THE INSTITUTE FOR TRANSFUSION MEDICINE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE INSTITUTE FOR TRANSFUSION MEDICINE (EIN 25-1562714)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201321349349305602
- Schema version
- 2011v1.5
- 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 D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T14:41:56-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 ONE PPG PLACE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251562714 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INSTITUTE FOR TRANSFUSION MEDICINE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INST | NameControl |
| Phone | 4122097300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIVE PARKWAY CENTER 875 GREENTREE | AddressLine1 |
| Address Line2 | RD | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15220 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK J GIAQUINTO | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 4122097300 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUDY BILICH | Name |
| PTIN | P00354593 | PTIN |
| Phone | 4123387200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES P COVERT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIVE PARKWAY CENTER 875 GREENTREE | AddressLine1 |
| Address Line2 | RD | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 661629 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 5645 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ITXM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | ITXM'S MISSION IS TO ENGAGE OUR BLOOD DONOR COMMUNITY, ADVANCE TRANSFUSION SCIENCE, AND TOUCH MORE PATIENTS WITH OUR CLINICAL EXPERTISE. ITXM'S VISION IS TO BE THE CHOICE OF BLOOD DONOR COMMUNITIES AND THE RECOGNIZED LEADER IN TRANSFUSION MEDICINE, IMPACTING PATIENT CARE AT THE HIGHEST LEVEL. ITXM'S MISSION AND VISION ARE SUPPORTED BY OUR SHARED BELIEFS AND STANDARDS OF BEHAVIOR OF INTEGRITY, ACCOUNTABILITY, EMPLOYEES, COMMITMENT, INSPIRING AND INFLUENTIAL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 176 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 44800 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 355416 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 585423 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 34541 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14764 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 50079 | OtherRevenuePriorYear |
| Other Revenue Current Year | 44800 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 440036 | TotalRevenuePriorYear |
| Total Revenue Current Year | 644987 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 21400 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15943331 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14749186 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | -15336682 | OtherExpensePriorYear |
| Other Expenses Current Year | -14228984 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 628049 | TotalExpensesPriorYear |
| Total Expenses Current Year | 520202 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -188013 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 124785 | RevenuesLessExpensesCY |
| Total Assets BOY | 29117389 | TotalAssetsBOY |
| Total Assets EOY | 32269102 | TotalAssetsEOY |
| Total Liabilities BOY | 38737252 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 50370178 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -9619863 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -18101076 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ITXM'S MISSION IS TO ENGAGE OUR BLOOD DONOR COMMUNITY, ADVANCE TRANSFUSION SCIENCE, AND TOUCH MORE PATIENTS WITH OUR CLINICAL EXPERTISE. ITXM'S VISION IS TO BE THE CHOICE OF BLOOD DONOR COMMUNITIES AND THE RECOGNIZED LEADER IN TRANSFUSION MEDICINE, IMPACTING PATIENT CARE AT THE HIGHEST LEVEL. ITXM'S MISSION AND VISION ARE SUPPORTED BY OUR SHARED BELIEFS AND STANDARDS OF BEHAVIOR OF INTEGRITY, ACCOUNTABILITY, EMPLOYEES, COMMITMENT, INSPIRING AND INFLUENTIAL. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | -1005741 | Expense |
