VERSITI BLOOD HEALTH INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- VERSITI BLOOD HEALTH INC (EIN 39-0807235)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-13
- IRS object ID
- 201412259349302996
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-13T16:25:11-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E Wisconsin Ave | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390807235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BloodCenter of Wisconsin Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAUL MATSON | InCareOfNm |
| Business Name Control | BLOO | BusinessNameControlTxt |
| Phone | 4149335000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2178 638 North 18th Stree | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532012178 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELYN FREDRICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4149335000 | PhoneNum |
| Signature | 2014-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel V Romano | PreparerPersonNm |
| Phone | 4142898200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jacquelyn Fredrick | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 638 North 18th | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532012178 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $162,999,136 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bcw.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | Recruits blood, stem cells, organ, tissue Provides blood, diagnostic lab testing, clinical services, & specialty pharmaceuticals. Conducts research. Strives to protect public safety. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 1055 | TotalEmployeeCnt |
| Total Volunteers | 402 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $16,594,248 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,934,403 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $129,052,505 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $136,684,869 | CYProgramServiceRevenueAmt |
| PY Investment Income | $775,329 | PYInvestmentIncomeAmt |
| CY Investment Income | $949,555 | CYInvestmentIncomeAmt |
| PY Other Revenue | $66,410 | PYOtherRevenueAmt |
| CY Other Revenue | $66,415 | CYOtherRevenueAmt |
| PY Total Revenue | $146,488,492 | PYTotalRevenueAmt |
| CY Total Revenue | $155,635,242 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,955,377 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,303,754 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $65,290,539 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $69,243,614 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $71,600,507 | PYOtherExpensesAmt |
| CY Other Expenses | $77,028,197 | CYOtherExpensesAmt |
| PY Total Expenses | $139,846,423 | PYTotalExpensesAmt |
| CY Total Expenses | $149,575,565 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,642,069 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,059,677 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $130,493,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,334,570 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,782,712 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,229,003 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $83,710,742 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $93,105,567 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Recruits blood, stem cells, organ and tissue donations. Provides blood, diagnostic lab testing, clinical services & specialty pharmaceuticals. Conducts research. Strives to protect public safety. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $53,169,912 | ExpenseAmt |
| Grant | $300,854 | GrantAmt |
| Revenue | $66,166,570 | RevenueAmt |
| Desc | BLOODCENTER OF WISCONSIN, INC. FULFILLS ITS TAX-EXEMPT PURPOSE BY RECRUITING VOLUNTEER BLOOD DONORS, COLLECTING, PROCESSING AND DISTRIBUTING BLOOD AND BLOOD COMPONENTS TO PROVIDE A SAFE AND STABLE SOURCE FOR CUSTOMERS AT THE 57 HOSPITALS AND OTHER BLOOD CENTERS WE SUPPLY. IN THE YEAR ENDED 2013 OVER 222,693 COLLECTIONS PROVIDED OVER 310,023 UNITS OF BLOOD TO PATIENTS IN NEED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,198,850 | ExpenseAmt |
| Grant | $40,300 | GrantAmt |
| Revenue | $26,377,926 | RevenueAmt |
| Desc | BLOODCENTER OF WISCONSIN, INC. (BCW) OPERATES THE COMPREHENSIVE CENTER FOR BLEEDING DISORDERS (CCBD), UNDER A FEDERAL SUBAWARD AGREEMENT OF THE SOCIAL SECURITY ACT. CCBD PROVIDES CRITICAL SERVICES TO BLEEDING & CLOTTING DISORDER PATIENTS & THEIR FAMILIES. AS A COVERED ENTITY UNDER THE FEDERAL 340B DRUG DISCOUNT PROGRAM, BCW IS ELIGIBLE TO ACCESS CERTAIN PHARMACEUTICALS AT DISCOUNTED PRICING. PHARMACEUTICAL NET INCOME IS PROGRAM INCOME & FUNDS ARE RESTRICTED TO ACTIVITIES & EXPENDITURES THAT FURTHER ELIGIBLE PROJECTS & PROGRAM OBJECTIVES, INCLUDING PATIENT CARE, EDUCATION, SUPPORT SERVICES, APPROVED GRANT RESEARCH & OTHER COSTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,654,385 | ExpenseAmt |
| Revenue | $27,605,572 | RevenueAmt |
