STRATEGY STUDIO / PUBLIC DATA EXPLORER

OKLAHOMA BLOOD INSTITUTE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
OKLAHOMA BLOOD INSTITUTE (EIN 73-1008735)
Tax period
2024-04-01 to 2025-03-31
Filed
2026-02-12
IRS object ID
202600439349301435
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-02-12T13:27:01+00:00ReturnTs
Tax Period End2025-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Forvis Mazars LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114221 Dallas Parkway Suite 400AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75254ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731008735EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Oklahoma Blood InstituteBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOKLABusinessNameControlTxt
Phone4052975700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 N Lincoln BlvdAddressLine1Txt
CityOklahoma CityCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731043251ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRANDALL STARKPersonNm
Person TitleCFO/TREASURERPersonTitleTxt
Phone4052975700PhoneNum
Signature2026-02-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAndrew GrayPreparerPersonNm
PTINP01517705PTIN
Phone9727028262PhoneNum
Preparation2026-02-16PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1John B Armitage MDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 N Lincoln BlvdAddressLine1Txt
CityOklahoma CityCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73104ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$156,637,640GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.obi.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1977FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTO BE THE DONOR TO PATIENT LIFELINE BY MEETING BLOOD TRANSFUSION AND HEALTH CARE NEEDS.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee1406TotalEmployeeCnt
Total Volunteers4350TotalVolunteersCnt
Total Gross UBI$29,790TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$25,811NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,401,197PYContributionsGrantsAmt
CY Contributions Grants$2,766,490CYContributionsGrantsAmt
PY Program Service Revenue$141,199,222PYProgramServiceRevenueAmt
CY Program Service Revenue$146,555,189CYProgramServiceRevenueAmt
PY Investment Income$2,029,580PYInvestmentIncomeAmt
CY Investment Income$5,226,361CYInvestmentIncomeAmt
PY Other Revenue$1,572,332PYOtherRevenueAmt
CY Other Revenue$1,376,966CYOtherRevenueAmt
PY Total Revenue$146,202,331PYTotalRevenueAmt
CY Total Revenue$155,925,006CYTotalRevenueAmt
PY Grants And Similar Paid$347,287PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$501,053CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$76,174,697PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$80,121,198CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$63,985,335PYOtherExpensesAmt
CY Other Expenses$69,110,819CYOtherExpensesAmt
PY Total Expenses$140,507,319PYTotalExpensesAmt
CY Total Expenses$149,733,070CYTotalExpensesAmt
PY Revenues Less Expenses$5,695,012PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,191,936CYRevenuesLessExpensesAmt
Total Assets BOY$115,110,930TotalAssetsBOYAmt
Total Assets EOY$119,943,961TotalAssetsEOYAmt
Total Liabilities BOY$26,053,792TotalLiabilitiesBOYAmt
Total Liabilities EOY$27,187,092TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$89,057,138NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$92,756,869NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOKLAHOMA BLOOD INSTITUTE'S (OBI) MISSION IS TO BE THE DONOR-TO-PATIENT LIFELINE BY PROVIDING OUR COMMUNITIES AND MEDICAL PARTNERS SECURITY BY MEETING BLOOD TRANSFUSION AND HEALTH CARE NEEDS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$113,141,077ExpenseAmt
Revenue$128,548,433RevenueAmt
DescSERVICE FEES FOR BLOOD PRODUCTS: AS THE SIXTH-LARGEST BLOOD CENTER IN THE U.S, OBI COLLECTS, TESTS, PROCESSES, AND DISTRIBUTES MORE THAN 450,000 LIFE-SAVING BLOOD PRODUCTS ANNUALLY IN 16 BLOOD DONATION CENTERS ACROSS OKLAHOMA, ARKANSAS, AND TEXAS. OUR COMPLEX TECHNOLOGICAL INFRASTRUCTURE AND RARE MEDICAL EXPERTISE ALLOW OBI TO PROVIDE SAFE AND ADEQUATE BLOOD TO PATIENTS AT MORE THAN 230 AREA HOSPITALS, MEDICAL FACILITIES, AND AIR AMBULANCES ACROSS ALL THREE STATES. OUR RIGOROUS SAFETY MEASURES AND THE TIRELESS EFFORTS OF OUR MEDICAL LABORATORY STAFF ENSURE THAT THE DONATED BLOOD IS SAFE AND AVAILABLE TO SAVE LIVES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$10,562,469ExpenseAmt
Revenue$10,216,229RevenueAmt
DescTESTING SERVICES: WHILE MANY BLOOD CENTERS OUTSOURCE THEIR TESTING, OBI MAINTAINS AN INHOUSE TESTING LABORATORY TO PROVIDE A RAPID RESPONSE TO PROCESSING UNITS. WITH EVERY DONATION, OUR DILIGENT LABORATORY STAFF PERFORMS MULTIPLE TESTS TO ENSURE BLOOD PRODUCTS ARE SAFE AND READY TO BE TRANSFUSED TO LOCAL PATIENTS. AS A FULLY LICENSED AND CERTIFIED LABORATORY, OBI MAINTAINS THE HIGHEST STANDARDS AND LEADS THE NATION IN APPLYING CUTTING-EDGE TECHNOLOGY TO CREATE THE SAFEST BLOOD PRODUCTS POSSIBLE. OBI'S TESTING LABORATORY PROVIDES A WIDE SCOPE OF SAFETY TESTING FOR SEVERAL BLOOD-BORN CONDITIONS, LIKE HIV, HEPATITIS C, AND WEST NILE VIRUS, TO ENSURE BLOOD PRODUCTS ARE OF THE HIGHEST QUALITY. IF ANY SAMPLE IS POSITIVE FOR THESE ISSUES, OUR STAFF WILL NOTIFY THE DONOR AND REFER THEM FOR ADDITIONAL TESTING AND TREATMENT. AFTER THE BLOOD SAMPLE HAS BEEN CLEARED, ADDITIONAL HEALTH SCREENING TESTING IS PERFORMED. FOR EXAMPLE, WE TEST THE CHOLESTEROL LEVEL OF EVERY DONOR AS PART OF OUR STANDARD DONATION PROCESS. IN ADDITION TO OUR ROUTINE TESTING OF UNITS FOR OUR HOSPITAL PARTNERS, WE ALSO WORK TOGETHER TO ASSIST OTHER BLOOD CENTERS, CLINICS, AND ORGAN DONATION ORGANIZATIONS WITH NEEDED TESTING. OUR LABORATORY'S TECHNOLOGY PROVIDES THESE CLIENTS WITH THE IMPECCABLY EFFICIENT TURNAROUND REQUIRED FOR HIGHLY SPECIALIZED BLOOD TESTING. MAINTAINING STRICT AABB-ACCREDITATION AND FDA-LICENSING STANDARDS, OUR LAB PROVIDES NUCLEIC ACID TESTING AND SEROLOGICAL AND VIRAL MARKER SCREENING TESTS, INCLUDING A WIDE RANGE OF SCREENING ASSAYS. CONFIRMATORY/SUPPLEMENTAL ASSAYS AND REFERRAL TESTING SERVICES ARE ALSO OFFERED.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,333,337ExpenseAmt
