Lifelink Legacy Fund

Nonprofit profile at a glance

EIN
593040982
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Tampa, FL, USA
Phone
8132532640
Rating
68
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$1,035,099
Expenses
$726,254
Assets
$12,232,092
Liabilities
$717,905

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • STEPHANIE HERNANDEZ (PRESIDENT & CEO)

Highest reported compensation

  • STEPHANIE HERNANDEZ (PRESIDENT & CEO): $913,162 total reported compensation
  • VICTOR BOWERS MD (DIRECTOR): $448,446 total reported compensation
  • PATRICK BRISLEY (TREASURER & CFO): $347,508 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To exclusively support lifelink foundation by assisting its donation related programs, providing financial assistance to organ transplant patients with transplant related medical expenses, and supporting research that advances organ and tissue donation and transplantation.

What it reported doing in 2024

Lifelink legacy fund is a non-profit supporting organization of lifelink foundation that provides funding to further the mission of saving lives through organ and tissue donation and transplantation. Aid for research and development, medical student research/intern programs and pre- and post-organ transplant patients in financial need are just a few of the impactive initiatives of lifelink legacy fund. For the year ended june 30, 2025, $351,185 was disbursed for all program service activities, of which $96,830 is net against related contributions on part viii, line 1d and the remaining $254,355 is reported as grants on part ix, line 1 and 2.(continued on schedule o)organ transplant patient assistance request (par) program: lifelink legacy fund continues to serve transplant patients in financial need. For the year ended june 30, 2025, the lifelink legacy fund served one hundred and nineteen (119) patient assistance requests totaling $70,183 to support short-term necessary expenses related to their transplant care, including medication, travel, and essential dental procedures, among others. These financial support programs are available to patients at partner organ transplant centers in Florida, Georgia, and puerto rico. Mission-related support of lifelink foundation: the organization operates exclusively as a supporting entity to lifelink foundation. During the filing year, the organization provided $96,830, in financial support to strengthen the foundation's organ and tissue donation programs, donor family services, and public education activities. These funds are net with total related contributions on part viii, line 1d. These funds supported operational needs essential to fulfilling the foundation's mission to honor donors and save lives. This activity's long term objective is to ensure continued capacity and sustainability for donation and transplantation programs benefiting patients, donor families, and the community.

Operating model

Revenue model
Investment-supported. 73% of the money available for current operations came from recurring investment income.
Distribution model
Hybrid. The nonprofit split its reported program spending across 54% for direct work, and 46% for grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 67
  • Transparency & Controls: 67
  • Accountability: 62
  • Sustainability: 73
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 67.3%; rating input score 67
  • Program expense ratio: 75.3%; rating input score 75
  • Fundraising efficiency: $12.25 raised per $1 spent on fundraising; rating input score 44; 44th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 8th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 95.9%; rating input score 96; 43rd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 50%; rating input score 50; 11th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 29.8%; rating input score 84; 84th percentile among comparable filings
  • Total-asset coverage ratio: 16.84; rating input score 95; 95th percentile among comparable filings
  • Liabilities to assets ratio: 0.06; rating input score 50; 50th percentile among comparable filings
  • Officer compensation ratio: 77.2%; rating input score 1; 1st percentile among comparable filings

Growth

  • Program expense growth: 4.3% per year; rating input score 100; 39th percentile among comparable filings
  • Revenue growth: 3.5% per year; rating input score 100; 34th percentile among comparable filings
  • Asset growth: 7.4% per year; rating input score 100; 49th percentile among comparable filings

Details

  • Where the money goes: 67.3% of revenue deployed · 75.3% of spending went to programs
  • Governance: 3 of 6 board members independent · 7 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $547K in reported program spending
  • Leadership: top reported pay $913K · 9 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 29 of 30 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Related organizations: 5 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Independent voting board scored 50/100.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 44/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Officer compensation ratio scored 1/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Liabilities to assets ratio scored 50/100.