OKLAHOMA BLOOD INSTITUTE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA BLOOD INSTITUTE (EIN 73-1008735)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2020-02-17
- IRS object ID
- 202010489349300801
- Schema version
- 2018v3.1
- 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 I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-17T07:17:31-06:00 | ReturnTs |
| Tax Period End | 2019-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E Wisconsin Ave | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731008735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oklahoma Blood Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RANDALL STARK | InCareOfNm |
| Business Name Control | OKLA | BusinessNameControlTxt |
| Phone | 4052975700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 North Lincoln Blvd | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDALL STARK | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 4052975700 | PhoneNum |
| Signature | 2020-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michelle L Weber | PreparerPersonNm |
| PTIN | P00556798 | PTIN |
| Phone | 4142898200 | PhoneNum |
| Preparation | 2020-02-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.229.29.128 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 39529020200485000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-02-17 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B7201E889B5261D4FDB5D523CB7956157A58434D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B7201E889B5261D4FDB5D523CB7956157A58434D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RANDALL STARK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 NORTH LINCOLN BLVD | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $109,006,622 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.obi.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | TO BE THE DONOR-TO-PATIENT LIFELINES; PROVIDING OUR COMMUNITIES AND MEDICAL PARTNERS SECURITY BY MEETING BLOOD TRANSFUSION AND HEALTH CARE NEEDS | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 1178 | TotalEmployeeCnt |
| Total Volunteers | 5091 | TotalVolunteersCnt |
| Total Gross UBI | $75,793 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $54,235 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $521,325 | PYContributionsGrantsAmt |
| CY Contributions Grants | $245,775 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $101,675,799 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $106,904,623 | CYProgramServiceRevenueAmt |
| PY Investment Income | $45,281 | PYInvestmentIncomeAmt |
| CY Investment Income | $133,814 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,137,169 | PYOtherRevenueAmt |
| CY Other Revenue | $1,410,854 | CYOtherRevenueAmt |
| PY Total Revenue | $103,379,574 | PYTotalRevenueAmt |
| CY Total Revenue | $108,695,066 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $230,896 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $197,154 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $52,718,501 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,415,499 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $175,029 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $48,659,532 | PYOtherExpensesAmt |
| CY Other Expenses | $49,360,533 | CYOtherExpensesAmt |
| PY Total Expenses | $101,608,929 | PYTotalExpensesAmt |
| CY Total Expenses | $104,973,186 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,770,645 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,721,880 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,891,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,238,299 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,379,279 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,764,031 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,512,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,474,268 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OKLAHOMA BLOOD INSTITUTE'S (OBI'S) MISSION IS TO BE THE DONOR-TO-PATIENT LIFELINES BY PROVIDING OUR COMMUNITIES AND MEDICAL PARTNERS SECURITY BY MEETING BLOOD TRANSFUSION AND HEALTH CARE NEEDS. FOR THE FISCAL YEAR ENDED MARCH 31, 2019, OBI MANAGED THE LIFE-SAVING BLOOD DONATIONS OF 181,107 PEOPLE IN THE REGION. OF THESE DONATIONS, 384,531 UNITS OF BLOOD WERE DELIVERED TO PATIENTS IN 237 HOSPITALS AND AIR AMBULANCE SERVICES ACROSS THE REGION. PRIOR TO RECEIVING DONATIONS AND PROVIDING TRANSFUSIONS, OBI HAD TO UNDERGO AN IMMENSE AMOUNT OF FDA-REGULATED PROCESSING AND TESTING FOR DONOR AND BLOOD RECIPIENT SAFETY. VOLUNTEER BLOOD DONORS GIVE WHAT CANNOT BE CREATED AND PROVIDED FROM ANY OTHER MEANS. OBI RECRUITS DONORS, PROVIDES SKILLED MEDICAL STAFF, TECHNOLOGY AND FACILITIES TO COLLECT BLOOD FROM DONORS. LAB PROFESSIONALS UNDER THE MEDICAL SUPERVISION OF PHYSICIANS PREPARE THE BLOOD FOR TRANSFUSION AND ADMINISTER 15 SAFETY TESTS. ALL MUST BE DONE WITH UTMOST URGENCY AND AROUND THE CLOCK, | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $88,009,851 | ExpenseAmt |
