Civic Intelligence

Global Blood Fund

990 • Fiscal year 2019 • EIN 39-2071848

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

1001 North Lincoln BlvdOklahoma City, OK 73104

(405) 278-3232

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.07x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.18x

Higher debt load relative to revenue than 75% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

6th percentile

-49%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

99th percentile

$663,492

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 234.0% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

13th percentile

-13%

Faster asset growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-60%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$785,058

Down $119,658 (-13%) from 2018

Net Assets

Down

$733,725

Down $139,961 (-16%) from 2018

Liabilities

Up

$51,333

Up $20,303 (+65%) from 2018

Revenue

Down

$283,528

Down $427,385 (-60%) from 2018

Expenses

Up

$423,489

Up $97,250 (+30%) from 2018

Net Income

Down

-$139,961

Down $524,635 (-136%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2012: $352,202Liabilities 2012: $133,380Net Assets 2012: $218,8222012Assets 2013: $261,344Liabilities 2013: $17,885Net Assets 2013: $243,4592013Assets 2014: $312,939Liabilities 2014: $38,371Net Assets 2014: $274,5682014Assets 2015: $362,237Liabilities 2015: $23,188Net Assets 2015: $339,0492015Assets 2016: $364,635Liabilities 2016: $37,524Net Assets 2016: $327,1112016Assets 2017: $687,944Liabilities 2017: $198,932Net Assets 2017: $489,0122017Assets 2018: $904,716Liabilities 2018: $31,030Net Assets 2018: $873,6862018Assets 2019: $785,058Liabilities 2019: $51,333Net Assets 2019: $733,7252019Assets 2020: $548,250Liabilities 2020: $0Net Assets 2020: $548,2502020Assets 2021: $414,916Liabilities 2021: $0Net Assets 2021: $414,9162021Assets 2022: $382,479Liabilities 2022: $50,000Net Assets 2022: $332,4792022Assets 2023: $305,018Liabilities 2023: $0Net Assets 2023: $305,0182023Assets 2024: $169,383Liabilities 2024: $0Net Assets 2024: $169,3832024Assets 2025: $267,487Liabilities 2025: $0Net Assets 2025: $267,4872025

Highlighted filing

2019

Assets$785,058
Liabilities$51,333
Net Assets$733,725

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $295,575Expenses 2012: $128,877Net Income 2012: $166,6982012Revenue 2013: $228,413Expenses 2013: $167,779Net Income 2013: $60,6342013Revenue 2014: $197,687Expenses 2014: $166,578Net Income 2014: $31,1092014Revenue 2015: $260,350Expenses 2015: $195,869Net Income 2015: $64,4812015Revenue 2016: $210,080Expenses 2016: $222,018Net Income 2016: -$11,9382016Revenue 2017: $452,702Expenses 2017: $290,801Net Income 2017: $161,9012017Revenue 2018: $710,913Expenses 2018: $326,239Net Income 2018: $384,6742018Revenue 2019: $283,528Expenses 2019: $423,489Net Income 2019: -$139,9612019Revenue 2020: $339,121Expenses 2020: $524,596Net Income 2020: -$185,4752020Revenue 2021: $83,251Expenses 2021: $216,585Net Income 2021: -$133,3342021Revenue 2022: $141,433Expenses 2022: $223,870Net Income 2022: -$82,4372022Revenue 2023: $22,910Expenses 2023: $50,371Net Income 2023: -$27,4612023Revenue 2024: $127,949Expenses 2024: $263,584Net Income 2024: -$135,6352024Revenue 2025: $333,673Expenses 2025: $235,569Net Income 2025: $98,1042025

Highlighted filing

2019

Revenue$283,528
Expenses$423,489
Net Income-$139,961
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$283,528
Mission and Program Overview

Mission

To work with low and middle hdi countries to ensure a safe and sufficient blood supply for all by promoting voluntary non-remunerated blood donation to help prevent the hundreds of thousands of deaths that result each year from blood shortages.

