THE INSTITUTE FOR TRANSFUSION MEDICINE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE INSTITUTE FOR TRANSFUSION MEDICINE (EIN 25-1562714)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201431339349302288
- Schema version
- 2012v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T13:22:42-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251562714 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INSTITUTE FOR TRANSFUSION MEDICINE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MARK J GIAQUINTO | InCareOfName |
| Name Control | INST | NameControl |
| Phone | 4122097300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIVE PARKWAY CENTER 875 GREENTREE R | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15220 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK J GIAQUINTO | Name |
| Title | CFO/secretary/treasurer | Title |
| Date Signed | 2014-05-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126447800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES P COVERT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 parkway cnt 875 greentree rd | AddressLine1 |
| City | pittsburgh | City |
| State | PA | State |
| ZIP Code | 15220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1513971 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 5645 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ITXM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE BEST IN CLASS BLOOD PRODUCTS AND CLINICAL SERVICES TO MEET THE NEEDS OF THE HEALTHCARE COMMUNITY, PATIENTS AND OUR DONORS THROUGH ADVANCED TRANSFUSION MEDICINE PRACTICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 179 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 585423 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 800120 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 632606 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14764 | InvestmentIncomePriorYear |
| Investment Income Current Year | 38492 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 44800 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 644987 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1471218 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14749186 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14502382 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | -14228984 | OtherExpensePriorYear |
| Other Expenses Current Year | -11625225 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 520202 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2877157 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 124785 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1405939 | RevenuesLessExpensesCY |
| Total Assets BOY | 32269102 | TotalAssetsBOY |
| Total Assets EOY | 24948337 | TotalAssetsEOY |
| Total Liabilities BOY | 50370178 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 73099713 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -18101076 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -48151376 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ITXM'S MISSION IS TO ENGAGE OUR BLOOD DONOR COMMUNITY, ADVANCE TRANSFUSION SCIENCE, AND TOUCH MORE PATIENTS WITH OUR CLINICAL EXPERTISE. ITXM'S VISION IS TO BE THE CHOICE OF BLOOD DONOR COMMUNITIES AND THE RECOGNIZED LEADER IN TRANSFUSION MEDICINE, IMPACTING PATIENT CARE AT THE HIGHEST LEVEL. ITXM'S MISSION AND VISION ARE SUPPORTED BY OUR SHARED BELIEFS AND STANDARDS OF BEHAVIOR OF INTEGRITY, ACCOUNTABILITY, EMPLOYEES, COMMITMENT, INSPIRING AND INFLUENTIAL. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 398502 | Expense |
| Grants | 0 | Grants |
| Revenue | 632606 | Revenue |
