2014-06-23T08:44:16-05:00 2013-12-31 461497033 EKS&H LLLP 7979 E TUFTS AVENUE SUITE 400 DENVER CO 802372521 990 2013-01-01 840411209 BELLE BONFILS MEMORIAL BLOOD CENTER BELL 3033414000 717 YOSEMITE STREET DENVER CO 80230 ANNE C BURTCHAELL COO/CFO 3033414000 2014-06-20 1 CRAIG R CHOUN P00173718 3037409400 2013 2015-11-30 17:44:51Z BRYAN A KRUEGER 717 YOSEMITE STREET DENVER CO 80230 56752815 0 X WWW.BONFILS.ORG X 1943 CO PARTNERING WITH OUR COMMUNITY TO SAVE AND ENHANCE LIVES THROUGH TRANSFUSION MEDICINE EXCELLENCE. 13 13 433 70000 0 0 551788 554059 48756214 48243699 68321 -61255 578558 347825 49954881 49084328 0 0 0 0 23820816 24521266 0 0 392915 24314480 22924192 48135296 47445458 1819585 1638870 41680793 43670675 3050172 3401184 38630621 40269491 X PARTNERING WITH OUR COMMUNITY TO SAVE AND ENHANCE LIVES THROUGH TRANSFUSION MEDICINE EXCELLENCE. SEE SCHEDULE O. 0 1 38238851 45062708 BLOOD COLLECTION AND PROCESSING: BLOOD DONORS ENSURE OUR SUCCESSIN PROVIDING AN ADEQUATE BLOOD SUPPLY TO OUR CO COMMUNITY. WERECORDED APPROXIMATELY 140,000 BLOOD DONATIONS LAST YEAR ANDDISTRIBUTED OVER 291,000 PRODUCTS. BONFILS PRIORITY IS TO SERVETHE NEEDS OF CO PATIENTS THROUGH DISTRIBUTION TO LOCAL HOSPITALAND HEALTHCARE FACILITIES. IN ADDITION TO THIS, WE ALSO SHARE OURCOMMUNITY INVENTORY WITH OTHER BLOOD CENTERS ACROSS THE COUNTRYTHAT EXPERIENCE BLOOD SHORTAGES. APPROX. 370 EMPLOYEES, WORKINGAROUND THE CLOCK, SUPPORT THE COLLECTION, MANUFACTURING, TESTINGAND DISTRIBUTION OF THE CO BLOOD SUPPLY. 1761745 1577866 REFERENCE LABORATORY SERVICES: THE IMMUNOHEMATOLOGY REFERENCELABORATORY AT BONFILS BLOOD CENTER SERVES AS A REGIONAL RESOURCETO HOSPITALS AND HEALTHCARE FACILITIES IN PROVIDING EXPERTISE INTRANSFUSION MEDICINE. THROUGH OUR REFERENCE SERVICES, INCLUDINGCOMPATIBILITY TESTING, COMPLEX ANTIBODY IDENTIFICATION AND PLATELET ANTIBODY SCREENING, REFERENCE LABORATORY PROVIDES SPECIALIZED CROSS-MATCHED BLOOD TO SUPPORT PATIENTS WITH A VARIETY OF ILLNESSES. DURING 2013, REFERENCE LABORATORY PERFORMED MORE THAN 27,000 LABORATORY PROCEDURES. 1180784 1195878 DONOR TESTING: IN ADDITION TO TESTING ALL OF OUR UNITS OF DONATEDBLOOD, BONFILS BLOOD CENTER PERFORMS BLOOD TESTING SERVICES FORAREA HOSPITALS WITH INDEPENDENT BLOOD DONATION PROGRAMS. UTILIZINGTHE SUBSTANTIAL INVESTMENT MADE BY BONFILS BLOOD CENTER GIVESSMALLER DONATION PROGRAMS ACCESS TO THE MOST SOPHISTICATED,STATE-OF-THE ART TECHNOLOGY FOR BLOOD TESTING, AT A REASONABLECOST. DURING 2013, BONFILS BLOOD CENTER TESTED OVER 18,000 SAMPLE TUBES FOR OTHER DONATION PROGRAMS. 