THE SUBSIDIARIES OF THE INSTITUTE: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE SUBSIDIARIES OF THE INSTITUTE (EIN 90-0593925)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-14
IRS object ID
201831349349308663
Schema version
2016v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T15:33:34-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12100 ONE PPG PLACEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN900593925EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SUBSIDIARIES OF THE INSTITUTEBusinessNameLine1Txt
Business Name Line2FOR TRANSFUSION MEDICINEBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% CHARLES LACLAIRInCareOfNm
Business Name ControlSUBSBusinessNameControlTxt
Phone4122097300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1875 GREENTREE RD PC5AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15220ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTANYA PERRYPersonNm
Person TitleCFOPersonTitleTxt
Phone4806755503PhoneNum
Signature2018-05-14SignatureDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTANYA PERRYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16210 E OAK STREETAddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85257ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$207,869,834GrossReceiptsAmt
Group Return For AffiliatesYes (true)GroupReturnForAffiliatesInd
All Affiliates IncludedYes (true)AllAffiliatesIncludedInd
Group Exemption5645GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.itxm.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO PROVIDE BEST IN CLASS BLOOD PRODUCTS AND CLINICAL SERVICES TO MEET THE NEEDS OF THE HEALTHCARE COMMUNITY, PATIENTS & OUR DONORS THROUGH ADVANCED TRANSFUSION MEDICINE PRACTICES.ActivityOrMissionDesc
Voting Members Governing Body52VotingMembersGoverningBodyCnt
Voting Members Independent45VotingMembersIndependentCnt
Total Employee1270TotalEmployeeCnt
Total Volunteers155TotalVolunteersCnt
Total Gross UBI$25,000TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$24,000NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$584,869PYContributionsGrantsAmt
CY Contributions Grants$543,260CYContributionsGrantsAmt
PY Program Service Revenue$191,016,919PYProgramServiceRevenueAmt
CY Program Service Revenue$204,815,206CYProgramServiceRevenueAmt
PY Investment Income$6,418,676PYInvestmentIncomeAmt
CY Investment Income$1,592,559CYInvestmentIncomeAmt
PY Other Revenue$1,095,155PYOtherRevenueAmt
CY Other Revenue$816,867CYOtherRevenueAmt
PY Total Revenue$199,115,619PYTotalRevenueAmt
CY Total Revenue$207,767,892CYTotalRevenueAmt
PY Grants And Similar Paid$4,039,429PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,595,404CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$65,855,027PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$66,961,837CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$127,217,031PYOtherExpensesAmt
CY Other Expenses$141,190,627CYOtherExpensesAmt
PY Total Expenses$197,111,487PYTotalExpensesAmt
CY Total Expenses$209,747,868CYTotalExpensesAmt
PY Revenues Less Expenses$2,004,132PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,979,976CYRevenuesLessExpensesAmt
Total Assets BOY$286,020,449TotalAssetsBOYAmt
Total Assets EOY$196,448,214TotalAssetsEOYAmt
Total Liabilities BOY$18,093,534TotalLiabilitiesBOYAmt
Total Liabilities EOY$21,994,339TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$267,926,915NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$174,453,875NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionITXM'S MISSION IS TO PROVIDE BEST IN CLASS BLOOD PRODUCTS AND CLINICAL SERVICES TO MEET THE NEEDS OF THE HEALTHCARE COMMUNITY, PATIENTS AND OUR DONORS THROUGH ADVANCED TRANSFUSION MEDICINE PRACTICES. ITXM'S VISION IS TO BE THE PREMIER PROVIDER OF BLOOD TRANSFUSION PRACTICES BY DELIVERING INNOVATIVE INDUSTRY LEADING SOLUTIONS THAT ENSURE THE HIGHEST QUALITY PRODUCTS AND SERVICES, OPERATING EFFICIENCIES, DONOR SATISFACTION AND IMPROVED PATIENT CARE RESULTING IN THE ACHIEVEMENT OF OUR MISSION. ITXM'S MISSION AND VISION ARE SUPPORTED BY OUR VALUES OF STEWARDSHIP, INTEGRITY, ACCOUNTABILITY, RESPECT, EXCELLENCE AND INNOVATION.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangeYes (true)SignificantChangeInd
Expense$105,319,955ExpenseAmt
Grant$0GrantAmt
Revenue$104,606,952RevenueAmt
DescTHE PRIMARY PURPOSE OF CENTRAL BLOOD BANK, LIFESOURCE AND VIRGINIA BLOOD SERVICES IS TO PROMOTE PUBLIC PARTICIPATION IN A COMMUNITY-BASED BLOOD PROGRAM. A SUCCESSFUL BLOOD PROGRAM HELPS TO ASSURE AN ADEQUATE AND SAFE BLOOD SUPPLY TO THOSE MEMBERS OF THE COMMUNITY IN NEED. IN ADDITION TO HUMAN BLOOD COLLECTIONS, THE BLOOD BANKS ARE ACTIVELY INVOLVED WITH BONE MARROW AND APHERESIS TISSUE COLLECTIONS. DONOR COUNSELING IS ALSO AN IMPORTANT SERVICE PROVIDED TO THE DONATING PUBLIC.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$33,924,952ExpenseAmt
Grant$0GrantAmt
Revenue$42,761,303RevenueAmt