| Desc | BLOODCENTER OF WISCONSIN, INC. FULFILLS ITS TAX-EXEMPT PURPOSE OF PROVIDING DIAGNOSTIC LABORATORY TESTING IN THE AREAS HISTOCOMPATIBILITY, TRANSPLANT SEQUENCING, MOLECULAR DIAGNOSTICS, CORE ISOLATION, PLATELET & NEUTROPHIL IMMUNOLOGY, HEMOSTASIS REFERENCE, IMMUNOHEMATOLOGY REFERENCE, TRANSFUSION SERVICES, MOLECULAR ONCOLOGY, RED CELL GENOTYPING AND GENOMICS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $18,763,835 | $2,934,000 | $72,731 | BLOOD RESEARCH INSTITUTE |
| $8,953,304 | $28,600 | $10,483,003 | ORGAN AND TISSUE DONATIONS |
| $6,040,603 | $6,051,798 | MEDICAL SCIENCES INSTITUTE | |
| $224,687 | GAIN ON SALE OF Program Related INVESTMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $33,757,742 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,962,600 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $16,832,219 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $126,780,889 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 175 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1055 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL MATSON | PersonNm |
| Phone | 4149376349 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 638 N 18TH STREET | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532332121 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Jacquelyn Fredrick | ||||||||
| President & CEO | 35.0 | 25.0 | Yes (X) | Yes (X) | $753,434 | $0 | $262,276 | |
| Gilbert White MD | ||||||||
| Exec VP Research & Dir BRI | 58.0 | 2.0 | Yes (X) | Yes (X) | $585,516 | $0 | $41,516 | |
| Richard S Gallagher | ||||||||
| Chair | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Peter Ziegler | ||||||||
| Vice Chair | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Kristin Severson | ||||||||
| Corporate Secretary | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Robert H Manegold | ||||||||
| Treasurer | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Alberta Darling Senator | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Edwards | ||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Nan Gardetto | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert K Gleeson MD | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Emery Harlan | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Cathy Jacobson | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Sarah Joerres MD | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dale Kent | ||||||||
| Board Member | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| John D Oliverio | ||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Joan M Prince PHD | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Leonard J Quadracci MD | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Larry Rambo | ||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| James M Rauh | ||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| John R Raymond Sr MD | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Johan Segerdahl | ||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Paul Skalecki | ||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| John J Stollenwerk | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Julia Syburg | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Peggy Troy | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Nick W Turkal MD | ||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert Walker | ||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Madonna Williams | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Abshire MD | ||||||||
| SR VP MSI & CMO | 60.0 | Yes (X) | $515,036 | $0 | $38,429 | |||
| Jeffrey D Allen | ||||||||
| Executive VP Strategy & CFO | 58.0 | 2.0 | Yes (X) | $461,097 | $0 | $80,141 | ||
| Ilke Panzer | ||||||||
| Sr VP Diagnostic Labs | 60.0 | Yes (X) | $384,878 | $0 | $63,590 | |||
| Maureen Kwiecinski | ||||||||
| Corporate Assistant Secretary | 35.0 | 25.0 | Yes (X) | $352,209 | $0 | $23,633 | ||
| James Mitchell | ||||||||
| Sr VP Blood Services | 60.0 | Yes (X) | $345,894 | $0 | $25,314 | |||
| Sandi Lemons | ||||||||
| VP Human Resource Services | 60.0 | Yes (X) | $245,222 | $0 | $35,184 | |||
| Lynne Briggs | ||||||||
| VP Information Services & CIO | 60.0 | Yes (X) | $238,865 | $0 | $45,700 | |||
| Margaret Mcelligott | ||||||||
| VP Quality Services | 60.0 | Yes (X) | $212,905 | $0 | $46,674 | |||
| John Campbell | ||||||||
| VP OPO & TB | 60.0 | $473,637 | $0 | $36,293 | Yes (X) | |||
| Peter Newman PHD | ||||||||
| VP Research & Assoc Dir Bri | 60.0 | $350,450 | $0 | $28,244 | Yes (X) | |||
| Jerome Gottschall MD | ||||||||
| VP Medical Services | 60.0 | $318,369 | $0 | $42,585 | Yes (X) | |||
| Kenneth Friedman MD | ||||||||
| Medical Director | 60.0 | $276,015 | $0 | $45,184 | Yes (X) | |||
| Kathleen E Puca MD | ||||||||
| Medical Director | 60.0 | $260,189 | $0 | $31,816 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,773,716 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $846,579 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 85 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEDICAL COLLEGE OF WISCONSIN | |||||
