2021-11-13T13:36:51-06:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2020-01-01 521224577 BIOTECHNOLOGY INNOVATION ORGANIZATION BIOT 2029629200 1201 MARYLAND AVE SW NO 900 WASHINGTON DC 20024 STEPHEN JASKO CFO 2029629200 2021-11-12 1 STEPHEN JASKO XXX-XX-XXXX AMY CHAPMAN P00843460 5712279500 2021-11-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MICHELLE MCMURRY-HEATH 1201 MARYLAND AVE SW NO 900 WASHINGTON DC 20024 102100535 0 X WWW.BIO.ORG X 1993 DC SUPPORT THE BIOTECHNOLOGY INDUSTRY AND TO EXPAND THE BOUNDARIES OF SCIENCE TO BENEFIT MANKIND. 106 106 214 123 788005 43972 0 0 75437314 41958016 3168579 6102556 13831376 29218945 92437269 77279517 3162700 2976500 0 0 39303857 40492059 0 0 0 53724995 38376099 96191552 81844658 -3754283 -4565141 84368104 76544473 36733362 32801999 47634742 43742474 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 FOUR 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 IN 2020 ARE LISTED BELOW: - SAFEGUARDED AND ADVANCED INTELLECTUAL PROPERTY PROTECTIONS, DOMESTICALLY AND INTERNATIONALLY.- FOSTERED A DIALOGUE ABOUT BIOETHICS AND PROACTIVELY ADVANCED 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 2020 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.THE EMERGING COMPANIES SECTION 2020 ADVOCACY ACCOMPLISHMENTS: - ADVANCED THE INTEREST OF EMERGING COMPANIES IN CAPITAL FORMATION AND FINANCIAL SERVICES POLICY.- ADVOCATED FOR TAX POLICIES SUPPORTING INNOVATIVE EMERGING COMPANIES AND INVESTMENT IN GROUNDBREAKING R&D; ENHANCED THE VOICE OF PRE-REVENUE, R&D-INTENSIVE BUSINESSES IN THE TAX REFORM DEBATE.- ADVOCATED FOR THE REMOVAL OF BURDENSOME FINANCIAL REPORTING REGULATIONS ON EMERGING COMPANIES.THE FOOD & AGRICULTURE SECTION 2020 ADVOCACY ACCOMPLISHMENTS: - WORKED WITH THE ADMINISTRATION AND CONGRESS TO ADVANCE IMPROVEMENTS TO THE U.S. AND GLOBAL REGULATORY SYSTEMS FOR AG-BIOTECH PRODUCTS. - WORKED WITH MEMBERS OF THE AGRICULTURAL VALUE CHAIN TO ADDRESS TRADE ISSUES IN AGRICULTURAL EXPORT MARKETS SUCH AS CHINA AND EUROPE. - ADVOCATED IN LEGISLATURES AND COURTS TO PRESERVE THE RIGHTS OF FARMERS TO PLANT GENETICALLY ENGINEERED CROPS. THE INDUSTRIAL & ENVIRONMENTAL SECTION 2020 ADVOCACY ACCOMPLISHMENTS: - SUPPORTED A RENEWABLE CHEMICALS REPORT.- ADVOCATED FOR EPA TO TREAT ALL SUSTAINABLY SOURCED BIOMASS AS ELIGIBLE MEASURES FOR EMISSIONS REDUCTION CREDIT (ERC) GENERATION. - ADVOCATED REGARDING THE IMPLEMENTATION OF THE TOXIC SUBSTANCES CONTROL ACT (TSCA) AS AMENDED BY CONGRESS, AS WELL AS ISSUES RELATING TO THE NATIONAL BIOENGINEERED FOOD DISCLOSURE ACT.