DescCLINICAL SERVICES PROVIDES BLOOD AND BLOOD-RELATED DIAGNOSTIC TESTS AND PROCEDURES TO ENSURE THAT THE UNITS OF DONATED BLOOD ARE COMPATIBLE WITH SPECIFIC PATIENTS. CLINICAL SERVICES ALSO OPERATES THE ONLY PUBLIC CORD BLOOD BANK IN THE CHICAGO AREA. ITXM DIAGNOSTICS PROVIDES TESTING SERVICES AND UNDERTAKES RESEARCH AND EDUCATIONAL ACTIVITIES WITH RESPECT TO BLEEDING AND CLOTTING DISORDERS AND PROVIDES THERAPEUTIC APHERESIS SERVICES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$47,492,367ExpenseAmt
Grant$1,595,404GrantAmt
Revenue$58,197,053RevenueAmt
DescTHE HEMOPHILIA CENTER OF WESTERN PENNSYLVANIA PROVIDES MEDICAL SERVICES TO PERSONS WITH CONGENITAL BLEEDING AND CLOTTING DISORDERS AND WORKS TO DEVELOP AND SUPPORT EDUCATIONAL, RESEARCH AND THERAPEUTIC SERVICES. THEY OPERATE A 340B DRUG DISTRIBUTION PROGRAM WHICH PROVIDES FUNDS TO SUPPORT PERSONNEL, PERFORM OUTREACH CLINICS, ENHANCE COMMUNICATION VIA WEB SITE AND BROCHURES, IMPROVE BUSINESS OPERATIONS AND CLINICAL CARE THROUGH THE IMPLEMENTAION OF ELECTRONIC MEDICAL RECORDS, SUPPORT OTHER 501(C)(3) ORGANIZATIONS THAT PROVIDE EDUCATION AND CAMP OPPORTUNITIES FOR PATIENTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$186,737,274TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document99IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1270EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members52GoverningBodyVotingMembersCnt
Independent Voting Member45IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCHARLES LACLAIRPersonNm
Phone4122097385PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 PARKWAY CENTER 875 GREENTREE ROADAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15220ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JAMES P COVERT
CBB,PRES & CEO (THRU 2/17)1.039.0Yes (X)Yes (X)$0$614,575$241,787
MARK J GIAQUINTO
CBB SECY/TREAS (THRU 2/17)1.039.0Yes (X)Yes (X)$0$311,510$115,275
DIANE MERKT
CBB VP (THRU 4/17)1.039.0Yes (X)Yes (X)$0$256,432$96,599
LINDA HAHN
CLINICAL SVCS OFFICR(THRU2/17)40.00.0Yes (X)Yes (X)$248,350$0$146,977
ANDREA CORTESE HASSETT PHD
ITXM DIAG OFFICER (THRU 2/17)39.01.0Yes (X)Yes (X)$205,091$0$154,171
FRANKLIN BONTEMPO MD
ITXM DIAG DIRECTOR (THRU 2/17)40.00.0Yes (X)$120,674$0$19,178
MARGARET V RAGNI MD
HCWP DIRECTOR40.00.0Yes (X)$0$0$0
A KIM RITCHEY MD
HCWP DIRECTOR1.00.0Yes (X)$0$0$0
DARRELL TRIULZI MD
HCWP DIRECTOR1.00.0Yes (X)$0$0$0
EDWARD CHU MD
HCWP CHAIR1.00.0Yes (X)Yes (X)$0$0$0
MARK GLADWIN MD
HCWP DIRECTOR1.00.0Yes (X)$0$0$0
JAMES P COVERT
LS PRES & CEO (THRU 2/17)1.039.0Yes (X)Yes (X)$0$0$0
JAMES P COVERT
CLIN SVCS PRES&CEO (THRU 2/17)1.039.0Yes (X)Yes (X)$0$0$0
JAMES P COVERT
ITXM DIAG PRES&CEO (THRU 2/17)1.039.0Yes (X)Yes (X)$0$0$0
MARK J GIAQUINTO
LS SECY/TREAS (THRU 2/17)1.039.0Yes (X)Yes (X)$0$0$0
MARK J GIAQUINTO
CLIN SVC SECY/TREAS(THRU 2/17)1.039.0Yes (X)Yes (X)$0$0$0
MARK J GIAQUINTO
DIAG SECY/TREAS (THRU 2/17)1.039.0Yes (X)Yes (X)$0$0$0
MARK J GIAQUINTO
HCWP DIRECTOR & SECY/TREAS1.039.0Yes (X)Yes (X)$0$0$0
DIANE MERKT
LIFESOURCE VP (THRU 4/17)1.039.0Yes (X)Yes (X)$0$0$0
DIANE MERKT
HCWP DIRECTOR (THRU 4/17)1.039.0Yes (X)$0$0$0
JAMES P COVERT
VBS PRES & CEO (THRU 2/17)1.039.0Yes (X)Yes (X)$0$0$0
MARK J GIAQUINTO
VBS SECY\TREAS (THRU 2/17)1.039.0Yes (X)Yes (X)$0$0$0
DIANE MERKT
VBS VP (THRU 4/17)1.039.0Yes (X)Yes (X)$0$0$0
ANDREA CORTESE HASSETT PHD
HCWP DIRECTOR1.039.0Yes (X)$0$0$0
PATRICIA ABREGO-SANTUCCI
VICE-CHAIR (EFF 3/17)1.01.0Yes (X)Yes (X)$0$13,500$0
SUNNY CHICO
DIRECTOR (EFF 3/17)1.01.0Yes (X)$0$9,250$0
ROBERT COLE
CHAIR (EFF 3/17)1.01.0Yes (X)Yes (X)$0$21,500$0
J DANIEL CONNOR
DIRECTOR (3/17 THRU 5/17)1.01.0Yes (X)$0$834,094$40,083
MICHAEL JONES
DIRECTOR (EFF 3/17)1.01.0Yes (X)$0$12,750$0
JOHN LEWIS
DIRECTOR (EFF 3/17)1.01.0Yes (X)$0$47,250$0
RICHARD MCHUGH MD
DIRECTOR (EFF 3/17)1.01.0Yes (X)$0$13,500$0
JAMES SCHRAITH
DIRECTOR (EFF 3/17)1.01.0Yes (X)$0$21,500$0
PAUL STANDER MD
SECY/TREAS (EFF 3/17)1.01.0Yes (X)Yes (X)$0$17,500$0
DAVID GREEN
DIRECTOR (EFF 5/17)1.039.0Yes (X)$0$514,557$31,561
JAMES P COVERT
HCWP CEO (THRU 2/17)1.039.0Yes (X)$0$0$0
SUSAN BARNES
CFO (EFF 3/17)1.039.0Yes (X)$0$439,625$22,214
BHAVI SHAH
GEN COUNSL/ASST SEC (EFF 3/17)1.039.0Yes (X)$0$312,570$25,367
CHARLES WILCOX III
INTERIM DIV PRES (EFF 3/17)30.010.0Yes (X)$0$276,878$21,375
MONA PAPARI
LIFESOURCE MEDICAL DIRECTOR40.00.0$243,811$0$23,659Yes (X)
MICHELE TYSARCZYK
CENTRAL BLOOD BANK EXEC DIR40.00.0$168,237$0$69,327Yes (X)
CHELSEA SHEPPARD MD
VIRGINIA BLOOD SVCS MED DIR40.00.0$200,594$0$11,236Yes (X)
JASON CRANE
LS ASSOCIATE MEDICAL DIRECTOR40.00.0$176,103$0$44,577Yes (X)
TODD CAHILL
REGIONAL EXECUTIVE DIRECTOR40.00.0$199,918$0$20,148Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,562,778TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,716,991TotReportableCompRltdOrgAmt
Total Other Compensation$1,083,534TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K31IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
INCEPT CORPORATION
4150 BELDEN VILLAGE ST NW SUITE 2CANTONOH44718TELERECRUITMENT SVCS$1,202,157
CREATIVE TESTING SOLUTIONS
PO BOX 29871PHOENIXAZ85038DONOR TESTING$12,410,850
AIT WORLDWIDE LOGISTICS INC
PO BOX 66730CHICAGOIL60666SHIPPING$833,125
AMERICAN EXPEDITING COMPANY INC
801 NORTH PRIMOS AVENUEFOLCROFTPA19032SHIPPING$1,371,751
SUMMITT FACILITIES MANAGEMENT
2241 HILLWOOD COURTLIZELLAGA31052FACILITIES MGMT SVCS$1,026,706
