Civic Intelligence

The Lung Transplant Foundation

990EZ • Fiscal year 2017 • EIN 26-2484253

Oct 01, 2016 to Sep 30, 2017 • Filed on May 15, 2018

1249 Kildaire Farm Rd No 323Cary, NC 27511

(919) 865-7000

Siviq Scores

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

Liabilities / Assets

74th percentile

0.03x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • NTEE G • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.09x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • NTEE G • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-107%

Higher net margin than 8% of similar nonprofits.

2017 filings • NTEE G • <$500k nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2017 filings • NTEE G • <$500k nonprofits • Source year 2017

Asset Growth

18th percentile

-26%

Faster asset growth than 18% of similar nonprofits.

2017 filings • NTEE G • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-28%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • NTEE G • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$219,309

Down $77,264 (-26%) from 2016

Net Assets

Down

$212,244

Down $82,464 (-28%) from 2016

Liabilities

Up

$7,065

Up $5,200 (+279%) from 2016

Revenue

Down

$77,113

Down $30,404 (-28%) from 2016

Expenses

Up

$159,577

Up $72,301 (+83%) from 2016

Net Income

Down

-$82,464

Down $102,705 (-507%) from 2016

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

2017

Assets$219,309
Liabilities$7,065
Net Assets$212,244

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

2017

Revenue$77,113
Expenses$159,577
Net Income-$82,464
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$103,940
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

To improve the lives of lung transplant patients and families

Program Services

DescriptionGrantsExpenses
THE LUNG TRANSPLANT FOUNDATION WORKS TIRELESSLY TO ADVOCATE FOR CONSTRUCTIVE PUBLIC POLICIES THAT SUPPORT LUNG TRANSPLANT PATIENTS AND THEIR FAMILIES. WE STRIVE TO BRING THE ISSUES OF POST-TRANSPLANT REJECTION TO THE FOREFRONT THROUGH NETWORKING AND ACTIVISM WITH GOVERNMENT AGENCIES, PHARMACEUTICAL AND MEDICAL TECHNOLOGY COMPANIES, AND THE MEDICAL COMMUNITY ON BEHALF OF THE LUNG TRANSPLANT POPULATION.$2,500$36,150
THE JOSEPH J. CARTER MENTORSHIP PROGRAM IS A SERVICE AVAILABLE TO LUNG TRANSPLANT PATIENTS AND CAREGIVERS NATIONWIDE, DEVELOPED BY LUNG TRANSPLANT PATIENTS AND CAREGIVERS. A WELL-INFORMED LUNG TRANSPLANT PATIENT AND CAREGIVER CONTRIBUTES TO OVERALL RECOVERY SUCCESS.$0$4,866
RESEARCH INTO LUNG TRANSPLANT REJECTION LACKS SIGNIFICANT FINANCIAL SUPPORT FROM THE GOVERNMENT AND PHARMACEUTICAL COMPANIES. OUR GOAL IS TO DEVELOP, INITIATE, AND SUPPORT RESEARCH EFFORTS ON ISSUES SURROUNDING LUNG TRANSPLANTATION, TO FIND TREATMENTS, AND ULTIMATELY, A SOLUTION, FOR CHRONIC REJECTION.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY GOLDSTEINPresidentFT$0--
JAY NACHLISVice President-$0--
ELLEN GOLDSTEINSecretary Since 7/1/2017PT$0--
SARA SIGMONSecretary Until 12/31/2016PT$0--
BRIAN BENNETTTreasurer-$0--
PAUL SUNDirector-$0--
HARRY COLLINSDirectorPT$0--
JONATHAN REISSDirector-$0--
JESSA DEPEWDirector-$0--
KIM HOLLEMANDirector-$0--
KATHRYN FLYNNDirector Until 6/1/2017PT$0--
REYNA KOSLADirector Until 4/1/2017-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$28,931$18,498$6,415$12,083
Golf Tournament$19,946$9,691$2,767$6,924
Total Events$48,877$28,189$26,828$1,361
Filing and Contact Details

Filer

Filer Name
The Lung Transplant Foundation
EIN
26-2484253
Phone
9198657000
Address
1249 KILDAIRE FARM RD NO 323, CARY, NC 27511

Signing Officer

Name
Brian T Bennett
Title
Treasurer
Phone
9198369200
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Mcmillan Pate & Company Llp
Address
615 OBERLIN ROAD SUITE 200, RALEIGH, NC 27605
Preparer
Steve Martin
Phone
9198369200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 318.