| Revenue | 17422 | Revenue |
| Description | PART III 4.1 THE INSTITUTE FOR TRANSFUSION MEDICINE (ITXM) IS THE "PARENT" ENTITY OF A HEALTH CARE SYSTEM DEDICATED TO PROVIDING BLOOD AND BLOOD-RELATED PRODUCTS AND SERVICES TO THE COMMUNITY. ITXM PROVIDES CERTAIN SERVICES FOR ITSELF AND FOR ITS AFFILIATED ORGANIZATIONS, INCLUDING ACCOUNTING, PURCHASING, HUMAN RESOURCES, QUALITY ASSURANCE, INFORMATION SYSTEMS, STRATEGIC PLANNING, EDUCATION, MAINTENANCE AND CORPORATE ADMINISTRATION. THE CONSOLIDATION OF THESE SERVICES IN ONE ENTITY PROVIDES ECONOMIES OF SCALE AND EFFICIENCY SO AS TO IMPROVE THE DELIVERY OF COST EFFECTIVE HEALTH CARE TO THE COMMUNITY AT LARGE. PART III 4.2 ITXM PROVIDES TRAINING PROGRAMS FOR MEDICAL RESIDENTS AND FELLOWS IN THE AREAS OF TRANSFUSION MEDICINE AND COAGULATION. ITXM IS ALSO ACTIVELY INVOLVED IN RESEARCH. ITXM MEDICAL STAFF HOLD FEDERAL GRANTS AND PARTICIPATE IN IMPORTANT NATIONAL CLINICAL TRIALS IN BLOOD SAFETY, TRANSFUSION AND HEMOSTASIS. PART III 4.3 EDUCATING THE COMMUNITY IS ALSO A SERVICE PROVIDED BY ITXM. THROUGH AN ACTIVE SPEAKERS' BUREAU AND JOINT PROGRAMS WITH OTHER HEALTH CARE PROVIDERS, ITXM PRESENTS INFORMATION ON THE SAFETY OF BLOOD, BLOOD COMPONENT THERAPY, COAGULATION, THROMBOSIS AND OTHER PERTINENT TOPICS. SINCE IT IS ESTIMATED THAT TWO OUT OF FIVE PEOPLE WILL NEED A BLOOD TRANSFUSION AT SOME POINT IN THEIR LIVES, THESE EDUCATIONAL OPPORTUNITIES HELP CAREGIVERS, PATIENTS AND POTENTIAL RECIPIENTS OF THIS PRECIOUS RESOURCE UNDERSTAND THE BLOOD SUPPLY AND TRANSFUSION ISSUES AND ALLEVIATE SOME OF THE MISCONCEPTIONS RELATED TO TRANSFUSION MEDICINE. | Description |
| Total Program Service Expense | -1005741 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 57 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 176 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK J GIAQUINTO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4122097312 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 PARKWAY CENTER 875 GREENTREE ROAD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152200000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| SUNNY CHICO | |||||||||
| DIRECTOR | 2.00 | X | 9700 | 0 | 0 | ||||
| ALAN J DEAN | |||||||||
| DIRECTOR | 2.00 | X | 12000 | 0 | 0 | ||||
| TWYLA L JOHNSON | |||||||||
| DIRECTOR | 2.00 | X | 7500 | 0 | 0 | ||||
| LAURA KARET | |||||||||
| DIRECTOR | 2.00 | X | 7750 | 0 | 0 | ||||
| PAT LAUGHLIN | |||||||||
| DIRECTOR | 2.00 | X | 8750 | 0 | 0 | ||||
| KATHY L MAYLE TOWNS BSNMNED MBA | |||||||||
| DIRECTOR | 2.00 | X | 8500 | 0 | 0 | ||||
| DONALD J MCGRAW MD | |||||||||
| DIRECTOR | 2.00 | X | 11000 | 0 | 0 | ||||
| RICHARD D MCHUGH MD | |||||||||
| DIRECTOR | 2.00 | X | 10750 | 0 | 0 | ||||
| CHRISTOPHER D MURTAUGH | |||||||||
| VICE CHAIRMAN | 2.00 | X | 8750 | 0 | 0 | ||||
| KAY BRAYMER PETERSON | |||||||||
| DIRECTOR | 2.00 | X | 9000 | 0 | 0 | ||||
| PATRICIA PULIDO SANCHEZ | |||||||||
| DIRECTOR | 2.00 | X | 8500 | 0 | 0 | ||||
| RICHARD L STOVER | |||||||||
| DIRECTOR | 2.00 | X | 15000 | 0 | 0 | ||||
| MATTHEW J SUHEY | |||||||||
| DIRECTOR | 2.00 | X | 10000 | 0 | 0 | ||||
| CHARLES H BRACKEN JR | |||||||||
| CHAIRMAN | 2.00 | 19000 | 0 | 0 | X | ||||
| MICHAEL H JONES | |||||||||
| VICE CHAIR | 2.00 | 10750 | 0 | 0 | X | ||||
| JAMES P COVERT | |||||||||
| PRESIDENT & CEO | 40.00 | 692199 | 0 | 60365 | X | ||||