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K17CntrctRcvdGreaterThan100KCnt
Federated Campaigns$429FederatedCampaignsAmt
Related Organizations$100,501RelatedOrganizationsAmt
Government Grants$269,638GovernmentGrantsAmt
All Other Contributions$172,692AllOtherContributionsAmt
Noncash Contributions$145,432NoncashContributionsAmt
Total Contributions$543,260TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
BLOOD PRODUCTS & COMPONENTS900099$97,135,027$97,135,027
FACTOR PROGRAM REVENUE621400$58,147,993$58,147,993
BLOOD & BLOOD RELATED TESTING900099$49,532,186$49,532,186
FieldValueIRS element (for citing)
Total Program Service Revenue$204,815,206TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,581,152TotalRevenueColumnAmt
Exclusion$1,581,152ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$90,998RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$49,233RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$41,765RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,765TotalRevenueColumnAmt
Exclusion$41,765ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$64,116OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$52,709OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$11,407OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,407TotalRevenueColumnAmt
Exclusion$11,407ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
REVENUE FROM AFFILIATED ORGANIZATIONS900099$604,223$604,223
REVENUE FROM RESEARCH900099$139,423$139,423
ADVERTISING INCOME900099$25,000$25,000

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,456TotalRevenueColumnAmt
Related Or Exempt Func Income$6,456RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$775,102OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$207,767,892TotalRevenueColumnAmt
Related Or Exempt Func Income$205,565,308RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$25,000UnrelatedBusinessRevenueAmt
Exclusion$1,634,324ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,595,404TotalAmt
Program Services$1,595,404ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$574,115TotalAmt
Program Services$120,674ProgramServicesAmt
Management And General$453,441ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$50,940,790TotalAmt
Program Services$50,940,790ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,788,704TotalAmt
Program Services$3,788,704ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,032,871TotalAmt
Program Services$8,032,871ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,625,357TotalAmt
Program Services$3,625,357ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$158,079TotalAmt
Management And General$158,079ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,015TotalAmt
Program Services$1,015ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,208TotalAmt
Program Services$4,208ProgramServicesAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$98,373TotalAmt
Program Services$98,373ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$92,642TotalAmt
Management And General$92,642ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,196,681TotalAmt
Program Services$3,196,681ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,401,340TotalAmt
Program Services$1,401,340ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,285,689TotalAmt
Program Services$7,285,689ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,119,921TotalAmt
Program Services$1,119,921ProgramServicesAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,193,959TotalAmt
Program Services$6,193,959ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,101,064TotalAmt
Program Services$2,101,064ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$22,090TotalAmt
Program Services$22,090ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,541TotalAmt
Program Services$4,541ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,866,845TotalAmt
Program Services$5,866,845ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$417,471TotalAmt
Program Services$417,471ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FACTOR PROGRAM EXPENSES$42,751,065$42,751,065$0$0
TESTING & LABORATORY SUPPLIES$33,292,985$33,292,985$0$0
ITXM SHARED SERVICES$22,306,432$0$22,306,432$0
BLOOD PRODUCTS & COMPONENTS$11,268,679$11,268,679$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,607,548TotalAmt
Program Services$3,607,548ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$209,747,868TotalAmt
Program Services$186,737,274ProgramServicesAmt
Management And General$23,010,594ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$251,593BOYAmt
EOY$166,694EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$51,574BOYAmt
EOY$40,612EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,978,798BOYAmt
EOY$18,874,875EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$6,686,038BOYAmt
EOY$8,157,572EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$926,941BOYAmt
EOY$765,685EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$118,051,544LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$56,676,057LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$63,570,921BOYAmt
EOY$61,375,487EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$182,574,413BOYAmt
