2011-11-15T14:53:36-05:00 2010-12-31 BKD LLP 10001 REUNION PLACE SUITE 400 SAN ANTONIO TX 782164137 990 2010-01-01 237379332 South Texas Blood & Tissue Center SOUT 2107315555 6211 IH 10 WEST SAN ANTONIO TX 78201 DONNA RESPONDEK 2011-11-15 John R Bruce CPA 2103419400 2010 2016-03-07 17:11:31Z MARY BETH FISK 6211 IH 10 WEST SAN ANTONIO TX 78201 66262202 false X WWW.BLOODNTISSUE.ORG X 1973 TX STBTC'S STAFF AND VOLUNTEERS ARE COMMITTED TO SERVING THE BLOOD, TISSUE AND RELATED NEEDS OF THE SOUTH TEXAS COMMUNITY IN A COST- EFFECTIVE MANNER BY UTILIZING STATE OF THE ART (CONTINUED IN SCH. O) 12 11 717 112 0 0 1467664 1874115 63112380 63989436 56710 206957 6659 23300 64643413 66093808 0 0 0 0 27814441 31353297 0 0 0 31097904 29183175 58912345 60536472 5731068 5557336 83760355 90529283 29239435 29764214 54520920 60765069 STBTC PLAYS A KEY ROLE IN SAVING COUNTLESS LIVES BY PROVIDING BLOOD AND TISSUE COMPONENTS TO MORE THAN 100 HOSPITALS IN A 43 COUNTY REGION AND IS DEDICATED TO MEETING THE HEALTHCARE NEEDS OF THE COMMUNITY. false false 50516183 64012736 THE BLOOD SERVICES DIVISION OF STBTC DREW OVER 141,000 LIFE-SAVING RED BLOOD CELL UNITS, 28,000 LIFE-SAVING PLATELET UNITS, AND 1,000 PLASMA UNITS IN 2010. IN ORDER TO BUILD A NEW GENERATION OF ALTRUISTIC YOUNG BLOOD DONORS, STBTC EXTENDED BLOOD DONOR ELIGIBILITY REQUIREMENTS TO 16-YEAR-OLDS IN 2009. A PHENOMENAL 5,200 16-YEAR-OLDS ROLLED UP THEIR SLEEVES AND CONTRIBUTED IN 2010. STBTC CONTINUED ITS EFFORTS TO BECOME BETTER STEWARDS OF THE BLOOD SUPPLY BY WORKING WITH CUSTOMERS TO BETTER UNDERSTAND THEIR NEEDS. IN 2010, STBTC IMPLEMENTED APPROPRIATED INVENTORY MANAGEMENT (AIM), A NEW SYSTEM THAT WILL ALLOW STBTC TO BETTER FORECAST DEMAND FOR BLOOD PRODUCTS TO HELP ENSURE AN ADEQUATE BLOOD SUPPLY. THE TEXAS CORD BLOOD BANK (TCCB), A DIVISION OF STBTC, PROVIDES THE MIRACULOUS GIFT OF LIFE THROUGH RECYCLING THE UMBILICAL CORD BLOOD COLLECTED AFTER THE BIRTH OF HEALTHY BABIES. IN 2010, THE TCBB REACHED A MAJOR MILESTONE - TRANSPLANTING THE 100TH UNIT OF LIFE SAVING UMBILICAL CORD BLOOD TO TREAT CHILDREN AND ADULTS SUFFERING FROM LIVE THREATENING ILLNESSES. TCBB HAS BANKED NEARLY 8,500 UNITS WITH A GOAL OF 25,000 UNITS. WITH 14 HOSPITALS ON BOARD, THE TCBB IS DEVELOPING STRATEGIES TO CONTINUE EXPANDING THE PROGRAM, WITH A FOCUS ON HIGH VOLUME BIRTHING CENTERS AND ETHNICALLY DIVERSE POPULATIONS. TCBB IS COLLABORATING WITH EXPERTS AROUND THE WORLD WHO ARE DEVELOPING CLINICAL TRIALS THAT HOLD PROMISE FOR PATIENTS AFFECTED BY CONDITIONS NOT PREVIOUSLY ASSOCIATED WITH CORD BLOOD AS A TREATMENT PROTOCOL. STBTC'S TISSUE SERVICES DIVISION CONTINUES TO PROVIDE LIFE-ENHANCING, HEALING TISSUE TO PATIENTS. IN 