VERSITI ILLINOIS INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- VERSITI ILLINOIS INC (EIN 36-2179768)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-04
- IRS object ID
- 201802479349301450
- Schema version
- 2017v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-04T16:59:04-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362179768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aurora Area Blood Bank DBA | BusinessNameLine1Txt |
| Business Name Line2 | Heartland Blood Centers | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOANNA MCCOY | InCareOfNm |
| Business Name Control | AURO | BusinessNameControlTxt |
| Phone | 6308927055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 N Highland Avenue | AddressLine1Txt |
| City | Aurora | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS MISKEL | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6308927055 | PhoneNum |
| Signature | 2018-08-31 | 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 | 2018-08-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRIS MISKEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 N Highland Avenue | AddressLine1Txt |
| City | Aurora | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $69,753,979 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.heartlandbc.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1943 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | To serve hospitals by recruiting volunteer donors, collecting, processing, testing, and distributing blood and blood components. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 501 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,527 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,590 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $50,971,477 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $52,941,932 | CYProgramServiceRevenueAmt |
| PY Investment Income | $459,235 | PYInvestmentIncomeAmt |
| CY Investment Income | $813,283 | CYInvestmentIncomeAmt |
| PY Other Revenue | $439,627 | PYOtherRevenueAmt |
| CY Other Revenue | $161,040 | CYOtherRevenueAmt |
| PY Total Revenue | $51,871,866 | PYTotalRevenueAmt |
| CY Total Revenue | $53,918,845 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $360,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $168,890 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,691,998 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,644,147 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,312,343 | PYOtherExpensesAmt |
| CY Other Expenses | $29,574,552 | CYOtherExpensesAmt |
| PY Total Expenses | $50,364,841 | PYTotalExpensesAmt |
| CY Total Expenses | $52,387,589 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,507,025 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,531,256 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,544,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,448,475 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,392,582 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,045,573 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,152,141 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,402,902 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO PROVIDE AND MAINTAIN AN ADEQUATE SUPPLY OF BLOOD AND BLOOD PRODUCTS FOR AREA HOSPITALS TO DRAW UPON IN ORDER TO MEET THE ANTICIPATED AND ACTUAL NEEDS OF PATIENTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $46,515,213 | ExpenseAmt |
| Grant | $168,890 | GrantAmt |
| Revenue | $53,102,588 | RevenueAmt |
| Desc | Collect, test, process and distribute blood and blood components to over 65 area hospitals. Heartland works toward collecting 145,000 productive units of blood annually. | Desc |
| Total Program Service Expenses | $46,515,213 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | 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 | false | 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 | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 501 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | Yes (true) | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNA MCCOY | PersonNm |
| Phone | 6308013147 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 N HIGHLAND AVE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Chris Miskel | |||||||||
| CEO - as of 2/2017 | 7.0 | 48.0 | Yes (X) | Yes (X) | $77,001 | $539,005 | $33,085 | ||
| Jacquelyn Fredrick | |||||||||
| President & CEO - thru 2/2017 | 1.0 | 54.0 | Yes (X) | Yes (X) | $0 | $917,617 | $1,518 | ||
| Richard J Fotsch | |||||||||
| Chairman | 1.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| L Alan Whaley | |||||||||
