2024-05-03T11:23:36-05:00 2023-06-30 910189318 MOSS ADAMS LLP 999 THIRD AVENUE SUITE 2800 SEATTLE WA 98104 990 2022-07-01 911019655 BLOODWORKS BLOO 2062926500 921 TERRY AVENUE SEATTLE WA 981041256 ROBERT GLEASON CFO 2066896680 2024-05-02 1 ROBERT GLEASON 999009999 1 COLLEEN RAMIRES P01251320 2063026500 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CURT BAILEY 921 TERRY AVENUE SEATTLE WA 981041256 158971295 0 X WWW.BLOODWORKSNW.ORG X 1944 WA SAVING LIVES THROUGH RESEARCH, INNOVATION, EDUCATION & EXCELLENCE IN BLOOD, MEDICAL & LAB SERVICES. 9 8 979 294 0 0 875217 10966183 132170114 141976529 649566 643850 618441 660839 134313338 154247401 897816 610064 0 0 76002114 85979058 14500 0 314600 59455790 63787370 136370220 150376492 -2056882 3870909 100462161 112716614 25552071 31722072 74910090 80994542 SAVING LIVES THROUGH RESEARCH, INNOVATION, EDUCATION AND EXCELLENCE IN BLOOD, MEDICAL AND LABORATORY SERVICES IN PARTNERSHIP WITH OUR COMMUNITY. 0 0 118879784 0 136699460 RECRUIT DONORS, COLLECT, TEST, PROCESS AND FRACTIONATE WHOLE BLOOD AND COMPONENTS INTO TRANSFUSION READY PRODUCTS (WHOLE BLOOD, RED BLOOD CELLS, PLATELETS, PLASMA AND CRYOPRECIPITATE) FOR USE IN NEARLY 90 HOSPITALS, PRIMARILY LOCATED IN THE PACIFIC NORTHWEST. 8883522 610064 5277069 WE ARE A RESEARCH INSTITUTE WITH OVER 75 YEARS OF RESEARCH AND DISCOVERIES. BLOODWORKS SCIENTISTS HAVE TRANSFORMED PATIENT CARE WITH BREAKTHROUGHS IN TRANSFUSION MEDICINE, BLOOD BIOLOGY, BLOOD STORAGE, CANCER THERAPIES, ORGAN TRANSPLANTATION, AND TREATMENT OF CLOTTING DISORDERS. BLOODWORKS' SCIENTISTS CAN BE FOUND IN MEDICAL SCHOOLS AND AT SCIENTIFIC FORUMS SHARING THE LATEST BLOOD SCIENCE WITH DOCTORS FROM AROUND THE REGION - AND AROUND THE WORLD. 127763306 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 296 0 1 979 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 WA OR X ROBERT GLEASON 2066896680 921 TERRY AVENUE SEATTLE WA 981041256 CURT BAILEY PRESIDENT & CEO 40.00 X X 809099 0 38012 JOSE LOPEZ MD CHIEF SCIENTIFIC OFFICER 40.00 X 392961 0 36316 THERESA NESTER MD CO-CHIEF MEDICAL OFFICER MED SVCS 40.00 X 364580 0 34099 KIRSTEN ALCORN MD CO-CHIEF MEDICAL OFFICER MED SVCS 40.00 X 357180 0 26590 ROBERT GLEASON TREASURER & CFO 40.00 X 307293 0 51304 DAVID LIN MD EXECUTIVE DIRECTOR 40.00 X 327663 0 18300 VICKI FINSON EXECUTIVE VICE PRESIDENT 40.00 X 291808 0 29484 IDOIA GIMFERRER ASHI MEDICAL DIRECTOR 40.00 X 270783 0 42343 MORTIZ STOLLA MEMBER, ASSISTANT 40.00 X 274402 0 25547 MARK DESTREE EXECUTIVE VICE PRESIDENT 40.00 X 252211 0 42010 SUE NIXON EXECUTIVE VICE PRESIDENT 40.00 X 264275 0 25203 AARON POSEY EXECUTIVE VICE PRESIDENT 40.00 X 265042 0 21852 CHRISTINE DONATELLI CHIEF QUALITY & COMPLIANCE OFFICER 40.00 X 