- ENGAGED WITH THE ADMINISTRATION'S REVIEW OF THE COORDINATED FRAMEWORK FOR BIOTECHNOLOGY, INCLUDING WITH RESPECT TO THE REGULATION OF GENETICALLY ENGINEERED (GE) ALGAE. SERVICES: BIO'S SERVICES INCLUDE CONFERENCES AND ACTIVITIES THAT BRING 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 76 COUNTRIES AND 48 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 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 143 0 214 1 1 1 1 IN 0 0 0 0 1 0 X 106 106 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 DC X STEPHEN JASKO 2029629200 1201 MARYLAND AVENUE SW SUITE 990 WASHINGTON DC 20024 BRADFORD ZAKES TREASURER 2.00 X X 0 0 0 STEVE ALBERS DIRECTOR 2.00 X 0 0 0 BONNIE ANDERSON DIRECTOR 2.00 X 0 0 0 STUART ARBUCKLE DIRECTOR 2.00 X 0 0 0 MARTIN BABLER DIRECTOR 2.00 X 0 0 0 DUANE BARNES DIRECTOR 2.00 X 0 0 0 LAURA BEREZIN DIRECTOR 2.00 X 0 0 0 DOUG BERVEN DIRECTOR 2.00 X 0 0 0 JEAN-JACQUES BIENAIME DIRECTOR 2.00 X 0 0 0 CHRISTOPHER BOERNER DIRECTOR 2.00 X 0 0 0 CHRISTOPHE BOURDON DIRECTOR 2.00 X 0 0 0 CARRIE BOURDOW DIRECTOR 2.00 X 0 0 0 BRIAN BRAZEAU DIRECTOR 2.00 X 0 0 0 IVAN CHEUNG DIRECTOR 2.00 X 0 0 0 MEENU CHHABRA DIRECTOR 2.00 X 0 0 0 JEFFREY CLELAND DIRECTOR 2.00 X 0 0 0 RON COHEN DIRECTOR 2.00 X 0 0 0 BRUCE COZADD DIRECTOR 2.00 X 0 0 0 JOHN CROWLEY DIRECTOR 2.00 X 0 0 0 ROGER CRYSTAL DIRECTOR 2.00 X 0 0 0 BASSIL DAHIYAT DIRECTOR (UNTIL 2/20) 2.00 X 0 0 0 DOUGLAS DOERFLER DIRECTOR 2.00 X 0 0 0 MARK DROZDOWSKI DIRECTOR 2.00 X 0 0 0 ERIC DUBE DIRECTOR 2.00 X 0 0 0 MARK ENYEDY DIRECTOR 2.00 X 0 0 0 BARRY FLANNELLY DIRECTOR 2.00 X 0 0 0 ALEXANDRIA FORBES DIRECTOR 2.00 X 0 0 0 CEDRIC FRANCOIS DIRECTOR 2.00 X 0 0 0 JULIE GERBERDING SECRETARY 2.00 X X 0 0 0 KEVIN GORMAN DIRECTOR 2.00 X 0 0 0 JUSTIN GOVER DIRECTOR 2.00 X 0 0 0 PATRICK GRUBER DIRECTOR 2.00 X 0 0 0 CHIRFI GUINDO DIRECTOR 2.00 X 0 0 0 SHEILA GUJRATHI DIRECTOR (UNTIL 12/20) 2.00 X 0 0 0 SEBASTIAN GUTH DIRECTOR 2.00 X 0 0 0 ALEXANDER HARDY DIRECTOR (UNTIL 12/20) 2.00 X 0 0 0 STEVEN HARR DIRECTOR 2.00 X 0 0 0 PAUL HASTINGS DIRECTOR 2.00 X 0 0 0 RACHEL HAURWITZ DIRECTOR 2.00 X 0 0 0 CHRISTOPHER HEALEY DIRECTOR 2.00 X 0 0 0 RUSSELL HERNDON DIRECTOR 2.00 X 0 0 0 JENNIFER HOLMGREN DIRECTOR 2.00 X 0 0 0 SCOTT HOLMSTROM DIRECTOR 2.00 X 0 0 0 ALEX KARNAL DIRECTOR 2.00 X 0 0 0 DAVID KETTNER DIRECTOR 2.00 X 0 0 0 JEFF KINDLER DIRECTOR 2.00 X 0 0 0 RACHEL KING DIRECTOR 2.00 X 0 0 0 SCOTT KOENIG DIRECTOR 2.00 X 0 0 0 SAMARTH KULKARNI DIRECTOR 2.00 X 0 0 0 JOSEPH LAROSA DIRECTOR 