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THE INSTITUTE FOR TRANSFUSION MEDICINE: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
THE INSTITUTE FOR TRANSFUSION MEDICINE (EIN 25-1562714)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-13
IRS object ID
201141339349304779
Schema version
2009v1.7
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)
Timestamp2011-05-13T15:15:30-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1deloitte tax llpBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12500 one ppg placeAddressLine1
CitypittsburghCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN251562714EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE INSTITUTE FOR TRANSFUSION MEDICINEBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlINSTNameControl
Phone4122097300Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1FIVE PARKWAY CENTER 875 GREENTREEAddressLine1
Address Line2RDAddressLine2
CityPITTSBURGHCity
StatePAState
ZIP Code15220ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMArk J GiaquintoName
TitleTREASURERTitle
Phone4122097300Phone
Date Signed2011-05-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJeremy HartzellName
Phone4123387200Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJAMES P COVERTNameOfPrincipalOfficerPerson
Gross Receipts373489GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.ITXM.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1987YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionITxM's mission is to engage our blood donor community, advance transfusion science, and touch more patients with our clinical expertise. ITxM's vision is to be the choice of blood donor communities and the recognized leader in transfusion medicine, impacting patient care at the highest level. ITxM's mission and vision are supported by our shared beliefs and standards of behavior of Integrity, Accountability, Employees, Commitment, Inspiring and Influential.ActivityOrMissionDescription
Nbr Voting Members Governing Body21NbrVotingMembersGoverningBody
Nbr Independent Voting Members20NbrIndependentVotingMembers
Total Nbr Employees174TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI39344TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year365593ContributionsGrantsPriorYear
Contributions Grants Current Year303230ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year35681InvestmentIncomePriorYear
Investment Income Current Year27859InvestmentIncomeCurrentYear
Other Revenue Prior Year18515741OtherRevenuePriorYear
Other Revenue Current Year39344OtherRevenueCurrentYear
Total Revenue Prior Year18917015TotalRevenuePriorYear
Total Revenue Current Year370433TotalRevenueCurrentYear
Grants And Similar Amnts CY64200GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year10430292SalariesEtcPriorYear
Salaries Etc Current Year15249356SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year7992901OtherExpensePriorYear
Other Expenses Current Year-17550372OtherExpensesCurrentYear
Total Expenses Prior Year18423193TotalExpensesPriorYear
Total Expenses Current Year-2236816TotalExpensesCurrentYear
Revenues Less Expenses Prior Year493822RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2607249RevenuesLessExpensesCY
Total Assets BOY6389628TotalAssetsBOY
Total Assets EOY5499992TotalAssetsEOY
Total Liabilities BOY4965227TotalLiabilitiesBOY
Total Liabilities EOY11870747TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1424401NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-6370755NetAssetsOrFundBalancesEOY
Mission DescriptionITxM's mission is to engage our blood donor community, advance transfusion science, and touch more patients with our clinical expertise. ITxM's vision is to be the choice of blood donor communities and the recognized leader in transfusion medicine, impacting patient care at the highest level. ITxM's mission and vision are supported by our shared beliefs and standards of behavior of Integrity, Accountability, Employees, Commitment, Inspiring and Influential.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense24419627Expense
Grants64200Grants
Revenue30765Revenue