252185 0 33952 VITALIANA CONFORTI GENERAL COUNSEL 40.00 X 263396 0 19392 MAXINE SELLERS SECRETARY 40.00 X 91748 0 14918 GENE FARRELL MBA BOARD TRUSTEE 1.00 X 6000 0 0 CHRISTINE HENNINGSGAARD BOARD TRUSTEE 1.00 X 6000 0 0 MOLLY FIRTH BOARD CHAIR 1.00 X X 4000 0 0 TREVOR GOOBY BOARD TRUSTEE 1.00 X 4000 0 0 KIRSTEN ARANDA SCHWAB MBA BOARD TRUSTEE 1.00 X 2000 0 0 SEAN W SIGMON BOARD VICE CHAIR 1.00 X X 0 0 0 MIHO DOUGHERTY MD MPH BOARD TRUSTEE 1.00 X 0 0 0 JOYCE JACKSON BOARD TRUSTEE 1.00 X 0 0 0 4806626 0 459322 139 0 1 0 MEDIA PLUS 160 ROY STREET SEATTLE WA 98109 MARKETING CONSULTANT 519321 DS CONNECT LLC 15122 SE 107TH STREET RENTON WA 98509 MARKETING CONSULTANT 481380 NORTHWEST LOSS PREVENTION INC 13300 BOTHELL EVERETT HIGHWAY SUIT MILL CREEK WA 98104 SECURITY SERVICES 473343 DEGREE 37 LLC 14594 NW TREE TOP LANE SEABECK WA 98380 CONSULTANTS 387990 IQVIA PO BOX 8500-784290 PHILADELPHIA PA 19178 RESEARCH/DATA SCIENCE 371532 31 10125278 840905 10966183 BLOOD AND LABORATORY SERVICE FEES 541900 115336157 115336157 BIOLOGICAL PRODUCT FEES 339110 12766187 12766187 RESEARCH REVENUE 541700 5277069 5277069 APHERESIS THERAPEUTIC FEES 541900 4393580 4393580 OTHER BLOOD BANK SERVICES 541900 2026480 2026480 2177056 2177056 141976529 1114575 1114575 1646683 985844 660839 660839 660839 3185325 82000 3516767 221283 -331442 -139283 -470725 -470725 154247401 141976529 0 1304689 178074 178074 431990 431990 4133507 2654950 1478557 65639826 55460056 9961602 218168 3646149 3113588 530474 2087 6853598 5760398 1071292 21908 5705978 4806588 881638 17752 300914 300914 145847 145847 112318 112318 3532868 2580397 951346 1125 3433804 3401112 22342 10350 4015118 1926911 2086035 2172 5258033 4390271 851633 16129 8072064 7463748 596790 11526 369840 313059 56781 284336 118247 166089 70260 30584 35687 3989 5737198 3291171 2440952 5075 1266857 1053365 209447 4045 DRUGS AND SUPPLIES 28694341 28694341 TRANSPORTATION 2493572 2094456 398842 274 150376492 127763306 22298586 314600 15800704 12400184 1732677 1376608 19529582 16926048 3102986 3139975 2326785 2541527 141425889 107199874 34400768 34226015 23043659 25790711 525000 525000 0 15790546 100462161 112716614 15552071 15510456 10000000 150663 0 16060953 25552071 31722072 X 70911160 76538172 3998930 4456370 74910090 80994542 100462161 112716614 X 3870909 2211129 2414 X 0 1 X 1 1 1 X 1671845 2127883 1055564 875217 10966183 16696692 204928770 188563455 180405501 132170114 141976531 848044371 174695 246583 68256 42466 0 532000 206775310 190937921 181529321 133087797 152942714 865273063 189870 912458 205704 273443 250117 1831592 3167558 3167558 189870 912458 205704 273443 3417675 4999150 860273913 2980178 2168237 2140210 2448967 2761258 12498850 2980178 2168237 