2024-09-07T13:26:16-05:00 2023-12-31 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2023-01-01 522029668 INSTITUTE FOR IN VITRO SCIENCES INC INST 3019476523 30 W WATKINS MILL RD 100 GAITHERSBURG MD 20878 AMANDA K ULREY PRESIDENT 3019476523 2024-09-05 1 0 JULIA FLANNERY P00928918 4102469300 2024-09-05 2023 2024-08-08 14:25:15Z AMANDA K ULREY 30 W WATKINS MILL RD 100 GAITHERSBURG MD 20878 6878469 0 X WWW.IIVS.ORG X 1997 MD TO INCREASE THE USE AND ACCEPTANCE OF NON-ANIMAL TEST METHODS WORLDWIDE. 8 5 54 5 0 0 1077048 1057602 5782738 5815193 83 5121 897 65 6860766 6877981 500 0 0 0 4217405 4503165 0 0 46233 2704581 2662471 6922486 7165636 -61720 -287655 6566155 6152852 3936613 3810965 2629542 2341887 X THE MISSION OF THE INSTITUTE FOR IN VITRO SCIENCES IS:- TO DRIVE THE OPTIMIZATION AND APPLICATION OF SCIENTIFICALLY ROBUST IN VITRO METHODS THAT ARE ACCEPTED BY REGULATORY AGENCIES AND ADOPTED BY INDUSTRY WORLDWIDE.- TO CREATE A FORUM IN WHICH INDUSTRY, REGULATORY AGENCIES AND ANIMAL WELFARE ORGANIZATIONS CAN WORK TOGETHER TO DEVELOP HUMANE SCIENTIFIC TOOLS FOR TESTING.- TO UTILIZE OUR EXPERTISE TO CREATE EDUCATIONAL AND OUTREACH PROGRAMS THAT WILL EXPAND THE ADOPTION OF NON-ANIMAL TEST METHODS AROUND THE GLOBE. 0 0 5854815 5746011 SCIENCE PROGRAM:IIVS WORKED WITH MORE THAN SIXTY COMPANIES TO DETERMINE THE APPROPRIATE NON-ANIMAL TESTING STRATEGIES, CONDUCT TESTING, AND ASSISTS IN INTERPRETATION OF DATA. OVER 880 COMPOUNDS/PRODUCTS WERE TESTED AT THE IIVS LABORATORY - MOST IN MORE THAN ONE TEST. IIVS CONTINUES TO OPTIMIZE AND STANDARDIZE IN VITRO METHODS TO MAKE THEM SUITABLE FOR INDUSTRY AND REGULATORY NEEDS. MANY OF THESE EFFORTS ARE IN COLLABORATION WITH STAKEHOLDERS SUCH AS INDUSTRY, GOVERNMENT AND NGOS. ADVANCEMENTS ARE SHARED WITH THE SCIENTIFIC COMMUNITY THROUGH PRESENTATIONS AND PUBLICATIONS SO THAT OTHER INDUSTRY AND REGULATORY SCIENTISTS CAN BENEFIT. IIVS HAS DEVELOPED AND PROMOTED THE USE OF HUMAN PRECISION CUT LUNG SLICES (HPCLS) FOR POTENTIAL REGULATORY APPLICATION AS AN ALTERNATIVE TO USING ANIMALS FOR INHALATION AND RESPIRATORY ENDPOINTS. BASED UPON OUR SUCCESSFUL USE OF HPCLS IN IN-HOUSE STUDIES, STAKEHOLDERS HAVE INQUIRED WHETHER THEY COULD PROCURE THESE HPCLS TISSUES FOR USE WITHIN THEIR OWN LABORATORIES. IIVS PREPARED AND QUALIFIED HPCLS TISSUES FOR 17 SPONSOR RUN LABORATORY STUDIES THAT WOULD HAVE OTHERWISE USED ANIMALS. 782464 69182 EDUCATION AND OUTREACH PROGRAM:IIVS PARTICIPATES IN NUMEROUS TRAINING ACTIVITIES FOR A VARIETY OF STAKEHOLDERS INCLUDING INDUSTRY AND REGULATORY SCIENTISTS. THESE TRAININGS ARE TAILORED FOR THE SPECIFIC AUDIENCE AND GENERALLY INCLUDE LECTURES, HANDS-ON DEMONSTRATIONS AND DATA INTERPRETATION. TWO MAJOR PROGRAMS IN WHICH IIVS PARTICIPATES ARE THE PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE NURA TRAINING AND THE ANIMAL FREE SAFETY ASSESSMENT COLLABORATION COORDINATED BY HUMANE SOCIETY INTERNATIONAL. IIVS SCIENTISTS WERE INVITED TO PARTICIPATE IN EXPERT PANELS CONVENED BY THE ORGANIZATION FOR ECONOMIC COOPERATION AND DEVELOPMENT (OECD) WHICH HARMONIZES IN VITRO TESTING APPROACHES FOR THE WORLDWIDE SCIENTIFIC COMMUNITY. THESE PANELS DISCUSSED NEW METHODS FOR GENETIC TOXICOLOGY, SKIN SENSITIZATION, EYE IRRITATION AND SKIN CORROSION. IIVS IS LEADING EFFORTS WITH INDUSTRY