2026-02-12T13:27:01+00:00 2025-03-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2024-04-01 731008735 Oklahoma Blood Institute OKLA 4052975700 1001 N Lincoln Blvd Oklahoma City OK 731043251 RANDALL STARK CFO/TREASURER 4052975700 2026-02-12 true Andrew Gray P01517705 9727028262 2026-02-16 2024 2025-03-06 01:10:19Z John B Armitage MD 1001 N Lincoln Blvd Oklahoma City OK 73104 156637640 false X www.obi.org X 1977 OK TO BE THE DONOR TO PATIENT LIFELINE BY MEETING BLOOD TRANSFUSION AND HEALTH CARE NEEDS. 24 18 1406 4350 29790 25811 1401197 2766490 141199222 146555189 2029580 5226361 1572332 1376966 146202331 155925006 347287 501053 0 0 76174697 80121198 0 0 0 63985335 69110819 140507319 149733070 5695012 6191936 115110930 119943961 26053792 27187092 89057138 92756869 X OKLAHOMA 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. false false 113141077 128548433 SERVICE 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. 10562469 10216229 TESTING 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. 3333337 6953758 PATIENT 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. 501053 501053 2062730 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. 501053 501053 2062730 127537936 true true false false false false false false false false true false false true true true false true false false false false false false false false false true false true false false false false false false false false true false false false false false true true true true false false true 160 0 true 1406 true true true false false false false false false false false false false false X 24 18 false false false false true true false true true false false false true true true true true true true true false false OK X RANDALL STARK 4052975509 1001 N LINCOLN BLVD OKLAHOMA CITY OK 73104 David R Carpenter Board Vice Chairman 3.0 2.0 X X 0 0 0 John B Armitage MD President & CEO 50.0 9.0 X X 830992 0 79913 Randall G Stark Treasurer & CFO 50.0 9.0 X X 310664 0 50121 Richard Boatsman MD Board Chairman 3.0 3.0 X X 0 0 0 Craig Sperry Director 1.0 0 X 0 0 0 David A Flack Director 1.0 0 X 0 0 0 Evan Vincent Director 1.0 1.0 X 12000 0 0 Frank Barnett Director 1.0 0 X 0 0 0 Garland Wilkinson Director 2.0 0 X 0 0 0 Gary L Patzkowsky DO Director 1.0 1.0 X 0 0 0 Gary Mitchell Director 1.0 0 X 0 0 0 Henry J Hood Director 1.0 1.0 X 12000 0 0 Jay A Gregory Director 1.0 0 X 0 0 0 Joe M Hodges Director 2.0 0 X 1500 0 0 Judy G Parker Director 1.0 2.0 X 0 0 0 Kristi R Weaber Director 2.0 0 X 0 0 0 Kym Koch-Thompson Director 1.0 0 X 0 0 0 Larry Bookman MD Director 3.0 2.0 X 12000 0 0 Michelle Powers Director 1.0 0 X 0 0 0 Paul Stout Director 1.0 0 X 0 0 0 Randal C Juengel MD Director 2.0 3.0 X 12000 0 0 Scott Calhoon Director 2.0 0 X 0 0 0 Theodore Violett Associate Director 1.0 0 X 0 0 0 W H Oehlert Director 1.0 0 X 0 0 0 Charles Mooney Vice Pres-Bio Development 50.0 0 X 223923 0 61590 Jason L Padgham Vice Pres-Technical Operations (END: 5/3/24) 50.0 0 X 143364 0 17909 John N Marcellus Chief Information Officer 50.0 0 X 214142 0 52343 Kimberly J Van Antwerpen Chief Operations Officer 50.0 0 X 311410 0 37547 Laura S McClannan Vice Pres-Quality Mgmt 50.0 0 X 219634 0 28593 Marlena E Frye Vice