| Revenue | $95,555,345 | RevenueAmt |
| Desc | SERVICE FEES FOR BLOOD PRODUCTS - AS THE SIXTH-LARGEST BLOOD CENTER IN THE U.S., OBI MANAGED 181,107 LIFE-SAVING BLOOD DONATIONS IN THE REGION DURING FISCAL YEAR 2019. OUR COMPLEX TECHNOLOGICAL INFRASTRUCTURE AND RARE MEDICAL EXPERTISE ALLOWS OBI TO PROVIDE SAFE AND ADEQUATE BLOOD TO PATIENTS IN AREA HOSPITALS. OUR RIGOROUS SAFETY MEASURES AND THE TIRELESS EFFORTS OF OUR MEDICAL LABORATORY STAFF ENSURE THAT THE DONATED BLOOD IS SAFE AND AVAILABLE TO SAVE LIVES. SEE SCHEDULE O FOR MORE INFORMATION ON THE SCOPE OF THIS EXTENSIVE OPERATION OR VISIT OBI.ORG. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,728,116 | ExpenseAmt |
| Revenue | $7,728,116 | RevenueAmt |
| Desc | TESTING SERVICES - OBIS TESTING LABORATORY IS AMONG THE MOST ADVANCED IN THE NATION AND ENSURES A SAFE BLOOD SUPPLY FOR THE MEDICAL PROVIDERS WE SERVE. OBI ALSO WORKS HAND IN HAND TO ASSIST OTHER BLOOD CENTERS, CLINICS AND ORGAN DONATION ORGANIZATIONS. OUR LABORATORYS CUTTING-EDGE TECHNOLOGY PROVIDES THESE CLIENTS WITH THE EFFICIENT TURNAROUND REQUIRED FOR HIGHLY SPECIALIZED BLOOD TESTING. MAINTAINING STRICT AABB-ACCREDITATION AND FDA-LICENSING STANDARDS, OUR LAB PROVIDES NUCLEIC ACID TESTING AND SEROLOGICAL AND VIRAL MARKER SCREENING TESTS, INCLUDING A WIDE RANGE OF SCREENING ASSAYS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,477,972 | ExpenseAmt |
| Revenue | $2,399,039 | RevenueAmt |
| Desc | PATIENT CARE REVENUE - THERAPEUTIC APHERESIS SERVICES FOR PATIENTS AT AREA HOSPITALS ARE PROVIDED BY SPECIALLY-TRAINED REGISTERED NURSES UNDER THE DIRECTION OF TRANSFUSION MEDICINE PHYSICIANS. PATIENTS UNDERGO TREATMENTS THAT REMOVE HARMFUL PROTEINS, CHEMICALS OR CELLS IN THE BLOOD THAT CONTRIBUTE TO A VARIETY OF LIFE-THREATENING DISEASES OR TRANSPLANT COMPLICATIONS. BASED ON PATIENTS' CONDITIONS, SPECIFIC OFFENDING AGENTS OR COMPONENTS OF THE BLOOD ARE ISOLATED AND IRRADIATED OR REMOVED. AFTER THIS INTRICATE PROCESSING, PATIENTS RECEIVE THEIR TREATED BLOOD TO RESTORE HEALTH. FOR MORE INFORMATION, VISIT OBI.ORG/ABOUT-US/THERAPEUTIC-PHLEBOTOMY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,803,390 | $197,154 | $885,420 | MISCELLANEOUS |
| $721,707 | $415,970 | CELL THERAPY | |
| $395,984 | $806,153 | BLOOD PRODUCT DERIVATIVES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,921,081 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $197,154 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $2,107,543 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $101,137,020 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 84 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1178 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDALL STARK | PersonNm |
| Phone | 4052975700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 NORTH LINCOLN BLVD | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN B ARMITAGE MD | ||||||||
| President/CEO/Medical Director | 50.0 | 8.5 | Yes (X) | Yes (X) | $581,268 | $0 | $70,848 | |
| RICHARD BOATSMAN MD | ||||||||
| Chair | 3.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID R CARPENTER | ||||||||
| Vice-Chair | 3.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN ADAMS | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $1,500 | $0 | $0 | ||
| FRANK BARNETT MD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BRIDWELL | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LARRY BOOKMAN MD | ||||||||
| BOARD MEMBER | 1.0 | 2.0 | Yes (X) | $12,000 | $0 | $0 | ||
| SCOTT CALHOON MD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $500 | $0 | $0 | ||
| JENNIFER HOLTER-CHAKRABARTY MD | ||||||||
| BOARD MEMBER - THRU 09/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SAM DAHR MD | ||||||||
| BOARD MEMBER - THRU 12/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID A FLACK MD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JAY ALLEN GREGORY MD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JEAN HAUSHEER MD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOE M HODGES | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $1,500 | $0 | $0 | ||
| HENRY J HOOD | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $12,000 | $0 | $0 | ||
| RANDAL C JUENGEL MD | ||||||||
| BOARD MEMBER | 4.0 | 3.0 | Yes (X) | $12,000 | $0 | $0 | ||
| KEVIN R MOORE | ||||||||
| BOARD MEMBER - AS OF 01/2019 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WH OEHLERT MD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JUDY GOFORTH PARKER PHD RN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GARY L PATZKOWSKY DO | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MYRON POPE EDD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG SPERRY | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PAUL STOUT MD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EVAN VINCENT | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $12,000 | $0 | $0 | ||