2.00 X 0 0 0 JOHN LEPORE DIRECTOR 2.00 X 0 0 0 NICK LESCHLY DIRECTOR 2.00 X 0 0 0 JEREMY LEVIN CHAIR 2.00 X X 0 0 0 LIZ LEWIS DIRECTOR 2.00 X 0 0 0 TED LOVE 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 PAIGE MAHANEY DIRECTOR 2.00 X 0 0 0 AMEET MALLIK DIRECTOR 2.00 X 0 0 0 JOHN MARAGANORE IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 JEFFREY MARRAZZO DIRECTOR (UNTIL 2/20) 2.00 X 0 0 0 SHARON MATES DIRECTOR 2.00 X 0 0 0 JOHN MELO DIRECTOR 2.00 X 0 0 0 PHILIP MILLER IMMEDIATE PAST CHAIR (UNTIL 10/20) 2.00 X 0 0 0 KENNETH MOCH DIRECTOR (UNTIL 7/20) 2.00 X 0 0 0 BOB MORE DIRECTOR 2.00 X 0 0 0 MICHAEL MORRISSEY DIRECTOR 2.00 X 0 0 0 MICHAEL NARACHI DIRECTOR 2.00 X 0 0 0 AMIR NASHAT DIRECTOR 2.00 X 0 0 0 WILLIAM NEWELL DIRECTOR 2.00 X 0 0 0 DAVID NICHOLSON DIRECTOR (UNTIL 9/20) 2.00 X 0 0 0 JULIA OWENS DIRECTOR 2.00 X 0 0 0 JOHN OYLER DIRECTOR 2.00 X 0 0 0 RICHARD PAULSON DIRECTOR 2.00 X 0 0 0 ADELENE PERKINS DIRECTOR 2.00 X 0 0 0 MARK PLATT DIRECTOR 2.00 X 0 0 0 RICHARD POPS DIRECTOR 2.00 X 0 0 0 SHAJI PROCIDA DIRECTOR (UNTIL 1/20) 2.00 X 0 0 0 MARK PRUZANSKI DIRECTOR 2.00 X 0 0 0 SOFIE QIAO DIRECTOR 2.00 X 0 0 0 MICHAEL RAAB DIRECTOR 2.00 X 0 0 0 ANNA RATH DIRECTOR 2.00 X 0 0 0 ELENA RICE DIRECTOR 2.00 X 0 0 0 HOWARD ROBIN DIRECTOR 2.00 X 0 0 0 MICHAEL RUGGIERO DIRECTOR 2.00 X 0 0 0 MICHAEL RYAN DIRECTOR (UNTIL 2/20) 2.00 X 0 0 0 AMBER SALZMAN DIRECTOR 2.00 X 0 0 0 JAMES SAPIRSTEIN DIRECTOR 2.00 X 0 0 0 GEORGE SCANGOS DIRECTOR 2.00 X 0 0 0 CHRISTOPHE SCHILLING DIRECTOR 2.00 X 0 0 0 DIANE SHANAHAN DIRECTOR 2.00 X 0 0 0 CHRISTI SHAW DIRECTOR 2.00 X 0 0 0 BILL SIBOLD DIRECTOR 2.00 X 0 0 0 NANCY SIMONIAN DIRECTOR 2.00 X 0 0 0 DUANE SIMPSON DIRECTOR 2.00 X 0 0 0 ERIKA SMITH DIRECTOR 2.00 X 0 0 0 ELAINE SORG DIRECTOR 2.00 X 0 0 0 CHRIS STANDLEE DIRECTOR 2.00 X 0 0 0 EDDIE SULLIVAN DIRECTOR 2.00 X 0 0 0 JENNIFER TAUBERT DIRECTOR 2.00 X 0 0 0 KARSTEN TEMME DIRECTOR (UNTIL 1/20) 2.00 X 0 0 0 BRIAN THOME DIRECTOR (UNTIL 9/20) 2.00 X 0 0 0 MARK TIMNEY DIRECTOR (UNTIL 1/20) 2.00 X 0 0 0 HELEN TORLEY DIRECTOR 2.00 X 0 0 0 MARK TRUDEAU DIRECTOR 2.00 X 0 0 0 RICK TURNER DIRECTOR 2.00 X 0 0 0 GIL VAN BOKKELEN DIRECTOR 2.00 X 0 0 0 CHARL VAN ZYL DIRECTOR (UNTIL 2/20) 2.00 X 0 0 0 TIMOTHY WALBERT DIRECTOR 2.00 X 0 0 0 OLIVER WALKER DIRECTOR 2.00 X 0 0 0 ROBERT WALSH DIRECTOR (UNTIL 1/20) 2.00 X 0 0 0 HENRIK WAREBORN DIRECTOR 2.00 X 0 0 0 SUE WASHER DIRECTOR 2.00 X 0 0 0 HUGH WELSH IMMEDIATE PAST CHAIR (UNTIL 4/20) 2.00 X 0 0 0 ANNE WHITE DIRECTOR 2.00 X 0 0 0 THOMAS WIGGANS