2020-10-14T19:12:31-05:00 2019-12-31 ERNST & YOUNG US LLP 101 E WASHINGTON ST STE 910 PHOENIX AZ 85004 990 2019-01-01 860098929 Vitalant % TANYA PERRY VITA 4809464201 PO Box 1867 Scottsdale AZ 85252 DAVID GREEN PRESIDENT/CEO 4806755506 2020-10-07 true PATRICK SHIELDS P01508556 6023223000 98.167.151.4 86597020202885000036 2020-10-14 P 8C048948B7A490D07CE5A3F0FC0D62282FFB2377 4467F9C110C98869BD2B941353CA7FED1E273627 2019 2021-01-29 14:40:06Z David Green PO BOX 1867 Scottsdale AZ 85252 684640574 false 6167 X www.vitalant.org X 1943 AZ Blood Banking and Research. See Schedule O for more information. 18 18 5432 1200 0 0 4284057 4705344 504847847 487188316 15794648 32211313 7908346 2519643 532834898 526624616 111900 99241 0 0 275762059 290796161 0 0 0 271580639 251417734 547454598 542313136 -14619700 -15688520 487696681 448018347 187458381 177411468 300238300 270606879 X BLOOD BANKING AND RESEARCH. 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100000 F INVESTMENT IN CREATIVE TESTING 56317462 F INVESTMENT IN IT SYNERGISTICS 87210 F 57004672 0 Line of Credit 22107519 Contributions Payable 20954235 Long Term Rent Set Up 2291957 LT TENANT IMPROVEMENT ALLOWANCE 76529 Other 5258 45435498 X SCHEDULE D, PART V, LINE 4 VITALANT HAD ESTABLISHED A SUPPORTING FOUNDATION ON FEBRUARY 13, 1976 CALLED THE BLOOD SYSTEMS FOUNDATION, WHICH HELD CERTAIN ASSETS PRIMARILY DERIVED FROM THE PROCEEDS OF SELLING CERTAIN ASSETS. THE FOUNDATION USED THESE ASSETS TO SUPPORT RESEARCH AND DEVELOPMENT ACTIVITIES OF THE VITALANT RESEARCH INSTITUTE. THE FOUNDATION AND ITS ASSETS WERE MERGED INTO VITALANT ON FEBRUARY 13, 2007. SUBSEQUENT TO THIS MERGER, THE BOARD TOOK A SERIES OF ACTIONS TO DESIGNATE THESE ASSETS FOR TRANSFUSION MEDICINE RESEARCH AND EDUCATION PURPOSES AND CALLED THIS FUND THE BLOOD SYSTEMS RESEARCH AND EDUCATION ENDOWMENT. IN 2019, THE BOARD TOOK ACTION TO REMOVE THE ACCOUNTING COMPLEXITIES PRESENTED BY THE BOARD'S DESIGNATION OF THESE FUNDS AND MADE THE ASSETS AVAILABLE AS PART OF THE GENERAL ASSETS. SCHEDULE D, PART X, LINE 2 AT DECEMBER 31, 2019, THE COMPANY EVALUATED WHETHER IT HAD UNCERTAIN TAX POSITIONS THAT SHOULD BE RECOGNIZED OR UNRECOGNIZED BASED ON A 'MORE LIKELY THAN NOT' THRESHOLD FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING THOSE TAX POSITIONS THAT WOULD NOT BE SUSTAINED UPON EXAMINATION IN ACCORDANCE WITH GUIDANCE RELATED TO ASC 740 'ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES.' THE TAX YEARS FOR THE COMPANY THAT ARE SUBJECT TO AUDIT BY THE IRS AND STATE DEPARTMENTS OF REVENUE ARE GENERALLY THE TAX YEARS ENDED DECEMBER 31, 2016, THROUGH THE CURRENT TAX YEAR EXCEPT IN CERTAIN STATES WHERE THE OPEN TAX YEARS GENERALLY BEGIN WITH THE