Institute For Transfusion Medicine, Group Return in Pittsburgh, Pennsylvania (PA)

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Institute For Transfusion Medicine, Group Return
Employer Identification Number (EIN)900593925
Name of OrganizationInstitute For Transfusion Medicine
Secondary NameGroup Return
In Care of NameMark J Giaquinto
AddressFive Parkway Center, Pittsburgh, PA 15220-3608
SubsectionCharitable Organization
Ruling Date03/2010
DeductibilityContributions are deductible
FoundationOrganizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2013
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 - Group return
Asset Amount$247,825,261
Amount of Income$203,995,601
Form 990 Revenue Amount$202,251,826
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Community Health Systems


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Amount of income in 2013: $203,995,601 (it was $185,568,757 in 2012)
This organization: 

 $203,995,601
Other organizations performing similar types of work: 

 $6,791,313

Assets in 2013: $247,825,261 (it was $175,184,942 in 2012)
This organization: 

 $247,825,261
Other organizations performing similar types of work: 

 $5,000,000

Expenses in 2013: $200,316,125
This organization: 

 $200,316,125
Other organizations performing similar types of work: 

 $5,603,496

Income to expenses ratio in 2013: 1.0
This organization: 

 1.0
Other organizations performing similar types of work: 

 1.1

Number of employees in 2013: 1,117
Institute For Transfusion Medicine, Group Return: 

 1,117
Other organizations performing similar types of work: 

 83

Employees paid over $100,000 in 2013: 2.9%
This organization: 

 2.9%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 0.2%
This organization: 

 0.2%
Other organizations performing similar types of work: 