| KRISTI WEABER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GARLAND WILKINSON | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PHYLLIS WORLEY | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TUAN LE MD | ||||||||
| CHIEF MEDICAL OFFICER | 50.0 | 0.0 | Yes (X) | $300,801 | $0 | $57,848 | ||
| RANDALL STARK | ||||||||
| CFO/TREASURER | 50.0 | 7.0 | Yes (X) | $257,887 | $0 | $31,435 | ||
| KIM J VAN ANTWERPEN | ||||||||
| VP, TECHNICAL OPERATIONS | 50.0 | 0.0 | Yes (X) | $196,682 | $0 | $34,624 | ||
| CHARLES MOONEY JR | ||||||||
| VP, QUALITY MGMT & NEW VENTURE | 50.0 | 0.0 | Yes (X) | $181,072 | $0 | $64,021 | ||
| REGINA GARDNER | ||||||||
| VP, DONOR SERVICES | 50.0 | 0.0 | Yes (X) | $179,491 | $0 | $12,174 | ||
| TERRY RIDENOUR | ||||||||
| VP, SUB-CENTER OPERATIONS | 50.0 | 0.0 | Yes (X) | $173,534 | $0 | $22,682 | ||
| JERRY E POTTER | ||||||||
| CHIEF INFORMATION OFFICER | 50.0 | 0.0 | Yes (X) | $169,056 | $0 | $19,811 | ||
| DAREN COATS | ||||||||
| VP, WESTERN OPERATIONS | 50.0 | 0.0 | Yes (X) | $159,708 | $0 | $20,557 | ||
| TAMARA J WHITELEY | ||||||||
| VP, COMMUNITY RELATIONS | 50.0 | 0.0 | Yes (X) | $157,216 | $0 | $28,719 | ||
| JAMES W SMITH MD PHD | ||||||||
| CHIEF MEDICAL OFFICER | 20.0 | 0.0 | Yes (X) | $155,818 | $0 | $10,214 | ||
| MARK E PATTERSON | ||||||||
| VP FIN & CORP DEV-THRU 07/2018 | 50.0 | 3.0 | Yes (X) | $129,705 | $0 | $11,528 | ||
| MICHAEL STEVENSON MD | ||||||||
| MEDICAL DIRECTOR | 50.0 | 0.0 | $212,865 | $0 | $16,607 | Yes (X) | ||
| DEBRA SMITH MD PHD | ||||||||
| MEDICAL DIRECTOR | 50.0 | 0.0 | $194,318 | $0 | $20,316 | Yes (X) | ||
| JOSEPH R MCNEIL | ||||||||
| DIRECTOR OF H.R. | 50.0 | 0.0 | $150,315 | $0 | $12,960 | Yes (X) | ||
| PAM KELLY | ||||||||
| DIRECTOR OF I.T. APPLICATIONS | 50.0 | 0.0 | $147,748 | $0 | $9,905 | Yes (X) | ||
| GARY J LYNCH | ||||||||
| SUSTAINABILITY OFFICER | 50.0 | 0.0 | $134,288 | $0 | $21,897 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,533,272 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $466,146 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 47 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS | |||||
| PO Box 207463 | DALLAS | TX | 753207463 | Benefits Admin | $1,490,290 |
| UNITED MECHANICAL SERVICE INC | |||||
| 117 NE 38th Terrace | OKLAHOMA CITY | OK | 731052403 | Bldg Maintenance | $454,412 |
| EXPRESS SERVICES INC | |||||
| PO Box 269011 | OKLAHOMA CITY | OK | 73126 | Employment Agency | $347,196 |
| R-E SOLUTIONS | |||||
| PO Box 456 | BETHANY | OK | 73008 | PRODUCT LABEL MGMT | $302,896 |
| PEAK MEDIA LLC | |||||
| 6016 NW 154th street | EDMOND | OK | 73013 | Marketing | $285,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $50,000 | RelatedOrganizationsAmt |
| All Other Contributions | $195,775 | AllOtherContributionsAmt |
| Noncash Contributions | $407 | NoncashContributionsAmt |
| Total Contributions | $245,775 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| SERVICE FEES | 900099 | $95,555,345 | $95,555,345 | $0 | $0 |
| LABORATORY FEES | 621990 | $7,728,116 | $7,722,713 | $5,403 | $0 |
| PATIENT CARE SERVICES FEES | 900099 | $2,399,039 | $2,399,039 | $0 | $0 |
| DERIVATIVES | 900099 | $806,153 | $806,153 | $0 | $0 |
| CELL THERAPY | 900099 | $415,970 | $415,970 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $106,904,623 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,758 | TotalRevenueColumnAmt |
| Exclusion | $90,758 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $687 | TotalRevenueColumnAmt |
| Exclusion | $687 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $380,122 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $309,732 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $70,390 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,390 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $70,390 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $44,880 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,824 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $43,056 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,056 | TotalRevenueColumnAmt |
| Exclusion | $43,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| PATRONAGE DIVIDENDS | 900099 | $316,753 | $0 | $0 | $316,753 |
| MISCELLANEOUS SUPPLIES | 900099 | $255,169 | $255,169 | $0 | $0 |
| CONTACT CENTER | 900099 | $238,954 | $238,954 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $528,901 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $391,297 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $137,604 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,339,777 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,695,066 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $107,784,640 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $75,793 | UnrelatedBusinessRevenueAmt |