Revenue$6,953,758RevenueAmt
DescPATIENT CARE REVENUE: THERAPEUTIC APHERESIS SERVICES FOR PATIENTS AT AREA HOSPITALS ARE PROVIDED BY SPECIALLY TRAINED REGISTERED NURSES UNDER THE DIRECTION OF TRANSFUSION MEDICINE PHYSICIANS. PATIENTS UNDERGO TREATMENTS THAT REMOVE HARMFUL PROTEINS, CHEMICALS OR CELLS IN THE BLOOD THAT CONTRIBUTE TO A VARIETY OF LIFE-THREATENING DISEASES OR TRANSPLANT COMPLICATIONS. BASED ON PATIENTS' CONDITIONS, SPECIFIC OFFENDING AGENTS OR COMPONENTS OF THE BLOOD ARE ISOLATED AND IRRADIATED OR REMOVED. AFTER THIS INTRICATE PROCESSING, PATIENTS RECEIVE THEIR TREATED BLOOD TO RESTORE HEALTH.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$501,053ExpenseAmt
Grant$501,053GrantAmt
Revenue$2,062,730RevenueAmt
DescTHESE OTHER PROGRAM SERVICES ARE BLOOD PRODUCT DERIVATIVES. DERIVATIVES ARE A PRODUCT MANUFACTURED FROM A RAW MATERIAL BYPRODUCT OF BLOOD COLLECTION. OBI COLLECTS THIS MATERIAL, WHICH IS UNUSABLE FOR BLOOD TRANSFUSION, AND DISTRIBUTES THIS BYPRODUCT TO PLASMA MANUFACTURERS WHICH, IN TURN, USE IT IN THE PRODUCTION OF A BIOLOGICAL DRUG. REVENUE FOR THIS PROGRAM IS $363,515 WITH OFFSETTING EXPENSES TOTALING $302,514. THE CELL THERAPY PROGRAM INVOLVES COLLECTIONS OF STEM CELLS AND CORD BLOOD FROM PATIENTS, TESTING, AND MANUFACTURING THE PRODUCTS FOR PATIENT USE. REVENUE FOR THIS PROGRAM IS $473,254 WITH OFFSETTING EXPENSES TOTALING $831,738. OBI MANAGES THE LIFE-SAVING BLOOD DONATIONS OF MORE THAN 200,000 PEOPLE IN THE REGION EACH YEAR. THESE UNITS OF BLOOD ARE EVENTUALLY DELIVERED TO PATIENTS ACROSS THE REGION, BUT NOT BEFORE UNDERGOING AN IMMENSE AMOUNT OF FDA-REGULATED PROCESSING AND TESTING FOR DONOR AND BLOOD RECIPIENT SAFETY. VOLUNTEER BLOOD DONORS GIVE WHAT CAN'T BE CREATED AND PROVIDED BY ANY OTHER MEANS. OBI RECRUITS DONORS AND PROVIDES SKILLED MEDICAL STAFF, TECHNOLOGY, AND FACILITIES TO COLLECT BLOOD FROM DONORS. LAB PROFESSIONALS UNDER THE MEDICAL SUPERVISION OF PHYSICIANS PREPARE THE BLOOD FOR TRANSFUSION AND ADMINISTER MULTIPLE SAFETY TESTS. ALL MUST BE DONE WITH UTMOST URGENCY AND AROUND THE CLOCK SINCE BLOOD HAS A VERY LIMITED TIME FOR USE. OBI ADMINISTERS FIVE LAYERS OF SAFETY PROCEDURES - BLOOD DONOR ELIGIBILITY STANDARDS, INDIVIDUAL SCREENING, LABORATORY TESTING, CONFIDENTIAL EXCLUSION OF DONATIONS AND DONOR RECORD CHECKS. EXTENSIVE COMPLIANCE AND TECHNICAL TENURE ARE REQUIRED TO GET BLOOD FROM A DONOR TO A PATIENT. BLOOD CENTERS ALSO WORK CLOSELY WITH GOVERNMENT AGENCIES AND OTHER ENTITIES ON QUALITY CONTROL AND TRACKING. AN ENTIRE TEAM MANAGES THE SUPPLY LOGISTICS WITH EVERY MEDICAL FACILITY SERVED SO THAT THEY HAVE THE RIGHT BLOOD AT THE RIGHT TIME FOR PATIENTS. THIS CAN FLUCTUATE GREATLY, EVEN WITHIN A FEW HOURS. COURIERS TRAVEL MORE THAN SIX MILLION MILES EACH YEAR TO TRANSPORT DONATED BLOOD TO CENTRAL LABS AND HOSPITALS WITH ACCURACY AND EFFICIENCY, LEAVING NO NEED UNMET, REGARDLESS OF THE SITUATION OR TRAVEL CONDITIONS. HOSPITALS AND PATIENTS ARE NOT CHARGED FOR THE DONATED BLOOD ITSELF. EXPENSES ARE RECOVERED THROUGH A SERVICE FEE FOR EMPLOYEE WAGES, FUEL, VEHICLES, ADVANCED TESTING EQUIPMENT AND BLOOD PROCESSING AS SUMMARIZED ABOVE. OBI'S FEES AND QUALITY HAVE MADE IT THE CHOSEN, SOLE SUPPLIER FOR MORE THAN 90 PERCENT OF OKLAHOMA'S BLOOD SUPPLY, AS WELL AS MORE THAN 40 ARKANSAS HOSPITALS, EIGHT HOSPITALS IN THE TEXOMA REGION AND MOST HOSPITALS IN THE TEXAS HIGH PLAINS REGION. IT REQUIRES 24/7, 365 DAYS-A-YEAR STAFFING AND OPERATIONS, MUCH LIKE AREA HOSPITALS. IN ADDITION TO THESE SERVICES, OBI PLAYS A CRITICAL ROLE IN TRAUMA CARE. TYPE O WHOLE BLOOD, CONTAINING RED CELLS, PLATELETS, AND PLASMA, IS CRUCIAL IN TRAUMA BECAUSE IT CAN BE SAFELY USED FOR PATIENTS OF ANY BLOOD TYPE. THE IMPORTANCE OF THIS INITIATIVE IS UNDERSCORED BY ITS SUCCESS IN OKLAHOMA CITY, WHERE WHOLE BLOOD WAS INTRODUCED TO EMS IN 2023. FROM ITS LAUNCH IN FEBRUARY 2023 TO JUNE 2024, OKC EMS PROVIDERS HAVE ADMINISTERED WHOLE BLOOD TO 58 PATIENTS ON-SITE BEFORE HOSPITAL ARRIVAL, WITH 48 SURVIVING TO EMERGENCY DEPARTMENT ADMISSION AND 34 EVENTUALLY BEING DISCHARGED.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$501,053TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$501,053TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$2,062,730TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$127,537,936TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document160IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1406EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RANDALL STARKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4052975509PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 N LINCOLN BLVDAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73104ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
David R Carpenter
Board Vice Chairman3.02.0Yes (X)Yes (X)$0$0$0
John B Armitage MD
President & CEO50.09.0Yes (X)Yes (X)$830,992$0$79,913
Randall G Stark
Treasurer & CFO50.09.0Yes (X)Yes (X)$310,664$0$50,121
Richard Boatsman MD
Board Chairman3.03.0Yes (X)Yes (X)$0$0$0
Craig Sperry
Director1.00Yes (X)$0$0$0
David A Flack