| MARK J GIAQUINTO | |||||||||
| SECRETARY/TREASURER | 40.00 | 302052 | 0 | 36586 | X | ||||
| DIANE MERKT | |||||||||
| VICE PRESIDENT & COO | 40.00 | 270753 | 0 | 26805 | X | ||||
| ROXANNE TATA | |||||||||
| VICE PRESIDENT | 40.00 | 279721 | 0 | 52014 | X | ||||
| DAVID BERRY | |||||||||
| VICE PRESIDENT | 40.00 | 256855 | 0 | 27531 | X | ||||
| ERIC SCHULTIES | |||||||||
| VICE PRESIDENT | 40.00 | 239241 | 0 | 8668 | X | ||||
| ELAINE VIGGIANO | |||||||||
| VICE PRESIDENT | 40.00 | 221263 | 0 | 17077 | X | ||||
| DARRELL TRIULZI | |||||||||
| MEDICAL DIRECTOR | 40.00 | 199036 | 0 | 21123 | X | ||||
| PETER MYHRE | |||||||||
| DIRECTOR | 2.00 | 11500 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2629570 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 250169 | TotalOtherCompensation |
| Number Individuals GT100 K | 27 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| COHEN & GRIGSBY PC | |||||
| PO BOX 641014 | PITTSBURGH | PA | 15264 | LEGAL | 1030960 |
| ADP INC | |||||
| PO BOX 0888 | CAROL STREAM | IL | 60132 | PAYROLL SERVICES | 149011 |
| COMPENSATION CONSULTING CONSORTIUM L | |||||
| SUITE 710 300PENN CENTER BOU | PITTSBURGH | PA | 15235 | HR CONSULTING SERVICES | 136344 |
| DORSA CONSULTING SERVICES INC | |||||
| 6 PEIDMONT CENTER SUITE 215 | ATLANTA | GA | 30305 | ACTUARIAL SERVICES | 102813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Related Organizations | 37668 | RelatedOrganizations |
| Government Grants | 379150 | GovernmentGrants |
| All Other Contributions | 168605 | AllOtherContributions |
| Total Contributions | 585423 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17422 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17422 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 13984 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 16642 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -2658 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2658 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Exclusion | -$2,658 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER OPERATING | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 44800 | TotalRevenueColumn |
| Unrelated Business Revenue | 44800 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 44800 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 644987 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17422 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 44800 | UnrelatedBusinessRevenue |
| Exclusion | -$2,658 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1525943 | Total |
| Management And General | 1525943 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10380054 | Total |
| Program Services | 10380054 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 603887 | Total |
| Program Services | 603887 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1265105 | Total |
| Program Services | 1265105 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 974197 | Total |
| Program Services | 974197 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1082505 | Total |
| Program Services | 1082505 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145764 | Total |
| Program Services | 145764 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1330490 | Total |
| Program Services | 1330490 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1479421 | Total |
| Program Services | 1479421 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 711450 | Total |
| Program Services | 711450 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 860042 | Total |
| Program Services | 860042 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 475686 | Total |
| Program Services | 475686 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 737680 | Total |
