2012-10-03T15:14:21-05:00 2012-05-31 593204548 JAMES MOORE & CO PL 5931 NW 1 ST PLACE GAINESVILLE FL 326072063 990 2011-06-01 591545914 LIFESOUTH COMMUNITY BLOOD CENTERS INC LIFE 3522241600 4039 NEWBERRY ROAD GAINESVILLE FL 326072342 NANCY ECKERT 3522241600 2012-09-25 1 ROGER SWANGER P00005485 3523781331 2012-09-25 2011 2016-02-24 21:20:13Z NANCY ECKERT 4039 NEWBERRY RD GAINESVILLE FL 32607 77916024 0 X WWW.LIFESOUTH.ORG X 1974 FL TO COLLECT VOLUNTEER BLOOD DONATIONS AND PROVIDE A SAFE AND ADEQUATE SUPPLY OF BLOOD COMPONENTS TO HOSPITALS IN OUR COMMUNITIES. SEE ADDITIONAL STATEMENT BELOW. 29 28 1145 28 0 0 114441 13976 73379946 77627188 28326 -58683 303567 221294 73826280 77803775 0 100000 0 0 30172342 31290303 0 0 0 42468214 43121157 72640556 74511460 1185724 3292315 50363837 57025428 27235957 30605233 23127880 26420195 X TO PROVIDE A SAFE BLOOD SUPPLY THAT MEETS OR EXCEEDS THE NEEDS IN EACH COMMUNITY WE SERVE, AND TO PROVIDE A VARIETY OF SERVICES IN SUPPORT OF ONGOING AND EMERGING BLOOD-AND TRANSFUSION-RELATED ACTIVITIES. 0 0 67688833 100000 77627188 LIFESOUTH IS IN THE BUSINESS OF SAVING LIVES BY COLLECTING AND PROCESSING BLOOD AND BLOOD COMPONENTS FROM VOLUNTEER DONORS IN FLORIDA, GEORGIA AND ALABAMA. IT COLLECTED MORE THAN 276,000 DONATIONS IN FY 2012. EACH UNIT COLLECTED IS TESTED TO FULFILL OUR MISSION OF PROVIDING AN ADEQUATE AND SAFE BLOOD SUPPLY TO MORE THAN 100 HOSPITALS IN THE THREE STATES. LIFESOUTH ALSO PROVIDES COMPATIBILITY TESTING AND OTHER IMMUNOHEMATOLOGY REFERENCE LABORATORY SERVICES FOR MANY OF THE HOSPITALS IT SERVES. IT SUPPLIES SPECIAL ANTIGEN BLOOD PRODUCTS AND SPECIALIZED TESTING. LIFESOUTH TESTED MORE THAN 1,030 PATIENT SAMPLES AND PERFORMED MORE THAN 18,540 TESTS. LIFESOUTH ALSO PROVIDED MORE THAN 1,545 CROSS MATCHES AND 721 ANTIBODY SCREENS FOR PATIENTS DURING THE PAST YEAR. IN ADDITION, LIFESOUTH ADMINISTERED MORE THAN 400 THERAPEUTIC PROCEDURES FOR PATIENTS DURING THE YEAR. LIFESOUTH'S UMBILICAL CORD BANK PROVIDES UNITS FOR TRANSPLANTATION WORLDWIDE. IN 2012, LIFESOUTH SAFELY ADDED AND CRYOPRESERVED 189 NEW CORD BLOOD UNITS. LIFESOUTH ALSO RECRUITS MARROW DONORS FOR THE BE THE MATCH REGISTRY, AND OPERATES A MEDICAL TECHNOLOGY TRAINING PROGRAM. 67688833 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 63 0 1 1145 1 0 0 0 0 0 0 0 0 0 0 X 29 28 0 0 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 GA X X PAUL GREBE 3522241600 4039 NEWBERRY ROAD GAINESVILLE FL 326072342 PHILIP BAKER 2.00 X X 0 0 0 REEVES BYRD 2.00 X X 0 0 0 GREG GRISSON 2.00 X X 0 0 0 RONALD SPITZNAGEL 2.00 X X 0 0 0 CARROLL BENNETT 1.00 X 0 0 0 HERB BEVIS 1.00 X 0 0 0 GARY BROOKS 1.00 X 0 0 0 RONALD BROWN 1.00 X 0 0 0 DAN BUNDY 1.00 X 0 0 0 AVIS CRAIG 1.00 X 0 0 0 GEORGIANN ELLIS 1.00 X 0 0 0 TIMOTHY