Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BLOOD CENTERS OF THE PACIFIC
Employer identification number
94-1156555
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
304,699
54,697
27,628
18,366
42,368
447,758
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
64,503,923
63,748,242
68,383,187
65,747,642
62,135,192
324,518,186
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
0
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
0
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
0
6
Total. Add lines 1 through 5.
64,808,622
63,802,939
68,410,815
65,766,008
62,177,560
324,965,944
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
0
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
0
c
Add lines 7a and 7b..
0
8
Public support (Subtract line 7c from line 6.)
324,965,944
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
64,808,622
63,802,939
68,410,815
65,766,008
62,177,560
324,965,944
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
15,918
8,935
39,201
171,909
213,837
449,800
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
0
c
Add lines 10a and 10b.
15,918
8,935
39,201
171,909
213,837
449,800
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
0
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
0
0
0
0
0
0
13
Total support. (Add lines 9, 10c, 11, and 12.)..
64,824,540
63,811,874
68,450,016
65,937,917
62,391,397
325,415,744
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
99.862 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
99.839 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
0.138 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
0.129 %
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BLOOD CENTERS OF THE PACIFIC
Employer identification number
94-1156555
Return Reference
Explanation
FORM 990, PART I, LINE 6
BLOOD CENTERS OF THE PACIFIC (BCP) VOLUNTEERS PROVIDE VITAL SUPPORT FOR PATIENTS. NOT ONLY DO VOLUNTEERS PROVIDE DIRECT SERVICES TO BLOOD DONORS, BUT VOLUNTEERS ALSO PLAY A CRITICAL ROLE IN SUPPORTING A VARIETY OF OUR OPERATIONS. BCP VOLUNTEERS WORK AT A DONATION CENTER OR BLOOD DRIVES, SERVE REFRESHMENTS AND MONITOR DONORS AFTER THEY HAVE GIVEN BLOOD, DELIVER BLOOD COMPONENTS TO LOCAL HOSPITALS, PROVIDE ADMINISTRATIVE SUPPORT, AND PROVIDE CLERICAL AND SOME TECHNICAL SUPPORT IN VARIOUS RESEARCH DEPARTMENTS.
FORM 990, PART VI, LINES 6
THE SOLE CORPORATE MEMBER OF BLOOD CENTERS OF THE PACIFIC (BCP) IS BLOOD SYSTEMS, INC. (BSI), A TAX-EXEMPT ORGANIZATION. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, LINE 7A AS THE SOLE CORPORATE MEMBER, BSI CAN ELECT TWO MEMBERS OF THE BCP BOARD OF DIRECTORS AND CAN ACCEPT OR REFUSE INDIVIDUALS NOMINATED BY THE BCP NOMINATING COMMITTEE.
FORM 990, PART VI, LINE 7B
IN ADDITION TO THE RIGHTS AND POWERS AFFORDED TO BLOOD SYSTEMS, INC. (BSI) AS THE CORPORATE MEMBER PURSUANT TO CALIFORNIA LAW, BSI HAS THE FOLLOWING RESERVED RIGHTS: (A) ACCEPT OR REFUSE INDIVIDUALS NOMINATED BY THE NOMINATING COMMITTEE TO SERVE ON THE BOARD OF DIRECTORS OF THE CORPORATION IN ACCORDANCE WITH SECTION 6.3 OF THE BYLAWS; (B) APPOINT TWO (2) MEMBERS OF THE BOARD OF DIRECTORS AND CONTINUALLY APPOINT SUCH MEMBERS' REPLACEMENTS TO ENSURE THAT AT ALL TIMES THE BOARD OF DIRECTORS INCLUDES AT LEAST TWO (2) MEMBERS APPOINTED DIRECTLY BY THE MEMBER; (C) HIRE AND TERMINATE THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CORPORATION; (D) APPROVE THE MISSION STATEMENT OF THE CORPORATION; (E) APPROVE AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION; (F) APPROVE ANY MERGER, JOINT VENTURE, PARTNERSHIP, AFFILIATION, OR SALE OR PURCHASE OF ASSETS TO WHICH THE CORPORATION IS A PARTY, WHICH IS NOT IN THE REGULAR COURSE OF BUSINESS OF THE CORPORATION; (G) APPROVE THE FORMATION OF ANY SUBSIDIARY OR AFFILIATE OF THE CORPORATION; (H) APPROVE THE ANNUAL CAPITAL AND OPERATING BUDGETS OF THE CORPORATION; (I) APPROVE THE CORPORATION'S INCURRENCE OR REFINANCING OF DEBT IN EXCESS OF $100,000, IN THE AGGREGATE, IN ANY FISCAL YEAR; AND (J) SELECT THE INDEPENDENT FINANCIAL ACCOUNTANTS/AUDITORS OF THE CORPORATION.