| Description | THE INSTITUTE FOR TRANSFUSION MEDICINE (ITXM) IS THE "PARENT" ENTITY OF A HEALTH CARE SYSTEM DEDICATED TO PROVIDING BLOOD AND BLOOD-RELATED PRODUCTS AND SERVICES TO THE COMMUNITY. ITXM PROVIDES CERTAIN SERVICES FOR ITSELF AND FOR ITS AFFILIATED ORGANIZATIONS, INCLUDING ACCOUNTING, PURCHASING, HUMAN RESOURCES, QUALITY ASSURANCE, INFORMATION SYSTEMS, STRATEGIC PLANNING, EDUCATION, MAINTENANCE AND CORPORATE ADMINISTRTATION. THE CONSOLIDATION OF THESE SERVICES IN ONE ENTITY PROVIDES ECONOMIES OF SCALE AND EFFICIENCY SO AS TO IMPROVE THE DELIVERY OF COST EFFECTIVE HEALTH CARE TO THE COMMUNITY AT LARGE. ITXM PROVIDES TRAINING PROGRAMS FOR MEDICAL RESIDENTS AND FELLOWS IN THE AREAS OF TRANSFUSION MEDICINE AND COAGULATION. ITXM IS ALSO ACTIVELY INVOLVED IN RESEARCH. ITXM MEDICAL STAFF HOLD FEDERAL GRANTS AND PARTICIPATE IN IMPORTANT NATIONAL CLINICAL TRIALS IN BLOOD SAFETY, TRANSFUSION AND HEMOSTASIS. EDUCATING THE COMMUNITY IS ALSO A SERVICE PROVIDED BY ITXM. THROUGH AN ACTIVE SPEAKERS' BUREAU AND JOINT PROGRAMS WITH OTHER HEALTH CARE PROVIDERS, ITXM PRESENTS INFORMATION ON THE SAFETY OF BLOOD, BLOOD COMPONENT THERAPY, COAGULATION, THROMBOSIS AND OTHER PERTINENT TOPICS. SINCE IT IS ESTIMATED THAT TWO OUT OF FIVE PEOPLE WILL NEED A BLOOD TRANSFUSION AT SOME POINT IN THEIR LIVES, THESE EDUCATIONAL OPPORTUNITIES HELP CAREGIVERS, PATIENTS AND POTENTIAL RECIPIENTS OF THIS PRECIOUS RESOURCE UNDERSTAND THE BLOOD SUPPLY AND TRANSFUSION ISSUES AND ALLEVIATE SOME OF THE MISCONCEPTIONS RELATED TO TRANSFUSION MEDICINE. | Description |
| Total Program Service Expense | 398502 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 59 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 179 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK J GIAQUINTO | NamePerson |
| Telephone Number | 4122097302 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 PARKWAY CENTER 875 GREENTREE ROAD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15220 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | OfficerOfficer | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| SUNNY CHICO | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | 15500 | |||||
| ALAN J DEAN | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | 14750 | |||||
| TWYLA L JOHNSON | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | 9500 | |||||
| MICHAEL H JONES | |||||||||
| VICE CHAIRMAN | 1.0 | 1.0 | X | 9500 | X | ||||
| PAT LAUGHLIN | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | 10750 | |||||
| KATHY L MAYLE TOWNS BSNMNEDMBA | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | 11750 | |||||
| DONALD J MCGRAW MD | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | 12000 | |||||
| RICHARD D MCHUGH MD | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | 14000 | |||||
| CHRISTOPHER D MURTAUGH | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | 12000 | |||||
| PATRICIA PULIDO SANCHEZ | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | 16500 | |||||
| RICHARD STOVER | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | 12750 | |||||
| MATTHEW SUHEY | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | 10250 | |||||
| PATRICIA ABREGO-SANTUCCI | |||||||||
| DIRECTOR (EFFECTIVE 12/12) | 1.0 | 1.0 | X | 1000 | |||||
| CHARLES H BRACKEN JR | |||||||||
| CHAIRMAN | 1.0 | 1.0 | X | 21250 | X | ||||
| JAMES R BERRY | |||||||||
| DIRECTOR (EFFECTIVE (01/13) | 0.5 | 1.5 | X | 0 | |||||
| ROBERT E CARDEN PHD | |||||||||
| DIRECTOR (EFFECTIVE 01/13) | 0.5 | 10.5 | X | 0 | |||||
| JAMES P COVERT | |||||||||
| PRESIDENT & CEO | 33.0 | 7.0 | X | 632722 | X | 0 | 450450 | ||
| LAURA KARET | |||||||||
| DIRECTOR THROUGH 12/06/12 | 1.5 | 0.5 | X | 6000 | |||||
| KAY BRAYMER PETERSON | |||||||||
| DIRECTOR THROUGH 12/06/12 | 1.5 | 0.5 | X | 7750 | |||||
| MARK J GIAQUINTO | |||||||||
| SECRETARY/TREASURER | 33.0 | 7.0 | 309909 | X | 0 | 153610 | |||
