2024-11-05T10:47:44-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2023-01-01 521224577 BIOTECHNOLOGY INNOVATION ORGANIZATION BIOT 2029629200 1201 NEW YORK AVE NW NO 1300 WASHINGTON DC 20005 STEPHEN JASKO CFO & EVP OF BUSN DEVELOPMENT 2029629200 2024-10-30 1 0 LAURA J KENNEY P00202198 6177170831 2024-10-29 2023 2024-10-15 13:58:12Z JOHN CROWLEY 1201 NEW YORK AVE NW NO 1300 WASHINGTON DC 20005 119913579 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. 87 87 181 107 54700 40945 874632 0 77932917 93460509 3416988 2221609 20960638 18086391 103185175 113768509 711285 1534902 0 0 33487118 39078972 0 0 0 52145707 51016290 86344110 91630164 16841065 22138345 124412600 156639347 73648403 79279320 50764197 77360027 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 BUSINES DEVELOPMENT EXECUTIVES.THE BIO INTERNATIONAL CONVENTION ATTRACTS THE MOST INFLUENTIAL BIOTECH AND PHARMA ATTENDEES FROM 73 COUNTRIES AND 47 U.S. STATES, AS WELL AS THE DISTRICT OF COLUMBIA, PUERTO RICO AND THE US VIRGIN ISLANDS 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 0 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 156 0 1 181 1 1 1 1 IN 0 0 0 0 1 0 X 87 87 0 0 1 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X STEPHEN JASKO 2029629200 1201 NEW YORK AVE NW STE 1300 WASHINGTON DC 20005 GRACE E COLON EMERGING COMPANIES SECT. VICE CHAIR 2.00 X X 0 0 0 JOHN F CROWLEY HEALTH SECTION VICE CHAIR 2.00 X X 0 0 0 PAUL J HASTINGS IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 ELIZABETH LEWIS ASSOCIATE VICE CHAIR & SECRETARY 2.00 X X 0 0 0 TED W LOVE CHAIR 2.00 X X 0 0 0 ANNA RATH AGRICULTURE & ENVIRONMENT SECT CHAIR 2.00 X X 0 0 0 DUANE J SIMPSON AGRICULTURE & ENVIRONMENT VICE CHAIR 2.00 X X 0 0 0 ERIKA SMITH EMERGING COMPANIES SECTION CHAIR 2.00 X X 0 0 0 SYLVIA WULF AGRICULTURE & ENVIRONMENT SECT CHAIR 2.00 X X 0 0 0 BRADFORD A ZAKES TREASURER 2.00 X X 0 0 0 ANGELA CARISA AILLONI DIRECTOR 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 SULAGNA BHATTACHARYA DIRECTOR 2.00 X 0 0 0 JEAN-JACQUES BIENAIME DIRECTOR (UNTIL DECEMBER 2023) 2.00 X 0 0 0 FRITZ BITTENBENDER DIRECTOR 2.00 X 0 0 0 ROBERT BLUM DIRECTOR 2.00 X 0 0 0 CHRISTOPHER BOERNER DIRECTOR (UNTIL JUNE 2023) 2.00 X 0 0 0 CARRIE L BOURDOW DIRECTOR 2.00 X 0 0 0 CARINE BOUSTANY DIRECTOR 2.00 X 0 0 0 STEPHEN BRADY DIRECTOR 2.00 X 0 0 0 VICTOR BULTO DIRECTOR 2.00 X 0 0 0 EMMANUEL CAEYMAEX DIRECTOR (UNTIL DECEMBER 2023) 2.00 X 0 0 0 PABLO J CAGNONI DIRECTOR (UNTIL OCTOBER 2023) 2.00 X 0 0 0 KAY CHANDLER DIRECTOR (UNTIL DECEMBER 2023) 2.00 X 0 0 0 IVAN CHEUNG DIRECTOR (UNTIL SEPTEMBER 2023) 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 2.00 X 0 0 0 BRUCE C COZADD DIRECTOR 2.00 X 0 0 0 ROGER CRYSTAL DIRECTOR (UNTIL JUNE 2023) 2.00 X 0 0 0 DOUGLAS DOERFLER DIRECTOR (UNTIL DECEMBER 2023) 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 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 2.00 X 0 0 0 CEDRIC FRANCOIS DIRECTOR 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 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 STEVEN HARR DIRECTOR 2.00 X 0 0 0 RACHEL HAURWITZ DIRECTOR 2.00 X 0 0 0 JENNIFER HOLMGREN 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 PATRIK JONSSON DIRECTOR 2.00 X 0 0 0 ALEX KARNAL DIRECTOR (UNTIL OCTOBER 2023) 2.00 X 0 0 0 DAVID KETTNER DIRECTOR 2.00 X 0 0 0 SCOTT KOENIG DIRECTOR 2.00 X 0 0 0 SAMARTH KULKARNI DIRECTOR (UNTIL MAY 2023) 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 2.00 X 0 0 0 AAMIR MALIK DIRECTOR (UNTIL DECEMBER 2023) 2.00 X 0 0 0 ANTHONY MANCINI DIRECTOR 2.00 X 0 0 0 MAYA MARTINEZ-DAVIS DIRECTOR 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 ROCCO MORELLI DIRECTOR 2.00 X 0 0 0 MICHAEL M MORRISSEY DIRECTOR 2.00 X 0 0 0 MICHAEL NARACHI DIRECTOR (UNTIL FEBRUARY 2023) 2.00 X 0 0 0 AMIR NASHAT DIRECTOR 2.00 X 0 0 0 WILLIAM J NEWELL 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 2.00 X 0 0 0 JULIA OWENS DIRECTOR 2.00 X 0 0 0 JOHN V OYLER DIRECTOR 2.00 X 0 0 0 CINDY PERETTIE DIRECTOR 2.00 X 0 0 0 ADELENE Q PERKINS DIRECTOR (UNTIL OCTOBER 2023) 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 2.00 X 0 0 0 MIKE G RAAB DIRECTOR 2.00 X 0 0 0 ELENA RICE DIRECTOR (UNTIL DECEMBER 2023) 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 2.00 X 0 0 0 HAROUT SEMERJIAN DIRECTOR 2.00 X 0 0 0 CHRISTI SHAW DIRECTOR (UNTIL MARCH 2023) 2.00 X 0 0 0 JEFFREY SHERMAN DIRECTOR (UNTIL OCTOBER 2023) 2.00 X 0 0 0 BILL SIBOLD DIRECTOR (UNTIL SEPTEMBER 2023) 2.00 X 0 0 0 NANCY SIMONIAN 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FOUNDATION INC 4400 UNIVERSITY DRIVE MSN 1A3 ARLINGTON VA 22030 541603842 501(C)(3) 20000 0 CONTRIBUTION HAWAII CROP IMPROVEMENT ASSOCIATION PO BOX 3717 LIHNE HI 96766 990258882 501(C)(6) 27500 0 SPONSORSHIP HUMBOLDT STORAGE & MOVING 100 NEW BOSTON DRIVE CANTON MA 02021 041375440 0 31485 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR ILLINOIS BIOTECHNOLOGY INNOVATION ORGANIZATION (IBIO) DBA IBIO 400 N ABERDEEN ST SUITE 900 CHICAGO IL 60642 364225980 501(C)(6) 25000 2758 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO STATE AFFILIATE INDIANA HEALTH INDUSTRY FORUM INC 429 E VERMONT STREET SUITE 304 INDIANAPOLIS IN 46202 351955274 501(C)(6) 4000 2758 FMV BIO ASSOCIATE MEMBERSHIP CONTRIBUTION AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO STATE AFFILIATE IOWA BIOTECHNOLOGY ASSOCIATION 500 E COURT AVE SUITE 112 DES MOINES IA 50309 391885797 501(C)(6) 5000 2758 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO STATE AFFILIATE LIFE SCIENCE WASHINGTON 1551 EASTLAKE AVE E SUITE 300 SEATTLE WA 98102 911453398 501(C)(6) 7500 2758 FMV BIO ASSOCIATE MEMBERSHIP CONTRIBUTION AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO STATE AFFILIATE LIFE SCIENCES PENNSYLVANIA 650 EAST SWEDESFORD RD SUITE 190 WAYNE PA 19087 251621500 501(C)(6) 9510 2758 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO STATE AFFILIATE LUPUS FOUNDATION OF AMERICA INC 2121 K STREET NW SUITE 200 WASHINGTON DC 20037 431131436 501(C)(3) 7500 0 CONTRIBUTION MARYLAND TECHNOLOGY COUNCIL INC 9841 WASHINGTONIAN BLVD SUITE 200 GAITHERSBURG MD 20878 204950778 501(C)(6) 15000 2758 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO STATE AFFILIATE MISSOURI BIOTECHNOLOGY ASSOCIATION 428 EAST CAPITAL AVE JEFFERSON CITY MO 65102 431908699 501(C)(6) 5000 2758 FMV BIO ASSOCIATE MEMBERSHIP CONTRIBUTION AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO STATE AFFILIATE MONTANA BIOSCIENCE ALLIANCE P O BOX 1773 BILLINGS MT 59101 833119423 501(C)(6) 15000 2758 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO STATE AFFILIATE NATIONAL HEALTH COUNCIL INC 1730 M STREET NW SUITE 500 WASHINGTON DC 200364561 131624107 501(C)(3) 124500 0 SPONSORSHIP NATIONAL PSORIASIS FOUNDATION 6600 SW 92ND AVE SUITE 300 PORTLAND OR 97223 930571472 501(C)(3) 5750 0 CONTRIBUTION AND SPONSORSHIP NEW YORK BIOTECHNOLOGY ASSOC 25 HEALTH SCIENCES DR SUITE 203 STONY BROOK NY 11790 113026494 501(C)(6) 10000 2758 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO STATE AFFILIATE NIKON INSTRUMENTS 1300 WALT WHITMAN ROAD MELVILLE NY 11747 113554845 0 31485 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR NORTH CAROLINA LIFE SCIENCES ORGANIZATION PO BOX 14354 RESEARCH TRIANGLE PARK NC 27709 561880780 501(C)(6) 8375 2758 FMV BIO ASSOCIATE MEMBERSHIP CONTRIBUTION, SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO STATE AFFILIATE ODP BUSINESS SOLUTIONS 6600 NORTH MILITARY TRAIL SUITE 900 BOCA RATON FL 33496 862161688 0 31485 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR OHIO LIFE SCIENCES ASSOCIATION 1275 KINNEAR RD COLUMBUS OH 43212 920273822 501(C)(6) 5000 2758 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO STATE AFFILIATE OREGON BIOSCIENCE ASSOC 2828 SW CORBETT AVE SUITE 115 PORTLAND OR 97201 931009329 501(C)(6) 4000 2758 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO STATE AFFILIATE PSC BIOTECH CORPORATION 700 CORPORATE CENTER DRIVE POMONA CA 91768 582239335 0 31485 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSYLVANIA AVE NW WASHINGTON DC 20006 113655877 527 10000 0 SPONSORSHIP REPUBLICAN STATE LEADERSHIP COMMITTEE 1201 F ST NW SUITE 675 WASHINGTON DC 20004 050532524 527 25000 0 SPONSORSHIP SHAKESPEARE THEATRE COMPANY (STC) DBA SHAKESPEARE THEATRE COMPANY ATTN DEV OPERATIONS 516 8TH ST SE WASHINGTON DC 20003 521405988 501(C)(3) 25000 0 CONTRIBUTION AND SPONSORSHIP SHAREVAULT 16795 LARK AVENUE SUITE 210 LOS GATOS CA 95032 562407915 0 22571 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR TEXAS HEALTHCARE & BIOSCIENCE INSTITUTE (THBI) 807 BRAZOS STREET SUITE 607 AUSTIN TX 78701 760501034 501(C)(6) 12000 2758 FMV BIO ASSOCIATE MEMBERSHIP SPONSORSHIP AND COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO STATE AFFILIATE THE ARTHRITIS FOUNDATION INC 1355 PEACHTREE ST NE SUITE 600 ATLANTA GA 30309 581341679 501(C)(3) 15000 0 SPONSORSHIP THE GLOBAL WOMEN'S INNOVATION NETWORK (GLOBALWIN) 233 PENNSYLVANIA AVENUE SE 2ND FLOOR WASHINGTON DC 20003 271428117 501(C)(3) 25000 0 CONTRIBUTION THE GOVERNING MAJORITY EDUCATION FUND 606 W WISCONSIN AVE 1202 MILWAUKEE WI 53203 850549304 501(C)(4) 25000 0 CONTRIBUTION THE WILLIAM E PROUDFORD SICKLE CELL FUND INC 445 BANK LANE UNIT 979 DOVER DE 19904 810679590 501(C)(3) 10000 0 SPONSORSHIP UNIFIRST 68 JONSPIN ROAD WILMINGTON MA 01887 042103460 0 31485 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR UNITED SPINAL ASSOCIATION INC 120-34 QUEENS BLVD SUITE 320 KEW GARDENS NY 11415 135612621 501(C)(3) 10000 0 SPONSORSHIP UPS 55 GLENLAKE PARKWAY NE ATLANTA GA 30328 582480149 0 31485 FMV BIO ASSOCIATE MEMBERSHIP COMPLIMENTARY ASSOCIATE MEMBERSHIP OF BIO BBS VENDOR WASHINGTON LEGAL FOUNDATION 2009 MASSACHUSETTS AVE NW WASHINGTON DC 20036 521071570 501(C)(3) 20000 0 CONTRIBUTION WOMEN IN BIO INC PO BOX 97900 PITTSBURGH PA 15227 030458239 501(C)(3) 15000 0 SPONSORSHIP WOMEN OF COLOR IN PHARMA PO BOX 6172 SOMERSET NJ 08873 813871261 501(C)(6) 11150 0 SPONSORSHIP 17 43 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 MICHELLE MCMURRY-HEATH FORMER PRESIDENT AND CEO 205123 0 0 0 1642998 0 1049 0 5473 0 1854643 0 450000 0 RACHEL K KING INTERIM PRESIDENT AND CEO 1267480 0 0 0 0 0 33477 0 31195 0 1332152 0 0 0 RICHARD MASTERS CHIEF PUBLIC AFFAIRS & MARKETING OFF 589123 0 172500 0 0 0 42627 0 42720 0 846970 0 0 0 NICHOLAS SHIPLEY CHIEF ADVOCACY OFFICER 586321 0 172500 0 0 0 37898 0 42499 0 839218 0 0 0 STEPHEN JASKO CHIEF FINANCIAL OFFICER, EVP BUSINES 538992 0 207052 0 0 0 42627 0 43946 0 832617 0 0 0 ELIZABETH ESHAM CHIEF SCIENCE OFFICER 551720 0 185553 0 0 0 41124 0 15788 0 794185 0 0 0 PETER MCHUGH CHIEF LEGAL OFFICER 499884 0 165247 0 0 0 42627 0 46020 0 753778 0 0 0 JOHN MURPHY CHIEF POLICY OFFICER 426453 0 124500 0 0 0 42627 0 44977 0 638557 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 2023. PART I, LINES 4A-B IN 2023, MICHELLE MCMURRY-HEATH RECEIVED $1,002,820 IN SEPARATION PAYMENTS, AND $639,212 FROM HER NONQUALIFIED DEFERRED COMPENSATION PLAN. 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 4 THE BIO BOARD OF DIRECTORS APPROVED CHANGES TO BIO'S BYLAWS THAT DELEGATE GOVERNANCE AND DECISION-MAKING AUTHORITY FROM THE FULL BOARD OF DIRECTORS TO THE BOARD'S EXECUTIVE COMMITTEE. THE BIO BOARD OF DIRECTORS ALSO MADE CHANGES TO SIMPLIFY AND CLARIFY BIO'S BYLAWS, INCLUDING TERM LIMITS FOR CERTAIN DIRECTORS, RESPONSIBILITIES FOR THE TREASURER AND CHIEF FINANCIAL OFFICER, AND THE ROLES OF WORK GROUPS AND COMMITTEES IN BIO. 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 2023, 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 2023, 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 2023. 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 6,772,604. EDUCATION & TRAINING 79,665. TEMPORARY STAFF 723,850. SPECIAL INITIATIVES 1,223,023. RECRUITING 1,004,255.