FORM 990, PART VI, LINE 11B
A COPY OF THE DRAFT FORM 990 AND SCHEDULES IS SUPPLIED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENTARY PRIOR TO FILING WITH THE IRS. AN EDUCATIONAL PRESENTATION IS MADE TO THE FINANCE AND INVESTMENT COMMITTEE, WHICH INCLUDES THE CHAIRMAN, VICE CHAIRMAN, SECRETARY/TREASURER, AND FIVE OTHER MEMBERS OF THE BOARD TO HIGHLIGHT KEY DISCLOSURES AND INFORMATION. IN CONJUNCTION WITH THIS PRESENTATION, THE FINANCE AND INVESTMENT COMMITTEE CLOSELY REVIEWS THE RETURN AND PROVIDES ANY QUESTIONS/COMMENTS TO MANAGEMENT. AFTER ALL COMMENTS/QUESTIONS ARE ADDRESSED, THE COMMITTEE APPROVES THE RETURN FOR FILING AND ERNST & YOUNG, THE PAID PREPARER, INCORPORATES ANY CHANGES INTO THE FINALIZED RETURN. THE FINAL DRAFT FORM 990 IS PROVIDED TO THE ENTIRE VOTING BOARD PRIOR TO FILING.
FORM 990, PART VI, LINE 12C
EACH YEAR, THE BOARD OF TRUSTEES AND SENIOR MANAGEMENT ARE REQUESTED TO SIGN AND RETURN A CONFLICT OF INTEREST FORM TO COMPANY COUNSEL. ANY CONFLICTS DISCLOSED ARE DISCUSSED IN EXECUTIVE SESSION WITH THE BOARD AND RESOLVED. IN ADDITION, IN PREPARATION FOR THE FORM 990 FILING, THE TRUSTEES, OFFICERS AND KEY EMPLOYEES IDENTIFIED ARE REQUIRED TO RESPOND TO A COMPREHENSIVE CONFLICT OF INTEREST AND FAMILY RELATIONSHIP QUESTIONNAIRE. ANY CONFLICTS DISCLOSED ARE DISCUSSED WITH THE BOARD AND DISCLOSED APPROPRIATELY ON THE FORM 990.
TOP OFFICIAL
FORM 990, PART VI, LINE 15A BLOOD CENTERS OF THE PACIFIC (BCP) EMPLOYS A MULTI-FACETED APPROACH AND MANY RESOURCES IN DETERMINING THE COMPENSATION OF ITS CEO. BCP HR, IN CONJUNCTION WITH BLOOD SYSTEMS, INC. (ITS PARENT), UTILIZES INDEPENDENT COMPENSATION CONSULTANTS AS WELL AS REGIONAL COMPENSATION AND MARKET SURVEYS TO OBTAIN BASELINE DATA. FINALLY, BCP'S EXECUTIVE COMMITTEE, ALONG WITH THE HR DIRECTOR, REVIEWS ALL OF THE DATA PRESENTED FROM INTERNAL AND EXTERNAL SOURCES TO ASCERTAIN THE APPROPRIATE AND MARKET-COMPETITIVE COMPENSATION. THE DELIBERATIONS AROUND COMPENSATION DECISIONS ARE DISCUSSED ANNUALLY AT THE APRIL EXECUTIVE SESSIONS. THE MINUTES FOR THESE EXECUTIVE SESSIONS ARE MAINTAINED BY THE BOARD.
FORM 990, PART VI, LINE 15B
BLOOD CENTERS OF THE PACIFIC (BCP) EMPLOYS A MULTI-FACETED APPROACH AND MANY RESOURCES IN DETERMINING THE COMPENSATION OF ITS KEY EMPLOYEES. BCP HR, IN CONJUNCTION WITH BLOOD SYSTEMS, INC. (ITS PARENT), UTILIZES INDEPENDENT COMPENSATION CONSULTANTS AS WELL AS REGIONAL COMPENSATION AND MARKET SURVEYS TO OBTAIN BASELINE DATA. FINALLY, BCP'S CEO, COO AND HR DIRECTOR, REVIEW ALL OF THE DATA PRESENTED FROM INTERNAL AND EXTERNAL SOURCES TO ASCERTAIN THE APPROPRIATE MARKET-COMPETITIVE COMPENSATION. THE DELIBERATIONS AROUND COMPENSATION DECISIONS ARE DISCUSSED ANNUALLY AT THE APRIL EXECUTIVE SESSIONS. THE MINUTES FOR THESE EXECUTIVE SESSIONS ARE MAINTAINED BY THE BOARD.
FORM 990, PART VI, LINE 19
AS A NON-PROFIT ORGANIZATION, FORM 990 IS AVAILABLE IN ITS ENTIRETY TO ANY INDIVIDUAL OR BUSINESS THAT DESIRES TO EXAMINE IT. ALL REQUESTS FOR REVIEW HAVE BEEN HANDLED EXPEDITIOUSLY TO ENSURE THAT THE REQUESTORS RECEIVE THEIR DESIRED INFORMATION IN A TIMELY MANNER. THE FORM 990 FOR CURRENT AND PAST YEARS IS ALSO POSTED ON GUIDESTAR FOR ORGANIZATIONS TO ACCESS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 9
PENSION EXPENSES OTHER THAN PERIODIC COST $2,474,095
FORM 990 PART IX LINE 24 - OTHER EXPENSES
DESCRIPTION:DONOR RECRUITMENT/PROMO ITEMS TOTAL EXPENSES:1270890 PROGRAM SERVICES:1270890
FORM 990 PART IX LINE 24 - OTHER EXPENSES
DESCRIPTION:EQUIPMENT LEASES, REPAIRS TOTAL EXPENSES:1005176 PROGRAM SERVICES:1005176
FORM 990 PART IX LINE 24 - OTHER EXPENSES
DESCRIPTION:ALL OTHER EXPENSES TOTAL EXPENSES:5144842 PROGRAM SERVICES:5144842
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.