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ASC 740 FOOTNOTE SCHEDULE D, PART X, LINE 2 AT DECEMBER 31, 2011 AND 2010, THE COMPANY EVALUATED WHETHER IT HAD UNCERTAIN TAX POSITIONS THAT SHOULD BE RECOGNIZED OR DERECOGNIZED BASED ON A 'MORE LIKELY THAN NOT' THRESHOLD FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING THOSE TAX POSITIONS THAT WOULD NOT BE SUSTAINED UPON EXAMINATION IN ACCORDANCE WITH GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE IMPLEMENTATION HAD NO IMPACT ON THE COMPANY'S FINANCIAL POSITION OR OPERATIONS FOR THE YEARS ENDED DECEMBER 31, 2011 AND DECEMBER 31, 2010. AS OF DECEMBER 31, 2011 AND 2010, THE COMPANY HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS THAT WOULD BE EVALUATED UNDER THIS GUIDANCE. Central America and the Caribbean 0 0 Program Services CAPTIVE INSURANCE 3621646 0 0 0 0 3621646 3621646 true false true false false false true AABB 8101 GLENBROOK ROAD BETHESDA MD 208142748 362384118 501(C)(3) 15000 BIOVIGILANCE CONTRIBUTION AMERICAN RED CROSS 430 17TH STNW RMGL63A WASHINGTON DC 20006 530196605 501(C)(3) 20000 JAPAN EARTHQUAKE/TSUMANI CALIFORNIA BLOOD BANK SOCIETY 915 L STREET PMB-C416 SACRAMENTO CA 95814 941294901 501(C)(3) 5195 CTS CONTRIBUTION CBBS WEBSITE CENTRAL NEW MEXICO COMMUNITY COLLEGE FDN 525 BUENA VISTA SE ALBUQUERQUE NM 87106 850338623 501(C)(3) 5633 HERO SQ SEPT FLIGHTS FOR LIFE PO BOX 26485 PHOENIX AZ 85068 742453899 501(C)(3) 16000 3RD QTR DONATIONS FOUNDATION FOR BLIND CHILDREN 1235 E HARMONT DRIVE PHOENIX AZ 85020 860129981 501(C)(3) 8500 TABLE SPONSOR/NIGHT FOR SIGHT/SPONSOR JUNIOR ACHIEVEMENT 636 WEST SOUTHERN AVE TEMPE AZ 852824538 860184349 501(C)(3) 5200 PROGRAM SUPPORT JUVENILE DIABETES RESEARCH FOUNDATION 4343 E CAMELBACK RD SUITE C2 PHOENIX AZ 85018 231907729 501(C)(3) 10000 9TH ANNUAL JDRF GOLF BENEFIT/TABLE SPONSOR NATIONAL BLOOD FOUNDATION 8101 GLENBROOK ROAD BETHESDA MD 20814 522059102 501(C)(3) 105000 2011 CONTRIBUTION NEW MEXICO SCHOOL FOR THE BLIND VISUALLY 801 STEHPEN MOODY DR ALBUQUERQUE NM 87123 850298659 501(C)(3) 5238 HERO SQUARE PROGRAM SPECIAL OLYMPICS NEW MEXICO 6600 PALOMAS AVE NE ALBUQUERQUE NM 87109 850268084 501(C)(3) 5410 AUG 2011 HERO SQUARED AGENCY UNITED WAY OF CENTRAL NM 2340 ALAMO AVE SE ALBUQUERQUE NM 87106 850277138 501(C)(3) 45000 CORPORATE CORNER STONE 12 0 SPONSORSHIPS AND DONATIONS SCHEDULE I, PART I, LINE 2 SPONSORSHIPS AND DONATIONS TO OTHER TAX-EXEMPT ENTITIES ARE MADE IN SUPPORT OF THEIR MISSIONS