DescriptionTHE INSTITUTE FOR TRANSFUSION MEDICINE (ITXM) IS THE "PARENT" ENTITY OF A HEALTH CARE SYSTEM DEDICATED TO PROVIDING BLOOD AND BLOOD-RELATED PRODUCTS AND SERVICES TO THE COMMUNITY. AFFILIATED ENTITIES IN THE SYSTEM ARE LISTED IN SCHEDULE R.ITXM PROVIDES CERTAIN SERVICES FOR ITSELF AND FOR ITS AFFILIATED ORGANIZATIONS, INCLUDING ACCOUNTING, PURCHASING, HUMAN RESOURCES, QUALITY ASSURANCE, INFORMATION SYSTEMS, STRATEGIC PLANNING, EDUCATION, MAINTENANCE AND CORPORATE ADMINISTRATION. THE CONSOLIDATION OF THESE SERVICES IN ONE ENTITY PROVIDES ECONOMIES OF SCALE AND EFFICIENCY SO AS TO IMPROVE THE DELIVERY OF COST EFFECTIVE HEALTH CARE TO THE COMMUNITY AT LARGE.ITXM PROVIDES TRAINING PROGRAMS FOR MEDICAL RESIDENTS AND FELLOWS IN THE AREAS OF TRANSFUSION MEDICINE AND COAGULATION. ITXM IS ALSO ACTIVELY INVOLVED IN RESEARCH. ITXM MEDICAL STAFF HOLD SEVERAL FEDERAL GRANTS AND PARTICIPATE IN IMPORTANT NATIONAL CLINICAL TRIALS IN BLOOD SAFETY, TRANSFUSION AND HEMOSTASIS.EDUCATING THE COMMUNITY IS ALSO A SERVICE PROVIDED BY ITXM. THROUGH AN ACTIVE SPEAKERS' BUREAU AND JOINT PROGRAMS WITH OTHER HEALTH CARE PROVIDERS, ITXM PRESENTS INFORMATION ON THE SAFETY OF BLOOD, BLOOD COMPONENT THERAPY, COAGULATION, THROMBOSIS AND OTHER PERTINENT TOPICS. SINCE IT IS ESTIMATED THAT TWO OUT OF FIVE PEOPLE WILL NEED A BLOOD TRANSFUSION AT SOME POINT IN THEIR LIVES, THESE EDUCATIONAL OPPORTUNITIES HELP CAREGIVERS, PATIENTS AND POTENTIAL RECIPIENTS OF THIS PRECIOUS RESOURCE UNDERSTAND THE BLOOD SUPPLY AND TRANSFUSION ISSUES AND ALLEVIATE SOME OF THE MISCONCEPTIONS RELATED TO TRANSFUSION MEDICINE.Description
Total Program Service Expense24419627TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109629NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees174NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members21NbrVotingGoverningBodyMembers
Number Independent Voting Members20NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs1ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MARK J GIAQUINTOBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4122097302TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1FIVE PARKWAY CENTER 875 GREENTREEAddressLine1
CityPGHCity
StatePAState
ZIP Code15220ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (22 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
RONALD B HERBERMAN MD
DIRECTOR1.50X000
RICHARD L STOVER
DIRECTOR, bsf1.50X000
TWYLA L JOHNSON
DIRECTOR1.50X000
MICHAEL H JONES
DIRECTOR1.50X000
LAURA KARET
DIRECTOR, bsw, mned-me1.50X000
DONALD J MCGRAW MD
vice chair, bsf1.50X000
TERRENCE BILKEY
chair, bsf1.50X000
GERALD ROPER
DIRECTOR1.50X000
CHARLES H BRACKEN JR
chairman1.50000X
CHARLES C COHEN ESQ
VICE CHAIR/SECRETARY1.50000X
JAMES P COVERT
PRESIDENT AND CEO40.00605366079440X
MARK j GIAQUINTO
TREASURER40.00247567038192X
DIANE MERKT
VP ADMIN & CCO40.00225131035243X
ROXANNE TATA
VP & COO- Lifesource40.00257624039514X
DAVID BERRY
VP \BUSINESS DEVELOPMENT40.00229861035864X
eric g shulties
vp & cio40.00197081031555X
elaine viggiano
vp & chief quality officer40.00191653030842X
melanie heuston
vp clinical educ & train40.00190792030729X
JOHN N DAVIS
former treasurer0.00234000029388X
WILLIAM H PORTMAN
former PRESIDENT/CEO0.00188461024768X
MAUREEN WEIGOLD
VP HR000X
RICHARD SIKON
CIO000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2567536TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation375535TotalOtherCompensation
Number Individuals GT100 K23NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
3D RESULTS
872 SOUTH MILWAUKEE AVE 140LIBERTYVILLEIL60048H/R CONSULTING593047
COHEN & GRIGSBY
PO BOX 641014piTTSBURGHPA15264LEGAL411321
PSA COMPANY
SUITE 200 206 FIFTH STREETWILMETTEIL60091MARKETING consultants205870
ADP INC
PO BOX 0888CAROL STREAMIL60132PAYROLL SERVICES163069
SUMMIT LEAN DESIGN INC
2241 HILLWOOD COURTLIZELLAGA31052building workflow design158100
FieldValueIRS element (for citing)
Number Of Contractors GT100 K9NumberOfContractorsGT100K
Government Grants241266GovernmentGrants
All Other Contributions61964AllOtherContributions
Total Contributions303230TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column30765TotalRevenueColumn
Related Or Exempt Function Income30765RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other150Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other3056Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other-2906Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-2906TotalRevenueColumn
Exclusion-$2,906ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER-OPERATINGDescription
Business Code900099BusinessCode
Total Revenue Column39344TotalRevenueColumn
Unrelated Business Revenue39344UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Other Revenue39344TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column370433TotalRevenueColumn
Related Or Exempt Function Income30765RelatedOrExemptFunctionIncome
Unrelated Business Revenue39344UnrelatedBusinessRevenue
Exclusion-$2,906ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total64200Total
Program Services64200ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1305129Total
Management And General1305129ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total11055155Total
Program Services11055155ProgramServices