| DIANE MERKT | |||||||||
| CHIEF ADMIN & COMPLIANCE OFR | 33.0 | 7.0 | 278249 | 0 | 140477 | X | |||
| JAMES FITZGERALD | |||||||||
| CHIEF OPERATING OFFICER | 10.0 | 30.0 | 46259 | 2014 | X | ||||
| ROXANNE TATA | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | 243701 | 0 | 255486 | X | |||
| DAVID BERRY | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | 244442 | 0 | 128444 | X | |||
| ERIC SCHULTIES | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | 234864 | 0 | 189722 | X | |||
| KENT OESTREICH | |||||||||
| REGIONAL VP CUSTOMER ACCT MGT | 40.0 | 0.0 | 171976 | 0 | 32847 | X | |||
| KEIR JOSEPHSON | |||||||||
| DIRECTOR, IT STRATEGY/DELIVERY | 40.0 | 0.0 | 131283 | 0 | 25379 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2478655 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1378429 | TotalOtherCompensation |
| Number Individuals GT100 K | 23 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| COHEN GRIGSBY PC | |||||
| PO BOX 641014 | PITTSBURGH | PA | 15264 | LEGAL | 562150 |
| TOWERS WATSON PENNSYLVANIA INC | |||||
| 600 GRANT ST US STEEL TOWER SUITE | PITTSBURGH | PA | 15219 | ACTUARIAL SERVICES | 440694 |
| BUCHANAN INGERSOL ROONEY | |||||
| 301 GRANT ST 20TH FLOOR ONE OXFOR | PITTSBURGH | PA | 15219 | LEGAL SERVICES | 217724 |
| PW CAMPBELL CONTRACTING CO | |||||
| 109 ZETA DR | PITTSBURGH | PA | 15238 | CONTRACTORS | 195949 |
| DELOITTE TOUCHE LLP | |||||
| ONE PPG PLACE SUITE 2600 | PITTSBURGH | PA | 15222 | AUDIT/TAX SERVICES | 174393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Related Organizations | 34824 | RelatedOrganizations |
| Government Grants | 731653 | GovernmentGrants |
| All Other Contributions | 33643 | AllOtherContributions |
| Total Contributions | 800120 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEES TO AFFILIATES | 900099 | 376347 | 376347 |
| EQUIPMENT RENTAL TO AFFILIATES | 900099 | 210587 | 210587 |
| MISCELLANEOUS | 900099 | 45672 | 45672 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 632606 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41744 | TotalRevenueColumn |
| Exclusion | $41,744 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 39501 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 42753 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -3252 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3252 | TotalRevenueColumn |
| Exclusion | -$3,252 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1471218 | TotalRevenueColumn |
| Related Or Exempt Function Income | 632606 | RelatedOrExemptFunctionIncome |
| Exclusion | $38,492 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2478655 | Total |
| Management And General | 2478655 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8911100 | Total |
| Program Services | 8911100 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1105825 | Total |
| Program Services | 1105825 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1367941 | Total |
| Program Services | 1367941 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 638861 | Total |
| Program Services | 638861 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1384628 | Total |
| Program Services | 1384628 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245250 | Total |
| Program Services | 245250 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1955639 | Total |
| Program Services | 1955639 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63266 | Total |
| Program Services | 63266 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 674531 | Total |
| Program Services | 674531 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 897567 | Total |
| Program Services | 897567 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1423407 | Total |