| Vice Chairman | 1.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mitchell G Watt | |||||||||
| Secretary | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| James M Rauh | |||||||||
| Treasurer | 1.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Cathy Buck | |||||||||
| Board Member | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Fred Geilfuss | |||||||||
| Board Member | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Hauske JR | |||||||||
| Board Member | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Dale Kent | |||||||||
| Board Member | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Gregory Larkin | |||||||||
| Board Member | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert H Manegold | |||||||||
| Board Member | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey S McDonald | |||||||||
| Board Member | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| John Perras | |||||||||
| Board Member | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| E Randall Wright | |||||||||
| Board Member | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| Peter Ziegler | |||||||||
| Board Member | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| Michelle Robinson | |||||||||
| President | 55.0 | 0.0 | Yes (X) | $453,802 | $0 | $24,125 | |||
| Sandi Lemons | |||||||||
| VP & Chief HR - thru 6/17 | 11.0 | 44.0 | Yes (X) | $78,691 | $320,757 | $22,275 | |||
| Maureen Kwiecinski | |||||||||
| EVP & general counsel | 8.0 | 47.0 | Yes (X) | $69,648 | $394,670 | $21,635 | |||
| Lynne Briggs | |||||||||
| VP & Chief information officer | 8.0 | 47.0 | Yes (X) | $51,958 | $294,432 | $39,820 | |||
| Anthony Watkins | |||||||||
| EVP & Chief Financial Officer | 6.0 | 49.0 | Yes (X) | $51,472 | $463,250 | $38,681 | |||
| Margaret McElligott | |||||||||
| VP & Chief Quality Officer | 7.0 | 48.0 | Yes (X) | $35,694 | $261,746 | $33,768 | |||
| James Weidner | |||||||||
| VP & Chief HR - as of 9/17 | 11.0 | 44.0 | Yes (X) | $22,839 | $91,355 | $3,147 | |||
| Ilke Panzer | |||||||||
| EVP & Chief Innovation officer | 0.0 | 55.0 | Yes (X) | $0 | $534,552 | $33,078 | |||
| Gitesh Dubal | |||||||||
| VP & Chief Marketing Officer | 0.0 | 55.0 | Yes (X) | $0 | $126,840 | $3,147 | |||
| Alexander J Carterson MD | |||||||||
| Medical director | 55.0 | 0.0 | $241,125 | $0 | $11,676 | Yes (X) | |||
| Amy Smith | |||||||||
| Director - Donor Recruitment | 55.0 | 0.0 | $134,634 | $0 | $23,956 | Yes (X) | |||
| Joanna McCoy | |||||||||
| Controller | 55.0 | 0.0 | $131,908 | $0 | $19,609 | Yes (X) | |||
| Rebecca Buckland | |||||||||
| Sr. HR Strategic Bus. Partner | 55.0 | 0.0 | $112,089 | $0 | $20,902 | Yes (X) | |||
| Michael Mangune | |||||||||
| Senior Systems Analyst | 55.0 | 0.0 | $106,914 | $0 | $24,733 | Yes (X) | |||
| Kevin Konrad | |||||||||
| Former Executive Director | 0.0 | 0.0 | $223,665 | $0 | $28,451 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,791,440 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,944,224 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $383,606 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 |
|---|---|---|---|---|---|
| US Messenger Logistics | |||||
| 7790 Quincy Street | WILLOWBROOK | IL | 60527 | Delivery Services | $454,345 |
| Hematerra Technologies | |||||
| 135 2nd Avenue North | JACKSONVILLE | FL | 32250 | Software Support | $202,496 |
| Mediware Information | |||||
| 11711 West 79th Street | LENEXA | KS | 62214 | software support | $195,751 |
| Securitas Security Services | |||||
| 1333 Butterfield Rd | DOWNERS GROVE | IL | 60515 | Security Services | $123,344 |
| Critical Delivery | |||||
| 25W030 Ramm Drive Ste C | NAPERVILLE | IL | 60543 | Delivery Services | $114,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,590 | AllOtherContributionsAmt |
| Total Contributions | $2,590 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BLOOD BANK REVENUE | Desc |
| Business | 621500 | BusinessCd |
| Total Revenue Column | $52,941,932 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,941,932 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $52,941,932 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $761,450 | TotalRevenueColumnAmt |
| Exclusion | $761,450 | 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 | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,855,047 | SecuritiesAmt |
| Other | $30,569 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,773,423 | SecuritiesAmt |
| Other | $60,360 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $81,624 | SecuritiesAmt |
| Other | -$29,791 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,833 | TotalRevenueColumnAmt |