AND ARE MONITORED VIA THE GOVERNANCE PRACTICES OF THOSE ENTITIES. X X X X false true false false false false false true false J DANIEL CONNOR 547122 0 132480 0 25208 0 174982 0 5854 0 885646 0 0 0 SUSAN BARNES 272055 0 64500 0 27200 0 68799 0 1444 0 433998 0 0 0 SALLY CAGLIOTI 282488 0 82770 0 10700 0 84888 0 1468 0 462314 0 0 0 PATRICK MCEVOY 350884 0 71370 0 27200 0 71024 0 3292 0 523770 0 0 0 PETER TOMASULO MD 425739 0 94500 0 27200 0 34673 0 4281 0 586393 0 0 0 SCOTT NELSON 245442 0 59510 0 27200 0 41652 0 6336 0 380140 0 0 0 PATRICK HOLT 282259 0 75650 0 10700 0 28382 0 3994 0 400985 0 0 0 MICHAEL BUSCH MD 360509 0 89400 0 26100 0 52884 0 3094 0 531987 0 0 0 JONATHAN HARBER 196549 0 51140 0 7385 0 14568 0 3191 0 272833 0 0 0 DENNIS HARPOOL 194752 0 44900 0 9600 0 15530 0 3926 0 268708 0 0 0 MICHAEL HAYWARD 197563 0 37000 0 9600 0 14929 0 6260 0 265352 0 0 0 HANY KAMEL MD 289697 0 71040 0 9600 0 72319 0 4769 0 447425 0 0 0 LINDA MATTHEWS 216003 0 57790 0 26100 0 23506 0 1360 0 324759 0 0 0 FRANK NIZZI 301188 0 79870 0 9600 0 26857 0 4797 0 422312 0 0 0 LARRY REESE 222443 0 50080 0 9600 0 24023 0 3132 0 309278 0 0 0 EUGENE ROBERTSON 214836 0 61030 0 19975 0 29700 0 6324 0 331865 0 0 0 DARYL STENSGAARD 172147 0 40040 0 26100 0 13581 0 1223 0 253091 0 0 0 MARY BETH BASSETT 266472 0 65200 0 26100 0 47291 0 1415 0 406478 0 0 0 PAULA VILLALOBOS 173301 0 39420 0 9600 0 10554 0 1845 0 234720 0 0 0 LEON SU 261866 0 21370 0 0 0 15925 0 6313 0 305474 0 0 0 MARY TOWNSEND 254866 0 0 0 0 0 13044 0 6390 0 274300 0 0 0 BRIAN CUSTER 282289 0 9500 0 0 0 13661 0 2915 0 308365 0 0 0 MEHRABOON IRANI 271699 0 12500 0 0 0 12250 0 4075 0 300524 0 0 0 BEATA KWIATKOWSKA 255355 0 15800 0 0 0 15925 0 4312 0 291392 0 0 0 SUPPLEMENTAL COMPENSATION INFORMATION SCHEDULE J, PART I, LINE 4B BLOOD SYSTEMS, INC. SPONSORS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), COVERING SELECTED EXECUTIVES, AS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE SERP PROVIDES FOR A LUMP SUM PAYMENT TO EACH EXECUTIVE AT VESTING DATE, AS DEFINED IN THE SERP AGREEMENT. THE FOLLOWING INDIVIDUALS, REPORTED IN 990, PART VII, PARTICIPATED IN THE PLAN AND HAD THE FOLLOWING AMOUNTS DEFERRED DURING THE CURRENT YEAR: J. DANIEL CONNOR - $159,057 PATRICK MCEVOY - $55,099 SALLY CAGLIOTI - $76,313 SUSAN BARNES - $52,874 PAT HOLT - $12,457 SCOTT NELSON - $25,727 MICHAEL BUSCH - $37,276 LINDA MATTHEWS - $7,585 HANY KAML - $56,891 MARY BETH BASSETT - $ 31,366 LARRY