DIRECTOR (UNTIL 4/20) 2.00 X 0 0 0 ROBERT WILLS DIRECTOR 2.00 X 0 0 0 RICK WINNINGHAM DIRECTOR 2.00 X 0 0 0 SYLVIA WULF DIRECTOR 2.00 X 0 0 0 ROGER WYSE DIRECTOR 2.00 X 0 0 0 JOHN YOUNG DIRECTOR 2.00 X 0 0 0 BERNHARDT ZEIHER DIRECTOR 2.00 X 0 0 0 JILL ZULLO DIRECTOR 2.00 X 0 0 0 JAMES GREENWOOD PRESIDENT AND CEO (UNTIL 5/31/20) 40.00 X 7568068 0 16043 MICHELLE MCMURRY-HEATH PRESIDENT AND CEO 40.00 X 1198049 0 42546 YVETTE WHITE-WIGGINS SVP & CFO (UNTIL 8/4/20) 40.00 X 565311 0 26932 STEPHEN JASKO CHIEF FINANCIAL OFFICER 40.00 X 203253 0 2664 TOM DILENGE PRESIDENT, ADVOCACY/LAW/PUBLIC POLICY DIV 40.00 X 797500 0 42704 JOANNE DUNCAN PRESIDENT, MEMBERSHIP & BU 40.00 X 752077 0 38602 DAN DURHAM EVP, HEALTH POLICY 40.00 X 619754 0 45679 JEANNE HAGGERTY EVP, ADVOCACY 40.00 X 544327 0 19814 RICH MASTERS EVP, PUBLIC AFFAIRS 40.00 X 543469 0 52586 ELIZABETH ESHAM EVP, ECS & VP, SCIENCE & REGULATORY 40.00 X 514083 0 25015 JOSEPH DAMOND EVP, INTERNATIONAL AFFAIRS 40.00 X 512148 0 48479 13818039 0 361064 98 0 1 0 DANIEL J EDELMAN INC 200 E RANDOLPH DRIVE SUITE 6300 CHICAGO IL 60601 CONSULTING SERVICES 881000 NEW YORK MARRIOTT MARQUIS PO BOX 403003 ATLANTA GA 30384 CONVENTION & CONFERENCES CONTRACTOR 777971 FREEMAN EXPOSITIONS PO BOX 660613 DALLAS TX 75266 CONVENTION & CONFERENCES CONTRACTOR 692141 RUSSELL REYNOLDS ASN CHURCH ST PO BOX 6427 NEW YORK NY 10249 CONSULTING SERVICES 616584 INOVA SOFTWARE INC 132 NASSAU ST SUITE 711 NEW YORK NY 10038 SERVICE PROVIDER 549550 73 MEMBERSHIP DUES 900099 30537559 30537559 CONFERENCE/MEETING REVENUE 541800 9488059 9288292 199767 EPF MEMBER SUPPORT 900099 1805313 1805313 LEGAL & POLICY SUPPORT 900099 106823 106823 ONLINE EDUCATION REVENUE 900099 20262 20262 41958016 2046598 2046598 14736887 588238 14148649 28876976 24821018 4055958 4055958 4055958 INSURANCE CLAIMS REVENUE 524298 14480000 14480000 2058 2058 14482058 77279517 41758249 788005 34733263 X 2976500 5023219 28923355 383452 4698161 1463872 276017 76151 2882021 53738 13306389 370766 451380 1364139 3987239 286234 5310817 6348 6027054 634933 136576 DUES & SUBSCRIPTIONS 1400466 TAXES PAID 1303471 OUTREACH 366412 BAD DEBT EXPENSE 102611 33337 81844658 3112278 15487112 1164890 967224 4901799 4288721 2684754 2624031 8350364 7573630 1324871 776734 71179512 52400651 84368104 76544473 18918891 18997300 15579354 12264522 2235117 1540177 36733362 32801999 X 47634742 43742474 47634742 43742474 84368104 76544473 X -4565141 650373 22500 X 0 1 X 1 0 0 0 1 30537559 12560000 266341 12826341 12520399 305942 