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 NORTH 3RD STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191234101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,871,648 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DONORS1.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT ORGAN AND TISSUE DONATION AND TRANSPLANTATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,196,075 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,090,815 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $561,551 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,240,160 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,088,042 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,724,455 | CYInvestmentIncomeAmt |
| PY Other Revenue | $43,311 | PYOtherRevenueAmt |
| CY Other Revenue | -$30,340 | CYOtherRevenueAmt |
| PY Total Revenue | $3,888,979 | PYTotalRevenueAmt |
| CY Total Revenue | $10,025,090 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,722,096 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $945,677 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $964,496 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,149,316 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,801 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,155,284 | PYOtherExpensesAmt |
| CY Other Expenses | $960,656 | CYOtherExpensesAmt |
| PY Total Expenses | $3,841,876 | PYTotalExpensesAmt |
| CY Total Expenses | $3,055,649 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $47,103 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,969,441 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,172,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,737,694 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,087,818 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,770,366 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,084,217 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,967,328 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE "O". | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,714,682 | ExpenseAmt |
| Grant | $945,677 | GrantAmt |
| Revenue | $1,240,160 | RevenueAmt |
| Desc | 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 THE COMMUNITY 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 PENNA, BRYN MAWR, AND DELAWARE AREA TRANSPLANT CENTERS. OVER $175,000 WAS RELEASED IN 2019 IN SUPPORT OF THOSE FAMILIES. LODGING AND SUPPORTIVE SERVICES ARE ALSO PROVIDED TO PATIENTS AND CAREGIVERS TRAVELLING FOR TRANSPLANT SERVICES TO THE PHILADELPHIA AREA THROUGH GIFT OF LIFE FAMILY 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 AND 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. FOUNDATION SUPPORTED THE PLANNING, DESIGN AND PROGRAM DEVELOPMENT, CONSTRUCTION AND NOW THE OPERATIONS OF FAMILY HOUSE. TRANSPLANT FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO SUPPORT THE MISSION OF GIFT OF LIFE DONOR PROGRAM AS DETAILED ABOVE IN PART IIIA. SPECIFICALLY, TRANSPLANT FOUNDATION FULFILLED ITS MISSION IN 2019 THROUGH ITS ONGOING SUPPORT OF GIFT OF LIFE INSTITUTE, THE ORGANIZATION OF THE TEAM PHILADELPHIA ENTRY INTO THE TRANSPLANT GAMES OF AMERICA, GIFT OF LIFE DONOR DASH, THE LIVING DONOR CEREMONY, AND ITS ON-GOING SUPPORT OF THE INNOVATIVE RESEARCH IN SUPPORT OF DONATION AND TRANSPLANTATION GRANT PROGRAM. TRANSPLANT FOUNDATION ALSO SUPPORTS COMMUNITY EDUCATIONAL PROGRAMMING THROUGH GRANTS ISSUED TO SCHOOLS AND HOUSES OF WORSHIP, AND SCHOLARSHIPS. IN ADDITION TO THE PROGRAM EXPENSES SUPPORTING THESE INITIATIVES, TRANSPLANT FOUNDATION INITIATED ITS REGIONAL TRANSPLANT FAMILY SUPPORT GRANT PROGRAM WHICH FOCUSES ON SUPPORTING THOSE WHO TRAVEL FOR THEIR TRANSPLANT RELATED CARE TO TRANSPLANT CENTERS IN IN THE HERSHEY/HARRISBURG, ALLENTOWN, READING, NORTHEASTERN PENNA, BRYN MAWR, AND DELAWARE AREA BY FUNDING CERTAIN FOOD, LODGING AND SUPPORTIVE SERVICES. ADDITIONALLY, TRANSPLANT FOUNDATION EXTENDED SUPPORT THROUGH A GRANT FOR THE ON-GOING OPERATION OF GIFT OF LIFE FAMILY HOUSE.