2026-02-11T11:35:29+00:00 2025-03-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2024-04-01 311721750 Oklahoma Blood Institute Foundation OKLA 4052975700 1001 N Lincoln Blvd Oklahoma City OK 731043251 RANDALL STARK CFO/TREASURER 2026-02-11 true Andrew Gray P01517705 9727028262 2026-02-16 2024 2025-03-06 01:10:19Z JOHN B ARMITAGE MD 1001 N Lincoln Blvd Oklahoma City OK 731043251 2108171 false X N/A X 2005 OK TO SUPPORT MISSION-RELATED ACTIVITIES, SERVICES, AND PROGRAMS OF THE OKLAHOMA BLOOD INSTITUTE ("OBI"). 6 3 0 8 0 0 500 0 0 211405 2107671 0 0 211405 2108171 1000000 1872180 0 0 0 0 0 0 38132 37893 1038132 1910073 -826727 198098 6122485 4952864 0 250000 6122485 4702864 OKALHOMA BLOOD INSTITUTE FOUNDATION (FOUNDATION) WAS FORMED EXCLUSIVELY TO SUPPORT MISSION-RELATED ACTIVITIES, SERVICES, AND PROGRAMS OF THE OKLAHOMA BLOOD INSTITUTE (AN OKLAHOMA NONPROFIT CORPORATION). false false 1750000 1750000 FUNDS ARE TO FUND DONABLE OPERATIONS TO ALLOW THE CORE BUSINESS TO INVEST IN THE CRITICAL AREAS OF DONOR RECRUITMENT AND RETENTION. THIS GRANT WILL SUPPORT FOUR KEY AREAS: OBI PRODUCTION, SOFTWARE PERFORMANCE AND FEATURES, US AND GLOBAL EXPANSION AND BUSINESS ADMINISTRATION INFRASTRUCTURE. THE ANTICIPATED PRODUCTION FROM THE GRANT INCLUDES 4,335 ADDITIONAL DONATIONS FOR OBI AND THREE ADDITIONAL BLOOD CENTER PARTNER AGREEMENTS PRODUCING ADDITIONAL REVENUE FROM SOFTWARE FEES. 90000 90000 A ONE-YEAR TUITION REIMBURSEMENT FOR OKLAHOMA CITY UNIVERSITY MBA COHORT 0F 18 EMPLOYEES. THIS PROGRAM WILL ASSIST WITH FUTURE LEADERSHIP DEVELOPMENT AND STAFF RETENTION. PARTICIPANTS AGREE TO A THREE-YEAR RETENTION PERIOD. 32180 32180 THIS GRANT IS FOR THE PUBLICATION OF DR. DON RHINEHART'S BIOGRAPHY WHICH WILL BE WRITTEN BY BOB BURKE. THIS IS AN OPPORTUNITY TO HIGHLIGHT OBI'S CONTRIBUTIONS AS PART OF DR. RHINEHART'S LEGACY. 1872180 true false false false false false false false false true false false false true false true false true false false false false false false false false false true false true false false false false false false false false false false false false false false false true false false false false true 0 0 0 false false false false false false false false false false false false X 6 3 false false false false true true true true true false false false true true true true true true false false false false OK X RANDALL STARK 4052975509 1001 N LINCOLN BLVD OKLAHOMA CITY OK 731043251 John B Armitage MD President & CEO 4.0 55.0 X X 0 830992 79913 Randall G Stark Treasurer & CFO 4.0 55.0 X X 0 310664 50121 Richard Boatsman MD Chairman 2.0 4.0 X X 0 0 0 David R Carpenter Director 1.0 4.0 X 0 0 0 Gary L Patzkowsky DO Director 1.0 1.0 X 0 0 0 Larry Bookman MD Director 1.0 4.0 X 0 12000 0 0 1153656 130034 0 false true false 0 500 500 0 0 0 0 0 101179 101179 0 0 2006492 2006492 0 2006492 2006492 0 0 0 0 0 2108171 0 0 2107671 1872180 1872180 37893 37893 0 0 0 0 0 0 0 0 1910073 1872180 37893 0 8469 8971 0 0 0 0 0 0 0 0 0 0 6114016 4943893 6122485 4952864 0 