FLYNN 1.00 X 0 0 0 MERRITT FORE III 1.00 X 0 0 0 DANIEL GALASSO 1.00 X 0 0 0 KATHERINE LAURENZANO 1.00 X 0 0 0 LENNART LILIEHOLM 1.00 X 0 0 0 MICHAEL LUKOWSKI 1.00 X 0 0 0 JOHN MALLORY 1.00 X 0 0 0 PERRY MCGRIFF 1.00 X 0 0 0 GARY MOODY 1.00 X 0 0 0 WILLIAM NORTHCUTT 1.00 X 0 0 0 DONALD ROTHWELL 1.00 X 0 0 0 EVERETT SCROGGIE 1.00 X 0 0 0 WILLARD SHAFER 1.00 X 0 0 0 MARK SHERTZER 1.00 X 0 0 0 CARL SMITH 1.00 X 0 0 0 ROB SMITH 1.00 X 0 0 0 RICHARD STAAB 1.00 X 0 0 0 JOE STOUGH III 1.00 X 0 0 0 MIKE WOFFORD 1.00 X 0 0 0 NANCY E ECKERT 40.00 X 256878 0 34106 KATHLEEN J SAZAMA 40.00 X 208773 0 15285 THOMAS H WURZBACH III 40.00 X 164687 0 22109 PAUL T GREBE 40.00 X 133625 0 24158 JILL ANN EVANS 40.00 X 117996 0 17087 THERESA M BOYD 40.00 X 134010 0 4034 JB BOWLES 40.00 X 118532 0 258 KIMBERLY E KINSELL 40.00 X 107761 0 16064 1242262 0 133101 8 0 1 0 UNIVERSITY AIR CENTER 4701 NE 40TH TERRACE GAINESVILLE FL 32609 AIR COURIER 1195775 ADP INC 1 ADP BLVD ROSELAND NJ 07068 PAYROLL AND BENEFIT ADMINISTRATION 299908 LLOYD GRAY & WHITEHEAD PC 2501 TWENTIETH PLACE SOUTH STE 300 BIRMINGHAM AL 35223 LEGAL 242592 CREATIVE TESTING SOLUTIONS PO BOX 29871 PHOENIX AZ 85038 EXTERNAL DONOR TESTING LAB 197946 JAMES MOORE & CO PL 5931 NW 1ST PLACE GAINESVILLE FL 32607 FINANCIAL AUDIT/TAX PREP 119323 5 13976 13976 BLOOD PROCESSING AND C 541900 77627188 77627188 77627188 9 9 53557 112249 -58692 -58692 -58692 DEFERRED REVENUE RECOG 900099 139664 139664 EXCISE TAX REFUNDS 900099 81017 81017 FINANCE CHARGES 900099 613 613 221294 77803775 77848482 0 -58683 100000 100000 901556 901556 25312058 23319896 1992162 1086801 882314 204487 1921389 1809360 112029 2068499 1863973 204526 109867 103547 6320 265163 265163 103293 6000 97293 510022 451071 58951 306344 304684 1660 3383755 3109100 274655 676986 624969 52017 2886193 2096512 789681 2471853 2302383 169470 80147 61834 18313 149844 88365 61479 2868492 1704328 1164164 381353 351382 29971 UNRELATED BUSINESS INCO -3570 -3570 OPERATION SUPPLIES 19125439 19125439 DONOR TESTING 5527940 5527940 EQUIPMENT 1244511 1228336 16175 3033525 2627400 406125 74511460 67688833 6822627 0 2990946 3775238 1196 1165 8068145 8152778 3293354 2703714 1468526 1194303 60124656 22572059 25643529 37552597 760506 727352 8137635 2918281 50363837 57025428 9150428 6877972 428809 300167 17656720 23385988 0 41106 27235957 30605233 X 23127880 26420195 23127880 26420195 50363837 57025428 3292315 0 X 0 1 1 X 0 X 169451 557004 247109 114441 13976 1101981 63848223 71680732 73746900 73379946 77627188 360282989 64017674 72237736 73994009 73494387 77641164 361384970 0 0 0 361384970 51954 4240 2014 166 9 58383 14772 14451 12661 13592 55476 66726 18691 14675 13758 9 113859 341528 293167 278607 221295 1134597 64084400 72597955 74301851 