2026-03-16T10:18:57-05:00 2025-06-30 450250958 EIDE BAILLY LLP 2950 E HARMONY RD STE 290 FORT COLLINS CO 805283429 990 2024-07-01 841326605 KEYSTONE SYMPOSIA ON MOLECULAR AND CELLULAR BIOLOGY KEYS 9702621230 160 HIGHWAY 6 201 SILVERTHORNE CO 80498 AMY GNOJEK CHIEF FINANCIAL OFFICER 9702621230 2026-03-11 1 1 KYLE FRITCH CPA P01313374 3039862454 2026-03-10 2024 2025-03-06 01:10:19Z JAMIE M BAUMGARTNER 160 HIGHWAY 6 201 SILVERTHORNE CO 80498 19132772 0 X WWW.KEYSTONESYMPOSIA.ORG X 1972 CO PROMOTION OF SCIENTIFIC EDUCATION 17 16 39 17 0 0 2055610 2192849 9183434 8607692 845859 560796 16900 10000 12101803 11371337 811573 569089 0 0 3773057 3985238 0 0 781243 7524956 8341549 12109586 12895876 -7783 -1524539 21614158 21867265 1796614 2505684 19817544 19361581 X KEYSTONE SYMPOSIA WILL SERVE AS A CATALYST FOR THE ADVANCEMENT OF BIOMEDICAL LIFE SCIENCES BY CONNECTING SCIENTISTS WITHIN AND ACROSS DISCIPLINES AT CONFERENCES AND WORKSHOPS HELD AT VENUES THAT CREATE AN ENVIRONMENT CONDUCIVE TO INFORMATION EXCHANGE. 0 0 8556266 569089 8607692 KEYSTONE SYMPOSIA SPONSORS AN ANNUAL SERIES OF CONFERENCES FOR THE SCIENTIFIC COMMUNITY, WHICH ARE INTERNATIONAL IN SCOPE AND FOCUS ON NEW AND EMERGING AREAS OF MOLECULAR AND CELLULAR BIOLOGY AS THEY APPLY TO BASIC BIOLOGY, HUMAN MEDICINE, AND AGRICULTURE. IN FY2025, THE KEYSTONE SYMPOSIA CONVENED 52 IN-PERSON CONFERENCES ACROSS THE GLOBE. FOR EACH MEETING, WE ADDITIONALLY OFFERED RECORDED ON-DEMAND CONTENT OF THE TALKS. IN ADDITION, KEYSTONE SYMPOSIA PROVIDED 314 SCHOLARSHIPS TO EARLY CAREER SCIENTISTS TO ATTEND MEETINGS AND PRESENT THEIR WORK. SEVERAL OF THE MEETINGS ALSO INCORPORATED A CAREER ROUNDTABLE. THESE WORKSHOPS PROVIDED CAREER ADVICE AND INSIGHT FROM DIVERSE(CONT'D ON SCH. O)CAREER PATHS FOR TRAINEES ASPIRING TO FOLLOW IN THEIR FOOTSTEPS. KEYSTONE SYMPOSIA PROVIDED 14 POSTDOCS AND EARLY-CAREER SCIENTISTS FROM DISADVANTAGE BACKGROUNDS AN OPPORTUNITY TO PARTICIPATE IN THE FELLOWS PROGRAM. THE PROGRAM AIMS TO ENHANCE CONFIDENCE, LEADERSHIP SKILLS, NETWORKING OPPORTUNITIES AND VISIBILITY OF FELLOWS WITHIN THE BIOLOGICAL AND BIOMEDICAL RESEARCH COMMUNITY. 8556266 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 39 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AR CO CA CT FL GA KS KY LA IL MA MD ME MI MN MS NH NM NC ND NY OH OR PA RI TN SC DC WA UT VA WV WI AZ MO NJ X X X AMY GNOJEK 9702621230 160 HIGHWAY 6 NO 201 SILVERTHORNE CO 80498 JAMIE M BAUMGARTNER PRESIDENT & CEO (FROM 7/24) 40.00 X X 154153 0 16912 WALTER H MOOS PHD CHAIR OF BOARD 5.00 X X 0 0 0 MARGARET A GOODELL PHD SECRETARY 3.00 X X 0 0 0 IAN M COLRAIN PHD TREASURER 3.00 X X 0 0 0 CHERIE L BUTTS PHD DIRECTOR 1.00 X 0 0 0 MORRIS J