TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) David R Carpenter...................................................................... Board Vice Chairman	3.0 ................. 2.0	X	X	0	0
(2) John B Armitage MD...................................................................... President & CEO	50.0 ................. 9.0	X	X	879,278	85,934
(3) Richard Boatsman MD...................................................................... Board Chairman	3.0 ................. 3.0	X	X	0	0
(4) Craig Sperry...................................................................... DIRECTOR	1.0 ................. 0.0	X		0	0
(5) David A Flack MD...................................................................... DIRECTOR	1.0 ................. 0.0	X		0	0
(6) Evan Vincent...................................................................... DIRECTOR	1.0 ................. 1.0	X		12,000	0
(7) Frank Barnett MD...................................................................... DIRECTOR	1.0 ................. 0.0	X		0	0
(8) Garland Wilkinson...................................................................... DIRECTOR	2.0 ................. 0.0	X		0	0
(9) Gary L Patzkowsky DO...................................................................... DIRECTOR	1.0 ................. 1.0	X		0	0
(10) Gary Mitchell...................................................................... DIRECTOR	1.0 ................. 0.0	X		0	0
(11) Henry J Hood...................................................................... DIRECTOR	1.0 ................. 1.0	X		12,000	0
(12) Jay Allen Gregory MD...................................................................... DIRECTOR	1.0 ................. 0.0	X		0	0
(13) Joe M Hodges...................................................................... DIRECTOR	2.0 ................. 0.0	X		2,500	0
(14) Judy Goforth Parker PhD RN...................................................................... DIRECTOR	1.0 ................. 0.0	X		0	0
(15) Kristi R Weaber...................................................................... DIRECTOR	2.0 ................. 0.0	X		0	0
(16) Kym Koch-Thompson...................................................................... DIRECTOR	1.0 ................. 0.0	X		0	0
(17) Larry Bookman MD...................................................................... DIRECTOR	3.0 ................. 2.0	X		12,000	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) Michelle Powers MD........................................................................ DIRECTOR	1.0 .......................0.0	X				0	0
(19) Paul Stout MD........................................................................ DIRECTOR	1.0 .......................0.0	X				0	0
(20) Randal C Juengel MD........................................................................ DIRECTOR	2.0 .......................3.0	X				12,000	0
(21) Scott Calhoon MD........................................................................ DIRECTOR	2.0 .......................0.0	X				0	0
(22) Theodore Violett MD........................................................................ Associate Board Member	1.0 .......................0.0	X				0	0
(23) W H Oehlert MD........................................................................ DIRECTOR	1.0 .......................0.0	X				0	0
(24) Randall G Stark........................................................................ Chief Financial Officer	50.0 .......................9.0		X			353,108	52,807
(25) Charles Mooney........................................................................ Vice Pres-Bio Development	50.0 .......................0.0			X		270,433	61,040
(26) Jason L Padgham........................................................................ Vice Pres-Technical Operations	50.0 .......................0.0			X		179,957	46,539
(27) John N Marcellus........................................................................ Chief Information Officer	50.0 .......................0.0			X		214,154	57,830
(28) Joseph R McNeil........................................................................ Vice Pres-Human Resources	50.0 .......................0.0			X		175,649	34,130
(29) Justin R Redwine........................................................................ Chief Technology Officer	50.0 .......................0.0			X		180,966	45,378
(30) Kimberly J Van Antwerpen........................................................................ Chief Operations Officer	50.0 .......................0.0			X		345,842	38,823
(31) Laura S McClannan........................................................................ Vice Pres-Quality Mgmt	50.0 .......................0.0			X		211,939	29,105
(32) Marlena E Frye........................................................................ Vice Pres-Donor Services	50.0 .......................0.0			X		130,511	31,588
(33) Michael E Stevenson........................................................................ Medical Director	50.0 .......................0.0			X		256,986	33,067
(34) Regina Gardner........................................................................ Vice Pres-Donor Services	50.0 .......................0.0			X		151,318	17,066
(35) Tamara J Kirkwood........................................................................ Vice Pres-CR & DR	50.0 .......................0.0			X		217,646	31,800
(36) Tara N Scott........................................................................ Vice Pres-Marketing & Communications	50.0 .......................0.0			X		167,539	43,895
(37) Terry Ridenour........................................................................ Vice Pres-Center Admin & Ops	50.0 .......................0.0			X		204,315	34,982
(38) Tina Ipe........................................................................ Chief Medical Officer	50.0 .......................0.0			X		462,333	44,385
(39) Walter J Linz........................................................................ Chief Medical Officer	50.0 .......................0.0			X		336,121	23,192
(40) Eden L Manning........................................................................ Director-Contact Center	50.0 .......................0.0				X	232,642	18,855
(41) Jennifer L Chain........................................................................ Director-Research & Development	50.0 .......................0.0				X	140,968	21,771
(42) John E Krischel........................................................................ Director-Service Delivery	50.0 .......................0.0				X	136,979	23,933
(43) Melissa J Stubblefield........................................................................ Manager-Therapeutic Services	50.0 .......................0.0				X	138,916	15,011
(44) Michelle L Stewart........................................................................ Controller	50.0 .......................0.0				X	148,884	15,727

(A) Name and business address	(B) Description of services	(C) Compensation
BLUE CROSS BLUE SHIELD OF OKLAHOMA PO BOX 60545 OKLAHOMA CITY,OK73146	TPA- HEALTH PLAN ADMINISTRATION	1,315,596
CROSSLAND CONSTRUCTION COMPANY PO BOX 45 COLUMBUS,KS66725	CONSTRUCTION CONTRACTOR	1,139,833
UNITED MECHANICAL SERVICE INC 117 NE 38TH TERRACE OKLAHOMA CITY,OK73105	FACILITY MAINTENANCE	671,541
CASTON CONSTRUCTION CO INC 6701 N CLASSEN BLVD OKLAHOMA CITY,OK73116	CONSTRUCTION CONTRACTOR	661,397
LEVEL 3 COMMUNICATIONS LLC PO BOX 910182 DENVER,CO802910182	INTERNET SERVICE PROVIDER	389,817
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 16

- TIN:

SCHEDULE A
(Form 990)

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.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

Oklahoma Blood Institute

Employer identification number

73-1008735

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. 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 ....................... right arrow

33 1/3% support test—2022. 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 ..................... right arrow