| 8701 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | MEDICAL SERVICES | $1,031,328 |
| AURORA HEALTHCARE | |||||
| PO BOX 341100 | MILWAUKEE | WI | 53234 | MEDICAL SERVICES | $687,954 |
| FROEDTERT HEALTH | |||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | MEDICAL SERVICES | $587,583 |
| JIGSAW LLC | |||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | MARKETING | $559,940 |
| BIOMEDICAL RESOURCE CENTER | |||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | MEDICAL RESEARCH | $440,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $4,734 | FederatedCampaignsAmt |
| Related Organizations | $5,992,490 | RelatedOrganizationsAmt |
| Government Grants | $9,841,462 | GovernmentGrantsAmt |
| All Other Contributions | $2,095,717 | AllOtherContributionsAmt |
| Noncash Contributions | $1,282 | NoncashContributionsAmt |
| Total Contributions | $17,934,403 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BLOOD SERVICES | 621500 | $66,166,570 | $66,166,570 |
| DIAGNOSTIC LABORATORIES | 621500 | $27,605,572 | $27,605,572 |
| PHARMACY | 621500 | $26,377,926 | $26,377,926 |
| ORGAN AND TISSUE DONATION | 621500 | $10,483,003 | $10,483,003 |
| MEDICAL SCIENCES INSTITUTE | 621500 | $6,051,798 | $6,051,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $136,684,869 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $677,545 | TotalRevenueColumnAmt |
| Exclusion | $677,545 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,316 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$6,316 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,316 | TotalRevenueColumnAmt |
| Exclusion | -$6,316 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,374,901 | SecuritiesAmt |
| Other | $224,687 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,327,578 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,323 | SecuritiesAmt |
| Other | $224,687 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $272,010 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $224,687 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $47,323 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 561000 | $41,580 | $41,580 |
| EDUCATION REVENUE | 611710 | $31,151 | $31,151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $72,731 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,635,242 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $136,982,287 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $718,552 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,303,754 | TotalAmt |
| Program Services | $3,303,754 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,757,513 | TotalAmt |
| Program Services | $2,000,173 | ProgramServicesAmt |
| Management And General | $2,757,340 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,726,922 | TotalAmt |
| Program Services | $41,440,033 | ProgramServicesAmt |
| Management And General | $8,286,889 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,300,330 | TotalAmt |
| Program Services | $3,453,723 | ProgramServicesAmt |
| Management And General | $846,607 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,884,297 | TotalAmt |
| Program Services | $5,531,310 | ProgramServicesAmt |
| Management And General | $1,352,987 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,574,552 | TotalAmt |
| Program Services | $2,870,829 | ProgramServicesAmt |
| Management And General | $703,723 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,536 | TotalAmt |
| Program Services | $96,319 | ProgramServicesAmt |
| Management And General | $103,217 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,464 | TotalAmt |
| Management And General | $184,464 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,943 | TotalAmt |
| Management And General | $164,943 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,658,270 | TotalAmt |
| Program Services | $5,603,645 | ProgramServicesAmt |
| Management And General | $1,054,625 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,161 | TotalAmt |
| Program Services | $464,718 | ProgramServicesAmt |
| Management And General | $228,443 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $993,238 | TotalAmt |
| Program Services | $780,190 | ProgramServicesAmt |
| Management And General | $213,048 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,554,153 | TotalAmt |
| Program Services | $806,157 | ProgramServicesAmt |
| Management And General | $747,996 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,061 | TotalAmt |
| Program Services | $116,061 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,049,271 | TotalAmt |
| Program Services | $3,454,832 | ProgramServicesAmt |
| Management And General | $1,594,439 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,349 | TotalAmt |
| Program Services | $587,709 | ProgramServicesAmt |
| Management And General | $40,640 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,158,683 | TotalAmt |
