2013-08-15T13:07:25-05:00 2012-12-31 Grant Thornton LLP 100 E Wisconsin Ave Milwaukee WI 53202 990 2012-01-01 390807235 BloodCenter of Wisconsin Inc % PAUL MATSON BLOO 4149335000 PO Box 2178 638 North 18th Stree Suite Milwaukee WI 532012178 MAUREEN KWIECINSKI 4149335000 2013-08-14 true 4142898200 2012 2016-02-24 21:20:13Z JACQUELYN FREDRICK 638 N 18TH STREET MILWAUKEE WI 532012178 156617647 false X WWW.BCW.EDU X 1947 WI Recruits blood, organ & tissue donations. Provides products to health- care facilities; diagnostic lab testing, clinical services & specialty pharmaceuticals. Conducts research, while protecting public safety. 28 25 1064 380 0 0 19116752 16594248 121981532 129052505 864113 775329 158363 66410 142120760 146488492 17945000 2955377 0 0 62344881 65290539 0 0 0 68015686 71600507 148305567 139846423 -6184807 6642069 124774635 130493454 44328674 46782712 80445961 83710742 X BloodCenter of Wisconsin, Inc. protects public safety and serves healthcare facilities by 1) recruiting volunteer blood donors, 2) collecting, processing and distributing blood and blood components, 3) providing specialized diagnostic laboratory testing, pharmaceuticals and medical services, 4) conducting research in vascular biology, immunobiology, transfusion medicine, hemostasis and stem cell biology, and 5) procuring organ and tissue donations. false false 46046698 80857 62822112 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 56 HOSPITALS AND OTHER BLOOD CENTERS WE SUPPLY. IN THE YEAR ENDED 2012 OVER 233,088 COLLECTIONS PROVIDED OVER 322,943 UNITS OF BLOOD TO PATIENTS IN NEED. 20052588 34800 24086384 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 UNDER THE FEDERAL SUBAWARD AGREEMENT, INCLUDING PATIENT CARE, EDUCATION, SUPPORT SERVICES, APPROVED GRANT RESEARCH & OTHER COSTS. 15964331 25872992 BLOODCENTER OF WISCONSIN, INC. FULFILLS ITS TAX-EXEMPT PURPOSE OF PROVIDING DIAGNOSTIC LABORATORY TESTING IN THE AREAS HISTOCOMPATIBILITY & IMMUNOLOGY, PLATELET & NEUTROPHIL IMMUNOLOGY, HEMOSTASIS, IMMUNOLOGY REFERENCE, MOLECULAR DIAGNOSTICS AND TRANSFUSION SERVICES. 19999280 2826000 73816 Blood Research Institute 9177406 13720 10523705 Organ and Tissue Donation 5719449 5747312 Medical Sciences Institute 34896135 2839720 16344833 116959752 true true false true false false false false false true true false false false true true false true false false false false false false false false false true false true true false false false false false false false false false true false false false false false true true true false false true 153 0 true 1064 true false false false false false false false false false true false X 28 25 true false false false false false false true true false false true true true true true true true true true false WI X X PAUL MATSON 4149376349 638 N 18TH STREET MILWAUKEE WI 532012178 X Jacquelyn Fredrick 55.0 6.0 X X 716352 0 240950 Gilbert White MD 55.0 1.0 X X 559833 0 41447 Richard S Gallagher 1.0 6.0 X X 0 0 0 Thomas J Hauske Jr 1.0 5.0 X 0 0 0 Peter Ziegler 1.0 1.2 X X 0 0 0 Kristin Severson 1.0 X X 0 0 0 Robert H Manegold 1.0 1.0 X X 0 0 0 Alberta Darling Senator 1.0 X 0 0 0 Susan Edwards 1.0 X 0 0 0 Nan Gardetto 1.0 X 0 0 0 Robert K Gleeson MD 1.0 X 0 Emery Harlan 1.0 X 0 0 0 J Scott Harkness 1.0 1.0 X 0 0 0 Omar Ishrak PHD 1.0 X 0 Sarah Joerres MD 1.0 X 0 0 0 Dale Kent 1.0 1.0 