What the amendment changed
Compared with the return it replaced , filed 30 November 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $141,433 changed to $22,910
- Total expenses
- $223,870 changed to $50,371
- Contributions and grants received
- $140,732 changed to $22,608
- Grants paid
- $14,859 changed to $3,576
- Program services expenses
- $151,233 changed to $36,333
- Management and general expenses
- $54,774 changed to $9,358
- Fundraising expenses
- $17,863 changed to $4,680
- Program service expenses (Part III)
- $151,233 changed to $36,333
Listed only on the earlier return
- JOHN ARMITAGE MD
Listed only on the later return
- JOHN B ARMITAGE MD
Totals
- Total revenue
- $22,910
- Total expenses
- $50,371
- Contributions and grants received
- $22,608
- Grants paid
- $3,576
- Program services expenses (Part IX)
- $36,333
- Management and general expenses
- $9,358
- Fundraising expenses
- $4,680
- Program service expenses (Part III)
- $36,333
Program services were 72.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JOHN B ARMITAGE MD
BOARD CHAIR
- Total calculated
- $849,129
- From this org
- $0
- From related orgs
- $762,881
- Other
- $86,248
- Hours/week
- 4 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $680,481 related
- Bonus
- $0 + $76,400 related
- Other
- $0 + $6,000 related
- Deferred
- $0 + $58,000 related
- Nontaxable benefits
- $0 + $29,834 related
- Filer's total
- $0 + $850,715 related
-
RANDALL STARK
TREASURER
- Total calculated
- $350,203
- From this org
- $0
- From related orgs
- $293,460
- Other
- $56,743
- Hours/week
- 4 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $291,960 related
- Bonus
- $0 + $1,250 related
- Other
- $0 + $250 related
- Deferred
- $0 + $29,500 related
- Nontaxable benefits
- $0 + $30,416 related
- Filer's total
- $0 + $353,376 related
-
RANDAL CARL JUENGEL MD
BOARD MEMBER
- Total calculated
- $12,000
- From this org
- $0
- From related orgs
- $12,000
- Other
- $0
- Hours/week
- 2 + 3 related
-
AXEL STOVER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
ANTOINETTE GAWIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
GAVIN EVANS
CONTRACT EXECUTIVE DIRECTOR
- Total calculated
- $167,180
- From this org
- $167,180
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $167,180
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $167,180
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 — 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 · 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)
- PART I, LINE 4B
- 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 - RANDALL STARK NO AMOUNTS BECAME VESTED OR WERE PAID IN CALENDAR YEAR 2022.
- 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 (OKLAHOMA 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 BLEND 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 FORM 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.
-
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
-
501(C)(3) · HOLDING CO · OK
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202410459349301971
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.