250000 0 0 0 0 0 250000 X 3840833 2353800 2281652 2349064 6122485 4702864 6122485 4952864 198098 -1617719 0 X false true true false X X 1 OKLAHOMA BLOOD INSTITUTE 731008735 9 true 1872180 0 1 1872180 0 true false false false false false false false false false false false false false false false Schedule A, Part IV, Section C, Line 1 Majority director detail OBI HOLDING COMPANY, THE SOLE CORPORATE MEMBER OF BOTH THE FOUNDATION AND Oklahoma Blood Institute, APPOINTS THE BOARD MEMBERS OF EACH ORGANIZATION. OFFICERS ALSO OVERLAP FOR EACH ORGANIZATION. THUS, CONTROL WAS VESTED IN THE SAME PERSONS. 2281652 172025 90000 14615 2349062 1966738 325830 10916 2281652 2167128 -188601 11789 1966738 2113959 64989 11820 2167128 1635499 489496 11036 2113959 0.1012 0.3245 0.5743 true false Funds Held By Community Foundation 4943893 4943893 0 X 473262 -1617719 500 0 -1617219 2090481 17190 0 17190 2107671 1892883 0 0 1892883 17190 0 17190 1910073 Schedule D, Part V, Line 4 Intended uses of endowment funds DURING FISCAL YEAR ENDING MARCH 31, 2006, THE INITIAL FUNDING OF A $762,279 RESEARCH ENDOWMENT WAS CONTRIBUTED TO THE FOUNDATION. THE FOUNDATION'S ASSETS ARE INVESTED IN A SPENDABLE ACCOUNT WITH THE OKLAHOMA CITY COMMUNITY FOUNDATION ("OCCF"). THE ENDOWMENT ASSETS ARE DONOR-RESTRICTED AND ARE HELD IN CERTIFICATE OF DEPOSITS AND MONEY MARKET ACCOUNTS. DURING 2006, THE RESEARCH ENDOWMENT FUND HELD BY THE FOUNDATION WAS DESIGNATED BY THE ORIGINAL DONOR TO HAVE THE PRINCIPAL DONATION INVESTED AND HELD IN PERPETUITY, WITH INTEREST FUNDING RESEARCH TO IMPROVE THE QUALITY AND SAFETY OF BLOOD PRODUCTS. THE BOARD OF DIRECTORS OF THE FOUNDATION HAS DESIGNATED $237,721 OF UNRESTRICTED NET ASSETS TO BE HELD FOR ADDITIONAL RESEARCH FUNDING TO IMPROVE THE QUALITY AND SAFETY OF BLOOD PRODUCTS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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. true Oklahoma Blood Institute 1001 NORTH LINCOLN BLVD OKLAHOMA CITY TX 73104 731008735 501(c)(3) 1872180 PROGRAM SUPPORT 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds The foundation is formed exclusively to support mission-related activities, services, and programs of Oklahoma Blood Institute. All money transferred to OBI is monitored at the entity level. false true false false false false false false false John B Armitage MD President & CEO 0 743992 0 81000 0 6000 0 49200 0 30713 0 910905 0 0 Randall G Stark Treasurer & CFO 0 300164 0 10500 0 0 0 24900 0 25221 0 360785 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE COMPENSATION OF THE CEO OF OBI IS DETERMINED and documented BY THE EXECUTIVE COMMITTEE OF THE Independent BOARD OF DIRECTORS OF OBI, A RELATED ORGANIZATION, Comprised of 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 990 AND INDUSTRY SALARY SURVEYS. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan OKLAHOMA BLOOD INSTITUTE, A RELATED ORGANIZATION, PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR CERTAIN EXECUTIVES. THE FOLLOWING INDIVIDUALS PARTICIPATE IN THIS PLAN: JOHN ARMITAGE, MD; RANDALL STARK. NO PAYMENTS OR DEFERRALS WERE MADE TO THE PLAN IN 2024 FOR THE TWO INDIVIDUALS. Form 990, Part VI, Line 1a Delegate broad authority to a committee The board of directors may delegate to the Executive Committee authority to exercise all of the powers of the Board. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF THE FOUNDATION IS OBI HOLDING COMPANY. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE SOLE MEMBER SHALL VOTE, FURNISH ANY NECESSARY CONSENT OR APPROVAL, OR TAKE OTHER ACTION ON ANY ISSUE THAT MAY PROPERLY BE PRESENTED TO THE MEMBER. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE FOLLOWING MATTERS MUST RECEIVE APPROVAL OF THE SOLE MEMBER: -THE AMENDMENT, RESTATEMENT OR REPEAL OF THE CERTIFICATE OF INCORPORATION OF THE FOUNDATION -THE ELECTION OF THE DIRECTORS OF THE FOUNDATION -THE ELECTION OF THE PRESIDENT OF THE FOUNDATION -THE MERGER, CONSOLIDATION OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE FOUNDATION -A MATERIAL CHANGE IN THE PURPOSES FOR WHICH THE FOUNDATION WAS FORMED -THE FILING OF A VOLUNTARY PETITION UNDER ANY LAW HAVING FOR ITS PURPOSE THE ADJUDICATION OF THE FOUNDATION AS BANKRUPT OR INSOLVENT OR THE TAKING OF ANY ACTION WITH RESPECT TO THE REORGANIZATION OR LIQUIDATION OF THE FOUNDATION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FOUNDATION HAS THE ANNUAL IRS FORM 990 REVIEWED BY THE OFFICERS AND THE BOARD OF DIRECTORS PRIOR TO FILING. THE ORGANIZATION'S OFFICERS RECEIVE A COPY OF THE 990 TO REVIEW KEY SECTIONS ON GOVERNANCE, POLICIES, COMPENSATION AND PROGRAM EXPENSES. Form 990, Part VI, Line 12c Conflict of interest policy THE FOUNDATION FOLLOWS OBI'S CONFLICT OF INTEREST POLICY. THE 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 IS 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. Form 990, Part VI, Line 19 Required documents available to the public COPIES OF THE ORGANIZATION'S FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CONFLICT OF INTEREST, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. OBI HOLDING COMPANY 1001 NORTH LINCOLN BLVD OKLAHOMA CITY OK 73104 731386765 HOLDING COMPANY OK 501(c)(3) Type II NA false OKLAHOMA BLOOD INSTITUTE 1001 NORTH LINCOLN BLVD OKLAHOMA CITY OK 73104 731008735 BLOOD CENTER OK 501(c)(3) 10 OBI HOLDING COMPANY false GLOBAL BLOOD FUND 1001 NORTH LINCOLN BLVD OKLAHOMA CITY OK 73104 392071848 BLOOD SERVICES OK 501(c)(3) 7 OBI HOLDING COMPANY false OKLAHOMA BLOOD INSTITUTE REAL ESTATE 1001 NORTH LINCOLN BLVD OKLAHOMA CITY OK 73104 731386856 REAL ESTATE OK 501(c)(25) OBI HOLDING COMPANY false Southern Oklahoma Blood Institute 2235 MERRICK DRIVE Ardmore OK 73401 741541246 Support Org OK 501(c)(3) Type I OBI Holding Company false East Central Oklahoma Blood Institute 1930 STONECIPHER BLVD ADA OK 74820 030389332 Support Org OK 501(c)(3) Type I OBI Holding Company false false true false false false false false false false false false false false true true false false false false