Director1.00Yes (X)$0$0$0
Evan Vincent
Director1.01.0Yes (X)$12,000$0$0
Frank Barnett
Director1.00Yes (X)$0$0$0
Garland Wilkinson
Director2.00Yes (X)$0$0$0
Gary L Patzkowsky DO
Director1.01.0Yes (X)$0$0$0
Gary Mitchell
Director1.00Yes (X)$0$0$0
Henry J Hood
Director1.01.0Yes (X)$12,000$0$0
Jay A Gregory
Director1.00Yes (X)$0$0$0
Joe M Hodges
Director2.00Yes (X)$1,500$0$0
Judy G Parker
Director1.02.0Yes (X)$0$0$0
Kristi R Weaber
Director2.00Yes (X)$0$0$0
Kym Koch-Thompson
Director1.00Yes (X)$0$0$0
Larry Bookman MD
Director3.02.0Yes (X)$12,000$0$0
Michelle Powers
Director1.00Yes (X)$0$0$0
Paul Stout
Director1.00Yes (X)$0$0$0
Randal C Juengel MD
Director2.03.0Yes (X)$12,000$0$0
Scott Calhoon
Director2.00Yes (X)$0$0$0
Theodore Violett
Associate Director1.00Yes (X)$0$0$0
W H Oehlert
Director1.00Yes (X)$0$0$0
Charles Mooney
Vice Pres-Bio Development50.00Yes (X)$223,923$0$61,590
Jason L Padgham
Vice Pres-Technical Operations (END: 5/3/24)50.00Yes (X)$143,364$0$17,909
John N Marcellus
Chief Information Officer50.00Yes (X)$214,142$0$52,343
Kimberly J Van Antwerpen
Chief Operations Officer50.00Yes (X)$311,410$0$37,547
Laura S McClannan
Vice Pres-Quality Mgmt50.00Yes (X)$219,634$0$28,593
Marlena E Frye
Vice Pres-Donor Services50.00Yes (X)$169,408$0$43,277
Tamara J Kirkwood
Vice Pres-CR & DR50.00Yes (X)$220,318$0$29,934
Terry Ridenour
Vice Pres-Center Admin & Ops50.00Yes (X)$208,199$0$30,801
Walter J Linz
Chief Medical Officer50.00Yes (X)$451,766$0$121,486
Joseph R McNeil
Vice Pres-Human Resources50.00$183,346$0$40,214Yes (X)
Justin R Redwine
Chief Technology Officer50.00$181,065$0$58,704Yes (X)
Michael E Stevenson
Medical Director50.00$271,367$0$29,055Yes (X)
Tara N Scott
Vice Pres-Marketing & Communications50.00$182,649$0$41,451Yes (X)
Andrew Schneider
Associate Vice Pres-Comm Systems50.00$166,305$0$27,911Yes (X)
Brandon Baker
Associate Vice Pres - DR & Center Ops50.00$147,309$0$22,868Yes (X)
John E Krischel
Director-Service Delivery50.00$142,479$0$22,266Yes (X)
Michelle L Stewart
Controller50.00$164,841$0$36,198Yes (X)
Randel Petty
Executive Director-Client Relations50.00$141,157$0$27,668Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,933,838TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$859,849TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K89IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GROTE CASTON CM
6701 N CLASSEN BLVDOklahoma CityOK73116CONSTRUCTION CONTRACTOR$4,547,296
BLUE CROSS BLUE SHIELD
PO BOX 60545OKLAHOMA CITYOK73146TPA - HEALTH PLAN ADMINISTRATION$1,361,370
STANDLEY SYSTEMS
528 W IOWACHICKASHAOK73018DOCUMENT MANAGEMENT$388,388
UNITED MECHANICAL SERVICE INC
117 NE 38TH TERRACEOklahoma CityOK73105FACILITY MAINTENANCE$344,746
R-E SOLUTIONS
7300 MELROSE LNOklahoma CityOK73127PROMOTIONAL SERVICES$340,264
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K17CntrctRcvdGreaterThan100KCnt
Related Organizations$1,872,180RelatedOrganizationsAmt
Government Grants$445,317GovernmentGrantsAmt
All Other Contributions$448,993AllOtherContributionsAmt
Total Contributions$2,766,490TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SERVICE FEES621511$128,548,433$128,548,433
LABORATORY FEES621511$10,216,229$10,216,229
PATIENT CARE SERVICE FEES621511$6,953,758$6,953,758
CELL THERAPY621511$473,254$473,254
DERIVATIVES621511$363,515$363,515

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$146,555,189TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$899,222TotalRevenueColumnAmt
Exclusion$899,222ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$273,584RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$243,794RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$29,790RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,790TotalRevenueColumnAmt
Unrelated Business Revenue$29,790UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,696,469SecuritiesAmt
Other$99,510OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$436,397SecuritiesAmt
Other$32,443OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,260,072SecuritiesAmt
Other$67,067OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,327,139TotalRevenueColumnAmt
Exclusion$4,327,139ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
AOU Reimbursement900099$707,844$622,903$84,941
Freight Reimbursed900099$231,127$231,127
Rebates900099$124,379$120,595$3,784

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$283,826TotalRevenueColumnAmt
Related Or Exempt Func Income$251,336RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$32,490ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,347,176OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$155,925,006TotalRevenueColumnAmt
Related Or Exempt Func Income$147,781,150RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$29,790UnrelatedBusinessRevenueAmt
Exclusion$5,347,576ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$501,053TotalAmt
Program Services$501,053ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,894,685TotalAmt
Program Services$4,253,933ProgramServicesAmt
Management And General$640,752ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$62,506,508TotalAmt
Program Services$53,738,233ProgramServicesAmt
Management And General$8,768,275ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,248,497TotalAmt
Program Services$1,086,725ProgramServicesAmt
Management And General$161,772ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,659,806TotalAmt
Program Services$5,643,631ProgramServicesAmt
Management And General$16,175ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,811,702TotalAmt
Program Services$5,077,213ProgramServicesAmt