| Exclusion | $588,858 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,154 | TotalAmt |
| Program Services | $197,154 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,953,680 | TotalAmt |
| Program Services | $1,633,234 | ProgramServicesAmt |
| Management And General | $1,320,446 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,659 | TotalAmt |
| Program Services | $81,659 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,369,403 | TotalAmt |
| Program Services | $40,390,654 | ProgramServicesAmt |
| Management And General | $833,812 | ManagementAndGeneralAmt |
| Fundraising | $144,937 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,252 | TotalAmt |
| Program Services | $707,954 | ProgramServicesAmt |
| Management And General | -$5,503 | ManagementAndGeneralAmt |
| Fundraising | $2,801 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,271,616 | TotalAmt |
| Program Services | $7,258,363 | ProgramServicesAmt |
| Management And General | $6,262 | ManagementAndGeneralAmt |
| Fundraising | $6,991 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,033,889 | TotalAmt |
| Program Services | $2,888,626 | ProgramServicesAmt |
| Management And General | $135,263 | ManagementAndGeneralAmt |
| Fundraising | $10,000 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,908 | TotalAmt |
| Management And General | $48,908 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,115 | TotalAmt |
| Management And General | $117,115 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,218 | TotalAmt |
| Management And General | $38,218 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $792,680 | TotalAmt |
| Program Services | $572,131 | ProgramServicesAmt |
| Management And General | $220,549 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,038 | TotalAmt |
| Program Services | $602,038 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,642 | TotalAmt |
| Program Services | $489,926 | ProgramServicesAmt |
| Management And General | $73,464 | ManagementAndGeneralAmt |
| Fundraising | $1,252 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,100,182 | TotalAmt |
| Program Services | $1,100,182 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,311,915 | TotalAmt |
| Program Services | $3,311,915 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,261 | TotalAmt |
| Program Services | $306,838 | ProgramServicesAmt |
| Management And General | $57,499 | ManagementAndGeneralAmt |
| Fundraising | $1,924 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,512 | TotalAmt |
| Program Services | $74,815 | ProgramServicesAmt |
| Management And General | $53,619 | ManagementAndGeneralAmt |
| Fundraising | $78 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,865,150 | TotalAmt |
| Program Services | $4,611,647 | ProgramServicesAmt |
| Management And General | $250,527 | ManagementAndGeneralAmt |
| Fundraising | $2,976 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,832 | TotalAmt |
| Program Services | $234,380 | ProgramServicesAmt |
| Management And General | $11,452 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $26,789,688 | $26,789,669 | $19 | $0 |
| EQUIPMENT REPAIR | $2,510,983 | $2,499,565 | $7,874 | $3,544 |
| MOTOR VEHICLES | $2,141,689 | $2,077,977 | $63,712 | $0 |
| DONOR RECOGNITION | $1,294,523 | $1,230,477 | $64,046 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,442,197 | TotalAmt |
| Program Services | $4,077,816 | ProgramServicesAmt |
| Management And General | $363,855 | ManagementAndGeneralAmt |
| Fundraising | $526 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,973,186 | TotalAmt |
| Program Services | $101,137,020 | ProgramServicesAmt |
| Management And General | $3,661,137 | ManagementAndGeneralAmt |
| Fundraising | $175,029 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,967 | BOYAmt |
| EOY | $1,967 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,546,241 | BOYAmt |
| EOY | $14,350,397 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,799,874 | BOYAmt |
| EOY | $16,461,902 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,333,328 | BOYAmt |
| EOY | $4,614,374 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,268,446 | BOYAmt |
| EOY | $1,259,285 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $62,619,691 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,103,607 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,353,808 | BOYAmt |
| EOY | $26,516,084 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,135 | BOYAmt |
| EOY | $469,821 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,513,179 | BOYAmt |
| EOY | $3,339,058 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,857,301 | BOYAmt |
| EOY | $3,225,411 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,891,279 | BOYAmt |
| EOY | $70,238,299 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,462,639 | BOYAmt |