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total932027Total
Program Services932027ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1194932Total
Program Services1194932ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total762113Total
Program Services762113ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total669044Total
Program Services669044ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total137750Total
Program Services137750ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total2882589Total
Program Services2882589ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total1826940Total
Program Services1826940ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total891703Total
Program Services891703ProgramServices

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total894051Total
Program Services894051ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total40007Total
Program Services40007ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total746441Total
Program Services746441ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total96852Total
Program Services96852ProgramServices

Interest Interest

FieldValueIRS element (for citing)
Total581Total
Program Services581ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1276659Total
Program Services1276659ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total50408Total
Program Services50408ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
donor recruitment493117493117
employee recruitment213328213328
miscellaneous109543109543
employee recognition/de8218782187
itxm shared services-27961572-27961572

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total-2236816Total
Program Services24419627ProgramServices
Management And General-26656443ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY638090BOY
EOY533690EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY266379BOY
EOY329260EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY904248BOY
EOY558978EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis14112070LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec11920258LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2612344BOY
EOY2191812EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY814574BOY
EOY814574EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1153993BOY
EOY1071678EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY6389628BOY
EOY5499992EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY3257592BOY
EOY4006928EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1707635BOY
EOY7863819EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4965227BOY
EOY11870747EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1424401BOY
EOY-6370755EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1424401BOY
EOY-6370755EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6389628BOY
EOY5499992EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Func IntXSupportingOrg509a3Type3FuncInt
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (5 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
ITXM CLINICAL SERVICES
25183916812111$0
CENTRAL BLOOD BANK
25105531212111$0
BLOOD SCIENCE FOUNDATION
25156271513111$0
LIFESOURCE
36349296912111$0
ITXM DIAGNOSTICS INC
03049769012111$0
FieldValueIRS element (for citing)
Total Number Of Supported Orgs5TotalNumberOfSupportedOrgs
Sum Of Amounts0SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis14112070OtherCostOrOtherBasis
Depreciation11920258Depreciation
Book Value2191812BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2191812TotalOfBookValueLandBuildings

Closely Held Equity Interests CloselyHeldEquityInterests

FieldValueIRS element (for citing)
Book Value814574BookValue
Method Of ValuationCMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities814574TotalOfBookValueSecurities

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
workers comp trust fund541287
building deposits5000
due from affiliates525391
FieldValueIRS element (for citing)
Total Book Value Other Assets1071678TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
deferred pension cost$7,739,822
workers compensation reserve$123,997
FieldValueIRS element (for citing)
Total Of Amounts7863819TotalOfAmounts
Total Revenue370433TotalRevenue
Total Expenses-2236816TotalExpenses
Excess Or Deficit For Year2607249ExcessOrDeficitForYear
Net Unrealized GL On Investments11399NetUnrealizedGLOnInvestments
Other-$10,413,804OtherAmount
Total Adjustments-10402405TotalAdjustments
Excess Or Deficit Per FS-7795156ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt28316545TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments11399NetUnrealizedGainsInvestments
Other Revenues27965478OtherRevenues
Revenue Not Rptd F99027976877RevenueNotRptdF990
Revenue Subtotal339668RevenueSubtotal
Other Revenues Not Included30765OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt30765RevenueNotRptdOnFinStmt
Total Revenue Per Form990370433TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt25725756TotExpensesEtcAuditedFinclStmt
Other Expenses Included27962572OtherExpensesIncluded
Expenses Not Rptd F99027962572ExpensesNotRptdF990
Expenses Subtotal-2236816ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990-2236816TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierExplanationExplanation
Part XI, Line 8 - Other Adjustments:pension liability adjustment: -3870000. fund balance transfers from affiliates: -6543804.
Part XII, Line 2d - Other Adjustments:loss of sale of assets: 2906. intercompany adminISTRATIVE fees: 27962572.
Part XII, Line 4b - Other Adjustments:interest income: 9508. investment income: 21257.
Part XIII, Line 2d - Other Adjustments:intercompany adminISTRATIVE fees: 27962572.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1august wilson center for african american cultureBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1980 liberty avenueAddressLine1
CitypittsburghCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient251892177EINOfRecipient
IRC Section501(c)(3)IRCSection
Amount Of Cash Grant64200AmountOfCashGrant
Method Of ValuationbookMethodOfValuation
Purpose Of Grantincrease blood donations in the african american community.PurposeOfGrant