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. TRANSPLANT FOUNDATION, THROUGH ITS INSTITUTE, SEEKS TO ADVANCE THE SCIENCE, SAFETY AND EFFICIENCY OF THE DONATION PROCESS. TRANSPLANT FOUNDATION FOCUSES ON THESE OBJECTIVES BECAUSE THE SUPPLY OF ORGANS AND TISSUES FOR TRANSPLANTATION CONTINUES TO FALL SHORT OF EXPECTATION. CURRENTLY, THERE ARE OVER 113,000 PEOPLE ARE AWAITING A LIFE-SAVING ORGAN TRANSPLANT IN THE UNITED STATES AND EVERY DAY, 20 PEOPLE DIE WAITING WHO COULD BENEFIT FROM LIFE-ENHANCING TISSUE TRANSPLANTS. ALTHOUGH THERE IS NO CONSENSUS SURROUNDING A SOLUTION TO THE UNDERLYING PROBLEM OF THE ORGAN SHORTAGE, TRAINING, SKILL DEVELOPMENT, EDUCATION, AND RETENTION OF DONATION PROFESSIONALS ARE MAJOR CONCERNS. TRANSPLANT FOUNDATION'S EDUCATIONAL PROGRAMMING FOR PROFESSIONALS IS GROUNDED ON THE PHILOSOPHY THAT INNOVATION MUST REPLACE TRADITIONAL LEARNING IN THIS FIELD AND THAT HISTORICALLY THERE HAS BEEN AN UNNECESSARY DELAY BETWEEN THE ACQUISITION OF NEW KNOWLEDGE AND ITS IMPLEMENTATION THROUGH CLINICAL PRACTICE. TRANSPLANT FOUNDATION BELIEVES A NEW APPROACH IS NECESSARY TO UNDERSCORE THE SIGNIFICANCE OF WHAT IS LEARNED, TO TRANSMIT AND DISSEMINATE WHAT IS KNOWN, AND TO BENEFIT FROM WHAT IS COLLECTIVELY ACHIEVED.IN CONTINUANCE OF THE MISSION, TRANSPLANT FOUNDATION THROUGH GIFT OF LIFE INSTITUTE CONDUCTED 33 WORKSHOPS AND/OR CONSULTING OPPORTUNITIES IN 2019, COVERING FAMILY COMMUNICATION, CONSENT FOR ORGAN AND TISSUE DONATION, AND HOSPITAL SERVICES STAFF DEVELOPMENT, WITH MORE THAN 573 PROFESSIONALS PARTICIPATING IN THOSE 2019 TRAININGS. ADDITIONALLY, THE INSTITUTE PROVIDED TRAINING TO 249 DONATION PROFESSIONALS THROUGH ITS ELEARNING AND VIRTUAL CLASSROOM INITIATIVES AND WORKED WITH 12 PROFESSIONALS FROM 3 COUNTRIES TO SUPPORT DONATION AND TRANSPLANTATION INITIATIVES DURING THIS TIME PERIOD. IN TOTAL, THE INSTITUTE HAS WORKED WITH CLOSE TO 40 COUNTRIES TO SUPPORT THE DEVELOPMENT OF RESPONSIBLE AND ETHICAL DONATION AND TRANSPLANTATION PRACTICES INTERNATIONALLY.ON OCTOBER 22, 2019, GIFT OF LIFE INSTITUTE GRADUATED THE THIRD CLASS OF THE INNOVATIVE PROGRAM "THE ART AND SCIENCE OF LEADERSHIP: DRIVING RESULTS FOR DONATION AND TRANSPLANTATION PROFESSIONALS". THE FULLY SUBSCRIBED EIGHT-MONTH CERTIFICATE PROGRAM WAS DESIGNED IN PARTNERSHIP WITH THE WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA AND THE FOX SCHOOL OF BUSINESS, TEMPLE UNIVERSITY. IT IS GEARED TOWARDS BOTH EMERGING AND EXPERIENCED LEADERS WHO ARE LOOKING TO INCREASE THEIR MANAGEMENT SKILLS AND STRATEGIC PERSPECTIVE. EIGHTEEN (CURRENT AND FORMER) LEADERS FROM 16 ORGAN PROCUREMENT ORGANIZATIONS (OPOS) SERVED AS COACHES, AND 29 PROFESSIONALS FROM 16 OPOS PARTICIPATED IN THE FIRST CLASS OF THE INTENSIVE, MULTI-FACETED PROGRAM. IN 2012 GIFT OF LIFE INSTITUTE EXPANDED ITS RESEARCH INITIATIVES AND SUPPORT OF TRANSPLANT RECIPIENTS WHEN THE TRANSPLANTATION PREGNANCY REGISTRY INTERNATIONAL (TPR) FORMERLY NATIONAL TRANSPLANT PREGNANCY REGISTRY FORMALLY JOINED THE INSTITUTE. SINCE 1991, TPR HAS TRACKED AND STUDIED THE OUTCOMES OF THOUSANDS OF PREGNANCIES IN SOLID ORGAN TRANSPLANT RECIPIENTS. TPR IS AN ONGOING STUDY, AND THE INFORMATION COLLECTED HELPS THOUSANDS OF TRANSPLANT RECIPIENTS MAKE FAMILY PLANNING DECISIONS. THE TPR TEAM IS COMPRISED OF NURSES EXPERIENCED IN TRANSPLANT PATIENT CARE AND TRAINED INTERVIEWERS, SOME OF WHOM ARE TRANSPLANT RECIPIENTS THEMSELVES. IN 2019, 11 ABSTRACTS WERE SUBMITTED AND ACCEPTED FOR PRESENTATION AT ACADEMIC MEETINGS AND 2 PEER REVIEWED PUBLICATIONS WERE PUBLISHED. ADDITIONALLY, 9 INVITED PRESENTATIONS WERE GIVEN AT ACADEMIC MEETINGS, TRANSPLANT CENTERS AND RECIPIENT SUPPORT GROUPS.24TH ANNUAL GIFT OF LIFE DONOR DASH: IN 2019, TRANSPLANT FOUNDATION ALSO SUPPORTED AND COORDINATED THE 24TH ANNUAL GIFT OF LIFE DONOR DASH. THE DONOR DASH WAS HELD ON SUNDAY, APRIL 14, 2019 INVOLVING MORE THAN 14,000 PARTICIPANTS, NEARLY 400 TEAMS, AND RAISING MORE THAN $600,000 TO SUPPORT THE MISSION OF FOUNDATION. A FUNDRAISING