2025-11-07T15:15:07-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-01-01 521224577 BIOTECHNOLOGY INNOVATION ORGANIZATION BIOT 2029629200 1201 NEW YORK AVE NW NO 1300 WASHINGTON DC 20005 STEPHEN JASKO CHIEF BUSN & FINANCIAL OFFICER 2029629200 2025-11-05 1 0 LAURA J KENNEY P00202198 6177170831 2025-11-05 2024 2025-03-06 01:10:19Z JOHN CROWLEY 1201 NEW YORK AVE NW NO 1300 WASHINGTON DC 20005 214116938 0 X WWW.BIO.ORG X 1981 DC BIO IS THE WORLD'S LARGEST ADVOCACY ASSOCIATION REPRESENTING APPROXIMATELY 1,000 MEMBER COMPANIES, STATE BIOTECHNOLOGY GROUPS, ACADEMIC AND RESEARCH INSTITUTIONS, PATIENT GROUPS, AND RELATED ORGANIZATIONS ACROSS THE UNITED STATES AND IN 30+ COUNTRIES. BIO IS FOUNDED ON THE PRINCIPLE THAT POLICY MUST NURTURE INNOVATION IN THE LIFE SCIENCES TO OVERCOME CHALLENGES IN HEALTH CARE, AGRICULTURE, INDUSTRY, AND THE ENVIRONMENT. BIO'S EFFORTS INCLUDE ADVOCACY AND POLICY EFFORTS FOCUSED ON THE INNOVATIVE HEALTH OF THE SECTOR ALONG WITH CONVENING EVENTS AND OFFERING OTHER MEMBER SERVICES. 86 85 180 113 40500 0 0 0 93460509 91769762 2221609 9375263 18086391 16603683 113768509 117748708 1534902 2331287 0 0 39078972 41996482 0 0 0 51016290 55683017 91630164 100010786 22138345 17737922 156639347 170089094 79279320 76918293 77360027 93170801 X THE BIOTECHNOLOGY INNOVATION ORGANIZATION (BIO) REPRESENTS APPROXIMATELY 1,000 COMPANIES AND ORGANIZATIONS IN WASHINGTON DC, STATE CAPITALS, AND INTERNATIONAL FORA. BIO IS FOUNDED ON THE PRINCIPLE THAT POLICY MUST NURTURE INNOVATION IN THE LIFE SCIENCES TO OVERCOME CHALLENGES IN HEALTH CARE, AGRICULTURE, INDUSTRY, AND THE ENVIRONMENT. OUR MEMBERS REPRESENT COMPANIES OFFERING A SPECTRUM OF BIOTECHNOLOGY APPLICATIONS ACROSS MAJOR SECTORS OF THE ECONOMY. BIO MEMBERS ALSO INCLUDE UNIVERSITIES, NONPROFITS, PATIENT GROUPS, AND OTHER ORGANIZATIONS THAT PLAY AN IMPORTANT ROLE IN THE FUTURE OF THE LIFE SCIENCES. BIO'S ACTIVITIES ARE BROKEN DOWN INTO TWO PROGRAMS - ADVOCACY AND SERVICES. 0 0 ADVOCACY: BIOTECHNOLOGY INNOVATION ORGANIZATION (BIO)'S ADVOCACY EFFORTS REFLECT THE PRIORITIES IDENTIFIED BY THE BIO BOARD OF DIRECTORS AND THE THREE SECTION GOVERNING BOARDS.THE BOARD OF DIRECTORS FOCUSES ON ISSUES OF IMPORTANCE TO ALL BIO MEMBERS, REGARDLESS OF THEIR SIZE OR TECHNOLOGY. THESE CROSS-CUTTING ADVOCACY ACCOMPLISHMENTS FOR THE YEAR ARE LISTED BELOW: - SAFEGUARDED AND ADVANCED INTELLECTUAL PROPERTY PROTECTIONS, DOMESTICALLY AND INTERNATIONALLY.- FOSTERED A DIALOGUE ABOUT PROACTIVELY ADVANCING THE SOCIALLY RESPONSIBLE USE OF BIOTECHNOLOGY.- PROMOTED INVESTMENT IN GOVERNMENT AND ACADEMIC RESEARCH.- EXPANDED OUTREACH TO FOREIGN GOVERNMENTS AND INTERNATIONAL ENTITIES TO EDUCATE ON POLICY ISSUES OF IMPORTANCE TO THE BIOTECHNOLOGY INDUSTRY AND TO IMPROVE THE INVESTMENT AND REGULATORY CLIMATE FOR BIOTECH PRODUCTS.THE HEALTH SECTION ADVOCACY ACCOMPLISHMENTS: - PROMOTED HEALTHCARE POLICIES THAT RECOGNIZE BOTH THE PROMISE AND VALUE OF INNOVATION.- ADVOCATED FOR A SAFE AND PREDICTABLE REGULATORY ENVIRONMENT FOR VALUE-BASED PAYMENT ARRANGEMENTS FOR DRUGS AND BIOLOGICS.- ENHANCED AND PROTECTED PATIENT ACCESS TO INNOVATIVE THERAPIES AND PROMOTED THE NEED FOR GREATER NONDISCRIMINATION ENFORCEMENT AGAINST INSURANCE BENEFIT DESIGNS.- ADVOCATED FOR BIOSIMILARS POLICIES THAT PROTECT PATIENT SAFETY, PROMOTE BIOMEDICAL INNOVATION, AND ADVANCE THE SCIENCE-BASED REVIEW AND APPROVAL OF BIOSIMILARS AND INTERCHANGEABLE BIOLOGICAL PRODUCTS.- PROMOTED THE VALUE OF U.S. GOVERNMENT INVESTMENTS IN PROGRAMS THAT IMPROVE ACCESS TO IMMUNIZATIONS AND FOSTER VACCINE INNOVATION, STRENGTHENED OUR ABILITY TO RESPOND TO BIOTERROR THREATS OR EMERGING INFECTIOUS DISEASES, AND ENCOURAGED DEVELOPMENT OF NEW PRODUCTS TO FIGHT ANTIMICROBIAL RESISTANCE (AMR).- INFLUENCED IMPROVEMENTS TO THE INTERNATIONAL ENVIRONMENT FOR BIOMEDICAL INNOVATION AND GLOBAL PUBLIC HEALTH PREPAREDNESS.- ADVOCATED FOR THE MODERNIZATION OF THE CLINICAL DEVELOPMENT PARADIGM.THE EMERGING COMPANIES SECTION ADVOCACY ACCOMPLISHMENTS: - ADVANCED THE INTEREST OF EMERGING COMPANIES IN CAPITAL FORMATION AND FINANCIAL SERVICES POLICY.