17a

10%-facts-and-circumstances test—2023. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	932,743	1,199,773	528,062	311,891	1,401,197	4,373,666
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	115,130,901	143,398,013	134,322,220	136,109,423	142,592,520	671,553,077
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	116,063,644	144,597,786	134,850,282	136,421,314	143,993,717	675,926,743
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons	0	6,750	3,900	17,050	14,350	42,050
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.	48,750,728	43,824,363	54,005,638	57,350,362	58,345,440	262,276,531
c	Add lines 7a and 7b..	48,750,728	43,831,113	54,009,538	57,367,412	58,359,790	262,318,581
8	Public support. (Subtract line 7c from line 6.)						413,608,162

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...	116,063,644	144,597,786	134,850,282	136,421,314	143,993,717	675,926,743
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	158,420	35,293	109,730	1,210,143	1,354,697	2,868,283
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.						0
c	Add lines 10a and 10b.	158,420	35,293	109,730	1,210,143	1,354,697	2,868,283
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.	74,709	77,622	8,574	0	26,065	186,970
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..	560,404	90,449	42,601	100,965	152,969	947,388
13	Total support. (Add lines 9, 10c, 11, and 12.)..	116,857,177	144,801,150	135,011,187	137,732,422	145,527,448	679,929,384

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

60.83 %

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

60.5 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

0 %

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

0.25 %

19a

33 1/3% support tests-2023. 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 ....... right arrow

33 1/3 % support tests—2022. 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 ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
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
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	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
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
Schedule A, Part III, Line 12 Other Income	DESCRIPTION - PATRONAGE DIVIDENDS, COLUMN A - 323660.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 323660.0; DESCRIPTION - REBATES, COLUMN A - 65169.0, COLUMN B - 86881.0, COLUMN C - 18552.0, COLUMN D - 10390.0, COLUMN E - 10369.0, COLUMN F - 191361.0; DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 171575.0, COLUMN B - 3568.0, COLUMN C - 24049.0, COLUMN D - 90575.0, COLUMN E - 142600.0, COLUMN F - 432367.0;

Return Reference

Explanation

Schedule A, Part III, Line 12 Other Income

DESCRIPTION - PATRONAGE DIVIDENDS, COLUMN A - 323660.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 323660.0; DESCRIPTION - REBATES, COLUMN A - 65169.0, COLUMN B - 86881.0, COLUMN C - 18552.0, COLUMN D - 10390.0, COLUMN E - 10369.0, COLUMN F - 191361.0; DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 171575.0, COLUMN B - 3568.0, COLUMN C - 24049.0, COLUMN D - 90575.0, COLUMN E - 142600.0, COLUMN F - 432367.0;

Schedule A (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

Oklahoma Blood Institute

Employer identification number

73-1008735

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization Oklahoma Blood Institute

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization Oklahoma Blood Institute		Employer identification number 73-1008735

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization Oklahoma Blood Institute			Employer identification number 73-1008735
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

Oklahoma Blood Institute

Employer identification number

73-1008735

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	811,593		811,593
b	Buildings ....	22,243,993	10,532,377	11,711,616
c	Leasehold improvements	30,586,790	18,241,207	12,345,583
d	Equipment ....	51,750,165	35,575,526	16,174,639
e	Other .....	853,349		853,349
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				41,896,780

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)FUNDS HELD BY COMMUNITY FOUNDATION				7,988,410
(2)OTHER INVESTMENTS				747,928
(3)DEPOSITS				49,642
(4)OPERATING LEASE RIGHT-OF-USE ASSETS				4,553,866
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				13,339,846

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
LEASE LIABILITIES	4,543,603








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	4,543,603
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

Schedule D, Part X, Line 2

THE COMPANY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE THAN LIKELY NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE COMPANY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE COMPANY HAS DETERMINED THAT THERE ARE NO OTHER MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS.

Schedule D (Form 990) 2022

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
Oklahoma Blood Institute

Employer identification number
73-1008735

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) GLOBAL BLOOD FUND 1001 N LINCOLN BLVD Oklahoma City,OK73104	39-2071848	501(C)(3)	109,995	THIS CHARITY (OF WHICH OBI HOLDING IS THE SOLE MEMBER) HAS A MISSION TO IMPROVE TRANSFUSION CARE IN THE DEVELOPING WORLD. THIS IS CONSIDERED A NATURAL EXTENSION OF OBI'S PURPOSE TO SAVE PATIENT LIVES THROUGH BLOOD PRODUCTS PROVIDED IN OUR LOCAL SETTINGS. DONATIONS PROVIDED ARE THE RESULT OF BLOOD DONORS CHOOSING TO FORGO RECEIVING A T-SHIRT AFTER COMPLETING A DONATION AND ARE MADE AT A RATE LESS THAN THE COST OF THE T-SHIRT.
(2) UNITED WAY OF CENTRAL OKLAHOMA PO BOX 248919 OKLAHOMA CITY,OK73124	73-0589829	501(C)(3)	21,750	This charity is committed to improving the health, safety, education, and economic well-being of Central Oklahoma residents.
(3) LAST FRONTIER COUNCIL 3031 NW 64TH STREET Oklahoma City,OK73116	73-0580263	501(C)(3)	7,500	TO SUPPORT THE MISSION OF THE ORGANIZATION TO PREPARE YOUNG PEOPLE TO MAKE ETHICAL AND MORAL CHOICES OVER THEIR LIFETIMES.
(4) 918 FULLY INVOLVED 2334 W NEW ORLEANS ST BROKEN ARROW,OK74011	46-3768577	501(C)(3)	5,100	TO SUPPORT THIS CHARITIES MISSION OF SERVING PEOPLE WITH SPECIAL NEEDS TO ENSURE THIS DESERVING POPULATION RECEIVES THE SUPPORT AND ATTENTION THEY TRULY DESERVE.

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	DISTRIBUTIONS WILL BE MADE ONLY TO ESTABLISHED EXEMPT ORGANIZATIONS, RELYING ON THE REPORTS THAT SUCH ORGANIZATIONS PROVIDE. THE ORGANIZATION KEEPS RECORDS OF ALL DISTRIBUTIONS MADE AND REQUIRE APPROPRIATE ACKNOWLEDGMENT FROM ALL ORGANIZATIONS TO WHOM IT RENDERS ASSISTANCE REGARDING THE USE OF FUNDS.

