NATIONAL BLOOD FOUNDATION RESEARCH AND: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
NATIONAL BLOOD FOUNDATION RESEARCH AND (EIN 52-2059102)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-08-11
IRS object ID
201532239349301268
Schema version
2013v4.0
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)
Return2015-08-11T11:14:42-05:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14250 N FAIRFAX DRIVE SUITE 1020AddressLine1
CityARLINGTONCity
StateVAState
ZIP Code22203ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522059102EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL BLOOD FOUNDATION RESEARCH ANDBusinessNameLine1
Business Name Line2EDUCATION TRUST FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone3019076977PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18101 GLENBROOK ROADAddressLine1
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS HOPKINSPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone3019076977PhoneNum
Signature2015-08-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA LAFFERTYPreparerPersonNm
PTINP01222987PTIN
Phone5712279500PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMIRIAM MARKOWITZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18101 GLENBROOK ROADAddressLine1
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,900,594GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AABB.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTO ADVANCE, THROUGH SCIENTIFIC RESEARCH, THE PRACTICE AND STANDARDS OF TRANSFUSION MEDICINE AND CELLULAR AND RELATED BIOLOGICAL THERAPIES.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$776,482PYContributionsGrantsAmt
CY Contributions Grants$830,599CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,467,800PYInvestmentIncomeAmt
CY Investment Income$1,062,732CYInvestmentIncomeAmt
PY Other Revenue$1,029PYOtherRevenueAmt
CY Other Revenue$7,263CYOtherRevenueAmt
PY Total Revenue$2,245,311PYTotalRevenueAmt
CY Total Revenue$1,900,594CYTotalRevenueAmt
PY Grants And Similar Paid$300,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$516,587CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$74,754CYTotalFundraisingExpenseAmt
PY Other Expenses$227,943PYOtherExpensesAmt
CY Other Expenses$173,752CYOtherExpensesAmt
PY Total Expenses$527,943PYTotalExpensesAmt
CY Total Expenses$690,339CYTotalExpensesAmt
PY Revenues Less Expenses$1,717,368PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,210,255CYRevenuesLessExpensesAmt
Total Assets BOY$10,605,810TotalAssetsBOYAmt
Total Assets EOY$11,317,084TotalAssetsEOYAmt
Total Liabilities BOY$15,621TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,367TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,590,189NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,298,717NetAssetsOrFundBalancesEOYAmt
MissionTO ADVANCE, THROUGH SCIENTIFIC RESEARCH, THE PRACTICE AND STANDARDS OF TRANSFUSION MEDICINE AND CELLULAR AND RELATED BIOLOGICAL THERAPIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$575,126ExpenseAmt
Grant$516,587GrantAmt
DescSEVEN (7) GRANTS WERE AWARDED TO SEVEN (7) PRINCIPAL INVESTIGATORS AT SEVEN (7) INSTITUTIONS. SIX (6) WERE AWARDED FOR BLOOD TRANSFUSION RESEARCH AND ONE (1) WAS AWARDED FOR CELLULAR THERAPY RESEARCH. THE RESEARCH FINDINGS ARE PUBLISHED BY AMERICAN ASSOCIATION OF BLOOD BANKS AND OTHER BLOOD TRANSFUSION AND SCIENTIFIC JOURNALS AND PERIODICALS.Desc
Total Program Service Expenses$575,126TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS HOPKINSBusinessNameLine1
FieldValueIRS element (for citing)
Phone2403336615PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18101 GLENBROOK RDAddressLine1
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
JACK MCGUIRE MBA
TRUSTEE1.00Yes (X)$0$0$0
JEANNE HENDRICKSON MD
TRUSTEE1.00Yes (X)$0$0$0
TOM GRAHAM MBA
TRUSTEE1.00Yes (X)$0$0$0
LOUIS M KATZ MD
TRUSTEE1.00Yes (X)$0$0$0
DAVID PEREZ
CHAIR1.00Yes (X)$0$0$0Yes (X)
THOMAS PUCKETT
TRUSTEE1.00Yes (X)$0$0$02.00
J DANIEL CONNOR MBA
TRUSTEE1.00Yes (X)$0$0$0Yes (X)
ZBIGNIEW SZCZEPIORKOWSKI MD
TRUSTEE1.00Yes (X)$0$0$0Yes (X)2.00