BIRNBAUM MD PHD DIRECTOR 1.00 X 0 0 0 NANCY J BROWN MD DIRECTOR 1.00 X 0 0 0 RICHARD D DIMARCHI PHD DIRECTOR 1.00 X 0 0 0 MARIA C FREIRE PHD DIRECTOR 1.00 X 0 0 0 MATTIAS FYRENIUS DIRECTOR 1.00 X 0 0 0 VERONIQUE KIERMER PHD DIRECTOR 1.00 X 0 0 0 TONY HUNTER PHD DIRECTOR 1.00 X 0 0 0 KIERSTEN STEAD PHD DIRECTOR 1.00 X 0 0 0 LORI SUSSEL PHD DIRECTOR 1.00 X 0 0 0 JOSEPH C WU MD PHD DIRECTOR 1.00 X 0 0 0 JULEEN R ZIERATH PHD DIRECTOR 1.00 X 0 0 0 DEBORAH L JOHNSON PHD PRESIDENT & CEO(THRU 9/24) 40.00 X X 359088 0 21600 MIKE PAGE DIRECTOR(FROM 1/25) 1.00 X 0 0 0 TERRY L SHEPPARD PHD EX-OFFICIO DIR/CHIEF SCIENCE OFFICER 40.00 X 251587 0 23563 PAMELA DAUGHERTY CHIEF FINANCIAL OFFICER 40.00 X 187551 0 38554 MINDA MASON SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 150269 0 19115 JOSH MAY DIRECTOR, TECHNOLOGY & COMM. 40.00 X 115536 0 17060 CHRIS HENRY DIRECTOR OF OPERATIONS 40.00 X 124930 0 7473 1343114 0 144277 7 0 1 0 EIDE BAILLY 7001 E BELLEVIEW AVE STE 700 DENVER CO 802372733 AUIDT/TAX/IT SERVICES 103071 1 269400 1923449 181450 2192849 REGISTRATION FEES 541700 8603969 8603969 3723 3723 8607692 623357 623357 7698874 7759547 1888 -60673 -1888 -62561 -62561 REBATES AND REWARDS 900099 10000 10000 10000 11371337 8607692 0 570796 343838 343838 225251 225251 1114840 260191 710317 144332 2198261 1063959 730744 403558 106532 47736 34878 23918 370854 205650 84427 80777 194751 121171 31320 42260 78209 78209 43777 43777 112795 112795 571343 248535 322808 352511 344365 8146 546509 73327 461073 12109 78684 61221 15459 2004 184651 45675 120641 18335 764203 719751 34808 9644 2790023 2658062 131961 64207 64207 21468 5792 13351 2325 45347 12235 28201 4911 SPEAKER TRAVEL STIPENDS 1379317 1379317 SPEAKER REGISTRATION FE 946160 946160 BAD DEBT 144631 138395 6236 STAFF RECRUITMENT 97889 85532 12357 119825 103258 16567 12895876 8556266 3558367 781243 1266941 1166530 1459801 864514 272827 182508 612245 475120 398946 357784 31254 41162 17078047 18402087 893043 735344 21614158 21867265 783569 1548942 118870 204960 894175 751782 1796614 2505684 X 17418421 17064934 2399123 2296647 19817544 19361581 21614158 21867265 X -1524539 904576 164000 X 0 1 X 1 0 X 2318692 3086490 3874577 2055610 2192849 13528218 2318692 3086490 3874577 2055610 2192849 13528218 1797480 11730738 415912 456810 507300 570465 623357 2573844 16102062 37251779 0.72850 0.72760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16998757 144423 1303791 197006 240529 102803 17906633 14954438 679704 1873568 136573 275299 97081 16998757 14329680 107599 848897 149967 91700 90071 14954438 14448589 1348279 -845148 3600 528707 89733 14329680 14109764 64500 2720555 2360919 85311 14448589 0.93720 0.05280 