VERSITI BLOOD HEALTH INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VERSITI BLOOD HEALTH INC (EIN 39-0807235)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-29
- IRS object ID
- 202403039349301230
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-29T09:01:56-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET SUITE 1600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390807235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERSITI WISCONSIN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VERS | BusinessNameControlTxt |
| Phone | 4149335000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2178 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532012178 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS MISKEL | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4149335000 | PhoneNum |
| Signature | 2024-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN COUTURE | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 6177237900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRIS MISKEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2178 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532012178 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $239,911,536 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VERSITI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | (SEE SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 1283 | TotalEmployeeCnt |
| Total Volunteers | 292 | TotalVolunteersCnt |
| Total Gross UBI | $862,156 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,273 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,822,899 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,533,265 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $183,233,449 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $195,099,800 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,541,393 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,894,142 | CYInvestmentIncomeAmt |
| PY Other Revenue | $221,475 | PYOtherRevenueAmt |
| CY Other Revenue | $677,285 | CYOtherRevenueAmt |
| PY Total Revenue | $220,819,216 | PYTotalRevenueAmt |
| CY Total Revenue | $235,204,492 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,178,503 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,971,528 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $83,558,410 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $99,706,668 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $119,607,887 | PYOtherExpensesAmt |
| CY Other Expenses | $127,290,428 | CYOtherExpensesAmt |
| PY Total Expenses | $207,344,800 | PYTotalExpensesAmt |
| CY Total Expenses | $230,968,624 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,474,416 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,235,868 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $141,863,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $188,812,448 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,736,333 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68,196,230 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $115,127,151 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $120,616,218 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | VERSITI WISCONSIN, INC. (VERSITI) IS A BLOOD HEALTH INNOVATOR WHICH ENHANCES LIVES THROUGH DISCOVERY, DIAGNOSIS AND TREATMENT. VERSITI EXPANDS THE FRONTIERS OF PATIENT HEALTH THROUGH THE INTEGRATION OF SCIENCE, MEDICINE AND SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $48,514,048 | ExpenseAmt |
| Grant | $114,000 | GrantAmt |
| Revenue | $54,436,294 | RevenueAmt |
| Desc | VERSITI OPERATES THE COMPREHENSIVE CENTER FOR BLEEDING DISORDERS (CCBD), UNDER A FEDERAL SUBAWARD AGREEMENT OF THE SOCIAL SECURITY ACT. CCBD PROVIDES CRITICAL SERVICES TO BLEEDING AND CLOTTING DISORDER PATIENTS AND THEIR FAMILIES. AS A COVERED ENTITY UNDER THE FEDERAL 340B DRUG DISCOUNT PROGRAM, VERSITI IS ELIGIBLE TO ACCESS CERTAIN SPECIALTY PHARMACEUTICALS AT DISCOUNTED PRICING. PHARMACEUTICAL NET INCOME IS PROGRAM INCOME AND FUNDS ARE RESTRICTED TO ACTIVITIES AND EXPENDITURES THAT FURTHER ELIGIBLE PROJECTS AND PROGRAM OBJECTIVES; INCLUDING PATIENT CARE, EDUCATION, SUPPORT SERVICES, APPROVED GRANT RESEARCH AND OTHER COSTS. VERSITI PROVIDES THESE SPECIALTY PHARMACY PRODUCTS TO HOME CARE PATIENTS AND HOSPITAL SYSTEMS. DURING 2023, 14,889 VIALS OF SPECIALTY PHARMACY PRODUCTS WERE PROVIDED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $43,276,164 | ExpenseAmt |
| Grant | $33,700 | GrantAmt |
| Revenue | $52,112,157 | RevenueAmt |
| Desc | VERSITI RECRUITS VOLUNTEER BLOOD DONORS, COLLECTS, PROCESSES AND DISTRIBUTES BLOOD AND BLOOD COMPONENTS TO PROVIDE A SAFE AND RELIABLE SUPPLY OF BLOOD FOR HOSPITALS AND OTHER BLOOD CENTERS SERVED. DURING 2023, 149,369 BLOOD UNITS WERE COLLECTED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $36,936,818 | ExpenseAmt |
| Grant | $3,817,200 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | VERSITI RESEARCH ADVANCES THE SCIENTIFIC AND MEDICAL UNDERSTANDING OF BLOOD BIOLOGY AND BLOOD DISEASE TO IMPROVE HEALTH. DURING 2023, VERSITI HAD 34 INVESTIGATORS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $69,522,551 | ExpenseAmt |
| Grant | $6,628 | GrantAmt |
| Revenue | $88,564,383 | RevenueAmt |