KAREN L SHOOS JD
FORMER CEO2.00$0$302,565$38,918Yes (X)40.00
MARK R CONHEADY
FORMER CFO2.00$0$184,704$27,724Yes (X)40.00
MIRIAM MARKOWITZ
CEO, EX-OFFICIO MEMBER2.00$0$226,946$49,243Yes (X)40.00
THOMAS HOPKINS
CFO2.00$0$0$0Yes (X)40.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$714,215TotReportableCompRltdOrgAmt
Total Other Compensation$115,885TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$830,599AllOtherContributionsAmt
Total Contributions$830,599TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,062,732TotalRevenueColumnAmt
Exclusion$1,062,732ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$7,263TotalRevenueColumnAmt
Exclusion$7,263ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,263OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,900,594TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,069,995ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$450,000TotalAmt
Program Services$450,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$66,587TotalAmt
Program Services$66,587ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$124,590TotalAmt
Program Services$37,377ProgramServicesAmt
Management And General$12,459ManagementAndGeneralAmt
Fundraising$74,754FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,590TotalAmt
Management And General$23,590ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,527TotalAmt
Management And General$1,527ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,545TotalAmt
Program Services$2,662ProgramServicesAmt
Management And General$2,883ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescAWARD FEESDesc
Total$18,500TotalAmt
Program Services$18,500ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$690,339TotalAmt
Program Services$575,126ProgramServicesAmt
Management And General$40,459ManagementAndGeneralAmt
Fundraising$74,754FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$273,405BOYAmt
EOY$250,202EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,988,851BOYAmt
EOY$10,817,811EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$343,554BOYAmt
EOY$249,071EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,605,810BOYAmt
EOY$11,317,084EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,621BOYAmt
EOY$18,367EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,621BOYAmt
EOY$18,367EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,373,077BOYAmt
EOY$10,056,680EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$517,112BOYAmt
EOY$542,037EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$700,000BOYAmt
EOY$700,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,590,189BOYAmt
EOY$11,298,717EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,605,810BOYAmt
EOY$11,317,084EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,210,255ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$501,727NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
CertificationYes (X)CertificationInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION OF BLOOD BANKSBusinessNameLine1
FieldValueIRS element (for citing)
EIN362384118EIN
Organization Type7OrganizationTypeDesc
Governing Document ListedYes (1)GoverningDocumentListedInd
Supported Org NotifiedYes (1)SupportedOrgNotifiedInd
US OrganizedYes (1)USOrganizedInd
Support$0SupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt

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 D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$886,598BeginningYearBalanceAmt
Contributions$25ContributionsAmt
Investment Earnings Or Losses$45,618InvestmentEarningsOrLossesAmt
Other Expenditures$11,000OtherExpendituresAmt
Administrative Expenses$15,648AdministrativeExpensesAmt
End Year Balance$905,593EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$800,765BeginningYearBalanceAmt
Contributions$1,395ContributionsAmt
Investment Earnings Or Losses$98,012InvestmentEarningsOrLossesAmt
Administrative Expenses$13,574AdministrativeExpensesAmt
End Year Balance$886,598EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$633,023BeginningYearBalanceAmt
Contributions$101,664ContributionsAmt
