2024-10-29T20:21:53+00:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2323 VICTORY AVENUE DALLAS TX 75219 990 2023-01-01 251562715 Vitalant Foundation VITA 4122097192 875 GREENTREE ROAD PARKWAY CENTER 5 PITTSBURGH PA 15220 Maureen Musselman Chief Financial Officer 4806755600 2024-10-30 true true Patrick Shields P01508556 2149698000 2024-10-30 2023 2024-10-15 13:58:12Z MARK J GIAQUINTO 875 GREENTREE ROAD PARKWAY CENTER 5 PITTSBURGH PA 15220 40571776 false X HTTPS://VITALANT.ORG/SUPPORT-US/VITALANT-FOUNDATION X 1987 PA VITALANT FOUNDATION SECURES AND STEWARDS CHARITABLE GIFTS TO SUPPORT VITALANT'S MISSION TO UNITE BLOOD AND BIOLOGICS DONORS, TALENT AND INNOVATION TO SAVE AND IMPROVE LIVES. 10 10 0 0 0 0 1377844 953620 0 0 1451732 20933 0 0 2829576 974553 3474822 14347997 0 0 0 0 0 0 580101 2194546 1734239 5669368 16082236 -2839792 -15107683 45366321 35807176 915312 334295 44451009 35472881 VITALANT FOUNDATIION SECURES AND STEWARDS CHARITABLE GIFTS TO SUPPORT VITALANT'S MISSION TO UNITE BLOOD AND BIOLOGICS DONORS, TALENT AND INNOVATION TO SAVE AND IMPROVE LIVES. false false 14347997 14347997 0 VITALANT FOUNDATION PROVIDES FUNDING TO VITALANT TO SUPPORT THE MISSION OF THE ORGANIZATION. 14347997 true true false false false false false false false false true false false true true false true false false true false false false false false false true false true false false false false false false false false true false false false false true true false false false true 0 0 0 false false false false false false false false false false false false X 10 10 false false false false true true true true true false false true true true true true true false false false CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM OR PA RI SC TN UT VA AR WV WI X MARK J GIAQUINTO 4122097302 875 GREENTREE ROAD PARKWAY CENTER PITTSBURGH PA 15220 ROGER OXENDALE DIRECTOR & CHAIR 1.0 0.0 X X 0 0 0 CHARLES BRACKEN DIRECTOR 1.0 0.0 X 0 0 0 GORDON SMITH DIRECTOR 1.0 0.0 X 0 0 0 JAMES COVERT DIRECTOR 1.0 0.0 X 0 0 0 JAMES T SCHRAITH DIRECTOR 1.0 4.0 X 0 71750 0 JUDY MURTHA DIRECTOR 1.0 0.0 X 0 0 0 NANCY ANGUS DIRECTOR 1.0 0.0 X 0 0 0 ROBERT OSTROWSKI DIRECTOR 1.0 0.0 X 0 0 0 RUSS YORK DIRECTOR 1.0 0.0 X 0 0 0 SUNNY CHICO DIRECTOR 1.0 2.0 X 0 46250 0 BHAVI SHAH SECRETARY & GENERAL COUNSEL 1.0 54.0 X 0 593404 70723 MARK GIAQUINTO PRESIDENT & TREASURER 40.0 0.0 X 0 587435 59224 MAUREEN MUSSELMAN Chief Financial Officer 1.0 54.0 X 0 545429 47317 0 1844268 177264 0 false true false 0 953620 300935 953620 0 0 0 0 0 864368 864368 0 0 38753788 39597223 -843435 0 -843435 -843435 0 0 0 0 0 974553 0 0 20933 14347997 14347997 0 0 1131972 0 592751 539221 1250 0 1250 0 70334 0 70334 0 29790 0 8965 20825 12803 0 12803 0 7716 0 3697 4019 