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 3. Returns and allowances: 0. Less cost of goods sold: 0. Gross profit: 3. Cost of goods sold: inventory at beginning of year: 2,875. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 0. Other costs: -2,875. Inventory at end of year: 0. Cost of goods sold: 0.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: membership contribution. Grantee name: society for transplant social workers. Grantee address: a royal esq statutory agt 155 s cal tuscon, az 85711. Date of gift: 07/06/17. Amount given: 2,500.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: website development. Amount: 23,685. Description: travel expenses. Amount: 10,497. Description: payroll taxes. Amount: 6,348. Description: mentorship program. Amount: 4,866. Description: advertising and promotion. Amount: 3,168. Description: software fees. Amount: 2,935. Description: office expenses. Amount: 2,848. Description: insurance. Amount: 702. Description: registration fees. Amount: 102. Total to form 990-ez, line 16: 55,151.

Form 990-ez, Part II, Line 24 - Other Assets

Description: inventory. Beg. Of year amount: 2,875. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 179. End of year amount: 5,400. Description: payroll liabilities. Beg. Of year amount: 1,686. End of year amount: 1,665.

Form 990-ez, Part V, Line 33

A new mentorship program was fully implemented during the tax year. The joseph j. Carter mentorship program is a service available to lung transplant patients and caregivers nationwide, developed by lung transplant and caregivers. A well-informed lung transplant patient and caregiver contributes to overall recovery success.

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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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE JOSEPH J. CARTER MENTORSHIP PROGRAM IS A SERVICE AVAILABLE TO LUNG TRANSPLANT PATIENTS AND CAREGIVERS NATIONWIDE, DEVELOPED BY LUNG TRANSPLANT PATIENTS AND CAREGIVERS. A WELL-INFORMED LUNG TRANSPLANT PATIENT AND CAREGIVER CONTRIBUTES TO OVERALL RECOVERY SUCCESS.
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09691
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028189
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01361
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0168
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0168
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09182
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06415
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02767
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03798
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt09501
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt013299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 318.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 3. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 0. GROSS PROFIT: 3. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 2,875. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: -2,875. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: MEMBERSHIP CONTRIBUTION. GRANTEE NAME: SOCIETY FOR TRANSPLANT SOCIAL WORKERS. GRANTEE ADDRESS: A ROYAL ESQ STATUTORY AGT 155 S CAL TUSCON, AZ 85711. DATE OF GIFT: 07/06/17. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: WEBSITE DEVELOPMENT. AMOUNT: 23,685. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 10,497. DESCRIPTION: PAYROLL TAXES. AMOUNT: 6,348. DESCRIPTION: MENTORSHIP PROGRAM. AMOUNT: 4,866. DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 3,168. DESCRIPTION: SOFTWARE FEES. AMOUNT: 2,935. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 2,848. DESCRIPTION: INSURANCE. AMOUNT: 702. DESCRIPTION: REGISTRATION FEES. AMOUNT: 102. TOTAL TO FORM 990-EZ, LINE 16: 55,151.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 2,875. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 179. END OF YEAR AMOUNT: 5,400. DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 1,686. END OF YEAR AMOUNT: 1,665.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6A NEW MENTORSHIP PROGRAM WAS FULLY IMPLEMENTED DURING THE TAX YEAR. THE JOSEPH J. CARTER MENTORSHIP PROGRAM IS A SERVICE AVAILABLE TO LUNG TRANSPLANT PATIENTS AND CAREGIVERS NATIONWIDE, DEVELOPED BY LUNG TRANSPLANT AND CAREGIVERS. A WELL-INFORMED LUNG TRANSPLANT PATIENT AND CAREGIVER CONTRIBUTES TO OVERALL RECOVERY SUCCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART V, LINE 33
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN T BENNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09198369200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LUNG TRANSPLANT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUNG
ReturnHeader/Filer/EIN0262484253
ReturnHeader/Filer/PhoneNum09198657000
ReturnHeader/Filer/USAddress/AddressLine1Txt01249 KILDAIRE FARM RD NO 323
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027511
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0867DD9B1A020474E7F1251A26A46D10C9C6E9753
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0554ACEEA5D18A6F53078249C7EE9DFAF22AC613D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.10.179.62
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:22:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561945391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCMILLAN PATE & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0615 OBERLIN ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027605
ReturnHeader/PreparerPersonGrp/PhoneNum09198369200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE MARTIN
ReturnHeader/ReturnTs02018-05-15T16:27:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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