X 0 John D Oliverio 1.0 X 0 0 0 William D Petasnick 1.0 X 0 0 0 Joan M Prince PHD 1.0 X 0 0 0 Leonard J Quadracci 1.0 X 0 0 0 Larry Rambo 1.0 X 0 0 0 James M Rauh 1.0 X 0 0 0 John R Raymond Sr MD 1.0 X 0 0 0 Johan Segerdahl 1.0 X 0 0 0 Paul Skalecki 1.0 X 0 0 0 John J Stollenwerk 1.0 X 0 0 0 Julia Syburg 1.0 X 0 0 0 Peggy Troy 1.0 X 0 0 0 Nick W Turkal MD 1.0 X 0 0 0 Robert Walker 1.0 1.0 X 0 0 0 Madonna Williams 1.0 X 0 Thomas Abshire MD 55.0 X 472756 0 23115 Jeffrey D Allen 55.0 6.0 X 342033 0 58174 Ilke Pnazer 55.0 X 335503 0 49452 James Mitchell 55.0 X 323273 0 26623 Maureen Kwiecinski 55.0 6.0 X 299343 0 19620 Sandi Lemons 55.0 X 181929 0 31781 Margaret Mcelligott 55.0 X 194632 0 42250 John Campbell 55.0 X 467756 0 36780 Peter Newman PHD 55.0 X 325810 0 35821 Jerome Gottschall MD 55.0 X 304736 0 42437 Kenneth Friedman MD 55.0 X 267314 0 46600 Kathleen E Puca MD 55.0 X 253089 0 30837 5044359 0 725887 73 false true false MEDICAL COLLEGE OF WISCONSIN 8701 Watertown Plank Rd MILWAUKEE WI 53226 Medical Services 855695 JIGSAW LLC 710 N Plankinton Ave MILWAUKEE WI 53203 marketing 640978 MEDIWARE INFORMATION SYSTEMS INC 1900 Spring Rd OAKBROOK IL 60523 software maintenance 514753 FROEDERT MEMORIAL LUTHERAN HOSPITAL 9200 W WISCONSIN AVE MILWAUKEE WI 53226 Medical Services 458300 AURORA HEALTH CARE PO BOX 341100 MILWAUKEE WI 53234 Medical services 383957 23 5723 5217326 10072532 1298667 1016 16594248 BLOOD SERVICES 621500 62822112 62822112 DIAGNOSTIC LABORATORIES 621500 25872992 25872992 PHARMACY 621500 24086384 24086384 ORGAN AND TISSUE DONATION 621500 10523705 10523705 MEDICAL SCIENCES INSTITUTE 621500 5747312 5747312 129052505 739884 739884 0 0 30000 37406 -7406 0 -7406 -7406 10044476 82718 10027730 64019 16746 18699 35445 35445 0 0 0 MISCELLANEOUS REVENUE 561000 45747 45747 EDUCATION REVENUE 611710 28069 28069 73816 146488492 129126321 767923 2955377 2955377 0 0 0 3959062 1832001 2127061 0 47130267 38736633 8393634 4125080 3320782 804298 6712117 5382292 1329825 3364013 2689574 674439 0 335680 305 335375 312889 312889 5600 5600 0 174313 174313 6401158 5226282 1174876 599818 438192 161626 1209096 962520 246576 1406111 701174 704937 55054 55054 5111513 3286405 1825108 591885 548798 43087 0 1126240 924468 201772 660643 660643 0 5828296 3367986 2460310 585899 9714 576185 MEDICAL LAB SUPPLIES 24439688 24410667 29021 THERAPEUTIC PRODUCTS 19716339 19716339 COST OF IMPORTS 1391227 1391227 MISCELLANEOUS EXPENSES 1649058 1003962 645096 139846423 116959752 22886671 0 10062355 15072772 10081678 6100314 627 1833 17997245 17840971 0 0 0 0 0 0 4625391 4326025 1288008 1287903 97986667 50236594 50504237 47750073 30215094 38113563 0 0 0 0 0 0 0 0 124774635 130493454 21185420 21882182 0 0 0 0 14923762 14232611 0 0 0 0 0 0 0 0 8219492 10667919 44328674 46782712 X 80445334 83708909 627 1833 0 0 80445961 83710742 124774635 130493454 X 6642069 -65383 -3311905 X false true X true true true X 15904094 17382980 16558435 19116752 16594248 85556509 0 0 15904094 17382980 16558435 19116752 16594248 85556509 16866817 68689692 1292659 622621 797970 773398 769884 4256532 14660 0 0 0 0 14660 42752 59245 4893 100000 0 206890 90034591 593844095 0.76293 0.78530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 7427 7427 PART II-B, LINE 1I OTHER ACTIVITIES $5,600 Payment made to Puget Sound Blood Center for shared lobbying expenses for Dr. Greg Denomme's genotyping program. $957 of the dues paid to The Association of Organ Procurement Organizations has been allocated to lobbying. $870 of the dues paid to America's Blood Centers has been allocated to lobbying. 