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 BANK OF SAN BERNARDINO AND RIVERSIDE COUNTIES
Employer identification number
95-1708743
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.") .
34,597
41,097
31,196
49,694
57,418
214,002
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......
48,841,674
50,479,875
53,028,685
54,546,610
52,587,749
259,484,593
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
48,876,271
50,520,972
53,059,881
54,596,304
52,645,167
259,698,595
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
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.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
259,698,595
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...
48,876,271
50,520,972
53,059,881
54,596,304
52,645,167
259,698,595
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
224,377
440,177
407,008
404,064
360,852
1,836,478
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
224,377
440,177
407,008
404,064
360,852
1,836,478
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
82,971
169,908
420,320
941,059
1,416,407
3,030,665
13
Total support. (Add lines 9, 10c, 11, and 12.)..
49,183,619
51,131,057
53,887,209
55,941,427
54,422,426
264,565,738
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
98.160 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
98.600 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
1.000 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
1.000 %
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 BANK OF SAN BERNARDINO AND RIVERSIDE COUNTIES
Employer identification number
95-1708743
Return Reference
Explanation
FORM 990 - ORGANIZATION'S MISSION
MISSION STATEMENT OF THE BLOOD BANK OF SAN BERNARDINO AND RIVERSIDE COUNTIES: "WE HELP SAVE LIVES BY CONNECTING DONORS AND PATIENTS THROUGH THE GIFT OF BLOOD."
FORM 990, PAGE 2, PART III, LINE 4A
APPROXIMATELY 177,250 INDIVIDUALS DONATED MORE THAN 129,900 BLOOD CELLS AND 15,925 APHERESIS COLLECTIONS THAT PROVIDED PLATELETS, PLASMA AND RED BLOOD CELLS. BLOOD WAS COLLECTED AT FIVE FIXED COLLECTION SITES IN SAN BERNARDINO, RIVERSIDE, ONTARIO, VICTORVILLE, AND LA QUINTA. MULTIPLE BLOOD DRIVES WERE HELD DAILY AT LOCAL COMPANIES, CHURCHES, GOVERNMENT AGENCIES, HIGH SCHOOLS, COLLEGES, AND CIVIC ORGANIZATIONS. LIFESTREAM WORKS WITH MORE THAN 1,000 DONOR CLUBS - FROM COMMUNITIES, BUSINESSES, CHURCHES, SCHOOLS, SERVICE CLUBS AND GOVERNMENT AGENCIES THAT HOST BLOOD DRIVES AND ENCOURAGE THEIR MEMBERS TO GIVE THE GIFT OF LIFE. LIFESTREAM ALSO SUPPLIED SPECIALTY PRODUCTS SUCH AS RED CELLS AND PLASMA FOR PEDIATRIC PATIENTS, HIGH DOSE WHITE BLOOD CELLS TO TREAT PATIENTS WITH INFECTIONS, LARGE VOLUME APHERESIS PLASMA FOR BURN, TRAUMA AND TRANSPLANT PATIENTS AND POOLED CRYOPRECIPITATE AND FACTOR CONCENTRATES FOR PATIENTS WITH BLEEDING DISORDERS. AUTOLOGOUS AND DIRECTED DONATION SERVICES WERE MADE AVAILABLE TO PATIENTS AND THEIR FAMILIES WHO DESIRED TO DONATE BLOOD IN ADVANCE OF ANTICIPATED NEED. IN ADDITION TO BLOOD COLLECTION, LIFESTREAM'S COMPONENT LABORATORY PREPARED SPECIALIZED COMPONENTS INCLUDING PACKED RED CELLS, FRESH FROZEN PLASMA, PLATELETS, CRYOPRECIPITATE AND WASHED, LEUKOCYTE-POOR AND FROZEN RED BLOOD CELLS. AS ONE OF TWO AABB (AMERICAN ASSOCIATION OF BLOOD BANKS) ACCREDITED IMMUNOHEMATOLOGY LABS IN SAN BERNARDINO AND RIVERSIDE COUNTIES, LIFESTREAM IS EXPERT AT SOLVING COMPLEX PROBLEMS INVOLVING RARE BLOOD TYPES AND OTHER SOPHISTICATED BLOOD CENTER SERVICES. THE COMPREHENSIVE AUTOMATED COLLECTION PROGRAM KNOWN AS APHERESIS, ALLOWED DONORS THE OPPORTUNITY TO PROVIDE SPECIFIC BLOOD COMPONENTS SUCH AS RED CELLS, PLASMA, PLATELETS AND WHITE BLOOD CELLS TO SERIOUSLY ILL PATIENTS. LIFESTREAM ALSO OVERSAW OUTSOURCED INFECTIOUS DISEASE TESTING OF DONATED BLOOD, DISTRIBUTED BLOOD COMPONENTS FOR TRANSFUSION AND MANAGEMENT OF BLOOD COMPONENTS INVENTORY. WHEN NECESSARY BLOOD COMPONENTS WERE IMPORTED FROM OTHER BLOOD CENTERS TO ENSURE THE TIMELY FULFILLMENT OF REGIONAL TRANSFUSION NEEDS. LIFESTREAM ADHERES TO ALL FEDERAL AND INDUSTRY MANDATES AND REGULATIONS RELATED TO BLOOD COLLECTIONS, AND HAS CONSISTENTLY MET THE STRICT REQUIREMENTS OF VARIOUS REGULATORY AGENCIES. LIFESTREAM IS AN ACTIVE PARTICIPANT AND REGISTERED DONOR CENTER WITH THE NATIONAL MARROW DONOR PROGRAM (NMDP). THIS PROGRAM HELPS PEOPLE WHO NEED A LIFESAVING MARROW OR BLOOD CELL TRANSPLANT. AS A MEMBER OF THE NMDP, LIFESTREAM RECRUITS, REGISTERS, AND EDUCATES MARROW DONORS AND COORDINATES THE DONATION PROCESS WHEN A LOCAL MATCH IS FOUND. MORE THAN 32,741 PEOPLE HAVE JOINED THE REGISTRY THROUGH LIFESTREAM, OF THESE, 213 DONATIONS MATCHED PATIENTS IN DIRE NEED OF A MARROW TRANSPLANT. BETWEEN JULY 2013 AND JUNE 2014, 8 OF OUR DONORS MATCHED PATIENTS AND GAVE THE GIFT OF LIFE THROUGH THEIR BLOOD STEM CELLS.