2010, TISSUE SERVICES MANUFACTURED OVER 350 DIFFERENT TYPES OF TISSUE COMPONENTS, WHICH WERE USED TO IMPROVE THE LIFE AND FUNCTION FOR OVER 5,200 PATIENTS. THESE PATIENTS ARE ABLE TO ENJOY THEIR FAMILIES, RETURN TO WORK AND PARTICIPATE IN FULLER, HEALTHIER, MORE PRODUCTIVE LIVES BECAUSE OF THE GIFT OF TISSUE ALLOGRAFTS. TISSUE SERVICES HAS BEEN ABLE TO COLLABORATE WITH RESEARCH AND DEVELOPMENT EXPERTS TO CREATE AND MANUFACTURE NEW COMPONENTS FOR INNOVATIVE ORTHOPEDIC PROCEDURES WHICH RESULT IN GREATER FLEXIBILITY AND FASTER RECOVERY FOR THE PATIENT. In ADDITION, THE TISSUE SERVICES DIVISION CONTINUES TO OFFER SUPPORT TO THOSE WHO SUFFER THE LOSS OF A LOVED ONE BY OFFERING BEREAVEMENT PROGRAMS THROUGH THE BEREAVEMENT EDUCATION SUPPORT TASKFORCE (BEST). THE NATIONAL MARROW DONOR PROGRAM OF SOUTH AND CENTERAL TEXAS IS ONE OF THE LARGEST REGISTRIES OF HISPANIC DONORS IN THE NATIONAL MARROW DONOR PROGRAM (NMDP). IN 2010, STBTC REGISTERED OVER 16,000 DONORS FOR THE MATCH REGISTRY AND STBTC DONORS PARTICIPATED IN 70 TRANSPLANTS. NATIONWIDE, PERIPHERAL BLOOD CELLS ARE BEING USED MORE AND MORE AS ALTERNATIVES TO TRADITIONAL BONE MARROW TO MEET THE NEEDS OF PATIENTS. STBTC ASSISTS IN THE SEARCH FOR BOTH LIFE-SAVING RESOURCES FOR PATIENTS BY REGISTERING DONORS AS WELL AS COLLECTING AND PROCESSING PERIPHERAL BLOOD STEM CELLS. 50516183 true true false true false false false false false true false false true true false false true false false false false false false false false false false false true true false false false false false true false false false false false false false false false true true true false false true 112 0 true 717 true false false false false false false false false false false X 12 11 false false false false false false false true true true false false true true true true true true false false X BEN LOPEZ 2107315555 6211 IH 10 WEST SAN ANTONIO TX 78201 X NORMAN D KALMIN MD 25.0 X X 615084 0 175286 ANTHONY J INFANTE MD PHD 1.0 X X 0 0 0 DENNIS STAHL 1.0 X X 0 0 0 MICHAEL BELDON 1.0 X X 0 0 0 JOHN FEIK 1.0 X X 0 0 0 DARRYL G WALDRON PHD 1.0 X X 0 0 0 SUSAN EHRMAN 1.0 X 0 0 0 YASAN GOODING PHD 1.0 X 0 0 0 R WAYNE HILLIARD PHD 1.0 X 0 0 0 CHARLES LERNER MD 1.0 X 0 0 0 BLANCA MOLINA MD 1.0 X 0 0 0 MARGARET PETERS MD 1.0 X 0 0 0 BILL D RASCO 1.0 X 0 0 0 KAREN STIEFEL PHD 1.0 X 0 0 0 KEVIN J LAND MD 50.0 X 214025 0 748 RACHEL LOUISE BEDDARD MD 50.0 X 218059 0 29458 MARY BETH FISK 50.0 X 203087 0 23451 DONNA MARIE RESPONDEK 50.0 X 194961 0 21553 SANDRA FAYE MUNOZ 50.0 X 162866 0 18012 SHARI MILLER 50.0 X 145873 0 14172 ROBERT LUIS DE JONGH 50.0 X 126343 0 8603 DARRIN C GANNAWAY 50.0 X 160519 0 7624 MARK GAGER 50.0 X 113649 