Global blood fund works with low human development index (hdi) countries to ensure a safe & sufficient blood supply for all by promoting voluntary, non-remunerated blood donation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$808,210$733,610▼ $74,600
Cash and Non-Interest-Bearing Accounts$88,529$45,303▼ $43,226
Accounts Receivable$7,977$6,145▼ $1,832
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$904,716$785,058▼ $119,658
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$31,030$51,333▲ $20,303
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$31,030$51,333▲ $20,303
Net Assets / Fund Balance
Net Assets With Donor Restrictions$400,500$431,771▲ $31,271
Net Assets Without Donor Restrictions$473,186$301,954▼ $171,232
Total Net Assets Fund Balance$873,686$733,725▼ $139,961
Total Liabilities and Net Assets / Fund Balance$904,716$785,058▼ $119,658
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gavin EvansContract Executive DirectorFT$157,971-$157,971
Randal Carl Juengel MBoard Member--$12,000$12,000

Board Members and Trustees

NameTitle
John Armitage MdBoard Chair
Axel StoverBoard Member
Randall StarkBoard Member/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$272,385
Program Service Revenue
$0
Investment Income
$11,143
Other Revenue
$0
All Other Contributions
$92,027
Change in Net Assets
$-139,961
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$284,638
Other Expenses$97,594
Grants and Similar Amounts Paid$41,257
Total Fundraising Expense$34,326
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$110,580$31,594$15,797$157,971
Comp Disqual Persons$62,067$17,733$8,867$88,667
Fees for Services Other$38,324$10,950$5,475$54,749
Foreign Grants$40,202--$40,202
Other Salaries and Wages$22,353$6,387$3,193$31,933
Conferences and Meetings$23,024--$23,024
Other Employee Benefits$4,247$1,213$607$6,067
Fees for Services Accounting-$5,405-$5,405
Fees for Services Legal-$1,600-$1,600
Grants to Domestic Orgs$1,055--$1,055
Advertising$1,000--$1,000
Other Expenses$-75$0$0$-75
Total Functional Expenses$313,497$75,666$34,326$423,489
International Activity

International Summary

Offices
1
Employees
1
Spending
$198,173

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (Including Iceland and Greenland)Maintaining offices-11$157,971
Sub-Saharan AfricaGrantmaking-00$40,202
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Catherine ArmitageWife of BOARD CHAIRDirector ServicesNo$88,667

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Global Blood Fund
EIN
39-2071848
In Care Of
% RANDALL STARK
Phone
4052783232
Address
1001 North Lincoln Blvd, Oklahoma City, OK 73104

Signing Officer

Name
Randall Stark
Title
Board Mem./Treasurer
Phone
4052783232
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gavin Evans
Formed
2008
Legal Domicile
Ok
Voting Board Members
4
Independent Board Members
2
Employees
0
Volunteers
100

Preparer

Firm
Grant Thornton LLP
Address
100 EAST WISCONSIN AVENUE STE 2100, Milwaukee, WI 53202
Preparer
Michelle L Weber
Phone
4142898200
Supplemental Narrative

Additional Explanations

Program Service Accomplishments

Form 990, part iii, line 4 gbf's activity remained mission-centric during 2019, continuing to expand in terms of the number of transactions and activities, geographic regions supported, and partners engaged. Gbfs traditional approach to training - assembling international delegates and facilitators for program events staged in a central education facility - was becoming too logistically problematic and expensive. A decision was made to switch to distance learning and considerable resources during 2019 were devoted to developing content and the delivery platform, which are scheduled to be ready for a 2020 launch. Unusually, gbf departed from the established practice of donating pre- owned equipment and contributed significantly towards the purchase of a spectra optia hemapheresis machine for a hospital in benin city, nigeria. This enabled novel therapies to become available in that region, including red cell exchange and stem cell transplantation, and this donation offered significant healthcare benefits not deliverable in any other manner. A major overhaul of the gbf website began in 2019, with delivery and relaunch anticipated in 2020.