0.01000 0 0 100634 100294 340 298312 257490 40822 41162 OPERATING LEASE LIABILITIES 751782 751782 X 11355444 904576 193280 164000 1261856 10093588 112796 1164953 1277749 11371337 11809519 193280 193280 11616239 112796 1166841 1279637 12895876 PART V, LINE 4: SYMPOSIA HAS THREE ENDOWMENT FUNDS RESTRICTED BY DONORS TO PROVIDE SUPPORT FOR THE PROGRAM ENRICHMENT IN THE LIFE SCIENCE PROGRAM, TO CONDUCT ONE MEETING EACH YEAR ON A TOPIC RELATED TO CANCER IMMUNOTHERAPY, AND FOR SCHOLARSHIPS. THE ENDOWMENT INCLUDES ONLY DONOR RESTRICTED FUNDS, AS THE BOARD OF DIRECTORS HAS NOT DESIGNATED ANY NET ASSETS WITHOUT DONOR RESTRICTIONS TO FUNCTION AS ENDOWMENT. IN ADDITION, SYMPOSIA HAS SEVEN OTHER ENDOWMENT FUNDS RESTRICTED BY INDIVIDUAL DONORS TO PROVIDE SUPPORT FOR THE PROGRAM ENRICHMENT IN THE LIFE SCIENCE PROGRAM, MEETING SUPPORT FOR TOPICS ON CANCER IMMUNOTHERAPY, SUPPORT TO FUND KEYNOTE LECTURES IN EMERGING TOPICS IN MEMBRANES AND LIPIDS, TRAVEL STIPENDS FOR A STUDENT OR POSTDOC FROM KENYA TO ATTEND A KEYSTONE SYMPOSIA MEETING IN PERSON OR VIRTUALLY AND ANOTHER FOR UNRESTRICTED GENERAL OPERATING SUPPORT. PART X, LINE 2: SYMPOSIA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. SYMPOSIA WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECOVERED UNCOLLECTABLE PROMISES TO GIVE 164,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP TRAVEL STIPENDS NETTED WITH INCOME ON THE FINANCIALS 1,166,841. LOSS ON THE DISPOSAL OF PROPERTY AND EQUIPMENT -1,888. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP TRAVEL STIPENDS NETTED WITH INCOME ON THE FINANCIALS 1,166,841. 1 EAST ASIA AND THE PACIFIC 0 0 REGISTRATION AND TRAVEL STIPENDS REGISTRATION AND TRAVEL STIPENDS 39069 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 REGISTRATION AND TRAVEL STIPENDS REGISTRATION AND TRAVEL STIPENDS 105757 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 REGISTRATION AND TRAVEL STIPENDS REGISTRATION AND TRAVEL STIPENDS 6000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 REGISTRATION AND TRAVEL STIPENDS REGISTRATION AND TRAVEL STIPENDS 27547 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 REGISTRATION AND TRAVEL STIPENDS REGISTRATION AND TRAVEL STIPENDS 15214 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 REGISTRATION AND TRAVEL STIPENDS REGISTRATION AND TRAVEL STIPENDS 13463 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 REGISTRATION AND TRAVEL STIPENDS REGISTRATION AND TRAVEL STIPENDS 18201 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES SCIENTIFIC CONFERENCE (1) 455394 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES SCIENTIFIC CONFERENCE (4) 1357646 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 