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Nonprofiteer
← GLOBAL BLOOD FUND

Form 990 for tax year 2023

Filed by GLOBAL BLOOD FUND.

Totals

Total revenue
$127,949
Total expenses
$263,584
Contributions and grants received
$127,329
Grants paid
$43,766
Program service revenue
$0
Investment income
$620
Other revenue
$0
Total assets, end of year
$169,383
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$169,383
Program services expenses (Part IX)
$181,179
Management and general expenses
$63,604
Fundraising expenses
$18,801
Program service expenses (Part III)
$181,179

Program services were 68.7% 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.

  • 1d · Related organizations

    $109,995

  • 1f · All other contributions, gifts and grants

    $17,334

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $620 · excluded $620

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,086 · program services $5,086

  • 3 · Grants to foreign organizations and individuals

    total $38,680 · program services $38,680

  • 5 · Compensation of officers, directors and key employees

    total $174,000 · program services $121,800 · management and general $34,800 · fundraising $17,400

  • 11c · Fees: accounting

    total $12,128 · management and general $12,128

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $5,921 · program services $5,803 · management and general $118

  • 17 · Travel

    total $13,755 · management and general $13,755

  • 24a · Other expenses: MISCELLANEOUS

    total $14,014 · program services $9,810 · management and general $2,803 · fundraising $1,401

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $42,419 · end of year $37,076

  • 2 · Savings and temporary cash investments

    beginning of year $250,734 · end of year $115,969

  • 4 · Accounts receivable

    beginning of year $11,865 · end of year $16,338

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $236,253 · end of year $100,618

  • 28 · Net assets with donor restrictions

    beginning of year $68,765 · end of year $68,765

Mission and programs · 2023

Mission

TO WORK WITH LOW AND MIDDLE HDI COUNTRIES TO ENSURE A SAFE AND SUFFICIENT BLOOD SUPPLY FOR ALL BY PROMOTING VOLUNTARY NON-REMUNERATED BLOOD DONATION TO HELP PREVENT THE HUNDREDS OF THOUSANDS OF DEATHS THAT RESULT EACH YEAR FROM BLOOD SHORTAGES.

Activities or mission (Part I)

TO WORK WITH LOW HDI COUNTRIES TO ENSURE A SAFE AND SUFFICIENT BLOOD SUPPLY FOR ALL.

  • NON-EQUIPMENT BASED SUPPORT FORMS A MAJOR COMPONENT OF GBF'S OVERALL PACKAGE OF CHARITABLE ACTIVITY. THE CONTINUING WAR IN UKRAINE SAW A CONTINUATION OF 2022 ACTIVITY WITH UKRAINIAN PARTNER DONOR UA, WHEREBY LUNCHES ARE PROVIDED TO STAFF AT ZAPORIZHZHIA BLOOD CENTER; A SYMBOLIC APPRECIATION FROM THE GLOBAL BLOOD BANKING COMMUNITY FOR THEIR BRAVERY AND HARD WORK. THIS EFFORT WAS FACILITATED THROUGH DONOR PROMOTIONS RUN BY SEVERAL BLOOD CENTER PARTNERS TO RAISE MONEY FOR UKRAINE-FOCUSED ACTIVITY. IN OCTOBER 2023, BOTH GLOBAL BLOOD FUND AND DONOR UA WERE RECOGNIZED WITH AABB'S PRESTIGEOUS PRESIDENT'S AWARD 'FOR EXTRAORDINARY LEADERSHIP IN SUPPORTING TRANSFUSION MEDICINE PROFESSIONALS IN WAR-TORN AREAS OF UKRAINE. GBF LAUNCHED THE PILOT OF AN INTERNATIONAL MENTORING PROGRAM, DESIGNED TO LEVERAGE THE KNOWLEDGE AND SKILLS OF SEASONED BLOOD BANKING PROFESSIONALS IN THE US AND EUROPE, TO HELP PROFESSIONAL COUNTERPARTS IN THE NATIONAL BLOOD SERVICE GHANA (THE AFRICAN PARTNER SELECTED FOR THE PILOT) IMPROVE THEIR ORGANIZATIONAL CAPACITY AND ABILITY TO MEET THE TRANSFUSION NEEDS OF THE COUNTRY'S PATIENTS. GBF WORKED WITH THE AUTHORITIES IN GHANA TO RUN A 'STORY CONTEST' TO GENERATE NARRATIVE TO PROMOTE DONATION AND ENCOURAGE NEW DONORS TO COME FORWARD, AS WELL AS A PILOT FOR USING PRE-DONATION ABO TYPING AS A STRATEGY FOR RECRUITING NEW DONORS. IN FEBRUARY 2024, GBF USED THE OPPORTUNITY OF THE BIENNIAL AfSBT MEETING IN KAMPALA, UGANDA, TO DISTRIBUTE, FREE OF CHARGE, SEVERAL HUNDRED DECKS OF A PROPREITY NEW BLOOD GROUP CARD GAME, 'REVIVR'. THIS TO BE USED AS A DONOR ENGAGEMENT AND STAFF TRANING TOOL. FEEDBACK WAS EXTREMELY POSITIVE, BOTH DURING AND AFTER THE EVENT. THIS EVENT WAS ALSO USED TO OFFER TO BLOOD SERVICES ACROSS THE AFRICAN CONTINENT THE OPPORTUNITY TO USE, FREE OF CHARGE, HEMA-QUEBEC'S '130-FOR-1' DONOR RECRUITMENT VIDEO. PERMISSION WAS OBTAINED FROM HEMA-QUEBEC FOR THIS OFFER BECAUSE OF THE VIDEO'S SUITABLILITY: FEATURING AN ENTIRELY BLACK CAST AND CARRYING A STRONG MESSAGE ABOUT THE IMPORTANCE OF BLOOD IN TREATING SICKLE CELL DISEASE THAT RESONATES ACROSS THE AFRICAN CONTINENT.