TAX YEAR ENDED DECEMBER 31, 2015. AS OF DECEMBER 31, 2019, THE COMPANY HAS NOT IDENTIFIED ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF A TAX LIABILITY. THE COMPANY DOES NOT ANTICIPATE A CHANGE IN UNCERTAIN TAX POSITIONS FOR THE 12 MONTHS FOLLOWING THE YEAR ENDED DECEMBER 31, 2019. AS OF DECEMBER 31, 2019, THE COMPANY HAD NO INTEREST OR PENALTIES QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. Central America and the Caribbean Program services Captive Insurance 6403756 6403756 6403756 true false true false false false Schedule F, Part I, Line 3, Column (F) THE ORGANIZATION USED THE ACCRUAL METHOD OF ACCOUNTING TO DETERMINE THE AMOUNT IN COLUMN (F). X X X X X X X true haleyJo Marketing 608 S Michigan Road SPOKANE WA 99016 EVENT false 348341 36200 102482 348341 36200 102482 AZ CA CO ID LA MT NV NM ND OH SD TN TX WA WY Epicurean Gala 317594 283726 33868 46667 34386 12925 131795 0 317594 283726 33868 46667 34386 12925 131795 225773 -191905 37430 0 32736 2371 true 1.00000 37430 0 32736 2371 35107 2323 WA true false true false 1.00000 Haley Rippee 210 W Cataldo Ave Spokane WA 99201 false Tricia Cheevers 28500 Employee/Independent X false true AABB 8101 Glenbrook Rd Betheseda MD 20814 362384118 501(c)(3) 50000 0 NBF/Cord Support Donations Charity Golf Sponsorship Flights for Life PO Box 26485 Phoenix AZ 85068 742453899 501(c)(3) 32000 0 DONATIONS 2 SCHEDULE I, PART I, LINE 2 Sponsorships AND DONATIONS TO OTHER TAX-EXEMPT ENTITIES ARE MADE IN SUPPORT OF THEIR MISSIONS AND ARE MONITORED VIA THE GOVERNANCE PRACTICES OF THOSE ENTITIES. X X X X false true false false false false false true false DAVID GREEN PRESIDENT/CEO 681103 0 40000 0 11700 0 21500 0 32855 0 787158 0 0 0 LINDA MATTHEWS PRESIDENT, BIOCARE 350242 0 164409 0 15648 0 18944 0 35291 0 584534 0 4948 0 ROBERT VAN TUYLE PRESIDENT, BLOOD SERVICES 425248 0 30000 0 10700 0 18611 0 34396 0 518955 0 0 0 RALPH VASSALLO EVP/CHIEF MEDICAL & SCIENTIFIC 455248 0 0 0 10700 0 18576 0 18514 0 503038 0 0 0 MICHAEL BUSCH SVP/RESEARCH & SCIENTIFIC PROG 419276 0 0 0 15938 0 18827 0 17016 0 471057 0 6338 0 TANYA PERRY EVP/CFO 361585 0 30000 0 10700 0 15671 0 16966 0 434922 0 0 0 ANTHONY BOBOS EVP/CHIEF INFORMATION OFFICER 341104 0 30000 0 10700 0 16314 0 33233 0 431351 0 0 0 BHAVI SHAH EVP/CLO, GENERAL COUNSEL 362688 0 30000 0 10700 0 17924 0 38801 0 460113 0 0 0 MARY BETH BASSETT EVP/CHIEF QUALITY OFFICER 340942 0 0 0 13745 0 15703 0 18754 0 389144 0 3045 0 HANY KAMEL VP, CORPORATE MEDICAL DIRECTOR 336494 0 0 0 13284 0 16956 0 21872 0 388606 0 3684 0 CHARLES WILCOX III DIVISION PRESIDENT, BLOOD CTR 341152 0 10000 0 9600 0 16754 0 19595 0 397101 0 0 0 KEVIN LAND VP, CLINICAL SERVICES 340723 0 0 0 0 0 16972 