2140210 2448967 2761258 12498850 209755488 193106158 183669531 135536764 155703972 877771913 0.98010 0.98440 0.01420 0.01370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 2579 0 0 2579 0 PART II-B, LINE 1: MEETINGS WITH STATE LEGISLATORS THROUGHOUT THE YEAR. 3192072 12000 359031 3563103 3372908 252677 -433513 3192072 3357519 12000 285917 282528 3372908 3342638 12000 250073 247192 3357519 3660095 14000 204975 536432 3342638 0.00000 1.00000 0.00000 0 0 1509887 1509887 61244539 41485136 19759403 9541324 6101439 3439885 58224155 51715596 6508559 10905984 7897703 3008281 34226015 RIGHT-OF-USE LEASED ASSETS 15790546 15790546 LEASE OBLIGATIONS 16060953 16060953 X 157334470 2211129 2211129 155123341 112318 -988258 -875940 154247401 151250018 985844 985844 150264174 112318 112318 150376492 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUND EARNINGS IS FOR MEDICAL RESEARCH AS WELL AS AN ANNUAL LECTURE SERIES. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AND HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. ANY UNRELATED BUSINESS INCOME GENERATED IS NOT SIGNIFICANT; THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. THE ORGANIZATION HAS ADOPTED ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ACCOUNTING STANDARDS PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR UNCERTAIN TAX POSITIONS. AS OF JUNE 30, 2023 AND 2022, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH RENTAL REVENUE -985,844. JOINT VENTURE INVESTMENT BOOK/TAX ADJUSTMENT -2,414. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH RENTAL REVENUE 985,844. 1 UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVE NE SEATTLE WA 981959472 916001537 PUBLIC UNIVERSITY 59053 0 MOLECULAR AND TRANSLATIONAL STUDIES IN HEMATOLOGIC DISORDERS UNIVERSITY OF WASHINGTON BOX 354966 SEATTLE WA 981954966 916001537 PUBLIC UNIVERSITY 32662 0 COMPREHENSIVE CHARACTERIZATION OF MISSENSE MUTANTS IN FACTOR IX UNIVERSITY OF WISCONSIN-MADISON 21 N PARK ST SUITE 6401 MADISON WI 537151218 396006492 PUBLIC UNIVERSITY 10755 0 COMPREHENSIVE CHARACTERIZATION OF MISSENSE MUTANTS IN FACTOR IX UNIVERSITY OF UTAH 30 N MEDICAL DR RM 2B200 SALT LAKE CITY UT 84132 876000525 PUBLIC UNIVERSITY 5200 0 VON WILLEBRAND FACTOR IN PREGNANCY (VIP) STUDY SWEDISH MEDICAL CENTER 747 BROADWAY SEATTLE WA 981224307 910433740 501(C)3 32614 0 COLD-STORED PLATELETS TO TREAT BLEEDING IN CARDIAC SURGERY PATIENTS BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 770303411 741613878 501(C)3 29989 0 WILLIBRAND FACTOR IN TRAUMATIC BRAIN INJURY WA INSTITUTE FOR COAGULATION 701 PIKE ST SUITE 1900 SEATTLE WA 98101 832302258 501(C)3 7800 0 VON WILLIBRAND FACOTR IN PREGNANCY (VIP) STUDY 7 0 RESEARCH PARTICIPANTS FOR BLOOD STUDIES 785 431990 