REESE - $ 9,851 EUGENE ROBERTSON - $ 13,775 FRANK NIZZI - $ 12,037 PETER TOMASULO - $ 18,748 NON-FIXED PAYMENTS SCHEDULE J, PART I, LINE 7 BLOOD SYSTEMS HAS AN INCENTIVE BONUS PLAN FOR MANAGEMENT AND EXECUTIVES. AWARDS UNDER THE PROGRAM ARE AT THE DISCRETION OF THE BOARD OF TRUSTEES. THE PLAN MEASURES PERFORMANCE AGAINST MULTIPLE METRICS WHICH CARRY VARIOUS WEIGHTINGS, THE MOST HEAVILY WEIGHTED BEING QUALITY, SAFETY AND CUSTOMER SERVICE. TO ASSURE FINANCIAL STABILITY OF THE COMPANY, ONE OF THE METRICS IS ALSO A MEASUREMENT OF NET MARGIN FINANCIAL PERFORMANCE AS A PERCENT OF REVENUES. ARIZONA HEALTH FACILITIES AUTHORITY 860453292 040507FGS 2004-12-23 54833136 SEE SCHEDULE O false false false 0 0 54833136 4513297 0 0 1100963 0 0 33634272 17510999 0 2005 true false true true false false false true false 0.00000 0.01000 0.01000 true false false false 0 false 0 false false X ORRIN H CAMP SPOUSE OF OFFICER 161023 COMPENSATION - BSI EMPLOYEE false X 1 9000 COST/SELLING PRICE X VOUCHERS 36 6798161 COST/SELLING PRICE X PICTURE BOOTH 1 5000 COST/SELLING PRICE 0 false true false ORGANIZATION'S MISSION FORM 990, PART I, LINE 1 AND PART III, LINE 1 THE MISSION OF BLOOD SYSTEMS, INC. ("BSI") IS TO MAKE A DIFFERENCE IN PEOPLE'S LIVES BY BRINGING TOGETHER THE BEST PEOPLE, INSPIRING INDIVIDUALS TO DONATE BLOOD, PRODUCING A SAFE AND AMPLE BLOOD SUPPLY, ADVANCING CUTTING-EDGE RESEARCH AND EMBRACING CONTINUOUS QUALITY IMPROVEMENT. TO FURTHER ITS MISSION, BSI OPERATES 18 COMMUNITY BLOOD CENTERS. THESE CENTERS RECRUIT BLOOD DONORS AND COLLECT, PROCESS AND DISTRIBUTE APPROXIMATELY 1,300,000 BLOOD DONATIONS TO MEET THE BLOOD NEEDS OF PATIENTS IN MORE THAN 500 HOSPITALS THROUGHOUT THE COUNTRY. THE STAFF OF NEARLY 3,400 SERVES A GEOGRAPHIC AREA COVERING ONE-THIRD OF THE UNITED STATES, FROM THE GULF COAST TO CALIFORNIA AND FROM THE CANADIAN BORDER TO MEXICO. BSI IS KNOWN MORE COMMONLY THROUGHOUT THE UNITED STATES BY THE NAME OF ITS BLOOD BANKING DIVISION, UNITED BLOOD SERVICES. BSI IS LICENSED BY THE U.S. FOOD AND DRUG ADMINISTRATION ( "FDA" ) AS A PROVIDER OF BLOOD AND BLOOD SERVICES. THE COMPANY'S THREE OPERATING DIVISIONS ARE: (1) THE BLOOD BANKING DIVISION, WHICH INCLUDES UNITED BLOOD SERVICES; (2) THE BIOCARE DIVISION; AND (3) THE BLOOD SYSTEMS RESEARCH INSTITUTE. THESE OPERATING DIVISIONS ARE UNINCORPORATED DIVISIONS DOING BUSINESS UNDER REGISTERED TRADENAMES AND SERVICE MARKS. BSI CONDUCTS ITS BLOOD BANKING ACTIVITIES THROUGH ITS