0 8094 PATRICIA J CAPELLI 50.0 X 102911 0 6480 LINDA L BAYER 50.0 X 100602 0 11301 2357979 0 324782 12 false true false COMPUTER SOLUTIONS PO BOX 1847 SAN ANTONIO TX 782971847 IT SERVICES 540789 BARTLETT COCKE INC 8706 LOCKWAY SAN ANTONIO TX 782174837 CONSTRUCTION 461702 AMERICAN BUILDING MAINTENANCE PO BOX 951864 DALLAS TX 753951864 JANITORIAL SERVICES 286047 ROSENBERG INDOOR COMFORT LLC 4335 VANCE JACKSON SAN ANTONIO TX 78230 CONSTRUCTION 264346 MEDSHARPS LLC PO BOX 91139 SAN ANTONIO TX 78209 WASTE REMOVAL 246885 15 1859311 14804 2004 1874115 BLOOD AND TISSUE SERVICE FEES 621300 63396564 63396564 RENT FROM AFFILIATED EXEMPT ORG 531120 592872 592872 63989436 367139 367139 0 0 8212 168394 -160182 -160182 -160182 0 0 0 CLINICAL STUDY 621300 21973 21973 AUTO ACCIDENT CLAIM 621300 1327 1327 23300 66093808 64012736 206957 0 0 0 0 0 0 0 0 2296349 729879 1536586 29884 0 0 0 0 23341830 17981914 5262228 97688 1146292 947731 194955 3606 2810475 2070787 732526 7162 1758351 1320892 429049 8410 0 0 0 0 61956 14050 47906 0 58600 800 57800 0 25774 25774 0 0 0 0 0 0 0 0 892291 372652 519639 0 326318 203777 122541 0 994800 652498 342302 0 752320 489265 263055 0 0 0 0 2702200 1299822 1402378 0 1070249 945572 124677 0 0 0 0 189186 126874 62312 0 0 0 0 0 0 3996661 2069837 1926824 0 323185 77173 246012 0 O/H TO RELATED ORGANIZATION -4463674 -947223 -3516451 0 TESTING EXPENSES AND SUPPLIES 20299067 20299067 0 0 SVCS PURCHASED BY REL. ORGS. -216571 -5127 -64694 -146750 EQUIPMENT MAINT AND REPAIR 662539 560033 102506 0 DONOR INCENTIVES 983444 982786 658 0 524830 297350 227480 60536472 50516183 10020289 0 14670003 11045971 703060 2429101 8324546 6946352 140000 2710622 3853997 4131383 4149395 1552591 1186837 63082180 27081931 36758158 36000249 10896934 17022419 4013058 7754962 83760355 90529283 4865470 5399138 151121 108000 22704296 22152072 1518548 2105004 29239435 29764214 X 53266062 59862542 1254858 902527 54520920 60765069 83760355 90529283 X 5557336 686813 X false true true X false X false false false 2051327 4931467 922718 1467664 1874115 11247291 65805815 66095734 56177208 63119039 64012736 315210532 67857142 71027201 57099926 64586703 65886851 326457823 326457823 901537 627905 379088 367139 2275669 3637467 2302252 5939719 3637467 3203789 627905 379088 367139 8215388 71494609 74230990 57727831 64965791 66253990 334673211 0.97545 0.97078 0.02455 0.02922 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25774 25774 60510698 60536472 1000000 250000 1000000 1000000 2000000 3000000 48448 25774 74222 250000 250000 500000 750000 2920989 2920989 34036309 8122110 25914199 843600 406230 437370 21912707 16209541 5703166 3368575 2344050 1024525 36000249 