| Exclusion | $51,833 | 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 | $109,075 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,351 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,724 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $107,724 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| RISK RETENTION REFUND | 621500 | $48,499 | $48,499 | |
| EARNED DISCOUNTS | 621500 | $3,674 | $3,674 | |
| MISCELLANEOUS | 900099 | $1,143 | $759 | $384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $53,316 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,918,845 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,102,588 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $813,667 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,590 | TotalAmt |
| Program Services | $36,590 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,300 | TotalAmt |
| Program Services | $132,300 | ProgramServicesAmt |
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 | $891,521 | TotalAmt |
| Management And General | $891,521 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,777,472 | TotalAmt |
| Program Services | $14,511,775 | ProgramServicesAmt |
| Management And General | $2,265,697 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,837 | TotalAmt |
| Program Services | $588,133 | ProgramServicesAmt |
| Management And General | $55,704 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,146,602 | TotalAmt |
| Program Services | $2,700,092 | ProgramServicesAmt |
| Management And General | $446,510 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,184,715 | TotalAmt |
| Program Services | $1,062,362 | ProgramServicesAmt |
| Management And General | $122,353 | ManagementAndGeneralAmt |
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 | $3,031 | TotalAmt |
| Management And General | $3,031 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,254 | TotalAmt |
| Management And General | $72,254 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,425 | TotalAmt |
| Management And General | $7,425 | ManagementAndGeneralAmt |
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 | $17,647 | TotalAmt |
| Management And General | $17,647 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,205 | TotalAmt |
| Program Services | $23,077 | ProgramServicesAmt |
| Management And General | $636,128 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,159,298 | TotalAmt |
| Program Services | $1,159,298 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,271 | TotalAmt |
| Program Services | $362,091 | ProgramServicesAmt |
| Management And General | $262,180 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,274 | TotalAmt |
| Program Services | $397,140 | ProgramServicesAmt |
| Management And General | $221,134 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,350,207 | TotalAmt |
| Program Services | $1,175,500 | ProgramServicesAmt |
| Management And General | $174,707 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,382,553 | TotalAmt |
| Program Services | $1,295,746 | ProgramServicesAmt |
| Management And General | $86,807 | ManagementAndGeneralAmt |
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 | $28,593 | TotalAmt |
| Program Services | $9,797 | ProgramServicesAmt |
| Management And General | $18,796 | ManagementAndGeneralAmt |
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 | $1,310,376 | TotalAmt |
| Program Services | $1,110,525 | ProgramServicesAmt |
| Management And General | $199,851 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,372 | TotalAmt |
| Management And General | $181,372 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BLOOD AND COMPONENTS | $21,506,805 | $21,506,805 | |
| EQUIPMENT RENTAL/MAINTENANCE | $389,719 | $316,712 | $73,007 |
| SMALL EQUIPMENT | $143,530 | $82,481 | $61,049 |
| DUES | $50,115 | $50,115 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,877 | TotalAmt |
| Program Services | $44,789 | ProgramServicesAmt |
| Management And General | $25,088 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,387,589 | TotalAmt |
| Program Services | $46,515,213 | ProgramServicesAmt |
| Management And General | $5,872,376 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,574,595 | BOYAmt |
| EOY | $7,379,543 | 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 | $7,274,488 | BOYAmt |
| EOY | $6,126,738 | 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 | $422,198 | BOYAmt |
| EOY | $405,077 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,805,736 | BOYAmt |
| EOY | $1,541,067 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $844,102 | BOYAmt |