 0.5%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesNo
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?YesNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?YesYes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesNo
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoYes
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?YesNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?YesNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoYes
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoYes
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 10966884
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return1,1791,117
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$1,226,194$1,438,140
Total reportable compensation from related organizations$1,558,238$1,502,999
Total estimated amount of other compensation from the organization and related organizations$395,235$1,881,618
Total number of individuals who received more than $100,000 of reportable compensation from the organization2223
Total number of independent contractors who received more than $100,000 of compensation from the organization119
Statement of Revenue
201120122013
Total revenue$189,340,260$185,172,689$202,251,826
Contributions, Gifts, Grants and Other Similar Amounts$74,629$30,222$325,632
Program Service Revenue$187,939,080$183,574,175$198,326,934
900099$110,763,257$100,500,192
621400$72,695,788$39,730,910
900099$0$58,095,832
All other program service revenue$115,130$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$1,335,892$1,491,535$2,271,502
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$-6,048$69,424$189,456
Gross rents (Real / Personal)$368,769 / $0$435,664 / $0$580,601 / $0
Less: rental expenses (Real / Personal)$374,817 / $0$366,240 / $0$391,145 / $0
Rental income or (loss) (Real / Personal)$-6,048 / $0$69,424 / $0$189,456 / $0
Net gain/loss from sales of assets other than inventory$-3,293$7,333$337,871
Gross amount from sales of assets other than inventory (Securities / Other)$0 / $0$0 / $37,161$0 / $1,690,501
Less: cost or other basis and sales expenses (Securities / Other)$0 / $3,293$0 / $29,828$0 / $1,352,630
Gain or (loss) (Securities / Other)$0 / $-3,293$0 / $7,333$0 / $337,871
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$0$0$800,431
900099$0$432,114
900099$0$368,317
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$190,716,497$187,944,798$200,316,125
Grants and other assistance to domestic organizations and domestic governments$1,783,927$3,723,347
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$618,910$548,160$592,037
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$47,187,476$44,917,922$44,264,858
Pension plan accruals and contributions$2,702,106$3,026,594
Other employee benefits$7,776,174$7,180,725
Payroll taxes$4,434,450$4,418,919$4,012,101
Fees for services (non-employees)
Management$147,343$182,013
Legal$0$59,909
Accounting$0$50,287
Lobbying$5,323$5,500
Professional fundraising services$0$0$0
Investment management fees$23,750$55,000
Other$4,117,111$3,193,602
Advertising and promotion$200$1,999,051
Office expenses$6,114,578$5,676,196
Information technology$1,047,960$1,027,206
Royalties$0$0
Occupancy$4,372,276$3,805,109
Travel$2,379,406$2,437,181
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$45,343$31,469
Interest$7,450$42,944
Payments to affiliates$0$0
Depreciation, depletion, and amortization$4,479,381$4,388,108
Insurance$212,794$252,662
Other expenses$43,748,811$30,255,316
Other expenses$24,382,963$8,334,953
Other expenses$18,743,881$48,456,208
Other expenses$10,577,721$22,357,152
Other expenses$5,391,299$4,906,597
Balance Sheet
201120122013
Total assets$179,098,093$175,184,942$247,825,261
Cash - non-interest-bearing$321,451$3,470,855
Savings and temporary cash investments$0$5,848,553
Pledges and grants receivable, net$0$80,397
Accounts receivable, net$12,666,735$18,855,150
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$7,421,623$5,092,659
Prepaid expenses and deferred charges$1,389,975$866,075
Land, buildings, and equipment: cost or other basis$60,630,662$54,587,124
Investments - publicly traded securities$0$0
Investments - other securities$88,100,209$148,036,234
Investments - program-related$0$0
Intangible assets$0$0
Other assets$4,654,287$10,988,214
Total liabilities$34,322,499$34,485,924$22,660,421
Accounts payable and accrued expenses$14,789,695$20,902,324
Grants payable$1,150,071$1,708,860
Deferred revenue$14,653$49,237
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$18,531,505$0
Total net assets or fund balances$144,775,594$140,699,018$225,164,840
Unrestricted net assets$140,699,018$177,678,333
Temporarily restricted net assets$0$47,486,507
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is: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
Number of organizations supported6
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$67,598,742
Subtotal$159,566,186
Gifts, grants, contributions, and membership fees received$13,335
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$159,552,851
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$91,967,444
Amounts received from disqualified persons$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$91,967,444
Total support$159,566,568
Public support$159,566,186
Subtotal$382
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$382
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Institute For Transfusion Medicine, Group ReturnFive Parkway Center, Pittsburgh, PA 15220-3608PA2010-03$203,995,601
2Glade Run Medical Associates1 Nolte Dr, Kittanning, PA 16201-7111PA2009-11$9,094,527
3Liberty Community Connections Inc714 Market Street, Philadelphia, PA 19106-2326PA2014-07$7,082,669
4St Clair Health Corporation, St Clair Medical Services Inc1000 Bower Hill Rd, Pittsburgh, PA 15243-1873PA2011-04$7,082,272
5St Clair Health Corporation1000 Bower Hill Rd, Pittsburgh, PA 15243-1873PA2011-04$5,553,274
6St Clair Health Corporation, St Clair Anesthesiology Associates1000 Bower Hill Rd, Pittsburgh, PA 15243-1873PA2011-04$5,122,557
7The Guthrie Clinic1 Guthrie Square, Sayre, PA 18840-1625PA2000-11$4,234,509
8Urban Solutions1408 S Broad St First Fl, Phila, PA 19146-4808PA2000-06$2,279,156
9St Clair Health Corporation, St Clair Professional Services Inc1000 Bower Hill Rd, Pittsburgh, PA 15243-1873PA2011-04$2,234,258
10Sayre Health Center5800 Walnut St, Philadelphia, PA 19139-3836PA2005-08$1,392,135
11Schuylkill Health System420 S Jackson St, Pottsville, PA 17901-3625PA2009-12$457,499
12Hope Center Of The Wyoming Valley205 Main St # 207, Luzerne, PA 18709-1244PA2011-03$433,049
13Tjuh Systems111 S 11th St, Philadelphia, PA 19107-4824PA2000-10$479
14Clinicalconnect Hie600 Grant St Fl 56, Pittsburgh, PA 15219-2730PA2014-11$0
15Fayette Anesthesia Providers500 W Berkeley St, Uniontown, PA 15401-5514PA2014-07$0
16Home Nursing Agency & Visiting Nurse Association201 Chestnut Ave, Altoona, PA 16601-4927PA1968-03$0
17Lancaster General Health Innovative Solutions Inc555 N Duke St, Lancaster, PA 17602-2250PA2014-10$0
18Main Line Diversified Services Inc240 Radnor Chester Rd Ste 260, Radnor, PA 19087-5176PA2000-10$0
19Oak Health And Rehabilitation Centers Inc5 Morgan Hwy Ste 6, Scranton, PA 18508-2641PA2014-09$0
20Pittsburgh Caregiver Support Network19213, Pittsburgh, PA 15213PA2008-08$0
Number of organizations performing similar types of work
Alabama6
Arkansas5
Arizona2
California34
Colorado11
Connecticut6
District of Columbia3
Delaware2
Florida20
Georgia23
Hawaii9
Iowa2
Idaho5
Illinois23
Indiana10
Kansas8
Kentucky8
Louisiana5
Massachusetts67
Maryland7
Maine6
Michigan36
Minnesota39
Missouri15
Mississippi4
Montana3
North Carolina27
North Dakota14
Nebraska4
New Hampshire3
New Jersey33
New Mexico3
Nevada2
New York45
Ohio26
Oklahoma7
Oregon6
Pennsylvania46
Rhode Island5
South Carolina2
South Dakota10
Tennessee7
Texas62
Utah3
Virginia29
Vermont2
Washington8
Wisconsin25
West Virginia8
Wyoming1
International1
Total738
All affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
SubordinateInstitute For Transfusion Medicine, Central Blood Bank875 Greentree Road, Pittsburgh, PA 15220-3508PA2010-03$53,168,021
SubordinateInstitute For Transfusion Medicine, Virginia Blood Services875 Greentree Rd, Pittsburgh, PA 15220-3508PA2010-03$24,973,381
SubordinateInstitute For Transfusion Medicine, Blood Science Foundation875 Greentree Rd, Pittsburgh, PA 15220-3508PA2010-03$1,195,349
CentralInstitute For Transfusion Medicine875 Greentree Road, Pittsburgh, PA 15220-3508PA2010-03$1,513,971
SubordinateInstitute For Transfusion Medicine, Group ReturnFive Parkway Center, Pittsburgh, PA 15220-3608PA2010-03$203,995,601
SubordinateInstitute For Transfusion Medicine, Hemophilia Center Of Western Pennsy875 Greentree Rd, Pittsburgh, PA 15220-3508PA2010-03$49,518,431
SubordinateInstitute For Transfusion Medicine, Itxm Clinical Services875 Greentree Road, Pittsburgh, PA 15220-3508PA2010-03$0
SubordinateInstitute For Transfusion Medicine, Itxm Diagnostics Inc875 Greentree Road, Pittsburgh, PA 15220-3508PA2010-03$0
SubordinateInstitute For Transfusion Medicine, Lifesource875 Greentree Road, Pittsburgh, PA 15220-3508PA2010-03$0
Number of affiliated organizations
Pennsylvania9
Total9

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