Civic Intelligence

Transplant Foundation Inc

990 • Fiscal year 2014 • EIN 59-2767754

Jun 01, 2013 to May 31, 2014 • Filed on Feb 10, 2015

9155 S Dadeland BoulevardRoom/Suite 150633156

(866) 901-3172

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

4th percentile

-63%

Higher net margin than 4% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

62nd percentile

$85,000

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 22.4% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

9th percentile

-14%

Faster asset growth than 9% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$1,374,596

Down $232,544 (-14%) from 2013

Net Assets

Down

$1,365,789

Down $239,308 (-15%) from 2013

Liabilities

Up

$8,807

Up $6,764 (+331%) from 2013

Revenue

$379,727

No earlier filing loaded for comparison.

Expenses

Down

$619,035

Down $198,632 (-24%) from 2013

Net Income

-$239,308

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,475,136Liabilities 2011: $47,681Net Assets 2011: $1,427,4552011Assets 2012: $1,933,638Liabilities 2012: $124,302Net Assets 2012: $1,809,3362012Assets 2013: $1,607,140Liabilities 2013: $2,043Net Assets 2013: $1,605,0972013Assets 2014: $1,374,596Liabilities 2014: $8,807Net Assets 2014: $1,365,7892014Assets 2015: $1,222,681Liabilities 2015: $2,544Net Assets 2015: $1,220,1372015Assets 2016: $1,124,054Liabilities 2016: $23,226Net Assets 2016: $1,100,8282016Assets 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$1,374,596
Liabilities$8,807
Net Assets$1,365,789

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $423,2072011Expenses 2012: $412,8202012Expenses 2013: $817,6672013Revenue 2014: $379,727Expenses 2014: $619,035Net Income 2014: -$239,3082014Revenue 2015: $260,619Expenses 2015: $406,271Net Income 2015: -$145,6522015Revenue 2016: $4,729Expenses 2016: $124,038Net Income 2016: -$119,3092016Revenue 2017: $2,651Expenses 2017: $219,884Net Income 2017: -$217,2332017

Highlighted filing

2014

Revenue$379,727
Expenses$619,035
Net Income-$239,308
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Feb 10, 2015
Return Version
2013v4.0
Gross Receipts
$379,727
Mission and Program Overview

Mission

Dedicated to the goal of providing optimal organ transplantation to all in need. Since its inception in 1987, the foundation has sought to improve the care and treatment of those diagnosed with end-stage organ disease through advances in organ transplant medicine and expansion of services to transplant patients. Approximately 2,300 people benefited from programs.

The transplant foundation, inc. (the "transplant foundation") is a non- profit organization dedicated to the goal of helping the community by providing assistance for transplant patients and their families,educating the public on organ and tissue donation, and funding transplant research. Transplant foundation relies on contributions, memberships, and corporate and event sponsorships to support its mission. Since its inception in 1987, the foundation has sought to improve the care and treatment of those diagnosed with end-stage organ disease through advances in organ transplant medicine and expansion of services of transplant patients and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,432,325$1,242,825▼ $189,500
Pledges and Grants Receivable$85,816--
Cash and Non-Interest-Bearing Accounts$78,193$78,193→ $0
Accounts Receivable-$21,239-
Land, Buildings, and Equipment, Net$5,694$4,429▼ $1,265
Prepaid Expenses and Deferred Charges$3,522$1,128▼ $2,394
Total Assets$1,607,140$1,374,596▼ $232,544
Other Assets Total$1,590$26,782▲ $25,192
Liabilities
Accounts Payable and Accrued Expenses$1,242$4,506▲ $3,264
Other Liabilities$801$4,301▲ $3,500
Total Liabilities$2,043$8,807▲ $6,764
Net Assets / Fund Balance
Unrestricted Net Assets$1,330,018$1,070,095▼ $259,923
Temporarily Rstr Net Assets$275,079$295,694▲ $20,615
Total Net Assets Fund Balance$1,605,097$1,365,789▼ $239,308
Total Liabilities and Net Assets / Fund Balance$1,607,140$1,374,596▼ $232,544