| Desc | A. VERSITI WISCONSIN, INC. (VERSITI) PROVIDES CLINICAL DIAGNOSTIC TESTING SERVICES TO HOSPITALS, PHYSICIAN OFFICES AND OTHER REFERENCE LABORATORIES. DURING 2023, 140,128 TESTS WERE PERFORMED.B. VERSITI ORGAN AND TISSUE DONATION COMBINES PROCUREMENT SERVICES AND EDUCATION TO ENHANCE THE LIVES OF PATIENTS AND PROVIDES GUIDANCE TO THE FAMILIES OF POTENTIAL DONORS. DURING 2023, 354 ORGANS WERE TRANSPLANTED AND 522 MUSKULOSKELETAL DONORS WERE SEEN.C. VERSITI MEDICAL SERVICES PROVIDES MEDICAL AND THERAPEUTIC SERVICES IN PARTNERSHIP WITH LOCAL HOSPITALS. DURING 2023, 3,267 THERAPEUTIC PROCEDURES WERE PERFORMED.D. VERSITI DONOR TESTING LABORATORY PROVIDES INFECTIOUS DISEASE TESTING TO DETERMINE DONOR SUITABILITY AND PRODUCT SAFETY FOR VERSITI AFFILIATES AND OTHER BLOOD CENTER PARTNERS.THE COMBINED TOTALS FOR DIAGNOSTIC LABORATORY, ORGAN AND TISSUE DONATION, MEDICAL SERVICES, AND DONOR TESTING LABORATORY ARE SUMMARIZED BELOW. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $69,522,551 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,628 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $88,564,383 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $198,249,581 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1283 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWN HENSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4149335000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 638 N 18TH ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532332121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHRIS MISKEL | ||||||||
| PRESIDENT & CEO | 21.00 | 34.00 | Yes (X) | Yes (X) | $598,543 | $826,558 | $55,375 | |
| FRED GEILFUSS | ||||||||
| CHAIR; LEGAL ADVISOR | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| L ALAN WHALEY | ||||||||
| VICE CHAIR | 1.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHERRY HUSA | ||||||||
| SECRETARY | 1.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RON MILLER | ||||||||
| TREASURER | 1.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICHOLAS BAUER | ||||||||
| BOARD MEMBER - AS OF 3/23 | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| COREEN DICUS-JOHNSON JD | ||||||||
| BOARD MEMBER | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GINSBURG MD | ||||||||
| BOARD MEMBER | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| CECELIA GORE | ||||||||
| BOARD MEMBER - AS OF 11/23 | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| GAIL HANSON | ||||||||
| BOARD MEMBER | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS HAUSKE JR | ||||||||
| BOARD MEMBER | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE KENT | ||||||||
| BOARD MEMBER | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT H MANEGOLD | ||||||||
| BOARD MEMBER | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY S MCDONALD | ||||||||
| BOARD MEMBER | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MAGGEY OPLINGER | ||||||||
| BOARD MEMBER - AS OF 11/23 | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN PERRAS | ||||||||
| BOARD MEMBER | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY THORNTON-BIAS | ||||||||
| BOARD MEMBER | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG WESLEY | ||||||||
| BOARD MEMBER | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER ZIEGLER | ||||||||
| BOARD MEMBER | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| BART REUTER | ||||||||
| EVP & GENERAL COUNSEL | 21.00 | 34.00 | Yes (X) | $302,795 | $418,145 | $64,225 | ||
| ANTHONY WATKINS | ||||||||
| EVP & CHIEF FINANCIAL OFFICER | 21.00 | 34.00 | Yes (X) | $311,566 | $430,257 | $40,131 | ||
| BRIAN BAUTISTA | ||||||||
| EVP & CHIEF OPERATING OFFICER | 22.00 | 33.00 | Yes (X) | $288,748 | $398,745 | $54,302 | ||
| MICHAEL DEININGER MD | ||||||||
| EVP & CHIEF SCIENTIFIC OFFICER | 48.00 | 7.00 | Yes (X) | $611,478 | $32,182 | $39,453 | ||
| GITESH DUBAL | ||||||||
| EVP & CHIEF MARKETING OFFICER | 22.00 | 33.00 | Yes (X) | $260,471 | $359,696 | $56,985 | ||
| BRADLEY PIETZ | ||||||||
| EVP & CHIEF LABORATORY OFFICER | 22.00 | 33.00 | Yes (X) | $232,428 | $320,977 | $62,979 | ||
| BARBARA BRYANT | ||||||||
| EVP & CHIEF MEDICAL OFFICER | 50.00 | 5.00 | Yes (X) | $546,023 | $0 | $25,848 | ||
| JAMES WEIDNER | ||||||||
| EVP & CHIEF HR OFFICER | 22.00 | 33.00 | Yes (X) | $214,033 | $295,574 | $54,653 | ||
| ALEXANDRA PIEPER | ||||||||
| VP & CHIEF QLT OFF - THRU 10/23 | 22.00 | 33.00 | Yes (X) | $218,935 | $302,345 | $42,404 | ||
| LYNNE BRIGGS | ||||||||
| VP & CHIEF INFORMATION OFFICER | 22.00 | 33.00 | Yes (X) | $199,119 | $274,980 | $50,984 | ||
| JESSICA DROUILLARD | ||||||||
| VP & CHIEF QLT OFF - AS OF 10/23 | 22.00 | 33.00 | Yes (X) | $69,419 | $95,865 | $12,988 | ||
| MATTHEW ANDERSON MD | ||||||||
| VP & DIAGNOSTIC LAB MED DIRECTOR | 55.00 | 0.00 | $449,993 | $0 | $63,620 | Yes (X) | ||
| PETER NEWMAN PHD | ||||||||
| VP RESEARCH & ASSOC DIR BRI | 55.00 | 0.00 | $410,742 | $0 | $39,073 | Yes (X) | ||
| KARIN HOFFMEISTER | ||||||||
| DEPUTY DIRECTOR VBRI | 55.00 | 0.00 | $367,763 | $0 | $48,731 | Yes (X) | ||
| LYNN M MALEC MD | ||||||||
| SENIOR MEDICAL DIRECTOR | 55.00 | 0.00 | $373,341 | $0 | $40,023 | Yes (X) | ||
| LISA BAUMANN KREUZIGER | ||||||||
| SENIOR MEDICAL DIRECTOR | 55.00 | 0.00 | $371,996 | $0 | $39,360 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,827,393 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,755,324 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $791,134 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 173 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEDICAL COLLEGE OF WISCONSIN INC | |||||
| 8701 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | RESEARCH SERVICES | $1,841,896 |
| HGA | |||||
| PO BOX 86 | MINNEAPOLIS | MN | 55486 | BUILDING DESIGN FIRM | $997,391 |
| HEALTH RESEARCH INC | |||||
| PO BOX 2966 | BUFFALO | NY | 14240 | RESEARCH SERVICES | $796,128 |
| CERNER CORPORATION | |||||
| 2800 ROCKCREEK PARKWAY | KANSAS CITY | MO | 64117 | SOFTWARE SUPPORT | $644,302 |
| MILWAUKEE REGIONAL MEDICAL CENTER | |||||
| 8700 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | FACILITY SERVICES | $634,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 31 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $9,242,529 | RelatedOrganizationsAmt |
| Government Grants | $21,335,992 | GovernmentGrantsAmt |
| All Other Contributions | $4,954,744 | AllOtherContributionsAmt |
| Total Contributions | $35,533,265 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PHARMACY | 621500 | $54,436,294 | $54,436,294 |
| BLOOD SERVICES | 621991 | $52,099,123 | $52,099,123 |
| DIAGNOSTIC LABORATORIES | 621500 | $46,842,987 | $46,842,987 |