| EOY | $14,256,265 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,286 | BOYAmt |
| EOY | $571,428 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,991,122 | BOYAmt |
| EOY | $7,572,221 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,211,232 | BOYAmt |
| EOY | $1,364,117 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,379,279 | BOYAmt |
| EOY | $23,764,031 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,512,000 | BOYAmt |
| EOY | $46,474,268 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,512,000 | BOYAmt |
| EOY | $46,474,268 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,891,279 | BOYAmt |
| EOY | $70,238,299 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,721,880 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $211,076 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $29,312 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $919,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,781,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,217,426 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $521,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $245,775 | CurrentTaxYearAmt |
| Total | $6,685,361 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,428,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,559,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $94,414,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,261,511 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,784,640 | CurrentTaxYearAmt |
| Total | $471,448,325 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,348,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,340,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,631,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,782,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,030,415 | CurrentTaxYearAmt |
| Total | $478,133,686 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,780,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,730,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,524,656 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,797,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,784,495 | CurrentTaxYearAmt |
| Total | $192,618,047 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,780,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,730,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,524,656 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,797,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,784,495 | CurrentTaxYearAmt |
| Total | $192,618,047 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $285,515,639 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $386,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $359,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $382,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,445 | CurrentTaxYearAmt |
| Total | $1,246,430 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $386,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $359,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $382,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,445 | CurrentTaxYearAmt |
| Total | $1,246,430 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $54,235 | CurrentTaxYearAmt |
| Total | $54,235 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $639,198 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $476,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $693,755 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $507,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $454,356 | CurrentTaxYearAmt |
| Total | $2,771,121 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,373,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,176,677 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,707,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,316,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,630,451 | CurrentTaxYearAmt |
| Total | $482,205,472 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.59210 | PublicSupportCY509Pct |
| Public Support PY509 | 0.58210 | PublicSupportPY509Pct |
| Investment Income CY | 0.00259 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00330 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $683,594 | OtherCostOrOtherBasisAmt |
| Book Value | $683,594 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,819,618 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,903,665 | DepreciationAmt |
| Book Value | $8,915,953 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,318,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,513,390 | DepreciationAmt |
| Book Value | $7,805,565 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,184,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,674,784 | DepreciationAmt |