| EOY | $743,596 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,242,691 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,061,828 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,468,110 | BOYAmt |
| EOY | $7,180,863 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,435,785 | BOYAmt |
| EOY | $29,858,050 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $718,709 | BOYAmt |
| EOY | $212,541 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,544,723 | BOYAmt |
| EOY | $53,448,475 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,075,939 | BOYAmt |
| EOY | $4,826,412 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $316,643 | BOYAmt |
| EOY | $219,161 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,392,582 | BOYAmt |
| EOY | $5,045,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,152,141 | BOYAmt |
| EOY | $48,402,902 | 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 | $45,152,141 | BOYAmt |
| EOY | $48,402,902 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,544,723 | BOYAmt |
| EOY | $53,448,475 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,531,256 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,719,505 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,060 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,590 | CurrentTaxYearAmt |
| Total | $8,965 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,221,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,141,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,573,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,410,124 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,103,939 | CurrentTaxYearAmt |
| Total | $242,451,402 | 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 | $44,222,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,144,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,574,921 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,411,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,106,529 | CurrentTaxYearAmt |
| Total | $242,460,367 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,381,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,774,128 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,636,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,418,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,016,266 | CurrentTaxYearAmt |
| Total | $29,227,001 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,381,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,774,128 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,636,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,418,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,016,266 | CurrentTaxYearAmt |
| Total | $29,227,001 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $213,233,366 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $246,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $328,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $346,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $466,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $761,450 | CurrentTaxYearAmt |
| Total | $2,149,145 | 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 | $246,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $328,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $346,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $466,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $761,450 | CurrentTaxYearAmt |
| Total | $2,149,145 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $264,952 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $384 | CurrentTaxYearAmt |
| Total | $270,094 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,733,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,474,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,921,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,881,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,868,363 | CurrentTaxYearAmt |
| Total | $244,879,606 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87077 | PublicSupportCY509Pct |
| Public Support PY509 | 0.84908 | PublicSupportPY509Pct |
| Investment Income CY | 0.00878 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00679 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $7,754 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $7,754 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITIES IN CONJUNCTION WITH THE ILLINOIS COALITION OF COMMUNITY BLOOD CENTERS, THE ORGANIZATION HAS CONTRACTED A LOBBYIST CONSULTING FIRM. THE CONSULTING FIRM SHALL WORK WITH THE COALITION REGARDING ANY LEGISLATIVE ISSUES FACING THE COALITIONS INDUSTRY INCLUDING PROVIDING LEGISLATIVE UPDATES, COORDINATING MEETINGS, EDUCATING LEGISLATORS ON THE COALITIONS ISSUES, ANALYZING AND TRACKING LEGISLATION FOR THE COALITION, AND OTHER RELATED ACTIVITIES. THE APPROXIMATE COSTS OF THIS SERVICE IS $7,425 ANNUALLY. HEARTLAND BLOOD CENTERS HAS RECEIVED A LISTING OF THE SERVICES PROVIDED, AND MOST OF THE SERVICES WERE MORE PUBLIC RELATION MATTERS RATHER THAN LOBBYING PER SE, THEREFORE THE ANNUAL COST WAS RECORDED AS SUCH. ADDITIONALLY, $329 OF THE DUES PAID TO AMERICA'S BLOOD CENTERS HAS BEEN ALLOCATED TO LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,439,806 | BeginningYearBalanceAmt |