| Program Services | 1423407 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 653147 | Total |
| Program Services | 653147 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98672 | Total |
| Program Services | 98672 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1002088 | Total |
| Program Services | 1002088 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1480682 | Total |
| Program Services | 1480682 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60011 | Total |
| Program Services | 60011 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| EMPLOYEE RECRUIT/DUES/RECOG | 243953 | 243953 |
| LOSS ON JOINT VENTURE | 442341 | 442341 |
| ITXM SHARED SERVICES | -22357152 | -22357152 |
| MISCELLANEOUS | 106745 | 106745 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2877157 | Total |
| Program Services | 398502 | ProgramServices |
| Management And General | 2478655 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | X | InfoInScheduleOPartX |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500 | BOY |
| EOY | 500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5793422 | BOY |
| EOY | 6616952 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 612413 | BOY |
| EOY | 1252697 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1323205 | BOY |
| EOY | 854299 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19677199 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 15955366 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3904005 | BOY |
| EOY | 3721833 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1178985 | BOY |
| EOY | 10783835 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19456572 | BOY |
| EOY | 1718221 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32269102 | BOY |
| EOY | 24948337 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4920930 | BOY |
| EOY | 6202733 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25985000 | BOY |
| EOY | 25450000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 25000000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19464248 | BOY |
| EOY | 16446980 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50370178 | BOY |
| EOY | 73099713 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -18101076 | BOY |
| EOY | -48151376 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -18101076 | BOY |
| EOY | -48151376 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32269102 | BOY |
| EOY | 24948337 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1405939 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -20907 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | -18531505 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | -10091949 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (7 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| CENTRAL BLOOD BANK | |||||
| 251055312 | 09 | true | true | true | $0 |
| LIFESOURCE BLOOD SERVICES | |||||
| 363492969 | 09 | true | true | true | $0 |
| VIRGINIA BLOOD SERVICES | |||||
| 540959121 | 09 | true | true | true | $0 |
| ITXM CLINICAL SERVICES | |||||
| 251839168 | 09 | true | true | true | $0 |
| ITXM DIAGNOSTICS | |||||
| 030497690 | 09 | true | true | true | $0 |
| BLOOD SCIENCE FOUNDATION | |||||
| 251562715 | 0 | true | true | true | $0 |
| HEMOPHILIA CENTER OF WESTERN PENNSYLVANIA | |||||
| 251562716 | 03 | true | true | true | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 7 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52435 | OtherCostOrOtherBasis |
| Depreciation | 52435 | Depreciation |
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 655404 | OtherCostOrOtherBasis |
| Depreciation | 366954 | Depreciation |