6345147 6110120 235027 276745 250733 26012 1728472 1212777 515695 776734 CAPITAL LEASE OBLIGATION 29713 DEFERRED RENT 1250043 BIO-PAC 260421 1540177 X 79054943 650373 1178791 1829164 77225779 53738 53738 77279517 82947211 1156291 1156291 81790920 53738 53738 81844658 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: FGR SPECIAL INITIATIVES REVENUE 170,540. CBI LOBBYING FUND 1,008,251. PART XI, LINE 4B - OTHER ADJUSTMENTS: BIONEWS ADVERTISING PART XII, LINE 2D - OTHER ADJUSTMENTS: FGR SPECIAL INITIATIVE EXPENSES 170,540. FOOD & AG SGR FUND 985,751. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES CONFERENCES, ADVOCACY 79828 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES CONFERENCES, ADVOCACY AND EDUCATION 105737 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES ADVOCACY 1069 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES ADVOCACY 6052 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES ADVOCACY 15997 0 0 0 0 0 0 208683 0 208683 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION HAS SUPPORTING DOCUMENTATION FOR THE AMOUNT THAT IS INVOICED FROM THE COMPANIES. PART III ACCOUNTING METHOD: 1 CAPITAL AREA FOOD BANK INC 4900 PUERTO RICO AVE NE WASHINGTON DC 20017 521167581 501(C)(3) 10000 0 SUPPORT THE GLOBAL WOMEN'S INNOVATION NETWORK 233 PENNSYLVANIA AVENUE 2ND FLOOR WASHINGTON DC 20003 271428117 501(C)(3) 25000 0 SUPPORT US CHAMBER OF COMMERCE 1615 H STREET NW PO BOX 1200 WASHINGTON DC 20062 530045720 501(C)(6) 100000 0 SUPPORT NUS AMERICAN FOUNDATION INC 440 NORTH WOLFE ROAD SUNNYVALE CA 94085 202368621 501(C)(3) 16000 0 DONATION HEALTHCARE READY 1325 G ST NW SUITE 500 WASHINGTON DC 20005 463134601 501(C)(3) 45000 0 SUPPORT NATIONAL HEALTH COUNCIL 1730 M STREET NW SUITE 500 WASHINGTON DC 20036 131624107 501(C)(3) 25000 0 SPONSORSHIP EVERYLIFE FOUNDATION FOR RARE DISEASES 1012 14TH ST NW SUITE 500 WASHINGTON DC 20005 264614274 501(C)(3) 30000 0 CONTRIBUTION WASHINGTON LEGAL FOUNDATION 2009 MASSACHUSETTS AVE NW WASHINGTON DC 20036 521071570 501(C)(3) 10000 0 CONTRIBUTION WASHINGTON LEGAL FOUNDATION 2009 MASSACHUSETTS AVE NW WASHINGTON DC 20036 521071570 501(C)(3) 15000 0 SUPPORT CENTER FORWARD 555 12TH STREET NW SUITE 700 WASHINGTON DC 20004 272429741 501(C)(4) 35000 0 CONTRIBUTION THE CONGRESSIONAL INSTITUTE INC 1700 DIAGONAL RD SUITE 300 ALEXANDRIA VA 22314 521504189 501(C)(4) 15000 0 SUPPORT INFORMATION TECHNOLOGY AND INNOVATION FOUNDATION 1101 K ST NW SUITE 610 WASHINGTON DC 20005 204403497 501(C)(3) 30000 0 SUPPORT AMERICAN