| ORGAN AND TISSUE DONATION | 621991 | $22,696,296 | $22,696,296 |
| MEDICAL SERVICES | 621500 | $10,878,454 | $10,878,454 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,146,646 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,440,711 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $705,935 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $195,099,800 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,454,842 | TotalRevenueColumnAmt |
| Exclusion | $3,454,842 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $46,589 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$16,589 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,589 | TotalRevenueColumnAmt |
| Exclusion | -$16,589 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,060,805 | SecuritiesAmt |
| Other | $38,950 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,609,633 | SecuritiesAmt |
| Other | $50,822 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $451,172 | SecuritiesAmt |
| Other | -$11,872 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $439,300 | TotalRevenueColumnAmt |
| Exclusion | $439,300 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| AFFILIATE SERVICE FEES | 900099 | $413,384 | $413,384 | |
| SHARED SERVICE FEE | 900099 | $156,221 | $156,221 | |
| ACQUIRED CASH RECEIPTS | 900099 | $110,000 | $110,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,269 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,034 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,235 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $693,874 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $235,204,492 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $194,406,899 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $862,156 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,402,172 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,945,278 | TotalAmt |
| Program Services | $3,945,278 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,250 | TotalAmt |
| Program Services | $26,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,124,800 | TotalAmt |
| Program Services | $1,791,264 | ProgramServicesAmt |
| Management And General | $2,333,536 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,002,577 | TotalAmt |
| Program Services | $64,518,173 | ProgramServicesAmt |
| Management And General | $10,484,404 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,834,959 | TotalAmt |
| Program Services | $3,249,713 | ProgramServicesAmt |
| Management And General | $585,246 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,531,699 | TotalAmt |
| Program Services | $9,689,576 | ProgramServicesAmt |
| Management And General | $1,842,123 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,212,633 | TotalAmt |
| Program Services | $4,350,626 | ProgramServicesAmt |
| Management And General | $862,007 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,336 | TotalAmt |
| Program Services | $583,425 | ProgramServicesAmt |
| Management And General | $130,911 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,547 | TotalAmt |
| Program Services | $57,547 | ProgramServicesAmt |
| Management And General | $15,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,348 | TotalAmt |
| Program Services | $8,348 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,218 | TotalAmt |
| Management And General | $6,218 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,472,581 | TotalAmt |
| Program Services | $24,082,941 | ProgramServicesAmt |
| Management And General | $1,389,640 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,110 | TotalAmt |
| Program Services | $169,809 | ProgramServicesAmt |
| Management And General | $359,301 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,627 | TotalAmt |
| Program Services | $431,568 | ProgramServicesAmt |
| Management And General | $24,059 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,126,209 | TotalAmt |
| Program Services | $1,802,115 | ProgramServicesAmt |
| Management And General | $324,094 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,641 | TotalAmt |
| Program Services | $15,641 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,464,838 | TotalAmt |
| Program Services | $3,423,714 | ProgramServicesAmt |
| Management And General | $2,041,124 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,892,767 | TotalAmt |
| Program Services | $2,483,414 | ProgramServicesAmt |
| Management And General | $409,353 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,962 | TotalAmt |
| Program Services | $458,597 | ProgramServicesAmt |
| Management And General | $106,365 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,863 | TotalAmt |
| Program Services | $11,450 | ProgramServicesAmt |
| Management And General | $3,413 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,857,747 | TotalAmt |
| Program Services | $3,433,989 | ProgramServicesAmt |
| Management And General | $1,423,758 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,872 | TotalAmt |
| Program Services | $82,772 | ProgramServicesAmt |
| Management And General | $100 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| COST OF IMPORTED PROD | $45,761,354 | $45,761,354 | |
| MEDICAL LAB SUPPLIES | $20,109,719 | $20,071,126 | $38,593 |
| VERSITI SERVICES ALLOC | $12,913,241 | $3,820,619 | $9,092,622 |
| EQUIPMENT LEASE/MAINT | $3,391,961 | $2,426,401 | $965,560 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,835,487 | TotalAmt |
| Program Services | $1,553,871 | ProgramServicesAmt |
| Management And General | $281,616 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,968,624 | TotalAmt |
| Program Services | $198,249,581 | ProgramServicesAmt |
| Management And General | $32,719,043 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,225,979 | BOYAmt |
| EOY | $4,778,539 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,463,590 | BOYAmt |
| EOY | $2,528,124 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,985,416 | BOYAmt |