Pres-Donor Services 50.0 0 X 169408 0 43277 Tamara J Kirkwood Vice Pres-CR & DR 50.0 0 X 220318 0 29934 Terry Ridenour Vice Pres-Center Admin & Ops 50.0 0 X 208199 0 30801 Walter J Linz Chief Medical Officer 50.0 0 X 451766 0 121486 Joseph R McNeil Vice Pres-Human Resources 50.0 0 X 183346 0 40214 Justin R Redwine Chief Technology Officer 50.0 0 X 181065 0 58704 Michael E Stevenson Medical Director 50.0 0 X 271367 0 29055 Tara N Scott Vice Pres-Marketing & Communications 50.0 0 X 182649 0 41451 Andrew Schneider Associate Vice Pres-Comm Systems 50.0 0 X 166305 0 27911 Brandon Baker Associate Vice Pres - DR & Center Ops 50.0 0 X 147309 0 22868 John E Krischel Director-Service Delivery 50.0 0 X 142479 0 22266 Michelle L Stewart Controller 50.0 0 X 164841 0 36198 Randel Petty Executive Director-Client Relations 50.0 0 X 141157 0 27668 4933838 0 859849 89 false true false GROTE CASTON CM 6701 N CLASSEN BLVD Oklahoma City OK 73116 CONSTRUCTION CONTRACTOR 4547296 BLUE CROSS BLUE SHIELD PO BOX 60545 OKLAHOMA CITY OK 73146 TPA - HEALTH PLAN ADMINISTRATION 1361370 STANDLEY SYSTEMS 528 W IOWA CHICKASHA OK 73018 DOCUMENT MANAGEMENT 388388 UNITED MECHANICAL SERVICE INC 117 NE 38TH TERRACE Oklahoma City OK 73105 FACILITY MAINTENANCE 344746 R-E SOLUTIONS 7300 MELROSE LN Oklahoma City OK 73127 PROMOTIONAL SERVICES 340264 17 1872180 445317 448993 2766490 SERVICE FEES 621511 128548433 128548433 LABORATORY FEES 621511 10216229 10216229 PATIENT CARE SERVICE FEES 621511 6953758 6953758 CELL THERAPY 621511 473254 473254 DERIVATIVES 621511 363515 363515 0 0 0 0 146555189 899222 899222 273584 243794 29790 0 29790 29790 4696469 99510 436397 32443 4260072 67067 4327139 4327139 AOU Reimbursement 900099 707844 622903 84941 Freight Reimbursed 900099 231127 231127 Rebates 900099 124379 120595 3784 283826 251336 0 32490 1347176 155925006 147781150 29790 5347576 501053 501053 4894685 4253933 640752 0 0 0 62506508 53738233 8768275 1248497 1086725 161772 5659806 5643631 16175 5811702 5077213 734489 333618 333618 164974 164974 71661 71661 2214560 1430649 783911 0 616041 121102 494939 1036189 834752 201437 654729 79707 575022 4323085 1471257 2851828 827698 750298 77400 188961 170646 18315 8603392 6258219 2345173 1124157 1124157 Supplies 33231313 33231313 Equipment Repair 4983512 2630266 2353246 Motor Vehicles 2938424 2852421 86003 Donor Recognition 2571226 2450679 120547 5227279 3831682 1395597 0 149733070 127537936 22195134 0 1967 1967 24454658 29514502 21865672 19406208 0 0 0 0 749402 732173 6994205 6002027 1930571 2486647 102682106 57820878 41896780 44861228 3877829 3440323 0 0 13339846 13498886 115110930 119943961 15261442 17055503 0 0 6248747 5869118 4543603 4262471 26053792 27187092 X 89057138 92652768 0 104101 89057138 92756869 115110930 119943961 6191936 -2492205 0 X false true true true true X 1199773 528062 311891 1401197 2766490 6207413 143398013 134322220 136109423 142592520 147781150 704203326 0 0 0 144597786 134850282 136421314 143993717 150547640 710410739 6750 3900 17050 14350 14680 56730 43824363 54005638 57350362 58345440 57911624 271437427 43831113 54009538 57367412 58359790 57926304 271494157 438916582 35293 109730 1210143 1354697 899222 3609085 0 35293 109730 