73786752 77862468 362633426 0.99660 0.99670 0.00030 0.00060 X 7032714 7032714 28150992 7380293 20770699 332510 256288 76222 24608440 14935478 9672962 37552597 DEPOSITS 562732 CONSTRUCTION IN PROGRESS 2355549 2918281 DUE TO FIVE POINTS OF LIFE FOUNDATION 41106 41106 77803775 74511460 3292315 3292315 78091610 229143 229143 77862467 -58692 -58692 77803775 74799295 229143 58692 287835 74511460 0 74511460 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES. AS OF MAY 31, 2012, THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS TAKEN ANY TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING JURISDICTIONS. AS OF MAY 31, 2012, THE ORGANIZATION'S FEDERAL TAX RETURNS GENERALLY REMAIN OPEN FOR THREE YEARS FROM THE DATE OF FILING. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF EQUIPMENT -58,692. PART XIII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF EQUIPMENT 58,692. 0 FIVE POINTS OF LIFE FOUNDATION INC 4039 NEWBERRY ROAD GAINESVILLE FL 32607 272091960 501(C)(3) 100000 SUPPORT FOR THE FIVE POINTS OF LIFE FOUNDATION, INC. 1 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: LIFESOUTH MONITORS THE USE OF THE GRANT FUNDS ON A REGULAR BASIS DUE TO THE NATURE OF THE RELATIONSHIP BETWEEN THE TWO RELATED ORGANIZATIONS. NO OTHER GRANT FUNDS WERE AWARDED THAT WOULD REQUIRE SUCH MONITORING FOR THE YEAR ENDED MAY 31, 2012. 1 X X X 0 0 0 0 0 0 0 0 0 NANCY E ECKERT 234878 0 0 0 22000 0 23881 0 10225 0 290984 0 0 0 KATHLEEN J SAZAMA 208773 0 0 0 0 0 6942 0 8343 0 224058 0 0 0 THOMAS H WURZBACH III 158437 0 0 0 6250 0 16504 0 5605 0 186796 0 0 0 PAUL T GREBE 133625 0 0 0 0 0 14172 0 9986 0 157783 0 0 0 ALACHUA COUNTY HEALTH FACILITIES AUTHORITY 592442398 2009-12-22 30000000 PURCHASE & CONSTRUCTION OF REAL PROPERTY & EQUIPMENT/RETIREMENT OF OLD DEBT 0 0 0 388355 30000000 200000 23574343 6225657 2012 1 0 0 1 0 0 0 0 1 0 1 0 0 0 0 UNIVERSITY AIR CENTER AN ENTITY MORE THAN 35% OWNED BY MICHAEL LUKOWSKI, BOARD MEMBER 1195775 COURIER FEES FOR DAILY EXEMPT ORGANIZATION OPERATIONS 0 FORM 990, PART I, LINE 1,THE ORG'S MISSION AND MOST SIGNIFICANT ACTIVITIES: LIFESOUTH'S PRIMARY ACTIVITY IS TO COLLECT AND PROCESS WHOLE BLOOD AND BLOOD COMPONENTS FOR THE PATIENTS IN APPROXIMATELY 100 HOSPITALS AND MEDICAL FACILITIES THROUGHOUT FLORIDA, ALABAMA, AND GEORGIA. THE BLOOD PRODUCTS ARE COLLECTED FROM VOLUNTEER DONORS THAT ARE RECRUITED PRIMARILY FROM THE COMMUNITIES WE SERVE. EACH UNIT DONATED IS TESTED FOR SAFETY AND EACH DONOR RECEIVES A FREE CHOLESTEROL SCREENING. LIFESOUTH PROVIDES A BLOOD DONOR BENEFIT PROGRAM WHICH PROVIDES COVERAGE FOR OUT-OF-POCKET EXPENSES RELATED TO PROCESSING FEES RELATED TO BLOOD COMPONENTS TO DONORS AND THEIR IMMEDIATE FAMILY. BLOOD DRIVES PERFORMED AT SCHOOLS INCLUDE A FREE EDUCATIONAL