| EOY | $38,464,994 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,531,534 | BOYAmt |
| EOY | $11,173,130 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,811 | BOYAmt |
| EOY | $1,181,467 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $125,187,571 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $84,378,942 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,100,051 | BOYAmt |
| EOY | $40,808,629 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,113,083 | BOYAmt |
| EOY | $44,952,503 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,881,849 | BOYAmt |
| EOY | $17,143,314 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $939,531 | BOYAmt |
| EOY | $25,991,764 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,035,640 | BOYAmt |
| EOY | $1,789,984 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,863,484 | BOYAmt |
| EOY | $188,812,448 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,514,949 | BOYAmt |
| EOY | $49,314,606 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,670 | BOYAmt |
| EOY | $3,602,994 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,891,714 | BOYAmt |
| EOY | $15,278,630 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,736,333 | BOYAmt |
| EOY | $68,196,230 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,127,151 | BOYAmt |
| EOY | $120,616,218 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,127,151 | BOYAmt |
| EOY | $120,616,218 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,863,484 | BOYAmt |
| EOY | $188,812,448 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,235,868 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,001,538 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$748,339 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,337,374 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,647,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,132,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,822,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,533,265 | CurrentTaxYearAmt |
| Total | $144,474,418 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,337,374 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,647,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,132,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,822,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,533,265 | CurrentTaxYearAmt |
| Total | $144,474,418 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $39,465,808 | SubstantialContributorsTotAmt |
| Public Support Total170 | $105,008,610 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $904,927 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,862,957 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,963,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,514,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,484,842 | CurrentTaxYearAmt |
| Total | $9,729,910 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,713 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,620 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,273 | CurrentTaxYearAmt |
| Total | $20,706 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,382 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,852 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $524,619 | CurrentTaxYearAmt |
| Total | $942,604 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $155,167,638 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $848,691,861 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66770 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | PATRONAGE DIVIDENDS - 2019 AMOUNT: $ 55,250. 2020 AMOUNT: $ 31,405. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. COPY FEES - 2019 AMOUNT: $ 455. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 510. 2023 AMOUNT: $ 0. MISCELLANEOUS - 2019 AMOUNT: $ 17,233. 2020 AMOUNT: $ 197. 2021 AMOUNT: $ 12,241. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 355. ACQUIRED CASH RECEIPTS - 2019 AMOUNT: $ 22,974. 2020 AMOUNT: $ 69,250. 2021 AMOUNT: $ 109,000. 2022 AMOUNT: $ 91,000. 2023 AMOUNT: $ 110,000. ENTERPRISE FLEET SERVICES - 2019 AMOUNT: $ 8,470. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. CREDIT CARD REBATES - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 880. AFFILIATE SERVICE FEES - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 413,384. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $8,348 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $8,348 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PAID STAFF OR MANAGMENT GENERAL COUNSEL PROVIDES LOBBYING SERVICES TO THE FILING ORGANIZATION. HOWEVER, SUCH EXPENSES ARE PAID FOR BY VERSITI INC., THE FILING ORGANIZATION'S PARENT. OTHER ACTIVITIES $8,327 OF THE DUES PAID TO THE ASSOCIATION OF ORGAN PROCUREMENT ORGANIZATIONS AND $21 OF OTHER EXPENSES PAID WERE ALLOCATED TO LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,766,972 | BeginningYearBalanceAmt |
| Contributions | $671,355 | ContributionsAmt |
| Investment Earnings Or Losses | $14,059,961 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,513,248 | OtherExpendituresAmt |
| End Year Balance | $104,985,040 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,901,289 | BeginningYearBalanceAmt |
| Contributions | $848,275 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,361,785 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,620,807 | OtherExpendituresAmt |
| End Year Balance | $94,766,972 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,612,019 | BeginningYearBalanceAmt |
| Contributions | $1,371,435 | ContributionsAmt |
| Investment Earnings Or Losses | $16,077,669 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,159,834 | OtherExpendituresAmt |
| End Year Balance | $112,901,289 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $89,992,682 | BeginningYearBalanceAmt |
| Contributions | $4,494,881 | ContributionsAmt |
| Investment Earnings Or Losses | $9,457,908 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,333,452 | OtherExpendituresAmt |