| Contributions | $2,294,914 | ContributionsAmt |
| Investment Earnings Or Losses | $11,411,375 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,100,370 | OtherExpendituresAmt |
| End Year Balance | $86,045,725 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,401,518 | BeginningYearBalanceAmt |
| Contributions | $793,676 | ContributionsAmt |
| Investment Earnings Or Losses | $7,045,041 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,800,429 | OtherExpendituresAmt |
| End Year Balance | $76,439,806 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Minus2 Yr Endwmt Fund | CYMinus2YrEndwmtFundGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $425,219 | OtherCostOrOtherBasisAmt |
| Book Value | $425,219 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,214,581 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,773,236 | DepreciationAmt |
| Book Value | $4,441,345 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,246,589 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,288,592 | DepreciationAmt |
| Book Value | $1,957,997 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $356,302 | OtherCostOrOtherBasisAmt |
| Book Value | $356,302 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,180,863 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 457(B) PLAN LIABILITIES | Desc |
| Amt | $219,161 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $219,161 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $55,599,672 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,719,505 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $31,142 | OtherRevenueAmt |
| Revenue Not Reported | $1,750,647 | RevenueNotReportedAmt |
| Revenue Subtotal | $53,849,025 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $17,647 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $52,173 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $69,820 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $53,918,845 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $52,348,911 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $31,142 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $31,142 | ExpensesNotReportedAmt |
| Expenses Subtotal | $52,317,769 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $17,647 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $52,173 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $69,820 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $52,387,589 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V | Endowments The filing organization is a beneficiary of the BloodCenter Research Foundation's ("BCRF") endowment as a supported organization. The board designated endowment funds are designated by the board as endowment funds to ensure the continuing availability of funds for research purposes. Part X Income Taxes Versiti, BloodCenter, Heartland, Michigan, Indiana and the Foundation have all received tax determination letters confirming that the organizations qualify as tax-exempt organizations under section 501(c)(3) of the Internal Revenue Code (IRC). The Organization 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 statement recognition and 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 likely than 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. Versiti, BloodCenter, Heartland, Michigan, Indiana 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 Organization 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. BloodCenter and the Foundation have filed federal and state of Wisconsin income tax returns to report unrelated business income through 2009 and are no longer subject to tax authority examinations for years prior to 2010 under the federal and state statute. Management has determined that there is no unrelated business income to report for BloodCenter or the Foundation for 2010 through 2017, and income tax returns are not required to be filed. Therefore, as the statute of limitations will remain open for returns not filed, tax years 2010 through 2017, will remain open to audit for both federal and state purposes. Michigan has not historically filed any unrelated business income tax returns; therefore, tax