Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Oklahoma Blood Institute
 
Employer identification number

73-1008735
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2018
Page 2
Schedule L (Form 990 or 990-EZ) 2018
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) MARTA PATTERSON WIFE OF OFFICER 111,507 SALARY 83,320 BENEFITS 28,187   No
(2) TINA COATS WIFE OF OFFICER 97,634 SALARY 90,343 BENEFITS 7,291   No
(3) CATHERINE ARMITAGE WIFE OF OFFICER 81,659 SALARY 80,062 BENEFITS 1,597   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV THE ABOVE BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS ARE PROVIDED TO OBI AT OR BELOW FAIR VALUE AND ARE IN THE NORMAL COURSE OF BUSINESS. ALL DECISIONS TO ENTER INTO THESE TRANSACTIONS WERE REVIEWED IN ACCORDANCE WITH OUR CONFLICT OF INTEREST POLICY AND THE INTERESTED PERSONS WERE EXCLUDED FROM THE DECISIONS MAKING PROCESS. TINA COATS: SHE WAS EMPLOYED THRU 06/01/2018 IN A DEPARTMENT (DONOR SERVICES) OUTSIDE THE HIRING AND REPORTING RESPONSIBILITIES OF HER HUSBAND, DAREN COATS (WESTERN OPERATIONS). EXECUTIVE MANAGEMENT WAS AWARE OF THE RELATIONSHIP AND FOUND NO GOVERNANCE CONCERNS WITH MRS. COATS' CANDIDACY AND HIRING. MARTA PATTERSON: SHE WAS HIRED BY OBI PRIOR TO ESTABLISHING A RELATIONSHIP WITH MARK PATTERSON. SHE WAS EMPLOYED IN A DEPARTMENT (QUALITY MANAGEMENT) OUTSIDE THE REPORTING RESPONSIBILITY OF HER HUSBAND (FINANCE AND CORPORATE DEVELOPMENT). CATHERINE ARMITAGE: SHE WAS EMPLOYED TO DO CONTRACT WORK FOR GLOBAL BLOOD FUND THAT WAS ENTIRELY SUPPORTED FINANCIALLY BY A GRANT FROM AN OUTSIDE ORGANIZATION. THE OBI EXECUTIVE COMMITTEE AND ENTIRE BOARD OF DIRECTORS WERE BOTH AWARE OF THE RELATIONSHIP AND FOUND NO GOVERNANCE CONCERNS WITH MRS. ARMITAGE'S CANDIDACY AND HIRING.
Schedule L (Form 990 or 990-EZ) 2018


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