REGIONAL BLOOD CENTERS LOCATED IN THE FOLLOWING STATES: ALABAMA, ARIZONA, ARKANSAS, CALIFORNIA, COLORADO, LOUISIANA, MISSISSIPPI, MONTANA, NEVADA, NEW MEXICO, NORTH DAKOTA, SOUTH DAKOTA, TEXAS AND WYOMING. THE BIOCARE DIVISION DISTRIBUTES PLASMA-DERIVED PRODUCTS THROUGH HOSPITALS, COMMUNITY BLOOD CENTER LOCATIONS AND ALSO DIRECTLY FROM ITS HEADQUARTERS IN TEMPE, ARIZONA. BLOOD-RELATED RESEARCH IS CONDUCTED AT THE BLOOD SYSTEMS RESEARCH INSTITUTE LOCATED IN SAN FRANCISCO, CALIFORNIA. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINES 4A-D 4A) UNITED BLOOD SERVICES THE BLOOD BANKING DIVISION OPERATES UNDER THE NAME UNITED BLOOD SERVICES (UBS). THE PRIMARY PURPOSE OF UBS IS TO PROVIDE A SAFE AND STABLE SUPPLY OF BLOOD AND BLOOD COMPONENTS TO HOSPITALS AND MEDICAL FACILITIES. THE STRENGTH OF UBS IS THAT IT OPERATES AS LOCAL BLOOD CENTERS THAT ARE PART OF THE COMMUNITY AND YET HAS ACCESS TO A LARGE NETWORKED ORGANIZATION WITH ALL THE ADVANTAGES AND EFFICIENCIES THAT ARE REALIZED THROUGH STANDARDIZATION AND ECONOMIES OF SCALE. UBS COLLECTS BLOOD FROM VOLUNTEER DONORS, PERFORMS SCREENING AND TESTING ON THE DONATED BLOOD, AND PROCESSES THE WHOLE BLOOD INTO BLOOD COMPONENTS SUCH AS RED CELLS, PLATELETS AND PLASMA. BLOOD AND BLOOD COMPONENTS ARE THEN STORED AND DISTRIBUTED TO HOSPITALS AND OTHER HEALTH CARE PROVIDERS. 4B) BIOCARE THE BIOCARE DIVISION PROVIDES PHARMACEUTICAL PRODUCTS, PRIMARILY HUMAN-PLASMA DERIVED PRODUCTS, THAT SERVE AS ADJUNCT THERAPIES IN TRANSFUSION MEDICINE AND HEALTHCARE. PLASMA DERIVATIVES ARE BASICALLY PROTEIN THERAPIES PROVIDED FROM PLASMA LEFT OVER FROM WHOLE BLOOD DONATIONS. EXAMPLES OF SUCH PLASMA DERIVATIVES INCLUDE: INTRAVENOUS IMMUNE GLOBULINS, COAGULATION FACTORS, ALBUMIN AND FIBRIN SEALANTS. THESE PRODUCTS ARE USED AS THERAPIES FOR IMMUNE SYSTEM DISORDERS, BLEEDING DISORDERS AND WOUND MANAGEMENT. 4C) BLOOD SYSTEMS RESEARCH INSTITUTE BLOOD SYSTEMS RESEARCH INSTITUTE ("BSRI") FACILITATES RESEARCH PRIMARILY FUNDED BY EXTRAMURAL GRANTS (NIH AND OTHERS). THE RESEARCH IS IN TRANSFUSION MEDICINE EPIDEMIOLOGY, HEALTH POLICY, VIROLOGY, VIRAL DISCOVERY, THE IMMUNE REACTION TO TRANSFUSION AND TO TRANSFUSION-TRANSMITTED INFECTIOUS AGENTS, CELL THERAPY AND GENETIC EPIDEMIOLOGY. AREAS STUDIED INCLUDE IMPLICATIONS OF RECEIVING COMPONENTS AT DIFFERENT STORAGE AGES; MECHANISM OF VIRUS ENTRY INTO CELLS; HOW TRANSFUSION TRANSMITTED VIRUSES CAUSE SYMPTOMS; THE USE OF COMMERCIALLY AVAILABLE OR LOCALLY-DEVELOPED