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Nonprofiteer
← OKLAHOMA BLOOD INSTITUTE

Form 990 for tax year 2023

Filed by OKLAHOMA BLOOD INSTITUTE.

Totals

Total revenue
$146,202,331
Total expenses
$140,507,319
Contributions and grants received
$1,401,197
Grants paid
$347,287
Program service revenue
$141,199,222
Investment income
$2,029,580
Other revenue
$1,572,332
Total assets, end of year
$115,110,930
Total liabilities, end of year
$26,053,792
Net assets or fund balances, end of year
$89,057,138
Program services expenses (Part IX)
$119,755,539
Management and general expenses
$20,751,780
Fundraising expenses
$0
Program service expenses (Part III)
$119,755,539

Program services were 85.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,401,197

  • 2a · Program service revenue: SERVICE FEES

    total $124,458,834 · related or exempt $124,458,834

  • 2b · Program service revenue: LABORATORY FEES

    total $9,757,468 · related or exempt $9,757,468

  • 2c · Program service revenue: PATIENT CARE SERVICE FEES

    total $6,136,011 · related or exempt $6,136,011

  • 2d · Program service revenue: CELL THERAPY

    total $491,596 · related or exempt $491,596

  • 2e · Program service revenue: DERIVATES

    total $355,313 · related or exempt $355,313

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $1,354,697 · excluded $1,354,697

  • 6a · Gross rents

    real property $271,729

  • 6b · Less rental expenses

    real property $245,664

  • 6c · Rental income or loss

    real property $26,065 · personal property $0

  • 6d · Net rental income or loss

    total $26,065 · unrelated business $26,065

  • 7a · Gross sales of assets other than inventory

    securities $3,658,050 · other assets $120,755

  • 7b · Less cost or other basis and sales expenses

    securities $3,084,121 · other assets $19,801

  • 7c · Gain or loss

    securities $573,929 · other assets $100,954

  • 7d · Net gain or loss

    total $674,883 · excluded $674,883

  • 11a · Other revenue: Miscellaneous Income

    total $893,602 · related or exempt $751,002 · excluded $142,600

  • 11b · Other revenue: Rebates

    total $509,129 · related or exempt $498,760 · excluded $10,369

  • 11c · Other revenue: Freight Reimbursed

    total $143,536 · related or exempt $143,536

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,546,267

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $347,287 · program services $347,287

  • 5 · Compensation of officers, directors and key employees

    total $5,126,054 · program services $3,406,987 · management and general $1,719,067

  • 6 · Compensation of disqualified persons

    total $55,498 · program services $55,498

  • 7 · Other salaries and wages

    total $59,394,434 · program services $52,665,545 · management and general $6,728,889

  • 8 · Pension plan contributions

    total $1,406,826 · program services $1,212,401 · management and general $194,425

  • 9 · Other employee benefits

    total $4,986,369 · program services $4,887,818 · management and general $98,551

  • 10 · Payroll taxes

    total $5,205,516 · program services $4,573,456 · management and general $632,060

  • 11b · Fees: legal

    total $211,554 · management and general $211,554

  • 11c · Fees: accounting

    total $308,561 · management and general $308,561

  • 11f · Fees: investment management

    total $59,712 · management and general $59,712

  • 11g · Fees: other

    total $2,230,291 · program services $1,388,571 · management and general $841,720 · fundraising $0

  • 12 · Advertising and promotion

    total $746,286 · program services $244,350 · management and general $501,936

  • 13 · Office expenses

    total $834,967 · program services $592,941 · management and general $242,026

  • 14 · Information technology

    total $902,657 · program services $86,988 · management and general $815,669

  • 16 · Occupancy

    total $4,289,279 · program services $1,420,708 · management and general $2,868,571

  • 17 · Travel

    total $729,477 · program services $653,630 · management and general $75,847

  • 19 · Conferences, conventions and meetings

    total $191,058 · program services $179,487 · management and general $11,571

  • 22 · Depreciation, depletion and amortization

    total $7,522,804 · program services $5,456,261 · management and general $2,066,543

  • 23 · Insurance

    total $877,827 · program services $877,827

  • 24a · Other expenses: Supplies

    total $30,465,428 · program services $30,465,428

  • 24b · Other expenses: Equipment Repair

    total $4,589,745 · program services $2,543,964 · management and general $2,045,781

  • 24c · Other expenses: Motor Vehicles

    total $2,835,010 · program services $2,715,997 · management and general $119,013

  • 24d · Other expenses: Donor Recognition

    total $2,516,397 · program services $2,418,734 · management and general $97,663

  • 24e · All other expenses

    total $4,674,282 · program services $3,561,661 · management and general $1,112,621 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,967 · end of year $1,967