COMPONENT THAT EXPLAINS THE DONATION PROCESS. IN THE FISCAL YEAR ENDED MAY 31, 2012, LIFESOUTH COLLECTED AND TESTED OVER 276,000 VOLUNTEER BLOOD DONATIONS. LIFESOUTH PROVIDES A MEDICAL TECHNOLOGY TRAINING PROGRAM OFFERING SPECIALIZED TRAINING IN IMMUNOHEMATOLOGY AND BLOOD BANKING THAT PREPARES STUDENTS FOR STATE LICENSING. DURING THE PAST FISCAL YEAR, NO STUDENTS WERE ENROLLED IN THE PROGRAM. LIFESOUTH PAYS ALL EXAMINATION FEES AND PAYS THE STUDENTS A STIPEND WHILE THEY ARE ENROLLED IN THE PROGRAM. LIFESOUTH PROVIDES FREE LABORATORY TRAINING TO COLLEGE STUDENTS ENROLLED IN LOCAL COMMUNITY COLLEGES AND UNIVERSITIES. THE IMMUNOHEMATOLOGY REFERENCE LABORATORY (IRL) IS DEDICATED TO PROVIDING RARE SPECIAL ANTIGEN UNITS TO SPECIAL NEED PATIENTS THAT POSSESS SIMPLE, MULTIPLE OR COMPLEX ALLO OR AUTOANTIBODY PROBLEMS. THE IRL ALSO PROVIDES MOLECULAR AND SEROLOGICAL DONOR TESTING AS WELL AS PATIENT TESTING. THE IRL SERVES AS A REFERENCE LABORATORY FOR 100 HOSPITALS IN FLORIDA, ALABAMA AND GEORGIA. THIS FISCAL YEAR, LIFESOUTH RECEIVED 1,030 PATIENT SAMPLES TO TEST AND COMPLETED 18,540 TESTS TO CARE FOR THESE PATIENTS. IN ADDITION THE IRL PERFORMED 1,545 CROSS MATCHES AND 721 ANTIBODY SCREENS REQUESTED FOR PATIENTS. LIFESOUTH, IN CONJUNCTION WITH THE UNIVERSITY OF FLORIDA COLLEGE OF MEDICINE AND SHANDS AT UF, HAVE DEVELOPED A PUBLIC CORD BANK CALLED THE LIFECORD UMBILICAL CORD BLOOD BANK. LIFECORD INCLUDES COLLECTION AND TESTING OF CORD BLOOD DONATIONS AND CORD BLOOD CRYOPRESERVATION. LIFECORD'S MISSION IS TO PROVIDE HEMATOPOIETIC STEM CELLS THAT MEET OR EXCEED INDUSTRY STANDARDS FOR CLINICAL TRANSPLANTATION WORLDWIDE. LAST FISCAL YEAR, LIFECORD CRYOPRESERVED 189 CORD BLOOD UNITS AND REGISTERED 353 UNITS ON THE NATIONAL MARROW DONOR REGISTRY. SEVENTEEN CORD BLOOD UNITS WERE SHIPPED FOR TRANSPLANT. IN TOTAL, THE LIFECORD PROGRAM HAS 4,496 CORD BLOOD UNITS AVAILABLE FOR TRANSPLANT. LIFESOUTH PERFORMS MARROW RECRUITMENT AND PERFORMED DONOR MANAGEMENT FUNCTIONS FOR THE NATIONAL MARROW DONOR PROGRAM (NMDP) THROUGH JANUARY 2012. AS A DONOR CENTER, LIFESOUTH MANAGED ALL SEARCH REQUESTS AND WORK-UPS FOR POTENTIAL DONORS IN THE NMDP DATABASE. DONORS MAY BE ASKED TO DONATE STEM CELLS VIA THE MARROW COLLECTION PROCESS OR THROUGH THE PERIPHERAL BLOOD STEM CELL (PBSC) COLLECTION PROCESS BASED ON THE NEEDS OF THE PATIENT. THIS FISCAL YEAR, LIFESOUTH RECRUITED 898 DONORS TO JOIN THE NMDP REGISTRY AND, COLLECTIVELY, PAID ALMOST $17,179 FOR APPROXIMATELY 340 OF THOSE DONORS TO BE TYPED. LIFESOUTH RECEIVED AND COMPLETED FOUR REQUESTS FOR WORK-UPS FOR DONATION OF PBSC OR MARROW. LIFESOUTH PROVIDES THERAPEUTIC APHERESIS AT SELECT HOSPITALS WHICH INVOLVES THE REMOVAL OF A BLOOD COMPONENT FROM A PATIENT TO REMOVE DEFECTIVE CELLS OR