DONOR TESTS; THE FACTORS LEADING TO CHIMERISM, ETC. BSRI SUPPORTS TRAINING PROGRAMS FOR SPECIALISTS IN TRANSFUSION MEDICINE AND THE DEVELOPMENT OF EPIDEMIOLOGY RESEARCH SCIENTISTS. BSRI INVESTIGATORS PUBLISH MORE THAN 45 PAPERS EACH YEAR IN THE PEER-REVIEWED SCIENTIFIC LITERATURE. THERE ARE 7 PRINCIPAL INVESTIGATORS AND 2 CLINICAL INVESTIGATORS ALONG WITH A NUMBER OF RESEARCH ASSOCIATES AND OTHER SUPPORT STAFF. 4D) OTHER PROGRAM SERVICES CONSISTS OF LABORATORY SERVICES AND OTHER PROGRAM ACTIVITIES. BUSINESS AND FAMILY RELATIONSHIPS FORM 990, PART VI, LINE 2 JOHN LEWIS, HEATHER ALLEN AND ARMANDO FLORES HAVE A BUSINESS RELATIONSHIP UNRELATED TO BLOOD SYSTEMS. FORM 990 REVIEW PROCESS FORM 990, PART VI, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT, INCLUDING CONFIRMATION OF COMPENSATION DISCLOSURES AGAINST W-2 AND 1099 REPORTING. A COPY OF THE DRAFT FORM 990 AND ALL SCHEDULES IS SUPPLIED TO ALL BOARD MEMBERS PRIOR TO THE MEETING HELD TO ACCEPT THE RETURNS. THE W-2S AND 1099S ARE AVAILABLE FOR BOARD REVIEW UPON REQUEST. THE PAID PREPARER, ERNST & YOUNG, AND MEMBERS OF MANAGEMENT REVIEW THE FORM 990 WITH THE COMMITTEES AND ARE AVAILABLE FOR ANSWERING QUESTIONS. ANY COMMENTS FROM THE BOARD ARE CONSIDERED PRIOR TO FILING WITH THE IRS. ENFORCEMENT OF CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C EACH YEAR, THE BOARD OF TRUSTEES AND SENIOR MANAGEMENT ARE REQUIRED TO SIGN AND RETURN A CONFLICT OF INTEREST FORM TO COMPANY COUNSEL. ANY CONFLICTS DISCLOSED ARE DISCUSSED IN EXECUTIVE SESSION WITH THE BOARD AND RESOLVED. IN ADDITION, IN PREPARATION FOR THE FORM 990 FILING, THE TRUSTEES, OFFICERS AND KEY EMPLOYEES IDENTIFIED ARE REQUIRED TO RESPOND TO A COMPREHENSIVE CONFLICT OF INTEREST AND FAMILY RELATIONSHIP QUESTIONNAIRE. ANY CONFLICTS DISCLOSED ARE DISCUSSED WITH THE BOARD AND DISCLOSED APPROPRIATELY ON THE FORM 990. PROCESS USED TO DETERMINE COMPENSATION FORM 990, PART VI, LINES 15A AND 15B THE BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN RESOURCE COMMITTEE WHOSE PURPOSE, AMONG OTHER THINGS, IS TO HIRE AN INDEPENDENT CONSULTING FIRM ONCE EVERY 2-3 YEARS TO PROVIDE DATA ON COMPETITIVENESS OF SALARIES AND BENEFITS FOR THE CEO AND OTHER OFFICERS OF THE CORPORATION. THE HUMAN RESOURCE DEPARTMENT COLLECTS INFORMATION THROUGH SURVEYS AND OTHER SOURCES IN ADDITION TO THE INDEPENDENT CONSULTING FIRM. THE MEMBERS OF THE HUMAN RESOURCE AND COMPENSATION COMMITTEE OF THE BOARD ARE ALL INDEPENDENT TRUSTEES AND