Program Service Accomplishments

FORM 990, PART III, LINE 4D DEFINING THE U.S. BLOOD SUPPLY CHAIN THESE FUNDS WERE PROVIDED BY COMMONWEALTH TRANSFUSION FOUNDATION (CTF) FOR SIMA FORESCH, A UNIVERSITY PHD. SIMA FORESCH WAS COMMISSIONED TO RESEARCH AND WRITE AN ACADEMIC GRADE REPORT. SHE TRAVELED TO AND RESEARCHED THE OPERATION OF LIFESERVE BLOOD CENTER IN DES MOINES, IA AS A FOUNDATION ELEMENT OF HER ANALYSIS. IN AUGUST 2020, SHE SUBMITTED A 27-PAGE PARTIAL DRAFT ENTITLED "STRATEGIC VULNERABIILTY OF THE BLOOD SUPPLY CHAIN." THE FINAL DRAFT IS EXPECTED IN DECEMBER 2020. SHE ALSO OFFERED UP A DRAFT POWERPOINT PRESENTATION IN ANTICIPATION OF HER SCHEDULED SESSION AT THE CTF "EMERGING TOPIC IN BLOOD BANKING" CONFERENCE SLATED TO BE HELD IN SEPTEMBER 2020 IN JACKSON HOLE, WY. TRAINING AND EDUCATION DURING 2019, GBF COMMENCED A SIGNIFICANT RE-ENGINEERING OF ITS TRAINING APPROACH, NAMELY CONSTRUCTION OF AN ONLINE EDUCATION AND CERTIFICATION PROGRAM FOR BLOOD DONOR RECRUITERS WORKING IN LOW-INCOME SETTINGS. THIS WAS INITIATED IN RESPONSE TO THE HIGH COSTS AND LOGISTICAL DIFFICULTIES INVOLVED IN BRINGING INTERNATIONAL PARTICIPANTS TOGETHER FOR FACE-TO-FACE EVENTS. SUBJECT MATTER EXPERTS FROM ACROSS AFRICA WERE ENGAGED TO WRITE A TOTAL OF 12 HALF-HOUR NARRATED VIDEO MODULES. THESE MODULES WILL BE CLOUD-BASED AND, WHEN LAUNCHED IN 2020, WILL PROVIDE FREE ACCESS TRAINING FOR PRACTITIONERS ACROSS AFRICA AND BEYOND. GBF HAS PARTNERED WITH THE AFRICA SOCIETY FOR BLOOD TRANSFUSION AND THE ASSOCIATION OF DONOR RECRUITMENT PROFESSIONALS TO ENDORSE AND PROMOTE THE SERIES. THOSE ENGAGING WITH THE CONTENT WILL BE ABLE TO TAKE THE COURSE FOR INTEREST / SELF-IMPROVEMENT ONLY, OR ALTERNATIVELY TAKE THE CERTIFICATION ROUTE, WHICH REQUIRES CORRECTLY ANSWERING QUESTIONS RELATED TO EACH MODULE TO PROVE THAT A LEVEL OF UNDERSTANDING AND COMPETENCE HAS BEEN ACHIEVED. EXPANSION OF PARTNERSHIP NETWORK MUCH OF GBF'S ACTIVITY RELATES TO ITS ABILITY TO CREATE AND GALVANIZE NETWORKS IN THE U.S. AND EUROPE (NATIONAL AND REGIONAL BLOOD SERVICES, INDUSTRY SUPPLIERS, REGULATORY BODIES, ETC.) TO ASSIST DEVELOPING-WORLD BLOOD COLLECTION ORGANIZATIONS. WORKING BOTH DIRECTLY AND THROUGH PAN-NATIONAL AND PROFESSIONAL ASSOCIATIONS, GBF IS ABLE TO ASSEMBLE MULTI-AGENCY COLLABORATIONS WITH OBJECTIVES AND CONFIGURATIONS DIFFERING BY PROJECT. FOR EXAMPLE, DURING THE PERIOD GBF RE-INVIGORATED AND RE-BRANDED A YOUTH DONOR RETENTION PROGRAM CALLED "PLEDGE 25 CLUB". THERE WAS A FORMAL LAUNCH AT THE AFRICAN SOCIETY FOR BLOOD TRANSFUSION (AfSBT) CONGRESS IN TANZANIA WITH FORMAL ENDORSEMENT BY AfSBT. A NEWLY PUBLISHED "HOW-TO" BOOK WAS WIDELY DISTRIBUTED TO COUNTRIES ACROSS AFRICA, DIGITAL TOOLS WERE PROMOTED, AND A GENERAL OFFER OF SUPPORT WAS MADE. THE TRAINING COMMENCED IN UGANDA DURING 2019 AND ACHIEVED POSITIVE RESULTS, WHICH HAS LEAD TO A PIPELINE OF OTHER INTERESTED COUNTRIES. GBF WORKED CLOSELY WITH THE PAN AMERICA HEALTH ORGANIZATION (PAHO) TO STRUCTURE THE SECONDMENT OF A U.S. BLOOD BANKING PROFESSIONAL TO ASSIST NATIONAL BLOOD PROGRAMS; FIRST IN THE DOMINICAN REPUBLIC, THEN EL SALVADORE. UNFORTUNATELY, DUE TO EXTERNAL FACTORS, THE ARRANGEMENTS COULD NOT BE COMPLETED, BUT GBF WAS PLEASED TO ADD PAHO TO THE LIST OF MAJOR ORGANIZATIONS WITH WHICH IT ENJOYS CORDIAL RELATIONS. "OPEN ARMS" PROGRAM GBF'S "OPEN ARMS" PROGRAM GIVES BLOOD CENTERS ACROSS THE U.S. AND IN OTHER PARTS OF THE WORLD AN OPPORTUNITY TO OFFER THEIR BLOOD DONORS A CHARITABLE ALTERNATIVE TO THE USUAL RECOGNITION ITEMS OF PRINTED T-SHIRTS, ETC. THIS PROGRAM CREATES A VIRTUOUS CIRCLE OF ACTIVITY SUCH AS IMPROVING DONOR CHOICE, MOTIVATING COLLECTION STAFF, SAVING BLOOD CENTERS MONEY, PROVIDING A DIVERSITY PLATFORM TO ENCOURAGE BLOOD DONATION FROM MINORITY COMMUNITIES, AND PROVIDING RESOURCES FOR INTERNATIONAL DEVELOPMENT WORK IN AN AREA OF INTEREST TO ALL PARTIES. DURING 2019 THE NUMBER OF BLOOD CENTERS ENGAGED IN OPEN ARMS REMAINED BROADLY STABLE AS GBF WORKED TO DEEPEN THE ENGAGEMENT OF EXISTING CENTERS AND OPERATIONALIZE DECLARED SUPPORT, RAT