    Expenses $72,471 · Grants $17,506

  • RE-HOMING OF DISPLACED EQUIPMENT RETAINED ITS STATUS AS ONE OF THE MOST IMPORTANT PROGRAMS. GBF OWNS AND MANAGES 'EqXCHANGE', A CLOUD-BASED PLATFORM ENABLING BLOOD SERVICES WORLDWIDE TO LIST EQUIPMENT AVAILABLE FOR DONATION. THIS TYPICALLY BECOMES AVAILABLE WHERE ITEMS ARE DISPLACED AS A CONSEQUENCE OF ROUTINE UPGRADE PROGRAMS, LEAVING STILL-SERVICEABLE EQUIPMENT SURPLUS TO LOCAL REQUIREMENTS. AS WELL AS VIEWING AND RESPONDING TO OFFERS, THE SYSTEM OFFERS BLOOD SERVICES IN LOW-INCOME COUNTRIES THE ABILITY TO LIST AND CIRCULATE THEIR SPECIFIC REQUIREMENTS WORLDWIDE. ONCE A MATCH IS MADE BETWEEN DONOR AND RECIPIENT, GBF MANAGES AND RESOURCES THE LOGISTICS OF RE-HOMING. DONATIONS MOSTLY COME FROM THE US AND EUROPE. RECIPIENTS ARE TYPICALLY BLOOD SERVICES IN AFRICA, LATIN AMERICA, AND ASIA. AS PREVIOUSLY MENTIONED, WORK HAS COMMENCED ON BUILDING NEW FUNCTIONALITY INTO THE PLATFORM. EXAMPLES OF 2023/24 ACTIVITY INCLUDE THE DONATION OF SEVERAL BLOODMOBILES, PORTABLE DONOR BEDS, CENTRIFUGES, BLOOD MIXERS AND T-SHIRTS FOR USE AS DONOR RECOGNITION ITEMS.

    Expenses $45,295 · Grants $10,941

  • IN ADDITION TO THE LAUNCH OF THE MENTORING PROGRAM, DISCUSSED ABOVE, GBF CONTINUES TO PROMOTE ITS ONLINE TRAINING COURSE FOCUSED ON DONOR RECRUITMENT, RETENTION AND MANAGEMENT. THIS REMOTE LEARNING INITIATIVE OFFERS SIX HOURS/12 MODULES OF FREE VIDEO CONTENT. SEVERAL HUNDRED ENROLEES HAVE NOW COMPLETED THE PROGRAM AND IT CONTINUES TO ATTRACT SIGNIFICANT INTEREST AND ENGAGEMENT AND WIDESPREAD APPROBATION FROM THE INTERNATIONAL BLOOD BANKING COMMUNITY.