CONSORTIA AND 2 DIVISIONS OF THE US FEDERAL DRUG ADMINISTRATION TO APPLY NON-ANIMAL METHODS FOR SPECIFIC ENDPOINTS. IIVS IS ALSO INVOLVED IN EFFORTS TO SUPPORT THE US ENVIRONMENTAL PROTECTION AGENCY'S GOAL TO REDUCE RELIANCE ON ANIMAL MODELS. IIVS STAFF HOLD BOARD POSITIONS WITHIN SOCIETIES THAT HAVE THE MISSION TO WORK COLLABORATIVELY TO INCREASE THE USE AND ACCEPTANCE OF ALTERNATIVE METHODS, SUCH AS THE AMERICAN SOCIETY FOR CELLULAR AND COMPUTATIONAL TOXICOLOGY, THE EUROPEAN SOCIETY FOR TOXICOLOGY IN VITRO, THE US SOCIETY OF TOXICOLOGY AND THE CHINESE SOCIETY OF TOXICOLOGY. 6637279 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 54 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA MD NH NJ NY OH OR PA TN VA WI X HANS A RAABE CHIEF OPERATING OFFICERTREASURER 3019476523 30 W WATKINS MILL RD 100 GAITHERSBURG MD 20878 JOHN R FOWLE DIRECTOR 0.50 X 0 0 0 JAMES M HOFFMAN DIRECTOR 0.50 X 0 0 0 RICHARD E KOURI DIRECTOR 0.50 X 0 0 0 A WALLACE HAYES DIRECTOR 0.50 X 0 0 0 DANIEL A BAGLEY DIRECTOR 0.50 X 0 0 0 RODGER D CURREN CEO/BOARD CHAIR/SECRETARY 10.00 X X 51077 0 1071 AMANDA K ULREY PRESIDENT/BOARD MEMBER 40.00 X X 138367 0 6590 HANS A RAABE CHIEF OPERATING OFFICER/TREASURER 40.00 X X 153112 0 25023 ERIN H HILL PRESIDENT/BOARD MBR. (THRU 1/2023) 40.00 X X 15575 0 1294 GERTRUDE-EMILIA COSTIN DIRECTOR OF LABORATORY SERVICES 40.00 X 145496 0 23064 HOLGER P BEHRSING DIRECTOR RESPIRATORY TOXICOLOGY 40.00 X 156494 0 14731 BRENT J GILBERT DIRECTOR, BUSINESS DEVELOPMENT 40.00 X 142627 0 25692 QUANSHUN ZHANG SENIOR SCIENTIST & PROJECT LEADER 40.00 X 106201 0 28231 NATHAN R WILT STUDY DIRECTOR 40.00 X 114995 0 16432 1023944 0 142128 8 0 1 0 0 16438 1041164 1057602 RESEARCH & TESTING 541700 5746011 5746011 EDUCATION 611600 69182 69182 5815193 5609 5609 488 -488 -488 -488 OTHER INCOME 900099 65 65 65 6877981 5815193 0 5186 386268 249598 125515 11155 2857774 2774726 67455 15593 85453 81017 3965 471 877618 771810 103972 1836 296052 279704 14709 1639 11013 10933 80 97909 97909 80160 79887 249 24 26041 26041 56052 51688 2192 2172 186200 176179 9348 673 5091 5091 477820 451606 23565 2649 116390 107689 581 8120 21306 16587 4501 218 9659 9379 255 25 223023 211731 10140 1152 80306 64173 15759 374 LABORATORY EXPENSES 1239098 1239098 PROPERTY TAX 24000 22687 1181 132 DUES/MBSHP/PUBLICATIONS 7433 6685 748 BAD DEBT EXPENSE 970 970 7165636 6637279 482124 46233 1006 11393 839295 543171 89701 50003 1540697 1701761 128323 124103 2491750 1441153 1076239 1050597 2890894 2671824 6566155 6152852 487491 446846 59518 207001 100000 95253 3289604 3061865 3936613 3810965 X 2594542 2306887 35000 35000 2629542 2341887 6566155 6152852 -287655 0 X 0 1 X 1 0 X 1398615 944137 1949651 1077048 1057602 6427053 4119385 4935016 4553806 5782738 5815193 25206138 5518000 5879153 6503457 6859786 6872795 31633191 0 1527942 2767862 1699036 3082135 3120738 12197713 1527942 2767862 1699036 3082135 3120738 12197713 19435478 1690 95 13 440 5609 7847 1690 95 13 440 5609 7847 897 65 962 5519690 5879248 6503470 6861123 6878469 31642000 0.61420 0.63020 0.00020 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 897. 2023 AMOUNT: $ 65. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 851097 477278 373819 1640653 963875 676778 1050597 DEPOSITS 27425 OPERATING LEASE RIGHT-OF-USE ASSET, NET 2495144 FINANCING LEASE RIGHT-OF-USE ASSET, NET 149255 2671824 RIGHT-OF-USE OPERATING LEASE LIABILITY 2912610 RIGHT-OF-USE FINANCING LEASE LIABILITY 149255 3061865 X 6892392 0 6892392 -14411 -14411 6877981 7180047 14411 14411 7165636 0 7165636 PART X, LINE 2: MANAGEMENT EVALUATED THE INSTITUTE'S TAX POSITIONS AND CONCLUDED THAT THE INSTITUTE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT EXPENSE REPORTED ON PART VIII LINE 11A -14,411. PART XII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENT EXPENSE REPORTED ON PART VIII LINE 11A 14,411. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES ACTIVITIES RELATED TO IN VITRO (NON-ANIMAL) EDUCATION AND OUTREACH 52536 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES ACTIVITIES RELATED TO IN VITRO (NON-ANIMAL) EDUCATION AND OUTREACH 20192 NORTH AMERICA 0 0 PROGRAM SERVICES ACTIVITIES RELATED TO IN VITRO (NON-ANIMAL) EDUCATION AND OUTREACH 6446 0 0 0 0 0 0 79174 0 79174 0 0 0 0 0 0 X X X 0 0 0 0 0 0 0 0 0 HANS A RAABE CHIEF OPERATING OFFICER/TREASURER 152122 0 0 0 990 0 6381 0 18642 0 178135 0 0 0 HOLGER P BEHRSING DIRECTOR RESPIRATORY TOXICOLOGY 156149 0 0 0 345 0 6245 0 8486 0 171225 0 0 0 GERTRUDE-EMILIA COSTIN DIRECTOR OF LABORATORY SERVICES 145271 0 0 0 225 0 0 0 23064 0 168560 0 0 0 BRENT J GILBERT DIRECTOR, BUSINESS DEVELOPMENT 142402 0 0 0 225 0 6127 0 19565 0 168319 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 QUESTIONNAIRE FROM THE INDEPENDENT TAX CONSULTING FIRM IS FILLED OUT BY THE PRESIDENT, THE CHIEF OPERATING OFFICER AND THE CONTROLLER OF THE CORPORATION. WHEN THE COMPLETED FORM 990 IS RECEIVED FROM THE INDEPENDENT TAX CONSULTING FIRM, IT IS REVIEWED BY ALL THREE OF THE OFFICERS OF THE CORPORATION DURING A MEETING RUN BY THE PRESIDENT. ANY DISCREPANCIES ARE REVIEWED AND ADDRESSED WITH THE INDEPENDENT TAX CONSULTANT. THE FINAL FORM 990 IS SENT TO ALL BOARD MEMBERS BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AT THE ANNUAL MEETING OF THE BOARD OF DIRECTORS BY THE CHAIRMAN OF THE BOARD. EACH MEMBER IS ASKED IF ANY NEW CONFLICT OF INTERESTS HAVE OCCURRED. IF A POTENTIAL CONFLICT IS UNCOVERED, A SOLUTION IS PROPOSED AND VOTED ON BY MEMBERS OF THE BOARD AND RECORDED IN THE OFFICIAL MINUTES. EACH OF THESE ISSUES IS REVIEWED AT THE ANNUAL MEETING OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 DATA ON COMPARABLE SALARIES WITHIN PROFIT AND NON-PROFIT ENTITIES IS COLLECTED FROM VARIOUS SOURCES THROUGHOUT THE YEAR, INCLUDING SURVEYS FROM APPROPRIATE TRADE JOURNALS OR MAGAZINES, PERSONAL CONTACT WITH HUMAN RESOURCE DEPARTMENTS AND ONLINE DATABASES. THIS DATA IS BROUGHT TO A MEETING OF THE BOARD OF DIRECTORS FOR REVIEW AND DISCUSSION IN CORRELATION WITH THE CORPORATION'S REVENUES AND EXPENSES. THE CEO WILL SUGGEST AN INCREASE IN SALARY FOR EACH OFFICER, AND AN OFFICER OR INDEPENDENT BOARD MEMBER WILL SUGGEST AN INCREASE IN SALARY FOR THE CEO. AFTER DISCUSSION AND COMMENTS, THE INCREASES FOR EACH OFFICER ARE VOTED UPON FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 IIVS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IN TWO WAYS: 1) REQUESTS CAN BE MADE BY PHONE OR EMAIL; 2) DOCUMENTS ARE AVAILABLE FOR INSPECTION AND COPYING ON-SITE AT IIVS' FACILITIES. THESE DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).