| Program Services | 737680 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80745 | Total |
| Program Services | 80745 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 942742 | Total |
| Program Services | 942742 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1310991 | Total |
| Program Services | 1310991 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45716 | Total |
| Program Services | 45716 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DONOR RECRUITMENT | 428310 | 428310 | 0 | 0 |
| LOSS ON JOINT VENTURE | 349589 | 349589 | 0 | 0 |
| MISCELLANEOUS | 172848 | 172848 | 0 | 0 |
| ITXM SHARED SERVICES | -24382963 | -24382963 | 0 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 520202 | Total |
| Program Services | -1005741 | ProgramServices |
| Management And General | 1525943 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2883591 | BOY |
| EOY | 5793922 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329614 | BOY |
| EOY | 612413 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1782532 | BOY |
| EOY | 1323205 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18430515 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14526510 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3317666 | BOY |
| EOY | 3904005 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 814574 | BOY |
| EOY | 1178985 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19989412 | BOY |
| EOY | 19456572 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29117389 | BOY |
| EOY | 32269102 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5013278 | BOY |
| EOY | 4920930 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26245000 | BOY |
| EOY | 25985000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7478974 | BOY |
| EOY | 19464248 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38737252 | BOY |
| EOY | 50370178 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -9619863 | BOY |
| EOY | -18101076 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -9619863 | BOY |
| EOY | -18101076 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29117389 | BOY |
| EOY | 32269102 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 124785 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -8605998 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (5 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| CENTRAL BLOOD BANK | |||||
| 251055312 | 11 | 1 | 1 | 1 | $0 |
| LIFESOURCE BLOOD SERVICES | |||||
| 363492969 | 11 | 1 | 1 | 1 | $0 |
| ITXM CLINICAL SERVICES | |||||
| 251839168 | 11 | 1 | 1 | 1 | $0 |
| ITXM DIAGNOSTICS | |||||
| 030497690 | 11 | 1 | 1 | 1 | $0 |
| BLOOD SCIENCE FOUNDATION | |||||
| 251562715 | 11 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 5 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18430515 | OtherCostOrOtherBasis |
| Depreciation | 14526510 | Depreciation |
| Book Value | 3904005 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3904005 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| WORKERS' COMPENSATION TRUST FUND | 560293 |
| BUILDING DEPOSITS | 10250 |
| BOND ISSUANCE FEES | 354524 |
| INTERCOMPANY RECEIVABLE | 18531505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 19456572 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED PENSION COST | $14,665,649 |
| WORKERS' COMPENSATION RESERVE | $753,106 |
| DUE TO AFFILIATES | $4,045,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 19464248 | TotalOfAmounts |
| Total Revenue | 644987 | TotalRevenue |
| Total Expenses | 520202 | TotalExpenses |
| Excess Or Deficit For Year | 124785 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -11204 | NetUnrealizedGLOnInvestments |