0 34735 0 392430 0 0 0 PETER MICHAELSON EVP/CHIEF PEOPLE OFFICER 295282 0 0 0 11816 0 15124 0 35344 0 357566 0 1116 0 DIRK JOHNSON EVP/BLOOD SERVICES OPERATIONS 299197 0 0 0 10700 0 15620 0 21896 0 347413 0 0 0 PHILIP NORRIS VP, RESEARCH & SCTFC PROG 288448 0 0 0 0 0 14000 0 35337 0 337785 0 0 0 CHRISTOPHER GRESENS SR Chief Medical Officier 308046 0 0 0 7200 0 14000 0 34706 0 363952 0 0 0 SCHEDULE J, PART I, LINE 4B CERTAIN EMPLOYEES RECEIVED DISTRIBUTIONS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DURING 2019 AS FOLLOWS: MARY BETH BASSETT - $ 3,045 MICHAEL BUSCH, MD - $ 6,338 HANY KAMEL, MD - $ 3,864 PETER MICHAELSON - $ 1,116 LINDA MATTHEWS - $ 4,948 THESE AMOUNTS WERE INCLUDED IN TAXABLE WAGES AND ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III) AND ALSO IN COLUMN (F) SINCE THESE AMOUNTS HAVE PREVIOUSLY BEEN REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. THIS PLAN WAS FROZEN AS OF DECEMBER 31, 2011. SCHEDULE J, PART I, LINE 7 VITALANT HAS AN INCENTIVE PLAN FOR MANAGEMENT AND EXECUTIVES. AWARDS UNDER THE PROGRAM ARE AT THE DISCRETION OF THE BOARD OF TRUSTEES. THE PLAN MEASURES PERFORMANCE AGAINST MULTIPLE METRICS WHICH CARRY VARIOUS WEIGHTINGS, THE MOST HEAVILY WEIGHTED BEING QUALITY, SAFETY AND CUSTOMER SERVICE. TO ASSURE FINANCIAL STABILITY OF THE COMPANY, ONE OF THE METRICS IS ALSO A MEASUREMENT OF NET MARGIN FINANCIAL PERFORMANCE AS A PERCENT OF REVENUES. SCHEDULE J, PART II LINDA MATTHEWS IS THE PRESIDENT OF BIOCARE, A SUBSIDIARY OF VITALANT. BIOCARE PERFORMED WELL ABOVE ITS BUDGETED EXPECTATIONS AND, AS A RESULT, LINDA WAS GRANTED AN AWARD PURSUANT TO BIOCARE'S INCENTIVE PLAN. David Green officer RELOCATION X 150000 22855 false true true 22855 X Recognition 375 3450037 FMV X Refreshment 18 6921 FMV X Other 32 14109 FMV false true false SCHEDULE M, PART I, COLUMN (B) THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN (B). FORM 990, PART I, LINE 1 AND PART III, LINE 1 VITALANT EXISTS TO MAKE A DIFFERENCE IN PEOPLE'S LIVES BY BRINGING TOGETHER THE BEST PEOPLE, INSPIRING INDIVIDUALS TO DONATE BLOOD, PRODUCING A SAFE AND AMPLE BLOOD SUPPLY, ADVANCING CUTTING-EDGE RESEARCH AND EMBRACING CONTINUOUS QUALITY IMPROVEMENT. Vitalant, one of the nation's oldest and largest nonprofit community blood service providers, supplies comprehensive transfusion medicine services to nearly 1,000 hospitals and health care partners for patients in need across 40 states. FORM 990, PART III, LINE 2 EFFECTIVE JANUARY 1, 2020 THE INSTITUTE FOR TRANSFUSION MEDICINE AND SUBSIDIARIES ("ITXM") MERGED INTO VITALANT. VITALANT IS THE SURVIVING ENITY. ITXM CONTINUES TO OPERATE SERVICES AND PROGRAMS AS PREVIOUSLY, NOW AS AN INTEGRAL PART OF VITALANT. FORM 