Offices Outside the U.S.

Form 990, part iv, line 14a gbf established a u.k. Based office in london where the contract executive director is located. Activities in the london office include grant writing, administration and development of infrastructure to facilitate the transfer of equipment to developing countries.

Foreign Account

Form 990, part v, line 4a to support the u.k. Office, the company established a banking account to receive donations and pay operating expenses. All transactions into and from the account are controlled by board members of the organization from the u.s.

Members of the Organization and Powers to Appoint

Form 990, part vi, lines 6 and 7a obi holding company is the sole member of gbf and has the authority to appoint board members.

Form 990 Review

Form 990, part vi, line 11b gbf's form 990 is prepared by an independent accounting firm and reviewed internally prior to distributing to the board. Subsequent to review, all updates are incorporated into the form 990 and are provided to board members prior to filing with the irs.

Conflict of Interest Policy

Form 990, part vi, line 12c gbf has a conflict of interest policy that establishes guidelines and procedures applicable to transactions or arrangements that might benefit the private interest of an officer or trustee of the organization. Individuals considering a transaction shall appoint a disinterested person to investigate alternatives to the proposed transaction. If a more advantageous transaction or arrangement is not reasonably attainable under the circumstances that would not give rise to a conflict of interest, the board or committee shall determine, by a majority vote of the disinterested trustees, whether the transaction or arrangement is in the best interest of the organization and whether the transaction is fair to the organization. Each trustee, officer, and member of a committee with board delegated powers shall annually sign a statement which affirms that such a person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy and understands that the organization is a charitable organization and that in order to maintain its federal tax exemption, it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. If the board or the committee has reasonable cause to believe that an interested person has failed to disclose a conflict of interest as required by this policy, the board or committee shall inquire, investigate and take appropriate disciplinary and corrective action, as necessary.

Compensation Review

Form 990, part vi, lines 15a and 15b the volunteer board members and officers are compensated by a related organization. No part of the related entity compensation is for services rendered to the filing organization. The executive compensation for those individuals is paid by a related organization (oklahoma blood institute -"obi") of gbf's sole corporate member. The obi policy is as follows: as leaders of the state's largest biopharmaceutical organization, a 900-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 fifteen operational facilities across three states and ten major markets 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 212 facilities 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 annually by the executive committee of the related organization's board of directors. Gbf's contract executive director is an independent contractor. His compensation is reviewed and approved by the board.

Governing Documents

Form 990, part vi, line 19 the governing documents are made available upon request.

Form 990 Part IX Line 11G

Description:research and reporting total fees:43500

Form 990 Part IX Line 11G

Description:miscellaneous services total fees:11249

Financial Statement Notes

Liability for Uncertain Tax Positions (asc 740)

Schedule d, part x, line 2 holding, the institute, obi real estate company, obi real estate company 2, global blood fund and the foundation are not-for-profit corporations as described in the internal revenue code ("irc") and are exempt from federal income taxes on related income pursuant to section 501(a) of the code. 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 statements recognition 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. Holding, the institute, global blood fund, and the foundation are exempt from federal income tax under irc section 501(c)(3), though they are subject to tax on income unrelated to their exempt purposes, unless that income is otherwise excluded by the irc. 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 institute generates unrelated business income through certain testing and debt-financed leasing activities, the taxes on which have historically been inconsequential and are included in the allocated expenses reported in the combined statements of activities. The institute has filed federal and state of oklahoma income tax returns to report unrelated business income and is no longer subject to income tax examinations by federal, state, or local tax authorities for tax years before 2016. The company has determined that there are no material uncertain tax positions that require recognition or disclosure in the consolidated financial statements. On december 22, 2017, tax reform legislation commonly known as the tax cuts and jobs act of 2017 (the "act") was passed; resulting in significant modifications to existing tax law. There were no material effects on the companys financial statements as a result of the act.