PART I, LINE 2: MONITORING/REVIEW/PROCEDURES: PRIOR TO ISSUING A SUBAWARD, BLOODWORKS REVIEWS THE ENTITY ON WWW.SAM.GOV FOR DEBARMENT OR SUSPENSION FROM RECEIVING FEDERAL FUNDS AND CONFIRMS THE CCR STANDING OF THE ENTITY. GRANT AND CONTRACTS SPECIALIST REVIEWS THIS INFORMATION ANNUALLY. IN ADDITION, BLOODWORKS RECEIVES AND REVIEWS THE ANNUAL OMB SINGLE AUDIT FOR OUR SUBRECIPIENTS AND ADDRESSES ANY FINDINGS FROM THE AUDIT. THE SUBAWARD IDENTIFIES THE MAXIMUM AMOUNT OF AWARD AND BLOODWORKS STAFF VERIFIES THAT THE PAYMENTS DO NOT EXCEED THIS AMOUNT. SUBRECIPIENTS ARE SELECTED BASED ON THE NEEDS OF THE AWARD AND WHICH ORGANIZATION IS ABLE TO BEST PARTNER WITH THE PRINCIPAL INVESTIGATOR. X X X X 0 0 0 0 0 0 0 1 0 CURT BAILEY PRESIDENT & CEO 648307 0 152366 0 8426 0 12200 0 25812 0 847111 0 0 0 JOSE LOPEZ MD CHIEF SCIENTIFIC OFFICER 372230 0 19143 0 1588 0 27450 0 8866 0 429277 0 0 0 THERESA NESTER MD CO-CHIEF MEDICAL OFFICER MED SVCS 316839 0 47261 0 480 0 27450 0 6649 0 398679 0 0 0 KIRSTEN ALCORN MD CO-CHIEF MEDICAL OFFICER MED SVCS 312624 0 44281 0 275 0 18300 0 8290 0 383770 0 0 0 ROBERT GLEASON TREASURER & CFO 290149 0 16364 0 780 0 27450 0 23854 0 358597 0 0 0 DAVID LIN MD EXECUTIVE DIRECTOR 303225 0 23958 0 480 0 18300 0 0 0 345963 0 0 0 VICKI FINSON EXECUTIVE VICE PRESIDENT 243303 0 47725 0 780 0 11844 0 17640 0 321292 0 0 0 IDOIA GIMFERRER ASHI MEDICAL DIRECTOR 270276 0 0 0 507 0 17047 0 25296 0 313126 0 0 0 MORTIZ STOLLA MEMBER, ASSISTANT 273922 0 0 0 480 0 16681 0 8866 0 299949 0 0 0 MARK DESTREE EXECUTIVE VICE PRESIDENT 218165 0 34046 0 0 0 24029 0 17981 0 294221 0 0 0 SUE NIXON EXECUTIVE VICE PRESIDENT 250215 0 13280 0 780 0 15867 0 9336 0 289478 0 0 0 AARON POSEY EXECUTIVE VICE PRESIDENT 237785 0 26777 0 480 0 12986 0 8866 0 286894 0 0 0 CHRISTINE DONATELLI CHIEF QUALITY & COMPLIANCE OFFICER 237607 0 13798 0 780 0 15971 0 17981 0 286137 0 0 0 VITALIANA CONFORTI GENERAL COUNSEL 250206 0 12410 0 780 0 10526 0 8866 0 282788 0 0 0 PART I, LINE 7 THE BOARD DETERMINES ACHIEVEMENT AND APPROPRIATE PAYMENT FOR BONUSES DUE THE CEO, AS SPECIFIED IN HIS CONTRACT. ALL OTHER EMPLOYEE BONUSES, WHERE APPLICABLE, ARE STRUCTURED AND PAID BASED ON MANAGEMENT DETERMINATION OF ELIGIBILITY AND ACHIEVEMENT OF STATED GOALS. THE BOARD OF TRUSTEES COMPENSATION AND TALENT COMMITTEE PROVIDES OVERSIGHT AND GUIDANCE TO THE CEO IN HIS ADMINISTRATION OF EXECUTIVE TEAM INCENTIVE BONUSES. HUMAN RESOURCES REVIEWS AND MAINTAINS EMPLOYMENT AGREEMENTS (CEO) AND OFFER LETTERS (AT-WILL EMPLOYEES - ALL EXCEPT THE CEO). FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED DURING THE TAX YEAR TO INCREASE THE MAXIMUM NUMBER OF BOARD MEMBERS FROM ELEVEN TO THIRTEEN. BOARD TERM ELIGIBILITY WAS UPDATED