INTERCOMPANY RECEIVABLES 7293371 LOAN ISSUANCE COSTS LESS AMORT 461591 7754962 0 BLOOD ASSURANCE PROG 10000 INTEREST RATE SWAP 2095004 2105004 66093808 60536472 5557336 1273268 1273268 6830604 67367076 1273268 1273268 66093808 66093808 60536472 60536472 60536472 FIN 48 FOOTNOTE SCHEDULE D, PART X, QUESTION 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X X false true X X X X X X false true false false false false false false true true NORMAN D KALMIN MD 466929 0 125000 0 23155 0 160271 0 15015 0 790370 0 KEVIN J LAND MD 194713 0 10000 0 9311 0 0 0 748 0 214773 0 RACHEL LOUISE BEDDARD MD 191279 0 25000 0 1780 0 17185 0 12273 0 247517 0 MARY BETH FISK 166616 0 34503 0 1968 0 15405 0 8046 0 226538 0 DONNA MARIE RESPONDEK 167305 0 25000 0 2656 0 14534 0 7019 0 216514 0 SANDRA FAYE MUNOZ 135041 0 25000 0 2825 0 11539 0 6473 0 180878 0 SHARI MILLER 124109 0 20000 0 1765 0 9995 0 4177 0 160045 0 DARRIN C GANNAWAY 155193 0 3507 0 1820 0 6192 0 1432 0 168143 0 INFORMATION REGARDING BENEFITS PROVIDED PART I, QUESTION 1A NORMAN D. KALMIN, MD-HEALTH OR SOCIAL CLUB DUES & FINANCIAL SERVICES-TREATED AS TAXABLE COMPENSATION; KEVIN J. LAND, MD-HEALTH OR SOCIAL CLUB DUES-TREATED AS TAXABLE COMPENSATION EXPLANATION FOR NO WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT PART I, QUESTION 1B ALL EXPENSE STATEMENTS FOR OFFICERS ARE REVIEWED BY THE CEO WHO CAN APPROVE ON A CASE BY CASE BASIS EXPENSES CHARGED TO STBTC. EXPENSES LISTED IN 1A ARE EITHER REIMBURSED BY THE OFFICER OR INCLUDED IN THEIR TAXABLE INCOME. IN REGARDS TO THE CEO, THE BOARD OF DIRECTORS DETERMINED THAT IT WAS APPROPRIATE FOR THE ORGANIZATION TO PAY THEIR SOCIAL CLUB DUES AS THE MEMBERSHIP WOULD AFFORD THE ORGANIZATION A VENUE TO DEVELOP NEW BUSINESS OPPORTUNITIES. LIKEWISE, THE BOARD OF DIRECTORS DETERMINED THAT FOR RETENTION PURPOSES IT WAS APPROPRIATE TO PAY FOR THE FINANCIAL SERVICES UTILIZED BY THE CEO. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PART 1, QUESTION 4 THE ORGANIZATION PROVIDES A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO ITS CHIEF EXECUTIVE OFFICER TO PROVIDE RETIREMENT BENEFITS WHICH WOULD OTHERWISE BE LOST DUE TO STATUTORY LIMITATIONS AND FOR RETENTION PURPOSES. THE PLAN HAS A PRE-DETERMINED VESTING DATE. PAYMENT IS SUBJECT TO THE ACHIEVEMENT OF CERTAIN SERVICE REQUIREMENTS PROVIDED EMPLOYMENT WAS THROUGH THE VESTING DATE OR IN CERTAIN OTHER LIMITED CIRCUMSTANCES. A 457(F) PLAN PAYOUT WAS NOT MADE IN 2010. NORMAN D. KALMIN, MD WAS THE CEO WHO PARTICIPATED IN THE PLAN FOR 2010. INITIAL CONTRACT EXCEPTION PART 1 QUESTION 8 KEVIN J. LAND, MD WAS PAID A SIGN ON BONUS AS PART OF HIS INITIAL CONTRACT TO BE THE NEW PRESIDENT/CEO & MEDICAL