| Program Services | $962,879 | ProgramServicesAmt |
| Management And General | $195,804 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,741 | TotalAmt |
| Management And General | $637,741 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,953,369 | TotalAmt |
| Program Services | $3,471,109 | ProgramServicesAmt |
| Management And General | $2,482,260 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,791 | TotalAmt |
| Program Services | $20,450 | ProgramServicesAmt |
| Management And General | $542,341 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL LAB SUPPLIES | $27,988,690 | $27,961,172 | $27,518 |
| THERAPEUTIC PRODUCTS | $21,468,308 | $21,468,308 | |
| COST OF IMPORTS | $1,376,283 | $1,376,283 | |
| MISCELLANEOUS EXPENSES | $1,640,886 | $1,011,235 | $629,651 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,575,565 | TotalAmt |
| Program Services | $126,780,889 | ProgramServicesAmt |
| Management And General | $22,794,676 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,072,772 | BOYAmt |
| EOY | $28,289,087 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,100,314 | BOYAmt |
| EOY | $9,160,668 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,833 | BOYAmt |
| EOY | $95 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,840,971 | BOYAmt |
| EOY | $21,821,548 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,326,025 | BOYAmt |
| EOY | $5,344,833 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,287,903 | BOYAmt |
| EOY | $1,239,849 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $98,856,611 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,113,070 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,750,073 | BOYAmt |
| EOY | $44,743,541 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,113,563 | BOYAmt |
| EOY | $28,713,925 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $21,024 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,493,454 | BOYAmt |
| EOY | $139,334,570 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,882,182 | BOYAmt |
| EOY | $27,741,241 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,232,611 | BOYAmt |
| EOY | $13,496,278 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,667,919 | BOYAmt |
| EOY | $4,991,484 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,782,712 | BOYAmt |
| EOY | $46,229,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,708,909 | BOYAmt |
| EOY | $93,105,472 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,833 | BOYAmt |
| EOY | $95 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,710,742 | BOYAmt |
| EOY | $93,105,567 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,493,454 | BOYAmt |
| EOY | $139,334,570 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,059,677 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$327,867 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,663,015 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,382,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,558,435 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,116,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,594,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,934,403 | CurrentTaxYearAmt |
| Total | $87,586,818 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,382,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,558,435 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,116,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,594,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,934,403 | CurrentTaxYearAmt |
| Total | $87,586,818 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $20,299,501 | SubstantialContributorsTotAmt |
| Public Support Total170 | $67,287,317 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $622,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $797,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $773,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $769,884 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $707,545 | CurrentTaxYearAmt |
| Total | $3,671,418 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $164,138 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $91,422,374 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $621,632,747 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73601 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76293 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $1,265 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,265 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | OTHER ACTIVITIES | FormAndLineReferenceDesc |
| Explanation | PART II-B, LINE 1I $1,139 OF THE DUES PAID TO THE ASSOCIATION OF ORGAN PROCUREMENT ORGANIZATIONS HAS BEEN ALLOCATED TO LOBBYING. $126 OF THE DUES PAID TO AMERICA'S BLOOD CENTERS HAS BEEN ALLOCATED TO LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,174,152 | BeginningYearBalanceAmt |
| Contributions | $362,882 | ContributionsAmt |
| Investment Earnings Or Losses | $9,536,701 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,460,513 | OtherExpendituresAmt |