15800 0 15800 0 18707 0 15148 3559 277 0 0 277 Overhead Allocated by Parent 424401 0 424401 0 Miscellaneous 21189 0 8989 12200 0 0 0 0 16082236 14347997 1154138 580101 753951 173536 295540 296086 201500 0 0 0 0 0 0 0 0 33800253 31542014 10516577 3594040 0 0 0 45366321 35807176 402627 39615 0 0 512685 294680 915312 334295 X 48060 -20543 44402949 35493424 44451009 35472881 45366321 35807176 X -15107683 4414078 1715477 X false true X true false X 300566 185439 187677 1377844 953620 3005146 0 0 300566 185439 187677 1377844 953620 3005146 128291 2876855 1179530 1066514 1774889 873782 864368 5759083 0 0 0 0 0 0 0 8764229 0 0.3282 0.2483 X Schedule A, Part II, Line 17a 10%-facts-and-circumstances test VITALANT FOUNDATION DID NOT RECEIVE ONE THIRD OF ITS SUPPORT FROM THE GENERAL PUBLIC COMPUTED AS PRESCRIBED BY TREASURY REGULATION 1.170A-9(F)(2). DESPITE NOT MEETING THE MECHANICAL COMPUTATION TEST FOR DESIGNATION AS A PUBLICLY SUPPORTED ORGANIZATION, VITALANT FOUNDATION DOES MEET THE DEFINITION OF A PUBLICLY SUPPORTED ORGANIZATION PURSUANT TO THE "FACTS AND CIRCUMSTANCES TEST" AS SET FORTH IN TREASURY REGULATION 1.170A-9(F)(3) AS FOLLOWS: I. TEN-PERCENT SUPPORT LIMITATION EXCEPT FOR 2021 DUE TO THE PANDEMIC, VITALANT FOUNDATION CONSISTENTLY RECEIVED MORE THAN 10% OF ITS SUPPORT FROM THE PUBLIC AS DOCUMENTED IN THE PUBLIC SUPPORT AND TOTAL SUPPORT SCHEDULES OF THE FORM 990, SCHEDULE A. VITALANT FOUNDATION DID NOT SOLICIT THE PUBLIC FOR MONETARY SUPPORT UNTIL 2017. FROM 2017-2021, THE FOUNDATION ONLY SOLICITED IN ILLINOIS AND PENNSYLVANIA. IN 2022, THE FOUNDATION BEGAN TO SOLICIT FUNDS FOR ITS NEW PARENT, VITALANT WHICH OPERATES IN 28 STATES. THE FOUNDATION NOW SOLICIT FUNDS IN ALL 50 STATES AND THE DISTRICT OF COLUMBIA. AS CAN BE SEEN IN THE SCHEDULES, THE PUBLIC SUPPORT PERCENTAGE FOR 2023 FAR EXCEEDED THE ONE THIRD SUPPORT CRITERIA. II. ATTRACTION OF PUBLIC SUPPORT SOURCES OF SUPPORT VITALANT FOUNDATION HAS HAD AN INCREASE IN DONORS OVER THE PAST FEW YEARS. AS A RESULT OF THE FOUNDATION'S CAMPAIGNS, MORE PEOPLE CONTRIBUTED TO VITALANT. WITH THE MUCH LARGER FOOTPRINT THAN PRIOR TO 2022, THE FOUNDATION DEVELOPED FUNDRAISING STRATEGIES TO TARGET CERTAIN REGIONS IN THE UNITED STATES. VITALANT FOUNDATION NOW HAS FOUR DIRECTORS OF DEVELOPMENT TO SOLICIT FUNDS ACROSS THE COUNTRY. III. IN ADDITION TO THE REQUIREMENTS SET FORTH IN SECTION (F)(3)(I) AND (F)(3)(II), ALL PERTINENT FACTS AND CIRCUMSTANCES WILL BE TAKEN INTO CONSIDERATION IN DETERMINING WHETHER AN ORGANIZATION IS "PUBLICLY SUPPORTED". AN ORGANIZATION IS NOT GENERALLY REQUIRED TO SATISFY ALL THE FACTORS IN PARAGRAPHS (F)(3)(III)(A) THROUGH (F)(3)(III)(E) BUT THE FACTORS ARE RELEVANT TO EACH CASE DEPENDING UPON THE NATURE AND PURPOSE OF THE ORGANIZATION