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IRS990/ProgSrvcAccomActy2Grp/Desc0NON-EQUIPMENT BASED SUPPORT NON-EQUIPMENT BASED SUPPORT FORMED A SIGNIFICANT COMPONENT OF GBFS OVERALL PACKAGE OF CHARITABLE ACTIVITY. FOR EXAMPLE, GBF WORKED WITH FIRST LADIES ACROSS AFRICA (THROUGH THEIR ORGANIZATION "OAFLAD" - ORGANIZATION OF AFRICAN FIRST LADIES FOR DEVELOPMENT) TO PROMOTE BLOOD DONATION AS IT RELATES TO WOMEN, ESPECIALLY MOTHERS IN CHILDBIRTH. THIS INCLUDED A BROADCASTED PRESENTATION AT THE UNITED NATIONS ASSEMBLY IN NEW YORK, WHICH ENCOURAGED BLOOD DONATIONS TO CITIZEN IN ZIMBABWE AND ELSEWHERE. FURTHER EXAMPLES: GBF PARTICIPATED IN SEVERAL TRAINING EVENTS FOR BLOOD SERVICE STAFF IN KENYA, A PARTICULARLY UNDERPERFORMING COUNTRY ON THAT CONTINENT. GBF ALSO INITIATED AND SUPPORTED A MAJOR MULTI-FAITH BLOOD DRIVE IN KWALE COUNTY IN KENYA (AS PART OF WORLD BLOOD DONOR DAY EVENTS) TO EVIDENCE THE POTENTIAL OF FAITH ORGANIZATIONS HELPING TO MEET NATIONAL BLOOD REQUIREMENTS. A STUDY OF PRE-DONATION ABO RH TYPING AS A RECRUITMENT STRATEGY IN PARTNERSHIP WITH THE NATIONAL BLOOD SERVICE IN GHANA WAS PLANNED AND FUNDED (INCLUDING THE DONATION OF A LARGE NUMBER OF TEST KITS IN SUPPORT OF THE PROJECT BY THE VENDOR, DIAGAST) BUT ACTIVITY DID NOT COMMENCE DURING 2019 AS HAD BEEN EXPECTED. PROGRESSION IS SLATED FOR 2020.
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IRS990/ProgSrvcAccomActy3Grp/Desc0RE-HOMING OF DISPLACED EQUIPMENT RE-HOMING OF DISPLACED EQUIPMENT RETAINED ITS STATUS AS ONE OF THE MOST IMPORTANT PROGRAMS. GBF OWNS AND MANAGES EXCHANGE, A CLOUD-BASED PLATFORM ENABLING BLOOD SERVICES WORLDWIDE TO LIST (USUALLY SURPLUS) EQUIPMENT AVAILABLE FOR DONATION. THIS TYPICALLY BECOMES AVAILABLE WHERE ITEMS ARE DISPLACED AS A CONSEQUENCE OF ROUTINE UPGRADE PROGRAMS, LEAVING STILL-SERVICEABLE EQUIPMENT SURPLUS TO LOCAL REQUIREMENTS. AS WELL AS VIEWING AND RESPONDING TO OFFERS, THE SYSTEM OFFERS BLOOD SERVICES IN LOW-INCOME COUNTRIES THE ABILITY TO LIST AND CIRCULATE THEIR SPECIFIC REQUIREMENTS WORLDWIDE. ONCE A MATCH IS MADE BETWEEN DONOR AND RECIPIENT, GBF MANAGES AND RESOURCES THE LOGISTICS OF RE-HOMING. DONATIONS MOSTLY COME FROM THE U.S. AND EUROPE. RECIPIENTS ARE TYPICALLY BLOOD SERVICES IN AFRICA, LATIN AMERICA, AND ASIA. EXAMPLES OF 2019 ACTIVITY ARE A CONTAINER OF ASSORTED EQUIPMENT DONATED BY THE SCOTTISH NATIONAL BLOOD SERVICE AND SENT TO TANZANIA AND THOUSANDS OF NEW T-SHIRTS - BECOMING AVAILABLE BECAUSE OF A REBRAND BY A MAJOR BLOOD SYSTEM - THAT WERE SHIPPED TO GHANA. OPTIPRESS MACHINES GIVEN BY ENGLANDS NHS BLOOD AND TRANSPLANT WERE DISTRIBUTED TO A NUMBER OF AFRICAN COUNTRIES, AS WERE A SIGNIFICANT QUANTITY OF BLOOD SHAKERS. SEVERAL BLOOD MOBILES WERE DONATED DURING 2019, BUT AT YEAR-END WERE AT THE MEXICAN BORDER AWAITING COMPLETION OF EXPORT/IMPORT PAPERWORK. A PLEDGE OF 800 HEMOGLOBINOMETERS (C.$800,000 VALUE) WAS RECEIVED AND IS LIKELY TO FORM THE BASIS OF A QUALITATIVE VS QUANTITATIVE HB MEASUREMENT STUDY IN TANZANIA, A MAJOR INITIATIVE PLANNED FOR 2020.