  • 2 · Savings and temporary cash investments

    beginning of year $22,899,615 · end of year $24,454,658

  • 4 · Accounts receivable

    beginning of year $19,177,290 · end of year $21,865,672

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $707,040 · end of year $749,402

  • 8 · Inventories for sale or use

    beginning of year $5,853,889 · end of year $6,994,205

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,480,533 · end of year $1,930,571

  • 10a · Land, buildings and equipment: cost or other basis

    $106,245,890

  • 10b · Land, buildings and equipment: accumulated depreciation

    $64,349,110

  • 10c · Land, buildings and equipment, net

    beginning of year $41,610,754 · end of year $41,896,780

  • 11 · Investments: publicly traded securities

    beginning of year $3,449,713 · end of year $3,877,829

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $12,710,849 · end of year $13,339,846

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,916,076 · end of year $15,261,442

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $6,482,989 · end of year $6,248,747

  • 25 · Other liabilities

    beginning of year $5,064,093 · end of year $4,543,603

  • 27 · Net assets without donor restrictions

    beginning of year $82,428,492 · end of year $89,057,138

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

TO BE THE DONOR TO PATIENT LIFELINE BY MEETING BLOOD TRANSFUSION AND HEALTH CARE NEEDS.

  • 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 17 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 240 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.

    Expenses $107,120,880 · Revenue $124,458,834

  • 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.

    Expenses $9,367,079 · Revenue $9,757,468

  • 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.

    Expenses $2,920,293 · Revenue $6,136,011

  • OTHER PROGRAM SERVICES: 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 $355,313 WITH OFFSETTING EXPENSES TOTALING $214,856. 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 $491,596 WITH OFFSETTING EXPENSES TOTALING $808,565. 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.

    Expenses $347,287 · Grants $347,287 · Revenue $2,240,207

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David R Carpenter

    Board Vice Chairman

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • John B Armitage MD

    President & CEO

    Total calculated
    $965,212
    From this org
    $879,278
    From related orgs
    $0
    Other
    $85,934
    Hours/week
    50 + 9 related

    Schedule J breakdown matched by us

    Base
    $712,925
    Bonus
    $81,000
    Other
    $85,353
    Deferred
    $56,100
    Nontaxable benefits
    $29,834
    Filer's total
    $965,212

  • Richard Boatsman MD

    Board Chairman

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Craig Sperry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David A Flack MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Evan Vincent

    DIRECTOR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Frank Barnett MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Garland Wilkinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Gary L Patzkowsky DO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Gary Mitchell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Henry J Hood

    DIRECTOR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Jay Allen Gregory MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joe M Hodges

    DIRECTOR

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Judy Goforth Parker PhD RN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kristi R Weaber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kym Koch-Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Larry Bookman MD

    DIRECTOR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 2 related

  • Michelle Powers MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Stout MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Randal C Juengel MD

    DIRECTOR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 3 related

  • Scott Calhoon MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Theodore Violett MD

    Associate Board Member

    Total calculated
    $0
    Hours/week
    1

  • W H Oehlert MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Randall G Stark

    Chief Financial Officer

    Total calculated
    $405,915
    From this org
    $353,108
    From related orgs
    $0
    Other
    $52,807
    Hours/week
    50 + 9 related

    Schedule J breakdown matched by us

    Base
    $303,695
    Bonus
    $2,500
    Other
    $46,913
    Deferred
    $26,718
    Nontaxable benefits
    $26,089
    Filer's total
    $405,915

  • Charles Mooney

    Vice Pres-Bio Development

    Total calculated
    $331,473
    From this org
    $270,433
    From related orgs
    $0
    Other
    $61,040
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $222,088
    Bonus
    $1,000
    Other
    $47,345
    Deferred
    $19,076
    Nontaxable benefits
    $41,964
    Filer's total
    $331,473

  • Jason L Padgham

    Vice Pres-Technical Operations

    Total calculated
    $226,496
    From this org
    $179,957
    From related orgs
    $0
    Other
    $46,539
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $176,457
    Bonus
    $3,500
    Other
    $0
    Deferred
    $17,179
    Nontaxable benefits
    $29,360
    Filer's total
    $226,496

  • John N Marcellus

    Chief Information Officer

    Total calculated
    $271,984
    From this org
    $214,154
    From related orgs
    $0
    Other
    $57,830
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $210,654
    Bonus
    $3,500
    Other
    $0
    Deferred
    $27,969
    Nontaxable benefits
    $29,861
    Filer's total
    $271,984