SCIENTIFIC CONFERENCE (1) 275705 0 0 0 0 0 0 680645 1633351 2313996 REGISTRATION AND TRAVEL STIPENDS EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 32 39069 CHECK OR WIRE REGISTRATION AND TRAVEL STIPENDS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 89 105757 CHECK OR WIRE REGISTRATION AND TRAVEL STIPENDS MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 5 6000 CHECK OR WIRE REGISTRATION AND TRAVEL STIPENDS NORTH AMERICA - CANADA AND MEXICO, BUT BUT NOT THE UNITED STATES 23 27547 CHECK OR WIRE REGISTRATION AND TRAVEL STIPENDS SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 12 15214 CHECK OR WIRE REGISTRATION AND TRAVEL STIPENDS SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 11 13463 CHECK OR WIRE REGISTRATION AND TRAVEL STIPENDS SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, 15 18201 CHECK OR WIRE 0 0 0 0 0 0 PART I, LINE 2: SCHOLARSHIPS COVERING THE COSTS OF SYMPOSIA REGISTRATION AND TRAVEL STIPENDS FOR ELIGIBLE STUDENTS AND POSTDOCS ARE AWARDED ON A FIRST COME, FIRST SERVE BASIS UNTIL AVAILABLE FUNDING IS EXHAUSTED. 1 SCHOLARSHIP TRAVEL STIPENDS 292 343838 PART I, LINE 2: SCHOLARSHIPS COVERING THE COST OF SYMPOSIA REGISTRATION AND TRAVEL STIPENDS FOR ELIGIBLE STUDENTS AND POSTDOCS ARE AWARDED ON A FIRST COME, FIRST SERVE BASIS UNTIL AVAILABLE FUNDING IS EXHAUSTED. X X X X X 0 0 0 1 0 0 0 1 0 DEBORAH L JOHNSON PHD PRESIDENT & CEO(THRU 9/24) 344088 0 15000 0 0 0 10097 0 12267 0 381452 0 0 0 TERRY L SHEPPARD PHD EX-OFFICIO DIR/CHIEF SCIENCE OFFICER 251587 0 0 0 0 0 15444 0 9451 0 276482 0 0 0 PAMELA DAUGHERTY CHIEF FINANCIAL OFFICER 187551 0 0 0 0 0 11992 0 27883 0 227426 0 0 0 JAMIE M BAUMGARTNER PRESIDENT & CEO (FROM 7/24) 154153 0 0 0 0 0 7269 0 10309 0 171731 0 0 0 MINDA MASON SENIOR DIRECTOR OF DEVELOPMENT 150269 0 0 0 0 0 9073 0 11178 0 170520 0 0 0 PART I, LINE 5 THE CEO WAS PROVIDED WITH OPPORTUNITY TO RECEIVE A BONUS BASED ON THE FINANCIAL PERFORMANCE OF THE ORGANIZATION. PERFORMANCE-BASED COMPENSATION OF $15,000 WAS PAID TO THE PRIOR CEO AND $60,000 WAS ACCRUED TO THE CURRENT DURING FISCAL PERIOD ENDING JUNE 30, 2025. IN DETERMINING WHETHER THE CEO IS TO RECEIVE A BONUS AND IN DETERMINING THE AMOUNT OF THE BONUS, THE BOARD, IN ITS SOLE DISCRETION, MAY CONSIDER FACTORS THAT INCREASE KEYSTONE'S DESIRED IMPACT AND FINANCIAL PERFORMANCE. PART I, LINE 7 THE ORGANIZATION ANNUALLY REVIEWS THE PERFORMANCE OF ITS EMPLOYEES TO DETERMINE IF ADDITIONAL COMPENSATION IN THE FORM OF MERIT INCREASES WILL BE PAID. DURING CALENDAR YEAR ENDING DECEMBER 31, 2024, MERIT INCREASES WERE AWARDED BASED ON REVIEW OF EACH INDIVIDUAL'S PERFORMANCE AND SERVICES TO THE ORGANIZATION. X TRAVEL STIPENDS 102 181480 