EOY$99,023,265EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$127,994BOYAmt
EOY$109,998EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,852,177BOYAmt
EOY$7,934,026EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$286,020,449BOYAmt
EOY$196,448,214EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$16,615,000BOYAmt
EOY$16,467,015EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,196,786BOYAmt
EOY$721,502EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$281,748BOYAmt
EOY$308,468EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$4,497,354EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,093,534BOYAmt
EOY$21,994,339EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$204,385,915BOYAmt
EOY$104,421,875EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$63,541,000BOYAmt
EOY$70,032,000EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$267,926,915BOYAmt
EOY$174,453,875EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$286,020,449BOYAmt
EOY$196,448,214EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,979,976ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$8,913,032NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$100,406,096OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$325,632CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$458,039CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$448,649CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$584,869CurrentTaxYearMinus1YearAmt
Current Tax Year$543,260CurrentTaxYearAmt
Total$2,360,449TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$159,552,851CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$202,368,028CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$194,701,254CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$191,016,919CurrentTaxYearMinus1YearAmt
Current Tax Year$204,815,206CurrentTaxYearAmt
Total$952,454,258TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$159,878,483CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$202,826,067CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$195,149,903CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$191,601,788CurrentTaxYearMinus1YearAmt
Current Tax Year$205,358,466CurrentTaxYearAmt
Total$954,814,707TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$112,635,772CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,989,926CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$106,983,323CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$104,964,575CurrentTaxYearMinus1YearAmt
Current Tax Year$84,996,384CurrentTaxYearAmt
Total$507,569,980TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$112,635,772CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,989,926CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$106,983,323CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$104,964,575CurrentTaxYearMinus1YearAmt
Current Tax Year$84,996,384CurrentTaxYearAmt
Total$507,569,980TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$447,244,727PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,460,958CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,770,341CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,935,564CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,496,025CurrentTaxYearMinus1YearAmt
Current Tax Year$1,672,150CurrentTaxYearAmt
Total$15,335,038TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,000CurrentTaxYearMinus1YearAmt
Current Tax Year$25,000CurrentTaxYearAmt
Total$50,000TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,460,958CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,770,341CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,935,564CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,521,025CurrentTaxYearMinus1YearAmt
Current Tax Year$1,697,150CurrentTaxYearAmt
Total$15,385,038TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$800,431CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,183,298CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,074,384CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,013,614CurrentTaxYearMinus1YearAmt
Current Tax Year$750,102CurrentTaxYearAmt
Total$4,821,829TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$163,139,872CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$206,779,706CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$198,159,851CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$199,136,427CurrentTaxYearMinus1YearAmt
Current Tax Year$207,805,718CurrentTaxYearAmt
Total$975,021,574TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.45870PublicSupportCY509Pct
Public Support PY5090.41499PublicSupportPY509Pct
Investment Income CY0.01578InvestmentIncomeCYPct
Investment Income PY0.01601InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstfalsePowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsfalseTimelyProvidedDocumentsInd
Officers Close RelationshipfalseOfficersCloseRelationshipInd
Supported Org Voice InvestmentfalseSupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Other Gross Income OtherGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Production Income ProductionIncomeGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