462454 407247 COLORADO MARROW DONOR PROGRAM: THE COLORADO MARROW DONOR PROGRAM (CMDP) WAS INSTITUTED AT BONFILS BLOOD CENTER AS THE LOCAL HUB FOR THE NATIONAL MARROW DONOR PROGRAM IN 1989. CMDP IS RESPONSIBLE FOR COMMUNITY OUTREACH, DONOR RECRUITMENT, AND PATIENT ADVOCACY WITHIN THE COLORADO AND WYOMING COMMUNITIES. THE PROGRAM MANAGES THE LOCAL REGISTRY, AND ASSISTS VOLUNTEER UNRELATED DONORS THROUGH THE DONATION PROCESS. OUR MISSION IS TO FACILITATE SUCCESSFUL TRANSPLANTS OF HEMATOPOIETIC CELLS FROM VOLUNTEER UNRELATED DONORS AS LIFESAVING THERAPY FOR PATIENTS IN NEED. SINCE ITS INCEPTION, CMDP HAS ADDED MORE THAN 90,000 DONORS TO THE NATIONAL REGISTRY. ADDITIONALLY, CMDP HAS FACILITATED MORE THAN 650 MARROW/STEM CELL DONATIONS AND DISTRIBUTED 75 CORD BLOOD UNITS FOR TRANSPLANTATION. BECAUSE PATIENTS SEEKING A MARROW DONATION ARE MORE LIKELY TO FIND A MATCH FROM A DONOR OF A SIMILAR ETHNIC BACKGROUND, CMDP CONTINUES TO FOCUS THEIR EFFORTS ON RECRUITING MORE ETHNICALLY DIVERSE DONORS TO THE NATIONAL REGISTRY. 462454 407247 41643834 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 74 0 1 433 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ANNE BURTCHAELL 3033414000 717 YOSEMITE STREET DENVER CO 80230 WILLIAM BOURKE TRUSTEE 2.00 X 0 0 0 LAWRENCE G CLOOS TRUSTEE 2.00 X 0 0 0 ROBERT S COLE TRUSTEE 2.00 X 0 0 0 TOBY P COLE MD TRUSTEE 2.00 X 0 0 0 WILLIAM ELFENBEIN VICE-CHAIR 2.00 X X 0 0 0 MILTON HAMMERLY MD TRUSTEE 2.00 X 0 0 0 DENNIS HEAD TRUSTEE 2.00 X 0 0 0 TINA M HOGEMAN TRUSTEE 2.00 X 0 0 0 DONNA M KUSUDA TRUSTEE 2.00 X 0 0 0 VATSALA PATHY TRUSTEE 2.00 X 0 0 0 ANTONIO B RUIZ CHAIR 2.00 X X 0 0 0 ROBERT B SAWYER MD TRUSTEE 2.00 X 0 0 0 RICHARD SPURLOCK MD MBA SECRETARY 2.00 X X 0 0 0 ELAINE Y WENG MD MS TRUSTEE 2.00 X 0 0 0 NANCY L WOLLEN TRUSTEE 2.00 X 0 0 0 BRYAN A KRUEGER PRESIDENT AND CHIEF EXECUTIVE OFFICER 38.00 2.00 X 446890 0 18930 ANNE BURTCHAELL COO/CFO 38.00 2.00 X 221031 0 26396 TUAN LE MD MEDICAL DIRECTOR , VP MEDICAL AFFAIRS 40.00 X 303041 0 26977 FAY B WEST MD MEDICAL DIRECTOR - CLINICAL 40.00 X 200549 0 26001 JESSICA MAITLAND VICE PRESIDENT 40.00 X 157889 0 20452 C MARK THOMPSON CHIEF INFORMATION OFFICER 40.00 X 154530 0 16983 MICHAEL CORBIN VICE PRESIDENT 40.00 X 148614 0 14237 1632544 0 149976 10 0 1 0 SUNSHINE BUILDING MAINTENANCE INC 7717 WEST 6TH AVE UNIT C LAKEWOOD CO 80214 HOUSEKEEPING SERVICES 254182 GERALD H PHIPPS INC 5995 GREENWOOD PLAZA BLVD SUITE 1 GREENWOOD VILLAGE CO 80111 CONSTRUCTION 252033 HEALTHSTAT INC 4651 CHARLOTTE PARK DRIVE STE 300 CHARLOTTE NC 28217 HEALTH CLINIC 232037 ALLIED SECURITY HOLDINGS