WEBSITE ENABLED EVENT PARTICIPANTS TO DEVELOP THEIR OWN WEB PAGE AND RAISE COMMUNITY AWARENESS AND SUPPORT FOR THE CRITICAL NEED FOR GIFTS OF ORGANS AND TISSUES. PROMOTIONAL POSTERS AND FLYERS WERE DISTRIBUTED THROUGHOUT THE REGION. PRESS RELEASES ANNOUNCING THE EVENT WERE DISTRIBUTED TO ALL REGIONAL MEDIA AND THE DASH WAS LISTED ON RUNNING-RELATED WEB SITES. THE 2019 EVENT INCLUDED THE DEDICATION OF A NEW "THREADS OF LOVE" DONOR QUILT AND A SPECIAL TRIBUTE TO OUR DONOR FAMILIES ON THE STEPS OF THE ART MUSEUM. THE DASH INCLUDES A 10K RUN, A 5K RUN, A 3K WALK AND A KIDS FUN RUN HELD AT THE BASE OF THE PHILADELPHIA ART MUSEUM AND ALONG MARTIN LUTHER KING DRIVE . THE DASH RAISES AWARENESS, AS WELL AS FUNDRAISING FOR PROGRAMS SUPPORTING ORGAN DONATION AND TRANSPLANTATION FAMILIES AND GIFT OF LIFE FAMILY HOUSE. | Desc |
| Total Program Service Expenses | $2,714,682 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY YENCHO DIRECTOR OF FINANC | PersonNm |
| Phone | 2155578090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 NORTH 3RD STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191234101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HOWARD M NATHAN | ||||||||
| PRESIDENT & CEO | 1.76 | 50.24 | Yes (X) | Yes (X) | $0 | $676,154 | $99,748 | |
| CLYDE F BARKER MD | ||||||||
| DIRECTOR | 0.30 | 1.10 | Yes (X) | $0 | $0 | $0 | ||
| MEG MCGOLDRICK | ||||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MORITZ MD | ||||||||
| MEDICAL DIRECTOR | 0.30 | 3.00 | Yes (X) | $0 | $79,708 | $0 | ||
| SEAN DUKES | ||||||||
| DIRECTOR | 0.47 | 0.36 | Yes (X) | $0 | $0 | $0 | ||
| GERARD J FULDA MD | ||||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| JAN L WEINSTOCK ESQ | ||||||||
| VP OF ADMIN & GENERAL COUNSEL | 7.09 | 45.91 | Yes (X) | $0 | $569,860 | $71,756 | ||
| RICHARD HASZ | ||||||||
| VP OF CLINICAL DIVISION | 2.00 | 50.00 | Yes (X) | $0 | $558,585 | $79,858 | ||
| PATTI MULVANIA | ||||||||
| SENIOR CLINICAL STAFF EDUCATOR | 5.30 | 42.00 | $57,202 | $134,133 | $22,031 | Yes (X) | ||
| THERESA DALY | ||||||||
| DIRECTOR OF INSTITUTE | 45.00 | $163,267 | $0 | $48,963 | Yes (X) | |||
| ROBERT J NORDEN | ||||||||
| INSTRUCTIONAL CURRICULUM DESIGNER | 45.00 | $100,224 | $0 | $41,551 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $320,693 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,018,440 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $363,907 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES UNI OF PA | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE WHARTON SCHOOL PO BOX 8500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19178 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | EDUCATIONAL/TRAINING SERVICES | ServicesDesc |
| Compensation | $143,967 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $310 | FederatedCampaignsAmt |
| Fundraising | $457,758 | FundraisingAmt |
| Related Organizations | $395,884 | RelatedOrganizationsAmt |
| All Other Contributions | $236,863 | AllOtherContributionsAmt |
| Total Contributions | $1,090,815 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRAINING/EDUCATION REV | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $1,240,160 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,240,160 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,240,160 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,305,929 | TotalRevenueColumnAmt |
| Exclusion | $1,305,929 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,953,881 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,535,355 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,418,526 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,418,526 | TotalRevenueColumnAmt |
| Exclusion | $6,418,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $273,784 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $457,758 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $311,203 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,419 | TotalRevenueColumnAmt |