- ADVOCATED FOR FISCAL POLICIES SUPPORTING INNOVATIVE EMERGING COMPANIES AND INVESTMENT IN GROUNDBREAKING R&D; ENHANCED THE VOICE OF PRE-REVENUE, R&D-INTENSIVE BUSINESSES- ADVOCATED FOR THE REMOVAL OF BURDENSOME FINANCIAL REPORTING REGULATIONS ON EMERGING COMPANIES.THE AGRICULTURE & ENVIRONMENT SECTION ADVOCACY ACCOMPLISHMENTS:BIO'S AGRICULTURE & ENVIRONMENT (OR AG & ENVIRONMENT) SECTION FOCUSES ON ISSUES RELATED TO THE ORGANIZATION'S PRIOR FOOD & AGRICULTURE AND INDUSTRIAL & ENVIRONMENT SECTIONS. THESE INCLUDE:- ADVOCATING ON INITIATIVES THAT STRENGTHEN THE BIOECONOMY; AND- MEETING SHARED GOALS RELATED TO SOCIETAL CHALLENGES SUCH AS FOOD SECURITY, NATIONAL SECURITY AND CLIMATE CHANGE.THE AG & ENVIRONMENT SECTION ADVOCATES AND COORDINATES DIRECTLY WITH GOVERNMENT AND INDUSTRY STAKEHOLDERS TO INCREASE THE UNDERSTANDING AND ACCEPTANCE OF BIOTECH INNOVATION, WHILE ALSO IMPROVING THE REGULATORY AND APPROVAL PROCESSES. THIS SECTION PROMOTES APPROPRIATE INITIATIVES THAT SUPPORT INNOVATION, MARKET ACCESS, AND MARKET ACCEPTANCE. SERVICES: BIO'S SERVICES INCLUDE CONFERENCES AND ACTIVITIES THAT BRING ADVOCACY ACCOMPLISHMENTS LISTED BELOW:- SAFEGUARDED AND ADVANCED INTELLECTUAL PROPERTY PROTECTIONS, DOMESTICALLY AND INTERNATIONALLY.- FOSTERED A DIALOGUE ABOUT PROACTIVELY ADVANCING THE SOCIALLY RESPONSIBLE USE OF BIOTECHNOLOGY.- PROMOTED INVESTMENT IN GOVERNMENT AND ACADEMIC RESEARCH.- BROUGHT TOGETHER INDUSTRY STAKEHOLDERS AND INVESTORS FOR EVENTS RANGING FROM THE BIO INTERNATIONAL CONVENTION TO CONFERENCES FOR BUSINESS DEVELOPMENT EXECUTIVES.THE BIO INTERNATIONAL CONVENTION ATTRACTS THE MOST INFLUENTIAL BIOTECH AND PHARMA ATTENDEES FROM 69 COUNTRIES AND 50 U.S. STATES, AS WELL AS THE DISTRICT OF COLUMBIA AND PUERTO RICO AND OFFERS PROFESSIONAL AND BUSINESS DEVELOPMENT OPPORTUNITIES. THE NET INCOME FROM THE CONVENTION SUPPORTS OUR ADVOCACY, PUBLIC OUTREACH, AND OTHER MEMBER SERVICE ACTIVITIES.THE KEY ELEMENTS OF THE BIO INTERNATIONAL CONVENTION ARE EDUCATIONAL PROGRAMMING, EXHIBITION, THE BIO BUSINESS FORUM, AND NETWORKING EVENTS. THESE ELEMENTS PROVIDE AN OPPORTUNITY FOR BIOTECHNOLOGY AND PHARMACEUTICAL COMPANIES, ACADEMIC RESEARCH INSTITUTIONS, AND INVESTORS FROM AROUND THE WORLD TO LEARN ABOUT RECENT SCIENTIFIC AND POLICY DEVELOPMENTS, AND SCHEDULE ONE-ON-ONE MEETINGS TO DISCUSS POTENTIAL BUSINESS OPPORTUNITIES. THE BIO BUSINESS FORUM AT THE CONVENTION HOSTS TENS OF THOUSANDS OF PARTNERING MEETINGS AMONG A FEW THOUSAND COMPANIES, ALONG WITH A COUPLE HUNDRED COMPANY PRESENTATIONS. THE CONVENTION HOSTS HUNDREDS OF SPEAKERS, AND OVER A THOUSAND EXHIBITIONS WITH INTERNATIONAL, REGIONAL AND STATE PAVILIONS (AND A NUMBER OF PRODUCT FOCUS ZONES).BEYOND THE CONVENTION, BIO HOSTS OR CO-HOSTS A NUMBER OF NATIONAL AND INTERNATIONAL CONFERENCES THAT PROVIDE VENUES FOR MEMBER AND NON-MEMBER COMPANIES TO PRESENT NEW DATA, MEET WITH FELLOW BIOTECH COMPANIES, AND ATTRACT FUNDING FROM INVESTORS AND OTHER ORGANIZATIONS. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 161 0 1 180 1 1 1 0 0 0 0 0 1 0 X 86 85 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X STEPHEN JASKO CHIEF BUSINESS FIN 2029629200 1201 NEW YORK AVE NW STE 1300 WASHINGTON DC 20005 JOHN F CROWLEY PRESIDENT AND CEO 40.00 X X 2747033 0 365352 FRITZ BITTENBENDER BOARD & HEALTH SECTION VICE CHAIR 2.00 X X 0 0 0 GRACE E COLON EMERGING COMPANIES SECTION V CHAIR 2.00 X X 0 0 0 PAUL J HASTINGS IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 ELIZABETH LEWIS UNTIL 32024 ASSOCIATE VICE CHAIR & SECRETARY 2.00 X X 0 0 0 TED W LOVE BOARD & HEALTH SECTION CHAIR 2.00 X X 0 0 0 WILLIAM J NEWELL ASSOCIATE VICE CHAIR & SECRETARY 2.00 X X 0 0 0 ANNA RATH UNTIL 32024 AGRICULTURE & ENV SECTION CHAIR 2.00 X X 0 0 0 DUANE J SIMPSON AGRICULTURE & ENV SECTION VICE CHAIR 2.00 X X 0 0 0 ERIKA SMITH EMERGING COMPANIES SECTION CHAIR 2.00 X X 0 0 0 TAD SONSTEGARD AGRICULTURE & ENV SECTION VICE CHAIR 2.00 X X 0 0 0 BRADFORD A ZAKES TREASURER 2.00 X X 0 0 0 ANGELA CARISA AILLONI DIRECTOR (UNTIL DECEMBER 2024) 2.00 X 0 0 0 STEVE ALBERS DIRECTOR 2.00 X 0 0 0 STUART A ARBUCKLE DIRECTOR 2.00 X 0 0 0 MARTIN BABLER DIRECTOR 2.00 X 0 0 0 MARIANNE DE BACKER DIRECTOR 2.00 X 0 0 0 BRAD BAILEY DIRECTOR 2.00 X 0 0 0 JACOB BECRAFT DIRECTOR 2.00 X 0 0 0 SULAGNA BHATTACHARYA DIRECTOR 2.00 X 0 0 0 ROBERT BLUM DIRECTOR 2.00 X 0 0 0 CARRIE L BOURDOW DIRECTOR (UNTIL DECEMBER 2024) 2.00 X 0 0 0 CARINE BOUSTANY DIRECTOR 