| Book Value | 288450 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4320 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1655143 | OtherCostOrOtherBasis |
| Depreciation | 1246362 | Depreciation |
| Book Value | 413101 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3474687 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 13835210 | OtherCostOrOtherBasis |
| Depreciation | 14289615 | Depreciation |
| Book Value | 3020282 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3721833 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| GEISINGER BLOOD CENTER | -57130 | F |
| CREATIVE TESTING SOLUTIONS | 9500000 | F |
| ITM HOLDINGS | 1340965 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 10783835 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| WORKERS COMPENSATION TRUST FD | 700653 |
| BUILDING DEPOSITS | 9500 |
| BOND ISSUANCE FEES | 458138 |
| BIOKEY (DONOR ID LICENSES) | 549930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1718221 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED PENSION COST | $12,267,217 |
| WORKERS' COMPENSATION RESERVE | $691,637 |
| DUE TO AFFILIATES | $3,488,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16446980 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE D, | Identifier |
| Explanation | PART X, LINE 2 THE INSTITUTE FOR TRANSFUSION MEDICINE RECEIVED A CONSOLIDATED AUDITED FINANCIAL STATEMENT FOR THE TAX YEAR ENDING JUNE 30, 2013 THAT WAS PREPARED IN ACCORDANCE WITH GAAP. A FIN 48 FOOTNOTE TO THE AUDITED FINANCIAL STATEMENTS DISCLOSED "ITXM'S CONSOLIDATED BALANCE SHEET DOES NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS; FURTHER, ITXM HAS NO UNRECOGNIZED TAX BENEFITS." | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES P COVERT | ||||||||||||||
| PRESIDENT & CEO | 418753 | 0 | 213969 | 0 | 0 | 0 | 421618 | 0 | 28832 | 0 | 1083172 | 0 | 32476 | 0 |
| MARK J GIAQUINTO | ||||||||||||||
| SECRETARY/TREASURER | 229888 | 0 | 80021 | 0 | 0 | 0 | 134670 | 0 | 18940 | 0 | 463519 | 0 | 16871 | 0 |
| DIANE MERKT | ||||||||||||||
| CHIEF ADMIN & COMPLIANCE OFR | 206588 | 0 | 71661 | 0 | 0 | 0 | 129182 | 0 | 11295 | 0 | 418726 | 0 | 15871 | 0 |
| ROXANNE TATA | ||||||||||||||
| VICE PRESIDENT | 178791 | 0 | 64910 | 0 | 0 | 0 | 226857 | 0 | 28629 | 0 | 499187 | 0 | 23356 | 0 |
| DAVID BERRY | ||||||||||||||
| VICE PRESIDENT | 184000 | 0 | 60442 | 0 | 0 | 0 | 116901 | 0 | 11543 | 0 | 372886 | 0 | 16304 | 0 |
| ERIC SCHULTIES | ||||||||||||||
| VICE PRESIDENT | 171217 | 0 | 63647 | 0 | 0 | 0 | 171177 | 0 | 18545 | 0 | 424586 | 0 | 7580 | 0 |
| KENT OESTREICH | ||||||||||||||
| REGIONAL VP CUSTOMER ACCT MGT | 150432 | 0 | 18568 | 0 | 2976 | 0 | 15865 | 0 | 16982 | 0 | 204823 | 0 | 0 | 0 |
| KEIR JOSEPHSON | ||||||||||||||
| DIRECTOR, IT STRATEGY/DELIVERY | 100452 | 0 | 8608 | 0 | 22223 | 0 | 7991 | 0 | 17388 | 0 | 156662 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART I LINE 1A | ITXM DOES NOT REIMBURSE FOR FIRST CLASS TRAVEL BUT SOMETIMES UPGRADES ARE MADE FOR BOARD MEMBERS AND SENIOR MANAGEMENT USING DISCOUNT OR FREQUENT FLIER COUPONS; EXECUTIVE/SOCIAL DUES ARE PAID FOR THE CEO AND CFO; AIRLINE AND EXECUTIVE CLUB DUES ARE PAID FOR SENIOR MANAGEMENT. |
| PART I LINE 4B | JAMES COVERT $386,724; MARK GIAQUINTO $110,005; DIANE MERKT $101,850; ROXANNE TATA $174,907; DAVID BERRY $90,935; ERIC SCHULTIES $149,802 |
| PART II, B(II) | DISCRETIONARY BONUSES ARE PAID TO SENIOR AND MIDDLE MANAGEMENT ACCORDING TO CRITERIA WHICH IS ESTABLISHED AT THE BEGINNING OF THE YEAR BY THE COMPENSATION COMMITTEE OF THE BOARD. THE CRITERIA INCLUDES THE ORGANIZATION'S OVERALL OPERATING AND FINANCIAL RESULTS ALONG WITH ACTIVITY AND QUALITY METRICS. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| ILLINOIS FINANCE AUTHORITY | |||||||