Schedule I (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

Oklahoma Blood Institute

Employer identification number

73-1008735

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1John B Armitage MD President & CEO	(i) (ii)	712,925 ------------- 0	81,000 ------------- 0	85,353 ------------- 0	56,100 ------------- 0	29,834 ------------- 0	965,212 ------------- 0	0 ------------- 0
2Randall G Stark Chief Financial Officer	(i) (ii)	303,695 ------------- 0	2,500 ------------- 0	46,913 ------------- 0	26,718 ------------- 0	26,089 ------------- 0	405,915 ------------- 0	0 ------------- 0
3Tina Ipe Chief Medical Officer	(i) (ii)	366,104 ------------- 0	2,000 ------------- 0	94,229 ------------- 0	15,000 ------------- 0	29,385 ------------- 0	506,718 ------------- 0	0 ------------- 0
4Kimberly J Van Antwerpen Chief Operations Officer	(i) (ii)	296,678 ------------- 0	1,000 ------------- 0	48,164 ------------- 0	26,408 ------------- 0	12,415 ------------- 0	384,665 ------------- 0	0 ------------- 0
5Walter J Linz Chief Medical Officer	(i) (ii)	333,621 ------------- 0	2,500 ------------- 0	0 ------------- 0	10,000 ------------- 0	13,192 ------------- 0	359,313 ------------- 0	0 ------------- 0
6Charles Mooney Vice Pres-Bio Development	(i) (ii)	222,088 ------------- 0	1,000 ------------- 0	47,345 ------------- 0	19,076 ------------- 0	41,964 ------------- 0	331,473 ------------- 0	0 ------------- 0
7Tamara J Kirkwood Vice Pres-CR & DR	(i) (ii)	216,646 ------------- 0	1,000 ------------- 0	0 ------------- 0	18,385 ------------- 0	13,415 ------------- 0	249,446 ------------- 0	0 ------------- 0
8John N Marcellus Chief Information Officer	(i) (ii)	210,654 ------------- 0	3,500 ------------- 0	0 ------------- 0	27,969 ------------- 0	29,861 ------------- 0	271,984 ------------- 0	0 ------------- 0
9Laura S McClannan Vice Pres-Quality Mgmt	(i) (ii)	207,439 ------------- 0	4,500 ------------- 0	0 ------------- 0	18,001 ------------- 0	11,104 ------------- 0	241,044 ------------- 0	0 ------------- 0
10Terry Ridenour Vice Pres-Center Admin & Ops	(i) (ii)	200,315 ------------- 0	4,000 ------------- 0	0 ------------- 0	17,786 ------------- 0	17,196 ------------- 0	239,297 ------------- 0	0 ------------- 0
11Jason L Padgham Vice Pres-Technical Operations	(i) (ii)	176,457 ------------- 0	3,500 ------------- 0	0 ------------- 0	17,179 ------------- 0	29,360 ------------- 0	226,496 ------------- 0	0 ------------- 0
12Regina Gardner Vice Pres-Donor Services	(i) (ii)	150,318 ------------- 0	1,000 ------------- 0	0 ------------- 0	7,671 ------------- 0	9,395 ------------- 0	168,384 ------------- 0	0 ------------- 0
13Marlena E Frye Vice Pres-Donor Services	(i) (ii)	129,511 ------------- 0	1,000 ------------- 0	0 ------------- 0	4,946 ------------- 0	26,642 ------------- 0	162,099 ------------- 0	0 ------------- 0
14Michael E Stevenson Medical Director	(i) (ii)	247,986 ------------- 0	9,000 ------------- 0	0 ------------- 0	21,652 ------------- 0	11,415 ------------- 0	290,053 ------------- 0	0 ------------- 0
15Justin R Redwine Chief Technology Officer	(i) (ii)	179,966 ------------- 0	1,000 ------------- 0	0 ------------- 0	16,984 ------------- 0	28,394 ------------- 0	226,344 ------------- 0	0 ------------- 0
16Joseph R McNeil Vice Pres-Human Resources	(i) (ii)	174,649 ------------- 0	1,000 ------------- 0	0 ------------- 0	12,021 ------------- 0	22,109 ------------- 0	209,779 ------------- 0	0 ------------- 0
17Tara N Scott Vice Pres-Marketing & Communications	(i) (ii)	165,539 ------------- 0	2,000 ------------- 0	0 ------------- 0	16,369 ------------- 0	27,526 ------------- 0	211,434 ------------- 0	0 ------------- 0
18Eden L Manning Director-Contact Center	(i) (ii)	136,913 ------------- 0	1,500 ------------- 0	94,229 ------------- 0	5,526 ------------- 0	13,329 ------------- 0	251,497 ------------- 0	0 ------------- 0
19Michelle L Stewart Controller	(i) (ii)	147,884 ------------- 0	1,000 ------------- 0	0 ------------- 0	15,331 ------------- 0	396 ------------- 0	164,611 ------------- 0	0 ------------- 0
20Jennifer L Chain Director-Research & Development	(i) (ii)	114,125 ------------- 0	1,000 ------------- 0	25,843 ------------- 0	5,852 ------------- 0	15,919 ------------- 0	162,739 ------------- 0	0 ------------- 0
21Melissa J Stubblefield Manager-Therapeutic Services	(i) (ii)	133,916 ------------- 0	5,000 ------------- 0	0 ------------- 0	5,414 ------------- 0	9,597 ------------- 0	153,927 ------------- 0	0 ------------- 0
22John E Krischel Director-Service Delivery	(i) (ii)	130,979 ------------- 0	6,000 ------------- 0	0 ------------- 0	5,474 ------------- 0	18,459 ------------- 0	160,912 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
Schedule J, Part I, Line 4a Severance or change-of-control payment	SEVERANCE IS A VOLUNTARY AGREEMENT THAT SET FORTH THE AGREED UPON SEPARATION DATE FOR EMPLOYMENT AND BENEFITS COVERAGE, THE AMOUNT OF PAYMENT, A CONFIDENTIALITY AGREEMENT CONCERNING COMPANY INFORMATION AND MATERIALS, RETURN OF COMPANY MATERIALS, AND COOPERATION CONCERNING BUSINESS MATTERS. THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT IN THEIR 2023 TAXABLE COMPENSATION: Eden Manning $94,230 Jennifer Chain $25,843
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	OKLAHOMA BLOOD INSTITUTE PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR CERTAIN EXECUTIVES. THE FOLLOWING INDIVIDUALS PARTICIPATE IN A 457(F) PLAN: - JOHN B. ARMITAGE, MD $79,353 - RANDALL STARK $46,913 - KIMBERLY VAN ANTWERPEN - $48,164 -CHARLES MOONEY, JR . $47,345 NO AMOUNTS WERE DEFERRED.
Schedule J, Part I, Line 7 Non-fixed payments	THE CEO HAS THE POTENTIAL OF EARNING A BONUS BASED ON CEO PERFORMANCE CRITERIA, REGULATORY COMPLIANCE, ORGANIZATIONAL GROWTH, MAINTAINING CUSTOMERS, ACQUIRING NEW CUSTOMERS, CUSTOMER SERVICE, PUBLIC PERCEPTION, AND ALLOWING NO SHORTAGE OF BLOOD PRODUCTS TO HOSPITAL CUSTOMERS.