2.00 X 0 0 0 DAVID BOYER DIRECTOR 2.00 X 0 0 0 STEPHEN BRADY DIRECTOR 2.00 X 0 0 0 CHRISTINE BRENNAN DIRECTOR 2.00 X 0 0 0 VICTOR BULTO DIRECTOR 2.00 X 0 0 0 JOHN BUTLER DIRECTOR 2.00 X 0 0 0 GIACOMO CHIESI DIRECTOR 2.00 X 0 0 0 JEFFREY L CLELAND DIRECTOR 2.00 X 0 0 0 RON COHEN DIRECTOR (UNTIL JUNE 2024) 2.00 X 0 0 0 BRUCE C COZADD DIRECTOR 2.00 X 0 0 0 MIKE DIAL DIRECTOR 2.00 X 0 0 0 ERIC M DUBE DIRECTOR 2.00 X 0 0 0 MARC DUNOYER DIRECTOR 2.00 X 0 0 0 MARK ENYEDY DIRECTOR (UNTIL MAY 2024) 2.00 X 0 0 0 DAVID ESPOSITO DIRECTOR 2.00 X 0 0 0 BARRY P FLANNELLY DIRECTOR 2.00 X 0 0 0 ALEXANDRIA FORBES DIRECTOR 2.00 X 0 0 0 KAYE FOSTER DIRECTOR (UNTIL MAY 2024) 2.00 X 0 0 0 CEDRIC FRANCOIS DIRECTOR (UNTIL SEPTEMBER 2024) 2.00 X 0 0 0 CARI GALLMAN DIRECTOR 2.00 X 0 0 0 KYLE GANO DIRECTOR (UNTIL OCTOBER 2024) 2.00 X 0 0 0 DEBORAH GLASSER DIRECTOR 2.00 X 0 0 0 JOHN GLASSPOOL DIRECTOR 2.00 X 0 0 0 JENNIFER GOOD DIRECTOR 2.00 X 0 0 0 KEVIN C GORMAN DIRECTOR (UNTIL JUNE 2024) 2.00 X 0 0 0 YVONNE GREENSTREET DIRECTOR 2.00 X 0 0 0 SEBASTIAN GUTH DIRECTOR 2.00 X 0 0 0 KARIS GUTTER DIRECTOR 2.00 X 0 0 0 ALEXANDER HARDY DIRECTOR (UNTIL OCTOBER 2024) 2.00 X 0 0 0 STEVEN HARR DIRECTOR 2.00 X 0 0 0 RACHEL HAURWITZ DIRECTOR 2.00 X 0 0 0 KATE HAVILAND DIRECTOR 2.00 X 0 0 0 DAVID HIRSCHI DIRECTOR 2.00 X 0 0 0 JENNIFER HOLMGREN DIRECTOR 2.00 X 0 0 0 CRISTIN HUBBARD DIRECTOR 2.00 X 0 0 0 MIKE HUCKMAN DIRECTOR 2.00 X 0 0 0 ELIZABETH JEFFORDS DIRECTOR 2.00 X 0 0 0 SABRINA JOHNSON DIRECTOR 2.00 X 0 0 0 PATRIK JONSSON DIRECTOR 2.00 X 0 0 0 DAVID KETTNER DIRECTOR 2.00 X 0 0 0 NINA KJELLSON DIRECTOR 2.00 X 0 0 0 SCOTT KOENIG DIRECTOR 2.00 X 0 0 0 NEIL KUMAR DIRECTOR 2.00 X 0 0 0 JOSEPH J LAROSA DIRECTOR 2.00 X 0 0 0 CHRIS LEIBMAN DIRECTOR 2.00 X 0 0 0 JEREMY M LEVIN DIRECTOR 2.00 X 0 0 0 SANDY MACRAE DIRECTOR 2.00 X 0 0 0 GAIL MADERIS DIRECTOR (UNTIL SEPTEMBER 2024) 2.00 X 0 0 0 ANTHONY MANCINI DIRECTOR (UNTIL OCTOBER 2024) 2.00 X 0 0 0 MAYA MARTINEZ-DAVIS DIRECTOR (UNTIL DECEMBER 2024) 2.00 X 0 0 0 SHARON MATES DIRECTOR 2.00 X 0 0 0 THOMAS P MATHERS DIRECTOR 2.00 X 0 0 0 REENIE MCCARTHY DIRECTOR 2.00 X 0 0 0 SHEILA ANN MIKHAIL DIRECTOR 2.00 X 0 0 0 FREDERICK MOORE DIRECTOR 2.00 X 0 0 0 ROCCO MORELLI DIRECTOR (UNTIL MARCH 2024) 2.00 X 0 0 0 MICHAEL M MORRISSEY DIRECTOR 2.00 X 0 0 0 AMIR NASHAT DIRECTOR (UNTIL JUNE 2024) 2.00 X 0 0 0 SONIA NATH DIRECTOR 2.00 X 0 0 0 ANDREW OBENSHAIN DIRECTOR 2.00 X 0 0 0 JANNIE OOSTHUIZEN DIRECTOR 2.00 X 0 0 0 CATHERINE OWEN DIRECTOR (UNTIL JANUARY 2024) 2.00 X 0 0 0 JULIA OWENS DIRECTOR 2.00 X 0 0 0 JOHN V OYLER DIRECTOR (UNTIL JUNE 2024) 2.00 X 0 0 0 CYNTHIA PERETTIE DIRECTOR 2.00 X 0 0 0 RICHARD POPS DIRECTOR 2.00 X 0 0 0 MARK PRUZANSKI DIRECTOR 2.00 X 0 0 0 SOFIE QIAO DIRECTOR (UNTIL MAY 2024) 2.00 X 0 0 0 MIKE G RAAB DIRECTOR 2.00 X 0 0 0 MAGI RICHANI DIRECTOR 2.00 X 0 0 0 MICHAEL J RUGGIERO DIRECTOR 2.00 X 0 0 0 JAMES SAPIRSTEIN DIRECTOR 2.00 X 0 0 0 CHRISTOPHE SCHILLING DIRECTOR (UNTIL FEBRUARY 2024) 2.00 X 0 0 0 MICHAEL SCHOEN DIRECTOR 2.00 X 0 0 0 HAROUT SEMERJIAN DIRECTOR 2.00 X 0 0 0 NANCY SIMONIAN DIRECTOR (UNTIL FEBRUARY 2024) 2.00 X 0 0 0 EDDIE J SULLIVAN DIRECTOR 2.00 X 0 0 0 IAN THOMPSON DIRECTOR (UNTIL OCTOBER 2024) 2.00 X 0 0 0 NOLAN TOWNSEND DIRECTOR 2.00 X 0 0 0 LINDA TROLINDER DIRECTOR (UNTIL JANUARY 2024) 2.00 X 0 0 0 NEIL K WARMA DIRECTOR 2.00 X 0 0 0 FRANK WATANABE DIRECTOR 2.00 X 0 0 0 SCOTT WHITE DIRECTOR 2.00 X 0 0 0 LESLIE WILLIAMS DIRECTOR 2.00 X 0 0 0 RICK E WINNINGHAM DIRECTOR 2.00 X 0 0 0 SYLVIA WULF DIRECTOR 2.00 X 0 0 0 TATSUYUKI YASUNO DIRECTOR 2.00 X 0 0 0 DAPHNE ZOHAR DIRECTOR 2.00 X 0 0 0 STEPHEN JASKO CHIEF BUSINESS AND FINANCIAL OFFICER 40.00 X 808510 0 86616 RACHEL K KING INTERIM PRESIDENT AND CEO 40.00 X 1658415 0 17084 RICHARD MASTERS CHIEF PUBLIC AFFAIRS & MARKETING OFF 40.00 X 744710 0 26368 LETONIA D FYKES CHIEF EVENTS & INDUSTRY PROGRAMS OFFICER 40.00 X 596087 0 72996 ELIZABETH CARTIER ESHAM CHIEF SCIENCE OFFICER 40.00 X 1012398 0 18928 PETER MCHUGH CHIEF LEGAL OFFICER 40.00 X 688807 0 90259 JOHN MURPHY CHIEF POLICY OFFICER 40.00 X 567043 0 27095 MICHELLE MCMURRY-HEATH FORMER 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DC 20004 050532524 130000 0 0 1 34054440 9587874 -4847908 4739966 8513610 -3773644 PART I-A, LINE 1: BIO CONTRIBUTED FUNDS TO POLITICAL ACTION COMMITTEES IN 2024. 