INCLUDE NO MEMBERS OF MANAGEMENT. THE RECOMMENDATIONS OF THE COMMITTEE ARE REVIEWED BY THE ENTIRE BOARD PRIOR TO APPROVAL. COMPENSATION FOR THESE INDIVIDUALS IS SET AND APPROVED BY THE BOARD EACH YEAR. THE RESULTS OF THESE DISCUSSIONS, REVIEWS AND APPROVALS ARE DOCUMENTED IN THE EXECUTIVE MINUTES OF THE BOARD MEETINGS. THIS PROCESS WAS LAST COMPLETED IN 2011. PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART VI, LINE 19 THE FORM 990 IS MADE AVAILABLE ON THE COMPANY'S INTRA-NET FOR ALL OPERATING LOCATIONS TO ACCESS. UPON REQUEST, THE FORM CAN BE PRINTED OR VIEWED ON-LINE. UPON WRITTEN REQUEST TO THE CHIEF FINANCIAL OFFICER, A COPY OF THE FORM 990 WILL BE MAILED TO THE REQUESTOR. THE FORM 990 FOR CURRENT AND PAST YEARS IS ALSO POSTED ON GUIDESTAR FOR ORGANIZATIONS TO ACCESS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE ORGANIZATION'S COMBINED FINANCIAL STATEMENTS ARE MADE PUBLIC VIA THE ANNUAL REPORT POSTED ON THE ORGANIZATION'S WEBSITE. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 UNREALIZED LOSS ON INVESTMENTS $ (5,718,705) PENSION EXPENSES OTHER THAN PERIODIC COST (13,029,008) DONATED SERVICES 442,463 ------------ TOTAL $(18,305,250) ============ DESCRIPTION OF BOND PURPOSE SCHEDULE K, PART I, COLUMN (F) PURCHASE LAND, CONSTRUCT AND EQUIP 11 BLOOD CENTERS IN VARIOUS STATES FOR THE PURPOSE OF RECRUITING, COLLECTING, PROCESSING AND DISTRIBUTING BLOOD PRODUCTS. REFUNDING OF ABAG 2002 BOND ISSUE USED TO CONSTRUCT A BLOOD CENTER IN SAN FRANCISCO, CA, REFUNDING OF AHFA 1995 VARIABLE RATE BOND ISSUE USED TO CONSTRUCT AND EQUIP A NATIONAL BLOOD TESTING LABORATORY IN TEMPE, ARIZONA. SCHEDULE K, PART II, LINE 11 OTHER SPENT PROCEEDS INCLUDE $5,714,864 PAYOFF OF DEBENTURES AND $11,796,135 REFUND OF PRIOR BONDS. BLOOD CENTERS OF THE PACIFIC 270 MASONIC AVENUE SAN FRANCISCO CA 94118 941156555 BLOOD BANKING CA 501(C)(3) 9 NA INLAND NORTHWEST BLOOD CENTER 210 W CATALDO AVENUE SPOKANE WA 99201 910499130 BLOOD BANKING WA 501(C)(3) 9 NA CREATIVE TESTING SOLUTIONS 6210 EAST OAK STREET SCOTTSDALE AZ 85257 271120123 SAFETY TEST. AZ 501(C)(3) 10 NA true false false false false false false false true true true true false false false false true false BLOOD CENTERS OF THE PACIFIC J 1119799 CREATIVE TESTING SOLUTIONS L 35057709 CREATIVE TESTING SOLUTIONS A 1092117 CREATIVE TESTING SOLUTIONS I 2407369 CANYON STATE INSURANCE COMPANY Q 3621646 BLOOD CENTERS OF THE PACIFIC K 13283430 INLAND NORTHWEST BLOOD CENTER K 602921