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,429$25,884$30,313
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
James KonschnikCEOFT$85,000$85,000
Eli ComptonExecutive DiFT$55,000$55,000

Board Members and Trustees

NameTitle
Scott HelmsHouse Chair
Esperanza Palmer YeraPresident
Jon PolenbergPresident El
Alan KolskyBoard Develo
Ilene LiebermanHouse Co-CHA
Elliot LowensteinTreasurer
Chris BednarVc
Revenue and Support

Revenue Composition

Contributions and Grants
$346,856
Program Service Revenue
$0
Investment Income
$5,931
Other Revenue
$26,940
All Other Contributions
$222,189
Change in Net Assets
$-239,308

Audited Revenue Reconciliation

Revenue per Audited Statements
$379,727
Total Revenue per Audited Statements
$379,727
Total Revenue per Form 990
$379,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$427,486
Total Fundraising Expense$203,346
Salaries, Compensation, and Employee Benefits$191,549
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$57,013$53,179$49,970$160,162
All Other Expenses$30,478$16,881$57,868$105,227
Occupancy$18,132$24,609$26,199$68,940
Other Expenses$61,461$31,846$54,349$31,846
Other Employee Benefits$11,041$2,760$2,436$16,237
Payroll Taxes$5,173$5,980$3,997$15,150
Insurance$1,104$3,435$1,447$5,986
Fees for Services Accounting-$5,900-$5,900
Depreciation Depletion$457$424$384$1,265
Total Functional Expenses$184,859$230,830$203,346$619,035

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$619,035
Total Expenses per Audited Statements$619,035
Total Expenses per Form 990$619,035
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$67,789---
Event 2$42,904---
Total Events$110,693---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advance Payable$3,500
Due to Trust Account$801
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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, Page 6, Part VI, Line 7A

Reviewed annualy by the board.

Form 990, Page 6, Part VI, Line 11B

The procedures: the organization's management performs a preliminary review of the 990s received via email. The organization's management then reviews the final 990 with its board members at meeting with management and voted on for approval. Once approved, the firm is notified by the organization's management for processing.

Form 990, Page 6, Part VI, Line 12C

DESCRIBED IN SCHEDULE O

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
59-2767754
Phone
8669013172

Signing Officer

Name
Elliot Lowenstein
Title
Treasurer
Phone
8669013172
Signed
2015-02-10

Organization Details

Formed
1987
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
6

Preparer

Preparer
Carlos Trueba
Phone
3055932644
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The transplant foundation, inc. (the "transplant foundation") is a non- profit organization dedicated to the goal of helping the community by providing assistance for transplant patients and their families,educating the public on organ and tissue donation, and funding transplant research. Transplant foundation relies on contributions, memberships, and corporate and event sponsorships to support its mission. Since its inception in 1987, the foundation has sought to improve the care and treatment of those diagnosed with end-stage organ disease through advances in organ transplant medicine and expansion of services of transplant patients and their families.

Form 990, Page 2, Part III, Line 2

On may 22, 2013, the board of directors adopted a resolution to dissolve transplant house. During the year ended may 31, 2013, transplant house ceased operations, donated its remaining assets to other charities separate from transplant foundation, and transferred its remaining liabilities to transplant foundation in accordance with articles of incorporation and relevant internal revenue code regulations. On july 25, 2013, the articles of dissolution with the florida secretary of state were officially filed on august 7, 2013, which is the effective date of the voluntary dissolution. Also, during the fiscal year ended 2014, the organization expanded its services and began hosting usually various 'education forums' - a day long series of workshops relating to the pre- and post- transplant journey - in several areas in the state of florida to provide the widest reach for education and information to the patients, their families, health care professionals and workers, and the general community.

Form 990, Page 2, Part III, Line 3

During the fiscal year ended, the organization closed transplant house and ceased operations.

Form 990, Page 2, Part III, Line 4B

Additionally, program objectives are achieved by hosting usually various 'education forums' - a day long series of workshops relating to the pre- and post- transplant journey - in several areas in the state of florida to provide the widest reach for education and information to the patients, their families, health care professionals and workers, and the general community.

Form 990, Page 2, Part III, Line 4D

PUBLIC AWARENESS.