| Exclusion | -$37,419 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| LICENSE PLATE REV | 900099 | $4,510 | $4,510 |
| DONOR RECOGNITION REV | 900099 | $810 | $810 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,759 | TotalRevenueColumnAmt |
| Exclusion | $1,759 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,079 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,025,090 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,240,160 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,694,115 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $934,027 | TotalAmt |
| Program Services | $934,027 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,650 | TotalAmt |
| Program Services | $11,650 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $929,332 | TotalAmt |
| Program Services | $820,586 | ProgramServicesAmt |
| Management And General | $108,746 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,881 | TotalAmt |
| Program Services | $69,163 | ProgramServicesAmt |
| Management And General | $8,718 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,257 | TotalAmt |
| Program Services | $73,995 | ProgramServicesAmt |
| Management And General | $8,262 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,846 | TotalAmt |
| Program Services | $54,662 | ProgramServicesAmt |
| Management And General | $5,184 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,600 | TotalAmt |
| Management And General | $1,600 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,082 | TotalAmt |
| Management And General | $5,082 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,403 | TotalAmt |
| Management And General | $196,403 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,345 | TotalAmt |
| Program Services | $592,345 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,493 | TotalAmt |
| Program Services | $9,493 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,724 | TotalAmt |
| Program Services | $42,976 | ProgramServicesAmt |
| Management And General | $4,748 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,653 | TotalAmt |
| Program Services | $35,344 | ProgramServicesAmt |
| Management And General | $309 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,242 | TotalAmt |
| Program Services | $2,242 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,905 | TotalAmt |
| Program Services | $5,905 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| DONOR RECOGNITION | $12,776 | $12,776 | |
| CAMP JEREMY | $8,198 | $8,127 | $71 |
| PRINTING & PRODUCTION | $5,855 | $5,855 | |
| TEAM PHILLY EXPENSES | $3,332 | $3,332 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,048 | TotalAmt |
| Program Services | $32,204 | ProgramServicesAmt |
| Management And General | $114 | ManagementAndGeneralAmt |
| Fundraising | $1,730 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,055,649 | TotalAmt |
| Program Services | $2,714,682 | ProgramServicesAmt |
| Management And General | $339,166 | ManagementAndGeneralAmt |
| Fundraising | $1,801 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,720 | BOYAmt |
| EOY | $927,125 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,920 | BOYAmt |
| EOY | $293,093 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,942 | BOYAmt |
| EOY | $28,854 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $81,935 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $70,785 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,392 | BOYAmt |
| EOY | $11,150 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,595,061 | BOYAmt |
| EOY | $50,477,472 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,172,035 | BOYAmt |
| EOY | $51,737,694 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,801 | BOYAmt |
| EOY | $91,497 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,230 | BOYAmt |
| EOY | $344,591 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,723,787 | BOYAmt |
| EOY | $2,334,278 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,087,818 | BOYAmt |