Management And General$734,489ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$333,618TotalAmt
Management And General$333,618ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$164,974TotalAmt
Management And General$164,974ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$71,661TotalAmt
Management And General$71,661ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,214,560TotalAmt
Program Services$1,430,649ProgramServicesAmt
Management And General$783,911ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$616,041TotalAmt
Program Services$121,102ProgramServicesAmt
Management And General$494,939ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,036,189TotalAmt
Program Services$834,752ProgramServicesAmt
Management And General$201,437ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$654,729TotalAmt
Program Services$79,707ProgramServicesAmt
Management And General$575,022ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,323,085TotalAmt
Program Services$1,471,257ProgramServicesAmt
Management And General$2,851,828ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$827,698TotalAmt
Program Services$750,298ProgramServicesAmt
Management And General$77,400ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$188,961TotalAmt
Program Services$170,646ProgramServicesAmt
Management And General$18,315ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,603,392TotalAmt
Program Services$6,258,219ProgramServicesAmt
Management And General$2,345,173ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,124,157TotalAmt
Program Services$1,124,157ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Supplies$33,231,313$33,231,313
Equipment Repair$4,983,512$2,630,266$2,353,246
Motor Vehicles$2,938,424$2,852,421$86,003
Donor Recognition$2,571,226$2,450,679$120,547

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,227,279TotalAmt
Program Services$3,831,682ProgramServicesAmt
Management And General$1,395,597ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$149,733,070TotalAmt
Program Services$127,537,936ProgramServicesAmt
Management And General$22,195,134ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,967BOYAmt
EOY$1,967EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$24,454,658BOYAmt
EOY$29,514,502EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$21,865,672BOYAmt
EOY$19,406,208EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$749,402BOYAmt
EOY$732,173EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$6,994,205BOYAmt
EOY$6,002,027EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,930,571BOYAmt
EOY$2,486,647EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$102,682,106LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$57,820,878LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$41,896,780BOYAmt
EOY$44,861,228EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,877,829BOYAmt
EOY$3,440,323EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,339,846BOYAmt
EOY$13,498,886EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$115,110,930BOYAmt
EOY$119,943,961EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,261,442BOYAmt
EOY$17,055,503EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$6,248,747BOYAmt
EOY$5,869,118EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,543,603BOYAmt
EOY$4,262,471EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$26,053,792BOYAmt
EOY$27,187,092EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$89,057,138BOYAmt
EOY$92,652,768EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$104,101EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$89,057,138BOYAmt
EOY$92,756,869EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$115,110,930BOYAmt
EOY$119,943,961EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,191,936ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,492,205NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,199,773CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$528,062CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$311,891CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,401,197CurrentTaxYearMinus1YearAmt
Current Tax Year$2,766,490CurrentTaxYearAmt
Total$6,207,413TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$143,398,013CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$134,322,220CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$136,109,423CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$142,592,520CurrentTaxYearMinus1YearAmt
Current Tax Year$147,781,150CurrentTaxYearAmt
Total$704,203,326TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$144,597,786CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$134,850,282CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$136,421,314CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$143,993,717CurrentTaxYearMinus1YearAmt
Current Tax Year$150,547,640CurrentTaxYearAmt
Total$710,410,739TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,750CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,900CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,050CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,350CurrentTaxYearMinus1YearAmt
Current Tax Year$14,680CurrentTaxYearAmt
Total$56,730TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,824,363CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,005,638CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,350,362CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,345,440CurrentTaxYearMinus1YearAmt
Current Tax Year$57,911,624CurrentTaxYearAmt
Total$271,437,427TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,831,113CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,009,538CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,367,412CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,359,790CurrentTaxYearMinus1YearAmt