65750649 478855 10026143 2081495 74174152 51493448 16417340 -287443 1872696 65750649 43808211 1272973 7990201 1577937 51493448 34271292 316005 10134827 913913 43808211 32456611 730835 -12670116 -13753962 34271292 0.99191 0.00809 false true true 2705072 2705072 58970715 25753915 33216800 1688333 1211600 476733 31737745 21592985 10144760 2884802 1678094 1206708 47750073 0 LONG-TERM PENSION OBLIGATIONS 10667919 10667919 X 146460515 -65383 -65383 146525898 -37406 -37406 146488492 143195734 3349311 3349311 139846423 139846423 Endowment Funds Part v 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. Reconciliation of Revenue Part XI, Line 4B Rental Activity Expenses $ (37,406) Reconciliation of Expenses Part XII, Line 2D Additional Minimum Pension Expense $ 3,311,905 Rental Activity Expenses $37,406 Total $ 3,349,311 Income taxes Part X BloodCenter and the Foundation received a tax determination letter dated December 19, 2006 confirming that BloodCenter and the Foundation 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. BloodCenter 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 2012 and income tax returns are not required to be filed. Therefore, as the statute of limitations will remain open for returns not filed, tax years 2009 through 2012 will remain open to audit for both Federal and state purposes. BloodCenter and the Foundation recognize, if necessary, interest and penalties related to unrecognized tax benefits in the provision for income taxes. There were no interest or penalties related to income taxes that have been accrued or recognized as of and for the years ended December 31, 2012 and 2011. true BloodCenter Research Foundation Inc 638 North 18th Street Milwaukee WI 53233 391372542 501(c)(3) 2826000 FMV Research Great Lakes Hemophilia Foundation Inc 638 North 18th Street Milwaukee WI 53233 237367636 501(c)(3) 34800 FMV Patient Financial Assistance Be The Match Foundation 3001 Broadway St NE 601 Minneapolis MN 55413 411704734 501(c)(3) 28752 FMV National Blood Foundation 8101 Glenbrook Road Bethesda MD 20814 362384118 501(c)(3) 20000 FMV Research Afroworld Enterprises LTD 275 W Wisconsin Ave Milwaukee WI 53203 391422633 501(c)(3) 5300 FMV festival support The Foundation for America's Blood Centers 725 15th st nw ste 700 washington DC 20005 522038372 501(c)(3) 8300 fmv research 6 0 GRANTS PART I, LINE 2 BloodCenter of Wisconsin, Inc. provides grant funding to BloodCenter ResearCh Foundation, Inc. on an annual basis. These funds are used to provide resources that will support future Blood research. Monitoring the investment of these funds, the distributions and what these are used for is completed by leadership of the BloodCenter Research Foundation, Inc. X X true true X X X X X false true false false false false false false false Jacquelyn Fredrick 487750 0 206404 0 22198 0 237899 0 3051 0 957302 0 0 0 Gilbert White MD 431258 0 105353 0 23222 0 26089 0 15358 0 601280 0 0 0 Thomas Abshire MD 347852 0 104500 0 20404 0 17500 0 5615 0 495871 0 0 0 Jeffrey D Allen 282386 0 41276 0 18371 0 39062 0 19112 0 400207 0 0 0 Ilke Pnazer 287403 