990, PART III, LINES 4A-D 4A) BLOOD SERVICES DIVISION - BLOOD BANKING THE PRIMARY PURPOSE OF THE BLOOD SERVICES DIVISION (BSD) IS TO PROVIDE A SAFE AND STABLE SUPPLY OF BLOOD AND BLOOD COMPONENTS TO HOSPITALS AND MEDICAL FACILITIES. THE STRENGTH OF BSD IS THAT IT OPERATES AS LOCAL BLOOD CENTERS THAT ARE PART OF THE COMMUNITY AND YET HAS ACCESS TO A LARGE NETWORKED ORGANIZATION WITH ALL THE ADVANTAGES AND EFFICIENCIES THAT ARE REALIZED THROUGH STANDARDIZATION AND ECONOMIES OF SCALE. BSD COLLECTS BLOOD FROM VOLUNTEER DONORS, PERFORMS SCREENING AND TESTING ON THE DONATED BLOOD, AND PROCESSES THE WHOLE BLOOD INTO BLOOD COMPONENTS SUCH AS RED CELL PLATELETS AND PLASMA. BLOOD AND BLOOD COMPONENTS ARE THEN STORED AND DISTRIBUTED TO HOSPITALS AND OTHER HEALTH CARE PROVIDERS. 4B) VITALANT LABORATORIES (VL) VITALANT LABORATORIES' STAFF OF HIGHLY TRAINED AND EXPERIENCED PERSONNEL PROVIDE SUPPORT AND EXPERTISE TO HOSPITALS, TRANSFUSION AND TRANSPLANT CENTERS AND OTHER HEALTHCARE FACILITIES FOR THEIR TRANSFUSION MEDICINE NEEDS. VL OPERATES THREE LABORATORIES FOR (IRL) IMMUNOHEMATOLOGY REFERENCE LAB, (HLA) HISTOCOMPATIBILITY LABORATORY AND (CTL) CELLULAR THERAPY LABORATORY IN PHOENIX. THE MEMBERS AND AFFILIATES OF VITALANT OPERATE ADDITIONAL LABORATORIES IN SAN FRANCISCO, DENVER, SPOKANE AND SAN BERNARDINO. TOGETHER THEY SOLVE SOME OF THE MOST COMPLEX IMMUNOHEMATOLOGIC COMPATIBILITY CASES AND ENSURE LIFE-SAVING BLOOD AND CELLULAR THERAPY SERVICES TO HOSPITALS ALL ACROSS THE UNITED STATES. FOR HEALTHCARE FACILITIES IN CENTRAL ARIZONA, VL ALSO SERVES AS A BLOOD BANK, PROVIDING COMPLETE TRANSFUSION SERVICES INCLUDING PATIENT COMPATIBILITY TESTING AND DELIVERY. 4C) VITALANT RESEARCH INSTITUTE (VRI) THE VITALANT RESEARCH INSTITUTE CARRIES OUT STUDIES FUNDED BY EXTRAMURAL GRANTS (NIH AND OTHER AGENCIES) AND RECEIVES INTRAMURAL FUNDING FROM VITALANT BETWEEN $4.0M AND $4.5M EACH YEAR. VRI HAS HISTORICALLY BEEN NOTED FOR CONTRIBUTIONS TO INFECTIOUS DISEASE TESTING / MONITORING, EPIDEMIOLOGY / PUBLIC POLICY, AND SELECTED NON-INFECTIOUS RISKS OF TRANSFUSION. RECENT RESEARCH EFFORTS INCLUDE CHARACTERIZATION OF METABOLIC AND GENETIC FACTORS THAT INFLUENCE RED BLOOD CELL STABILITY, AND SINCE THE PANDEMIC, A HOST OF CRITICALLY IMPORTANT STUDIES TO UNDERSTAND SARS-COV-2 EPIDEMIOLOGY, THE SAFETY OF THE BLOOD SUPPLY, THE TIME COURSE OF ITS ANTIBODY RESPONSE/IMMUNITY AND THE EFFICACY OF COVID CONVALESCENT PLASMA. A PUBLIC SERVICE, VRI'S RESEARCH EXTENDS FAR BEYOND ORGANIZATIONAL DEVELOPMENT EFFORTS, BENEFITING PATIENTS ALL OVER THE US (AND THE WORLD) AS WELL AS COMPETING US BLOOD CENTERS, IMPROVING BLOOD PRODUCT QUALITY, RECIPIENT SAFETY, AND THE DONOR EXPERIENCE. VRI SUPPORTS