VITALANT GROUP RETURN

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Principal Officer

DAVID GREEN

Phone

4809464201

Tax Period

2018-01-01 to 2018-12-31

VITALANT GROUP RETURN is a mid-sized nonprofit in the Health Care sector that reported $98.2M in total revenue in fiscal year 2018.

Mission

VITALANT THE MISSION OF VITALANT IS TO MAKE A DIFFERENCE IN PEOPLE'S LIVES BY BRINGING TOGETHER THE BEST PEOPLE, INSPIRING INDIVIDUALS TO DONATE BLOOD, PRODUCING A SAFE AND AMPLE BLOOD SUPPLY, ADVANCING CUTTING-EDGE RESEARCH AND EMBRACING CONTINUOUS QUALITY IMPROVEMENT. VITALANT, ONE OF THE NATION'S OLDEST AND LARGEST NONPROFIT COMMUNITY BLOOD SERVICE PROVIDERS, SUPPLIES COMPREHENSIVE TRANSFUSION MEDICINE SERVICES TO NEARLY 1,000 HOSPITALS AND HEALTH CARE PARTNERS FOR PATIENTS IN NEED ACROSS 40 STATES. BCRBC THE MISSION OF BCRBC IS TO PROMOTE THE HEALTH OF OUR COMMUNITY BY PROVIDING HIGH-QUALITY BLOOD AND TISSUE SERVICES, EDUCATION AND INNOVATIVE RESEARCH, UTILIZING STATE-OF-THE-ART TECHNOLOGY. LIFESTREAM THE MISSION OF LIFESTREAM, A NONPROFIT ORGANIZATION ENGAGED IN THE COLLECTION, DEVELOPMENT, AND DISBURSEMENT OF BLOOD AND BLOOD PRODUCTS, IS TO HELP SAVE LIVES BY CONNECTING DONORS AND PATIENTS THROUGH THE GIFT OF BLOOD. IN ADDITION TO COLLECTING AND SUPPLYING BLOOD THROUGH A NUMBER OF FIXED COLLECTION SITES AND BLOOD DRIVES AROUND THE SAN BERNARDINO AND RIVERSIDE COUNTIES, LIFESTREAM PREPARES AND SUPPLIES SPECIALTY BLOOD PRODUCTS TO PATIENTS THROUGHOUT THE COUNTIES IT SERVES.

Program Service Accomplishments

Program 1

Expenses: $83,140,508 Revenue: $97,336,067

CERTAIN EMPLOYEES RECEIVED SEVERANCE PAYMENTS DURING 2018 AS FOLLOWS: SUSAN BARNES - $355,600 THESE AMOUNTS ARE TAXABLE AND ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III).

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $322,569

Program Service Revenue $97,336,067

Investment Income $496,170

Other Revenue $0

TOTAL REVENUE $98,154,806

Expense Breakdown

Grants Paid $247,648

Salaries & Benefits $36,362,803

Fundraising Expenses $0

Program Expenses $83,140,508

Other Expenses $64,176,715

TOTAL EXPENSES $100,787,166

Year-over-Year Comparison

	2018	2017	Change
Revenue	$98,154,806	$92,560,393	+0.1%
Expenses	$100,787,166	$93,707,892	+0.1%
Net Income	$-2,632,360	$-1,147,499	+1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

765

Volunteers

252

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,044,619

Total Directors

$1,296,168

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH L ARENA	TRUSTEE/VICE CHAIR - BCRBC	1.0	Officer Director	$0	$0	$0
DAVID GREEN	TRUSTEE - BCRBC	1.0	Director	$0	$55,265	$746,019
JOHN S LEWIS	TRUSTEE/CHAIR-BCRBC,TRUSTEE-LS	2.0	Officer Director	$0	$0	$37,000
MARC P PRESS	TRUSTEE - BCRBC	1.0	Director	$0	$0	$0
BHAVI SHAH	TRUSTEE/SEC/TREAS/GC-BCRBC	5.0	Officer Director	$0	$36,748	$404,524
PAUL E STANDER MD	TRUSTEE - BCRBC	1.0	Director	$0	$0	$23,500
William Powers	TRUSTEE/CHAIRMAN - LS	1.0	Officer Director	$0	$0	$0
James Peterson	TRUSTEE/Vice Chair - LS	1.0	Officer Director	$0	$0	$22,500
TERRI L PROCTOR ESQ	TRUSTEE/Treasurer - LS	1.0	Officer Director	$0	$0	$22,500
KEVIN CLOWARD	TRUSTEE - LS (THRU 7/18)	1.0	Director	$0	$0	$0
FRANK ERCOLI MD	TRUSTEE - LS	1.0	Director	$0	$0	$0
Eric Frykman MD	TRUSTEE - LS	1.0	Director	$0	$0	$0
THELMA KORPMAN MD	TRUSTEE - LS	1.0	Director	$0	$0	$0
Raymond Prospero	TRUSTEE - LS	1.0	Director	$0	$0	$0
JAMES R SCHRAITH	TRUSTEE - LS	1.0	Director	$0	$0	$40,125
MICHAEL SEQUEIRA MD	TRUSTEE - LS	1.0	Director	$0	$0	$0
Frederick Axelrod MD	Trustee/CEO/Pres/Sec - LS	55.0	Officer	$418,923	$27,325	$446,248
TANYA PERRY	EVP/CFO - BCRBC	5.0	Officer	$0	$42,361	$389,654
DENNIS M TODD PHD	PRESIDENT/CEO - BCRBC	55.0	Officer	$397,248	$37,902	$435,150
Scott A Miller	VP BUS DEV/CFO - LS	45.0	Officer	$255,704	$31,339	$287,043
Donald J Chaffin	VP Chief Medical Officer - LS	45.0	Highest	$308,847	$32,055	$340,902
Michael T Davenport	Regional Director - BCRBC	45.0	Highest	$192,771	$342	$193,113
Kevin D Moore	VP OPERATIONS - LS	45.0	Highest	$175,021	$23,802	$198,823
Julianna H Quarles	VP TECH/CLINICAL AFFAIRS - LS	45.0	Highest	$146,327	$30,385	$176,712
DONALD HUNYH	TECHNICAL DIRECTOR - LS	45.0	Highest	$130,872	$17,597	$148,469
SUSAN BARNES	Former CFO - BCRBC	0.0		$0	$0	$355,600

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2018	$98,154,806	$100,787,166	$33,306,737	$-2,632,360