| A | 861091967 | 2010-07-29 | 26500000 | BUILDING ACQUISITION AND IMPROVEME | false | false | false |
| VIRGINIA BIOTECH RESEARCH PARTNERSHIP AUTHORITY | |||||||
| B | 541726850 | 2013-06-12 | 20000000 | PURCHASE OF VA BLOOD SERVICES & PY | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 1050000 | 0 | 26500000 | 0 | 619078 | 0 | 375000 | 0 | 0 | 18760901 | 7364099 | 0 | 2011 | true | false | true | true |
| B | 0 | 0 | 20000000 | 0 | 0 | 0 | 0 | 0 | 0 | 15195000 | 4805000 | 0 | 2013 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | true | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | false | false | false | false |
| B | false | true | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | false | false | false | false |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||
| A | false | true | true | true | false | false | 0 | false | false |
| 0 | |||||||||
| B | false | true | true | true | false | false | 0 | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | false |
| B | false |
Form990 Schedule K Part VI Form990ScheduleKPartVI (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART III, LINE 9 | 0 | ITXM REVIEWS ALL SALES OF PROPERTY FOR TAX-EXEMPT BOND IMPLICATIONS AND WRITTEN PROCEDURES REGARDING REMEDIATION PROCEDURES CONSISTENT WITH |
| PART IV, LINE 7 | 0 | ITXM BELIEVES THAT THE REQUIREMENTS OF SECTION 148 ARE BEING MET AND WRITTEN PROCEDURES WILL BE IMPLEMENTED. |
| PART V | 0 | ITXM BELIEVES THAT THERE HAVE BEEN NO VIOLATIONS OF FEDERAL TAX REQUIREMENTS WITH RESPECT TO ITS TAX-EXEMPT BONDS AND WRITTEN PROCEDURES REGARDING THE CORRECTION OF SUCH VIOLATIONS THROUGH SELF-REMEDIATION AND THE VOLUNTARY CLOSING AGREEMENT PROGRAM WILL BE IMPLEMENTED. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| PART VI, SECTION A, LINE 4 | EFFECTIVE DECEMBER 7, 2012, THE INSTITUTE FOR TRANSFUSION MEDICINE, VIRGINIA BLOOD SERVICES AND THE VBS GROUP (NOW KNOWN AS VIRGINIA BLOOD FOUNDATION) ENTERED INTO A TRANSACTION WHERE THE INSTITUTE FOR TRANSFUSION MEDICINE BECAME THE SOLE CORPORATE MEMBER OF VIRGINIA BLOOD SERVICES, THEREBY ACQUIRING ALL CORPORATE MEMBERSHIP RIGHTS, TITLE AND INTEREST. THE BYLAWS OF ITXM WERE AMENDED AND RESTATED TO INCLUDE THAT FOR THE NEXT THREE YEARS, TWO REPRESENTATIVES FROM THE COMMUNITY SERVICED BY VBS WILL BE INCLUDED ON THE ITXM BOARD OF DIRECTORS. THESE TWO INDIVIDUALS SHALL BE NOMINATED BY THE VB FOUNDATION AND APPROVED BY THE BOARD OF DIRECTORS OF ITXM. SUCH INDIVIDUALS MUST MEET THE SAME QUALIFICATIONS AS OTHER BOARD MEMBERS AS DETERMINED BY THE GOVERNANCE AND NOMINATING COMMITTEE, AND SHALL BE SUBJECT TO ALL NOMINATIONS, ELECTION OR APPOINTMENT, APPLICABLE TERM LENGTH, REMOVAL PROVISIONS AND COMMITTEE ELIGIBILITY REQUIREMENTS OF THE ARTICLES OF INCORPORATION AND THESE BYLAWS NOT INCONSISTENT WITH THIS SECTION. PART VI, SECTION B, LINE 11 THE 990 IS COMPLETED BY MANAGEMENT AND IS REVIEWED BY AN EXTERNAL, INDEPENDENT ACCOUNTING FIRM. THE AUDIT AND FINANCE COMMITTEE, WITH THE ASSISTANCE OF MANAGMENT, REVIEWS THE 990 IN DETAIL AND THEN IT IS SENT TO THE FULL BOARD FOR THEIR REVIEW PRIOR TO FILING. PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT A FORM ANNUALLY DISCLOSING ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. THE FORMS ARE REVIEWED BY THE GOVERNANCE COMMITTEE WHICH THEN DETERMINES WHETHER A CONFILCT EXISTS. ANY PERSON DEEMED TO HAVE A CONFLICT DURING THE YEAR IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING CONFLICTED TRANSACTIONS. PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS RETAINS AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT TO ANNUALLY REVIEW AND ANALYZE THE MARKET COMPETITIVENESS, REASONABLENESS AND APPROPRIATENESS OF EXECUTIVE PAY AT ITXM. THIS ANALYSIS INCLUDES EXECUTIVES