| EOY | $2,770,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,049,677 | BOYAmt |
| EOY | $48,951,397 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,540 | BOYAmt |
| EOY | $15,931 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,084,217 | BOYAmt |
| EOY | $48,967,328 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,172,035 | BOYAmt |
| EOY | $51,737,694 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,969,441 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$86,330 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS | ||||
| 237388767 | 10 | Yes (1) | $0 | $0 |
| TRANSPLANT HOUSE | ||||
| 260585694 | 7 | 0 | $561,310 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $561,310 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,599,227 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,803,577 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $559,310 | OtherExpendituresAmt |
| End Year Balance | $11,843,494 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,399,211 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$725,671 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,074,313 | OtherExpendituresAmt |
| End Year Balance | $10,599,227 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,758,685 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,640,526 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $12,399,211 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $782,569 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $23,884 | AdministrativeExpensesAmt |
| End Year Balance | $10,758,685 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $10,000,000 | ContributionsAmt |
| End Year Balance | $10,000,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,935 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,785 | DepreciationAmt |
| Book Value | $11,150 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,150 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $2,334,278 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,334,278 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,657,676 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$86,330 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$196,403 | OtherRevenueAmt |
| Revenue Not Reported | -$282,733 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,940,409 | RevenueSubtotalAmt |
| Other Revenues Not Included | $84,681 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $84,681 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,025,090 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,774,565 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$84,681 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$84,681 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,859,246 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $196,403 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $196,403 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,055,649 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 -196,403. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES -311,203. TRANSFER FROM AFFILIATE NETTED AGAINST GRANTS ON THE FINANCIALS 395,884. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 311,203. TRANSFER FROM AFFILIATE NETTED AGAINST GRANTS ON THE FINANCIALS -395,884. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES NETTED AGAINST REVENUE ON FINANCIALS 196,403. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PA DONOR DASH | Event1Nm |
| Gross Receipts Event1 | $576,822 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $336,728 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $240,094 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $7,457 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $26,711 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $731 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,850 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $205,483 | OtherDirectExpensesEvent1Amt |