1210143 1354697 899222 3609085 77622 8574 0 26065 29790 142051 90449 42601 100965 152969 121215 508199 144801150 135011187 137732422 145527448 151597867 714670074 0.61415 0.60831 0.01 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - 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; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1511593 1511593 23793993 11146003 12647990 27030518 15809261 11221257 44872419 30865614 14006805 5473583 5473583 44861228 FUNDS HELD BY COMMUNITY FOUNDATION 8529165 OTHER INVESTMENTS 622737 DEPOSITS 44642 OPERATING LEASE RIGHT-OF-USE ASSETS 4302342 13498886 Federal Income Taxes LEASE LIABILITIES 4262471 4262471 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE 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. true Global Blood Fund 1001 N Lincoln Blvd Oklahoma City OK 73104 392071848 501(c)(3) 293643 This 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 Dr Oklahoma City OK 73102 730528431 501(c)(3) 5000 Help promote the arts in the community. Regional Food Bank of Oklahoma PO Box 270968 Oklahoma City OK 73137 731100380 501(c)(3) 5620 To help prevent hunger in the community. St Anthony's Foundation 10101 Woodfield Ln St Louis MO 63132 736104300 501(c)(3) 10000 To support patients in SSM Health Care of Oklahoma hospitals, healthplexes and clinics. Tulsa Regional Chamber - Tulsa's Future One West Third St 100 Tulsa OK 74103 237033283 501(c)(3) 10000 THE 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 248919 Oklahoma City OK 73124 730589829 501(c)(3) 12436 THIS 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 50TH SUITE 2 Oklahoma City OK 73105 730381790 501(c)(6) 10000 PROMOTE MEDICAL SCIENCE IN OKLAHOMA COUNTY. 6 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds DISTRIBUTIONS 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. X X X true true false false false false false false false John B Armitage MD President & CEO 743992 0 81000 0 6000 0 49200 0 30713 0 910905 0 0 0 Randall G Stark Treasurer & CFO 300164 0 10500 0 0 0 24900 0 25221 0 360785 0 0 0 Walter J Linz Chief Medical Officer 410266 0 41500 0 0 0 104900 0 16586 0 573252 0 0 0 Kimberly J Van Antwerpen Chief Operations Officer 305410 0 6000 0 0 0 24900 0 12647 0 348957 0 0 0 Charles Mooney Vice Pres-Bio Development 222923 0 1000 0 0 0 18253 0 43337 0 285513 0 0 0 Tamara J Kirkwood Vice Pres-CR & DR 219318 0 1000 0 0 0 16427 0 13507 0 250252 0 0 0 Laura S McClannan Vice Pres-Quality Mgmt 210634 0 9000 0 0 0 16187 0 12406 0 248227 0 0 0 John N Marcellus Chief Information Officer 208642 0 5500 0 0 0 21307 0 31036 0 266485 0 0 0 Terry Ridenour Vice Pres-Center Admin & Ops 204699 0 3500 0 0 0 16040 0 14761 0 239000 0 0 0 Marlena E Frye Vice Pres-Donor Services 168408 0 1000 0 0 0 14156 0 29121 0 212685 0 0 0 Jason L Padgham Vice Pres-Technical Operations (END: 5/3/24) 83255 0 3500 0 56609 0 5550 0 12359 0 161273 0 0 0 Michael E Stevenson Medical Director 270367 0 1000 0 0 0 17548 0 11507 0 300422 0 0 0 Joseph R McNeil Vice Pres-Human Resources 181846 0 1500 0 0 0 15457 0 24757 0 223560 0 0 0 Tara N Scott Vice Pres-Marketing & Communications 180649 0 2000 0 0 0 15123 0 26328 0 224100 0 0 0 Justin R Redwine Chief Technology