| End Year Balance | $99,612,019 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,632,272 | BeginningYearBalanceAmt |
| Contributions | $2,512,261 | ContributionsAmt |
| Investment Earnings Or Losses | $14,163,049 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,314,900 | OtherExpendituresAmt |
| End Year Balance | $89,992,682 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97960 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02040 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,268,493 | OtherCostOrOtherBasisAmt |
| Book Value | $4,268,493 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,163,733 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,157,808 | DepreciationAmt |
| Book Value | $18,005,925 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,651,042 | OtherCostOrOtherBasisAmt |
| Depreciation | $779,926 | DepreciationAmt |
| Book Value | $1,871,116 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,259,740 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,756,700 | DepreciationAmt |
| Book Value | $11,503,040 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,844,563 | OtherCostOrOtherBasisAmt |
| Depreciation | $684,508 | DepreciationAmt |
| Book Value | $5,160,055 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,808,629 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN CENETRON | Desc |
| Book Value | $17,143,314 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,143,314 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| LONG TERM RETIREMENT LIABILITIES | $9,026,860 |
| ADDITIONAL INCENTIVES | $3,679,456 |
| LEASE LIABILITY | $2,248,842 |
| DEFERRED INCOME TAXES | $323,472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,278,630 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $236,519,738 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,001,538 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,001,538 | RevenueNotReportedAmt |
| Revenue Subtotal | $234,518,200 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $6,218 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $680,074 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $686,292 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $235,204,492 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $231,030,671 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $68,265 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $68,265 | ExpensesNotReportedAmt |
| Expenses Subtotal | $230,962,406 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $6,218 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $6,218 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $230,968,624 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENTS THE FILING ORGANIZATION IS A BENEFICIARY OF THE VERSITI BLOOD RESEARCH INSTITUTE FOUNDATION'S ("VBRIF") ENDOWMENT AS A SUPPORTED ORGANIZATION. THE BOARD DESIGNATED ENDOWMENT FUNDS ARE DESIGNATED BY THE BOARD AS ENDOWMENT FUNDS TO ENSURE THE CONTINUING AVAILABILITY OF FUNDS FOR RESEARCH PURPOSES. |
| PART X, LINE 2: | INCOME TAXES VERSITI, WISCONSIN, ILLINOIS, MICHIGAN, INDIANA AND THE FOUNDATION HAVE ALL RECEIVED TAX DETERMINATION LETTERS CONFIRMING THAT THE ORGANIZATIONS QUALIFY AS TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. VERSITI, WISCONSIN, ILLINOIS, MICHIGAN, INDIANA AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH THEY ARE SUBJECT TO TAX ON INCOME UNRELATED TO THEIR EXEMPT PURPOSES, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION FILES FEDERAL AND STATE INCOME TAX RETURNS TO REPORT UNRELATED BUSINESS INCOME WHERE APPLICABLE, AND WITH FEW EXCEPTIONS, THOSE PERIODS GENERALLY REMAIN OPEN THREE YEARS FOR FEDERAL PURPOSES AND FOUR YEARS FOR STATE PURPOSES. THE STATUTE OF LIMITATIONS WILL REMAIN OPEN FOR ANY YEARS WHERE RETURNS WERE NOT FILED. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. SALUS HAS BEEN ORGANIZED AS A LIMITED LIABILITY COMPANY AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. ALL INCOME TAX ATTRIBUTES OF THE ENTITY ARE PASSED THROUGH TO ITS SOLE MEMBER, WISCONSIN. THE ENTITY IS, HOWEVER, SUBJECT TO TEXAS FRANCHISE TAX. THE ENTITY IS INCLUDED IN THE CONSOLIDATED INFORMATION RETURN FILED BY VERSITI WISCONSIN. CENETRON HAS BEEN ORGANIZED AS A WHOLLY OWNED LLC THAT HAS ELECTED TO BE TREATED AS A C-CORPORATION FOR TAX PURPOSES AND SO IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. INCOME TAXES ARE PROVIDED FOR THE TAX EFFECTS OF TRANSACTIONS REPORTED BY CENETRON AND CONSIST OF TAXES CURRENTLY DUE AND DEFERRED TAXES. DEFERRED TAXES ARE RECOGNIZED FOR DIFFERENCES BETWEEN THE BASIS OF ASSETS AND LIABILITIES FOR FINANCIAL STATEMENT AND INCOME TAX PURPOSES. THE DIFFERENCES RELATE PRIMARILY TO INTANGIBLE ASSETS. THE DEFERRED TAX ASSETS AND LIABILITIES REPRESENT THE FUTURE TAX RETURN CONSEQUENCES OF THOSE DIFFERENCES, WHICH WILL EITHER BE TAXABLE OR DEDUCTIBLE WHEN THE ASSETS AND LIABILITIES ARE RECOVERED OR SETTLED. CENETRON IS SUBJECT TO TAXATION IN THE UNITED STATES AND THE STATE OF TEXAS. QUANTIGEN HAS BEEN ORGANIZED AS A DISREGARDED ENTITY AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. ALL INCOME TAX ATTRIBUTES OF THE ENTITY ARE PASSED THROUGH TO ITS SOLE MEMBER, WISCONSIN. PEARL PATHWAYS HAS BEEN ORGANIZED AS A LIMITED LIABILITY COMPANY AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. ALL INCOME TAX ATTRIBUTES OF THE ENTITY ARE PASSED THROUGH TO ITS SOLE MEMBER, WISCONSIN. THE ENTITY IS INCLUDED IN THE CONSOLIDATED INFORMATION RETURN FILED BY VERSITI WISCONSIN. THE CONSOLIDATED DEFERRED TAX LIABILITY WAS $675,285 AND $271,839 AS OF DECEMBER 31, 2023 AND 2022, RESPECTIVELY, AND PRIMARILY RELATES TO INTANGIBLES. THERE WAS DEFERRED INCOME TAX EXPENSE FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022 OF $371,200 AND $436,926, RESPECTIVELY. THE ORGANIZATION RECOGNIZES, IF NECESSARY, INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN THE PROVISION FOR INCOME TAXES. THERE WERE NO MATERIAL INTEREST OR PENALTIES RELATED TO INCOME TAXES THAT HAVE BEEN ACCRUED OR RECOGNIZED AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN EQUITY IN CENETRON -1,011,465. INVESTMENT IN AFFILIATE BALANCE SHEET AMOUNT 1,750,000. LOSS ON DISPOSITION OF FIXED ASSETS -11,872. RENTAL ACTIVITY EXPENSES -46,589. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT RESERVE ADJUSTMENT 9,804. LOSS ON DISPOSITION OF FIXED ASSETS 11,872. RENTAL ACTIVITY EXPENSES 46,589. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| VERSITI BLOOD RESEARCH INSTITUTE FOUNDATION | ||||||||