Investment Earnings Or Losses$91,083InvestmentEarningsOrLossesAmt
Administrative Expenses$25,005AdministrativeExpensesAmt
End Year Balance$800,765EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$689,125BeginningYearBalanceAmt
Investment Earnings Or Losses-$19,605InvestmentEarningsOrLossesAmt
Administrative Expenses$36,497AdministrativeExpensesAmt
End Year Balance$633,023EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$656,633BeginningYearBalanceAmt
Contributions$3,990ContributionsAmt
Investment Earnings Or Losses$53,204InvestmentEarningsOrLossesAmt
Administrative Expenses$24,702AdministrativeExpensesAmt
End Year Balance$689,125EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.77300PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.22700TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,899,067TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$1,899,067RevenueSubtotalAmt
Investment Expenses Not Incld$1,527InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$1,527RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,900,594TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$688,812TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$688,812ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,527InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$1,527ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$690,339TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:PERMANENTLY RESTRICTED NET ASSETS REPRESENTS CONTRIBUTIONS RECEIVED FOR THE HEMPHILL-JORDAN LEADERSHIP AWARD, THE EMILY COOLEY MEMORIAL AWARD AND LECTURESHIP, THE TIBOR GREENWALT MEMORIAL AWARD AND LECTURESHIP, AND A CONTRIBUTION MADE BY THE ESTATE OF BERNICE HEMPHILL. THE EARNINGS FROM THE HEMPHILL-JORDAN CONTRIBUTIONS ARE TEMPORARILY RESTRICTED FOR THE PURPOSE OF HONORING LEADERS FROM THE BLOOD BANKING AND TRANSFUSION MEDICINE COMMUNITY WHO HAVE MADE SIGNIFICANT CONTRIBUTIONS IN THE AREAS OF ADMINISTRATION, QUALITY PROGRAMS, LAW, AND/OR GOVERNMENT AFFAIRS. THE EARNINGS FROM THE EMILY COOLEY CONTRIBUTION ARE TEMPORARILY RESTRICTED FOR THE PURPOSE OF HONORING AN INDIVIDUAL WHO HAS DEMONSTRATED TEACHING ABILITY AND HAS MADE A MAJOR CONTRIBUTION TO THE FIELD OF IMMUNOHEMATOLOGY AND TRANSFUSION MEDICINE OR CELLULAR THERAPIES. THE EARNINGS ON THE TIBOR GREENWALT CONTRIBUTION ARE TO BE ADDED TO THE ENDOWMENT UNTIL THE TOTAL ENDOWMENT REACHES $100,000, AT WHICH TIME ANY FUTURE EARNINGS WILL BE TEMPORARILY RESTRICTED FOR THE PURPOSE OF THE AWARD AND LECTURESHIP HONORING AN INDIVIDUAL WHO HAS MADE MAJOR SCIENTIFIC OR CLINICAL CONTRIBUTIONS TO HEMATOLOGY AND TRANSFUSION MEDICINE. THE EARNINGS FROM THE BERNICE HEMPHILL ESTATE CONTRIBUTION ARE TEMPORARILY RESTRICTED FOR THE PURPOSE OF ESTABLISHING A BLOOD-BANKING MUSEUM AT THE NATIONAL HEADQUARTERS.
PART X, LINE 2:THE TRUST HAS ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN INCOME TAX POSITIONS. THE TRUST HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THEY ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE TRUST'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TRUST IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE TRUST IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE FISCAL YEARS 2011 THROUGH 2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionSUB-SAHARAN AFRICARegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedGRANTS TO RECIPIENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$66,587RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$66,587SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$66,587TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

FieldValueIRS element (for citing)
Type Of AssistanceGRANT FOR SCIENTIFIC RESEARCH REGARDING RISK FACTORS OF HIV INFECTION IN SUB-SAHARAN AFRICA BLOOD DONORS - A PILOT PHASE IN CAMEROONTypeOfAssistanceTxt
RegionSUB-SAHARAN AFRICARegionTxt
Recipient1RecipientCnt
Cash Grant$66,600CashGrantAmt
Manner Of Cash DisbursementWIREMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
GRANT FOR SCIENTIFIC RESEARCH ON THE EFFECT OF GLUCOSE-6-PHOSPHATE DEHYDROGENASE DEFICIENCY ON RED BLOOD CELL STORAGE1$75,000