years remain open for years in which an income tax return has not been filed. In years prior to 2014, heartland filed both federal and state of Illinois income tax returns to report a zero amount of unrelated business income. Management has determined that there is no unrelated business income to report for Heartland for tax years 2014 through 2017, and income tax returns are not required to be filed; therefore, as the statute of limitations will remain open for returns not filed, tax years 2014 through 2017, will remain open to audit for both federal and state purposes. In years prior to 2014, Indiana filed federal unrelated business income tax returns to report a zero amount of unrelated business income. In 2014 through 2016, Indiana filed federal and Indiana returns to report an unrelated business loss. The statute of limitations will remain open for both federal and state purposes for any returns not filed. Versiti has not filed any unrelated business income tax returns; therefore the years since 2012, the year of inception, are still open to examination. The Organization has determined that there are no material uncertain tax positions that require recognition or disclosure in the consolidated financial statements. The Organization recognizes, if necessary, interest and penalties related to unrecognized tax benefits in the provision for income taxes. There were no interest or penalties related to income taxes that have been accrued or recognized as of and for the years ended December 31, 2017 and 2016. 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 Organization's financial statements as a result of the Act. Management is evaluating the ongoing impact of the Act on the Organization. |
| Part XI, Line 2D | OTHER ADJUSTMENTS to Revenue Cost of Goods Sold 1,351 Loss on Disposal of Assets 29,791 --------- Total 31,142 Part XI, Line 4B OTHER ADJUSTMENTS to Revenue Risk Retention Refund 48,499 Earned Discounts 3,674 --------- Total 52,173 PART XII, LINE 2D OTHER ADJUSTMENTs to Expenses Cost of Goods Sold 1,351 Loss on Disposal of Assets 29,791 --------- Total 31,142 Part XII, Line 4B OTHER ADJUSTMENTS to Expenses Risk Retention Refund 48,499 Earned Discounts 3,674 --------- Total 52,173 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Leukemia & Lymphoma Society Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1311 Mamaroneck Ave | AddressLine1Txt |
| City | white plains | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 135644916 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $35,000 | CashGrantAmt |
| Purpose Of Grant | RESEARCH | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $132,300 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Procedure for Monitoring Use of Grant Funds Inside U.S. HeartlAnd Blood Center provides grant assistance to BloodCenter of Wisconsin, Inc. and other organizations. These funds will support future blood research and other initiatives to serve more patients and reduce overall costs. Monitoring the investment of these funds, the distributions and what these funds are used for is completed by the leadership of Versiti. Additionally, the filing organization offers scholarships to employees if certain criteria are met. The scholarships are sent to the college or university where the student is enrolled. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Chris Miskel | ||||||||||||||
| CEO - as of 2/2017 | $60,328 | $422,295 | $14,375 | $100,625 | $2,298 | $16,085 | $2,420 | $16,941 | $1,715 | $12,009 | $81,136 | $567,955 | $0 | $0 |
| Jacquelyn Fredrick | ||||||||||||||
| President & CEO - thru 2/2017 | $0 | $160,546 | $0 | $385,241 | $0 | $371,830 | $0 | $1,187 | $0 | $331 | $0 | $919,135 | $0 | $328,455 |
| Michelle Robinson | ||||||||||||||
| President | $332,531 | $0 | $120,138 | $0 | $1,133 | $0 | $10,800 | $0 | $13,325 | $0 | $477,927 | $0 | $0 | $0 |
| Sandi Lemons | ||||||||||||||
| VP & Chief HR - thru 6/17 | $32,583 | $132,812 | $14,875 | $60,635 | $31,233 | $127,310 | $866 | $3,530 | $3,522 | $14,357 | $83,079 | $338,644 | $0 | $0 |
| Maureen Kwiecinski | ||||||||||||||
| EVP & general counsel | $50,512 | $286,232 | $16,251 | $92,086 | $2,885 | $16,352 | $2,835 | $16,065 | $410 | $2,325 | $72,893 | $413,060 | $0 | $0 |
| Lynne Briggs | ||||||||||||||
| VP & Chief information officer | $38,954 | $220,741 | $12,615 | $71,484 | $389 | $2,207 | $3,140 | $17,795 | $2,833 | $16,052 | $57,931 | $328,279 | $0 | $0 |
| Anthony Watkins | ||||||||||||||
| EVP & Chief Financial Officer | $37,161 | $334,447 | $14,108 | $126,972 | $203 | $1,831 | $1,978 | $17,804 | $1,890 | $17,009 | $55,340 | $498,063 | $0 | $0 |
| Margaret McElligott | ||||||||||||||