Current Tax Year$57,926,304CurrentTaxYearAmt
Total$271,494,157TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$438,916,582PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,293CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$109,730CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,210,143CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,354,697CurrentTaxYearMinus1YearAmt
Current Tax Year$899,222CurrentTaxYearAmt
Total$3,609,085TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,293CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$109,730CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,210,143CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,354,697CurrentTaxYearMinus1YearAmt
Current Tax Year$899,222CurrentTaxYearAmt
Total$3,609,085TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$77,622CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,574CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,065CurrentTaxYearMinus1YearAmt
Current Tax Year$29,790CurrentTaxYearAmt
Total$142,051TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$90,449CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,601CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$100,965CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$152,969CurrentTaxYearMinus1YearAmt
Current Tax Year$121,215CurrentTaxYearAmt
Total$508,199TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$144,801,150CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$135,011,187CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$137,732,422CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$145,527,448CurrentTaxYearMinus1YearAmt
Current Tax Year$151,597,867CurrentTaxYearAmt
Total$714,670,074TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.61415PublicSupportCY509Pct
Public Support PY5090.60831PublicSupportPY509Pct
Investment Income CY0.01InvestmentIncomeCYPct
Investment Income PY0.0InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part III, Line 12 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - REBATES, COLUMN A - 86881.0, COLUMN B - 18552.0, COLUMN C - 10390.0, COLUMN D - 10369.0, COLUMN E - 3784.0, COLUMN F - 129976.0; DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 3568.0, COLUMN B - 24049.0, COLUMN C - 90575.0, COLUMN D - 142600.0, COLUMN E - 117431.0, COLUMN F - 378223.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,511,593OtherCostOrOtherBasisAmt
Book Value$1,511,593BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,793,993OtherCostOrOtherBasisAmt
Depreciation$11,146,003DepreciationAmt
Book Value$12,647,990BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,030,518OtherCostOrOtherBasisAmt
Depreciation$15,809,261DepreciationAmt
Book Value$11,221,257BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,872,419OtherCostOrOtherBasisAmt
Depreciation$30,865,614DepreciationAmt
Book Value$14,006,805BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,473,583OtherCostOrOtherBasisAmt
Book Value$5,473,583BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$44,861,228TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
FUNDS HELD BY COMMUNITY FOUNDATION$8,529,165
OTHER INVESTMENTS$622,737
DEPOSITS$44,642
OPERATING LEASE RIGHT-OF-USE ASSETS$4,302,342
FieldValueIRS element (for citing)
Total Book Value Other Assets$13,498,886TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Federal Income Taxes
LEASE LIABILITIES$4,262,471
FieldValueIRS element (for citing)
Total Liability$4,262,471TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteFormAndLineReferenceDesc
ExplanationTHE COMPANY 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 THAN LIKELY 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. THE COMPANY 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 COMPANY HAS DETERMINED THAT THERE ARE NO OTHER MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Global Blood Fund
1001 N Lincoln BlvdOklahoma CityOK73104392071848501(c)(3)$293,643This charity (of which OBI is the sole member) has a mission to improve transfusion care in the developing world. This is considered a natural extension of OBI's purpose to save patient lives through blood products provided in our local settings. Donations provided are the result of blood donors choosing to forego receiving a t-shit after completing a donation and are made at a rate less than the cost of the t-shirt.
Oklahoma City Museum of Art
415 Couch DrOklahoma CityOK73102730528431501(c)(3)$5,000Help promote the arts in the community.
Regional Food Bank of Oklahoma
PO Box 270968Oklahoma CityOK73137731100380501(c)(3)$5,620To help prevent hunger in the community.
St Anthony's Foundation
10101 Woodfield LnSt LouisMO63132736104300501(c)(3)$10,000To support patients in SSM Health Care of Oklahoma hospitals, healthplexes and clinics.
Tulsa Regional Chamber - Tulsa's Future
One West Third St 100TulsaOK74103237033283501(c)(3)$10,000THE MISSION IS TO SUPPORT THE TULSA REGIONAL CHAMBER OF COMMERCE IN LESSENING THE BURDENS OF THE MUNICIPAL GOVERNMENT OF THE CITY OF TULSA AS THE CITY ENDEAVORS TO IMPROVE ECONOMIC GROWTH IN THE TULSA METRO AREA.
United Way of Central Oklahoma
PO Box 248919Oklahoma CityOK73124730589829501(c)(3)$12,436THIS CHARITY IS COMMITTED TO IMPROVING THE HEALTH, SAFETY, EDUCATION, AND ECONOMIC WELL-BEING OF INDIVIDUALS AND FAMILIES IN NEED IN CENTRAL OKLAHOMA BY CONNECTING COMMUNITY RESOURCES WITH RESPONSIVE AND ACCOUNTABLE HEALTH AND HUMAN SERVICES AGENCIES. OBI PROVIDED FUNDS TO HELP FURTHER THIS MISSION IN OUR LOCAL AREA.