TRAINING PROGRAMS FOR SPECIALISTS IN TRANSFUSION MEDICINE AND THE DEVELOPMENT OF RESEARCH SCIENTISTS IN A HOST OF TRANSFUSION MEDICINE SUBSPECIALTIES. VRI INVESTIGATORS PUBLISHED 112 PEER-REVIEWED ORIGINAL RESEARCH PAPERS IN 2019 ALONG WITH MANY MORE REVIEWS, EDITORIALS, BOOK CHAPTERS AND SCIENTIFIC MEETING ABSTRACTS. TOGETHER, VRI'S 10 INVESTIGATORS, 2 CLINICAL INVESTIGATORS, 12 AFFILIATED INVESTIGATORS, 7 CORE LEADERS, 8 ADMINISTRATIVE STAFF AND ~55 SCIENTISTS, TECHNOLOGISTS AND POST-DOCS HAVE CONTRIBUTED TO MAJOR DISCOVERIES IN TRANSFUSION SAFETY AND EFFICACY. FORM 990, PART VI, LINE 1A The Executive Committee has the powers of the Board of Trustees between Board meetings, unless prohibited by law or the Articles of Incorporation. The Executive Committee is composed of 6 or more Trustees, including the Chair, Vice Chair, Secretary-Treasurer, and three or more Trustees selected by the Board of Trustees. FORM 990, PART VI, LINE 4 EFFECTIVE JANUARY 1, 2020 THE INSTITUTE FOR TRANSFUSION MEDICINE AND SUBSIDIARIES ("ITXM") MERGED INTO VITALANT. VITALANT IS THE SURVIVING ENITY. ITXM CONTINUES TO OPERATE SERVICES AND PROGRAMS AS PREVIOUSLY, NOW AS AN INTEGRAL PART OF VITALANT. ACCORDINGLY, VITALANT'S ARTICLES OF ORGANIZATION WERE AMENDED TO REFLECT THIS CHANGE. FORM 990, PART VI, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT, INCLUDING CONFIRMATION OF COMPENSATION DISCLOSURES AGAINST W-2 AND 1099 REPORTING. A COPY OF THE DRAFT FORM 990 AND ALL SCHEDULES IS SUPPLIED TO ALL BOARD MEMBERS PRIOR TO THE MEETING HELD TO ACCEPT THE RETURNS. THE W-2S AND 1099S ARE AVAILABLE FOR BOARD REVIEW UPON REQUEST. THE PAID PREPARER, ERNST & YOUNG, AND MEMBERS OF MANAGEMENT REVIEW THE FORM 990 WITH THE COMMITTEES AND ARE AVAILABLE FOR ANSWERING QUESTIONS. ANY COMMENTS FROM THE BOARD ARE CONSIDERED PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, LINE 12C EACH YEAR, THE BOARD OF TRUSTEES AND SENIOR MANAGEMENT ARE REQUIRED TO SIGN AND RETURN A CONFLICT OF INTEREST FORM TO COMPANY COUNSEL. ANY CONFLICTS DISCLOSED ARE DISCUSSED IN EXECUTIVE SESSION WITH THE BOARD'S AUDIT COMMITTEE AND RESOLVED. IN ADDITION, IN PREPARATION FOR THE FORM 990 FILING, THE TRUSTEES, OFFICERS, AND KEY EMPLOYEES IDENTIFIED ARE REQUIRED TO RESPOND TO A COMPREHENSIVE CONFLICT OF INTEREST AND FAMILY RELATIONSHIP QUESTIONNAIRE. ANY CONFLICTS DISCLOSED ARE DISCUSSED WITH THE BOARD'S AUDIT COMMITTEE AND DISCLOSED APPROPRIATELY ON THE FORM 990. FORM 990, PART VI, LINES 15A AND 15B THE BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN RESOURCE COMMITTEE WHOSE PURPOSE, AMONG OTHER THINGS, IS TO HIRE AN INDEPENDENT CONSULTING FIRM ONCE EVERY 2-3 YEARS TO PROVIDE DATA ON COMPETITIVENESS OF SALARIES