DIRECTOR FOR SOUTH TEXAS BLOOD & TISSUE CENTER, WHICH WAS APPROVED BY THE BOARD OF DIRECTORS. WALLIS CULTURAL EDUCATION FACILITIES FINANCE CORP 205699175 2008-01-31 3500000 CONSTRUCTION & EQUIPMENT OF FACILI false false WALLIS CULTURAL EDUCATION FACILITIES FINANCE CORP 205699175 2009-01-15 10000000 REFINANCING OF 2001 BONDS false false WALLIS CULTURAL EDUCATION FACILITIES FINANCE CORP 205699175 2007-12-27 10000000 CONSTRUCTION & EQUIPMENT OF FACILI false false 0 0 3553417 0 0 0 62529 0 0 3490888 0 0 2008 false false true true 9994821 0 10000000 0 0 0 5179 0 9994821 0 0 0 true false true true 0 0 10032800 0 0 0 156952 0 0 9875848 0 0 2008 false false true true false false false false false 0.00000 0.00000 0.00000 true true false false false false false 0.00000 0.00000 0.00000 true false true true FROST NATL BANK 25. true false false false false false true true Frost Natl Bank 25.1 true false false false false false true true FROST NATL BANK 25. true false false false false ISSUANCE COSTS FROM BOND PROCEEDS SCHEDULE K, PART II, LINE 7 AMOUNTS SOLELY REPRESENT ISSUANCE COSTS. KEVIN J LAND MD X 140000 140000 false true true 140000 MAILING ADDRESS FORM 990, PART VI, QUESTION 9 NORMAN D. KALMIN, MD, 4258 COMMUNICATIONS DRIVE, NORCROSS, GA 30093 PROCESS TO REVIEW THE FORM 990 FORM 990, PART VI, QUESTION 11B THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE THE FORM 990. ONCE PREPARED, THE RETURN IS THOROUGHLY REVIEWED BY THE FINANCIAL SERVICES MANAGEMENT PRIOR TO FILING THE RETURN. PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, QUESTION 12C A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS PROVIDED ANNUALLY TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES. IN ADDITION, QUESTIONNAIRES ARE GIVEN OUT ON AN ANNUAL BASIS TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES WHICH COVER BUSINESS AND FAMILY RELATIONSHIPS AND VARIOUS ACTIVITIES THAT HAVE OCCURRED OVER THE COURSE OF THE YEAR. EVERY ATTEMPT IS MADE TO ENSURE THAT ALL FORMS ARE RETURNED TO THE SOUTH TEXAS BLOOD & TISSUE CENTER. INDIVIDUALS WHO FAIL TO RETURN THE REQUESTED FORMS OR PROVIDE INCOMPLETE INFORMATION ARE CONTACTED BY THE ORGANIZATION. REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION FORM 990, PART VI, QUESTION 15A IN DETERMINING THE CEO'S COMPENSATION, THE SOUTH TEXAS BLOOD & TISSUE CENTER HAS ESTABLISHED A PROCESS THAT RELIES ON AN INDEPENDENT COMPENSATION CONSULTING GROUP TO ASSIST IN THAT DECISION. THEIR REVIEW IS BASED ON COMPENSATION SURVEYS, COMPENSATION PACKAGES OFFERED BY OTHER BLOOD AND TISSUE CENTERS IN OUR PEER GROUP AND MARKET COMPETITIVE ANALYSES. THE INDEPENDENT CONSULTANTS REPORT IS REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD AND SUBMITTED TO THE BOARD FOR APPROVAL. ORGANIZATION'S MISSION FORM 990, PART 1, LINE 1 STBTC'S STAFF AND VOLUNTEERS ARE COMMITTED TO SERVING THE BLOOD, TISSUE AND RELATED NEEDS OF THE SOUTH TEXAS COMMUNITY IN A COST-EFFECTIVE MANNER BY UTILIZING STATE OF THE ART FACILITIES AND EQUIPMENT AND TO ENHANCE THOSE SERVICES THROUGH EDUCATION AND RESEARCH. OFFICERS OR KEY EMPLOYEES FORM 990, PART VI, QUESTION 15B SOUTH TEXAS BLOOD & TISSUE CENTER HAS ESTABLISHED A PROCESS TO DETERMINE COMPENSATION FOR OFFICERS THAT RELIES ON AN INDEPENDENT COMPENSATION CONSULTING FIRM TO ASSIST IN MAKING THAT DECISION. THEIR ANALYSIS IS BASED ON MARKET INFORMATION, COMPENSATION SURVEYS AND MARKET COMPETITIVE ANALYSES. DOCUMENTS, POLICIES, FINANCIAL STATEMENTS MADE AVAILABLE TO PUBLIC FORM 990, PART VI, QUESTION 19 UPON REQUEST FORM 990 PROVIDED TO GOVERNING BODY FORM 990, PART VI, QUESTION 11A THE 990 IS AVAILABLE TO THE ORGANIZATION'S GOVERNING BODY UPON REQUEST. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 5 UNREALIZED GAINS 1,273,268 INTEREST RATE SWAP (586,455) TOTAL 686,813 VOTING MEMBER OF BOARD DIRECTORS NOT INDEPENDENT FORM 990, PART VI, LINE 1B ONE MEMBER OF THE BOARD OF DIRECTORS IS NOT DEEMED INDEPENDENT BECAUSE HE RECEIVED COMPENSATION AS AN OFFICER OF THE ORGANIZATION. COMPENSATION OF OFFICERS FORM 990, PART VII, SECTION A NORMAN D. KALMIN, MD SERVED AS THE PRESIDENT/CEO & MEDICAL DIRECTOR FOR BOTH SOUTH TEXAS BLOOD & TISSUE CENTER (STBTC) AND QUALTEX LABORATORIES, A RELATED ORGANIZATION, UNTIL HIS DUTIES AS PRESIDENT/CEO & MEDICAL DIRECTOR FOR STBTC WERE TRANSITIONED TO A NEW POSITION DEDICATED SOLELY TO STBTC. KEVIN J. LAND, MD WAS HIRED TO FILL THIS POSITION FOR STBTC. TO ENSURE AN EFFECTIVE TRANSITION, THERE WAS A PERIOD DURING WHICH BOTH INDIVIDUALS SERVED STBTC. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:NORMAN D. KALMIN, MD TITLE:PRESIDENT/CEO & MEDICAL DIR. HOURS:25 QUALTEX LABORATORIES 6211 IH 10 WEST SAN ANTONIO TX 78201 208429619 TESTING TX 501 C (3) 10 NA THE BLOOD & TISSUE CENTER FOUNDATION 6211 IH 10 WEST SAN ANTONIO TX 78201 431970952 SUPPORT ORG TX 501 C (3) 11a NA true true true true false false false false true false false true true true true true true false QUALTEX LABORATORIES A 82139 QUALTEX LABORATORIES A 592872 THE BLOOD & TISSUE FOUNDATION C 1859311 QUALTEX LABORATORIES D 3739096 QUALTEX LABORATORIES I 592872 QUALTEX LABORATORIES L 9781688 THE BLOOD & TISSUE FOUNDATION L 190597 QUALTEX LABORATORIES M 1571660 QUALTEX LABORATORIES N 2892014 QUALTEX LABORATORIES O 247082 QUALTEX LABORATORIES P 13465705 QUALTEX LABORATORIES Q 1984190 THE BLOOD & TISSUE FOUNDATION Q 114885