| Event2 | DONORS ARE HEROES | Event2Nm |
| Gross Receipts Event2 | $154,720 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $121,030 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $33,690 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $405 | CashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $5,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $20,099 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,765 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $37,702 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $731,542 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $457,758 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $273,784 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $405 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $7,457 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $31,711 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $20,830 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,615 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $243,185 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $311,203 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$37,419 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| TRANSPLANT HOUSE | ||||||||||
| 401 NORTH 3RD STREET | PHILADELPHIA | PA | 19123 | 260585694 | 501(C)(3) | $561,310 | $0 | N/A | N/A | GIFT OF LIFE FAMILY HOUSE OPERATIONS |
| JUNIATA COLLEGE | ||||||||||
| 1700 MOORE STREET | HUNTINGTON | PA | 16652 | 231352652 | 501(C)(3) | $100,000 | $0 | N/A | N/A | SCHOLARSHIPS |
| UNIVERSITY OF PENNA MEDICAL CENTER | ||||||||||
| PO BOX 824320 | PHILADELPHIA | PA | 191824320 | 232743545 | 501(C)(3) | $25,000 | $0 | N/A | N/A | RESEARCH GRANT |
| TRIO PHILADELPHIA | ||||||||||
| 407 N SWARTHMORE AVE | SWARTHMORE | PA | 19081 | 232861523 | 501(C)(3) | $25,000 | $0 | N/A | N/A | RESEARCH GRANT |
| THOMAS JEFFERSON UNIVERSITY HOSP | ||||||||||
| 1020 WALNUT STREET | PHILADELPHIA | PA | 19107 | 231352651 | 501(C)(3) | $25,000 | $0 | N/A | N/A | RESEARCH GRANT |
| MILTON S HERSHEY MEDICAL CTR | ||||||||||
| PO BOX 856 | HERSHEY | PA | 17033 | 251854772 | 501(C)(3) | $25,000 | $0 | N/A | N/A | FAMILY SUPPORT GRANT |
| LEHIGH VALLEY HOSPITAL | ||||||||||
| CEDAR CREST BOULEVARD I-78 | ALLENTOWN | PA | 181054120 | 231689692 | 501(C)(3) | $25,000 | $0 | N/A | N/A | FAMILY SUPPORT GRANT |
| GEISINGER MEDICAL CENTER | ||||||||||
| PO BOX 645668 | CINCINNATI | OH | 452645668 | 236291113 | 501(C)(3) | $25,000 | $0 | N/A | N/A | FAMILY SUPPORT GRANT |
| CROZER-CHESTER MEDICAL CENTER | ||||||||||
| PO BOX 8500-5205 | PHILADELPHIA | PA | 191785205 | 231637191 | 501(C)(3) | $25,000 | $0 | N/A | N/A | FAMILY SUPPORT GRANT |
| CHRISTIANA CARE HEALTH SYSTEM | ||||||||||
| 200 HYGEIA DRIVE | NEWARK | DE | 197132049 | 521479538 | 501(C)(3) | $25,000 | $0 | N/A | N/A | FAMILY SUPPORT GRANT |
| ALFRED I DUPONT HOSPITAL | ||||||||||
| PO BOX 404016 | ATLANTA | GA | 303844016 | 590634433 | 501(C)(3) | $25,000 | $0 | N/A | N/A | FAMILY SUPPORT GRANT |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||||
| 3400 SPRUCE STREET | PHILADLEPHIA | PA | 19104 | 231352685 | 501(C)(3) | $9,900 | $0 | N/A | N/A | RESEARCH GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | JESSICA SCHWARTZ SCHOLARSHIP | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $11,650 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | SCHOLARSHIPS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOWARD M NATHAN | ||||||||||||||
| PRESIDENT & CEO | $0 | $493,289 | $0 | $155,000 | $0 | $27,865 | $0 | $74,598 | $0 | $25,150 | $0 | $775,902 | $0 | $0 |
| JAN L WEINSTOCK ESQ | ||||||||||||||
| VP OF ADMIN & GENERAL COUNSEL | $0 | $433,718 | $0 | $114,996 | $0 | $21,146 | $0 | $56,822 | $0 | $14,934 | $0 | $641,616 | $0 | $0 |
| RICHARD HASZ | ||||||||||||||
| VP OF CLINICAL DIVISION | $0 | $403,782 | $0 | $136,114 | $0 | $18,689 | $0 | $52,918 | $0 | $26,940 | $0 | $638,443 | $0 | $0 |
| PATTI MULVANIA | ||||||||||||||