FieldValueIRS element (for citing)
Discount Claimed$0DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$0CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$0CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$0CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$0CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$0CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$0CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Other Distributions$0CYOtherDistributionsAmt
CY Total Annual Distributions$0CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$0CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt
CY Distribution Yr0CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$0CyovAppliedUnderdistrCPYAmt
Excess Distribution Cyov$0ExcessDistributionCyovAmt
CY Total Annual Distributions$0CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
Excess Distribution$0ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART IIIFormAndLineReferenceDesc
ExplanationTHE IRS EO BUSINESS MASTER FILE ERRONEOUSLY LISTS EACH OF THE ORGANIZATIONS INCLUDED IN THIS RETURN AS A SECTION 509(A)(3) SUPPORTING ORGANIZATION. HOWEVER, ALL ORGANIZATIONS INCLUDED IN THE RETURN ARE EITHER SECTION 509(A)(1) OR 509(A)(2) ORGANIZATIONS. APPROPRIATELY, SCHEDULE A, PART III HAS BEEN COMPLETED FOR THE SECTION 509(A)(2) ORGANIZATIONS, AND SCHEDULE A, PART IV HAS NOT BEEN COMPLETED. SCHEDULE A, PART III, LINE 12 THE AMOUNT ON LINE 12 DOES NOT INCLUDE CAPITAL GAINS IN THE AMOUNT OF: 2012 $337,871 2013 $6,461 2014 $(592) 2015 $23,178 2016 $11,407ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$98,373DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$98,373TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1GFormAndLineReferenceDesc
ExplanationA CONSULTANT IS COMPENSATED TO ACT AS THE EXECUTIVE DIRECTOR AND LEGISLATIVE COORDINATOR FOR THE ILLINOIS COALITION OF COMMUNITY BLOOD CENTERS. THE CONSULTANT RESEARCHES DONOR TRENDS AND WAYS TO IMPROVE BLOOD DONATIONS AND ACTS AS AN ADVOCATE FOR THE SUCCESSFUL PASSAGE OF LEGISLATION THAT WILL HELP INCREASE BLOOD DONATIONS. A LEGAL FIRM IS RETAINED FOR REPRESENTATION ON MATTERS AFFECTING PUBLIC POLICY WHICH INVOLVES LOBBYING CONGRESS TO RECOMMEND TO HRSA TO GRANT AN EXCEPTION ON THE USE OF 340B FUNDS FOR A RELATED, BUT DIFFERENT, COMMUNITY HEALTH CAUSE.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$704,950InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$6,592,304OtherCostOrOtherBasisAmt
Book Value$7,297,254BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$4,962,278InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$57,668,058OtherCostOrOtherBasisAmt
Depreciation$21,003,722DepreciationAmt
Book Value$41,626,614BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,452,987OtherCostOrOtherBasisAmt
Depreciation$4,015,792DepreciationAmt
Book Value$2,437,195BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,469,515OtherCostOrOtherBasisAmt
Depreciation$20,479,164DepreciationAmt
Book Value$6,990,351BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,201,452OtherCostOrOtherBasisAmt
Depreciation$11,177,379DepreciationAmt
Book Value$3,024,073BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$61,375,487TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
FIXED INCOME FUNDS$20,750,005F
EQUITY FUNDS$65,308,879F
SHORT-TERM INVESTMENTS$57,122F
ALTERNATIVE INVESTMENTS$12,907,259F
FieldValueIRS element (for citing)
Total Book Value Securities$99,023,265TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPAYABLE TO BSIDesc
Amt$4,497,354Amt
FieldValueIRS element (for citing)
Total Liability$4,497,354TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE DFormAndLineReferenceDesc
ExplanationPART X, LINE 2 THE SUBSIDIARIES OF THE INSTITUTE FOR TRANSFUSION MEDICINE RECEIVED A CONSOLIDATED AUDITED FINANCIAL STATEMENT FOR THE TAX YEAR ENDING FEBRUARY 28, 2017 THAT WAS PREPARED IN ACCORDANCE WITH GAAP. A FIN 48 FOOTNOTE TO THE AUDITED FINANCIAL STATEMENTS DISCLOSED "ITXM'S CONSOLIDATED BALANCE SHEET DOES NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS; FURTHER, ITXM HAS NO UNRECOGNIZED TAX BENEFITS."ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestments$8,824,082
Europe (Including Iceland and Greenland)Investments$4,083,177
FieldValueIRS element (for citing)
Subtotal Spent$12,907,259SubtotalSpentAmt
Total Spent$12,907,259TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
UNIVERSITY OF PITTSBURGH-DEPT OF MEDICINE
1218 SCAIFE HALLPITTSBURGHPA15261250965591501(C)(3)$1,375,000ESTABLISH A HEMOSTASIS AND VASCULAR BIOLOGY INSTITUTE TO FURTHER BASIC AND CLINIC RESEARCH AND EDUCATION REGARDING BLOOD DISEASES
WESTERN PA CHAPTER OF THE HEMOPHILIA FDN
20411 RT 19 UNIT 14CRANBERRYPA16066251359331501(C)(3)$125,000TO IMPROVE THE LIVES OF THE MEMBERS OF THE BLEEDING DISORDERS COMMUNITY THROUGH EDUCATIONAL PROGRAMS, GUIDANCE AND SUPPORT.
FDN FOR WOMEN & GIRLS WITH BLEEDING DISORDERS
11 CLOVERHILL PLACEMONTCLAIRNJ04042272456813501(C)(3)$75,000ENSURE WOMEN AND ADOLESCENT GIRLS WITH BLOOD DISORDERS ARE CORRECTLY DIAGNOSED AND OPTIMALLY TREATED AND MANAGED AT EVERY LIFE STAGE.