0 29730 0 18370 0 35426 0 14026 0 384955 0 0 0 James Mitchell 282552 0 39417 0 1304 0 17500 0 9123 0 349896 0 0 0 Maureen Kwiecinski 258009 0 23679 0 17655 0 17387 0 2233 0 318963 0 0 0 Sandi Lemons 181192 0 0 0 737 0 13051 0 18730 0 213710 0 0 0 Margaret Mcelligott 163963 0 28825 0 1844 0 22905 0 19345 0 236882 0 0 0 John Campbell 370349 0 38809 0 58598 0 17500 0 19280 0 504536 0 0 0 Peter Newman PHD 256705 0 49460 0 19645 0 27733 0 8088 0 361631 0 0 0 Jerome Gottschall MD 269662 0 14294 0 20780 0 26432 0 16005 0 347173 0 0 0 Kenneth Friedman MD 253220 0 11602 0 2492 0 24678 0 21922 0 313914 0 0 0 Kathleen E Puca MD 222414 0 11865 0 18810 0 17003 0 13834 0 283926 0 0 0 Part I, Question 1a housing allowance Vice president John Campbell was given a subsistence housing allowance in the amount of $53,400. It is reported as other reportable compensation on schedule J, Part II, column B(iii). Mr Campbell lives in Florida and works at Bloodcenter of wisconsin in Milwaukee. 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. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PART I, LINE 4B 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 2012 in service of the SERP plan was $197,197. A WHEFA 2004 Master Note 391337855 97710VJF3 2004-08-06 10405703 Buildings & Structures false false false B WHEFA 2009 refinance of 1994A bonds 391337855 2009-08-19 7145000 proceeds used to currently refund false false false A 1375703 0 10197589 0 7805 0 208114 0 0 10137589 60000 0 2004 false false true true B 1190000 0 7145000 0 0 0 0 0 0 0 7145000 0 2009 true false true true A false false false false 0 true false false true B false false false false 0 true false false true A true false false 0 false 0 false false B false true false 0 false 0 false false A true B true Susan Edwards Entity w/ common EODTKE 2789859 Product Sales false Part IV - Business Transactions The above business transactions involving interested persons are provided at fair value and in the normal course of business. Other Program Services Part III, Line 4d 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. Business Relationship PART VI, LINE 2 Dale Kent and Peter Ziegler have a business relationship. John Raymond and Dr. Gleason have a business relationship. FORM 990 REVIEW PART VI - LINE 11B 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. WRITTEN CONFLICT OF INTEREST POLICY PART VI B - LINE 12 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. Compensation Part VI, Line 15a and b 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 ORGANIZATION'S DOCUMENTS OPEN TO THE PUBLIC Part VI - LINE 19 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. OTHER CHANGES IN NET ASSETS OR FUND BALANCES PART XI, LINE 5 Pension Adjustment (3,311,905) BloodCenter Research Foundation Inc PO BOX 2178 638 NORTH 18TH STREE MILWAUKEE WI 53201 391372542 SUPPORTING WI 501(c)(3) 11b BLOODCENTER true Center for Transfusion Transplant PO Box 2178 638 North 18th Stree milwaukee WI 53201 454675354 supporting WI 501(c)(3) 11b bloodcenter true false true true false false false false false false false false false false true true false true false false BLOODCENTER RESEARCH FOUNDATION INC B 2826000 FMV BLOODCENTER RESEARCH FOUNDATION INC C 5217326 FMV BLOODCENTER RESEARCH FOUNDATION INC N,Q 602574 FMV BLOODCENTER RESEARCH FOUNDATION INC O 819148 FMV