| PO BOX 2178 638 N 18TH STREET | MILWAUKEE | WI | 532012178 | 391372542 | 501(C)(3) | $3,810,000 | $0 | RESEARCH |
| GREAT LAKES HEMOPHILIA FOUNDATION INC | ||||||||
| 638 N 18TH ST | MILWAUKEE | WI | 53233 | 237367636 | 501(C)(3) | $114,000 | $0 | PATIENT FINANCIAL ASSISTANCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $26,250 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. VERSITI WISCONSIN CONTINUES TO PROVIDE GRANT FUNDING TO VERSITI BLOOD RESEARCH INSTITUTE FOUNDATION, INC. AND OTHER TAX-EXEMPT ORGANIZATIONS. THESE FUNDS WILL SUPPORT FUTURE BLOOD RESEARCH AND OTHER INITIATIVES TO SERVE MORE PATIENTS AND REDUCE OVERALL COSTS. MONITORING THE INVESTMENT OF THESE FUNDS, THE DISTRIBUTIONS AND WHAT THESE FUNDS ARE USED FOR IS COMPLETED BY LEADERSHIP OF VERSITI WISCONSIN. ADDITIONALLY, THE FILING ORGANIZATION OFFERS SCHOLARSHIPS TO EMPLOYEES AND COMMUNITY MEMBERS IF CERTAIN CRITERIA ARE MET. THE SCHOLARSHIPS ARE SENT TO THE COLLEGE OR UNIVERSITY WHERE THE STUDENT IS ENROLLED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRIS MISKEL | ||||||||||||||
| PRESIDENT & CEO | $322,350 | $445,147 | $266,252 | $367,682 | $9,941 | $13,729 | $9,450 | $13,050 | $13,807 | $19,068 | $621,800 | $858,676 | $0 | $0 |
| BART REUTER | ||||||||||||||
| EVP & GENERAL COUNSEL | $172,593 | $238,342 | $119,642 | $165,219 | $10,560 | $14,584 | $9,702 | $13,398 | $17,272 | $23,853 | $329,769 | $455,396 | $0 | $0 |
| ANTHONY WATKINS | ||||||||||||||
| EVP & CHIEF FINANCIAL OFFICER | $180,480 | $249,233 | $118,529 | $163,682 | $12,557 | $17,342 | $9,702 | $13,398 | $7,153 | $9,878 | $328,421 | $453,533 | $0 | $0 |
| BRIAN BAUTISTA | ||||||||||||||
| EVP & CHIEF OPERATING OFFICER | $190,552 | $263,140 | $89,158 | $123,123 | $9,038 | $12,482 | $8,323 | $11,493 | $14,484 | $20,002 | $311,555 | $430,240 | $0 | $0 |
| MICHAEL DEININGER MD | ||||||||||||||
| EVP & CHIEF SCIENTIFIC OFFICER | $480,803 | $25,305 | $103,702 | $5,458 | $26,973 | $1,419 | $15,794 | $831 | $21,687 | $1,141 | $648,959 | $34,154 | $0 | $0 |
| GITESH DUBAL | ||||||||||||||
| EVP & CHIEF MARKETING OFFICER | $155,708 | $215,023 | $94,822 | $130,944 | $9,941 | $13,729 | $9,450 | $13,050 | $14,483 | $20,002 | $284,404 | $392,748 | $0 | $0 |
| BRADLEY PIETZ | ||||||||||||||
| EVP & CHIEF LABORATORY OFFICER | $122,156 | $168,693 | $99,703 | $137,686 | $10,569 | $14,598 | $9,544 | $13,181 | $16,907 | $23,347 | $258,879 | $357,505 | $0 | $0 |
| BARBARA BRYANT | ||||||||||||||
| EVP & CHIEF MEDICAL OFFICER | $509,725 | $0 | $18,210 | $0 | $18,088 | $0 | $23,100 | $0 | $2,748 | $0 | $571,871 | $0 | $0 | $0 |
| JAMES WEIDNER | ||||||||||||||
| EVP & CHIEF HR OFFICER | $130,103 | $179,667 | $73,266 | $101,178 | $10,664 | $14,729 | $9,702 | $13,398 | $13,252 | $18,301 | $236,987 | $327,273 | $0 | $0 |
| ALEXANDRA PIEPER | ||||||||||||||
| VP & CHIEF QLT OFF - THRU 10/23 | $89,792 | $124,000 | $33,075 | $45,675 | $96,068 | $132,670 | $6,785 | $9,370 | $11,025 | $15,224 | $236,745 | $326,939 | $0 | $0 |
| LYNNE BRIGGS | ||||||||||||||
| VP & CHIEF INFORMATION OFFICER | $131,999 | $182,288 | $64,262 | $88,743 | $2,858 | $3,949 | $10,816 | $14,935 | $10,599 | $14,634 | $220,534 | $304,549 | $0 | $0 |
| MATTHEW ANDERSON MD | ||||||||||||||
| VP & DIAGNOSTIC LAB MED DIRECTOR | $361,305 | $0 | $85,900 | $0 | $2,788 | $0 | $23,100 | $0 | $40,520 | $0 | $513,613 | $0 | $0 | $0 |
| PETER NEWMAN PHD | ||||||||||||||
| VP RESEARCH & ASSOC DIR BRI | $355,020 | $0 | $48,700 | $0 | $7,022 | $0 | $26,400 | $0 | $12,673 | $0 | $449,815 | $0 | $0 | $0 |
| KARIN HOFFMEISTER | ||||||||||||||
| DEPUTY DIRECTOR VBRI | $330,999 | $0 | $31,900 | $0 | $4,864 | $0 | $14,373 | $0 | $34,358 | $0 | $416,494 | $0 | $0 | $0 |
| LYNN M MALEC MD | ||||||||||||||
| SENIOR MEDICAL DIRECTOR | $350,667 | $0 | $18,600 | $0 | $4,074 | $0 | $19,732 | $0 | $20,291 | $0 | $413,364 | $0 | $0 | $0 |
| LISA BAUMANN KREUZIGER | ||||||||||||||
| SENIOR MEDICAL DIRECTOR | $313,730 | $0 | $33,900 | $0 | $24,366 | $0 | $23,100 | $0 | $16,260 | $0 | $411,356 | $0 | $0 | $0 |
| JESSICA DROUILLARD | ||||||||||||||
| VP & CHIEF QLT OFF - AS OF 10/23 | $62,998 | $86,997 | $6,048 | $8,352 | $373 | $516 | $4,274 | $5,902 | $1,182 | $1,630 | $74,875 | $103,397 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | CHARTER TRAVEL VERSITI WISCONSIN PAID FOR A CHARTERED FLIGHT FOR TWO LISTED INDIVIDUALS FOR BUSINESS PURPOSES. THE CHARTER TRAVEL IS NOT TREATED AS TAXABLE COMPENSATION. PERSONAL SERVICES VERSITI WISCONSIN PROVIDED MOVING EXPENSES FOR THE FOLLOWING EMPLOYEE: BARBARA BRYANT $7,372. THE MOVING EXPENSES ARE TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 3 | TOP MANAGEMENT'S COMPENSATION THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, ACTING IN ITS CAPACITY AS THE COMPENSATION COMMITTEE, SETS AND MONITORS THE COMPENSATION PHILOSOPHY FOR THE FILING ORGANIZATION. OTHER THAN THE VERSITI PRESIDENT AND CHIEF EXECUTIVE OFFICER, THE EXECUTIVE COMMITTEE DOES NOT INCLUDE MEMBERS OF MANAGEMENT. TO ENSURE THAT THE COMMITTEE IS COMPRISED OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO VERSITI COMPENSATION ARRANGEMENTS, THE VERSITI PRESIDENT AND CHIEF EXECUTIVE OFFICER RECUSES HER/HIMSELF FROM ALL DISCUSSIONS AND APPROVALS RELATED TO HER/HIS COMPENSATION. THE EXECUTIVE COMMITTEE REVIEWS EXECUTIVE COMPENSATION ARRANGEMENTS TO ENSURE SUCH ARRANGEMENTS ARE FAIR, REASONABLE, AND NOT EXCESSIVE WHEN COMPARED TO SIMILARLY-SITUATED