9684902 1637882 8047020 2741518 679067 2062451 7153671 1334853 5818818 15928289 RIGHT OF USE ASSET - OPERATING 20635867 DEFERRED COMPENSATION INVESTMENTS 1125526 21761393 LEASE LIABILITY - OPERATING 41007270 BIO-PAC 155327 DEFERRED COMPENSATION PLAN 1125526 STATE AFFILIATE 1490518 EVENT WITHHOLDING 43985 SPECIAL INITIATIVES 2187606 UNAPPLIED RECEIPTS 13527 OTHER 136224 46159983 X 115632753 -1927148 61763 -1865385 117498138 250570 250570 117748708 99821979 61763 61763 99760216 250570 250570 100010786 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC) AS A SECTION 501(A) ORGANIZATION. HOWEVER, THE ORGANIZATION IS SUBJECT TO FEDERAL AND DISTRICT OF COLUMBIA TAXES ON ITS UNRELATED BUSINESS INCOME. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION HAS EVALUATED THEIR TAX POSITIONS AND DETERMINED THAT THEIR POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. 1 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES CONFERENCES, ADVOCACY AND EDUCATION 100006 0 0 0 0 0 0 100006 0 100006 EUROPE (INCLUDING ICELAND & GREENLAND) THIS IS FOR A SPONSORSHIP OF A BIOTECHBIKERS EVENT. 7000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO VENDOR 0 13638 BIO ASSOCIATE MEMBERSHIP FMV CENTRAL AMERICA AND THE CARIBBEAN TO SPONSOR THE PAVILION OF THE AMERICAS AGRI-FOOD SYSTEMS AT THE UN CLIMATE CONFERENCE 25000 ACH TRANSFER 0 0 3 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION PROVIDES NONCASH GRANTS IN THE FORM OF COMPLIMENTARY MEMBERSHIPS. ALSO PROVIDED ARE SPONSORSHIPS OF CONFERENCES AND EVENTS. THESE ARE BOTH EVALUATED EVERY YEAR. PART I, LINE 3: THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING TO REPORT EXPENDITURES FOR ACTIVITIES OUTSIDE THE U.S.. 1 ADP 99 JEFFERSON ROAD PARSIPPANY NJ 07054 221467904 0 32272 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR AGRI-PULSE COMMUNICATIONS INC 110 WATERSIDE LANE CAMDENTON MO 65020 200696295 13500 0 SPONSORSHIP AIRGAS HEALTHCARE 259 N RADNOR CHESTER ROAD RADNOR PA 19087 560732648 0 32272 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR ALLIANCE FOR AGING RESEARCH 1700 K STREET NW SUITE 740 WASHINGTON DC 20006 541379174 501(C)(3) 10000 0 SPONSORSHIP AMERICAN CANCER SOCIETY CANCER ACTION NETWORK INC 655 15TH STREET NW SUITE 503 WASHINGTON DC 20005 522340031 501(C)(4) 27500 0 CONTRIBUTION AMERICAN KIDNEY FUND INC 11921 ROCKVILLE PIKE SUITE 300 ROCKVILLE MD 20852 237124261 501(C)(3) 10000 0 SPONSORSHIP AMERICAN LABORATORY TRADING (ALT) 12 COLTON RD EAST LYME CT 06333 874749183 0 32272 FMV BIO ASSOCIATE 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VENDOR CALIFORNIA LIFE SCIENCES ASSOCIATION 4242 CAMPUS POINT COURT SUITE 110 SAN DIEGO CA 92121 473226523 501(C)(6) 4500 2827 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR CENTER FOR FOOD INTEGRITY INC 2900 NE BROOKTREE LANE SUITE 200 GLADSTONE MO 64119 204662713 501(C)(4) 25000 0 CONTRIBUTION CENTER FOR MEDICINE IN THE PUBLIC INTEREST 880 THIRD AVENUE 5TH FLOOR NEW YORK NY 10022 204321812 501(C)(3) 10000 0 CONTRIBUTION CHUBB 202 HALLS MILLS ROAD PO BOX 1650 WHITEHOUSE STATION NJ 08889 132595722 0 32272 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR CLEAN HARBORS 42 LONGWATER DRIVE NORWELL MA 02061 042698999 0 32272 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR COLORADO BIOSCIENCE ASSOCIATION 600 GRANT STREET DENVER CO 80203 841363258 501(C)(6) 5000 2827 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR COMMUNITY ACCESS NATIONAL NETWORK (CANN) PO BOX 3009 SLIDELL LA 70459 880370777 501(C)(3) 10000 0 SPONSORSHIP DAMON RUNYON CANCER RESEARCH FOUNDATION ONE EXCHANGE PLAZA 55 BROADWAY SUITE 302 NEW YORK NY 10006 131933825 501(C)(3) 10000 0 SPONSORSHIP DELAWARE BIOSCIENCE ASSOCIATION INC PO BOX 7708 WILMINGTON DE 19803 204147195 501(C)(6) 10000 2827 FMV BIO ASSOCIATE MEMBERSHIP CONTRIBUTION AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR DEMOCRATIC GOVERNORS ASSOCIATION 1225 EYE STREET NW SUITE 1100 WASHINGTON DC 20005 521304889 527 110000 0 CONTRIBUTION DEMOCRATIC LIEUTENANT GOVERNORS ASSOCIATION 1090 VERMONT AVE NW SUITE 750 WASHINGTON DC 20005 030457299 527 25000 0 CONTRIBUTION EOSINOPHILIC & RARE DISEASE COOPERATIVE 8049 W