Oklahoma County Medical Society
313 N E 50THOklahoma CityOK73105730381790501(c)(6)$10,000PROMOTE MEDICAL SCIENCE IN OKLAHOMA COUNTY.SUITE 2
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationDISTRIBUTIONS WILL BE MADE ONLY TO ESTABLISHED EXEMPT ORGANIZATIONS, RELYING ON THE REPORTS THAT SUCH ORGANIZATIONS PROVIDE. THE ORGANIZATION KEEPS RECORDS OF ALL DISTRIBUTIONS MADE AND REQUIRE APPROPRIATE ACKNOWLEDGMENT FROM ALL ORGANIZATIONS TO WHOM IT RENDERS ASSISTANCE REGARDING THE USE OF FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
John B Armitage MD
President & CEO$743,992$0$81,000$0$6,000$0$49,200$0$30,713$0$910,905$0$0$0
Randall G Stark
Treasurer & CFO$300,164$0$10,500$0$0$0$24,900$0$25,221$0$360,785$0$0$0
Walter J Linz
Chief Medical Officer$410,266$0$41,500$0$0$0$104,900$0$16,586$0$573,252$0$0$0
Kimberly J Van Antwerpen
Chief Operations Officer$305,410$0$6,000$0$0$0$24,900$0$12,647$0$348,957$0$0$0
Charles Mooney
Vice Pres-Bio Development$222,923$0$1,000$0$0$0$18,253$0$43,337$0$285,513$0$0$0
Tamara J Kirkwood
Vice Pres-CR & DR$219,318$0$1,000$0$0$0$16,427$0$13,507$0$250,252$0$0$0
Laura S McClannan
Vice Pres-Quality Mgmt$210,634$0$9,000$0$0$0$16,187$0$12,406$0$248,227$0$0$0
John N Marcellus
Chief Information Officer$208,642$0$5,500$0$0$0$21,307$0$31,036$0$266,485$0$0$0
Terry Ridenour
Vice Pres-Center Admin & Ops$204,699$0$3,500$0$0$0$16,040$0$14,761$0$239,000$0$0$0
Marlena E Frye
Vice Pres-Donor Services$168,408$0$1,000$0$0$0$14,156$0$29,121$0$212,685$0$0$0
Jason L Padgham
Vice Pres-Technical Operations (END: 5/3/24)$83,255$0$3,500$0$56,609$0$5,550$0$12,359$0$161,273$0$0$0
Michael E Stevenson
Medical Director$270,367$0$1,000$0$0$0$17,548$0$11,507$0$300,422$0$0$0
Joseph R McNeil
Vice Pres-Human Resources$181,846$0$1,500$0$0$0$15,457$0$24,757$0$223,560$0$0$0
Tara N Scott
Vice Pres-Marketing & Communications$180,649$0$2,000$0$0$0$15,123$0$26,328$0$224,100$0$0$0
Justin R Redwine
Chief Technology Officer$180,065$0$1,000$0$0$0$15,418$0$43,286$0$239,769$0$0$0
Andrew Schneider
Associate Vice Pres-Comm Systems$163,305$0$3,000$0$0$0$0$0$27,911$0$194,216$0$0$0
Michelle L Stewart
Controller$159,841$0$5,000$0$0$0$14,167$0$22,031$0$201,039$0$0$0
Brandon Baker
Associate Vice Pres - DR & Center Ops$134,309$0$13,000$0$0$0$0$0$22,868$0$170,177$0$0$0
John E Krischel
Director-Service Delivery$133,479$0$9,000$0$0$0$4,363$0$17,903$0$164,745$0$0$0
Randel Petty
Executive Director-Client Relations$136,657$0$4,500$0$0$0$4,248$0$23,420$0$168,825$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 4a Severance or change-of-control paymentSEVERANCE IS A VOLUNTARY AGREEMENT THAT SET FORTH THE AGREED UPON SEPARATION DATE FOR EMPLOYMENT AND BENEFITS COVERAGE, THE AMOUNT OF PAYMENT, A CONFIDENTIALITY AGREEMENT CONCERNING COMPANY INFORMATION AND MATERIALS, RETURN OF COMPANY MATERIALS, AND COOPERATION CONCERNING BUSINESS MATTERS. THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT IN HIS 2024 TAXABLE COMPENSATION: Jason Padgham = $56,609
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planOKLAHOMA BLOOD INSTITUTE PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR CERTAIN EXECUTIVES. THE FOLLOWING INDIVIDUALS PARTICIPATE IN A 457(F) PLAN: - JOHN B. ARMITAGE, MD - WALTER LINZ, MD - RANDALL STARK - KIMBERLY VAN ANTWERPEN - CHARLES MOONEY, JR . NO PAYMENTS WERE MADE FROM THE PLAN IN 2024. $80,000 WAS DEFERRED FOR WALTER LINZ.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
EMILY S PADGHAM
FAMILY MEMBER OF OFFICER$36,086SALARY/BENEFITSfalse
JILL REDWINE
FAMILY MEMBER OF KEY EMPLOYEE$61,258COMPENSATIONfalse
HANNAH MCNEIL
FAMILY MEMBER OF KEY EMPLOYEE$55,150SALARY/BENEFITSfalse
SARAH MCNEIL
FAMILY MEMBER OF KEY EMPLOYEE$55,744SALARY/BENEFITSfalse
DANIEL MCNEIL
FAMILY MEMBER OF KEY EMPLOYEE$51,418SALARY/BENEFITSfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IVFormAndLineReferenceDesc