Schedule J (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

Oklahoma Blood Institute

Employer identification number

73-1008735

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) 2023

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) VIVIAN BROOKS ARMITAGE TOKARZ	DAUGHTER OF OFFICER	40,545	SALARY/BENEFITS		No
(2) EMILY S PADGHAM	DAUGHTER OF OFFICER	27,474	SALARY/BENEFITS		No
(3) JILL REDWINE	WIFE OF KEY EMPLOYEE	41,209	COMPENSATION		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation
Schedule L, Part IV	THE ABOVE BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS ARE PROVIDED TO OBI AT OR BELOW FAIR VALUE AND ARE IN THE NORMAL COURSE OF BUSINESS. ALL DECISIONS TO ENTER INTO THESE TRANSACTIONS WERE REVIEWED IN ACCORDANCE WITH OUR CONFLICT OF INTEREST POLICY AND THE INTERESTED PERSONS WERE EXCLUDED FROM THE DECISION MAKING PROCESS.

Schedule L (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

Oklahoma Blood Institute

Employer identification number

73-1008735

Return Reference	Explanation
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 347,287 including grants of $ 347,287)(Revenue $ 2,240,207) OTHER PROGRAM SERVICES: THESE OTHER PROGRAM SERVICES ARE BLOOD PRODUCT DERIVATIVES. DERIVATIVES ARE A PRODUCT MANUFACTURED FROM A RAW MATERIAL BYPRODUCT OF BLOOD COLLECTION. OBI COLLECTS THIS MATERIAL, WHICH IS UNUSABLE FOR BLOOD TRANSFUSION, AND DISTRIBUTES THIS BYPRODUCT TO PLASMA MANUFACTURERS WHICH, IN TURN, USE IT IN THE PRODUCTION OF A BIOLOGICAL DRUG. REVENUE FOR THIS PROGRAM IS $355,313 WITH OFFSETTING EXPENSES TOTALING $214,856. THE CELL THERAPY PROGRAM INVOLVES COLLECTIONS OF STEM CELLS AND CORD BLOOD FROM PATIENTS, TESTING, AND MANUFACTURING THE PRODUCTS FOR PATIENT USE. REVENUE FOR THIS PROGRAM IS $491,596 WITH OFFSETTING EXPENSES TOTALING $808,565. OBI MANAGES THE LIFE-SAVING BLOOD DONATIONS OF MORE THAN 200,000 PEOPLE IN THE REGION EACH YEAR. THESE UNITS OF BLOOD ARE EVENTUALLY DELIVERED TO PATIENTS ACROSS THE REGION, BUT NOT BEFORE UNDERGOING AN IMMENSE AMOUNT OF FDA-REGULATED PROCESSING AND TESTING FOR DONOR AND BLOOD RECIPIENT SAFETY. VOLUNTEER BLOOD DONORS GIVE WHAT CAN'T BE CREATED AND PROVIDED BY ANY OTHER MEANS. OBI RECRUITS DONORS AND PROVIDES SKILLED MEDICAL STAFF, TECHNOLOGY, AND FACILITIES TO COLLECT BLOOD FROM DONORS. LAB PROFESSIONALS UNDER THE MEDICAL SUPERVISION OF PHYSICIANS PREPARE THE BLOOD FOR TRANSFUSION AND ADMINISTER MULTIPLE SAFETY TESTS. ALL MUST BE DONE WITH UTMOST URGENCY AND AROUND THE CLOCK SINCE BLOOD HAS A VERY LIMITED TIME FOR USE. OBI ADMINISTERS FIVE LAYERS OF SAFETY PROCEDURES - BLOOD DONOR ELIGIBILITY STANDARDS, INDIVIDUAL SCREENING, LABORATORY TESTING, CONFIDENTIAL EXCLUSION OF DONATIONS AND DONOR RECORD CHECKS. EXTENSIVE COMPLIANCE AND TECHNICAL TENURE ARE REQUIRED TO GET BLOOD FROM A DONOR TO A PATIENT. BLOOD CENTERS ALSO WORK CLOSELY WITH GOVERNMENT AGENCIES AND OTHER ENTITIES ON QUALITY CONTROL AND TRACKING. AN ENTIRE TEAM MANAGES THE SUPPLY LOGISTICS WITH EVERY MEDICAL FACILITY SERVED SO THAT THEY HAVE THE RIGHT BLOOD AT THE RIGHT TIME FOR PATIENTS. THIS CAN FLUCTUATE GREATLY, EVEN WITHIN A FEW HOURS. COURIERS TRAVEL MORE THAN SIX MILLION MILES EACH YEAR TO TRANSPORT DONATED BLOOD TO CENTRAL LABS AND HOSPITALS WITH ACCURACY AND EFFICIENCY, LEAVING NO NEED UNMET, REGARDLESS OF THE SITUATION OR TRAVEL CONDITIONS. HOSPITALS AND PATIENTS ARE NOT CHARGED FOR THE DONATED BLOOD ITSELF. EXPENSES ARE RECOVERED THROUGH A SERVICE FEE FOR EMPLOYEE WAGES, FUEL, VEHICLES, ADVANCED TESTING EQUIPMENT AND BLOOD PROCESSING AS SUMMARIZED ABOVE. OBI'S FEES AND QUALITY HAVE MADE IT THE CHOSEN, SOLE SUPPLIER FOR MORE THAN 90 PERCENT OF OKLAHOMA'S BLOOD SUPPLY, AS WELL AS MORE THAN 40 ARKANSAS HOSPITALS, EIGHT HOSPITALS IN THE TEXOMA REGION AND MOST HOSPITALS IN THE TEXAS HIGH PLAINS REGION. IT REQUIRES 24/7, 365 DAYS-A-YEAR STAFFING AND OPERATIONS, MUCH LIKE AREA HOSPITALS. IN ADDITION TO THESE SERVICES, OBI PLAYS A CRITICAL ROLE IN TRAUMA CARE. TYPE O WHOLE BLOOD, CONTAINING RED CELLS, PLATELETS, AND PLASMA, IS CRUCIAL IN TRAUMA BECAUSE IT CAN BE SAFELY USED FOR PATIENTS OF ANY BLOOD TYPE. THE IMPORTANCE OF THIS INITIATIVE IS UNDERSCORED BY ITS SUCCESS IN OKLAHOMA CITY, WHERE WHOLE BLOOD WAS INTRODUCED TO EMS IN 2023. FROM ITS LAUNCH IN FEBRUARY 2023 TO JUNE 2024, OKC EMS PROVIDERS HAVE ADMINISTERED WHOLE BLOOD TO 58 PATIENTS ON-SITE BEFORE HOSPITAL ARRIVAL, WITH 48 SURVIVING TO EMERGENCY DEPARTMENT ADMISSION AND 34 EVENTUALLY BEING DISCHARGED.