EXECUTIVES. EXECUTIVE COMPENSATION ARRANGEMENTS ARE REVIEWED FOR REASONABLENESS AND APPROVED BY THE EXECUTIVE COMMITTEE ANNUALLY IN ACCORDANCE WITH THE VERSITI REASONABLENESS REVIEW POLICY. IN ORDER TO ASSESS THE REASONABLENESS OF EXECUTIVE COMPENSATION ARRANGEMENTS, THE EXECUTIVE COMMITTEE OBTAINS AND REVIEWS APPROPRIATE COMPARABILITY DATA COLLECTED BY THE HUMAN RESOURCE DEPARTMENT AND/OR A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT. THE EXECUTIVE 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 COMMITTEE'S REVIEW, RECOMMENDATIONS AND APPROVALS ARE DOCUMENTED CONCURRENTLY IN THE COMMITTEE MINUTES, WHICH ARE SUBSEQUENTLY REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE AS REASONABLE, ACCURATE AND COMPLETE. THE COMMITTEE CHAIR VERBALLY COMMUNICATES TO THE BOARD OF DIRECTORS A CONFIRMATION OF COMPENSATION REASONABLENESS AND THE OVERALL DUE DILIGENCE PROCESS. VERSITI WISCONSIN HAS INCENTIVE PROGRAMS FOR EXECUTIVES, DIRECTORS, MANAGEMENT, INVESTIGATORS AND STAFF DESCRIBED IN DETAILED WRITTEN POLICIES APPROVED BY THE EXECUTIVE COMMITTEE ANNUALLY. EVALUATION AND COMPENSATION REVIEW -CEO - EACH YEAR, THE EXECUTIVE 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 - THE BOARD OF DIRECTORS HAS DELAGATED TO THE CEO THE PERFORMANCE ASSESSMENT AND COMPENSATION DECISIONS FOR HIS/HER TEAM AND LEADERS ELIGIBLE FOR THE VERSITI LEADERSHIP INCENTIVE PLAN. DURING THE MAY MEETING, THE EXECUTIVE COMMITTEE REVIEWS THE INCENTIVES (SHORT AND LONG-TERM) PAYOUTS AND MERIT INCREASES ASSIGNED TO THE EXECUTIVE TEAM AS PART OF THE ANNUAL COMPENSATION REASONABILITY REVIEW CONDUCTED BY AON CONSULTANTS. THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE SALARY INCREASES AND INCENTIVE PAYOUTS OF THE CEO BEFORE PAYMENT. EXECUTIVES ARE POSITIONED WITHIN THE APPROPRIATE SALARY RANGE BASED UPON THE: -EXECUTIVE'S KNOWLEDGE, COMPETENCIES, AND EXPERIENCE, -PERFORMANCE OF THE EXECUTIVE'S AREAS OF RESPONSIBILITY, -THE EXECUTIVE'S CONTRIBUTION TO OVERALL PERFORMANCE, -THE IMPORTANCE OF RETAINING THE EXECUTIVE, -INTERNAL EQUITY CONSIDERATIONS, -THE FINANCIAL RESOURCES AVAILABLE, AND -EXECUTIVE BASE SALARY INCREASES PROVIDED IN THE COMPETITIVE MARKET. |
| PART I, LINE 4A | SEVERANCE PAYMENT AN INDIVIDUAL RECEIVED A SEVERANCE PAYMENT. THE SEVERANCE IS INCLUDED IN COMPENSATION IN SCHEDULE J, PART II, COLUMN (B)(III). |
| PART I, LINE 5A, 5B, 6A, 6B AND 7: | NON-FIXED PAYMENTS INCENTIVE PAYOUT OPPORTUNITIES, BASED ON PERCENTAGE OF BASE PAY RATE, ARE AVAILABLE TO CERTAIN EMPLOYEES OF THE FILING ORGANIZATION. WHILE LEVELS OF THE INCENTIVE PAYOUT OPPORTUNITY ARE FIXED AND DETERMINED PERCENTAGES OF BASE COMPENSATION, THE INCENTIVE PAYOUT IS DETERMINED, IN PART, ON THE CONSOLIDATED REVENUE AND NET EARNINGS OF OPERATING DIVISIONS. THE INCENTIVE PAYOUT IS SUBJECT TO THE REVIEW OF ACCOMPLISHMENTS/OBJECTIVES AND THE ULTIMATE DETERMINATION OF INCENTIVE COMPENSATION IS SUBJECT TO PRESIDENT/CEO AND EXECUTIVE COMMITTEE OF THE BOARD APPROVAL. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | VERSITI WISCONSIN, INC. (VERSITI WISCONSIN) IS A BLOOD HEALTH INNOVATOR WHICH ENHANCES LIVES THROUGH DISCOVERY, DIAGNOSIS AND TREATMENT. VERSITI EXPANDS THE FRONTIERS OF PATIENT HEALTH THROUGH THE INTEGRATION OF SCIENCE, MEDICINE AND SERVICE. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OR STOCKHOLDERS VERSITI, INC. IS THE SOLE CORPORATE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBER OR STOCKHOLDER POWERS VERSITI, INC. HAS RESERVE POWERS; INCLUDING THE ABILITY TO ELECT A MAJORITY OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | REFER TO NARRATIVE LISTED IN LINE 7A. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW VERSITI WISCONSIN UTILIZES GRANT THORNTON TO COMPLETE THE IRS FORM 990 AND RELATED SCHEDULES. FOLLOWING COMPLETION, THEY ARE REVIEWED BY THE ORGANIZATION'S MANAGEMENT. THE DRAFT FORMS ARE THEN REVIEWED BY THE AUDIT AND COMPLIANCE COMMITTEE PRIOR TO SUBMISSION TO THE IRS. THE FULL BOARD IS PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY VERSITI 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 THE ORGANIZATION. WHETHER THEY RECEIVED COMPENSATION FROM ANY ORGANIZATION THAT SHARES COMMON OWNERSHIP OR CONTROL WITH THE ORGANIZATION. 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 THE ORGANIZATION. 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. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCESS VERSITI AND ITS AFFILIATED BLOOD CENTERS GREATLY VALUE THE GENEROUS CONTRIBUTIONS OF THE INDIVIDUALS AND ORGANIZATIONS THAT SUPPORT OUR MISSION WITHIN THE COMMUNITY WE SERVE. IN ORDER TO ENSURE PROPER STEWARDSHIP OF OUR CHARITABLE RESOURCES, THE FILING ORGANIZATION FOLLOWS A FORMALIZED PROCESS TO CONFIRM THAT COMPENSATION PROVIDED TO OUR EXECUTIVE LEADERSHIP TEAM IS FAIR, REASONABLE, AND NOT EXCESSIVE WHEN COMPARED TO OTHER EXECUTIVES. THIS PROCESS ALSO HELPS US ENSURE THAT OUR COMPENSATION PROGRAM SUPPORTS THE RETENTION OF EXPERIENCED, HIGHLY-QUALIFIED EXECUTIVES WHO ARE COMMITTED TO OUR MISSION. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, ACTING IN ITS CAPACITY AS THE COMPENSATION COMMITTEE, SETS AND MONITORS THE COMPENSATION PHILOSOPHY FOR THE FILING ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATION'S DOCUMENTS OPEN TO THE PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST TO THE PUBLIC DURING NORMAL BUSINESS HOURS AND AT THE ORGANIZATION'S LOCATION. |
| PART VII: | AVERAGE HOURS THE HOURS LISTED ON FORM 990, PART VII ARE REPRESENTATIVE OF AN AVERAGE FOR THE OFFICERS AND EXECUTIVE TEAM. EACH INDIVIDUAL PERSON'S WEEKLY TALLY MAY BE GREATER OR LESSER PER WEEK BASED ON THEIR INDIVIDUAL ROLES AND RESPONSIBILITIES WITHIN THE FILING ORGANIZATION AND RELATED PARTIES. THE SALARY PRESENTED FOR THE PRESIDENT AND CEO IS REFLECTIVE OF TOTAL SALARY COMPENSATION FOR SERVICES TO THE FILING ORGANIZATION AND RELATED AFFILIATES. |