BLACK EAGLE COURT TUCSON AZ 95757 862807827 501(C)(3) 7500 0 CONTRIBUTION EVERYLIFE FOUNDATION FOR RARE DISEASES 1012 14TH ST NW SUITE 500 WASHINGTON DC 20005 237124261 501(C)(3) 23500 0 CONTRIBUTION GEORGIA BIOSCIENCES ORGANIZATION DBAGEORGIA LIFE SCIENCES COALITION 999 PEACHTREE STREET NE SUITE 1800 ATLANTA GA 30309 273855537 501(C)(6) 15000 2827 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR GOPAC EDUCATION FUND 1201 WILSON BLVD SUITE 2110 ARLINGTON VA 22209 451475628 501(C)(4) 25000 0 SPONSORSHIP HEALTHCARE READY 1325 G STREET NW SUITE 500 WASHINGTON DC 20005 463134601 501(C)(3) 40000 0 CONTRIBUTION HIV AND HEPATITIS POLICY INSTITUTE 1602B BELMONT STREET NW WASHINGTON DC 20009 844148678 501(C)(3) 12500 0 CONTRIBUTION HUMBOLDT STORAGE & MOVING 100 NEW BOSTON DRIVE CANTON MA 02021 041375440 0 32272 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR IBIO (ILLINOIS BIOTECHNOLOGY INNOVATION ORGANIZATION) 400 N ABERDEEN ST SUITE 900 CHICAGO IL 60642 364225980 501(C)(6) 25000 0 SPONSORSHIP INDIANA HEALTH INDUSTRY FORUM INC 429 E VERMONT STREET SUITE 304 INDIANAPOLIS IN 46202 351955274 4000 2827 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR INVEST IN MAINE'S FUTUREMAINE STATE CHAMBER OF COMMERCE 128 STATE ST SUITE 101 AUGUSTA ME 04330 010021545 501(C)(6) 10000 0 CONTRIBUTION IOWA BIOTECHNOLOGY ASSOCIATION 500 E COURT AVE SUITE 112 DES MOINES IA 50309 391885797 501(C)(6) 5000 2827 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR LATINOS IN BIO INC 18 GROVE STREET SUITE 4 WELLESLEY MA 02482 871185213 501(C)(3) 10000 0 SPONSORSHIP LIFE SCIENCE WASHINGTON 188 EAST BLAINE ST SUITE 150 SEATTLE WA 98102 911453398 501(C)(6) 7500 2827 FMV BIO ASSOCIATE MEMBERSHIP CONTRIBUTION AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR LIFE SCIENCES PENNSYLVANIA 650 EAST SWEDESFORD RD SUITE 190 WAYNE PA 19087 251621500 501(C)(6) 23100 2827 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR LUPUS FOUNDATION OF AMERICA INC 2121 K STREET NW WASHINGTON DC 20037 431131436 501(C)(3) 7500 0 CONTRIBUTION MARYLAND TECHNOLOGY COUNCIL INC 12 W CHURCH ST SUITE 220 FREDERICK MD 21701 204950778 501(C)(6) 10000 2827 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR MASSACHUSETTS BIOTECHNOLOGY COUNCIL INC 700 TECHNOLOGY SQUARE FIFTH FLOOR CAMBRIDGE MA 02139 222693047 501(C)(6) 7500 2827 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR MISSOURI BIOTECHNOLOGY ASSOCIATION PO BOX 148 JEFFERSON CITY MI 65102 431908699 501(C)(6) 5000 2827 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR MONTANA BIOSCIENCE ALLIANCE PO BOX 1773 BILLINGS MT 59103 201647600 501(C)(3) 14500 2827 FMV BIO ASSOCIATE MEMBERSHIP CONTRIBUTION AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR MUSCULAR DYSTROPHY ASSOCIATION INC 1016 W JACKSON BLVD 1073 CHICAGO IL 60607 131665552 501(C)(3) 7500 0 CONTRIBUTION NATIONAL CONFERENCE OF STATE LEGISLATURES PO BOX 17474 DENVER CO 80217 840772595 170(C)(1) 10000 0 CONTRIBUTION NATIONAL GOVERNORS ASSOCIATION CENTER FOR BEST PRACTICES 444 N CAPITAL ST NW SUITE 267 WASHINGTON DC 20001 237391796 501(C)(3) 60000 0 CONTRIBUTION NATIONAL HEALTH COUNCIL INC 1730 M STREET NW SUITE 500 WASHINGTON DC 200364561 131624107 501(C)(3) 75000 0 CONTRIBUTION NATIONAL PSORIASIS FOUNDATION 6600 SW 92ND AVENUE PORTLAND OR 97223 930571472 501(C)(3) 12500 0 SPONSORSHIP NEWYORKBIO 25 HEALTH SCIENCES DR SUITE 203 STONY BROOK NY 11790 113026494 501(C)(6) 15000 2827 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR NIKON INSTRUMENTS 1300 WALT WHITMAN ROAD MELVILLE NY 11747 113554845 0 32272 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR ODP BUSINESS SOLUTIONS 6600 NORTH MILITARY TRAIL SUITE 900 BOCA RATON FL 33496 862161688 0 32272 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR OHIO LIFE SCIENCES ASSOCIATION 1275 KINNEAR ROAD COLUMBUS OH 43212 920273822 501(C)(6) 7000 2827 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR PREVENT CANCER FOUNDATION 333 JOHN CARLYLE STREET SUITE 635 ALEXANDRIA VA 22314 521429544 501(C)(3) 6000 0 SPONSORSHIP PSC BIOTECH CORPORATION 700 CORPORATE CENTER DRIVE POMONA CA 91768 582239335 0 32272 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSYLVANIA AVENUE NW SUITE 250 WASHINGTON DC 20006 113655877 527 