    Expenses $36,236 · Grants $8,753

  • MUCH OF GBF'S ACTIVITY RELATES TO ITS ABILITY TO CREATE AND GALVANIZE NETWORKS IN THE US, EUROPE, AND AUSTRALASIA (NATIONAL AND REGIONAL BLOOD SERVICES, INDUSTRY SUPPLIERS, REGULATORY BODIES ETC.) TO ASSIST DEVELOPING-WORLD BLOOD COLLECTION ORGANIZATIONS. WORKING BOTH DIRECTLY AND THROUGH PAN-NATIONAL AND PROFESSIONAL ASSOCIATIONS, GBF IS ABLE TO ASSEMBLE MULTI-AGENCY COLLABORATIONS, WITH OBJECTIVES AND CONFIGURATIONS DIFFERING BY PROJECT. OVER THE PERIOD, CLOSE RELATIONSHIPS WERE NURTURED WITH ASBT (AFRICA SOCIETY FOR BLOOD TRANSFUSION), ISBT (INTERNATIONAL SOCIETY FOR BLOOD TRANSFUSION), COBA (COALITION OF BLOOD FOR AFRICA), AABB (ASSOCIATION FOR THE ADVANCEMENT OF BLOOD AND BIOTHERAPIES), ADRP (ASSOCIATION OF BLOOD DONOR PROFESSIONALS), GCIAMT (GRUPO COOPERATIVO IBEROAMERICANO DE MEDICINA TRANSFUSIONAL), ETC. A FORMAL MEMORANDUM OF UNDERSTAND WAS SIGNED WITH GCIAMT TO REFLECT GBF'S INCREASED FOCUS ON THE LATIN AMERICA REGION. GBF ALSO PARTNERED WITH A FRENCH MANUFACTURER OF ABO/RH TESTING TECHNOLOGY, DIAGAST, TO SUPPORT A PILOT IN GHANA OF PRE-DONATION BLOOD TYPING AS A RECRUITMENT STRATEGY.

    Expenses $18,118 · Grants $4,378

  • GBF'S "OPEN ARMS" PROGRAM GIVES BLOOD CENTERS ACROSS THE U.S. AND IN OTHER PARTS OF THE WORLD AN OPPORTUNITY TO OFFER THEIR BLOOD DONORS A CHARITABLE ALTERNATIVE TO THE USUAL RECOGNITION ITEMS OF PRINTED T-SHIRTS, ETC. THIS PROGRAM CREATES A VIRTUOUS CIRCLE OF ACTIVITY SUCH AS IMPROVING DONOR CHOICE, MOTIVATING COLLECTION STAFF, SAVING BLOOD CENTERS MONEY, PROVIDING A DIVERSITY PLATFORM TO ENCOURAGE BLOOD DONATION FROM MINORITY COMMUNITIES AND PROVIDING RESOURCES FOR INTERNATIONAL DEVELOPMENT WORK IN AN AREA OF INTEREST TO ALL PARTIES. HOWEVER, BLOOD COLLECTORS ARE INCREASING LOOKING TO RAISE CHARITABLE FUNDS TO RESOURCE THEIR OWN CORE-MISSION, LEADING TO A REDUCTION IN THE WILLINGNESS TO ENCOURAGE THEIR DONORS AND OTHER STAKEHOLDERS TO GIVE TO THIRD-PARTY ORGANIZATIONS, HOWEVER RELEVANT THE CAUSE. IN RESPONSE, GBF HAS SWITCHED ITS STRATEGY AWAY FROM, FOR EXAMPLE, A PASSIVE BRANDED PRESENCE IN POINT-REDEMPTION STORES, TO INSTEAD OFFER TACTICAL SUPPORT ON A CAUSE-SPECIFIC BASIS THAT WILL ENGAGE BLOOD DONORS AND THEREBY IMPROVE COLLECTION, OR DELIVER AGAINST SOME OTHER SPECIFIC BUISNESS OBJECTIVE. SUPPORT FOR UKRAINE WAS A SUCCESSFUL EXAMPLE OF THIS APPROACH, THOUGH THE SALIENCE OF THIS CAUSE WANED DURING 2023.