TO CLARIFY THAT BOARD MEMBERS CAN BE ELIGIBLE FOR NINE CONSECUTIVE YEARS OF SERVICE AND ARE ABLE TO BE REELECTED AFTER A ONE YEAR OF ABSENCE FROM THE BOARD. NOMINATIONS FOR THE POSITIONS OF CHAIR OR VICE CHAIR ARE NO LONGER REQUIRED TO BE DECLARED IN WRITING BY THE NOMINATED CANDIDATE AT LEAST SEVEN DAYS PRIOR TO THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B INTERNALLY, DATA FOR THE FORM 990 IS PREPARED BY THE ACCOUNTING DEPARTMENT AND REVIEWED BY THE CONTROLLER AND THE CHIEF FINANCIAL OFFICER. THE FORM 990 IS THEN PREPARED BY OUR CPA FIRM. IN ADDITION TO INTERNAL REVIEW, THE DRAFT FORM 990 IS PROVIDED TO MEMBERS OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C BLOODWORKS HAS ALL HUMAN RESOURCE POLICIES (INCLUDING CONFLICT OF INTEREST) ONLINE AND ACCESSIBLE. ANY CHANGES ARE HIGHLIGHTED AND SENT TO ALL EMPLOYEES. UPON HIRE AND UPON MAJOR POLICY CHANGES, EMPLOYEE SIGNS ACKNOWLEDGEMENT FORM TO EVIDENCE THAT THEY ARE RESPONSIBLE TO READ AND BECOME ACQUAINTED WITH THE POLICIES. ANNUALLY BOARD MEMBERS MUST SIGN A FORM AND DISCLOSE CONFLICTS OF INTEREST. THESE ARE REVIEWED BY THE BOARD CHAIR AND PRESIDENT. IF A CONFLICT OF INTEREST EXISTS, AN INTERESTED PERSON MAY MAKE A PRESENTATION, BUT MUST LEAVE THE MEETING DURING ANY DISCUSSION OF THE MATTER. THE CHAIRPERSON MAY, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES. THE BOARD OR COMMITTEE SHALL EXERCISE DUE DILIGENCE TO DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT DOES NOT CREATE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS AND APPROVES THE PRESIDENT'S COMPENSATION BASED ON RESEARCH OF OTHER COMPARABLE ORGANIZATIONS AND INDUSTRY STANDARDS PERFORMED BY A COMPENSATION CONSULTING FIRM. IN 2023, AN OUTSIDE CONSULTING FIRM PROVIDED TRENDS IN BOTH PERFORMANCE INCREASES AND BONUSES FOR CEOS. THE BOARD USED THIS INFORMATION IN THE PRESIDENT'S COMPENSATION REVIEW. KEY EMPLOYEE AND OFFICER SALARIES ARE REVIEWED AGAINST MARKET DATA WITH CONSIDERATION OF INTERNAL EQUITY. MARKET DATA INCLUDES ANNUAL SURVEY FROM INDUSTRY ASSOCIATION AND COMPARISON TO ADDITIONAL REGIONAL AND NATIONAL MARKET DATA APPROXIMATELY EVERY TWO TO THREE YEARS. IN ADDITION, MEDICAL STAFF SALARIES ARE REVIEWED AGAINST UNIVERSITY RANGES FOR PHYSICIANS OF LIKE SPECIALTIES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. BLOODWORKS HAS ALL HUMAN RESOURCE POLICIES (INCLUDING CONFLICT OF INTEREST) ONLINE AND ACCESSIBLE. FORM 990, PART XI, LINE 9: BOOK/TAX DIFFERENCE 2,414. THE ALLIANCE FOR COMMUNITY TRANSFUSION SERVICES LLC 2205 HIGHWAY 121 BEDFORD TX 76021 454624346 SUPPORTING ORGANIZATION TX 501(C)(3) LINE 12B, II N/A 0 CHARITABLE REMAINDER TRUST (1) CHARITABLE TRUST WA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0