Form 990, Part VI, Line 1a Material differences in voting rights	THE MEMBERS OF THE BOARD OF DIRECTORS OF OBI HOLDING COMPANY SHALL ALSO COMPRISE THE EXECUTIVE COMMITTEE OF THE CORPORATION, AND SHALL CONSIST OF THE CHAIRPERSON, VICE CHAIRPERSON, PRESIDENT AND FOUR OTHER MEMBERS OF THE BOARD OF DIRECTORS ELECTED BY A VOTE OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR THE MANAGEMENT OF ALL FUNDS OF THE CORPORATION, SHALL HAVE AUTHORITY TO SUPERVISE, MANAGE, AND DIRECT ALL BUSINESS AFFAIRS OF THE CORPORATION AND SHALL ALSO DETERMINE THE NON-MEDICAL POLICIES OF THE CORPORATION, SUBJECT TO APPROVAL OF THE BOARD OF DIRECTORS.
Form 990, Part VI, Line 6 Classes of members or stockholders	OBI HOLDING COMPANY IS THE SOLE CORPORATE MEMBER OF OKLAHOMA BLOOD INSTITUTE (OBI) AND OBI FOUNDATION. AS SOLE CORPORATE MEMBER, OBI HOLDING COMPANY'S DUTIES INCLUDE (BUT ARE NOT LIMITED TO), ELECTION OF THE BOARD OF DIRECTORS AND PRESIDENT OF OBI. DIRECTORS OF OBI ARE LARGELY ELECTED AT THE ANNUAL MEETING OF THE CORPORATION. TWO DIRECTORS ARE APPOINTED BY TWO UNRELATED ASSOCIATIONS/SOCIETIES. ADDITIONALLY, OFFICERS AND MANAGEMENT OF THE ORGANIZATION ARE VESTED IN THE SAME INDIVIDUALS.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	SEE DISCLOSURE FOR FORM 990, PART VI, SECTION A, LINE 6.
Form 990, Part VI, Line 11b Review of form 990 by governing body	OBI HAS THE ANNUAL FORM 990 REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IN A JOINT MEETING WITH THE COMPANY'S EXTERNAL AUDITORS PRIOR TO FILING. THE COMMITTEE RECEIVES A COPY OF THE FORM 990 PRIOR TO THE MEETING AND KEY SECTIONS ON GOVERNANCE, POLICIES, COMPENSATION, AND PROGRAM EXPENSES ARE REVIEWED. THE REVIEW IS COMPLETED, AND THE MEETING IS DOCUMENTED WITHIN THE MINUTES, WHICH BECOMES PART OF BOTH COMMITTEES' PERMANENT FILES. AT THE CONCLUSION OF THE REVIEW, THE ENTIRE BOARD IS PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policy	OBI'S CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL BOARD MEMBERS AND OFFICERS ON AN ANNUAL BASIS, AND THEY ARE REQUIRED TO SIGN ANNUAL CONFLICT OF INTEREST AND CONFIDENTIALITY STATEMENTS EACH YEAR. EXECUTED COPIES OF THE CONFLICT OF INTEREST AND CONFIDENTIALITY STATEMENTS ARE MAINTAINED IN THE CORPORATE RECORDS AND THE CHAIR OF THE AUDIT/RISK MANAGEMENT COMMITTEE AND EXECUTIVE COMMITTEE ARE INFORMED OF ANY CONFLICTS DISCLOSED. IF A CONFLICT DOES EXIST, THE MEMBER WOULD RECUSE THEMSELVES FROM ANY VOTES OR DISCUSSIONS RELATED TO THE AREA OF CONFLICT. OBI MAINTAINS A CONFIDENTIAL DISCLOSURE HOTLINE AND WEBSITE THAT ALLOWS EMPLOYEES TO ANONYMOUSLY REPORT ANY CONCERNS OR POTENTIAL CONFLICTS OF INTEREST. ALL REPORTS ARE SENT THROUGH THE SENIOR H.R. EMPLOYEE, AND SIGNIFICANT ISSUES ARE FORWARDED TO THE CHAIR OF THE AUDIT/RISK MANAGEMENT COMMITTEE.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	AS LEADERS OF THE STATE'S LARGEST BIOPHARMACEUTICAL ORGANIZATION, A 1000-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 17 OPERATIONAL FACILITIES ACROSS 10 COLLECTION OPERATIONS 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 240 HOSPITALS 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 BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS.
Form 990, Part VI, Line 19 Required documents available to the public	COPIES OF THE ORGANIZATION'S FORM 990 AND 990-T ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CONFLICT OF INTEREST, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