CHILDREN'S HOSPITAL OF PHILADELPHIA
3501 CIVIC CENTER BLVDPHILAPA19104231352166501(C)(3)$20,404SUPPORT THE ANNUAL EDUCATIONAL MEETING FOR FEDERALLY FUNDED HEMOPHILIA TREATMENT CENTERS.
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IFormAndLineReferenceDesc
ExplanationLINE 2 - HEMOPHILIA CENTER OF WESTERN PENNSYLVANIA AS PART OF ITS ANNUAL BUDGET PROCESS, THE HEMOPHILIA CENTER DETERMINES APPROPRIATE LEVELS OF COMMUNITY SUPPORT BASED ON REQUESTS RECEIVED BY 501(C)(3) ORGANIZATIONS WHO SHARE SIMILAR MISSIONS IN SERVICING THE NEEDS OF THE BLEEDING DISORDERS COMMUNITY. THE CENTER REVIEWS ALL REQUESTS ALONG WITH PRIOR FUNDING REPORTS FROM THE ORGANIZATIONS WHICH ARE PRESENTED TO THE CENTER PRESIDENT/MEDICAL DIRECTOR AND EXECUTIVE DIRECTOR AND THEN SUBSEQUENTLY VOTED ON BY THE BOARD DURING THE ADOPTION OF THE ANNUAL BUDGET. EACH FUNDING REQUEST REQUIRES THE RECIPIENT ORGANIZATION TO SIGN A FINANCIAL ASSISTANCE AGREEMENT WHICH STIPULATES THE DURATION OF THE FUNDING, THE AMOUNT OF THE FUNDING, THE INTENDED USE OF THE FUNDS, AND REQUIRES AN ACCOUNTING OF THE UTILIZED FUNDS. ALL RESEARCH GRANT FUNDING PROVIDED BY THE HEMOPHILIA CENTER MUST BE APPROVED BY THE HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA).ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES P COVERT
CBB,PRES & CEO (THRU 2/17)$0$473,212$0$141,363$0$0$0$213,255$0$28,532$0$856,362$0$0
MARK J GIAQUINTO
CBB SECY/TREAS (THRU 2/17)$0$280,358$0$31,152$0$0$0$92,582$0$22,693$0$426,785$0$0
DIANE MERKT
CBB VP (THRU 4/17)$0$230,316$0$26,116$0$0$0$86,996$0$9,603$0$353,031$0$0
LINDA HAHN
CLINICAL SVCS OFFICR(THRU2/17)$203,960$0$16,372$0$28,018$0$125,693$0$21,284$0$395,327$0$0$0
ANDREA CORTESE HASSETT PHD
ITXM DIAG OFFICER (THRU 2/17)$187,924$0$17,167$0$0$0$129,661$0$24,510$0$359,262$0$0$0
MONA PAPARI
LIFESOURCE MEDICAL DIRECTOR$243,811$0$0$0$0$22,451$0$1,208$0$267,470$0$0$0
MICHELE TYSARCZYK
CENTRAL BLOOD BANK EXEC DIR$151,780$0$8,505$0$7,952$0$46,785$0$22,542$0$237,564$0$0$0
CHELSEA SHEPPARD MD
VIRGINIA BLOOD SVCS MED DIR$200,594$0$0$0$0$0$8,012$0$3,224$0$211,830$0$0$0
JASON CRANE
LS ASSOCIATE MEDICAL DIRECTOR$176,103$0$0$0$0$0$16,154$0$28,423$0$220,680$0$0$0
TODD CAHILL
REGIONAL EXECUTIVE DIRECTOR$167,720$0$32,198$0$0$0$0$0$20,148$0$220,066$0$0$0
J DANIEL CONNOR
DIRECTOR (3/17 THRU 5/17)$0$699,339$0$123,505$0$11,250$0$28,600$0$11,483$0$874,177$0$0
SUSAN BARNES
CFO (EFF 3/17)$0$344,201$0$56,235$0$39,189$0$10,600$0$11,614$0$461,839$0$28,901
BHAVI SHAH
GEN COUNSL/ASST SEC (EFF 3/17)$0$261,118$0$41,163$0$10,289$0$10,600$0$14,767$0$337,937$0$0
CHARLES WILCOX III
INTERIM DIV PRES (EFF 3/17)$0$255,202$0$12,445$0$9,231$0$10,600$0$10,775$0$298,253$0$0
DAVID GREEN
DIRECTOR (EFF 5/17)$0$393,160$0$111,109$0$10,288$0$16,152$0$15,409$0$546,118$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IPART I, LINE 1A THE SUBSIDIARIES OF THE INSTITUTE FOR TRANSFUSION MEDICINE DO NOT REIMBURSE FOR FIRST CLASS TRAVEL BUT SOMETIMES UPGRADES ARE MADE FOR BOARD MEMBERS AND SENIOR MANAGEMENT USING DISCOUNT OR FREQUENT FLIER COUPONS; EXECUTIVE/SOCIAL DUES ARE PAID FOR THE CEO AND CFO; AIRLINE AND EXECUTIVE CLUB DUES ARE PAID FOR SOME OF SENIOR MANAGEMENT. PART I, LINE 3 THE INSTITUTE FOR TRANSFUSION MEDICINE, THE PARENT COMPANY, ESTABLISHES THE COMPENSATION OF THE CEO USING THE SIX MEASURES DESCRIBED IN PART I, LINE 3. PART I, LINE 4A EFFECTIVE MARCH 1, 2017, THE INSTITUTE FOR TRANSFUSION MEDICINE ("ITXM"), THE CENTRAL PARENT ORGANIZATION OF THE ORGANIZATIONS INCLUDED IN THIS GROUP FORM 990, AMENDED ITS ARTICLES OF INCORPORATION AND BYLAWS SUCH THAT BLOOD SYSTEMS INC ("BSI") BECAME ITXM'S SOLE CORPORATE MEMBER. AS PART OF THE MARCH 1, 2017 BSI MEMBERSHIP EVENT, ITXM'S BOARD OF DIRECTORS WAS RECONSTITUTED. PRIOR TO MARCH 1, 2017, THE FORMER ITXM BOARD APPROVED A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT DESCRIBED IN PART I, LINE 4A FOR ITXM'S FORMER CEO. THIS PAYMENT WAS MADE BEFORE MARCH 1, 2017, BUT AFTER DECEMBER 31, 2016. THEREFORE, ALTHOUGH THE PAYMENT WAS MADE DURING ITXM'S 2016 (FY 6.30.17) TAX YEAR, BECAUSE SUCH PAYMENT IS REPORTED ON THE FORMER ITXM CEO'S 2017 FORM W-2, IT IS NOT REFLECTED IN THE FORMER CEO'S COMPENSATION REPORTED IN PART VII OF THE FORM 990 OR IN PART II OF SCHEDULE J. IN COMPLIANCE WITH THE FORM 990 INSTRUCTIONS, THE FORMER CEO'S 2016 W-2 AND OTHER 2016 COMPENSATION IS REPORTED ON THIS RETURN. THE SEVERANCE OR CHANGE-OF-CONTROL PAYMENT INCLUDED IN THE FORMER ITXM CEO'S 2017 FORM W-2 WILL BE REFLECTED ON ITXM'S 2017 FORM 990. PART I, LINE 4B JAMES COVERT-TERMINATED 02/17 $176,974; MARK GIAQUINTO-TRANSFERRED TO BLOOD SCIENCE FOUNDATION 03/17 $64,903; DIANE MERKT-TERMINATED 04/17 $60,117; ANDREA CORTESE-HASSETT $56,454; LINDA HAHN RECEIVED A REQUIRED NON QUALIFIED PLAN DISTRIBUTION PAYMENT OF $28,018.
PART IIPART I, LINES 5 AND 6 AND PART II B(II) PERFORMANCE BASED BONUSES ARE PAID TO SENIOR AND MIDDLE MANAGEMENT ACCORDING TO CRITERIA WHICH IS ESTABLISHED AT THE BEGINNING OF THE YEAR BY THE COMPENSATION COMMITTEE OF THE BOARD. THE CRITERIA INCLUDES THE ORGANIZATION'S OVERALL OPERATING AND FINANCIAL RESULTS ALONG WITH ACTIVITY AND QUALITY METRICS.