| Other | -$8,594,794 | OtherAmount |
| Total Adjustments | -8605998 | TotalAdjustments |
| Excess Or Deficit Per FS | -8481213 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XI, LINE 8 - OTHER ADJUSTMENTS: | Identifier |
| Explanation | PENSION LIABILITY ADJUSTMENT -8,594,794. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES P COVERT | |||||||||||||
| 409616 | 0 | 236625 | 0 | 45958 | 0 | 32476 | 0 | 27889 | 0 | 752564 | 0 | 0 | 0 |
| MARK J GIAQUINTO | |||||||||||||
| 225754 | 0 | 76298 | 0 | 0 | 0 | 16871 | 0 | 19715 | 0 | 338638 | 0 | 0 | 0 |
| DIANE MERKT | |||||||||||||
| 199032 | 0 | 71721 | 0 | 0 | 0 | 15871 | 0 | 10934 | 0 | 297558 | 0 | 0 | 0 |
| ROXANNE TATA | |||||||||||||
| 196930 | 0 | 82791 | 0 | 0 | 0 | 23356 | 0 | 28658 | 0 | 331735 | 0 | 0 | 0 |
| DAVID BERRY | |||||||||||||
| 182043 | 0 | 74812 | 0 | 0 | 0 | 16304 | 0 | 11227 | 0 | 284386 | 0 | 0 | 0 |
| ERIC SCHULTIES | |||||||||||||
| 170656 | 0 | 68585 | 0 | 0 | 0 | 7580 | 0 | 1088 | 0 | 247909 | 0 | 0 | 0 |
| ELAINE VIGGIANO | |||||||||||||
| 161182 | 0 | 60081 | 0 | 0 | 0 | 2293 | 0 | 14784 | 0 | 238340 | 0 | 0 | 0 |
| DARRELL TRIULZI | |||||||||||||
| 87671 | 0 | 111365 | 0 | 0 | 0 | 17950 | 0 | 3173 | 0 | 220159 | 0 | 0 | 0 |
| PETER MYHRE | |||||||||||||
| 11500 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 11500 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL UPGRADES ARE SOMETIMES MADE FOR BOARD MEMBERS AND SENIOR MANAGEMENT USING DISCOUNT OR FREQUENT FLIER COUPONS; THE CEO'S EMPLOYMENT CONTRACT INCLUDES A HOUSING ALLOWANCE, THIS CONTRACT WAS BOARD APPROVED; DUQUESNE CLUB DUES ARE PAID FOR THE CEO AND CFO; AIRLINE AND EXECUTIVE CLUB DUES ARE PAID FOR SENIOR MANAGEMENT. |
| PART I, LINES 4A-B | ELAINE VIGGIANO $80,032 |
| PART I, LINES 4A-B | DAVID BERRY $554; JAMES COVERT $12,963; MARK GIAQUINTO $677; DIANE MERKT $315; ERIC SCHULTIES $127; ROXANNE TATA $1,483; DARRELL TRIULZI $1,905 |
| PART I, LINE 6 | A PORTION OF THE SENIOR AND MIDDLE MANAGEMENT INCENTIVE PROGRAM IS BASED ON CONSOLIDATED OPERATING MARGIN. OTHER COMPONENTS OF THE PROGRAM INCLUDE VOLUME, DONOR FREQUENCY AND QUALITY METRICS. |
| PART I, LINE 6 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 861091967 | IssuerEIN |
| CUSIP Number | NONEAVAIL | CUSIPNumber |
| Date Issued | 2010-07-29 | DateIssued |
| Issue Price | 26500000 | IssuePrice |
| Description Of Purpose | BUILDING ACQUISITION AND IMPROVEMENTS | DescriptionOfPurpose |
| Defeased | 1 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 515000 | AmountRetired |
| Amount Bond Defeased | 7364099 | AmountBondDefeased |
| Total Proceeds | 26500000 | TotalProceeds |
| Capitalized Interest | 619078 | CapitalizedInterest |
| Issuance Costs From Proceeds | 375000 | IssuanceCostsFromProceeds |
| Capital Expenditures | 18760901 | CapitalExpenditures |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS COMPLETED BY MANAGEMENT AND IS REVIEWED BY AN EXTERNAL, INDEPENDENT ACCOUNTING FIRM. THE AUDIT AND FINANCE COMMITTEE, WITH THE ASSISTANCE OF MANAGEMENT, WILL REVIEWED THE 990 IN DETAIL PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EVERY ITXM EMPLOYEE IS REQUIRED TO COMPLETE CODE OF ETHICS AND LEGAL COMPLIANCE TRAINING AND SIGN A CONFIDENTIALITY AGREEMENT. ONE OF THE SECTIONS OF THE TRAINING PERTAINS TO CONFLICT OF INTEREST ACTIVITIES IN BUSINESS RELATIONSHIPS AND FINANCIAL INVESTMENTS. ALSO, ITXM MAINTAINS HUMAN RESOURCE POLICIES THAT ADDRESS CONFLICTS OF INTEREST AND SECONDARY EMPLOYMENT ISSUES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS RETAINS AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT TO ANNUALLY REVIEW AND ANALYZE THE MARKET COMPETITIVENESS, REASONABLENESS AND APPROPRIATENESS OF EXECUTIVE PAY