COST OR SELLING PRIC 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE TOTAL NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE COMPRISED OF THE BOARD CHAIR, THE TREASURER, THE SECRETARY, AND THE CHIEF EXECUTIVE OFFICER. IF THE EXECUTIVE COMMITTEE SO DESIRES, IT MAY ALSO HAVE ONE ADDITIONAL VOTING MEMBER PRIMARILY RESPONSIBLE FOR (I) RECOMMENDING TO THE COMMITTEE CANDIDATES TO BE NOMINATED FOR ELECTION OR REELECTION AS DIRECTORS; (II) RECOMMENDING TO THE CHAIR INDIVIDUALS FOR APPOINTMENT AS NON-BOARD MEMBERS TO SERVE AS NONVOTING MEMBERS OF BOARD COMMITTEES; (III) ORIENTING NEW DIRECTORS AND BOARD COMMITTEE MEMBERS; (IV) BOARD EDUCATION, AND; (V) RECOMMENDING TO THE COMMITTEE BOARD GOVERNANCE POLIICES. THE EXECUTIVE COMMITTEE SHALL HAVE ALL OF THE AUTHORITY OF THE BOARD OF DIRECTORS TO ACT ON BEHALF OF THE BOARD BETWEEN MEETINGS OF THE BOARD EXCEPT AS PROHIBITED BY STATUTE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS, OFFICERS, AND EMPLOYEES OF THE ORGANIZATION. THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST IS REVIEWED BY THE BOARD OF DIRECTORS AND CHIEF EXECUTIVE OFFICER SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. IF CONFLICTS ARE DETERMINED, THE PERSON WITH THE CONFLICT IS EXCLUDED FROM THE MEETING/DECISION AND WILL REFRAIN FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS REVIEWED ON AN ANNUAL BASIS BY THE CHAIRMAN OF THE BOARD AND THE FULL EXECUTIVE COMMITTEE IN CONSULTATION WITH THE CHAIR OF THE PERSONNEL COMMITTEE. COMPARABILITY DATA FROM THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES AND GUIDESTAR IS USED IN THE DETERMINATION OF COMPENSATION AMOUNTS. THE CHIEF EXECUTIVE OFFICER REVIEWS THE COMPENSATION AMOUNTS FOR ALL OTHER STAFF MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, FORM 1023, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE PROMISES TO GIVE 164,000. FORM 990, PART I, LINE 5, PART V, LINE 2A, PART VII AND PART IX: KEYSTONE SYMPOSIA ON MOLECULAR AND CELLULAR BIOLOGY HAS A CLIENT SERVICE AGREEMENT WITH INTANDEM HUMAN RESOURCES, LLC, AN UNRELATED ORGANIZATIONS. INTANDEM HUMAN RESOURCES, LLC IS A PROFESSIONAL EMPLOYER ORGANIZATIONS (PEO). AS A RESULT, THE PEO IS THE EMPLOYER FOR THE PURPOSES OF PAYING WAGES AND BENEFITS. THE PEO REMITS ALL TAXES AND FILES ALL RETURNS UNDER THEIR NAMES AND EMPLOYER IDENTIFICATION NUMBERS. THE SALARY, BENEFITS, AND PAYROLL TAX EXPENSES SHOWN ON LINE 5,7,AND 9 OF PART IX REPRESENT AMOUNTS PAID BY THE PEOS AS PART OF THE CLIENT SERVICE AGREEMENT. IN ADDITION, KEYSTONE SYMPOSIA ON MOLECULAR AND CELLULAR BIOLOGY IS REPORTING PAID EMPLOYEES ON FORM 990, PART V, LINE 2A BECAUSE OF THE RELATIONSHIP WITH THE PEO AS STATED ABOVE.