DEPLETE A DISEASE MEDIATOR. THE PROCEDURES ARE PERFORMED TO ATTAIN A CURATIVE STATE OR MAINTAIN A PALLIATIVE STATE IN A NUMBER OF DISEASE PROCESSES. LAST FISCAL YEAR, LIFESOUTH DID 413 THERAPEUTIC APHERESIS PROCEDURES INCLUDING THERAPEUTIC PLASMA EXCHANGE, RED BLOOD CELL EXCHANGE AND WHITE BLOOD CELL DEPLETION. FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWING IS A SUMMARY OF CHANGES: SECTION 2.2.8 WAS ADDED TO DOCUMENT POLICIES AND PROCEDURES REGARDING SELECTION, GENERAL RESPONSIBILITIES, AND COMPENSATION OF BOARD COUNSEL. SECTION 4.2.4 WAS REVISED IN ORDER TO PROVIDE FOR TERM LIMITS OF BOARD MEMBERS WHICH SHALL BE (3) CONSECUTIVE 3-YEAR TERMS AT WHICH POINT THE DIRECTOR MUST NOT PARTICIPATE FOR ONE YEAR BEFORE RE-APPLYING FOR BOARD MEMBERSHIP. SECTION 4.5 WAS ADDED TO CREATE THE STATUS OF DIRECTOR EMERITUS. SECTION 6.4 WAS REVISED TO ADD THAT THE BOARD WILL REVIEW THE FORM 990 PRIOR TO ITS SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. THE MEMBERS OF THE ORGANIZATION CONVENE ONCE A YEAR TO ELECT THE BOARD OF DIRECTORS. THE NOMINEES ARE SELECTED BY THE BOARD OF DIRECTORS NOMINATING COMMITTEE. THERE ARE NO MEMBERSHIP CLASSES. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION CONVENE ONCE A YEAR TO ELECT THE BOARD OF DIRECTORS. THE NOMINEES ARE SELECTED BY THE BOARD OF DIRECTORS NOMINATING COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS' FINANCE AND AUDIT COMMITTEE AND THE BOARD OF DIRECTORS AT THE ANNUAL MEETING FOR REVIEW AND ACCEPTANCE AS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER IS REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND TO COMPLETE AND RETURN THE CONFLICT OF INTEREST DISCLOSURE FORM. EACH BOARD MEMBER HAS A CONTINUING OBLIGATION TO DISCLOSE ANY REAL OR APPARENT CONFLICTS THROUGHOUT THE YEAR. THESE DISCLOSURES ARE ANNUALLY RECEIVED BY THE GOVERNANCE COMMITTEE FOR REVIEW AND APPROVAL AND THEN SUBMITTED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL AS DICTATED BY THE POLICY AND PROCEDURES MANUAL. FORM 990, PART VI, SECTION B, LINE 15A CEO COMPENSATION RECOMMENDED TO THE EXECUTIVE COMMITTEE BY THE COMPENSATION COMMITTEE AFTER COMPARATIVE SALARY REVIEW. OTHER OFFICERS' AND KEY EMPLOYEES' COMPENSATION RANGES BASED ON COMPARATIVE SALARY RESEARCH AND REVIEWED AND APPROVED BY COMPENSATION COMMITTEE. THE PRESIDENT AND CEO DETERMINES THE COMPENSATION WITHIN THOSE APPROVED RANGES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL DOCUMENTS ARE AVAILABLE IN THE ORGANIZATION'S ANNUAL REPORT TO THE COMMUNITY AND UPON REQUEST. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FIVE POINTS OF LIFE FOUNDATION INC 4039 W NEWBERRY RD GAINESVILLE FL 32607 272091960 EDUCATION AND ADVOCACY FL 501(C)(3) LINE 7 N/A 0 1 1 0 0 0 0 0 0 1 0 1 0 1 1 1 1 1 0