ExplanationTHE ABOVE BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS ARE PROVIDED TO OBI AT OR BELOW FAIR VALUE AND ARE IN THE NORMAL COURSE OF BUSINESS. ALL DECISIONS TO ENTER INTO THESE TRANSACTIONS WERE REVIEWED IN ACCORDANCE WITH OUR CONFLICT OF INTEREST POLICY AND THE INTERESTED PERSONS WERE EXCLUDED FROM THE DECISION MAKING PROCESS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 501,053 including grants of $ 501,053)(Revenue $ 2,062,730) THESE OTHER PROGRAM SERVICES ARE BLOOD PRODUCT DERIVATIVES. DERIVATIVES ARE A PRODUCT MANUFACTURED FROM A RAW MATERIAL BYPRODUCT OF BLOOD COLLECTION. OBI COLLECTS THIS MATERIAL, WHICH IS UNUSABLE FOR BLOOD TRANSFUSION, AND DISTRIBUTES THIS BYPRODUCT TO PLASMA MANUFACTURERS WHICH, IN TURN, USE IT IN THE PRODUCTION OF A BIOLOGICAL DRUG. REVENUE FOR THIS PROGRAM IS $363,515 WITH OFFSETTING EXPENSES TOTALING $302,514. THE CELL THERAPY PROGRAM INVOLVES COLLECTIONS OF STEM CELLS AND CORD BLOOD FROM PATIENTS, TESTING, AND MANUFACTURING THE PRODUCTS FOR PATIENT USE. REVENUE FOR THIS PROGRAM IS $473,254 WITH OFFSETTING EXPENSES TOTALING $831,738. OBI MANAGES THE LIFE-SAVING BLOOD DONATIONS OF MORE THAN 200,000 PEOPLE IN THE REGION EACH YEAR. THESE UNITS OF BLOOD ARE EVENTUALLY DELIVERED TO PATIENTS ACROSS THE REGION, BUT NOT BEFORE UNDERGOING AN IMMENSE AMOUNT OF FDA-REGULATED PROCESSING AND TESTING FOR DONOR AND BLOOD RECIPIENT SAFETY. VOLUNTEER BLOOD DONORS GIVE WHAT CAN'T BE CREATED AND PROVIDED BY ANY OTHER MEANS. OBI RECRUITS DONORS AND PROVIDES SKILLED MEDICAL STAFF, TECHNOLOGY, AND FACILITIES TO COLLECT BLOOD FROM DONORS. LAB PROFESSIONALS UNDER THE MEDICAL SUPERVISION OF PHYSICIANS PREPARE THE BLOOD FOR TRANSFUSION AND ADMINISTER MULTIPLE SAFETY TESTS. ALL MUST BE DONE WITH UTMOST URGENCY AND AROUND THE CLOCK SINCE BLOOD HAS A VERY LIMITED TIME FOR USE. OBI ADMINISTERS FIVE LAYERS OF SAFETY PROCEDURES - BLOOD DONOR ELIGIBILITY STANDARDS, INDIVIDUAL SCREENING, LABORATORY TESTING, CONFIDENTIAL EXCLUSION OF DONATIONS AND DONOR RECORD CHECKS. EXTENSIVE COMPLIANCE AND TECHNICAL TENURE ARE REQUIRED TO GET BLOOD FROM A DONOR TO A PATIENT. BLOOD CENTERS ALSO WORK CLOSELY WITH GOVERNMENT AGENCIES AND OTHER ENTITIES ON QUALITY CONTROL AND TRACKING. AN ENTIRE TEAM MANAGES THE SUPPLY LOGISTICS WITH EVERY MEDICAL FACILITY SERVED SO THAT THEY HAVE THE RIGHT BLOOD AT THE RIGHT TIME FOR PATIENTS. THIS CAN FLUCTUATE GREATLY, EVEN WITHIN A FEW HOURS. COURIERS TRAVEL MORE THAN SIX MILLION MILES EACH YEAR TO TRANSPORT DONATED BLOOD TO CENTRAL LABS AND HOSPITALS WITH ACCURACY AND EFFICIENCY, LEAVING NO NEED UNMET, REGARDLESS OF THE SITUATION OR TRAVEL CONDITIONS. HOSPITALS AND PATIENTS ARE NOT CHARGED FOR THE DONATED BLOOD ITSELF. EXPENSES ARE RECOVERED THROUGH A SERVICE FEE FOR EMPLOYEE WAGES, FUEL, VEHICLES, ADVANCED TESTING EQUIPMENT AND BLOOD PROCESSING AS SUMMARIZED ABOVE. OBI'S FEES AND QUALITY HAVE MADE IT THE CHOSEN, SOLE SUPPLIER FOR MORE THAN 90 PERCENT OF OKLAHOMA'S BLOOD SUPPLY, AS WELL AS MORE THAN 40 ARKANSAS HOSPITALS, EIGHT HOSPITALS IN THE TEXOMA REGION AND MOST HOSPITALS IN THE TEXAS HIGH PLAINS REGION. IT REQUIRES 24/7, 365 DAYS-A-YEAR STAFFING AND OPERATIONS, MUCH LIKE AREA HOSPITALS. IN ADDITION TO THESE SERVICES, OBI PLAYS A CRITICAL ROLE IN TRAUMA CARE. TYPE O WHOLE BLOOD, CONTAINING RED CELLS, PLATELETS, AND PLASMA, IS CRUCIAL IN TRAUMA BECAUSE IT CAN BE SAFELY USED FOR PATIENTS OF ANY BLOOD TYPE. THE IMPORTANCE OF THIS INITIATIVE IS UNDERSCORED BY ITS SUCCESS IN OKLAHOMA CITY, WHERE WHOLE BLOOD WAS INTRODUCED TO EMS IN 2023. FROM ITS LAUNCH IN FEBRUARY 2023 TO JUNE 2024, OKC EMS PROVIDERS HAVE ADMINISTERED WHOLE BLOOD TO 58 PATIENTS ON-SITE BEFORE HOSPITAL ARRIVAL, WITH 48 SURVIVING TO EMERGENCY DEPARTMENT ADMISSION AND 34 EVENTUALLY BEING DISCHARGED.
Form 990, Part VI, Line 1a Material differences in voting rightsTHE MEMBERS OF THE BOARD OF DIRECTORS OF OBI HOLDING COMPANY SHALL ALSO COMPRISE THE EXECUTIVE COMMITTEE OF THE CORPORATION, AND SHALL CONSIST OF THE CHAIRPERSON, VICE CHAIRPERSON, PRESIDENT AND FOUR OTHER MEMBERS OF THE BOARD OF DIRECTORS ELECTED BY A VOTE OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR THE MANAGEMENT OF ALL FUNDS OF THE CORPORATION, SHALL HAVE AUTHORITY TO SUPERVISE, MANAGE, AND DIRECT ALL BUSINESS AFFAIRS OF THE CORPORATION AND SHALL ALSO DETERMINE THE NON-MEDICAL POLICIES OF THE CORPORATION, SUBJECT TO APPROVAL OF THE BOARD OF DIRECTORS.