195000 0 CONTRIBUTION REPUBLICAN STATE LEADERSHIP COMMITTEE 1201 F STREET NW SUITE 675 WASHINGTON DC 20004 050532524 527 130000 0 CONTRIBUTION RESEARCHAMERICA 241 18TH STREET SOUTH SUITE 501 ARLINGTON VA 22202 521609875 501(C)(3) 40000 0 CONTRIBUTION SC BIO 1140 WOODRUFF ROAD STE 106 BOX 121 GREENVILLE SC 29607 823758723 501(C)(6) 3500 2827 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR SHAREVAULT 16795 LARK AVENUE SUITE 210 LOS GATOS CA 95032 562407915 0 32272 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR TEXAS HEALTHCARE & BIOSCIENCE INSTITUTE 807 BRAZOS STREET SUITE 607 AUSTIN TX 78701 760501034 501(C)(6) 12000 2827 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR THE ARTHRITIS FOUNDATION INC 1355 PEACHTREE ST NE ATLANTA GA 30309 581341679 501(C)(3) 10000 0 CONTRIBUTION THE BRIGHAM AND WOMEN'S HOSPITAL INC 75 FRANCIS STREET BOSTON MA 02115 422312909 501(C)(3) 10000 0 CONTRIBUTION THE ECONOMIC CLUB OF WASHINGTON DC 1601 K STREET NW SUITE 210 WASHINGTON DC 20006 521469926 501(C)(3) 7500 0 SPONSORSHIP THE GLOBAL WOMEN'S INNOVATION NETWORK (GLOBALWIN) 600 PENNSYLVANIA AVENUE SE UNIT 410 WASHINGTON DC 20003 271428117 501(C)(3) 25000 0 CONTRIBUTION THE GOVERNING MAJORITY EDUCATION FUND 606 W WISCONSIN AVE STE 1202 MILWAUKEE WI 53203 850549304 501(C)(4) 25000 0 CONTRIBUTION THE NATIONAL BLEEDING DISORDERS FOUNDATION 1230 AVENUE OF THE AMERICAS - 16TH FLOOR NEW YORK NY 10020 135641857 501(C)(3) 10000 0 CONTRIBUTION UNIFIRST 68 JONSPIN ROAD WILMINGTON MA 01887 042103460 0 32272 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR UPS 55 GLENLAKE PARKWAY NE ATLANTA GA 30328 582480149 0 32272 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR US CHAMBER OF COMMERCE 1615 H STREET WASHINGTON DC 20062 530045720 501(C)(6) 15000 0 CONTRIBUTION WASHINGTON LEGAL FOUNDATION 2009 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 521071570 501(C)(3) 20000 0 CONTRIBUTION WOMEN IN BIO INC PO BOX 97900 PITTSBURG PA 15227 030458239 501(C)(3) 15000 0 SPONSORSHIP 27 49 PART I, LINE 2: BIO RELIES ON THE REQUIRED QUALIFICATIONS OF THE CONTRIBUTION AND SPONSORSHIP RECIPIENTS TO PROVIDE ASSURANCE OF PROPER USAGE. IN SOME CASES, BIO PERSONNEL ATTEND EVENTS AND RECEIVE ACKNOWLEDGMENTS RELATED TO THE FUNDS. X 1 1 X X X X 1 1 0 JOHN F CROWLEY PRESIDENT AND CEO 2224033 0 500000 0 23000 0 365352 0 0 0 3112385 0 0 0 RACHEL K KING INTERIM PRESIDENT AND CEO 567301 0 1091114 0 0 0 9150 0 7934 0 1675499 0 0 0 ELIZABETH CARTIER ESHAM CHIEF SCIENCE OFFICER 431800 0 198432 0 382166 0 8103 0 10825 0 1031326 0 0 0 STEPHEN JASKO CHIEF BUSINESS AND FINANCIAL OFFICER 613822 0 194688 0 0 0 43355 0 43261 0 895126 0 0 0 PETER MCHUGH CHIEF LEGAL OFFICER 538807 0 150000 0 0 0 42755 0 47504 0 779066 0 0 0 RICHARD MASTERS CHIEF PUBLIC AFFAIRS & MARKETING OFF 266716 0 175950 0 302044 0 6516 0 19852 0 771078 0 0 0 LETONIA D FYKES CHIEF EVENTS & INDUSTRY PROGRAMS OFF 443332 0 152755 0 0 0 43355 0 29641 0 669083 0 0 0 JOHN MURPHY CHIEF POLICY OFFICER 213131 0 129480 0 224432 0 4808 0 22287 0 594138 0 0 0 MICHELLE MCMURRY-HEATH FORMER PRESIDENT AND CEO 0 0 0 0 264130 0 0 0 0 0 264130 0 0 0 PART I, LINE 1A THE ORGANIZATION'S CEO WAS PERMITTED TO USE FIRST-CLASS FARES FOR BUSINESS TRAVEL PAID FOR BY THE ORGANIZATION. THE ORGANIZATION DID NOT TREAT FIRST-CLASS TRAVEL AS A TAXABLE FRINGE BENEFIT IN 2024. PART I, LINE 1B N/A FOR FIRST CLASS TRAVEL. PART I, LINES 4A-B NAME: MICHELLE MCMURRY-HEATH DESCRIPTION: SEVERANCE CURRENT YEAR AMOUNT: $264,130 PLAN DESCRIPTION: PAYMENTS MADE UPON SEPARATION OF SERVICE IN ACCORDANCE WITH AGREEMENT NAME: JOHN CROWLEY DESCRIPTION: 457(F) CONTRIBUTION WITH VESTING DATE OF DECEMBER 31, 2028 CURRENT YEAR AMOUNT: $331,148 PLAN DESCRIPTION: SECTION 457(F) DEFERRED COMPENSATION PLAN NAME: ELIZABETH CARTIER ESHAM DESCRIPTION: SEVERANCE CURRENT YEAR AMOUNT: $382,166 PLAN DESCRIPTION: PAYMENTS MADE UPON SEPARATION OF SERVICE IN ACCORDANCE WITH AGREEMENT NAME: RICHARD MASTERS DESCRIPTION: SEVERANCE CURRENT YEAR AMOUNT: $302,048 PLAN DESCRIPTION: PAYMENTS MADE UPON SEPARATION OF SERVICE IN ACCORDANCE WITH AGREEMENT NAME: JOHN MURPHY DESCRIPTION: SEVERANCE, CURRENT YEAR AMOUNT: $224,432 PLAN DESCRIPTION: PAYMENTS MADE UPON SEPARATION OF SERVICE IN ACCORDANCE WITH