Form 990, Part IX, Line 24E

Office 3,977 12,241 7,258 contributed services & ma 319 1,200 21,573 membership 0 0 13,204 forums 12,215 0 0 computer 0 0 8,234 meeting and seminars 4,591 924 1,216 auto 2,624 890 1,276 specialty license plate 3,418 0 0 consulting 1,800 610 803 postage 0 0 2,505 dues & subscriptions 1,028 527 479 website 494 479 480 printing 0 0 830 other taxes and fees 12 10 10

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IRS990/OtherExpensesGrp/Desc3CONTRACTED SERVICES
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IRS990/OtherExpensesGrp/FundraisingAmt154349
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt085816
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt131846
IRS990/OtherExpensesGrp/ProgramServicesAmt061461
IRS990/OtherExpensesGrp/TotalAmt085816
IRS990/OtherExpensesGrp/TotalAmt168157
IRS990/OtherExpensesGrp/TotalAmt254349
IRS990/OtherExpensesGrp/TotalAmt331846
IRS990/OtherLiabilitiesGrp/BOYAmt0801
IRS990/OtherLiabilitiesGrp/EOYAmt04301
IRS990/OtherRevenueMiscGrp/Desc0IN KIND REVENUES
IRS990/OtherRevenueMiscGrp/Desc1MISC REVENUE
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IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL SERVICES: PUBLIC EDUCATION, COMMUNITY OUTREACH AND AWARENESS ARE ALL INTEGRAL PARTS OF THE ORGANIZATION'S EDUCATIONAL PROGRAMS. THE OVERALL OBJECTIVES OF THE EDUCATION EFFORTS ARE TO INCREASE PUBLIC AWARENESS OF THE NEED FOR ORGAN DONORS, DISPEL CULTURAL AND RELIGIOUS MYTHS, CHANGE NEGATIVE ATTITUDES, INCREASE CONFIDENCE IN DONATION, ENLIST MORE POTENTIAL DONORS, AND OBTAIN MORE DONATED ORGANS. THESE RESULTS ARE ACHIEVED BY PROVIDING MATERIALS AND TRAINED VOLUNTEERS AND STAFF TO ATTEND HEALTH FAIRS AND COMMUNITY EVENTS AROUND THE STATE OF FLORIDA. ADDITIONALLY, PROGRAM OBJECTIVES ARE ACHIEVED BY HOSTING USUALLY VARIOUS 'EDUCATION FORUMS' - A DAY LONG SERIES OF WORKSHOPS RELATING TO THE PRE- AND POST- TRANSPLANT JOURNEY - IN SEVERAL AREAS IN THE STATE OF FLORIDA TO PROVIDE THE WIDEST REACH FOR EDUCATION AND INFORMATION TO THE PATIENTS, THEIR FAMILIES, HEALTH CARE PROFESSIONALS AND WORKERS, AND THE GENERAL COMMUNITY.
IRS990/ProgSrvcAccomActy3Grp/Desc0RESEARCH ACTIVITIES: THE ORGANIZATION ENHANCES THE RESEARCH EFFORTS OF THE STATE OF FLORIDA'S TRANSPLANT CENTERS BY FACILITATING REQUESTS FOR ASSISTANCE IN FUNDING TRANSPLANT RELATED RESEARCH.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PUBLIC AWARENESS.
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYOtherRevenueAmt0116346
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IRS990/PYTotalRevenueAmt0613428
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IRS990/QuidProQuoContriDisclInd0true
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0276117
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0MIRACLE WALK