AND BENEFITS FOR THE CEO, OFFICERS AND OTHER KEY EMPLOYEES OF THE CORPORATION. THIS PROCESS WAS LAST COMPLETED IN 2017. THE BOARD OF TRUSTEES HAS ARRANGED TO ENGAGE AN INDEPENDENT CONSULTING FIRM TO PERFORM THIS MARKET STUDY IN THE 2020 FISCAL YEAR. THE MEMBERS OF THE HUMAN RESOURCE AND COMPENSATION COMMITTEE OF THE BOARD ARE ALL INDEPENDENT TRUSTEES AND INCLUDE NO MEMBERS OF MANAGEMENT. THE RECOMMENDATIONS OF THE COMMITTEE ARE REVIEWED BY THE ENTIRE BOARD PRIOR TO APPROVAL. COMPENSATION FOR THESE INDIVIDUALS IS SET AND APPROVED BY THE BOARD EACH YEAR. THE RESULTS OF THESE DISCUSSIONS, REVIEWS AND APPROVALS ARE DOCUMENTED IN THE EXECUTIVE SESSION MINUTES OF THE BOARD MEETINGS. FORM 990, PART VI, LINE 19 UPON WRITTEN REQUEST TO THE CHIEF FINANCIAL OFFICER, A COPY OF THE FORM 990 WILL BE MAILED TO THE REQUESTER. THE FORM 990 FOR CURRENT AND PAST YEARS IS ALSO POSTED ON GUIDESTAR FOR ORGANIZATIONS TO ACCESS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE ORGANIZATION'S COMBINED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 9 PENSION EXPENSE (CREDIT) OTHER THAN NET PERIODIC COST ($ 11,415,996) TRANSFER OF CBS NET ASSETS ($ 6,080,613) TOTAL CHANGES IN NET ASSETS ($ 17,496,609) BLOOD BANK SAN BERNARDINORIVERSIDE FDN PO BOX 1429 SAN BERNARDINO CA 92402 208911074 FUNDRAISING CA 501(c)(3) 12A-I BBSBRC true BLOOD SCIENCE FOUNDATION 875 GREENTREE RD PKWY CTR 5 PITTSBURGH PA 15220 251562715 FUNDRAISING PA 501(c)(3) 12D-III-O ITXM true CANYON STATE INSURANCE COMPANY PO BOX 1085 113 S CHURCH ST GRAND CAYMAN CJ KY1-1102 981084327 CAPTIVE INSURANCE CJ VITALANT C Corp 3442449 31641176 1.00000 true BIOCARE INC 6210 E OAK STREET SCOTTSDALE AZ 85257 813906720 PHARMA AZ VITALANT C Corp 10046654 216326856 1.00000 true Transfusion Technology Inc 102 Chestnut Ridge Road Montvale NJ 07645 223494865 Inactive NJ BCRBC C Corp 0 0 true true false true false false false true true false true false true true false true true true true true LIFESTREAM g 9726078 ACCRUAL LIFESTREAM h 3851389 ACCRUAL CANYON STATE INSURANCE COMPANY r 4671059 ACCRUAL BLOOD SCIENCE FOUNDATION R 1633000 ACCRUAL LifeSource r 23476542 ACCRUAL LifeStream q 475802 ACCRUAL BioCare inc q 142595 ACCRUAL CENTRAL BLOOD BANK q 103988 ACCRUAL LifeSource q 127086 ACCRUAL LifeStream l 1490795 ACCRUAL CENTRAL BLOOD BANK l 268482 ACCRUAL LifeSource l 317576 ACCRUAL Hemophilia Center of Western Pennsylvania l 474153 ACCRUAL BioCare inc l 1432890 ACCRUAL BIOCARE INC J 150710 ACCRUAL SCHEDULE R, PART II THERE ARE VARIOUS RELATED TAX-EXEMPT BLOOD BANKING ORGANIZATIONS THAT ARE INCLUDED IN GROUP EXEMPTIONS, AND THEREFORE, IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS ARE NOT REPORTED ON SCHEDULE R, PART II.