GRANT FOR SCIENTIFIC RESEARCH FOR A GENOMICS APPROACH TO TRANSFUSION RESPONDERS IN SICKLE CELL DISEASE1$75,000
GRANT FOR SCIENTIFIC RESEARCH FOR ANGIOTENSIN IN STEM CELL RECRUITMENT AND MOBILIZATION1$75,000
GRANT FOR SCIENTIFIC RESEARCH ON THE ESTABLISHMENT AND MAINTENANCE OF LYMPHOCYTE TOLERANCE TO RED BLOOD CELL ANTIGENS1$75,000
GRANT FOR SCIENTIFIC RESEARCH FOR THE PHYSIOLOGIC EFFECTS OF RBC STORAGE IN CHRONIC TRANSFUSION RECIPIENTS: VASOREACTIVITY, EXERCISE CAPACITY, AND OXYGEN CONSUMPTION1$75,000
GRANT FOR SCIENTIFIC RESEARCH FOR THE RECOMBINANT GLYCOPROTEIN FRAGMENTS FOR IMPROVED DETECTION OF ALLOANTIBODIES IN NEONATAL ALLOIMMUNE THROMBOCYTOPENIA (NAIT)1$75,000

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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
KAREN L SHOOS JD
FORMER CEO$0$252,733$0$45,000$0$4,832$0$18,688$0$20,230$0$341,483$0$0
MARK R CONHEADY
FORMER CFO$0$165,445$0$15,000$0$4,259$0$15,936$0$11,788$0$212,428$0$0
MIRIAM MARKOWITZ
CEO, EX-OFFICIO MEMBER$0$225,755$0$0$0$1,191$0$28,951$0$20,292$0$276,189$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE CEO RECEIVES NO COMPENSATION FROM NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST (NBFRET). THE CEO RECEIVES COMPENSATION FROM NBFRET'S RELATED ORGANIZATION, AMERICAN ASSOCIATION OF BLOOD BANKS (AABB). AABB'S PROCEDURE FOR DETERMINING THE COMPENSATION OF THE CEO IS: AT LEAST EVERY TWO YEARS, A COMPENSATION AND BENEFITS SPECIALIST REVIEWS ALL JOB AND JOB DESCRIPTIONS AND ENSURES THAT THE SALARY RANGE FOR EACH JOB IS COMPETITIVE WITH MARKET CONDITIONS. AABB'S HUMAN RESOURCES COMMITTEE ANNUALLY REVIEWS THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE PROCESS WAS LAST UNDERTAKEN IN 2013 FOR THE CEO.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11THE AUDIT AND ETHICS COMMITTEE WILL MEET AND APPROVE THE 990 AND AFTER THAT WILL PRESENT THE ACTION TAKEN AS A REPORT OF THE COMMITTEE TO THE FULL BOARD AT ITS NEXT REGULARLY SCHEDULED MEETING.
FORM 990, PART VI, SECTION B, LINE 12THE ORGANIZATION HAS ADOPTED THE POLICY OF ITS RELATED ORGANIZATION, AMERICAN ASSOCIATION OF BLOOD BANKS. ALL CONFLICT OF INTEREST FORMS ARE FILLED OUT ANNUALLY. TWICE A YEAR AT THE BOARD MEETINGS, THERE IS A POLICY TO ASK THAT ANYONE WITH A PERCEIVED CONFLICT OF INTEREST ABSTAIN FROM VOTING AND IN SOME CASES, THEY ARE ASKED TO LEAVE THE ROOM.
FORM 990, PART VI, SECTION B, LINE 15PART VI, LINE 15: THE CEO, OFFICERS AND KEY EMPLOYEES RECEIVE NO COMPENSATION FROM NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST (NBFRET). THE CEO, OFFICERS AND KEY EMPLOYEES RECEIVE COMPENSATION FROM NBFRET'S RELATED ORGANIZATION, AMERICAN ASSOCIATION OF BLOOD BANKS (AABB). AABB'S PROCEDURE FOR DETERMINING THE COMPENSATION OF THE CEO IS: AT LEAST EVERY TWO YEARS, A COMPENSATION AND BENEFITS SPECIALIST REVIEWS ALL JOB AND JOB DESCRIPTIONS AND ENSURES THAT THE SALARY RANGE FOR EACH JOB IS COMPETITIVE WITH MARKET CONDITIONS. AABB'S HUMAN RESOURCES COMMITTEE ANNUALLY REVIEWS THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE PROCESS WAS LAST UNDERTAKEN IN 2013 FOR THE CEO.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST; THE ORGANIZATION FOLLOWS THE SAME CONFLICT OF INTEREST POLICY AS ITS RELATED ORGANIZATION, AMERICAN ASSOCIATION OF BLOOD BANKS, AND THE COI POLICY IS AVAILBLE THROUGH THE AMERICAN ASSOCIATION OF BLOOD BANKS' WEBSITE (WWW.AABB.ORG).
FORM 990, PART VI, SECTION B, LINE 13THE ORGANIZATION HAS ADOPTED THE POLICY OF ITS RELATED ORGANIZATION, AMERICAN ASSOCIATION OF BLOOD BANKS.
FORM 990, PART VI, SECTION B, LINE 14THE ORGANIZATION HAS ADOPTED THE POLICY OF ITS RELATED ORGANIZATION, AMERICAN ASSOCIATION OF BLOOD BANKS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION OF BLOOD BANKSBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line18101 GLENDBROOK ROADAddressLine1
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode
FieldValueIRS element (for citing)
EIN362384118EIN
Primary ActivitiesPATIENT SAFETYPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.