Civic Intelligence

The Lung Transplant Foundation

990 • Fiscal year 2015 • EIN 26-2484253

Oct 01, 2014 to Sep 30, 2015 • Filed on Jan 19, 2016

PO Box 33126Raleigh, NC 27636-3126

(919) 865-7000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • NTEE G • <$500k nonprofits • Source year 2015

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • NTEE G • <$500k nonprofits • Source year 2015

Net Margin

62nd percentile

16%

Higher net margin than 62% of similar nonprofits.

2015 filings • NTEE G • <$500k nonprofits • Source year 2015

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • NTEE G • <$500k nonprofits • Source year 2015

Asset Growth

54th percentile

6.2%

Faster asset growth than 54% of similar nonprofits.

2015 filings • NTEE G • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-50%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • NTEE G • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$274,467

Up $16,087 (+6.2%) from 2014

Net Assets

Up

$274,467

Up $16,087 (+6.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$103,116

Down $105,124 (-50%) from 2014

Expenses

Down

$87,029

Down $85,125 (-49%) from 2014

Net Income

Down

$16,087

Down $19,999 (-55%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $132,171Liabilities 2011: $0Net Assets 2011: $132,1712011Assets 2012: $195,404Liabilities 2012: $0Net Assets 2012: $195,4042012Assets 2013: $222,157Liabilities 2013: $0Net Assets 2013: $222,1572013Assets 2014: $258,380Liabilities 2014: $0Net Assets 2014: $258,3802014Assets 2015: $274,467Liabilities 2015: $0Net Assets 2015: $274,4672015Assets 2016: $296,573Liabilities 2016: $1,865Net Assets 2016: $294,7082016Assets 2017: $219,309Liabilities 2017: $7,065Net Assets 2017: $212,2442017Assets 2018: $226,286Liabilities 2018: $42,266Net Assets 2018: $184,0202018Assets 2019: $171,253Liabilities 2019: $88,649Net Assets 2019: $82,6042019Assets 2020: $128,373Liabilities 2020: $2,540Net Assets 2020: $125,8332020Assets 2021: $352,187Liabilities 2021: $2,874Net Assets 2021: $349,3132021Assets 2022: $241,216Liabilities 2022: $2,628Net Assets 2022: $238,5882022Assets 2023: $147,490Liabilities 2023: $6,594Net Assets 2023: $140,8962023Assets 2024: $195,420Liabilities 2024: $5,036Net Assets 2024: $190,3842024

Highlighted filing

2015

Assets$274,467
Liabilities$0
Net Assets$274,467

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $79,308Expenses 2011: $40,766Net Income 2011: $38,5422011Revenue 2012: $67,970Expenses 2012: $4,737Net Income 2012: $63,2332012Revenue 2013: $165,164Expenses 2013: $138,411Net Income 2013: $26,7532013Revenue 2014: $208,240Expenses 2014: $172,154Net Income 2014: $36,0862014Revenue 2015: $103,116Expenses 2015: $87,029Net Income 2015: $16,0872015Revenue 2016: $107,517Expenses 2016: $87,276Net Income 2016: $20,2412016Revenue 2017: $77,113Expenses 2017: $159,577Net Income 2017: -$82,4642017Revenue 2018: $144,375Expenses 2018: $170,366Net Income 2018: -$25,9912018Revenue 2019: $77,007Expenses 2019: $178,423Net Income 2019: -$101,4162019Revenue 2020: $101,703Expenses 2020: $170,752Net Income 2020: -$69,0492020Revenue 2021: $359,240Expenses 2021: $135,760Net Income 2021: $223,4802021Revenue 2022: $188,507Expenses 2022: $299,234Net Income 2022: -$110,7272022Revenue 2023: $121,973Expenses 2023: $232,260Net Income 2023: -$110,2872023Revenue 2024: $268,002Expenses 2024: $218,514Net Income 2024: $49,4882024

Highlighted filing

2015

Revenue$103,116
Expenses$87,029
Net Income$16,087
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Jan 19, 2016
Return Version
2014v6.0
Gross Receipts
$138,645
Mission and Program Overview

Mission

To assist transplant patients and caregivers, promote and educate the community on the benefits of organ donation, and to fund lung transplant research

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$255,365$258,118▲ $2,753
Cash and Non-Interest-Bearing Accounts$2,203$10,960▲ $8,757
Land, Buildings, and Equipment, Net$186$0▼ $186
Total Assets$258,380$274,467▲ $16,087
Other Assets Total$626$5,389▲ $4,763
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$258,380$274,467▲ $16,087
Total Net Assets Fund Balance$258,380$274,467▲ $16,087
Total Liabilities and Net Assets / Fund Balance$258,380$274,467▲ $16,087