Oklahoma Blood Institute

Employer identification number

73-1008735

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) BIOLINKED LLC 1001 NORTH LINCOLN BLVD OKLAHOMA CITY,OK73104	RESEARCH	OK	7,525	0	OBI HOLDING COMPANY
(2) OBI REAL ESTATE COMPANY II 1001 NORTH LINCOLN BLVD OKLAHOMA CITY,OK73104 73-1386765	REAL ESTATE	OK	0	0	OBI HOLDING COMPANY
(3) CYTOGROWTH SOLUTION LLC 1001 NORTH LINCOLN BLVD OKLAHOMA CITY,OK73104	RESEARCH	OK	18,341	0	OBI HOLDING COMPANY
(4) BLOOD INSTITUTE VENTURES LLC 1001 NORTH LINCOLN BLVD OKLAHOMA CITY,OK73104 27-4711286	INVESTMENTS	OK	0	0	OBI HOLDING COMPANY

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)OKLAHOMA BLOOD INSTITUTE FOUNDATION 1001 NORTH LINCOLN BLVD OKLAHOMA CITY,OK73104 31-1721750	SUPPORT ORG	OK	501(c)(3)	Type II	OBI HOLDING COMPANY	Yes
(2)OBI HOLDING COMPANY 1001 NORTH LINCOLN BLVD OKLAHOMA CITY,OK73104 73-1386765	HOLDING CO	OK	501(c)(3)	Type II	NA		No
(3)GLOBAL BLOOD FUND 1001 NORTH LINCOLN BLVD OKLAHOMA CITY,OK73104 39-2071848	BLOOD SERVICES	OK	501(c)(3)	7	OBI HOLDING COMPANY	Yes
(4)ALLIANCE FOR COMMUNITY TRANSFUSION SRV 2205 HIGHWAY 121 BEDFORD,TX76021 45-4624346	EFFICIENCY	TX	501(c)(3)	Type II	NA		No
(5)OKLAHOMA BLOOD INSTITUTE REAL ESTATE 1001 NORTH LINCOLN BLVD OKLAHOMA CITY,OK73104 73-1386856	REAL ESTATE	OK	501(c)(25)		OBI HOLDING COMPANY	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) THE EAST CENTRAL OKLAHOMA BLOOD INSTITUTE 1930 STONECIPHER BLVD ADA,OK74820 03-0389332	SUPPORT ORG	OK	OBI HOLDING COMPANY	C Corporation				Yes
(2) SOUTHERN OKLAHOMA BLOOD INSTITUTE 1420 VETERANS BLVD ARDMORE,OK73401 74-1541246	SUPPORT ORG	OK	OBI HOLDING COMPANY	C Corporation				Yes

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) GLOBAL BLOOD FUND	B	109,995	FMV
(2) EAST CENTRAL OKLAHOMA BLOOD INSTITUTE	J	92,184	FMV

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation
Schedule R, Part IV	THE EAST CENTRAL OKLAHOMA BLOOD INSTITUTE AND SOUTHERN OKLAHOMA BLOOD INSTITUTE WERE ORGANIZED AS SUPPORTING ORGANIZATIONS OF OKLAHOMA BLOOD INSTITUTE. EACH ORGANIZATION IS IN PROCESS OF APPLYING FOR TAX-EXEMPT STATUS WITH THE IRS.

Schedule R (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

1	Briefly describe the organization’s mission or most significant activities: TO BE THE DONOR TO PATIENT LIFELINE BY MEETING BLOOD TRANSFUSION AND HEALTH CARE NEEDS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	23
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	17
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	1,369
6	Total number of volunteers (estimate if necessary) .............	6	4,300
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	26,065
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	25,065

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	311,891	1,401,197
9	Program service revenue (Part VIII, line 2g) .........	134,265,943	141,199,222
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,643,693	2,029,580
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	1,910,405	1,572,332
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	138,131,932	146,202,331
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	244,629	347,287
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	72,962,717	76,174,697
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	60,112,440	63,985,335
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	133,319,786	140,507,319
19	Revenue less expenses. Subtract line 18 from line 12.......	4,812,146	5,695,012
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	107,891,650	115,110,930
21	Total liabilities (Part X, line 26).............	25,463,158	26,053,792
22	Net assets or fund balances. Subtract line 21 from line 20.....	82,428,492	89,057,138

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 107,120,880 including grants of $ ) (Revenue $ 124,458,834 )
	SERVICE FEES FOR BLOOD PRODUCTS: AS THE SIXTH-LARGEST BLOOD CENTER IN THE U.S, OBI COLLECTS, TESTS, PROCESSES, AND DISTRIBUTES MORE THAN 450,000 LIFE-SAVING BLOOD PRODUCTS ANNUALLY IN 17 BLOOD DONATION CENTERS ACROSS OKLAHOMA, ARKANSAS, AND TEXAS. OUR COMPLEX TECHNOLOGICAL INFRASTRUCTURE AND RARE MEDICAL EXPERTISE ALLOW OBI TO PROVIDE SAFE AND ADEQUATE BLOOD TO PATIENTS AT MORE THAN 240 AREA HOSPITALS, MEDICAL FACILITIES, AND AIR AMBULANCES ACROSS ALL THREE STATES. OUR RIGOROUS SAFETY MEASURES AND THE TIRELESS EFFORTS OF OUR MEDICAL LABORATORY STAFF ENSURE THAT THE DONATED BLOOD IS SAFE AND AVAILABLE TO SAVE LIVES.