| VP & Chief Quality Officer | $24,818 | $181,995 | $8,316 | $60,980 | $2,560 | $18,771 | $2,446 | $17,940 | $1,606 | $11,776 | $39,746 | $291,462 | $0 | $0 |
| Ilke Panzer | ||||||||||||||
| EVP & Chief Innovation officer | $0 | $384,507 | $0 | $131,493 | $0 | $18,552 | $0 | $19,579 | $0 | $13,499 | $0 | $567,630 | $0 | $0 |
| Alexander J Carterson MD | ||||||||||||||
| Medical director | $233,679 | $0 | $6,900 | $0 | $546 | $0 | $960 | $0 | $10,716 | $0 | $252,801 | $0 | $0 | $0 |
| Kevin Konrad | ||||||||||||||
| Former Executive Director | $0 | $0 | $0 | $0 | $223,665 | $0 | $10,814 | $0 | $17,637 | $0 | $252,116 | $0 | $223,665 | $0 |
| Amy Smith | ||||||||||||||
| Director - Donor Recruitment | $121,868 | $0 | $12,348 | $0 | $418 | $0 | $3,680 | $0 | $20,276 | $0 | $158,590 | $0 | $0 | $0 |
| Joanna McCoy | ||||||||||||||
| Controller | $119,640 | $0 | $11,868 | $0 | $400 | $0 | $8,278 | $0 | $11,331 | $0 | $151,517 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4a | Severance Payments An individual left the organization in 2016. The individual received severance in 2017, which is included on Schedule J, Part II, Column B(iii). Due to confidentiality agreements, neither the name nor the amount will be listed. Part I, Line 4b Supplemental Nonqualified Retirement Plan To ensure Bloodcenter of Wisconsin, Inc. achieves its mission, it is essential to attract leading experts in transfusion medicine, science and business by paying competitive salaries and benefits. Bloodcenter of Wisconsin, Inc. board of directors follows not-for-profit best practices by hiring an independent compensation consultant to annually review the overall executive compensation programs. Jacquelyn Fredrick, CEO, participated in a supplemental executive retirement plan (SERP). The amount paid and included in Schedule J, Part II, Column B(III) during 2017 in service of the serp plan was $352,643, which includes $328,455 that was previously reported as deferred compensation on Schedule J, Part II, Column C. |
| Part I, Line 7 | NON-FIXED PAYMENTS INCENTIVE PAYOUT OPPORTUNITIES, BASED ON PERCENTAGE OF BASE PAY RATE, ARE AVAILABLE TO CERTAIN EMPLOYEES OF THE FILING ORGANIZATION. WHILE LEVELS OF THE INCENTIVE PAYOUT OPPORTUNITY ARE FIXED AND DETERMINED PERCENTAGES OF BASE COMPENSATION; THE INCENTIVE PAYOUT IS SUBJECT TO THE REVIEW OF ACCOMPLISHMENTS/ OBJECTIVES AND THE ULTIMATE DETERMINATION OF INCENTIVE COMPENSATION IS SUBJECT TO PRESIDENT / CEO AND EXECUTIVE COMMITTEE OF THE BOARD APPROVAL. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI, SECTION A, Line 2 | Business Relationship Dale Kent and Peter Ziegler have a business relationship. |
| Part VI, SECTION A, Line 6 | MEMBERS OR STOCKHOLDERS Versiti, INC. (A 501(C)(3) ORGANIZATION) IS THE SOLE CORPORATE MEMBER. |
| PART VI, SECTION A, LINES 7A AND 7B | MEMBER OR STOCKHOLDER POWERS Versiti, INC. HAS RESERVE POWERS; INCLUDING THE ABILITY TO ELECT A MAJORITY OF DIRECTORS. |
| Part VI, SECTION B, Line 11b | FORM 990 REVIEW THE ORGANIZATION UTILIZES GRANT THORNTON LLP TO COMPLETE THE IRS FORM 990 AND RELATED SCHEDULES. FOLLOWING COMPLETION, THEY ARE REVIEWED BY THE CONTROLLER, AND THE PRESIDENT AND CEO. THE DRAFT FORMS ARE THEN REVIEWED BY THE COMPLIANCE AND AUDIT COMMITTEE PRIOR TO SUBMISSION TO THE IRS. THE FULL BOARD IS PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING. |
| Part VI, SECTION B, Line 12c | CONFLICT OF INTEREST POLICY THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY. ON AN ANNUAL BASIS, CURRENT DIRECTORS AND OFFICERS ARE ASKED TO COMPLETE A DISCLOSURE FORM BASED ON IRS REQUIREMENTS THAT INCLUDES THE FOLLOWING: WHETHER THEY HAVE ANY DIRECT OR INDIRECT RELATIONSHIP EITHER THROUGH BUSINESS OR FAMILY MEMBER WITH THE ORGANIZATION. WHETHER THEY RECEIVED COMPENSATION FROM ANY ORGANIZATION THAT SHARES COMMON OWNERSHIP OR CONTROL WITH THE ORGANIZATION. WHETHER THEY HAVE SERVED AS AN OFFICER, DIRECTOR, KEY EMPLOYEE, PARTNER OR MEMBER OF AN ENTITY (OR SHAREHOLDER OF A PROFESSIONAL CORPORATION) DOING BUSINESS WITH THE ORGANIZATION. THESE ANSWERS ARE ACCUMULATED, SUMMARIZED AND EVALUATED BY MANAGEMENT TO DETERMINE IF ANY CONFLICTS EXIST. IDENTIFIED CONFLICTS ARE ADDRESSED IN ACCORDANCE WITH THE WRITTEN POLICY. |