    Expenses $9,059 · Grants $2,188

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

Listed in Part VII

  • John B Armitage MD

    President/CEO

    Total calculated
    $965,212
    From this org
    $0
    From related orgs
    $879,278
    Other
    $85,934
    Hours/week
    4 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $712,925 related
    Bonus
    $0 + $81,000 related
    Other
    $0 + $85,353 related
    Deferred
    $0 + $56,100 related
    Nontaxable benefits
    $0 + $29,834 related
    Filer's total
    $0 + $965,212 related
  • Randall G Stark

    TREASURER

    Total calculated
    $405,915
    From this org
    $0
    From related orgs
    $353,108
    Other
    $52,807
    Hours/week
    4 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,695 related
    Bonus
    $0 + $2,500 related
    Other
    $0 + $46,913 related
    Deferred
    $0 + $26,718 related
    Nontaxable benefits
    $0 + $26,089 related
    Filer's total
    $0 + $405,915 related
  • Antoinette Gawin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Axel Stover

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Randal C Juengel MD

    DIRECTOR

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

    Contract Executive Director

    Total calculated
    $171,250
    From this org
    $171,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $171,250
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $171,250

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 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
OKLAHOMA BLOOD INSTITUTE, A RELATED ORGANIZATION, PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR CERTAIN EXECUTIVES. THE FOLLOWING INDIVIDUALS PARTICIPATE IN THIS PLAN: - JOHN ARMITAGE, MD $79,353 - RANDALL STARK $46,913 NO AMOUNTS WERE DEFERRED.
Schedule J, Part II
THE VOLUNTEER BOARD MEMBERS AND OFFICERS ARE COMPENSATED BY A RELATED ORGANIZATION. NO PART OF THE RELATED ENTITY COMPENSATION IS FOR SERVICES RENDERED TO THE FILING ORGANIZATION. THE EXECUTIVE COMPENSATION FOR THOSE INDIVIDUALS IS PAID BY A RELATED ORGANIZATION (OKALHOMA BLOOD INSTITUTE - "OBI"). THE OBI POLICY IS AS FOLLOWS: AS LEADERS OF THE STATE'S LARGEST BIOPHARMACEUTICAL ORGANIZATION, A 900-PLUS STAFF ENTITY, THE ROLES OF CEO AND OTHER PHYSICIANS AND EXECUTIVES REQUIRE A RARE BLAND OF ASTUTE ORGANIZATIONAL LEADERSHIP, VISION, FIDUCIARY MANAGEMENT, ADVANCED MEDICAL SPECIALIZATION AND EXPERTISE IN THE UNIQUE SCIENTIFIC FIELD OF TRANSFUSION MEDICINE. EXECUTIVES HAVE RESPONSIBILITY FOR FIFTEEN OPERATIONAL FACILITIES ACROSS THREE STATES AND TEN MAJOR MARKETS IN THE REGION AND THE DAY-TO-DAY PROVISION OF A SAFE AND SUFFICIENT BLOOD SUPPLY TO MEET THE NEEDS OF PATIENTS IN MORE THAN 212 FACILITIES SERVED. THE COMPENSATION OF THE CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS COMPRISING COMMUNITY LEADERS, BUSINESS EXECUTIVES AND PHYSICIANS WITH EXEMPLARY ETHICAL AND FIDUCIARY STANDARDS. CEO COMPENSATION IS BASED ON COMPARATIVE SALARY DATA FROM SIMILAR HEALTH CARE ORGANIZATIONS USING IRS FROM 990S AND INDUSTRY SALARY SURVEYS. SIMILARLY, COMPENSATION FOR EXECUTIVES REPORTING TO THE CEO IS PROPOSED BY THE CEO BASED ON COMPARABLE NATIONAL AND LOCAL SALARIES FOR POSITIONS AND APPROVED BY THE EXECUTIVE COMMITTEE. CHANGES TO COMPENSATION ARE REVIEWED AND FORMALLY APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE RELATED ORGANIZATION'S BOARD OF DIRECTORS. GBF'S CONTRACT EXECUTIVE DIRECTOR IS AN INDEPENDENT CONTRACTOR. HIS COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD.

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

No itemized grants to organizations on this return.

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.

  • OKLAHOMA BLOOD INSTITUTE

    501(c)(3) · BLOOD CENTER · OK · controlled entity

    Directly controlled by OBI HOLDING COMPANY

  • OKLAHOMA BLOOD INSTITUTE FOUNDATION

    501(c)(3) · SUPPORT ORG · OK · controlled entity

    Directly controlled by OBI HOLDING COMPANY

  • OKLAHOMA BLOOD INSTITUTE REAL ESTATE

    501(c)(25) · REAL ESTATE · OK · controlled entity

    Directly controlled by OBI HOLDING COMPANY

  • OBI HOLDING COMPANY

    501(c)(3) · HOLDING CO · OK

    Directly controlled by NA

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.

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
202540469349300904

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