  • Joseph R McNeil

    Vice Pres-Human Resources

    Total calculated
    $209,779
    From this org
    $175,649
    From related orgs
    $0
    Other
    $34,130
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $174,649
    Bonus
    $1,000
    Other
    $0
    Deferred
    $12,021
    Nontaxable benefits
    $22,109
    Filer's total
    $209,779

  • Justin R Redwine

    Chief Technology Officer

    Total calculated
    $226,344
    From this org
    $180,966
    From related orgs
    $0
    Other
    $45,378
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $179,966
    Bonus
    $1,000
    Other
    $0
    Deferred
    $16,984
    Nontaxable benefits
    $28,394
    Filer's total
    $226,344

  • Kimberly J Van Antwerpen

    Chief Operations Officer

    Total calculated
    $384,665
    From this org
    $345,842
    From related orgs
    $0
    Other
    $38,823
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $296,678
    Bonus
    $1,000
    Other
    $48,164
    Deferred
    $26,408
    Nontaxable benefits
    $12,415
    Filer's total
    $384,665

  • Laura S McClannan

    Vice Pres-Quality Mgmt

    Total calculated
    $241,044
    From this org
    $211,939
    From related orgs
    $0
    Other
    $29,105
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $207,439
    Bonus
    $4,500
    Other
    $0
    Deferred
    $18,001
    Nontaxable benefits
    $11,104
    Filer's total
    $241,044

  • Marlena E Frye

    Vice Pres-Donor Services

    Total calculated
    $162,099
    From this org
    $130,511
    From related orgs
    $0
    Other
    $31,588
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $129,511
    Bonus
    $1,000
    Other
    $0
    Deferred
    $4,946
    Nontaxable benefits
    $26,642
    Filer's total
    $162,099

  • Michael E Stevenson

    Medical Director

    Total calculated
    $290,053
    From this org
    $256,986
    From related orgs
    $0
    Other
    $33,067
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $247,986
    Bonus
    $9,000
    Other
    $0
    Deferred
    $21,652
    Nontaxable benefits
    $11,415
    Filer's total
    $290,053

  • Regina Gardner

    Vice Pres-Donor Services

    Total calculated
    $168,384
    From this org
    $151,318
    From related orgs
    $0
    Other
    $17,066
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $150,318
    Bonus
    $1,000
    Other
    $0
    Deferred
    $7,671
    Nontaxable benefits
    $9,395
    Filer's total
    $168,384

  • Tamara J Kirkwood

    Vice Pres-CR & DR

    Total calculated
    $249,446
    From this org
    $217,646
    From related orgs
    $0
    Other
    $31,800
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $216,646
    Bonus
    $1,000
    Other
    $0
    Deferred
    $18,385
    Nontaxable benefits
    $13,415
    Filer's total
    $249,446

  • Tara N Scott

    Vice Pres-Marketing & Communications

    Total calculated
    $211,434
    From this org
    $167,539
    From related orgs
    $0
    Other
    $43,895
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $165,539
    Bonus
    $2,000
    Other
    $0
    Deferred
    $16,369
    Nontaxable benefits
    $27,526
    Filer's total
    $211,434

  • Terry Ridenour

    Vice Pres-Center Admin & Ops

    Total calculated
    $239,297
    From this org
    $204,315
    From related orgs
    $0
    Other
    $34,982
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $200,315
    Bonus
    $4,000
    Other
    $0
    Deferred
    $17,786
    Nontaxable benefits
    $17,196
    Filer's total
    $239,297

  • Tina Ipe

    Chief Medical Officer

    Total calculated
    $506,718
    From this org
    $462,333
    From related orgs
    $0
    Other
    $44,385
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $366,104
    Bonus
    $2,000
    Other
    $94,229
    Deferred
    $15,000
    Nontaxable benefits
    $29,385
    Filer's total
    $506,718

  • Walter J Linz

    Chief Medical Officer

    Total calculated
    $359,313
    From this org
    $336,121
    From related orgs
    $0
    Other
    $23,192
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $333,621
    Bonus
    $2,500
    Other
    $0
    Deferred
    $10,000
    Nontaxable benefits
    $13,192
    Filer's total
    $359,313

  • Eden L Manning

    Director-Contact Center

    Total calculated
    $251,497
    From this org
    $232,642
    From related orgs
    $0
    Other
    $18,855
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $136,913
    Bonus
    $1,500
    Other
    $94,229
    Deferred
    $5,526
    Nontaxable benefits
    $13,329
    Filer's total
    $251,497