| Book Value | $6,509,865 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,612,875 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,011,768 | DepreciationAmt |
| Book Value | $2,601,107 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,516,084 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION - 457B | Desc |
| Amt | $1,364,117 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,364,117 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) | FormAndLineReferenceDesc |
| Explanation | SCHEDULE D, PART X, LINE 2 HOLDING, THE INSTITUTE, OBI REAL ESTATE COMPANY, OBI REAL ESTATE COMPANY 2, GLOBAL BLOOD FUND AND THE FOUNDATION ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE COMPANY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENTS RECOGNITION MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE THAN LIKELY NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. HOLDING, THE INSTITUTE, GLOBAL BLOOD FUND, AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH THEY ARE SUBJECT TO TAX ON INCOME UNRELATED TO THEIR EXEMPT PURPOSES, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. THE COMPANY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE INSTITUTE GENERATES UNRELATED BUSINESS INCOME THROUGH CERTAIN TESTING AND DEBT-FINANCED LEASING ACTIVITIES, THE TAXES ON WHICH HAVE HISTORICALLY BEEN INCONSEQUENTIAL AND ARE INCLUDED IN THE ALLOCATED EXPENSES REPORTED IN THE COMBINED STATEMENTS OF ACTIVITIES. THE INSTITUTE HAS FILED FEDERAL AND STATE OF OKLAHOMA INCOME TAX RETURNS TO REPORT UNRELATED BUSINESS INCOME AND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR TAX YEARS BEFORE 2015. THE COMPANY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. ON DECEMBER 22, 2017, TAX REFORM LEGISLATION COMMONLY KNOWN AS THE TAX CUTS AND JOBS ACT OF 2017 (THE ACT) WAS PASSED; RESULTING IN SIGNIFICANT MODIFICATIONS TO EXISTING TAX LAW. THERE WERE NO MATERIAL EFFECTS ON THE COMPANYS FINANCIAL STATEMENTS AS A RESULT OF THE ACT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Global Blood Fund | ||||||||
| 1001 N Lincoln Blvd | Oklahoma City | OK | 73104 | 392071848 | 501(c)(3) | $176,304 | $0 | Support Mission |
| Greater Oklahoma City Chamber of Commerce | ||||||||
| 123 Park Ave | Oklahoma City | OK | 73102 | 730381180 | 501(c)(6) | $10,000 | $0 | Forward Oklahoma City Program |
| United Way of Central Oklahoma | ||||||||
| PO Box 248919 | Oklahoma City | OK | 73124 | 730589829 | 501(c)(3) | $6,250 | $0 | Campaign Corporate Gift |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING THE USE OF GRANT FUNDS IN THE U.S. | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART I, LINE 2 GLOBAL BLOOD FUND: THIS CHARITY (OF WHICH OBI IS THE SOLE MEMBER) HAS A MISSION TO IMPROVE TRANSFUSION CARE IN THE DEVELOPING WORLD. THIS IS CONSIDERED A NATURAL EXTENSION OF OBI'S PURPOSE TO SAVE PATIENT LIVES THROUGH BLOOD PRODUCTS PROVIDED IN OUR LOCAL SETTINGS. THE OBI EXECUTIVE COMMITTEE AND ENTIRE BOARD OF DIRECTORS BOTH REVIEWED AND APPROVED THIS CONTRIBUTION IN ADVANCE. Greater Oklahoma City Chamber of Commerce: This contribution supported efforts to advance civic progress, most relevantly the growth and development of the Innovation District which is intended to elevate the work space and business climate in and around the location of OBIs main operational and employment locations. United Way of Central Oklahoma: This is an annual company contribution to the fundraising campaign to support the mission specifically, "United Way of Central Oklahoma is committed to improve the health, safety, education and economic well-being of individual families in need in central Oklahoma by connecting community resources with responsive and accountable health and human service agencies." | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN B ARMITAGE MD | ||||||||||||||
| President/CEO/Medical Director | $508,693 | $0 | $50,075 | $0 | $22,500 | $0 | $16,500 | $0 | $54,348 | $0 | $652,116 | $0 | $0 | $0 |
| TUAN LE MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $289,426 | $0 | $1,375 | $0 | $10,000 | $0 | $5,500 | $0 | $52,348 | $0 | $358,649 | $0 | $0 | $0 |
| RANDALL STARK | ||||||||||||||
| CFO/TREASURER | $241,173 | $0 | $6,375 | $0 | $10,339 | $0 | $5,338 | $0 | $26,097 | $0 | $289,322 | $0 | $0 | $0 |
| KIM J VAN ANTWERPEN | ||||||||||||||
| VP, TECHNICAL OPERATIONS | $183,631 | $0 | $5,375 | $0 | $7,676 | $0 | $4,066 | $0 | $30,558 | $0 | $231,306 | $0 | $0 | $0 |
| CHARLES MOONEY JR | ||||||||||||||
| VP, QUALITY MGMT & NEW VENTURE | $171,697 | $0 | $1,875 | $0 | $7,500 | $0 | $4,023 | $0 | $59,998 | $0 | $245,093 | $0 | $0 | $0 |
| REGINA GARDNER | ||||||||||||||
| VP, DONOR SERVICES | $171,116 | $0 | $875 | $0 | $7,500 | $0 | $3,652 | $0 | $8,522 | $0 | $191,665 | $0 | $0 | $0 |
| TERRY RIDENOUR | ||||||||||||||
| VP, SUB-CENTER OPERATIONS | $160,659 | $0 | $5,375 | $0 | $7,500 | $0 | $3,572 | $0 | $19,110 | $0 | $196,216 | $0 | $0 | $0 |
| JERRY E POTTER | ||||||||||||||