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHEDULE D, PART X, LINE 2 HOLDING, THE INSTITUTE, OBI REAL ESTATE COMPANY, OBI REAL ESTATE COMPANY 2, GLOBAL BLOOD FUND AND THE FOUNDATION ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN THE INTERNAL REVENUE CODE ("IRC") AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. 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 STATEMENTS RECOGNITION 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. HOLDING, THE INSTITUTE, GLOBAL BLOOD FUND, AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH THEY ARE SUBJECT TO TAX ON INCOME UNRELATED TO THEIR EXEMPT PURPOSES, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. 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 INSTITUTE GENERATES UNRELATED BUSINESS INCOME THROUGH CERTAIN TESTING AND DEBT-FINANCED LEASING ACTIVITIES, THE TAXES ON WHICH HAVE HISTORICALLY BEEN INCONSEQUENTIAL AND ARE INCLUDED IN THE ALLOCATED EXPENSES REPORTED IN THE COMBINED STATEMENTS OF ACTIVITIES. THE INSTITUTE HAS FILED FEDERAL AND STATE OF OKLAHOMA INCOME TAX RETURNS TO REPORT UNRELATED BUSINESS INCOME AND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR TAX YEARS BEFORE 2016. THE COMPANY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. ON DECEMBER 22, 2017, TAX REFORM LEGISLATION COMMONLY KNOWN AS THE TAX CUTS AND JOBS ACT OF 2017 (THE "ACT") WAS PASSED; RESULTING IN SIGNIFICANT MODIFICATIONS TO EXISTING TAX LAW. THERE WERE NO MATERIAL EFFECTS ON THE COMPANYS FINANCIAL STATEMENTS AS A RESULT OF THE ACT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0LIABILITY FOR UNCERTAIN TAX POSITIONS (ASC 740)
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0157971
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt140202
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Europe (Including Iceland and Greenland)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1Sub-Saharan Africa
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Maintaining offices
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Grantmaking
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt040202
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0Sub-Saharan Africa
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalEmployeesCnt01
IRS990ScheduleF/SubtotalOfficesCnt01
IRS990ScheduleF/SubtotalSpentAmt0198173
IRS990ScheduleF/Total501c3OrgCnt02
IRS990ScheduleF/TotalEmployeeCnt01
IRS990ScheduleF/TotalOfficeCnt01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$3.34$2.36$0.98
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$1.28$2.64$1.36
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.23$0.50$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.82$0.50$3.32$1.41$2.24$0.82
2021Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.83$2.17$1.33
2020Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$3.39$5.25$1.85
2019Detailed filing. Detailed filing data is available for this year.$7.85$0.51$7.34$2.84$4.23$1.40
2018Detailed filing. Detailed filing data is available for this year.$9.05$0.31$8.74$7.11$3.26$3.85
2017Detailed filing. Detailed filing data is available for this year.$6.88$1.99$4.89$4.53$2.91$1.62
2016Detailed filing. Detailed filing data is available for this year.$3.65$0.38$3.27$2.10$2.22$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.62$0.23$3.39$2.60$1.96$0.64
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.38$2.75$1.98$1.67$0.31
2013Summary only. Only limited summary data is available for this year.$2.61$0.18$2.43$2.28$1.68$0.61
2012Summary only. Only limited summary data is available for this year.$3.52$1.33$2.19$2.96$1.29$1.67