AND THE LENGTH OF TIME IT HAS BEEN IN EXISTENCE. A. PERCENTAGE OF FINANCIAL SUPPORT SCHEDULE A, PART II INDICATES THE VITALANT FOUNDATION PUBLIC SUPPORT PERCENTAGE IS 32.82% AS OF DECEMBER 31, 2023. ONE OF THE CONTRIBUTING FACTORS TO NOT MEETING THE PUBLIC SUPPORT PERCENTAGE OF 33.33% IS THE HIGH INVESTMENT EARNINGS IN THE FOUNDATION'S EARLIER YEARS. THE HIRING OF MORE FUNDRAISERS, EACH OF WHOM HAVING MORE THAN 20 YEARS OF FUNDRAISING EXPERIENCE LED TO THE DRAMATIC INCREASE IN SUPPORT IN 2023. THE PERCENTAGE IS EXPECTED TO CONTINUE TO INCREASE AS THEY INCREASE THEIR VISIBILITY IN THEIR COMMUNITIES. B. SOURCES OF SUPPORT VITALANT FOUNDATION HAS SHOWN INCREASED SUPPORT FROM FOUNDATIONS, CORPORATIONS AND INDIVIDUALS SINCE STARTING TO FUNDRAISE IN 2017. THE FOUNDATION CONTINUES TO RECEIVE SUPPORT FROM KEY COMMUNITY ORGANIZATIONS IN PITTSBURGH. OTHER SUPPORT FROM THE EXPANDED FOOTPRINT INCLUDES ARIZONA/PHOENIX PROFESSIONAL SPORT TEAMS, CALIFORNIA-BASED ORGANIZATIONS, AND NUMEROUS COMMUNITY FUNDS. VITALANT FOUNDATION'S MISSION IS TO SECURE AND STEWARD CHARITABLE GIFTS TO SUPPORT VITALANT'S MISSION TO UNITE BLOOD AND BIOLOGICS DONORS, TALENT, AND INNOVATION TO SAVE AND IMPROVE LIVES. THIS SUPPORT COVERS THE ENTIRE BLOOD DONATION AND TRANSFUSION ECOSYSTEM, INCLUDING DONOR CENTERS, CAPITAL NEEDS, CLINICAL SERVICES AND RESEARCH. VITALANT FOUNDATION PROVIDES SUPPORT TO VITALANT, THE NATION'S LARGEST, INDEPENDENT BLOOD SERVICES PROVIDER EXCLUSIVELY FOCUSED ON PROVIDING LIFESAVING BLOOD AND COMPREHENSIVE TRANSFUSION MEDICINE SERVICES FOR APPROXIMATELY 900 HOSPITALS AND THEIR PATIENTS ACROSS THE COUNTRY. EVERYDAY VITALANT NEEDS TO COLLECT 5,500 BLOOD AND PLATELET DONATIONS TO HELP SAVE LIVES IN THE 28 STATES IN WHICH IT OPERATES. VITALANT FOUNDATION'S IMPACT IS NATIONWIDE. C. REPRESENTATIVE GOVERNING BODY SINCE BEGINNING FUNDRAISING IN EARLY 2017, THE BOARD HAS AND CONTINUES TO DIVERSIFY TO MORE CLOSELY ALIGN WITH THE COMMUNITIES IT SERVES. IN 2023, THE BOARD AND ITS INVESTMENT COMMITTEE ARE 40% FEMALE AND COMPRISED OF COMMUNITY LEADERS FROM ILLINOIS, PENNSYLVANIA, NORTH CAROLINA, COLORADO, CALIFORNIA AND FLORIDA. INDUSTRIES REPRESENTED INCLUDE HEALTHCARE, BANKING, FINANCIAL INSTITUTIONS, INSURANCE, SOLE PROPRIETORS, NOT-FOR-PROFIT EXECUTIVES AND RETIRED FORMER EXECUTIVES. FURTHER DIVERSIFICATION WILL OCCUR AS THE BOARD SIZE GROWS TO ITS MAXIMUM MEMBERSHIP OF 21 AS THE FUNDRAISING GEOGRAPHY EXPANDS AND CURRENT BOARD MEMBERS' TERMS EXPIRE. D. AVAILABILITY OF PUBLIC SERVICES AS NOTED EARLIER, VITALANT FOUNDATION'S MISSION IS TO SUPPORT VITALANT'S LIFESAVING MISSION WITH PHILANTHROPIC FUNDS. AS THE FOUNDATION NOW SOLICITS IN ALL 50 STATES AND WASHINGTON D.C., ITS REACH IS NATIONAL. E. MEMBERSHIP ORGANIZATIONS - DOES NOT APPLY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED ALTERNATIVE INVESTMENTS 3594040 C 3594040 OTHER LONG-TERM LIABILITIES 294680 294680 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE VITALANT FOUNDATION WAS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF VITALANT. AT DECEMBER 31, 2023, THE COMPANY EVALUATED WHETHER IT HAD UNCERTAIN TAX POSITIONS THAT SHOULD BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING THOSE TAX POSITIONS THAT WOULD NOT BE SUSTAINED UPON EXAMINATION IN ACCORDANCE WITH GUIDANCE RELATED TO ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE TAX YEARS FOR THE COMPANY THAT ARE SUBJECT TO AUDIT BY THE IRS AND STATE DEPARTMENTS OF REVENUE ARE GENERALLY THE TAX YEARS ENDED DECEMBER 31, 2019, THROUGH THE CURRENT TAX YEAR, EXCEPT IN CERTAIN STATES WHERE THE OPEN TAX YEARS GENERALLY BEGIN WITH THE TAX YEAR ENDED DECEMBER 31, 2018. AS OF DECEMBER 31, 2023, THE COMPANY HAS NOT IDENTIFIED ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF A TAX LIABILITY. THE COMPANY DOES NOT ANTICIPATE A CHANGE IN UNCERTAIN TAX POSITIONS FOR THE 12 MONTHS FOLLOWING THE YEAR ENDED DECEMBER 31, 2023. AS OF DECEMBER 31, 2023, THE COMPANY HAD NO INTEREST OR PENALTIES WHICH QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. Europe (Including Iceland and Greenland) 0 0 Investments 3392470 0 0 0 0 0 0 3392470 0 3392470 false false true false true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual true VITALANT 9305 E VIA DE VENTURA SCOTTSDALE AZ 85258 860098929 501(C)(3) 13963875 300935 FMV BLOOD DONOR ITEMS OPERATIONAL SUPPORT 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ALL GRANTS OVER $5,000 TO DOMESTIC ORGANIZATIONS WERE MADE TO VITALANT FOUNDATION'S PARENT ORGANIZATION, VITALANT. DOCUMENTATION SUBSTANTIATING THE AMOUNTS AND PURPOSES OF THE GRANTS IS RETAINED INTERNALLY. false true false false false false false false false MARK GIAQUINTO PRESIDENT & TREASURER 0 366173 0 1000 0 220262 0 18876 0 40348 0 646659 0 218005 BHAVI SHAH SECRETARY & GENERAL COUNSEL 0 508595 0 73365 0 11444 0 22500 0 48223 0 664127 0 0 MAUREEN MUSSELMAN Chief Financial Officer 0 464604 0 66236 0 14589 0 26629 0 20688 0 592746 0 1944 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation ALL COMPENSATION IS DETERMINED AND PAID BY VITALANT, A RELATED TAX -EXEMPT ORGANIZATION. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan CERTAIN INDIVIDUALS PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE FOLLOWING INDIVIDUALS EXPERIENCED A TAXABLE VESTING EVENT DURING THE YEAR AS FOLLOWS. THESE AMOUNTS WERE INCLUDED IN COLUMN (B)(III) AS TAXABLE WAGES. ANY PORTION OF THE DISTRIBUTION THAT WAS PREVIOUSLY REPORTED ON A PRIOR 990 AS DEFERRED HAS BEEN REPORTED IN COLUMN (F). MAUREEN MUSSELMAN - $1,944 Schedule J, Part I, Line 7 NON-FIXED PAYMENTS VITALANT HAS AN INCENTIVE PLAN FOR MANAGEMENT AND EXECUTIVES. AWARDS UNDER THE PROGRAM ARE AT THE DISCRETION OF THE BOARD OF TRUSTEES. THE PLAN MEASURES PERFORMANCE AGAINST MULTIPLE METRICS WHICH CARRY VARIOUS WEIGHTINGS, THE MOST HEAVILY WEIGHTED BEING QUALITY, SAFETY AND CUSTOMER SERVICE. TO ASSURE FINANCIAL STABILITY OF THE COMPANY, ONE OF THE METRICS IS ALSO A MEASUREMENT OF NET MARGIN, FINANCIAL PERFORMANCE AS A PERCENT OF REVENUES. X BLOOD DONOR ITEMS 50 300935 Market value false true false Schedule M, Part I Explanations of reporting method for number of contributions Other - BLOOD DONOR ITEMS - NUMBER OF CONTRIBUTORS IS REPORTED IN COL B Form 990, Part VI, Line 6 Classes of members or stockholders VITALANT IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body VITALANT, AS THE ORGANIZATION'S SOLE MEMBER, HAS THE POWER TO APPOINT AND APPROVE THE MEMBERS OF THE GOVERNING BODY. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders VITALANT, AS THE ORGANIZATION'S SOLE MEMBER, HAS NUMEROUS RESERVED POWERS REGARDING THE FOUNDATIONS GOVERNANCE AND OPERATIONS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE 990 IS COMPLETED BY MANAGEMENT AND IS REVIEWED BY AN EXTERNAL, INDEPENDENT ACCOUNTING FIRM. THE 990 HAS BEEN REVIEWED BY THE PARENT'S EXECUTIVE LEADERSHIP AND A COPY HAS BEEN SENT TO VITALANT'S BOARD, AS THE SURVIVING ENTITY FROM THE MERGER, FOR THEIR REVIEW PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy Each year, the board of directors and senior management are required to sign and return a conflict of interest form to company counsel. Any conflicts disclosed are discussed in executive session with Vitalant's Board and Audit, Quality, Compliance, & Risk Committee and resolved. In addition, in preparation for the Form 990 filing, the directors and officers are required to respond to a comprehensive conflict of interest and family relationship questionnaire. Any conflicts are discussed with Vitalant's Board and Audit, Quality, Compliance, & Risk Committee and disclosed appropriately on the Form 990. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances EQUITY TRANSFER FROM PARENT - 1715477; VITALANT 9305 E VIA DE VENTURA SCOTTSDALE AZ 85258 860098929 BLOOD BANK AZ 501(c)(3) 10 NA false HEMOPHILIA CENTER OF WESTERN PA 875 GREENTREE RD 5 PARKWAY CENTER PITTSBURGH PA 15220 251562716 hemophilia treatment center PA 501(c)(3) 3 VITALANT true CANYON STATE INSURANCE COMPANY PO BOX 1085 113 S CHURCH ST GRAND CAYMAN GRAND CAYMAN CJ KY11102 941084327 CAPTIVE INSURANCE CJ NA C Corporation true false true true false false false false false true false true true true true true true true true false