  • Jennifer L Chain

    Director-Research & Development

    Total calculated
    $162,739
    From this org
    $140,968
    From related orgs
    $0
    Other
    $21,771
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $114,125
    Bonus
    $1,000
    Other
    $25,843
    Deferred
    $5,852
    Nontaxable benefits
    $15,919
    Filer's total
    $162,739

  • John E Krischel

    Director-Service Delivery

    Total calculated
    $160,912
    From this org
    $136,979
    From related orgs
    $0
    Other
    $23,933
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $130,979
    Bonus
    $6,000
    Other
    $0
    Deferred
    $5,474
    Nontaxable benefits
    $18,459
    Filer's total
    $160,912

  • Melissa J Stubblefield

    Manager-Therapeutic Services

    Total calculated
    $153,927
    From this org
    $138,916
    From related orgs
    $0
    Other
    $15,011
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $133,916
    Bonus
    $5,000
    Other
    $0
    Deferred
    $5,414
    Nontaxable benefits
    $9,597
    Filer's total
    $153,927

  • Michelle L Stewart

    Controller

    Total calculated
    $164,611
    From this org
    $148,884
    From related orgs
    $0
    Other
    $15,727
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $147,884
    Bonus
    $1,000
    Other
    $0
    Deferred
    $15,331
    Nontaxable benefits
    $396
    Filer's total
    $164,611

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 INDIVIDUALS RECEIVED A SEVERANCE PAYMENT IN THEIR 2023 TAXABLE COMPENSATION: Eden Manning $94,230 Jennifer Chain $25,843
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 $79,353 - RANDALL STARK $46,913 - KIMBERLY VAN ANTWERPEN - $48,164 -CHARLES MOONEY, JR . $47,345 NO AMOUNTS WERE DEFERRED.
Schedule J, Part I, Line 7 Non-fixed payments
THE CEO HAS THE POTENTIAL OF EARNING A BONUS BASED ON CEO PERFORMANCE CRITERIA, REGULATORY COMPLIANCE, ORGANIZATIONAL GROWTH, MAINTAINING CUSTOMERS, ACQUIRING NEW CUSTOMERS, CUSTOMER SERVICE, PUBLIC PERCEPTION, AND ALLOWING NO SHORTAGE OF BLOOD PRODUCTS TO HOSPITAL CUSTOMERS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • GLOBAL BLOOD FUND

    $109,995

    THIS CHARITY (OF WHICH OBI HOLDING 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 FORGO RECEIVING A T-SHIRT AFTER COMPLETING A DONATION AND ARE MADE AT A RATE LESS THAN THE COST OF THE T-SHIRT.

  • UNITED WAY OF CENTRAL OKLAHOMA

    $21,750

    This charity is committed to improving the health, safety, education, and economic well-being of Central Oklahoma residents.

  • LAST FRONTIER COUNCIL

    $7,500

    TO SUPPORT THE MISSION OF THE ORGANIZATION TO PREPARE YOUNG PEOPLE TO MAKE ETHICAL AND MORAL CHOICES OVER THEIR LIFETIMES.

  • 918 FULLY INVOLVED

    $5,100

    TO SUPPORT THIS CHARITIES MISSION OF SERVING PEOPLE WITH SPECIAL NEEDS TO ENSURE THIS DESERVING POPULATION RECEIVES THE SUPPORT AND ATTENTION THEY TRULY DESERVE.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BIOLINKED LLC

    RESEARCH · OK · income $7,525 · assets $0

    Directly controlled by OBI HOLDING COMPANY

  • OBI REAL ESTATE COMPANY II

    REAL ESTATE · OK · income $0 · assets $0

    Directly controlled by OBI HOLDING COMPANY

  • CYTOGROWTH SOLUTION LLC

    RESEARCH · OK · income $18,341 · assets $0

    Directly controlled by OBI HOLDING COMPANY

  • BLOOD INSTITUTE VENTURES LLC

    INVESTMENTS · OK · income $0 · assets $0

    Directly controlled by OBI HOLDING COMPANY

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • THE EAST CENTRAL OKLAHOMA BLOOD INSTITUTE

    C Corporation · SUPPORT ORG · OK · controlled entity

    Directly controlled by OBI HOLDING COMPANY

  • SOUTHERN OKLAHOMA BLOOD INSTITUTE

    C Corporation · SUPPORT ORG · OK · controlled entity

    Directly controlled by OBI HOLDING COMPANY

Provenance

Return type
form_990
Tax year
2023
Filed
15 February 2025
IRS schema version
2023v6.0
Source object
202530469349300903

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