AT ITXM. THIS ANALYSIS INCLUDES EXECUTIVES REPORTING DIRECTLY TO THE CEO AND EMPLOYEES WHOSE BASE SALARIES EXCEED THE LOWEST PAID DIRECT REPORT TO THE CEO. AT THE REQUEST OF THE COMPENSATION COMMITTEE, THE COMPENSATION CONSULTANT CONDUCTS AN ANNUAL COMPETITIVE ANALYSIS THAT FOCUSES ON BASE PAY, SHORT-TERM INCENTIVE PAY AND LONG-TERM INCENTIVE PAY AND CONDUCTS A TOTAL COMPENSATION ANALYSIS INCLUSIVE OF INDIRECT COMPENSATION AND OTHER NON-CASH COMPENSATION ELEMENTS EVERY THREE TO FIVE YEARS DEPENDING ON REGULATORY, LEGISLATIVE AND EXTERNAL ACTIONS AND TRENDS. THE COMPETITIVE ANALYSES ARE CONDUCTED ACCORDING TO A BOARD-APPROVED EXECUTIVE COMPENSATION STRATEGY AND MARKET ANALYSIS METHODOLOGY. THIS PROCESS WAS COMPLETED IN 2012. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VII: | A | AVG HOURS DEVOTED TO RELATED ORG(S) WHEN RELATED COMP IS REPORTED: |
| FORM 990, PART VII: | A | DESCRIPTION OF REASONABLE EFFORT MADE TO OBTAIN COMP FROM RELATED ORG: |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -11,204. PENSION LIABILITY ADJUSTMENT -8,594,794. TOTAL TO FORM 990, PART XI, LINE 5: -8,605,998. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 1: | A | DESCRIPTION OF ANY CHANGE IN ACCOUNTING METHOD: |
| FORM 990, PART XII, LINE 2A & 2B: | A | EXPLANATION OF FINANCIAL STATEMENTS: |
| FORM 990, PART XII, LINE 2C: | A | DESCRIPTION OF CHANGE TO COMMITTEE OVERSIGHT REVIEW PROCESS FROM PRIOR YEAR |
| FORM 990, PART XII, LINE 3B: | A | EXPLANATION OF REQUIRED AUDITS NOT OBTAINED: |
| FORM 990, PART IX, LINE 24F: | A | DESCRIPTION OF ALL OTHER FUNCTIONAL EXPENSES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| CENTRAL BLOOD BANK | |||||||||
| FIVE PARKWAY CENTER 875 GREENTREE R | PITTSBURGH | PA | 15220 | 251055312 | BLOOD COLLECTION | PA | 501(C)(3) | LINE 9: 509(A)(2) | 0 |
| LIFESOURCE | |||||||||
| 5505 PEARL STREET | ROSEMONT | IL | 60018 | 363492969 | BLOOD COLLECTION | IL | 501(C)(3) | LINE 9: 509(A)(2) | 0 |
| ITXM CLINICAL SERVICES | |||||||||
| FIVE PARKWAY CENTER 875 GREENTREE R | PITTSBURGH | PA | 15220 | 251839168 | BLOOD TESTING | PA | 501(C)(3) | LINE 9: 509(A)(2) | 0 |
| ITXM DIAGNOSTICS | |||||||||
| FIVE PARKWAY CENTER 875 GREENTREE R | PITTSBURGH | PA | 15220 | 030497690 | DIAGNOSTIC SERVICES | PA | 501(C)(3) | LINE 9: 509(A)(2) | 0 |
| BLOOD SCIENCE FOUNCATION | |||||||||
| FIVE PARKWAY CENTER 875 GREENTREE R | PITTSBURGH | PA | 15220 | 251562715 | CHARITABLE FOUNDATION | PA | 501(C)(3) | LINE 11, TYPE I: 509 | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFESOURCE GEISINGER BLOOD CENTER | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIVE PARKWAY CENTER 875 GREENTREE R | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364718005 | EIN |
| Primary Activity | BLOOD BANK | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INSTITUTE FOR TRANSFUSION MEDICINE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | -349589 | ShareOfTotalIncome |
| Share Of EOY Assets | 872610 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Percentage Ownership | 0.51000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|
| ITM HOLDINGS LTD | |||||||||
| FIVE PARKWAY CENTER 875 GREENTREE R | PITTSBURGH | PA | 15220 | 251736459 | INVESTMENT SUBSIDIARY | PA | N/A | C | 1.00000 |
| TXM CONSULTING | |||||||||
| FIVE PARKWAY CENTER 875 GREENTREE R | PITTSBURGH | PA | 15220 | 251736461 | CONSULTING | PA | N/A | C | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| LIFESOURCE GEISINGER BLOOD CENTER | ||
| B | 714000 | FAIR MARKET VALUE |
| CENTRAL BLOOD BANK | ||
| J | 798420 | FAIR MARKET VALUE |
| BLOOD SCIENCE FOUNDATION | ||
| Q | 2500000 | FAIR MARKET VALUE |
| BLOOD SCIENCE FOUNDATION | ||
| R | 1700000 | FAIR MARKET VALUE |
Comments