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org1CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs1CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
JAMES P COVERT
4034660201900000123750670650684806000
MARK j GIAQUINTO
21086703670000074270307650285759000
DIANE MERKT
16983105530000067540284890260374000
ROXANNE TATA
20022405740000077290317850297138000
DAVID BERRY
17416105570000068960289680265725000
eric g shulties
15798103910000059120256430228636000
elaine viggiano
15275303890000057500250920222495000
melanie heuston
14269204810000057240250050221521000
JOHN N DAVIS
2340000000000293880263388000
WILLIAM H PORTMAN
1884610000000247680213229000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
Part I, Line 1aFirst class travel upgrades are made for senior management from time to time using discount or frequent flier coupons; W-2 grossed-up to cover the tax impact of CEO's housing allowances; The CEO's employment contract includes a housing allowance, this contract was Board approved; Duquesne Club dues are paid for the CEO and CFO; airline and executive club dues are paid for senior management.
Part I, Line 4aWilliam Portman, $188,461; John Davis, $234,000
Part I, Line 6A PORTION OF THE SENIOR AND MIDDLE MANAGEMENT INCENTIVE PROGRAM IS BASED ON CONSOLIDATED OPERATING MARGIN. OTHER COMPONENTS OF THE PROGRAM INCLUDE VOLUME, DONOR FREQUENCY AND QUALITY METRICS.

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonCHARLES COHENNamePerson
FieldValueIRS element (for citing)
RelationshipITXM VICE CHAIR AND SECRETARY AND PARTNER OF COHEN & GRIGSBY LEGAL COUNSELRelationship
Amount Of Transaction411321AmountOfTransaction
Description Of TransactionLEGAL SERVICESDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section A, line 4ITxM amended the by-laws of the corporation and its subsidiaries related to Board and Committee structure.
Form 990, Part VI, Section B, line 11The 990 is completed by management and is reviewed by an external, independent accounting firm. The Audit and Finance Committee, with the assistance of management, will review the 990 in detail prior to filing.
Form 990, Part VI, Section B, line 12cAnnually, every ITxM employee is required to complete Code of Ethics and Legal Compliance training and sign a Confidentiality Agreement. One of the sections of the training pertains to conflict of interest activities in business relationships and financial investments. Also, ITxM maintains Human Resource Policies that address conflicts of interest and secondary employment issues.
Form 990, Part VI, Section B, line 15The Compensation Committee of the Board of Directors retains an independent, third-party compensation consultant to annually review and analyze the market competitiveness, reasonableness and appropriateness of executive pay at ITxM. This analysis includes executives reporting directly to the CEO and employees whose base salaries exceed the lowest paid direct report to the CEO. At the request of the Compensation Committee, the compensation consultant conducts an annual competitive analysis that focuses on base pay, short-term incentive pay and long-term incentive pay and conducts a total compensation analysis inclusive of indirect compensation and other non-cash compensation elements every three to five years depending on regulatory, legislative and external actions and trends. The competitive analyses are conducted according to a Board-approved executive compensation strategy and market analysis methodology.
Form 990, Part VI, Section C, line 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
Form 990, Part XI, Line 2cTHE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSection
central blood bank
five parkway center 875 greentree rpittsburghPA15220251055312blood collectionPA501(C)(3)
LIFESOURCE
1205 N MILWAUKEE AVEGLENVIEWIL60025363492969BLood collectionIL501(C)(3)
ITXM CLINICAL SERVICES
FIve parkway center 875 greentree rPIttsburghPA15220251839168BLOOD TESTINGPA501(C)(3)
ITXM DIAGNOSTICS
FIve parkway center 875 greentree rPittsburghPA15220030497690DIAGNOSTIC SERVICESPA501(C)(3)
BLOOD SCIENCE FOUNDATION
FIve parkway center 875 greentree rPittsburghPA15220251562715INVESTMENT COMPANYPA501(C)(3)

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateType Of EntityTypeOfEntityPercentage OwnershipPercentageOwnership
ITM HOLDINGS LTD
FIVE PARKWAY CENTER 875 GREENTREE RPITTSBURGHPA15220251736459INVESTMENT SUBSIDIARYPAC1.00000
TXM CONSULTING
FIVE PARKWAY CENTER 875 GREENTREE RPITTSBURGHPA15220251736461CONSULTINGPAC1.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
CENTRAL BLOOD BANK
J570941
CENTRAL BLOOD BANK
R20000000
ITXM CLINICAL SERVICES
R13000000
ITXM DIAGNOSTICS SERVICES
R4000000