| CHIEF INFORMATION OFFICER | $158,164 | $0 | $3,392 | $0 | $7,500 | $0 | $3,481 | $0 | $16,330 | $0 | $188,867 | $0 | $0 | $0 |
| DAREN COATS | ||||||||||||||
| VP, WESTERN OPERATIONS | $151,733 | $0 | $475 | $0 | $7,500 | $0 | $3,312 | $0 | $17,245 | $0 | $180,265 | $0 | $0 | $0 |
| TAMARA J WHITELEY | ||||||||||||||
| VP, COMMUNITY RELATIONS | $147,341 | $0 | $2,375 | $0 | $7,500 | $0 | $3,340 | $0 | $25,379 | $0 | $185,935 | $0 | $0 | $0 |
| JAMES W SMITH MD PHD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $155,143 | $0 | $675 | $0 | $0 | $0 | $3,150 | $0 | $7,064 | $0 | $166,032 | $0 | $0 | $0 |
| MICHAEL STEVENSON MD | ||||||||||||||
| MEDICAL DIRECTOR | $203,990 | $0 | $1,375 | $0 | $7,500 | $0 | $4,288 | $0 | $12,319 | $0 | $229,472 | $0 | $0 | $0 |
| DEBRA SMITH MD PHD | ||||||||||||||
| MEDICAL DIRECTOR | $185,443 | $0 | $1,375 | $0 | $7,500 | $0 | $3,986 | $0 | $16,330 | $0 | $214,634 | $0 | $0 | $0 |
| JOSEPH R MCNEIL | ||||||||||||||
| DIRECTOR OF H.R. | $149,240 | $0 | $1,075 | $0 | $0 | $0 | $3,096 | $0 | $9,864 | $0 | $163,275 | $0 | $0 | $0 |
| PAM KELLY | ||||||||||||||
| DIRECTOR OF I.T. APPLICATIONS | $143,323 | $0 | $4,425 | $0 | $0 | $0 | $2,985 | $0 | $6,920 | $0 | $157,653 | $0 | $0 | $0 |
| GARY J LYNCH | ||||||||||||||
| SUSTAINABILITY OFFICER | $133,913 | $0 | $375 | $0 | $0 | $0 | $2,787 | $0 | $19,110 | $0 | $156,185 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Nonfixed Payments | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J, PART I, LINE 7 THE CEO HAS THE POTENTIAL OF EARNING A BONUS BASED ON CEO PERFORMANCE CRITERIA, REGULATORY COMPLIANCE, ORGANIZATIONAL GROWTH, MAINTAINING CUSTOMERS, ACQUIRING NEW CUSTOMERS, CUSTOMER SERVICE, PUBLIC PERCEPTION, AND ALLOWING NO SHORTAGE OF BLOOD PRODUCTS TO HOSPITAL CUSTOMERS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MARTA PATTERSON | |||
| WIFE OF OFFICER | $111,507 | SALARY 83,320 BENEFITS 28,187 | false |
| TINA COATS | |||
| WIFE OF OFFICER | $97,634 | SALARY 90,343 BENEFITS 7,291 | false |
| CATHERINE ARMITAGE | |||
| WIFE OF OFFICER | $81,659 | SALARY 80,062 BENEFITS 1,597 | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE L, PART IV THE ABOVE BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS ARE PROVIDED TO OBI AT OR BELOW FAIR VALUE AND ARE IN THE NORMAL COURSE OF BUSINESS. ALL DECISIONS TO ENTER INTO THESE TRANSACTIONS WERE REVIEWED IN ACCORDANCE WITH OUR CONFLICT OF INTEREST POLICY AND THE INTERESTED PERSONS WERE EXCLUDED FROM THE DECISIONS MAKING PROCESS. TINA COATS: SHE WAS EMPLOYED THRU 06/01/2018 IN A DEPARTMENT (DONOR SERVICES) OUTSIDE THE HIRING AND REPORTING RESPONSIBILITIES OF HER HUSBAND, DAREN COATS (WESTERN OPERATIONS). EXECUTIVE MANAGEMENT WAS AWARE OF THE RELATIONSHIP AND FOUND NO GOVERNANCE CONCERNS WITH MRS. COATS' CANDIDACY AND HIRING. MARTA PATTERSON: SHE WAS HIRED BY OBI PRIOR TO ESTABLISHING A RELATIONSHIP WITH MARK PATTERSON. SHE WAS EMPLOYED IN A DEPARTMENT (QUALITY MANAGEMENT) OUTSIDE THE REPORTING RESPONSIBILITY OF HER HUSBAND (FINANCE AND CORPORATE DEVELOPMENT). CATHERINE ARMITAGE: SHE WAS EMPLOYED TO DO CONTRACT WORK FOR GLOBAL BLOOD FUND THAT WAS ENTIRELY SUPPORTED FINANCIALLY BY A GRANT FROM AN OUTSIDE ORGANIZATION. THE OBI EXECUTIVE COMMITTEE AND ENTIRE BOARD OF DIRECTORS WERE BOTH AWARE OF THE RELATIONSHIP AND FOUND NO GOVERNANCE CONCERNS WITH MRS. ARMITAGE'S CANDIDACY AND HIRING. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4D EXPENSES: $721,707 GRANTS: REVENUE: $415,970 THE CELL THERAPY PROGRAM IS INVOLVED WITH COLLECTIONS OF STEM CELLS AND CORD BLOOD FROM PATIENTS, TESTING AND MANUFACTURING THE PRODUCTS FOR PATIENT USES. EXPENSES: $395,984 GRANTS: REVENUE: $806,153 DERIVATIVES ARE A PRODUCT MANUFACTURED FROM A RAW MATERIAL BYPRODUCT OF BLOOD COLLECTION. OBI COLLECTS THIS MATERIAL, WHICH IS UNUSABLE FOR BLOOD TRANSFUSION, AND DISTRIBUTES THIS BYPRODUCT TO PLASMA MANUFACTURERS WHICH, IN TURN, USE IT IN THE PRODUCTION OF A BIOLOGICAL DRUG. EXPENSES: $1,803,390 GRANTS: $197,154 REVENUE: $885,420 OTHER MISCELLANEOUS REVENUE COMES FROM OTHER SOURCES DIRECTLY RELATED TO THE TAX-EXEMPT PURPOSE OF THE ORGANIZATION SUCH AS CONSULTING AND DEVELOPMENT PROVIDED TO OTHER NONPROFIT BLOOD CENTERS. |
| Executive Committee | FORM 990, PART VI, LINE 1 THE MEMBERS OF THE BOARD OF DIRECTORS OF THE OBI HOLDING COMPANY SHALL ALSO COMPRISE THE EXECUTIVE COMMITTEE OF THE CORPORATION, AND SHALL CONSIST OF THE CHAIRPERSON, VICE CHAIRPERSON, PRESIDENT AND FOUR OTHER MEMBERS OF THE BOARD OF DIRECTORS ELECTED BY A VOTE OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR THE MANAGEMENT OF ALL FUNDS OF THE CORPORATION, SHALL HAVE AUTHORITY TO SUPERVISE, MANAGE AND DIRECT ALL BUSINESS AFFAIRS OF THE CORPORATION AND SHALL ALSO DETERMINE THE NON-MEDICAL POLICIES OF THE CORPORATION, SUBJECT TO APPROVAL OF THE BOARD OF DIRECTORS. |