REPORTING DIRECTLY TO THE CEO AND EMPLOYEES WHOSE BASE SALARIES EXCEED THE LOWEST PAID DIRECT REPORT TO THE CEO. AT THE REQUEST OF THE COMPENSATION COMMITTEE, THE COMPENSATION CONSULTANT CONDUCTS AN ANNUAL COMPETITIVE ANALYSIS THAT FOCUSES ON BASE PAY, SHORT-TERM INCENTIVE PAY AND LONG-TERM INCENTIVE PAY AND CONDUCTS A TOTAL COMPENSATION ANALYSIS INCLUSIVE OF INDIRECT COMPENSATION AND OTHER NON-CASH COMPENSATION ELEMENTS EVERY THREE TO FIVE YEARS DEPENDING ON REGULATORY, LEGISLATIVE AND EXTERNAL ACTIONS AND TRENDS. THE COMPETITIVE ANALYSES ARE CONDUCTED ACCORDING TO A BOARD-APPROVED EXECUTIVE COMPENSATION STRATEGY AND MARKET ANALYSIS METHODOLOGY. THIS PROCESS WAS COMPLETED IN 2013. PART VI, SECTION C LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XI, LINE 8 THE PRIOR PERIOD ADJUSTMENT RELATES TO CONSOLIDATING THE INTERCOMPANY RECEIVABLE OR INTERCOMPANY PAYABLE BALANCES OF THE SUBSIDIARIES OF THE INSTITUTE FOR TRANSFUSION MEDICINE (ITXM), WHICH ARE ALL SECTION 501(C)(3) TAX EXEMPT ORGANIZATIONS, INTO THE ITXM FUND BALANCE. PART XI, LINE 9 PURCHASE OF VIRGINIA BLOOD SERVICES ($15,327,839) PENSION LIABILITY ADJUSTMENT 5,235,890 TOTAL PART XI, LINE 9 ($10,091,949) | |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | DESCRIPTION:MEDICAL TECHNICAL TOTAL FEES:1912 | FORM 990 PART IX LINE 11G |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | DESCRIPTION:CONSULTING TOTAL FEES:1520137 | FORM 990 PART IX LINE 11G |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | DESCRIPTION:TEMPORARY HELP TOTAL FEES:119555 | FORM 990 PART IX LINE 11G |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | DESCRIPTION:OTHER TOTAL FEES:314035 | FORM 990 PART IX LINE 11G |
Schedule R IRS990ScheduleR
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFESOURCE GEISINGER BLOOD CENTER | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 317 ENTERPRISE WAY | AddressLine1 |
| City | PITTSTON | City |
| State | PA | State |
| ZIP Code | 18640 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364718005 | EIN |
| Primary Activity | BLOOD BANK | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ITXM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | -442341 | ShareOfTotalIncome |
| Share Of EOY Assets | 686970 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| Code V | $0 | CodeVAmount |
| General Or Managing Partner | true | GeneralOrManagingPartner |
| Percentage Ownership | 0.51000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ITM HOLDINGS LTD | |||||||||||
| 5 PARKWAY CENTER 875 GREENTREE RD | PITTSBURGH | PA | 15220 | 251736459 | INVESTMENT SUBSID | PA | C CORP | 0 | 0 | 1.00000 | true |
| TXM CONSULTING | |||||||||||
| 5 PARKWAY CENTER 875 GREENTREE ROAD | PITTSBURGH | PA | 15220 | 251736461 | CONSULTING | PA | C CORP | 0 | 0 | 1.00000 | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (13 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| LIFESOURCE GEISINGER BLOOD | ||
| J | 210587 | FMV |
| LIFESOURCE GEISINGER BLOOD | ||
| B | 295800 | FMV |
| CENTRAL BLOOD BANK | ||
| K | 692284 | FMV |
| BLOOD SCIENCE FOUNDATION | ||
| R | 975000 | FMV |
| VIRGINIA BLOOD SERVICES | ||
| R | 1500000 | FMV |
| ITXM DIAGNOSTICS | ||
| S | 330136 | FMV |
| GEISINGER BLOOD CENTER | ||
| L | 290810 | FMV |
| HEMOPHILIA CENTER OF WESTERN PA | ||
| L | 85537 | FMV |
| CENTRAL BLOOD BANK | ||
| L | 5210882 | FMV |
| LIFESOURCE | ||
| L | 9734020 | FMV |
| ITXM CLINICAL SERVICES | ||
| L | 5076399 | FMV |
| ITXM DIAGNOSTICS | ||
| L | 2245851 | FMV |
| BLOOD SCIENCE FOUNDATION | ||
| L | 90000 | FMV |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV | Identifier |
| Explanation | ITXM IS IN THE PROCESS OF DISOLVING ITM HOLDINGS LTD AND ITS SUBSIDIARY, TXM CONSULTING. | Explanation |