| Administrative Expenses | $173,259 | AdministrativeExpensesAmt |
| End Year Balance | $81,439,963 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,750,649 | BeginningYearBalanceAmt |
| Contributions | $478,855 | ContributionsAmt |
| Investment Earnings Or Losses | $10,026,143 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,081,495 | OtherExpendituresAmt |
| End Year Balance | $74,174,152 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,493,448 | BeginningYearBalanceAmt |
| Contributions | $16,417,340 | ContributionsAmt |
| Investment Earnings Or Losses | -$287,443 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,872,696 | OtherExpendituresAmt |
| End Year Balance | $65,750,649 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,808,211 | BeginningYearBalanceAmt |
| Contributions | $1,272,973 | ContributionsAmt |
| Investment Earnings Or Losses | $7,990,201 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,577,937 | OtherExpendituresAmt |
| End Year Balance | $51,493,448 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,271,292 | BeginningYearBalanceAmt |
| Contributions | $316,005 | ContributionsAmt |
| Investment Earnings Or Losses | $10,134,827 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $913,913 | OtherExpendituresAmt |
| End Year Balance | $43,808,211 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99263 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00737 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,705,072 | OtherCostOrOtherBasisAmt |
| Book Value | $2,705,072 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $59,471,735 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,978,541 | DepreciationAmt |
| Book Value | $31,493,194 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,784,139 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,385,176 | DepreciationAmt |
| Book Value | $398,963 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $31,944,852 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,825,950 | DepreciationAmt |
| Book Value | $9,118,902 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,950,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,923,403 | DepreciationAmt |
| Book Value | $1,027,410 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $44,743,541 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LONG-TERM PENSION OBLIGATIONS | Desc |
| Amt | $4,991,484 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,991,484 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $159,006,706 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$327,867 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,663,015 | OtherRevenueAmt |
| Revenue Not Reported | $3,335,148 | RevenueNotReportedAmt |
| Revenue Subtotal | $155,671,558 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$36,316 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$36,316 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $155,635,242 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $149,611,881 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $36,316 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $36,316 | ExpensesNotReportedAmt |
| Expenses Subtotal | $149,575,565 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $149,575,565 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V | ENDOWMENT FUNDS THE BOARD DESIGNATED ENDOWMENT FUNDS (HELD BY BLOODCENTER RESEARCH FOUNDATION) ARE DESIGNATED BY THE BOARD AS ENDOWMENT FUNDS TO ENSURE THE CONTINUING AVAILABILITY OF FUNDS FOR RESEARCH PURPOSES. THE PERMANENTLY RESTRICTED ENDOWMENT FUNDS (HELD BY BLOODCENTER RESEARCH FOUNDATION) WERE RECEIVED FROM THE WALTER SCHROEDER FOUNDATION, THE INCOME OF WHICH IS UNRESTRICTED. |
| PART XI, LINE 2D | RECONCILIATION OF REVENUE ADDITIONAL MINIMUM PENSION BENEFIT $3,663,015 PART XI, LINE 4B RENTAL ACTIVITY EXPENSES $(36,316) |
| PART XII, LINE 2D | RECONCILIATION OF EXPENSES RENTAL ACTIVITY EXPENSES $36,316 |
| PART X | INCOME TAXES CTTM, BLOODCENTER, HEARTLAND AND THE FOUNDATION HAVE ALL RECEIVED TAX DETERMINATION LETTERS CONFIRMING THAT ORGANIZATIONS QUALIFY AS TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE). MANAGEMENT BELIEVES THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. CTTM, BLOODCENTER, HEARTLAND AND THE FOUNDATION, WHILE GENERALLY EXEMPT FROM INCOME TAX, ARE SUBJECT TO TAX ON INCOME UNRELATED TO THEIR EXEMPT PURPOSES, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. BLOODCENTER AND THE FOUNDATION HAVE FILED FEDERAL AND STATE OF WISCONSIN INCOME TAX RETURNS TO REPORT UNRELATED BUSINESS INCOME THROUGH 2008 AND ARE NO LONGER SUBJECT TO TAX AUTHORITY EXAMINATIONS FOR YEARS PRIOR TO 2008 UNDER THE FEDERAL AND STATE STATUTE. MANAGEMENT HAS DETERMINED THAT THERE IS NO UNRELATED BUSINESS INCOME TO REPORT FOR BLOODCENTER OR THE FOUNDATION FOR 2009 THROUGH 2013 AND INCOME TAX RETURNS ARE NOT REQUIRED TO BE FILED. THEREFORE, AS THE STATUE OF LIMITATIONS WILL REMAIN OPEN FOR RETURNS NOT FILED, TAX YEARS 2009 THROUGH 2013 WILL REMAIN OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. HEARTLAND HAS NOT HISTORICALLY FILED ANY UNRELATED BUSINESS INCOME TAX RETURNS, THEREFORE, TAX YEARS REMAIN OPEN FOR YEARS IN WHICH AN INCOME TAX RETURN HAS NOT BEEN FILED. CTTM HAS NOT FILED ANY UNRELATED BUSINESS INCOME TAX RETURNS, THEREFORE, THE YEARS SINCE 2012, YEAR OF INCEPTION, ARE STILL OPEN TO EXAMINATION. THE ORGANIZATION RECOGNIZES, IF NECESSARY, INTEREST AND PENALITIES RELATED TO UNRECOGNIZED TAX BENEFITS IN THE PROVISION FOR INCOME TAXES. THERE WERE NO INTEREST OR PENALITIES RELATED TO INCOME TAXES THAT HAVE BEEN ACCRUED OR RECOGNIZED AS OF AND FOR THE YEAR ENDED DECEMBER 31, 2013. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| BLOODCENTER RESEARCH FOUNDATION INC | |||||||||
| 638 NORTH 18TH STREET | MILWAUKEE | WI | 53233 | 391372542 | 501(C)(3) | $2,932,000 | FMV | Research | |
| CENTERS FOR TRANSFUSION & TRANSPLANT MEDICINE INC | |||||||||
| PO BOX 2178 | MILWAUKEE | WI | 532012178 | 454675354 | 501(C)(3) | $175,000 | FMV | ADMINISTRATION | 638 NORTH 18TH STREET |
| BE THE MATCH FOUNDATION | |||||||||
| 3001 BROADWAY ST NE 601 | MINNEAPOLIS | MN | 55413 | 411704734 | 501(C)(3) | $35,540 | FMV | TYPING | |
| GREAT LAKES HEMOPHILIA FOUNDATION INC | |||||||||
| 638 NORTH 18TH STREET | MILWAUKEE | WI | 53233 | 237367636 | 501(C)(3) | $34,400 | FMV | PATIENT FINANCIAL ASSISTANCE | |
| NATIONAL BLOOD FOUNDATION | |||||||||
| 8101 GLENBROOK ROAD | BETHESDA | MD | 20814 | 362384118 | 501(C)(3) | $25,000 | FMV | RESEARCH | |
| AURORA HEALTH CARE FOUNDATION | |||||||||
| 750 W VIRGINIA ST | MILWAUKEE | WI | 53234 | 611649250 | 501(C)(3) | $19,000 | FMV | COMMUNITY WELLNESS PROGRAMS | |
| AFROWORLD ENTERPRISES LTD | |||||||||
| 275 W WISCONSIN AVE | MILWAUKEE | WI | 53203 | 391422633 | 501(C)(3) | $8,000 | FMV | FESTIVAL SUPPORT | |
| CITY OF WAUKESHA CHAMBER OF COMMERCE | |||||||||
| 802 N GRAND AVENUE | WAUKESHA | WI | 53186 | 396108644 | 501(C)(6) | $7,000 | FMV | PARADE SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS BloodCenter of Wisconsin, Inc. continues to provide grant funding to BloodCenter Research Foundation, Inc., CTTM and other tax-exempt organizations. These funds will support future blood research and other initiatives to serve more patients and reduce overall costs. Monitoring the investment of these funds, the distributions and what these funds are used for is completed by leadership of BloodCenter. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jacquelyn Fredrick | ||||||||||||||
| President & CEO | $516,354 | $0 | $214,882 | $0 | $22,198 | $0 | $259,202 | $0 | $3,074 | $0 | $1,015,710 | $0 | $0 | $0 |
| Gilbert White MD | ||||||||||||||
| Exec VP Research & Dir BRI | $444,086 | $0 | $117,708 | $0 | $23,722 | $0 | $26,063 | $0 | $15,453 | $0 | $627,032 | $0 | $0 | $0 |
| Thomas Abshire MD | ||||||||||||||
| SR VP MSI & CMO | $381,952 | $0 | $110,386 | $0 | $22,698 | $0 | $34,794 | $0 | $3,635 | $0 | $553,465 | $0 | $0 | $0 |
| Jeffrey D Allen | ||||||||||||||
| Executive VP Strategy & CFO | $190,860 | $0 | $92,708 | $0 | $177,529 | $0 | $61,603 | $0 | $18,538 | $0 | $541,238 | $0 | $0 | $0 |
| Ilke Panzer | ||||||||||||||
| Sr VP Diagnostic Labs | $297,916 | $0 | $67,952 | $0 | $19,010 | $0 | $49,306 | $0 | $14,284 | $0 | $448,468 | $0 | $0 | $0 |
| Maureen Kwiecinski | ||||||||||||||
| Corporate Assistant Secretary | $270,339 | $0 | $63,685 | $0 | $18,185 | $0 | $20,365 | $0 | $3,268 | $0 | $375,842 | $0 | $0 | $0 |
| James Mitchell | ||||||||||||||
| Sr VP Blood Services | $280,673 | $0 | $63,912 | $0 | $1,309 | $0 | $17,700 | $0 | $7,614 | $0 | $371,208 | $0 | $0 | $0 |
| Sandi Lemons | ||||||||||||||
| VP Human Resource Services | $201,407 | $0 | $42,928 | $0 | $887 | $0 | $16,197 | $0 | $18,987 | $0 | $280,406 | $0 | $0 | $0 |
| Lynne Briggs | ||||||||||||||
| VP Information Services & CIO | $203,642 | $0 | $34,040 | $0 | $1,183 | $0 | $23,564 | $0 | $22,136 | $0 | $284,565 | $0 | $0 | $0 |
| Margaret Mcelligott | ||||||||||||||
| VP Quality Services | $154,239 | $0 | $39,139 | $0 | $19,527 | $0 | $27,062 | $0 | $19,612 | $0 | $259,579 | $0 | $0 | $0 |
| John Campbell | ||||||||||||||
| VP OPO & TB | $309,892 | $0 | $118,447 | $0 | $45,298 | $0 | $17,956 | $0 | $18,337 | $0 | $509,930 | $0 | $0 | $0 |
| Peter Newman PHD | ||||||||||||||
| VP Research & Assoc Dir Bri | $275,325 | $0 | $55,277 | $0 | $19,848 | $0 | $19,915 | $0 | $8,329 | $0 | $378,694 | $0 | $0 | $0 |
| Jerome Gottschall MD | ||||||||||||||
| VP Medical Services | $277,905 | $0 | $14,666 | $0 | $25,798 | $0 | $26,362 | $0 | $16,223 | $0 | $360,954 | $0 | $0 | $0 |
| Kenneth Friedman MD | ||||||||||||||
| Medical Director | $242,403 | $0 | $13,123 | $0 | $20,489 | $0 | $23,494 | $0 | $21,690 | $0 | $321,199 | $0 | $0 | $0 |
| Kathleen E Puca MD | ||||||||||||||