AGREEMENT SYLVIA WULF BIO DIRECTOR 195849 CONSULTING 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS SHALL DESIGNATE, BY RESOLUTION AND WITH A QUORUM PRESENT, NOT MORE THAN TWENTY-THREE (23) DIRECTORS OF THE BOARD TO ACT AS AN EXECUTIVE COMMITTEE (EC). THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE SEVEN (7) ELECTED OFFICERS OF THE ORGANIZATION; THE IMMEDIATE PAST CHAIR OF THE ORGANIZATION; THE VICE CHAIRS OF EACH SECTION'S GOVERNING BOARD; AND THE BALANCE BEING AT-LARGE DIRECTORS FROM THE FULL BOARD (FB). IF THE IMMEDIATE PAST CHAIR IS NO LONGER ELIGIBLE TO SERVE ON THE FB, AN ADDITIONAL AT-LARGE DIRECTOR FROM THE FB SHALL BE SELECTED FOR THE EC. THE EC SHALL HAVE, AND BE AUTHORIZED TO EXERCISE, ALL POWERS OF THE FB AS SET FORTH IN ARTICLE VI, SECTION 1(C) OF THE BYLAWS, EXCEPT THE POWER TO AMEND THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE ORGANIZATION; TO CHANGE THE SIZE OF THE BOARD; AND TO ELECT OR REMOVE, OR MAKE DETERMINATIONS AS TO THE COMPENSATION OF THE DIRECTORS AND OFFICERS WHO ARE NOT EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION SHALL BE DIVIDED INTO FOUR CLASSES; CORE MEMBERS, ASSOCIATE MEMBERS, AFFILIATE MEMBERS, AND CENTER MEMBERS, DEFINED AS FOLLOWS: (A) CORE MEMBERS: ANY CORPORATION, PARTNERSHIP, ASSOCIATION, OR OTHER ENTITY ORGANIZED FOR PROFIT, A SUBSTANTIAL PERCENTAGE OF WHOSE BUSINESS ACTIVITIES INVOLVE BIOTECHNOLOGY, GENOMICS, BIOINFORMATICS OR RELATED NEW TECHNOLOGIES, IS ELIGIBLE FOR MEMBERSHIP. CORE MEMBERS ARE THOSE ENTITIES THAT UTILIZE BIOTECHNOLOGY, GENOMICS, BIOINFORMATICS OR OTHER RELATED NEW TECHNOLOGIES IN RESEARCH, DEVELOPMENT, TESTING, MANUFACTURING, OR SALES OF PRODUCT OR INFORMATION, AS WELL AS OTHER FIRMS THE BOARD SO CHARACTERIZES AND PLACES IN THIS CATEGORY. CORE MEMBERS SHALL BE GROUPED IN THE FOLLOWING SUBCATEGORIES: (I) EMERGING COMPANIES, WHICH ARE FIRMS THAT EMPLOY FEWER THAN 350 PERSONS AND THAT DO NOT HAVE A THERAPEUTIC OR DIAGNOSTIC PRODUCT APPROVED FOR SALE IN THE U.S. MARKET; (II) ESTABLISHED FIRMS, WHICH ARE THOSE FIRMS THAT EMPLOY 350 OR MORE PERSONS OR THAT HAVE A THERAPEUTIC OR DIAGNOSTIC PRODUCT APPROVED FOR SALE IN THE U.S. MARKET; AND (III) LARGE FIRMS, WHICH ARE ESTABLISHED FIRMS THAT HAVE ANNUAL WORLDWIDE SALES OF BIOTECHNOLOGY PRODUCTS IN EXCESS OF $1.5 BILLION; AND (IV) NON-DOMESTIC COMPANIES, WHICH ARE CORE MEMBERS WITHOUT SIGNIFICANT OPERATIONS IN THE UNITED STATES OR SIGNIFICANT COLLABORATIONS WITH A U.S. ENTITY. (B) ASSOCIATE MEMBERS: ANY CORPORATION, PARTNERSHIP, ASSOCIATION, OR OTHER ENTITY ORGANIZED FOR PROFIT, A SUBSTANTIAL PORTION OF WHOSE ACTIVITIES INVOLVE PROVIDING SERVICES OR PRODUCTS OF BENEFIT TO COMPANIES WHOSE PRINCIPAL BUSINESS IS BIOTECHNOLOGY, IS ELIGIBLE FOR ASSOCIATE MEMBERSHIP. ASSOCIATE MEMBERS ARE THOSE COMMERCIAL ENTITIES WHICH DO NOT NECESSARILY UTILIZE BIOTECHNOLOGY; E.G. TECHNICAL SUPPORT, EQUIPMENT, CONSTRUCTION, ACCOUNTING, AND LAW FIRMS THAT SERVICE THE BIOTECHNOLOGY INDUSTRY, AS WELL AS OTHER FIRMS THAT THE BOARD CHARACTERIZES AND PLACES IN THIS CATEGORY. (C) AFFILIATE MEMBERS: ANY GOVERNMENTAL OR NONPROFIT ENTITY OR COUNTRY, STATE OR REGIONAL INDUSTRY, TRADE OR PROFESSIONAL ASSOCIATION WITH AN INTEREST IN, OR A MANDATE TO PROMOTE THE DEVELOPMENT OF, BIOTECHNOLOGY IS ELIGIBLE FOR AFFILIATE MEMBERSHIP. THERE SHALL BE NO SIZE TESTS APPLIED TO AFFILIATE MEMBER APPLICANTS. (D) CENTER MEMBERS: ANY INSTITUTION, NOT GENERALLY ELIGIBLE FOR CORE MEMBERSHIP THAT IS SPONSORED BY A STATE, REGION, OR ACADEMIC INSTITUTION AND WORKS IN SUPPORT OF COMMERCIAL BIOTECHNOLOGY MAY BE ELIGIBLE FOR CONSIDERATION AS A CENTER MEMBER. FORM 990, PART VI, SECTION A, LINE 7A AT ALL MEMBERSHIP MEETINGS OF THE ORGANIZATION, EACH CURRENT MEMBER SHALL HAVE ONE (1) VOTE AND MAY TAKE PART IN THE VOTING IN PERSON OR BY PROXY. FOR EACH SECTION IN WHICH THE MEMBER PARTICIPATES, EACH MEMBER SHALL HAVE THE RIGHT TO VOTE ON THE ELECTION OF DIRECTORS FOR THE SECTION GOVERNING BOARD, BUT SHALL HAVE NO OTHER VOTING RIGHTS EXCEPT ON MATTERS BROUGHT TO THE MEMBERSHIP BY ANY SUCH GOVERNING BOARD OR THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND RELATED SCHEDULES ARE PREPARED BY THE ORGANIZATION'S CERTIFIED PUBLIC ACCOUNTANTS WITH INFORMATION PROVIDED BY AND UNDER