4b	(Code: ) (Expenses $ 9,367,079 including grants of $ ) (Revenue $ 9,757,468 )
	TESTING SERVICES: WHILE MANY BLOOD CENTERS OUTSOURCE THEIR TESTING, OBI MAINTAINS AN INHOUSE TESTING LABORATORY TO PROVIDE A RAPID RESPONSE TO PROCESSING UNITS. WITH EVERY DONATION, OUR DILIGENT LABORATORY STAFF PERFORMS MULTIPLE TESTS TO ENSURE BLOOD PRODUCTS ARE SAFE AND READY TO BE TRANSFUSED TO LOCAL PATIENTS. AS A FULLY LICENSED AND CERTIFIED LABORATORY, OBI MAINTAINS THE HIGHEST STANDARDS AND LEADS THE NATION IN APPLYING CUTTING-EDGE TECHNOLOGY TO CREATE THE SAFEST BLOOD PRODUCTS POSSIBLE. OBI'S TESTING LABORATORY PROVIDES A WIDE SCOPE OF SAFETY TESTING FOR SEVERAL BLOOD-BORN CONDITIONS, LIKE HIV, HEPATITIS C, AND WEST NILE VIRUS, TO ENSURE BLOOD PRODUCTS ARE OF THE HIGHEST QUALITY. IF ANY SAMPLE IS POSITIVE FOR THESE ISSUES, OUR STAFF WILL NOTIFY THE DONOR AND REFER THEM FOR ADDITIONAL TESTING AND TREATMENT. AFTER THE BLOOD SAMPLE HAS BEEN CLEARED, ADDITIONAL HEALTH SCREENING TESTING IS PERFORMED. FOR EXAMPLE, WE TEST THE CHOLESTEROL LEVEL OF EVERY DONOR AS PART OF OUR STANDARD DONATION PROCESS. IN ADDITION TO OUR ROUTINE TESTING OF UNITS FOR OUR HOSPITAL PARTNERS, WE ALSO WORK TOGETHER TO ASSIST OTHER BLOOD CENTERS, CLINICS, AND ORGAN DONATION ORGANIZATIONS WITH NEEDED TESTING. OUR LABORATORY'S TECHNOLOGY PROVIDES THESE CLIENTS WITH THE IMPECCABLY EFFICIENT TURNAROUND REQUIRED FOR HIGHLY SPECIALIZED BLOOD TESTING. MAINTAINING STRICT AABB-ACCREDITATION AND FDA-LICENSING STANDARDS, OUR LAB PROVIDES NUCLEIC ACID TESTING AND SEROLOGICAL AND VIRAL MARKER SCREENING TESTS, INCLUDING A WIDE RANGE OF SCREENING ASSAYS. CONFIRMATORY/SUPPLEMENTAL ASSAYS AND REFERRAL TESTING SERVICES ARE ALSO OFFERED.

4c	(Code: ) (Expenses $ 2,920,293 including grants of $ ) (Revenue $ 6,136,011 )
	PATIENT CARE REVENUE: THERAPEUTIC APHERESIS SERVICES FOR PATIENTS AT AREA HOSPITALS ARE PROVIDED BY SPECIALLY TRAINED REGISTERED NURSES UNDER THE DIRECTION OF TRANSFUSION MEDICINE PHYSICIANS. PATIENTS UNDERGO TREATMENTS THAT REMOVE HARMFUL PROTEINS, CHEMICALS OR CELLS IN THE BLOOD THAT CONTRIBUTE TO A VARIETY OF LIFE-THREATENING DISEASES OR TRANSPLANT COMPLICATIONS. BASED ON PATIENTS' CONDITIONS, SPECIFIC OFFENDING AGENTS OR COMPONENTS OF THE BLOOD ARE ISOLATED AND IRRADIATED OR REMOVED. AFTER THIS INTRICATE PROCESSING, PATIENTS RECEIVE THEIR TREATED BLOOD TO RESTORE HEALTH.

	(Code: ) (Expenses $ 347,287 including grants of $ 347,287 ) (Revenue $ 2,240,207 )
	OTHER PROGRAM SERVICES: THESE OTHER PROGRAM SERVICES ARE BLOOD PRODUCT DERIVATIVES. DERIVATIVES ARE A PRODUCT MANUFACTURED FROM A RAW MATERIAL BYPRODUCT OF BLOOD COLLECTION. OBI COLLECTS THIS MATERIAL, WHICH IS UNUSABLE FOR BLOOD TRANSFUSION, AND DISTRIBUTES THIS BYPRODUCT TO PLASMA MANUFACTURERS WHICH, IN TURN, USE IT IN THE PRODUCTION OF A BIOLOGICAL DRUG. REVENUE FOR THIS PROGRAM IS $355,313 WITH OFFSETTING EXPENSES TOTALING $214,856. THE CELL THERAPY PROGRAM INVOLVES COLLECTIONS OF STEM CELLS AND CORD BLOOD FROM PATIENTS, TESTING, AND MANUFACTURING THE PRODUCTS FOR PATIENT USE. REVENUE FOR THIS PROGRAM IS $491,596 WITH OFFSETTING EXPENSES TOTALING $808,565. OBI MANAGES THE LIFE-SAVING BLOOD DONATIONS OF MORE THAN 200,000 PEOPLE IN THE REGION EACH YEAR. THESE UNITS OF BLOOD ARE EVENTUALLY DELIVERED TO PATIENTS ACROSS THE REGION, BUT NOT BEFORE UNDERGOING AN IMMENSE AMOUNT OF FDA-REGULATED PROCESSING AND TESTING FOR DONOR AND BLOOD RECIPIENT SAFETY. VOLUNTEER BLOOD DONORS GIVE WHAT CAN'T BE CREATED AND PROVIDED BY ANY OTHER MEANS. OBI RECRUITS DONORS AND PROVIDES SKILLED MEDICAL STAFF, TECHNOLOGY, AND FACILITIES TO COLLECT BLOOD FROM DONORS. LAB PROFESSIONALS UNDER THE MEDICAL SUPERVISION OF PHYSICIANS PREPARE THE BLOOD FOR TRANSFUSION AND ADMINISTER MULTIPLE SAFETY TESTS. ALL MUST BE DONE WITH UTMOST URGENCY AND AROUND THE CLOCK SINCE BLOOD HAS A VERY LIMITED TIME FOR USE. OBI ADMINISTERS FIVE LAYERS OF SAFETY PROCEDURES - BLOOD DONOR ELIGIBILITY STANDARDS, INDIVIDUAL SCREENING, LABORATORY TESTING, CONFIDENTIAL EXCLUSION OF DONATIONS AND DONOR RECORD CHECKS. EXTENSIVE COMPLIANCE AND TECHNICAL TENURE ARE REQUIRED TO GET BLOOD FROM A DONOR TO A PATIENT. BLOOD CENTERS ALSO WORK CLOSELY WITH GOVERNMENT AGENCIES AND OTHER ENTITIES ON QUALITY CONTROL AND TRACKING. AN ENTIRE TEAM MANAGES THE SUPPLY LOGISTICS WITH EVERY MEDICAL FACILITY SERVED SO THAT THEY HAVE THE RIGHT BLOOD AT THE RIGHT TIME FOR PATIENTS. THIS CAN FLUCTUATE GREATLY, EVEN WITHIN A FEW HOURS. COURIERS TRAVEL MORE THAN SIX MILLION MILES EACH YEAR TO TRANSPORT DONATED BLOOD TO CENTRAL LABS AND HOSPITALS WITH ACCURACY AND EFFICIENCY, LEAVING NO NEED UNMET, REGARDLESS OF THE SITUATION OR TRAVEL CONDITIONS. HOSPITALS AND PATIENTS ARE NOT CHARGED FOR THE DONATED BLOOD ITSELF. EXPENSES ARE RECOVERED THROUGH A SERVICE FEE FOR EMPLOYEE WAGES, FUEL, VEHICLES, ADVANCED TESTING EQUIPMENT AND BLOOD PROCESSING AS SUMMARIZED ABOVE. OBI'S FEES AND QUALITY HAVE MADE IT THE CHOSEN, SOLE SUPPLIER FOR MORE THAN 90 PERCENT OF OKLAHOMA'S BLOOD SUPPLY, AS WELL AS MORE THAN 40 ARKANSAS HOSPITALS, EIGHT HOSPITALS IN THE TEXOMA REGION AND MOST HOSPITALS IN THE TEXAS HIGH PLAINS REGION. IT REQUIRES 24/7, 365 DAYS-A-YEAR STAFFING AND OPERATIONS, MUCH LIKE AREA HOSPITALS. IN ADDITION TO THESE SERVICES, OBI PLAYS A CRITICAL ROLE IN TRAUMA CARE. TYPE O WHOLE BLOOD, CONTAINING RED CELLS, PLATELETS, AND PLASMA, IS CRUCIAL IN TRAUMA BECAUSE IT CAN BE SAFELY USED FOR PATIENTS OF ANY BLOOD TYPE. THE IMPORTANCE OF THIS INITIATIVE IS UNDERSCORED BY ITS SUCCESS IN OKLAHOMA CITY, WHERE WHOLE BLOOD WAS INTRODUCED TO EMS IN 2023. FROM ITS LAUNCH IN FEBRUARY 2023 TO JUNE 2024, OKC EMS PROVIDERS HAVE ADMINISTERED WHOLE BLOOD TO 58 PATIENTS ON-SITE BEFORE HOSPITAL ARRIVAL, WITH 48 SURVIVING TO EMERGENCY DEPARTMENT ADMISSION AND 34 EVENTUALLY BEING DISCHARGED.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 347,287 including grants of $ 347,287 ) (Revenue $ 2,240,207 )
4e	Total program service expenses119,755,539