Form 990, Part VI, Line 6 Classes of members or stockholdersOBI HOLDING COMPANY IS THE SOLE CORPORATE MEMBER OF OKLAHOMA BLOOD INSTITUTE (OBI) AND OBI FOUNDATION. AS SOLE CORPORATE MEMBER, OBI HOLDING COMPANY'S DUTIES INCLUDE (BUT ARE NOT LIMITED TO), ELECTION OF THE BOARD OF DIRECTORS AND PRESIDENT OF OBI. DIRECTORS OF OBI ARE LARGELY ELECTED AT THE ANNUAL MEETING OF THE CORPORATION. TWO DIRECTORS ARE APPOINTED BY TWO UNRELATED ASSOCIATIONS/SOCIETIES. ADDITIONALLY, OFFICERS AND MANAGEMENT OF THE ORGANIZATION ARE VESTED IN THE SAME INDIVIDUALS.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodySEE DISCLOSURE FOR FORM 990, PART VI, SECTION A, LINE 6.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyOBI HAS THE ANNUAL FORM 990 REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IN A JOINT MEETING WITH THE COMPANY'S EXTERNAL AUDITORS PRIOR TO FILING. THE COMMITTEE RECEIVES A COPY OF THE FORM 990 PRIOR TO THE MEETING AND KEY SECTIONS ON GOVERNANCE, POLICIES, COMPENSATION, AND PROGRAM EXPENSES ARE REVIEWED. THE REVIEW IS COMPLETED, AND THE MEETING IS DOCUMENTED WITHIN THE MINUTES, WHICH BECOMES PART OF BOTH COMMITTEES' PERMANENT FILES. AT THE CONCLUSION OF THE REVIEW, THE ENTIRE BOARD IS PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policyOBI'S CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL BOARD MEMBERS AND OFFICERS ON AN ANNUAL BASIS, AND THEY ARE REQUIRED TO SIGN ANNUAL CONFLICT OF INTEREST AND CONFIDENTIALITY STATEMENTS EACH YEAR. EXECUTED COPIES OF THE CONFLICT OF INTEREST AND CONFIDENTIALITY STATEMENTS ARE MAINTAINED IN THE CORPORATE RECORDS AND THE CHAIR OF THE AUDIT/RISK MANAGEMENT COMMITTEE AND EXECUTIVE COMMITTEE ARE INFORMED OF ANY CONFLICTS DISCLOSED. IF A CONFLICT DOES EXIST, THE MEMBER WOULD RECUSE THEMSELVES FROM ANY VOTES OR DISCUSSIONS RELATED TO THE AREA OF CONFLICT. OBI MAINTAINS A CONFIDENTIAL DISCLOSURE HOTLINE AND WEBSITE THAT ALLOWS EMPLOYEES TO ANONYMOUSLY REPORT ANY CONCERNS OR POTENTIAL CONFLICTS OF INTEREST. ALL REPORTS ARE SENT THROUGH THE SENIOR H.R. EMPLOYEE, AND SIGNIFICANT ISSUES ARE FORWARDED TO THE CHAIR OF THE AUDIT/RISK MANAGEMENT COMMITTEE.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialAS LEADERS OF THE STATE'S LARGEST BIOPHARMACEUTICAL ORGANIZATION, A 1000-PLUS STAFF ENTITY, THE ROLES OF CEO AND OTHER PHYSICIANS AND EXECUTIVES REQUIRE A RARE BLEND OF ASTUTE ORGANIZATIONAL LEADERSHIP, VISION, FIDUCIARY MANAGEMENT, ADVANCED MEDICAL SPECIALIZATION, AND EXPERTISE IN THE UNIQUE SCIENTIFIC FIELD OF TRANSFUSION MEDICINE. EXECUTIVES HAVE RESPONSIBILITY FOR 16 OPERATIONAL FACILITIES ACROSS 10 COLLECTION OPERATIONS IN THE REGION AND THE DAY-TO-DAY PROVISION OF A SAFE AND SUFFICIENT BLOOD SUPPLY TO MEET THE NEEDS OF PATIENTS IN MORE THAN 230 HOSPITALS SERVED. THE COMPENSATION OF THE CEO OF OBI IS DETERMINED AND DOCUMENTED BY THE EXECUTIVE COMMITTEE OF THE INDEPENDENT BOARD OF DIRECTORS OF OBI, A RELATED ORGANIZATION, COMPRISED OF COMMUNITY LEADERS, BUSINESS EXECUTIVES AND PHYSICIANS WITH EXEMPLARY ETHICAL AND FIDUCIARY STANDARDS. CEO COMPENSATION IS BASED ON COMPARATIVE SALARY DATA FROM SIMILAR HEALTH CARE ORGANIZATIONS USING IRS FORM 990 AND INDUSTRY SALARY SURVEYS. SIMILARLY, COMPENSATION FOR EXECUTIVES REPORTING TO THE CEO IS PROPOSED BY THE CEO BASED ON COMPARABLE NATIONAL AND LOCAL SALARIES FOR POSITIONS AND APPROVED BY THE EXECUTIVE COMMITTEE. CHANGES TO COMPENSATION ARE REVIEWED AND FORMALLY APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesSEE DISCLOSURE FOR FORM 990, PART VI, LINE 15A.
Form 990, Part VI, Line 19 Required documents available to the publicCOPIES OF THE ORGANIZATION'S FORM 990 AND 990-T ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CONFLICT OF INTEREST, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueMiscellaneous - Total Revenue: 283826, Related or Exempt Function Revenue: 251336, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 32490;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BLOOD INSTITUTE VENTURES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 NORTH LINCOLN BLVDAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73104ZIPCd
FieldValueIRS element (for citing)
EIN274711286EIN
Primary ActivitiesINVESTMENTSPrimaryActivitiesTxt
Legal Domicile StateOKLegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1OBIBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
OKLAHOMA BLOOD INSTITUTE FOUNDATION
1001 NORTH LINCOLN BLVDOKLAHOMA CITYOK73104311721750SUPPORT ORGOK501(c)(3)Type IIOBI HOLDING COMPANYfalse
OBI HOLDING COMPANY
1001 NORTH LINCOLN BLVDOKLAHOMA CITYOK73104731386765HOLDING COOK501(c)(3)Type IINAfalse
GLOBAL BLOOD FUND
1001 NORTH LINCOLN BLVDOKLAHOMA CITYOK73104392071848BLOOD SERVICESOK501(c)(3)7OBI HOLDING COMPANYfalse
ALLIANCE FOR COMMUNITY TRANSFUSION SRV
2205 HIGHWAY 121BEDFORDTX76021454624346EFFICIENCYTX501(c)(3)Type IINAfalse
OKLAHOMA BLOOD INSTITUTE REAL ESTATE
1001 NORTH LINCOLN BLVDOKLAHOMA CITYOK73104731386856REAL ESTATEOK501(c)(25)OBI HOLDING COMPANYfalse
EAST CENTRAL OKLAHOMA BLOOD INSTITUTE
1930 Stonecipher BlvdAdaOK74820030389332SUPPORT ORGOK501(c)(3)Type IOBIYes (true)
SOUTHERN OKLAHOMA BLOOD INSTITUTE
2235 Merrick DriveArdmoreOK73401731541246SUPPORT ORGOK501(c)(3)Type IOBIYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
EAST CENTRAL OKLAHOMA BLOOD INSTITUTE
J$92,184FMV
OKLAHOMA BLOOD INSTITUTE FOUNDATION
C$1,872,180FMV