| SENIOR CLINICAL STAFF EDUCATOR | $16,077 | $122,138 | $41,125 | $11,500 | $0 | $495 | $0 | $17,569 | $0 | $4,462 | $57,202 | $156,164 | $0 | $0 |
| THERESA DALY | ||||||||||||||
| DIRECTOR OF INSTITUTE | $149,106 | $0 | $13,000 | $0 | $1,161 | $0 | $20,494 | $0 | $28,469 | $0 | $212,230 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENMEDE TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SUBSTANTIAL CONTRIBUTOR | RelationshipDescriptionTxt |
| Transaction | $196,403 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L PART IV | FormAndLineReferenceDesc |
| Explanation | GLENMEDE TRUST COMPANY IS A SUBSTANTIAL CONTRIBUTOR FOR THE TRANSPLANT FOUNDATION REPORTED ON SCHEDULE B FOR 2019. TRANSPLANT FOUNDATION PAYS FEES OF $196,403 TO GLENMEDE FOR INVESTMENT ADVISORY SERVICES. FEES FOR SERVICES WERE REVIEWED TO ENSURE THE FEE DOES NOT EXCEED FAIR MARKET VALUE. THIS TRANSACTION IS ON AN ARM'S LENGTH BASIS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1: | TRANSPLANT FOUNDATION ("FOUNDATION") IS COMMITTED TO SUPPORTING ORGAN AND TISSUE DONATION AND TRANSPLANTATION, AS WELL AS ORGAN AND TISSUE DONOR FAMILIES AND RECIPIENTS. THIS INCLUDES THE MORE THAN 113,000 PEOPLE AWAITING A LIFE-SAVING ORGAN TRANSPLANT NATIONALLY (MORE THAN 5,000 OF WHOM ARE AWAITING TRANSPLANT IN FOUNDATION'S REGION), AND THOUSANDS OF OTHERS WHO WOULD BENEFIT FROM LIFE-ENHANCING TISSUE TRANSPLANTS. THROUGH ITS GIFT OF LIFE INSTITUTE, FOUNDATION SUPPORTS RESEARCH, EDUCATIONAL PROGRAMS, AND TRAINING SEMINARS IN SUPPORT OF ORGAN AND TISSUE DONATION AND TRANSPLANTATION. DURING 2019, GIFT OF LIFE INSTITUTE PROVIDED DIRECT TRAINING OR INCREASED AWARENESS REGARDING DONATION AND TRANSPLANTATION TO MORE THAN 1,060 DONATION PROFESSIONALS. IT ALSO HOUSES THE TRANSPLANT PREGNANCY REGISTRY INTERNATIONAL WHICH TRACKS AND STUDIES THE OUTCOMES OF THOUSANDS OF PREGNANCIES IN SOLID ORGAN TRANSPLANT RECIPIENTS, SERVING AS A VALUABLE RESOURCE FOR THOUSANDS OF TRANSPLANT RECIPIENTS MAKE FAMILY PLANNING DECISIONS. ADDITIONALLY, TRANSPLANT FOUNDATION CONDUCTS FUNDRAISING ACTIVITIES, EDUCATIONAL PROGRAMMING AND SCHOLARSHIP PROGRAMS IN SUPPORT OF THE MISSION OF GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS ("GIFT OF LIFE") AND TRANSPLANT HOUSE ("GIFT OF LIFE FAMILY HOUSE"). DURING 2019, FOUNDATION SUPPORTED EXTENSIVE COMMUNITY PROGRAMS AND GRANT AND SCHOLARSHIP PROGRAMS IN SUPPORT OF THE MORE THAN 5,000 PEOPLE AWAITING LIFE-SAVING ORGAN TRANSPLANTS IN THE EASTERN HALF OF PENNSYLVANIA, SOUTHERN NEW JERSEY AND DELAWARE. |
| FORM 990, PART III, LINE 4A (CONTINUED): | SCHEDULE OF TRANSPLANT FOUNDATION PROGRAM SERVICES: 24TH ANNUAL DONOR DASH WAS ON SUNDAY, APRIL 14, 2019 AT THE PHILADELPHIA MUSEUM OF ART. THE DASH IS A 5K/10K RUN, A 3K WALK AND KIDS RUN THAT ATTRACTED MORE THAN 14,000 ATTENDEES AND RAISED MORE THAN $600,000. GIFT OF LIFE FAMILY HOUSE: TRANSPLANT FOUNDATION HAS SUPPORTED THE DEVELOPMENT, DESIGN AND OPERATIONS OF GIFT OF LIFE FAMILY HOUSE, A RONALD MCDONALD HOUSE-TYPE SETTING, WHERE FAMILIES OF PATIENTS UNDERGOING TRANSPLANTS AT THE TRANSPLANT CENTERS IN THE PHILADELPHIA REGION ARE ACCOMMODATED NEAR THE SITE OF THE SURGERY AND FOR FOLLOW-UP VISITS. LIVING DONORS CAN ALSO BE ACCOMMODATED AT GIFT OF LIFE FAMILY HOUSE. DURING 2019, GIFT OF LIFE FAMILY HOUSE HAS PROVIDED 9,401 LODGING NIGHTS; SUPPORTED 3,464 HOSPITALITY GUEST SERVICE HOURS PROVIDED AT FAMILY HOUSE; PROVIDED 1,164 TRIPS TO AND FROM AREA HOSPITALS TRANSPORTING 4,042 GUESTS, DRIVING 16,136 MILES THROUGH OUR SHUTTLE SERVICE; SERVED 33,680 MEALS TO FAMILIES THROUGH OUR HOME COOK HEROES PROGRAM; PROVIDED OVER 607 HOURS OF DIRECT COUNSELING TO TRANSPLANT CAREGIVERS AND PATIENTS THROUGH SUPPORT AND EDUCATIONAL GROUPS, AND REACHED THOUSANDS OF OTHERS THROUGH ITS CAREGIVER LIFELINE PROGRAM. PENNSYLVANIA ORGAN DONORS SAVE LIVES LICENSE PLATES: TO INCREASE AWARENESS OF THE URGENT NEED FOR LIFE-SAVING ORGAN DONATION AND LIFE-ENHANCING TISSUE DONATION, FOUNDATION CONTINUED TO BE THE PROUD SPONSOR OF AND PROMOTE THE PENNSYLVANIA ORGAN DONORS SAVE LIVES" LICENSE PLATE. IN COOPERATION WITH GIFT OF LIFE AND WITH THE CENTER FOR ORGAN RECOVERY AND EDUCATION, THE ORGAN PROCUREMENT ORGANIZATION SERVING WESTERN PENNSYLVANIA, FOUNDATION WORKED WITH THE PENNSYLVANIA DIVISION OF MOTOR VEHICLES IN 2019 PROCESSED 85 APPLICATIONS FOR PLATES THROUGHOUT THE YEAR. 