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	5,586,984	0	806,858

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,401,197

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		1,401,197

		Business Code
2a	SERVICE FEES	900099	124,458,834	124,458,834
b	LABORATORY FEES	621990	9,757,468	9,757,468
c	PATIENT CARE SERVICE FEES	900099	6,136,011	6,136,011
d	CELL THERAPY	900099	491,596	491,596
e	DERIVATES	900099	355,313	355,313
f	All other program service revenue.		0	0	0	0
g	Total. Add lines 2a–2f .....		141,199,222

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,354,697			1,354,697
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	271,729
b	Less: rental expenses	6b	245,664
c	Rental income or (loss)	6c	26,065	0
d	Net rental income or (loss).......			26,065
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	3,658,050	120,755
b	Less: cost or other basis and sales expenses	7b	3,084,121	19,801
c	Gain or (loss)	7c	573,929	100,954
d	Net gain or (loss).........			674,883			674,883
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	Miscellaneous Income		900099	893,602	751,002		142,600
b	Rebates		900099	509,129	498,760		10,369
c	Freight Reimbursed		900099	143,536	143,536
d	All other revenue ....			0	0	0	0
e	Total. Add lines 11a–11d ......			1,546,267
12	Total revenue. See instructions.....			146,202,331	142,592,520	26,065	2,182,549

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	347,287	347,287
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	5,126,054	3,406,987	1,719,067
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	55,498	55,498
7	Other salaries and wages........	59,394,434	52,665,545	6,728,889
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	1,406,826	1,212,401	194,425
9	Other employee benefits .......	4,986,369	4,887,818	98,551
10	Payroll taxes ...........	5,205,516	4,573,456	632,060
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	211,554		211,554
c	Accounting ...........	308,561		308,561
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	59,712		59,712
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	2,230,291	1,388,571	841,720	0
12	Advertising and promotion ....	746,286	244,350	501,936
13	Office expenses .......	834,967	592,941	242,026
14	Information technology ......	902,657	86,988	815,669
15	Royalties ..
16	Occupancy ...........	4,289,279	1,420,708	2,868,571
17	Travel ............	729,477	653,630	75,847
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	191,058	179,487	11,571
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	7,522,804	5,456,261	2,066,543
23	Insurance ...	877,827	877,827
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Supplies	30,465,428	30,465,428
b	Equipment Repair	4,589,745	2,543,964	2,045,781
c	Motor Vehicles	2,835,010	2,715,997	119,013
d	Donor Recognition	2,516,397	2,418,734	97,663
e	All other expenses	4,674,282	3,561,661	1,112,621	0
25	Total functional expenses. Add lines 1 through 24e	140,507,319	119,755,539	20,751,780	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1,967	1	1,967
2	Savings and temporary cash investments .........			22,899,615	2	24,454,658
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			19,177,290	4	21,865,672
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6	0
7	Notes and loans receivable, net ...........			707,040	7	749,402
8	Inventories for sale or use ............			5,853,889	8	6,994,205
9	Prepaid expenses and deferred charges ......			1,480,533	9	1,930,571
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	106,245,890
b	Less: accumulated depreciation	10b	64,349,110	41,610,754	10c	41,896,780
11	Investments—publicly traded securities .			3,449,713	11	3,877,829
12	Investments—other securities. See Part IV, line 11 .....			0	12
13	Investments—program-related. See Part IV, line 11 ..			0	13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			12,710,849	15	13,339,846
16	Total assets. Add lines 1 through 15 (must equal line 33)...			107,891,650	16	115,110,930

17	Accounts payable and accrued expenses .....	13,916,076	17	15,261,442
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22	0
23	Secured mortgages and notes payable to unrelated third parties ..	6,482,989	23	6,248,747
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	5,064,093	25	4,543,603
26	Total liabilities. Add lines 17 through 25..	25,463,158	26	26,053,792

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	82,428,492	27	89,057,138
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	82,428,492	32	89,057,138
33	Total liabilities and net assets/fund balances ........	107,891,650	33	115,110,930