Officer 180065 0 1000 0 0 0 15418 0 43286 0 239769 0 0 0 Andrew Schneider Associate Vice Pres-Comm Systems 163305 0 3000 0 0 0 0 0 27911 0 194216 0 0 0 Michelle L Stewart Controller 159841 0 5000 0 0 0 14167 0 22031 0 201039 0 0 0 Brandon Baker Associate Vice Pres - DR & Center Ops 134309 0 13000 0 0 0 0 0 22868 0 170177 0 0 0 John E Krischel Director-Service Delivery 133479 0 9000 0 0 0 4363 0 17903 0 164745 0 0 0 Randel Petty Executive Director-Client Relations 136657 0 4500 0 0 0 4248 0 23420 0 168825 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment SEVERANCE 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 plan OKLAHOMA 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. EMILY S PADGHAM FAMILY MEMBER OF OFFICER 36086 SALARY/BENEFITS false JILL REDWINE FAMILY MEMBER OF KEY EMPLOYEE 61258 COMPENSATION false HANNAH MCNEIL FAMILY MEMBER OF KEY EMPLOYEE 55150 SALARY/BENEFITS false SARAH MCNEIL FAMILY MEMBER OF KEY EMPLOYEE 55744 SALARY/BENEFITS false DANIEL MCNEIL FAMILY MEMBER OF KEY EMPLOYEE 51418 SALARY/BENEFITS false Schedule L, Part IV THE 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. 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 rights THE 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 stockholders OBI 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 body SEE DISCLOSURE FOR FORM 990, PART VI, SECTION A, LINE 6. Form 990, Part VI, Line 11b Review of form 990 by governing body OBI 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 policy OBI'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 official AS 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 employees SEE DISCLOSURE FOR FORM 990, PART VI, LINE 15A. Form 990, Part VI, Line 19 Required documents available to the public COPIES 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 Revenue Miscellaneous - Total Revenue: 283826, Related or Exempt Function Revenue: 251336, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 32490; BLOOD INSTITUTE VENTURES LLC 1001 NORTH LINCOLN BLVD OKLAHOMA CITY OK 73104 274711286 INVESTMENTS OK 0 0 OBI OKLAHOMA BLOOD INSTITUTE FOUNDATION 1001 NORTH LINCOLN BLVD OKLAHOMA CITY OK 73104 311721750 SUPPORT ORG OK 501(c)(3) Type II OBI HOLDING COMPANY false OBI HOLDING COMPANY 1001 NORTH LINCOLN BLVD OKLAHOMA CITY OK 73104 731386765 HOLDING CO OK 501(c)(3) Type II NA false GLOBAL BLOOD FUND 1001 NORTH LINCOLN BLVD OKLAHOMA CITY OK 73104 392071848 BLOOD SERVICES OK 501(c)(3) 7 OBI HOLDING COMPANY false ALLIANCE FOR COMMUNITY TRANSFUSION SRV 2205 HIGHWAY 121 BEDFORD TX 76021 454624346 EFFICIENCY TX 501(c)(3) Type II NA false OKLAHOMA BLOOD INSTITUTE REAL ESTATE 1001 NORTH LINCOLN BLVD OKLAHOMA CITY OK 73104 731386856 REAL ESTATE OK 501(c)(25) OBI HOLDING COMPANY false EAST CENTRAL OKLAHOMA BLOOD INSTITUTE 1930 Stonecipher Blvd Ada OK 74820 030389332 SUPPORT ORG OK 501(c)(3) Type I OBI true SOUTHERN OKLAHOMA BLOOD INSTITUTE 2235 Merrick Drive Ardmore OK 73401 731541246 SUPPORT ORG OK 501(c)(3) Type I OBI true false true true false false false false false false true false false false true true true false false false EAST CENTRAL OKLAHOMA BLOOD INSTITUTE J 92184 FMV OKLAHOMA BLOOD INSTITUTE FOUNDATION C 1872180 FMV