LLC PO BOX 828854 PHILADELPHIA PA 19182 SECURITY SERVICES 196007 TOLIN MECHANICAL SYSTEMS PO BOX 732293 DALLAS TX 75373 HVAC AND EQUIPMENT MAINT 178217 7 514478 39581 36380 554059 BLOOD & LAB SERV FEES 624100 48243699 48243699 48243699 88901 88901 18331 18331 0 0 7500000 7500000 150156 0 -150156 -150156 -150156 OTHER REVENUE 624100 262303 262303 COST SHARE, FOUNDATION 624100 85522 85522 347825 49084328 48591524 0 -61255 713247 349591 362526 1130 18571772 16770654 1617108 184010 269145 165716 101275 2154 3614494 2219259 1364956 30279 1352608 1220016 119393 13199 65464 40126 24960 378 81996 50345 31241 410 1224199 913325 300575 10299 142888 142888 509622 370009 134908 4705 948257 789754 148554 9949 1159119 874835 272764 11520 240785 210763 26950 3072 8149 4862 3241 46 2072280 1520741 531351 20188 445808 265998 177320 2490 PROGRAM SUPPLIES 13678819 13656501 18786 3532 DISTRIBUTION & VEHICLE 1197023 1095622 101114 287 MEDICAL EQUIP MAINT 561245 560443 802 RECOGNITION & PR 151347 132221 16711 2415 437191 290165 54174 92852 47445458 41643834 5408709 392915 2574062 2989268 14289808 17608679 4548688 4166973 0 371243 1842270 1517032 863992 728510 40743739 24661265 16945958 16082474 350000 0 266015 206496 41680793 43670675 2919038 3143650 113149 90311 17985 167223 3050172 3401184 X 38630621 40269491 38630621 40269491 41680793 43670675 1638870 0 X 0 1 X 1 0 X 193352 392949 606688 551788 554059 2298836 53386973 50168508 46983897 49334771 48591524 248465673 53580325 50561457 47590585 49886559 49145583 250764509 0 0 0 250764509 892240 947212 954292 631496 107232 3532472 892240 947212 954292 631496 107232 3532472 11746 11746 54484311 51508669 48544877 50518055 49252815 254308727 0.98610 0.98260 0.01390 0.01730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2309000 2309000 21143777 11494049 9649728 1100434 717855 382579 14063518 10614377 3449141 2127010 1834984 292026 16082474 ACCRUED RENT LIABILITY PER GAAP 167223 167223 X 49202128 117800 117800 49084328 0 49084328 47563258 117800 117800 47445458 0 47445458 PART X, LINE 2: BOTH BONFILS AND THE FOUNDATION ARE NON-PROFIT ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), AND BOTH ARE CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE FOR FEDERAL, STATE, OR LOCAL TAXES. THE CENTER APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF DECEMBER 31, 2013 OR 2012. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS ARE RECORDED IN THE PERIOD ASSESSED AS OTHER OPERATING EXPENSE. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF DECEMBER 31, 2013 OR 2012. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION INCLUDE 2010 THROUGH THE CURRENT PERIOD. X 1 1 X X X 0 0 0 0 0 0 0 1 0 BRYAN A KRUEGER PRESIDENT AND CHIEF EXECUTIVE OFFICE 378360 0 52500 0 16030 0 5100 0 15078 0 467068 0 0 0 ANNE BURTCHAELL COO/CFO 221031 0 0 0 0 0 4519 0 22616 0 248166 0 0 0 TUAN LE MD MEDICAL DIRECTOR , VP MEDICAL AFFAIR 303041 0 0 0 0 0 5100 0 22878 0 331019 0 0 0 FAY B WEST MD MEDICAL DIRECTOR - CLINICAL 200549 0 0 0 0 0 4125 0 22557 0 227231 0 0 0 JESSICA MAITLAND VICE PRESIDENT 157889 0 0 0 0 0 3279 0 17719 0 178887 0 0 0 C MARK THOMPSON CHIEF INFORMATION OFFICER 154530 0 0 0 0 0 3153 0 14355 0 172038 0 0 0 MICHAEL CORBIN VICE PRESIDENT 137075 0 0 0 11539 0 2536 0 12105 0 163255 0 0 0 PART I, LINE 1A COMPANION TRAVEL CAN BE APPROVED FOR MEMBERS OF SENIOR MANAGEMENT TO ATTEND INDUSTRY MEETINGS IN WHICH IT IS COMMON PRACTICE FOR THEM TO ATTEND. THESE WILL BE REVIEWED ON AN INDIVIDUAL BASIS AND APPROVED IN ADVANCE BY THE CEO AND OR COO/CFO. THE TRAVEL COSTS DIRECTLY RELATED TO THE COMPANION WILL BE INCLUDED ON THE EMPLOYEE'S W-2. PART I, LINE 7 BONFILS BLOOD CENTER PAID OUT A DISCRETIONARY BONUS TO THE CEO BASED ON THE BOARD OF TRUSTEES APPROVAL. X 7 900 FMV OR DONOR PROV X 14 2320 FMV OR DONOR PROV X GIFT CARDS/TI 35 31934 FMV OR DONOR PROV X MERCH/GIVEAWA 9 1226 FMV OR DONOR PROV 0 0 0 PART I LINE 6 IN 2013 APPROXIMATELY 140,000 UNITS OF BLOOD WERE COLLECTED AS A RESULT OF MORE THAN 68,000 GENEROUS VOLUNTEER BLOOD DONORS WHO MADE LIFESAVING DONATIONS. THESE DONATIONS WERE GIVEN AT OUR SEVEN COMMUNITY DONOR CENTERS WITH SIX IN THE DENVER METRO AREA AND ONE IN STERLING AND AT THE 2,400 BLOOD DRIVES HOSTED BY NEARLY 1,800 BUSINESSES, CIVIC GROUPS AND FAITH-BASED ORGANIZATIONS THROUGHOUT THE YEAR. A VITAL FACET TO OUR SUCCESS ALSO STEMS FROM THE 1,800 DEDICATED POOL OF VOLUNTEERS WHO GAVE BACK TO THEIR COMMUNITY BY VOLUNTEERING AT OUR CENTERS, DRIVES, SPECIAL EVENTS AND ADMINISTRATIVE OFFICES. THESE SELFLESS INDIVIDUALS ENSURE OUR DONORS ARE WELL CARED FOR, HELP ORGANIZE OUR MOBILE BLOOD DRIVES, PROVIDE EXTRA SUPPORT AT OUR MANY EVENTS AND ASSIST AS NEEDED IN SUPPORT OF THE COMMUNITY BLOOD SUPPLY. OUR SUCCESSES WOULD NOT BE POSSIBLE WITHOUT OUR BLOOD AND MARROW DONORS, FINANCIAL CONTRIBUTORS, HOSPITAL PARTNERS AND VOLUNTEER ADVOCATES WHO ENABLE US TO IMPART HOPE, HEALTH AND THE GIFT OF LIFE UPON OUR COMMUNITY. PART III LINE 1 PARTNERING WITH OUR COMMUNITY TO SAVE AND ENHANCE LIVES THROUGH TRANSFUSION MEDICINE EXCELLENCE. THROUGH SEVEN DECADES OF SERVICE WE'RE PROUD TO HAVE BECOME A TRUSTED COMMUNITY RESOURCE AND