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$928$928
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeffrey GoldsteinPresident
Jay NachlisVice President
Brett BlairDirector
Harry CollinsDirector
Jessa DepewDirector
Jonathan ReissDirector
Kathryn FlynnDirector
Kim CableDirector
Kim HollemanDirector
Paul SunDirector
Reyna MartinezDirector
Sara SigmonSecretary
Brian BennettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$113,141
Program Service Revenue
$0
Investment Income
$77
Other Revenue
$-10,102
All Other Contributions
$91,224
Change in Net Assets
$16,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,725
Other Expenses$11,304
Total Fundraising Expense$1,476
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,725--$75,725
Information Technology$5,472--$5,472
Conferences and Meetings$2,256--$2,256
Office Expenses-$1,302$811$2,113
Advertising--$665$665
Occupancy-$612-$612
Depreciation Depletion-$186-$186
Total Functional Expenses$83,453$2,100$1,476$87,029
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Duke UniversityDurham, NC501(c)(3)Research to Prevent and Treat Brochical Obliterans Syndrome/disease$60,000
The Repairion GroupChapel Hill, NC-Early Stage Development of Drug Compound to Improve Outcomes for Lung Transplant Recipients$14,725
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$35,529
Fundraising Gross Income$23,227
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$18,775$11,725$1,526$10,199
Casino Night$25,207$11,122$885$10,237
Total Events$45,144$23,227$35,529$-12,302
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The complete 990 will be reviewed by the president and the treasurer prior to signing.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
The Lung Transplant Foundation
EIN
26-2484253
Phone
9198657000
Address
PO BOX 33126, RALEIGH, NC 27636-3126

Signing Officer

Name
Brian T Bennett
Title
Treasurer
Phone
9198369200
Signed
2016-01-19

Organization Details

Principal Officer
Brian T Bennett
Formed
2008
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
50
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

The lung transplant foundation organized and held the fourth annual "lungapalooza" in october 2013. Lungapalooza is a one day event which includes a fund-raising walk, music, and education for lung transplant recipients, friends, family, and other supporters. Lungapalooza was discontinued after october 2013.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt091975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt084537
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0666697
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt084
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt072
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0132
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0110
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0475
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt072241
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.63540
IRS990ScheduleA/PublicSupportPY170Pct00.63180
IRS990ScheduleA/PublicSupportTotal170Amt0423890
IRS990ScheduleA/SubstantialContributorsTotAmt0242807
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0113140
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0224854
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0152191
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt091975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt084537
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0666697
IRS990ScheduleA/TotalSupportAmt0667172
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0928
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0928
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt0900
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0900
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt021917
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt014085
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt07050
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0782
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035529
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt05337
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05337
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CASINO NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07503
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07503
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01162
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045144
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011122
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0380
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023227
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-12302
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt09085
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0413
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt09498
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0199
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02610
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0885
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01526
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01815
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt07866
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09681
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt060000
IRS990ScheduleI/RecipientTable/CashGrantAmt114725
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH TO PREVENT AND TREAT BROCHICAL OBLITERANS SYNDROME/DISEASE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EARLY STAGE DEVELOPMENT OF DRUG COMPOUND TO IMPROVE OUTCOMES FOR LUNG TRANSPLANT RECIPIENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DUKE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE REPAIRION GROUP
IRS990ScheduleI/RecipientTable/RecipientEIN0560532129
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0324 BLACKWELL ST STE 850
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11602 HALIFAX ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DURHAM
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CHAPEL HILL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd127514
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO FORMAL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS. HOWEVER, THE BOARD OF DIRECTORS ROUTINELY REQUESTS STATUS UPDATES FROM GRANT RECIPIENTS ON THE USE OF GRANT FUNDS AND RESULTS OF THEIR EFFORTS. THESE STATUS UPDATES ARE TYPICALLY REQUESTED ON A QUARTERLY BASIS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LUNG TRANSPLANT FOUNDATION ORGANIZED AND HELD THE FOURTH ANNUAL "LUNGAPALOOZA" IN OCTOBER 2013. LUNGAPALOOZA IS A ONE DAY EVENT WHICH INCLUDES A FUND-RAISING WALK, MUSIC, AND EDUCATION FOR LUNG TRANSPLANT RECIPIENTS, FRIENDS, FAMILY, AND OTHER SUPPORTERS. LUNGAPALOOZA WAS DISCONTINUED AFTER OCTOBER 2013.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLETE 990 WILL BE REVIEWED BY THE PRESIDENT AND THE TREASURER PRIOR TO SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0258380
IRS990/TotalAssetsEOYAmt0274467
IRS990/TotalAssetsGrp/BOYAmt0258380
IRS990/TotalAssetsGrp/EOYAmt0274467
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0113141
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01476
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02100
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt083453
IRS990/TotalFunctionalExpensesGrp/TotalAmt087029
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0258380
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0274467
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt083453
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-10025

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.05$1.90$2.68$2.19$0.49
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.07$1.41$1.22$2.32$1.10
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.03$2.39$1.89$2.99$1.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.03$3.49$3.59$1.36$2.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.03$1.26$1.02$1.71$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.89$0.83$0.77$1.78$1.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.42$1.84$1.44$1.70$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.07$2.12$0.77$1.60$0.82
2016Detailed filing. Detailed filing data is available for this year.$2.97$0.02$2.95$1.08$0.87$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$1.03$0.87$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$2.08$1.72$0.36
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$1.65$1.38$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$0.68$0.05$0.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$0.79$0.41$0.39