| Part VI, SECTION B, Lines 15A AND 15B | COMPENSATION PROCESS The Compensation Committee of the Versiti Board of Directors, acting in its capacity as the Compensation Committee, sets and monitors the compensation philosophy for Versiti and the related entities that it supports, including Aurora Area Blood Bank dba Heartland Blood Centers (Heartland). Other than the Versiti President & Chief Executive Officer, the Compensation Committee does not include members of management and is comprised entirely of individuals who do not have a conflict of interest with respect to Versiti or Heartland compensation arrangements. The Versiti President and Chief Executive Officer recuses her/himself from all discussions and approvals related to her/his compensation. The Versiti Compensation Committee reviews Heartland executive compensation arrangements to ensure such arrangements are fair, reasonable, and not excessive when compared to similarly-situated executives. Executive compensation arrangements are reviewed for reasonableness and approved by the Compensation Committee annually in accordance with the Versiti Reasonableness Review Policy. The Compensation Committee assesses the reasonableness of executive compensation arrangements after it obtains and reviews appropriate data for comparability from the human resource department and an independent compensation consultant. The Compensation Committee engages a qualified independent compensation consultant annually. The independent consultant performs an analysis of compensation levels at regional and national organizations of comparable size, scope and structure and provides the Committee with comprehensive data on the availability of similar services within the geographic area, compensation surveys, written offers from similar institutions, and other information relevant to comparability of compensation. The Compensation Committee's review, recommendations and approvals are documented concurrently in the Committee minutes, which are subsequently reviewed and approved by the Compensation Committee as reasonable, accurate and complete. Versiti and Heartland have incentive programs for the Chief Executive Officer and other Corporate Officers described in detailed written policies approved by the Compensation Committee annually. Evaluation and Compensation Review -CEO - Each year, the Executive/Compensation Committee evaluates the Versiti/Heartland CEO's performance against established objectives, determines incentive payment and merit increase based upon performance and market data provided by the third party compensation consultant, and works with the CEO to establish objectives for the next year. -Other Corporate Officers - Each year, the Versiti/Heartland CEO reviews the performance and the achievement of individual goals and objectives of each Versiti/Heartland Corporate Officer. The Versiti/Heartland CEO presents his/her recommendations to the Compensation Committee, which reviews and approves recommended compensation ranges, and approves final salary and incentive payments. Corporate Officers are positioned within the appropriate salary range based upon: -EXECUTIVE'S KNOWLEDGE, COMPETENCIES, AND EXPERIENCE, -PERFORMANCE OF THE EXECUTIVE'S AREAS OF RESPONSIBILITY, -THE EXECUTIVE'S CONTRIBUTION TO OVERALL PERFORMANCE, -THE IMPORTANCE OF RETAINING THE EXECUTIVE, -INTERNAL EQUITY CONSIDERATIONS, -THE FINANCIAL RESOURCES AVAILABLE, AND -EXECUTIVE BASE SALARY INCREASES PROVIDED IN THE COMPETITIVE MARKET |
| Part VI, SECTION C, Line 19 | ORGANIZATION'S DOCUMENTS OPEN TO THE PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST DURING NORMAL BUSINESS HOURS AT THE ORGANIZATION'S LOCATION. |
| PART VII | AVERAGE HOURS THE HOURS LISTED ON FORM 990, PART VII ARE REPRESENTATIVE OF AN AVERAGE FOR THE OFFICERS AND EXECUTIVE TEAM. EACH INDIVIDUAL PERSON'S WEEKLY TALLY MAY BE GREATER OR LESSER PER WEEK BASED ON THEIR INDIVIDUAL ROLES AND RESPONSIBILITIES WITHIN THE FILING ORGANIZATION AND RELATED PARTIES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| VERSITI INC | ||||||||||
| PO BOX 2178 638 NORTH 18TH STREE | MILWAUKEE | WI | 53201 | 454675354 | SUPPORTING | WI | 501(c)(3) | 12B | NA | false |
| BLOODCENTER OF WISCONSIN INC | ||||||||||
| 638 NORTH 18TH STREET | MILWAUKEE | WI | 532332121 | 390807235 | BLOOD | WI | 501(c)(3) | 07 | VERSITI | false |
| MICHIGAN BLOOD | ||||||||||
| PO BOX 1704 | GRAND RAPIDS | MI | 49501 | 381550001 | BLOOD | MI | 501(c)(3) | 10 | VERSITI | false |
| BLOODCENTER RESEARCH FOUNDATION INC | ||||||||||
| PO BOX 2178 638 NORTH 18TH | MILWAUKEE | WI | 53201 | 391372542 | SUPPORTING | WI | 501(c)(3) | 12B | VERSITI | false |
| Cental Indiana Regional blood Center | ||||||||||
| 3450 North Meridian Street | Indianapolis | IN | 46208 | 350991629 | BLOOD | IN | 501(C)(3) | 10 | VERSITI | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | 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 | Yes (true) | 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 | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
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