| Member of the Organization | FORM 990, PART VI, LINES 6 & 7A OBI HOLDING COMPANY IS THE SOLE CORPORATE MEMBER OF OKLAHOMA BLOOD INSTITUTE (OBI) AND OBI FOUNDATION. AS SOLE CORPORATE MEMBER, OBI HOLDING COMPANY'S DUTIES INCLUDE (BUT ARE NOT LIMITED TO), ELECTION OF THE BOARD OF DIRECTORS AND PRESIDENT OF OBI. DIRECTORS OF OBI ARE LARGELY ELECTED AT THE ANNUAL MEETING OF THE CORPORATION. TWO DIRECTORS ARE APPOINTED BY TWO UNRELATED ASSOCIATIONS / SOCIETIES. ADDITIONALLY, OFFICERS AND MANAGEMENT OF THE ORGANIZATION ARE VESTED IN THE SAME INDIVIDUALS. |
| Form 990 Review | FORM 990, PART VI, LINE 11B OBI HAS THE ANNUAL IRS FORM 990 REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IN A JOINT MEETING WITH THE COMPANY'S EXTERNAL AUDITORS PRIOR TO FILING. THE COMMITTEE RECEIVES A COPY OF THE FORM 990 PRIOR TO THE MEETING AND KEY SECTIONS ON GOVERNANCE, POLICIES, COMPENSATION AND PROGRAM EXPENSES ARE REVIEWED. THE REVIEW IS COMPLETED AND THE MEETING IS DOCUMENTED WITHIN THE MINUTES, WHICH BECOMES PART OF BOTH COMMITTEES' PERMANENT FILES. AT THE CONCLUSION OF THE REVIEW, THE ENTIRE BOARD IS PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING. |
| Conflict of Interest Policy | FORM 990, PART VI, LINE 12C OBI'S CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL BOARD MEMBERS AND OFFICERS ON AN ANNUAL BASIS AND THEY ARE REQUIRED TO SIGN ANNUAL CONFLICT OF INTEREST AND CONFIDENTIALITY STATEMENTS EACH YEAR. EXECUTED COPIES OF THE CONFLICT OF INTEREST AND CONFIDENTIALITY STATEMENTS ARE MAINTAINED IN THE CORPORATE RECORDS AND THE CHAIR OF THE AUDIT/RISK MANAGEMENT COMMITTEE AND EXECUTIVE COMMITTEE ARE INFORMED OF ANY CONFLICTS DISCLOSED. IF A CONFLICT DOES EXIST, THE MEMBER WOULD RECUSE THEMSELVES FROM ANY VOTES OR DISCUSSIONS RELATED TO THE AREA OF CONFLICT. OBI MAINTAINS A CONFIDENTIAL DISCLOSURE HOT LINE AND WEBSITE THAT ALLOWS EMPLOYEES TO ANONYMOUSLY REPORT ANY CONCERNS OR POTENTIAL CONFLICTS OF INTEREST. ALL REPORTS ARE SENT THROUGH THE SENIOR H.R. EMPLOYEE, AND SIGNIFICANT ISSUES ARE FORWARDED TO THE CHAIR OF THE AUDIT/RISK MANAGEMENT COMMITTEE. |
| Compensation Review | FORM 990, PART VI, LINES 15A & 15B AS LEADERS OF THE STATES LARGEST BIOPHARMACEUTICAL ORGANIZATION, A 880-PLUS STAFF ENTITY, THE ROLES OF CEO AND OTHER PHYSICIANS AND EXECUTIVES REQUIRE A RARE BLEND OF ASTUTE ORGANIZATIONAL LEADERSHIP, VISION, FIDUCIARY MANAGEMENT, ADVANCED MEDICAL SPECIALIZATION AND EXPERTISE IN THE UNIQUE SCIENTIFIC FIELD OF TRANSFUSION MEDICINE. EXECUTIVES HAVE RESPONSIBILITY FOR 19 OPERATIONAL FACILITIES ACROSS 10 MAJOR MARKETS IN THE REGION AND THE DAY-TO-DAY PROVISION OF A SAFE AND SUFFICIENT BLOOD SUPPLY TO MEET THE NEEDS OF PATIENTS IN MORE THAN 230 HOSPITALS SERVED. THE COMPENSATION OF THE CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS COMPRISING OF COMMUNITY LEADERS, BUSINESS EXECUTIVES AND PHYSICIANS WITH EXEMPLARY ETHICAL AND FIDUCIARY STANDARDS. CEO COMPENSATION IS BASED ON COMPARATIVE SALARY DATA FROM SIMILAR HEALTH CARE ORGANIZATIONS USING IRS FORM 990 AND INDUSTRY SALARY SURVEYS. SIMILARLY, COMPENSATION FOR EXECUTIVES REPORTING TO THE CEO IS PROPOSED BY THE CEO BASED ON COMPARABLE NATIONAL AND LOCAL SALARIES FOR POSITIONS AND IS APPROVED BY THE EXECUTIVE COMITTEE. CHANGES TO COMPENSATION ARE REVIEWED AND FORMALLY APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| AVAILABILITY OF FORMS AND GOVERNING DOCUMENTS | FORM 990, PART VI, LINES 18 & 19 COPIES OF THE ORGANIZATION'S FORM 990 AND 990-T ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS AND FUND BALANCES | FORM 990, PART XI, LINE 9 CASH VALUE OF LIFE INSURANCE $29,312 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| OKLAHOMA BLOOD INSTITUTE REAL ESTATE | |||||||||
| 1001 NORTH LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | 731386856 | REAL ESTATE | OK | $0 | $0 | OBI |
| OBI REAL ESTATE COMPANY 2 | |||||||||
| 1001 NORTH LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | 731386765 | REAL ESTATE | OK | $0 | $0 | OBI |
| OBI VENTURES LLC | |||||||||
| 1001 NORTH LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | 731349219 | INVESTMENTS | OK | $0 | $0 | OBI |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| OKLAHOMA BLOOD INSTITUTE FOUNDATION | ||||||||||
| 1001 NORTH LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | 311721750 | SUPPORT ORG | OK | 501(C)(3) | 12-II | OBIHC | false |
| OBI HOLDING COMPANY | ||||||||||
| 1001 NORTH LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | 731386765 | HOLDING CO | OK | 501(C)(3) | 10 | NA | false |
| GLOBAL BLOOD FUND | ||||||||||
| 1001 north lincoln blvd | OKLAHOMA CITY | OK | 73104 | 392071848 | BLOoD SVCS | OK | 501(C)(3) | 07 | OBIHC | false |
| ALLIANCE FOR COMMUNITY TRANSFUSION SRV | ||||||||||
| 2205 HIGHWAY 121 | BEDFORD | TX | 76021 | 454624346 | EFFICIENCY | TX | 501(C)(3) | 12-II | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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