| FORM 990, PART IX, LINE 11G | DONOR TESTING: PROGRAM SERVICE EXPENSES 5,515,553. TOTAL EXPENSES 5,515,553. SUBAWARDS: PROGRAM SERVICE EXPENSES 5,484,586. TOTAL EXPENSES 5,484,586. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 1,603,542. MANAGEMENT AND GENERAL EXPENSES 362,056. TOTAL EXPENSES 1,965,598. SHIPPING & TRANSPORTATION: PROGRAM SERVICE EXPENSES 1,594,074. MANAGEMENT AND GENERAL EXPENSES 193,470. TOTAL EXPENSES 1,787,544. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 925,525. MANAGEMENT AND GENERAL EXPENSES 730,323. TOTAL EXPENSES 1,655,848. ANIMAL CARE COSTS: PROGRAM SERVICE EXPENSES 1,288,654. TOTAL EXPENSES 1,288,654. IRB CONTRACTOR FEES: PROGRAM SERVICE EXPENSES 724,576. TOTAL EXPENSES 724,576. LAB: PROGRAM SERVICE EXPENSES 611,164. TOTAL EXPENSES 611,164. OUTSIDE LAB SERVICE: PROGRAM SERVICE EXPENSES 607,916. TOTAL EXPENSES 607,916. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 563,793. MANAGEMENT AND GENERAL EXPENSES 44,000. TOTAL EXPENSES 607,793. OPERATING ROOM: PROGRAM SERVICE EXPENSES 590,013. TOTAL EXPENSES 590,013. GRADUATE STUDENT STIPENDS: PROGRAM SERVICE EXPENSES 532,875. TOTAL EXPENSES 532,875. ICU: PROGRAM SERVICE EXPENSES 531,239. TOTAL EXPENSES 531,239. PHARMACY: PROGRAM SERVICE EXPENSES 436,200. TOTAL EXPENSES 436,200. RADIOLOGY: PROGRAM SERVICE EXPENSES 387,548. TOTAL EXPENSES 387,548. OTHER HOSPITAL CHARGES: PROGRAM SERVICE EXPENSES 363,168. TOTAL EXPENSES 363,168. CARDIOLOGY: PROGRAM SERVICE EXPENSES 334,707. TOTAL EXPENSES 334,707. TRANSLATION SERVICE: PROGRAM SERVICE EXPENSES 301,278. TOTAL EXPENSES 301,278. CLAIM/BILLING REVIEW: PROGRAM SERVICE EXPENSES 294,541. TOTAL EXPENSES 294,541. FACILITY CHARGES: PROGRAM SERVICE EXPENSES 279,905. TOTAL EXPENSES 279,905. RESPIRATORY THERAPY: PROGRAM SERVICE EXPENSES 222,425. TOTAL EXPENSES 222,425. ANESTHESIA: PROGRAM SERVICE EXPENSES 187,381. TOTAL EXPENSES 187,381. PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 186,858. TOTAL EXPENSES 186,858. PS SUPPLIES: PROGRAM SERVICE EXPENSES 93,619. TOTAL EXPENSES 93,619. FUNERAL HOME CHARGES: PROGRAM SERVICE EXPENSES 85,004. TOTAL EXPENSES 85,004. EDUCATION: PROGRAM SERVICE EXPENSES 44,559. MANAGEMENT AND GENERAL EXPENSES 15,714. TOTAL EXPENSES 60,273. NON-MARKETING PRINTING COSTS: PROGRAM SERVICE EXPENSES 45,792. MANAGEMENT AND GENERAL EXPENSES 6,237. TOTAL EXPENSES 52,029. PUBLICATION SERVICES: PROGRAM SERVICE EXPENSES 45,101. TOTAL EXPENSES 45,101. CUSTOMER TESTING: PROGRAM SERVICE EXPENSES 43,488. TOTAL EXPENSES 43,488. LICENSES, PERMITS, & HOSP FEES: PROGRAM SERVICE EXPENSES 32,072. MANAGEMENT AND GENERAL EXPENSES 4,736. TOTAL EXPENSES 36,808. RECORD STORAGE: PROGRAM SERVICE EXPENSES 10,090. MANAGEMENT AND GENERAL EXPENSES 24,264. TOTAL EXPENSES 34,354. OUTSIDE MEDICAL DIRECTOR (OPO): PROGRAM SERVICE EXPENSES 21,737. TOTAL EXPENSES 21,737. DNA SEQUENCING: PROGRAM SERVICE EXPENSES 21,104. TOTAL EXPENSES 21,104. PHARMACY DISPENSING FEE: PROGRAM SERVICE EXPENSES 19,485. TOTAL EXPENSES 19,485. BANK ACCOUNT FEES: PROGRAM SERVICE EXPENSES 15,318. MANAGEMENT AND GENERAL EXPENSES 3,218. TOTAL EXPENSES 18,536. OTHER PURCHASE SERV AFFILIATES: PROGRAM SERVICE EXPENSES 13,641. TOTAL EXPENSES 13,641. NON-HOSPITAL BUSINESS DEVELOPMENT: PROGRAM SERVICE EXPENSES 11,783. TOTAL EXPENSES 11,783. LAUNDRY COSTS: PROGRAM SERVICE EXPENSES 9,372. TOTAL EXPENSES 9,372. EMPLOYMENT RECRUITMENT FEES: PROGRAM SERVICE EXPENSES 90. MANAGEMENT AND GENERAL EXPENSES 5,622. TOTAL EXPENSES 5,712. OUTSIDE CORE LAB CHARGES: PROGRAM SERVICE EXPENSES 3,165. TOTAL EXPENSES 3,165. |
| FORM 990, PART XI, LINE 9: | BAD DEBT RESERVE ADJUSTMENT -9,804. CHANGE IN EQUITY IN CENETRON 1,011,465. INVESTMENT IN AFFILIATE BALANCE SHEET AMOUNT -1,750,000. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| RCRC INDEPENDENT REVIEW BOARD LLC | |||||||||
| 2111 W BRAKER LANE SUITE 100 | AUSTIN | TX | 78758 | 390807235 | REVIEW BOARD | TX | $5,189,837 | $4,177,498 | VERSITI WI |
| QUANTIGEN LLC | |||||||||
| 10300 KINCAID DR STE 200 | FISHERS | IN | 46037 | 260229477 | SPECIALTY LAB SERVICES | IN | $4,255,773 | $24,383,750 | VERSITI WI |
| PEARL IRB LLC | |||||||||
| 29 E MCCARTY ST STE 100 | INDIANAPOLIS | IN | 46225 | 271927520 | REGULATORY AFFAIRS CONSULTING SERVICES | IN | $706,815 | $12,213,527 | VERSITI WI |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VERSITI BLOOD RESEARCH INSTITUTE FNDN | |||||||||||
| PO BOX 2178 638 N 18TH ST | MILWAUKEE | WI | 53201 | 391372542 | SUPPORTING | WI | 501(C)(3) | LINE 12B, II | VERSITI | 0 | |
| VERSITI INC | |||||||||||
| PO BOX 2178 638 N 18TH ST | MILWAUKEE | WI | 53201 | 454675354 | SUPPORTING | WI | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| VERSITI ILLINOIS INC | |||||||||||
| 1200 N HIGHLAND AVE | AURORA | IL | 60506 | 362179768 | BLOOD | IL | 501(C)(3) | LINE 10 | VERSITI | 0 | |
| VERSITI MICHIGAN INC | |||||||||||
| 1036 FULLER AVE NE | GRAND RAPIDS | MI | 49503 | 381550001 | BLOOD | MI | 501(C)(3) | LINE 10 | VERSITI | 0 | |
| VERSITI INDIANA INC | |||||||||||
| 3450 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | 350991629 | BLOOD | IN | 501(C)(3) | LINE 10 | VERSITI | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENETRON DIAGNOSTICS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2111 W BRAKER LANE SUITE 300 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78758 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742760677 | EIN |
| Primary Activities | LABS & TRIALS | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERSITI WI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $1,011,465 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $21,968,176 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (1) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (1) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CENETRON DIAGNOSTICS LLC | ||
| F | $1,750,000 | FMV |
| CENETRON DIAGNOSTICS LLC | ||
| K | $194,293 | FMV |
| CENETRON DIAGNOSTICS LLC | ||
| L | $2,201,721 | FMV |
| CENETRON DIAGNOSTICS LLC | ||
| M | $89,779 | FMV |
| CENETRON DIAGNOSTICS LLC | ||
| P | $51,288 | FMV |
| CENETRON DIAGNOSTICS LLC | ||
| Q | $2,254,268 | FMV |