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp
Securities Publicly TradedSecuritiesPubliclyTradedGrp
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)OIL CHANGE VOUCHERS1$51,425FMV
Yes (X)GIFT CARDS/CERTIFICATES43$81,792FMV
Yes (X)OTHER7$12,215FMV
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IIIFormAndLineReferenceDesc
ExplanationLINE 3 THE PROGRAM SERVICE ACCOMPLISHMENTS OF THE BLOOD SCIENCE FOUNDATION ("BSF") (EIN: 25-1562715) ARE NOT REPORTED ON LINE 4D THIS YEAR AS THIS ENTITY IS NO LONGER INCLUDED IN THE GROUP RETURN. EFFECTIVE MARCH 1, 2017, BSF AMENDED ITS ARTICLES OF INCORPORATION AND BYLAWS TO REMOVE THE INSTITUTE FOR TRANSFUSION MEDICINE ("ITXM") AS BSF'S SOLE CORPORATE MEMBER. AS A RESULT, ITXM, THE CENTRAL PARENT ORGANIZATION OF THE SUBSIDIARIES OF THE INSTITUTE FOR TRANSFUSION MEDICINE GROUP RULING ("THE GROUP RULING"), DOES NOT HAVE THE REQUISITE CONTROL OVER BSF FOR BSF TO BE INCLUDED IN THE GROUP RULING. FOR THE TAX YEAR ENDED JUNE 30, 2017, BSF FILED A SEPARATE FORM 990. PART VI, SECTION A, LINE 6 THE INSTITUTE FOR TRANSFUSION MEDICINE IS THE SOLE CORPORATE MEMBER OF EACH ORGANIZATION THAT IS INCLUDED IN THIS FORM 990. PART VI, SECTION A, LINES 7A & 7B THE INSTITUTE FOR TRANSFUSION MEDICINE, AS THE SOLE CORPORATE MEMBER OF EACH ORGANIZATION INCLUDED IN THE GROUP RETURN, HAS THE POWER TO CARRY OUT THE LISTED FUNCTIONS WITH RESPECT TO EACH ORGANIZATION INCLUDED IN THE GROUP RETURN: (A) OVERSEE AND MONITOR THE CONDUCT OF THE BUSINESS AND ACTIVITIES TO DETERMINE WHETHER THEY ARE PROPERLY MANAGED IN RELATION TO THE CHARITABLE, COMMUNITY SERVICE AND STRATEGIC MISSION AND GOALS OF THE CORPORATION AND IN COMPLIANCE WITH APPLICABLE LAWS, REGULATIONS AND BOARD-MANDATED POLICIES; (B) EXERT FINAL DECISION-MAKING AUTHORITY OVER CHOICES RELATING TO ORGANIZATIONAL STRUCTURE, STRATEGIC GOALS AND ECONOMIC OBJECTIVES, MAJOR OPERATING POLICIES AND SIGNIFICANT FINANCIAL ACCOUNTING PRINCIPLES AND PRACTICES; (C) SELECT, REGULARLY EVALUATE, FIX THE COMPENSATION OF AND (WHEN APPROPRIATE) REPLACE THE SENIOR EXECUTIVE OFFICERS AND THE MEMBERS OF THE BOARD; (D) SELECT EXTERNAL CERTIFIED PUBLIC ACCOUNTANTS TO CONDUCT AN ANNUAL EXAMINATION AND AUDIT OF THE CORPORATION'S FINANCIAL STATEMENTS; (E) SELECT CORPORATE LEGAL COUNSEL TO ADVISE THE BOARD IN PERFORMING ITS FUNCTIONS AND THE MEMBERS OF THE BOARD IN PERFORMING THEIR FIDUCIARY DUTIES; (F) REVIEW AND APPROVE MAJOR PLANS, COMMITMENTS AND INITIATIVES, INCLUDING ACQUISITIONS, DIVESTITURES AND CAPITAL EXPENDITURE PROGRAMS AND PROJECTS, PROPOSED BY THE SENIOR EXECUTIVE OFFICERS, ALL WITH DUE REGARD FOR POTENTIAL BENEFITS AND RISKS RELATIVE TO THE CORPORATION'S CHARITABLE, COMMUNITY SERVICE AND STRATEGIC MISSION AND GOALS; (G) PROVIDE ADVICE AND GUIDANCE TO THE SENIOR EXECUTIVE OFFICERS IN CONNECTION WITH THE BUSINESS AND ACTIVITIES AND ASSIST IN GAINING ACCESS TO KEY EXTERNAL RESOURCES FOR ADVANCEMENT OF THE CHARITABLE AND COMMUNITY SERVICE MISSION; AND (H) EXERCISE SUCH OTHER POWERS AS HAVE BEEN DELEGATED AND PERFORM SUCH OTHER FUNCTIONS AS ARE PRESCRIBED BY APPLICABLE LAWS AND REGULATIONS. PART VI, SECTION B, LINE 11 THE 990 IS COMPLETED BY MANAGEMENT AND IS REVIEWED BY AN EXTERNAL, INDEPENDENT ACCOUNTING FIRM. THE 990 HAS BEEN REVIEWED BY THE PARENT'S EXECUTIVE LEADERSHIP AND A COPY HAS BEEN SENT TO THE BOARD GOVERNING THE SUBSIDIARIES FOR THEIR REVIEW PRIOR TO FILING. PART VI, SECTION B, LINE 12C PRIOR TO MARCH 1, 2017, THE SUBSIDIARIES OF THE INSTITUTE FOR TRANSFUSION MEDICINE FOLLOWED ITXM'S CONFLICT OF INTEREST POLICY. UNDER THIS POLICY, ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES WERE REQUIRED TO SUBMIT A FORM ANNUALLY DISCLOSING ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. THE FORMS WERE REVIEWED BY THE GOVERNANCE COMMITTEE WHICH THEN DETERMINED WHETHER A CONFILCT EXISTED. ANY PERSON DEEMED TO HAVE A CONFLICT DURING THE YEAR WAS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING CONFLICTED TRANSACTIONS. EFFECTIVE MARCH 1, 2017, THE RECONSTITUTED BOARDS OF THE SUBSIDIARIES ADOPTED A CONFLICT OF INTEREST POLICY THAT MIRRORED BSI'S POLICY. PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE INSTITUTE FOR TRANSFUSION MEDICINE BOARD OF DIRECTORS RETAINS AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT TO ANNUALLY REVIEW AND ANALYZE THE MARKET COMPETITIVENESS, REASONABLENESS AND APPROPRIATENESS OF EXECUTIVE PAY AT ITXM AND ITS SUBSIDIARIES. THIS ANALYSIS INCLUDES THE CEO, EXECUTIVES REPORTING DIRECTLY TO THE CEO AND EMPLOYEES WHOSE BASE SALARIES EXCEED THE LOWEST PAID DIRECT REPORT TO THE CEO. AT THE REQUEST OF THE COMPENSATION COMMITTEE, THE COMPENSATION CONSULTANT CONDUCTS AN ANNUAL COMPETITIVE ANALYSIS THAT FOCUSES ON BASE PAY, SHORT-TERM INCENTIVE PAY AND LONG-TERM INCENTIVE PAY AND CONDUCTS A TOTAL COMPENSATION ANALYSIS INCLUSIVE OF INDIRECT COMPENSATION AND OTHER NON-CASH COMPENSATION ELEMENTS EVERY THREE TO FIVE YEARS DEPENDING ON REGULATORY, LEGISLATIVE AND EXTERNAL ACTIONS AND TRENDS. THE COMPETITIVE ANALYSES ARE CONDUCTED ACCORDING TO A BOARD-APPROVED EXECUTIVE COMPENSATION STRATEGY AND MARKET ANALYSIS METHODOLGY. PART VI, SECTION C LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART VII, SECTION A EFFECTIVE WITH THE BSI MERGER, THE BOARD OF DIRECTORS FOR CENTRAL BLOOD BANK, LIFESOURCE BLOOD SERVICES, VIRGINIA BLOOD SERVICES, ITXM CLINICAL SERVICES AND ITXM DIAGNOSTICS MIRROR THAT OF ITXM. AS SUCH, THE FOLLOWING ITXM BOARD MEMBERS AND OFFICERS ALSO SERVE AS BOARD MEMBERS AND OFFICERS FOR THESE ENTITIES: PATRICIA ABREGO-SANTUCCI SUNNY CHICO ROBERT COLE J. DANIEL CONNOR (THRU 5/17) MICHAEL JONES JOHN LEWIS RICHARD MCHUGH JAMES SCHRAITH PAUL SANDERS SUSAN BARNES BHAVI SHAH CHARLES WILCOX DAVID GREEN (EFF 5/17) PART XI, LINE 9 BLOOD SCIENCE FOUNDATION (NO LONGER PART OF GROUP RETURN) $ (98,619,532) FUND BALANCE TRANSFERS TO PARENT (1,786,564) TOTAL TO FORM 990, PART XI, LINE 9 $(100,406,096)ExplanationTxt

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
BLOOD SCIENCE FOUNDATION
875 GREENTREE ROAD PARKWAY CENTERPITTSBURGHPA15220251562715FUNDRAISINGPA501(c)(3)12DITXMYes (true)
BLOOD SYSTEMS INC
6210 E OAK STSCOTTSDALEAZ85257860098929BLOOD BANKAZ501(C)(3)10NAfalse
CREATIVE TESTING SOLUTIONS
6210 EAST OAK STREETSCOTTSDALEAZ85257271120123SAFETY TESTAZ501(C)(3)11BSIYes (true)
BLOOD BANK SAN BERNARDINORIVERSIDE FDN
POBOX 1429SAN BERNARDINOCA92402208911074FUNDRAISINGCA501(C)(3)12-TYPE IBBSBRCYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1GEISINGER BLOOD CTRBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PC5 875 GRNTREE RD PGHPA 15220AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15220ZIPCd
FieldValueIRS element (for citing)
EIN364718005EIN
Primary ActivitiesBLOOD BANKPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCd
CANYON STATE INSURANCE COMPANY
WEST BAY ROADGRAND CAYMANCJ941084327INVESTMENTCJN/AFOREIGN
BIOCARE INC
813906720PHARMAN/AC CORP6210 E OAK STSCOTTSDALEAZ85257AZ
TRANSFUSION TECHNOLOGY INC
223494865INACTIVEN/AC CORP102 CHESTNUT RIDGE ROADMONTVALENJ07645NJ
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (11 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
LIFESOURCE GEISINGER BLOOD CENTER
L$3,232,696FMV
INSTITUTE FOR TRANSFUSION MEDICINE
J$569,849FMV
INSTITUTE FOR TRANSFUSION MEDICINE
M$22,276,090FMV
INSTITUTE FOR TRANSFUSION MEDICINE
P$2,121,564FMV
BLOOD SYSTEMS INC
P$6,514,604FMV
BLOOD BANK OF SAN BERNARDINO & RIVERSIDE
P$200,836FMV
BERGEN COMMUNITY REGIONAL BLOOD CENTER INC
P$99,228FMV
BLOOD SYSTEMS INC
Q$90,552FMV
CREATIVE TESTING SOLUTIONS
J$160,995FMV
CREATIVE TESTING SOLUTIONS
M$4,401,106FMV
BIOCARE INC
P$1,317,589FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IIIFormAndLineReferenceDesc
ExplanationEFFECTIVE JANUARY 31, 2017, THE BOARD OF DIRECTORS VOTED TO DISSOLVE GEISINGER BLOOD CENTER.ExplanationTxt

Affiliate Listing AffiliateListing

Affiliate Listing AffiliateListingGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINBusiness Name ControlBusinessNameControlTxt
CENTRAL BLOOD BANK
5 PARKWAY CENTER 875 GREENTREE RDPITTSBURGHPA15220251055312INST
LIFESOURCE
5 PARKWAY CENTER 875 GREENTREE RDpittsburghPA15220363492969INST
ITXM CLINICAL SERVICES
5 PARKWAY CENTER 875 GREENTREE RDPITTSBURGHPA15220251839168INST
HEMOPHILIA CENTER OF WESTERN PA
5 PARKWAY CENTER 875 GREENTREE RDPITTSBURGHPA15220251562716INST
itxm diagnostics inc
5 PARKWAY CENTER 875 GREENTREE RDpittsburghPA15220030497690INST
VIRGINIA BLOOD SERVICES
5 PARKWAY CENTER 875 GREENTREE RDPITTSBURGHPA15220540959121INST

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