| Medical Director | $228,963 | $0 | $12,251 | $0 | $18,975 | $0 | $17,282 | $0 | $14,534 | $0 | $292,005 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Question 1a | housing allowance Vice president John Campbell was given a subsistence housing allowance in the amount of $27,727. It IS REPORTED AS OTHER REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN B(III). |
| BUSINESS CLUB DUES | BLOODCENTER OF WISCONSIN, INC. PROVIDES BUSINESS CLUB MEMBERSHIPS FOR THE FOLLOWING EMPLOYEES: -JACQUELYN FREDRICK -GILBERT WHITE THE CLUB MEMBERSHIPS ARE NOT TREATED AS TAXABLE COMPENSATION. THE EMPLOYEES USE THESE MEMBERSHIPS FOR BUSINESS MEETINGS OFF SITE AND BUSINESS LUNCHES/DINNERS. ANY PERSONAL EXPENSES INCURRED AT THE CLUB ARE PAID FOR DIRECTLY BY THE EMPLOYEES OR THE EMPLOYEES REIMBURSE THE ENTITY FOR PERSONAL EXPENSES. |
| PART I, LINE 4A | SEVERANCE PAYMENT AN INDIVIDUAL LEFT THE ORGANIZATION AND RECEIVED A SEVERANCE PAYMENT IN 2013. DUE TO A CONFIDENTIALITY AGREEMENT, NEITHER THE NAME NOR THE AMOUNT WILL BE LISTED. IT IS INCLUDED AS OTHER REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN B(III). |
| PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO ENSURE BLOODCENTER OF WISCONSIN, INC. ACHIEVES ITS MISSION, IT IS ESSENTIAL TO ATTRACT LEADING EXPERTS IN TRANSFUSION MEDICINE, SCIENCE AND BUSINESS BY PAYING COMPETITIVE SALARIES AND BENEFITS. BLOODCENTER OF WISCONSIN, INC. BOARD OF DIRECTORS FOLLOWS NOT-FOR-PROFIT BEST PRACTICES BY HIRING AN INDEPENDENT COMPENSATION CONSULTANT TO ANNUALLY REVIEW THE OVERALL EXECUTIVE COMPENSATION PROGRAMS. JACQUELYN FREDRICK, CEO, PARTICIPATED IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE AMOUNT DEFERRED DURING 2013 IN SERVICE OF THE SERP PLAN WAS $218,446. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WI Health Educational Facilities Authority (2004) | ||||||||
| A | 391337855 | 97710VUS5 | 2004-08-06 | $10,405,703 | Renovation, Remodel, & Expansion | false | false | false |
| WI Health Educational Facilities Authority (1994A) | ||||||||
| B | 391337855 | 2009-08-19 | $7,145,000 | proceeds used to currently refund | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,695,000 | $0 | $10,405,703 | $0 | $7,805 | $0 | $208,114 | $0 | $0 | $10,129,784 | $60,000 | $0 | 2004 | false | false | Yes (true) | Yes (true) |
| B | $1,660,000 | $0 | $7,145,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | 1989 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | false |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | Yes (true) | false | false | 0 | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part IV, Line 2c | FormAndLineReferenceDesc |
| Explanation | A rebate calculation was last performed on 7/21/2009 for the WHEFA 2004 Bond and on 7/29/2011 for the WHEFA 1994A Bond. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4d | Other Program Services BloodCenter of Wisconsin, Inc. fulfills its tax-exempt purpose in three ways: A. Blood research institute conducts research in vascular biology, immunobiology, transfusion medicine, hemostasis and stem cell biology. B. Organ and Tissue Donation combines procurement services and education to enhance the lives of patients and provides guidance to the families of potential donors. C. Medical Sciences Institute provides medical services including consultation with hospitals we serve, special patient services for patients with unique blood disorders including providing community education programs for medical professionals through routine lecture series and the specialist in blood banking programs. |
| PART VI, SECTION A, LINE 2 | Business Relationship Dale Kent and Peter Ziegler have a business relationship. John Raymond and Dr. GleEson have a business relationship. RICHARD GALLAGHER AND JOHAN SEGERDAHL HAVE A BUSINESS RELATIONSHIP. John Oliverio, John Raymond, and Cathy Jacobson have a business relationship. |
| PART VI, SECTION A, Line 4 | Significant Changes to Organizational Documents BloodCenter of Wisconsin Board of Directors amended the corporate bylaws effective January 1, 2013. The revised bylaws provide that Centers for Transfusion and Transplant Medicine, Inc. is the sole corporate member with reserve powers; including the ability to elect a majority of directors. |
| PART VI, SECTION A, Line 6 | Members or Stockholders Centers for Transfusion and Transplant Medicine, Inc. is the sole corporate member. |
| Part VI, SECTION A, Lines 7a and 7b | Member or Stockholder Powers Centers for Transfusion and Transplant Medicine, Inc. has reserve powers; including the ability to elect a majority of directors. |
| PART VI, SECTION B, LINE 11B | Form 990 Review BloodCenter of Wisconsin utilizes Grant Thornton LLP to complete the IRS Form 990 and related schedules. Following completion, they are reviewed by the Controller, Sr. Vice President and CFO and the President and CEO. The draft forms are then reviewed by the Compliance and Audit Committee prior to submission to the IRS. The full board is provided a copy of the Form 990 prior to filing. |
| PART VI, SECTION B, LINE 12 | Written Conflict of Interest Policy BLOODCENTER OF WISCONSIN MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY. ON AN ANNUAL BASIS, CURRENT DIRECTORS AND OFFICERS ARE ASKED TO COMPLETE A DISCLOSURE FORM BASED ON IRS REQUIREMENTS THAT INCLUDES THE FOLLOWING: WHETHER THEY HAVE ANY DIRECT OR INDIRECT RELATIONSHIP EITHER THROUGH BUSINESS OR FAMILY MEMBER WITH BLOODCENTER OF WISCONSIN. WHETHER THEY RECEIVED COMPENSATION FROM ANY ORGANIZATION THAT SHARES COMMON OWNERSHIP OR CONTROL WITH BLOODCENTER OF WISCONSIN. WHETHER THEY HAVE SERVED AS AN OFFICER, DIRECTOR, KEY EMPLOYEE, PARTNER OR MEMBER OF AN ENTITY (OR SHAREHOLDER OF A PROFESSIONAL CORPORATION) DOING BUSINESS WITH BLOODCENTER OF WISCONSIN. THESE ANSWERS ARE ACCUMULATED, SUMMARIZED AND EVALUATED BY MANAGEMENT TO DETERMINE IF ANY CONFLICTS EXIST. IDENTIFIED CONFLICTS ARE ADDRESSED IN ACCORDANCE WITH THE WRITTEN POLICY. |
| Part VI, SECTION B, LINES 15A AND 15B | Compensation The Executive Committee of the BloodCenter of Wisconsin (BCW) Board of Directors, acting in its capacity as the Compensation Committee, sets and monitors the compensation philosophy for the organization. Other than the BCW President & Chief Executive Officer, the Executive/Compensation Committee does not include members of management and is comprised entirely of individuals who do not have a conflict of interest with respect to BCW compensation arrangements. The BCW President & Chief Executive Officer recuses her/himself from all discussions and approvals related to her/his compensation. Executive compensation arrangements are reviewed for reasonableness and approved by the Executive/Compensation Committee annually. The Executive/Compensation Committee assesses the reasonableness of executive compensation arrangements after it obtains and reviews appropriate data for comparability from the Human Resource Department and an independent compensation consultant. The Executive/Compensation Committee engages a qualified independent compensation consultant annually. The independent consultant performs an analysis of compensation levels at regional and national organizations of comparable size, scope and structure and provides the Committee with comprehensive data on the availability of similar services within the geographic area, compensation surveys, written offers from similar institutions, and other information relevant to comparability of compensation. The Executive/Compensation Committee's review, recommendations and approvals are documented concurrently in the Committee minutes, which are subsequently reviewed and approved by the Executive/Compensation Committee as reasonable, accurate and complete. BloodCenter of Wisconsin has an incentive program for Executives, Directors, Management, Investigators and Staff described in detailed written policies approved by the Executive/Compensation Committee annually. Evaluation and Compensation Review -CEO - Each year, the Executive/Compensation Committee evaluates the CEO's performance against established objectives, determines incentive payment and merit increase based upon performance and market data provided by the third party compensation consultant, and works with the CEO to establish objectives for the next year. -Executives - Each year, the Executive/Compensation reviews the performance of each Executive and their individual goals, reviews and approves recommended compensation ranges, and approves final salary and incentive payments. Executives are positioned within the appropriate salary range based on the: -Executive's knowledge, competencies, and experience, -Performance of the Executive's areas of responsibility, -The Executive's contribution to overall BloodCenter of Wisconsin performance, -The importance of retaining the Executive, -Internal equity considerations, -The financial resources available -Executive base salary increases provided in the competitive market |
| Part VI, SECTION C, LINE 19 | Organization's Documents Open to the Public The organization makes its governing documents, conflict of interest policy, and financial statements available upon request to the public. Viewing is done on the organization's premises. |
| PART XI, LINE 9 | Other Changes in Net Assets Pension Adjustment 3,663,015 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BloodCenter Research Foundation Inc | ||||||||||
| PO Box 2178 638 North 18th Stree | Milwaukee | WI | 53201 | 391372542 | Supporting | WI | 501(c)(3) | 11B | Bloodcenter | Yes (true) |
| Centers for Transfusion & Transplant Med | ||||||||||
| PO Box 2178 638 North 18th Stree | Milwaukee | WI | 53201 | 454675354 | Supporting | WI | 501(c)(3) | 11B | NA | false |
| AURORA AREA BLOOD BANK DBA HEARTLAND | ||||||||||
| 1200 N HIGHLAND AVE | AURORA | IL | 60506 | 364179758 | BLOOD | IL | 501(C)(3) | 09 | CTTM INC | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BLOODCENTER RESEARCH FOUNDATION INC | ||
| B | $2,932,000 | FMV |
| BLOODCENTER RESEARCH FOUNDATION INC | ||
| C | $5,992,490 | FMV |
| BLOODCENTER RESEARCH FOUNDATION INC | ||
| N,Q | $1,065,870 | FMV |