FORM 990, PAGE 2, PART III, LINE 4B
LIFESTREAM INITIATED AN ACADEMIC INTERNSHIP PROGRAM TO PROMOTE ACADEMIC, CAREER AND PERSONAL DEVELOPMENT FOR STUDENTS ATTENDING LOCAL EDUCATIONAL INSTITUTIONS. IT IS OUR INTENTION TO BECOME A VALUED PARTNER IN THE ACADEMIC COMMUNITY. THE TYPICAL EXPERIENCE LASTS FROM THREE TO SIX MONTHS. THE ACADEMIC INTERNSHIPS ARE DIFFERENT FROM SHORT-TERM JOBS OR VOLUNTEER WORK IN THAT THEY HAVE A WRITTEN LEARNING AGREEMENT WHICH IS STRUCTURED AND MONITORED BY THE ORGANIZATION. LIFESTREAM OFFERS A SERIES OF CONTINUING EDUCATION PROGRAMS IN THE FORM OF AUDIO CONFERENCES PRESENTED BY AMERICAN ASSOCIATION OF BLOOD BANKS (AABB) AND AMERICAN SOCIETY FOR CLINICAL PATHOLOGY (ASCP). THESE AUDIO CONFERENCES ARE LINKED TO A TELEPHONIC NEWTWORK ACROSS THE NATION. DURING FY 13-14,9 AABB AUDIO CONFERENCES WITH MORE THAN 62 PARTICIPANTS WERE ARRANGED USING LIFESTREAM'S CONFERENCE ROOMS. THE AABB AUDIO CONFERENCES PROVIDE THE BLOOD BANKING AND TRANSFUSION COMMUNITY WITH UP-TO-DATE INFORMATION ON CURRENT STANDARDS, ACCREDITATION REQUIREMENTS, MEDICAL AND SCIENTIFIC ADVANCES, AS WELL AS ADMINISTRATIVE AND MANAGMENT PRACTICES. THE ASCP TELE-CONFERENCES PROVIDE INFORMATION ON ISSUES IMPACTING PATHOLOGY AND LABORATORY MEDICINE, DIAGNOSTIC AND INTERPRETIVE DEVELOPMENTS, TECHNOLOGICAL ADVANCES, EVOLVING GOVERNMENT REGULATIONS AND MORE. CONTINUING EDUCATION UNITS ARE PROVIDED TO THE PARTICIPANTS IN FULFILLMENT OF REQUIREMENTS FOR LICENSING RENEWALS AND OTHER PROFESSIONAL IMPROVEMENT PROGRAMS. LIFESTREAM HAS A TRANSFUSION TECHNICAL ADVISORY COMMITTEE THAT MEETS SEVERAL TIMES A YEAR. PHYSICIANS RESPONSIBLE FOR TRANSFUSION MEDICINE FROM HOSPITALS ARE INVITED TO SHARE IDEAS AND CONCERNS REGARDING SERVICES BEING PROVIDED BY LIFESTREAM DISCUSSIONS ARE FOCUSED ON EMERGING HEALTH CARE TOPICS AND DAY-TO-DAY OPERATIONAL ISSUES. THESE MEETINGS PROVIDE THE ORGANIZATION A"CUSTOMER'S VIEW" OF HOW WE ARE PERFORMING AND OPPORTUNITIES FOR IMPROVEMENT. DISCUSSION OF EMERGING ISSUES, NEW MEDICAL TESTING TO PREVENT POTENTIAL LIFE THREATENING DISEASES FROM TRANSFUSION, APPROPRIATE USE OF BLOOD PRODUCTS AND OTHER IMPORTANT DISCUSSIONS AND IDEAS TAKE PLACE AT THESE MEETINGS.
FORM 990, PAGE 2, PART III, LINE 4C
LIFESTREAM'S MEDICAL DIRECTORS PROVIDED LECTURES FOR GRAND ROUNDS AT VARIOUS HOSPITALS AND TO THE COUNTY MEDICAL SOCIETIES ON TOPICS RELATED TO BLOOD PRODUCTS, TRANSFUSIONS, DISEASE PREVENTION, APPROPRIATE USE OF BLOOD PRODUCTS AND TRANSFUSIONS TO SAVE PATIENTS LIVES. LIFESTREAM HAS DEVELOPED "A PATIENT'S GUIDE TO BLOOD TRANSFUSIONS", "HIGH SCHOOL DONORS CAN MAKE A DIFFERENCE" AND "HEALTHY EATING FOR HEALTHY BLOOD". PAMPHLETS IN ENGLISH AND SPANISH TO BE DISTRIBUTED THROUGHOUT THE COMMUNITY TO EDUCATE THE PUBLIC ON TRANSFUSIONS AND DONATIONS. LIFESTREAM'S MANAGEMENT STAFF CONTRIBUTED TO THE BLOOD BANKING INDUSTRY ON A VARIETY OF LEVELS, DONATING THEIR TIME AND TALENTS. THESE EMPLOYEES PARTICIPATED IN REGIONAL AND NATIONAL BLOOD BANKING ORGANIZATIONS AS PROGRAM PRESENTERS AND COMMITTEE/BOARD MEMBERS. THESE ORGANIZATIONS INCLUDE THE AABB, AMERICA'S BLOOD CENTERS (ABC) AND CALIFORNIA BLOOD BANK SOCIETY (CBBS).
FORM 990, PAGE 2, PART III, LINE 4D
VOLUNTEERS: LIFESTREAM DEPENDS ON THE VALUABLE HELP PROVIDED BY VOLUNTEERS. MORE THAN 308 MEN AND WOMEN GAVE THOUSANDS OF HOURS OF VOLUNTEER TIME TO LIFESTREAM DURING FY 2014. THEY ASSISTED AT LIFESTREAM'S LOCATIONS, AS WELL AS HIGH SCHOOLS AND COMMUNITY BLOOD DRIVES. THEY PERFORMED A VARIETY OF CLERICAL DUTIES AND SERVED REFRESHMENTS IN THE CANTEENS. LIFESTREAM HOSTS AN ANNUAL VOLUNTEER RECOGNITION PROGRAM.
FORM 990, PAGE 6, PART VI, LINE 4
LIFESTREAM AMENDED IT ARTICLES OF INCORPORATION AND BYLAWS TWICE DURING THE YEAR ENDED JUNE 30, 2014. THE FIRST AMENDMENT WAS TO ACCOMPLISH THE TRANSITION FROM A MEMBERSHIP ORGANIZATION TO A SELF-PERPETUATING GOVERNANCE STRUCTURE. LIFESTREAM'S BOARD VOTED TO MAKE THIS TRANSITION IN 2005 AND BEGAN OPERATING IN ALL MATERIAL RESPECTS IN THIS MANNER AT THAT TIME. HOWEVER, WE DISCOVERED IN EARLY 2014 THAT NOT ALL NECESSARY DOCUMENTS WERE APPROPRIATELY FILED WITH THE STATE OF CALIFORNIA. THESE DOCUMENTS WERE PREPARED AND FILED AS NECESSARY IN 2014. APPROVAL FOR THIS CHANGE WAS OBTAINED FROM THE TWO FORMER MEMBER ORGANIZATIONS - THE SAN BERNARDINO COUNTY MEDIAL SOCIETY AND THE RIVERSIDE COUNTY MEDICAL SOCIETY. THE SECOND CHANGE WAS TO MODIFY THE GOVERNANCE STRUCTURE BACK TO A MEMBERSHIP STRUCTURE WITH ONLY ONE MEMBER. THE SOLE MEMBER OF LIFESTREAM IS NOW BLOOD SYSTEMS INC. (BSI) BASED IN SCOTTSDALE, AZ. BSI HAS THE RIGHT TO APPOINT TWO MEMBERS OF THE LIFESTREAM BOARD AND LIFESTREAM HAS THE RIGHT TO APPOINT TWO MEMBERS OF THE BSI BOARD. IN ADDITION, BSI HAS CERTAIN RESERVE POWERS RELATIVE TO LIFESTREAM SUCH AS THE APPROVAL OF THE ANNUAL BUDGET.
FORM 990, PAGE 6, PART VI, LINE 11B
THE CFO REVIEWS FORM 990 WITH THE CEO AND BOARD OF DIRECTORS PRIOR TO SIGNING AND FILING WITH THE GOVERNMENT AGENCIES.
FORM 990, PAGE 6, PART VI, LINE 15A
SALARIES ARE REVIEWED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE OF THE BOARD.
FORM 990, PAGE 6, PART VI, LINE 15B
SALARIES ARE REVIEWED ON AN ANNUAL BASIS.
FORM 990, PAGE 6, PART VI, LINE 19
THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S CORPORATE OFFICE DURING NORMAL BUSINESS HOURS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.