SOURCE OF HOPE FOR THOSE IN THEIR TIME OF NEED AS WELL AS AN OUTLET FOR OUR NEIGHBORS WANTING TO GIVE BACK THROUGH BLOOD, MARROW AND FINANCIAL DONATIONS. FORM 990, PART III, LINE 3 BONFILS BLOOD CENTER'S FORMAL RESEARCH PROGRAM WAS DISCONTINUED AT THE END OF 2012. BONFILS CONTINUES TO WORK WITH OUR CLIENTS TO SUPPORT THEIR RESEARCH STUDIES THROUGH THE PROVISION OF A VARIETY OF PRODUCTS AND SERVICES. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS REVIEWED IN DEPTH WITH THE FINANCE/AUDIT COMMITTEE (A SUBSECTION OF THE BOARD OF TRUSTEES) BY THE TAX PARTNER OF THE AUDIT FIRM, THE CEO, COO/CFO AND ASSISTANT CONTROLLER. COPIES WERE PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES. A HIGH LEVEL REVIEW WAS CONDUCTED FOR THE ENTIRE BOARD BY THE TAX PARTNER OF THE AUDIT FIRM. AFTER THE REVIEW, THE BOARD REQUESTED A MOTION, SECOND AND VOTE TO APPROVE THE 990 AS PRESENTED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS COLLECTED ANNUALLY FROM ALL OFFICERS, DIRECTORS AND SENIOR MANAGEMENT OF THE ORGANIZATION. A SUMMARY OF ALL RESPONSES IS CREATED AND REVIEWED BY THE BOARD OF TRUSTEES. EACH MEETING OF THE BOARD OF TRUSTEES IS STARTED WITH A REQUEST FOR ANY UPDATES AND/OR CHANGES TO ANY INDIVIDUAL'S POLICY WITH REGARD TO CONFLICTS. THIS IS THEN DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 AN EXECUTIVE COMPENSATION PACKET IS PRESENTED TO THE AUDIT/FINANCE COMMITTEE AS PART OF THE ANNUAL BUDGET REVIEW/APPROVAL PROCESS. BENCHMARKING COMPENSATION DATA IS PROVIDED FROM THE LOCAL EMPLOYMENT COUNCIL, NATIONAL SURVEYS OF THE BLOOD BANKING INDUSTRY AND OTHER COMPENSATION SOURCES WHERE APPLICABLE. DATA INCLUDES JOB DESCRIPTIONS, ANNUAL COMPENSATION AND PROPOSED MERIT INCREASES, AND IS DOCUMENTED IN THE FILES OF THE ORGANIZATION. UPON REVIEW OF THE DATA, THE COMMITTEE CARRIES RECOMMENDATIONS TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE PACKET IS THEN KEPT ON FILE FOR FUTURE REFERENCE. FOR THE CEO POSITION, AN ANNUAL PERFORMANCE AND COMPENSATION REVIEW IS CONDUCTED BY A SUB-COMMITTEE WITH THEIR RECOMMENDATIONS ULTIMATELY VOTED UPON BY THE ENTIRE BOARD IN EXECUTIVE SESSION. FORM 990, PART VI, SECTION C, LINE 19 BONFILS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. BONFILS BLOOD CENTER FOUNDATION 717 YOSEMITE STREET DENVER CO 80230 742787586 FUNDRAISING FOR BONFILS BLOOD CENTER CO 501(C)(3) 509(A)(1) N/A 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 BONFILS BLOOD CENTER FOUNDATION C 514478 CASH PAID BONFILS BLOOD CENTER FOUNDATION O 188947 FMV BONFILS BLOOD CENTER FOUNDATION Q 85522 CASH REIMBURSE