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 2019, 11 ORGAN DONORS SAVE LIVES" LICENSE PLATE APPLICATIONS WERE PROCESSED. CAMP JEREMY: IN 2019, TRANSPLANT FOUNDATION WAS ALSO ABLE TO OFFER YOUNG TRANSPLANT RECIPIENTS AND THEIR SIBLINGS THE OPPORTUNITY TO ATTEND A SPECIALIZED DAY CAMP. IN CONJUNCTION WITH MERMAID LAKE COUNTRY DAY CAMP IN BLUE BELL, PENNSYLVANIA, "CAMP JEREMY", NAMED IN LOVING MEMORY OF A TRANSPLANT RECIPIENT, PROVIDED 16 TRANSPLANT RECIPIENTS AND 9 OF THEIR SIBLINGS THE JOY AND FUN OF A DAY CAMP EXPERIENCE. GIFTS OF LIFEACTS OF LOVE: RECOGNIZING THE ONGOING IMPORTANCE OF LIVING DONATION, TRANSPLANT FOUNDATION ALSO HOSTED A SPECIAL LIVING DONOR RECOGNITION EVENT. THIS EVENT WAS HELD IN KING OF PRUSSIA, PA ON FEBRUARY 23, AND FEATURED KEYNOTE SPEAKER JIM MELWERT, LIVING DONOR AND KYW NEWS REPORTER. THIS EVENT APPROPRIATELY ENTITLED "GIFTS OF LIFEACTS OF LOVE" JOINED 44 LIVING DONORS AND THEIR RECIPIENTS AND FAMILY MEMBERS. HONOREES WERE PRESENTED WITH A ROSE, SPECIAL COMMEMORATIVE PINS AND A SPECIAL CERTIFICATE FROM GIFT OF LIFE ACKNOWLEDGING THEIR AMAZING GIFT. JESSICA BETH SCHWARTZ SCHOLARSHIP FUND: IN 2019, TRANSPLANT FOUNDATION WAS ALSO ABLE TO AWARD SCHOLARSHIPS TO FOUR (5) RECIPIENT STUDENTS, $2,500 EACH, TO SUPPORT THEIR ENROLLMENT IN COLLEGE OR TRADE/TECHNICAL SCHOOL. DONORS ARE HEROES- GRANT PROGRAMS: FOUNDATION'S FUNDRAISING AND PUBLIC AWARENESS INITIATIVES DURING 2019 INCLUDED THE ANNUAL "DONORS ARE HEROES - THE PARTY" EVENT NATIONAL DONATE LIFE MONTH IN APRIL TO HELP INCREASE AWARENESS REGARDING DONATION. APPROXIMATELY, 500 PEOPLE ATTENDED THE EVENT, WHICH RAISED IN EXCESS OF $146,000. FUNDS ARE USED TO SUPPORT 'IT'S ABOUT LIFE" GRANT PROGRAMS IN HOUSES OF WORSHIP, "SPIRIT FOR LIFE" GRANTS FOR PHILADELPHIA HIGH SCHOOLS, AND PARTNERSHIPS WITH A LOCAL RADIO STATION AND A LOCAL MEDIA NETWORK TO PROMOTE DONATION. SIX "IT'S ABOUT LIFE" GRANTS WERE SUPPORTED AND THE PROGRAMS REACHED APPROXIMATELY 1,200 PEOPLE. THOUSANDS WERE REACHED THROUGH THE CAMPAIGNS WITH THE LOCAL RADIO STATION AND LOCAL MEDIA NETWORK. ADDITIONALLY, EIGHT PHILADELPHIA HIGH SCHOOLS PARTICIPATED IN THE "SPIRIT FOR LIFE" SCHOOL GRANT PROGRAM TO IMPLEMENT EDUCATIONAL CAMPAIGNS IN THEIR HIGH SCHOOL COMMUNITIES. THE HIGH SCHOOL PROGRAMS REACHED OVER 3,000 STUDENTS. THE PARTNERSHIPS WITH THE RADIO STATION AND MEDIA NETWORK INCLUDED THE FOLLOWING: RADIO PSA SPOTS, ONLINE ADVERTISING, PRINT ADVERTISING, BLOG POSTS BY RADIO PERSONALITIES, A RADIO FORUM AND LIVE RADIO INTERVIEW, PARTICIPATION IN COMMUNITY EVENTS, EVENTS WITH LOCAL FRATERNITIES AND SORORITIES, AND SPONSORSHIP OF A CONCERT HELD IN PHILADELPHIA, PA. TRANSPLANT FOUNDATION'S DONATION AND TRANSPLANTATION GRANT PROGRAM: IN 2015 THE GRANT PROGRAM WAS ESTABLISHED TO ADVANCE ORGAN AND TISSUE DONATION AND TRANSPLANTATION, PARTICULARLY IN GIFT OF LIFE DONATION SERVICE AREA. THE GOAL OF THE GRANT PROGRAM IS TO SUPPORT INNOVATION, QUALITY, AND SAFETY IN THE FIELD OF DONATION AND TRANSPLANTATION THROUGH SCIENTIFIC RESEARCH, COMMUNITY PROGRAMMING OR ALTERNATE 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 TO THE GOVERNING BODY AT A BOARD MEETING 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 VICE PRESIDENT OF ADMINISTRATION 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 | CONSULTING FEES: PROGRAM SERVICE EXPENSES 592,345. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 592,345. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (1) | TRANSPLANT FOUNDATION | |
| 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | TRANSPLANT HOUSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $561,310 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |