Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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 VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 584,869 | 543,260 | 241,686 | 95,096 | 166,801 | 1,631,712 |
| 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 | 191,016,919 | 204,815,206 | 107,719,965 | 147,215,634 | 112,418,383 | 763,186,107 |
| 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 | 0 | 0 | 0 | 0 | 0 |
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | 0 | 0 | 0 | 0 | 0 | 0 |
| 6 | Total. Add lines 1 through 5 | 191,601,788 | 205,358,466 | 107,961,651 | 147,310,730 | 112,585,184 | 764,817,819 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 0 | 0 | 0 | 0 | 0 | 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. | 104,964,575 | 84,996,384 | 44,499,015 | 87,244,224 | 74,127,462 | 395,831,660 |
| c | Add lines 7a and 7b.. | 104,964,575 | 84,996,384 | 44,499,015 | 87,244,224 | 74,127,462 | 395,831,660 |
| 8 | Public support. (Subtract line 7c from line 6.) | 368,986,159 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 191,601,788 | 205,358,466 | 107,961,651 | 147,310,730 | 112,585,184 | 764,817,819 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 6,496,025 | 1,672,150 | 1,076,323 | 60,568 | 50,228 | 9,355,294 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | 0 | |||||
| c | Add lines 10a and 10b. | 6,496,025 | 1,672,150 | 1,076,323 | 60,568 | 50,228 | 9,355,294 |
| 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 VI.) .. | 1,013,614 | 750,102 | 189,103 | 971,628 | 45,269 | 2,969,716 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 199,111,427 | 207,780,718 | 109,227,077 | 148,342,926 | 112,680,681 | 777,142,829 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | 0 | |||
| 2 | Recoveries of prior-year distributions | 2 | 0 | |||
| 3 | Other gross income (see instructions) | 3 | 0 | |||
| 4 | Add lines 1 through 3 | 4 | 0 | |||
| 5 | Depreciation and depletion | 5 | 0 | |||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | 0 | |||
| 7 | Other expenses (see instructions) | 7 | 0 | |||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | 0 | |||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | 0 | |||
| b | Average monthly cash balances | 1b | 0 | |||
| c | Fair market value of other non-exempt-use assets | 1c | 0 | |||
| d | Total (add lines 1a, 1b, and 1c) | 1d | 0 | |||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): 0 |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | 0 | |||
| 3 | Subtract line 2 from line 1d | 3 | 0 | |||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | 0 | |||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | 0 | |||
| 6 | Multiply line 5 by .035 | 6 | 0 | |||
| 7 | Recoveries of prior-year distributions | 7 | 0 | |||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | 0 | |||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | 0 | |||
| 2 | Enter 85% of line 1 | 2 | 0 | |||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | 0 | |||
| 4 | Enter greater of line 2 or line 3 | 4 | 0 | |||
| 5 | Income tax imposed in prior year | 5 | 0 | |||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | 0 | |||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 0 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
0 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 0 | |
| 4 Amounts paid to acquire exempt-use assets | 0 | |
| 5 Qualified set-aside amounts (prior IRS approval required) | 0 | |
| 6 Other distributions (describe in Part VI). See instructions | 0 | |
| 7Total annual distributions. Add lines 1 through 6. | 0 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
0 | |
| 9 Distributable amount for 2019 from Section C, line 6 | 0 | |
| 10 Line 8 amount divided by Line 9 amount | 0 % | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | 0 | |||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
0 | |||
| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014.......0 | ||||
| b From 2015.......0 | ||||
| c From 2016.......0 | ||||
| d From 2017.......0 | ||||
| e From 2018.......0 | ||||
| fTotal of lines 3a through e | 0 | |||
| g Applied to underdistributions of prior years | 0 | |||
| h Applied to 2019 distributable amount | 0 | |||
|
i
Carryover from 2014 not applied (see instructions) |
0 | |||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | 0 | |||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ 0 | ||||
| a Applied to underdistributions of prior years | 0 | |||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | 0 | |||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
0 | |||
|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
0 | |||
|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
0 | |||
| 8 Breakdown of line 7: | ||||
| a Excess from 2015.....0 | ||||
| b Excess from 2016.....0 | ||||
| c Excess from 2017.....0 | ||||
| d Excess from 2018.....0 | ||||
| e Excess from 2019.....0 | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART III | THE IRS EO BUSINESS MASTER FILE ERRONEOUSLY LISTS EACH OF THE ORGANIZATIONS INCLUDED IN THIS RETURN AS A SECTION 509(A)(3) SUPPORTING ORGANIZATION. HOWEVER, ALL ORGANIZATIONS INCLUDED IN THE RETURN ARE EITHER SECTION 509(A)(1) OR 509(A)(2) ORGANIZATIONS. APPROPRIATELY, SCHEDULE A, PART III HAS BEEN COMPLETED FOR THE SECTION 509(A)(2) ORGANIZATIONS, AND SCHEDULE A, PART IV HAS NOT BEEN COMPLETED. BASED ON THE INFORMATION ABOVE, THE REVENUE FOR THE HEMOPHILIA CENTER OF WESTERN PENNSYLVANIA, A SECTION 509(A)(2) ORGANIZATION, HAS BEEN REMOVED FROM THE 2018 AND 2019 DATA. SCHEDULE A, PART III, LINE 12 THE AMOUNT ON LINE 12 DOES NOT INCLUDE CAPITAL GAINS IN THE AMOUNT OF: 2015 $23,178 2016 $11,407 2017 $201,927 2018 $3,197,646 2019 $(979,741) |
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Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| PART III, LINE 3 | EFFECTIVE JANUARY 1, 2020, THE INSTITUTE FOR TRANSFUSION MEDICINE AND ITS SUBSIDIARIES MERGED INTO VITALANT. AS A RESULT OF THE MERGER, THE INSTITUTE FOR TRANSFUSION MEDICINE AND ITS SUBSIDIARIES TRANSFERRED ALL OF THEIR ASSETS TO VITALANT. THE INSTITUTE FOR TRANSFUSION MEDICINE AND ITS SUBSIDARIES CONTINUE TO OPERATE SERVICES AND PROGRAMS AS PREVIOUSLY, NOW AS AN INTEGRAL PART OF THE OPERATIONS OF VITALANT. PART VI, SECTION A, LINE 6 THE INSTITUTE FOR TRANSFUSION MEDICINE IS THE SOLE CORPORATE MEMBER OF EACH ORGANIZATION THAT IS INCLUDED IN THIS FORM 990. PART VI, SECTION A, LINES 7A & 7B THE INSTITUTE FOR TRANSFUSION MEDICINE, AS THE SOLE CORPORATE MEMBER OF EACH ORGANIZATION INCLUDED IN THE GROUP RETURN, HAS THE POWER TO CARRY OUT THE LISTED FUNCTIONS WITH RESPECT TO EACH ORGANIZATION INCLUDED IN THE GROUP RETURN: (A) OVERSEE AND MONITOR THE CONDUCT OF THE BUSINESS AND ACTIVITIES TO DETERMINE WHETHER THEY ARE PROPERLY MANAGED IN RELATION TO THE CHARITABLE, COMMUNITY SERVICE AND STRATEGIC MISSION AND GOALS OF THE CORPORATION AND IN COMPLIANCE WITH APPLICABLE LAWS, REGULATIONS AND BOARD-MANDATED POLICIES; (B) EXERT FINAL DECISION-MAKING AUTHORITY OVER CHOICES RELATING TO ORGANIZATIONAL STRUCTURE, STRATEGIC GOALS AND ECONOMIC OBJECTIVES, MAJOR OPERATING POLICIES AND SIGNIFICANT FINANCIAL ACCOUNTING PRINCIPLES AND PRACTICES; (C) SELECT, REGULARLY EVALUATE, FIX THE COMPENSATION OF AND (WHEN APPROPRIATE) REPLACE THE SENIOR EXECUTIVE OFFICERS AND THE MEMBERS OF THE BOARD; (D) SELECT EXTERNAL CERTIFIED PUBLIC ACCOUNTANTS TO CONDUCT AN ANNUAL EXAMINATION AND AUDIT OF THE CORPORATION'S FINANCIAL STATEMENTS; (E) SELECT CORPORATE LEGAL COUNSEL TO ADVISE THE BOARD IN PERFORMING ITS FUNCTIONS AND THE MEMBERS OF THE BOARD IN PERFORMING THEIR FIDUCIARY DUTIES; (F) REVIEW AND APPROVE MAJOR PLANS, COMMITMENTS AND INITIATIVES, INCLUDING ACQUISITIONS, DIVESTITURES AND CAPITAL EXPENDITURE PROGRAMS AND PROJECTS, PROPOSED BY THE SENIOR EXECUTIVE OFFICERS, ALL WITH DUE REGARD FOR POTENTIAL BENEFITS AND RISKS RELATIVE TO THE CORPORATION'S CHARITABLE, COMMUNITY SERVICE AND STRATEGIC MISSION AND GOALS; (G) PROVIDE ADVICE AND GUIDANCE TO THE SENIOR EXECUTIVE OFFICERS IN CONNECTION WITH THE BUSINESS AND ACTIVITIES AND ASSIST IN GAINING ACCESS TO KEY EXTERNAL RESOURCES FOR ADVANCEMENT OF THE CHARITABLE AND COMMUNITY SERVICE MISSION; AND (H) EXERCISE SUCH OTHER POWERS AS HAVE BEEN DELEGATED AND PERFORM SUCH OTHER FUNCTIONS AS ARE PRESCRIBED BY APPLICABLE LAWS AND REGULATIONS. PART VI, SECTION B, LINE 11 THE 990 IS COMPLETED BY MANAGEMENT AND IS REVIEWED BY AN EXTERNAL, INDEPENDENT ACCOUNTING FIRM. THE 990 HAS BEEN REVIEWED BY THE PARENT'S EXECUTIVE LEADERSHIP AND A COPY HAS BEEN SENT TO VITALANT'S BOARD, AS THE SURVIVING ENTITY FROM THE MERGER, FOR THEIR REVIEW PRIOR TO FILING. PART VI, SECTION B, LINE 12C EACH YEAR, THE BOARD OF DIRECTORS AND SENIOR MANAGEMENT ARE REQUIRED 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 DIRECTORS AND OFFICERS ARE REQUIRED TO RESPOND TO A COMPREHENSIVE CONFLICT OF INTEREST AND FAMILY RELATIONSHIP QUESTIONNAIRE. ANY CONFLICTS ARE DISCUSSED WITH THE BOARD AND DISCLOSED APPROPRIATELY ON THE FORM 990. PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES OF VITALANT HAS A COMPENSATION AND HUMAN RESOURCES COMMITTEE WHOSE PURPOSE, AMONG OTHER THINGS, IS TO HIRE AN INDEPENDENT CONSULTING FIRM ONCE EVERY 2-3 YEARS TO PROVIDE DATA ON COMPETITIVENESS OF SALARIES AND BENEFITS FOR THE CEO, OFFICERS AND OTHER KEY EMPLOYEES OF THE CORPORATION. THIS PROCESS IS BEING CONDUCTED IN 2020. THE MEMBERS OF THE HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE BOARD ARE ALL INDEPENDENT TRUSTEES AND INCLUDE NO MEMBERS OF MANAGEMENT. THE RECOMMENDATIONS OF THE COMMITTEE ARE REVIEWED BY THE ENTIRE BOARD PRIOR TO APPROVAL. COMPENSATION FOR THESE INDIVIDUALS IS SET AND APPROVED BY THE BOARD EACH YEAR. THE RESULTS OF THESE DISCUSSIONS, REVIEWS AND APPROVALS ARE DOCUMENTED IN THE EXECUTIVE SESSION MINUTES OF THE BOARD MEETINGS. PART VI, SECTION C LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XI, LINE 9 REMOVAL OF VIRGINIA BLOOD SERVICES' NET ASSETS FROM GROUP RETURN ($7,172,491) AND TRANSFER OF NET ASSETS, DUE TO MERGER, TO VITALANT ($53,243,551). |
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