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRANSPLANT FOUNDATION, INC. (THE "TRANSPLANT FOUNDATION") IS A NON- PROFIT ORGANIZATION DEDICATED TO THE GOAL OF HELPING THE COMMUNITY BY PROVIDING ASSISTANCE FOR TRANSPLANT PATIENTS AND THEIR FAMILIES,EDUCATING THE PUBLIC ON ORGAN AND TISSUE DONATION, AND FUNDING TRANSPLANT RESEARCH. TRANSPLANT FOUNDATION RELIES ON CONTRIBUTIONS, MEMBERSHIPS, AND CORPORATE AND EVENT SPONSORSHIPS TO SUPPORT ITS MISSION. SINCE ITS INCEPTION IN 1987, THE FOUNDATION HAS SOUGHT TO IMPROVE THE CARE AND TREATMENT OF THOSE DIAGNOSED WITH END-STAGE ORGAN DISEASE THROUGH ADVANCES IN ORGAN TRANSPLANT MEDICINE AND EXPANSION OF SERVICES OF TRANSPLANT PATIENTS AND THEIR FAMILIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON MAY 22, 2013, THE BOARD OF DIRECTORS ADOPTED A RESOLUTION TO DISSOLVE TRANSPLANT HOUSE. DURING THE YEAR ENDED MAY 31, 2013, TRANSPLANT HOUSE CEASED OPERATIONS, DONATED ITS REMAINING ASSETS TO OTHER CHARITIES SEPARATE FROM TRANSPLANT FOUNDATION, AND TRANSFERRED ITS REMAINING LIABILITIES TO TRANSPLANT FOUNDATION IN ACCORDANCE WITH ARTICLES OF INCORPORATION AND RELEVANT INTERNAL REVENUE CODE REGULATIONS. ON JULY 25, 2013, THE ARTICLES OF DISSOLUTION WITH THE FLORIDA SECRETARY OF STATE WERE OFFICIALLY FILED ON AUGUST 7, 2013, WHICH IS THE EFFECTIVE DATE OF THE VOLUNTARY DISSOLUTION. ALSO, DURING THE FISCAL YEAR ENDED 2014, THE ORGANIZATION EXPANDED ITS SERVICES AND BEGAN HOSTING USUALLY VARIOUS 'EDUCATION FORUMS' - A DAY LONG SERIES OF WORKSHOPS RELATING TO THE PRE- AND POST- TRANSPLANT JOURNEY - IN SEVERAL AREAS IN THE STATE OF FLORIDA TO PROVIDE THE WIDEST REACH FOR EDUCATION AND INFORMATION TO THE PATIENTS, THEIR FAMILIES, HEALTH CARE PROFESSIONALS AND WORKERS, AND THE GENERAL COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DURING THE FISCAL YEAR ENDED, THE ORGANIZATION CLOSED TRANSPLANT HOUSE AND CEASED OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADDITIONALLY, PROGRAM OBJECTIVES ARE ACHIEVED BY HOSTING USUALLY VARIOUS 'EDUCATION FORUMS' - A DAY LONG SERIES OF WORKSHOPS RELATING TO THE PRE- AND POST- TRANSPLANT JOURNEY - IN SEVERAL AREAS IN THE STATE OF FLORIDA TO PROVIDE THE WIDEST REACH FOR EDUCATION AND INFORMATION TO THE PATIENTS, THEIR FAMILIES, HEALTH CARE PROFESSIONALS AND WORKERS, AND THE GENERAL COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PUBLIC AWARENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REVIEWED ANNUALY BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCEDURES: THE ORGANIZATION'S MANAGEMENT PERFORMS A PRELIMINARY REVIEW OF THE 990S RECEIVED VIA EMAIL. THE ORGANIZATION'S MANAGEMENT THEN REVIEWS THE FINAL 990 WITH ITS BOARD MEMBERS AT MEETING WITH MANAGEMENT AND VOTED ON FOR APPROVAL. ONCE APPROVED, THE FIRM IS NOTIFIED BY THE ORGANIZATION'S MANAGEMENT FOR PROCESSING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIBED IN SCHEDULE O
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OFFICE 3,977 12,241 7,258 CONTRIBUTED SERVICES & MA 319 1,200 21,573 MEMBERSHIP 0 0 13,204 FORUMS 12,215 0 0 COMPUTER 0 0 8,234 MEETING AND SEMINARS 4,591 924 1,216 AUTO 2,624 890 1,276 SPECIALTY LICENSE PLATE 3,418 0 0 CONSULTING 1,800 610 803 POSTAGE 0 0 2,505 DUES & SUBSCRIPTIONS 1,028 527 479 WEBSITE 494 479 480 PRINTING 0 0 830 OTHER TAXES AND FEES 12 10 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART IX, LINE 24E
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