THE GUIDANCE OF THE CHIEF FINANCIAL OFFICER (CFO). THE CFO AND THE CONTROLLER THOROUGHLY REVIEW ALL CALCULATIONS AND SCHEDULES TO CONFIRM THEY REFLECT THE ACTUAL FINANCIAL RESULTS OF THE ORGANIZATION. THE COMPLETE FORM 990 IS THEN REVIEWED INTERNALLY BY THE CFO, AND CONTROLLER IN CONSULTATION WITH LEGAL COUNSEL AND, AS APPROPRIATE, FURTHER CONSULTATION WITH THE ORGANIZATION'S CERTIFIED PUBLIC ACCOUNTANTS. ALL REVIEWS ARE COMPLETED BEFORE THE FORM IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BIOTECHNOLOGY INNOVATION ORGANIZATION (BIO) TAKES SEVERAL STEPS TO ADDRESS COMPLIANCE BY KEY EMPLOYEES, OFFICERS AND DIRECTORS WITH ITS CONFLICTS OF INTEREST POLICY. BIO TRAINS ALL NEW EMPLOYEES AND DIRECTORS ON VARIOUS ASPECTS OF BIO'S COMPLIANCE PROGRAM, INCLUDING CONFLICTS OF INTEREST, AND BIO'S WRITTEN CONFLICTS OF INTEREST POLICY REQUIRES ALL EMPLOYEES TO DISCLOSE ANY OUTSIDE PERSONAL BUSINESS INTERESTS TO THEIR SUPERVISOR. BIO'S GENERAL COUNSEL REGULARLY ADVISES BIO'S EXECUTIVES AND SUPERVISORS ON SUCH MATTERS. BIO ALSO CONTRACTS WITH AN INDEPENDENT ORGANIZATION TO PROVIDE EMPLOYEES AND OTHERS WITH THE ABILITY TO FILE ANONYMOUS REPORTS CONCERNING THE VIOLATION OF ANY LAWS OR BIO POLICIES, INCLUDING ALLEGATIONS OF POTENTIAL CONFLICTS OF INTEREST, AND BIO HAS A PROCESS IN PLACE TO FOLLOW UP ON ANY SUCH COMPLAINTS IN A TIMELY AND THOROUGH MANNER. FURTHER, BIO UNDERTAKES A QUESTIONNAIRE SENT TO EACH DIRECTOR ON ITS BOARD OF DIRECTORS SEEKING DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTERESTS THEY MAY HAVE, OR THEIR FAMILY MEMBERS MAY HAVE, ASSOCIATED WITH BUSINESSES OR ORGANIZATIONS THAT DO BUSINESS WITH BIO. POTENTIAL CONFLICTS ARE MONITORED AND REVIEWED AT THE MANAGEMENT AND SENIOR MANAGEMENT LEVEL OF THE ORGANIZATION, AND DEPENDING ON THE CONFLICT, DETERMINATIONS MAY BE MADE AT THE BOARD OR SENIOR MANAGEMENT LEVEL. A CONFLICT AT THE BOARD LEVEL WILL NORMALLY RESULT IN RECUSAL OF THE INDIVIDUAL FROM PARTICIPATION OR ACTIVITIES WITH RESPECT TO THE RELEVANT SUBJECT MATTER. AT THE STAFF LEVEL, THE APPLICABLE BIO SUPERVISOR IS INFORMED OF THE POTENTIAL CONFLICT AND IS REQUIRED TO TAKE ALL APPROPRIATE STEPS TO ENSURE THAT THE INDIVIDUAL DOES NOT PARTICIPATE IN, OR RECEIVE CONFIDENTIAL INFORMATION RELATING TO, ANY BIO ACTIVITY RELATED TO THE SUBJECT MATTER OF THE CONFLICT, UP TO AND INCLUDING, WHERE APPROPRIATE, TERMINATION OF SUCH EMPLOYEE. FORM 990, PART VI, SECTION B, LINE 15 FOR 2024, THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) OF BIO (BIOTECHNOLOGY INNOVATION ORGANIZATION 52-1224577) WAS COMPENSATED PER THE TERMS OF A MULTI-YEAR CONTRACT THAT WAS DETERMINED WITH INDEPENDENT REVIEW, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION, AS INDICATED IN PRIOR FORM 990 SUBMISSIONS. IN ADDITION, BASED ON THE EXECUTIVE COMMITTEE'S EVALUATION OF THE PRESIDENT AND CEO'S PERFORMANCE FOR 2024, THE COMMITTEE DETERMINED THE APPROPRIATE AMOUNT FOR THE DISCRETIONARY COMPONENT OF COMPENSATION FOR THAT YEAR, IN ACCORDANCE WITH THE RELEVANT PROVISION OF THE EXECUTIVE AGREEMENT. WHEN DETERMINING THE COMPENSATION OF THE BIO PRESIDENT & CEO, BIO HAS USED AN EXPERT OUTSIDE CONSULTANT TO BENCHMARK COMPENSATION. COMPENSATION OFTEN INCLUDES MORE THAN JUST SALARY AND BONUS, AND TO THIS END, BIO USES AN EXPERT OUTSIDE LEGAL COUNSEL WHO HAS EXTENSIVE EXPERIENCE IN NEGOTIATING THE TERMS OF CONTRACTS FOR THE PRESIDENT & CEO OF TRADE ASSOCIATIONS IN DC OF SIMILAR SIZE TO BIO. DECISIONS REGARDING THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE NEGOTIATED INDIVIDUALLY AND ARE PERFORMANCE-BASED, IN ACCORDANCE WITH AN ANNUAL WRITTEN EVALUATION PROCESS THAT HAS BEEN ESTABLISHED FOR ALL EMPLOYEES OF THE ORGANIZATION. AN INDEPENDENT CONSULTANT PROVIDES COMPARATIVE BENCHMARKING SERVICES FOR SENIOR MANAGEMENT POSITIONS, AND OTHER INFORMATION ON COMPENSATION ISSUES, TRENDS, POLICIES, AND BEST PRACTICES FOR USE BY THE ORGANIZATION. THE ORGANIZATION ALSO HAS AN ESTABLISHED COMPENSATION POLICY FOR ALL OF ITS EMPLOYEES, WHICH SETS FORTH THE GENERAL PARAMETERS GOVERNING BIO'S COMPENSATION PRACTICES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTANTS 8,363,663. EDUCATION & TRAINING 117,395. TEMPORARY STAFF 932,576. SPECIAL INITIATIVES 1,600,624. RECRUITING 775,824.