BRIDGE 21ST CENTURY FOUNDATION 770 P STREET NW APT 619 WASHINGTON DC 20001 275278038 501(C)(4) 250000 0 SUPPORT REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSYLVANIA AVE NW SUITE 250 WASHINGTON DC 20006 113655877 501(C)(4) 100000 0 SUPPORT DEMOCRATIC GOVERNORS ASSOCIATION 1401 K ST NW SUITE 200 WASHINGTON DC 20005 521304889 527 100000 0 SPONSORSHIP OREGON BIOSCIENCE ASSOCIATION 2828 SW CORBETT AVE SUITE 115 PORTLAND OR 97201 931009329 501(C)(6) 30000 0 SPONSORSHIP MAJORITY FORWARD 700 13TH ST NW SUITE 600 WASHINGTON DC 20005 474368320 501(C)(4) 500000 0 SUPPORT ONE NATION 45 N HILL DRIVE SUITE 100 WARRENTON VA 20186 271937961 501(C)(4) 250000 0 CONTRIBUTION NATIONAL HEALTH COUNCIL 1730 M STREET NW SUITE 500 WASHINGTON DC 20036 131624107 501(C)(3) 10000 0 SPONSORSHIP ALLIANCE TO PROTECT MEDICAL INNOVATION 1220 L ST NW SUITE 100 488 WASHINGTON DC 20005 831354631 501(C)(4) 145000 0 CONTRIBUTION BIONJ INC 1255 WHITEHORSE-MERCERVILLE RD BUILDING B - SUITE 514 TRENTON NJ 08619 223284393 501(C)(6) 15000 0 SPONSORSHIP MASSACHUSETTS BIOTECHNOLOGY COUNCIL 300 TECHNOLOGY SQUARE 8TH FLOOR CAMBRIDGE MA 02139 222693047 501(C)(6) 6000 0 SPONSORSHIP IOWA BIOTECH ASSOCIATION 900 E DES MOINES ST DES MOINES IA 50309 391885797 501(C)(6) 7500 0 SUPPORT NORTH CAROLINA BIOSCIENCE ORGANIZATION PO BOX 14354 RESEARCH TRIANGLE PARK NC 27709 561880780 501(C)(6) 6000 0 SPONSORSHIP BIOOHIO 1275 KINNEAR RD COLUMBUS OH 43212 341577705 501(C)(3) 12000 0 SPONSORSHIP LIFE SCIENCE WASHINGTON 1551 EASTLAKE AVE E SUITE 300 SEATTLE WA 98102 911453398 501(C)(6) 11500 0 SPONSORSHIP MARYLAND TECHNOLOGY COUNCIL INC 9841 WASHINGTONIAN BLVD SUITE 200 GAITHERSBURG MD 20878 204950778 501(C)(6) 15000 0 SUPPORT LIFE SCIENCE TENNESSEE 217 5TH AVE NORTH SUITE 200 NASHVILLE TN 37219 621776913 501(C)(6) 7500 0 SPONSORSHIP ARIZONA BIOINDUSTRY ASSOCIATION 107 S SOUTHGATE DRIVE CHANDLER AZ 85226 860938465 501(C)(6) 15000 0 SPONSORSHIP LIFE SCIENCE PENNSYLVANIA 650 EAST SWEDESFORD RD SUITE 190 WAYNE PA 19087 251621500 501(C)(6) 10000 0 SPONSORSHIP MASSACHUSETTS BIOTECHNOLOGY COUNCIL 300 TECHNOLOGY SQUARE 8TH FLOOR CAMBRIDGE MA 02139 222693047 501(C)(6) 10000 0 SPONSORSHIP VIRGINIA BIOTECHNOLOGY ASSOCIATION 800 E LEIGH ST SUITE 14 RICHMOND VA 23219 541644709 501(C)(6) 12500 0 SPONSORSHIP GEORGIA BIO 999 PEACHTREE AVE NE SUITE 1800 ATLANTA GA 30309 581849665 501(C)(3) 12500 0 SPONSORSHIP PERSONALIZED MEDICINE COALITION 1225 NEW YORK AVE SUITE 450 WASHINGTON DC 20005 542134884 501(C)(3) 10000 0 SUPPORT NATIONAL HEALTH COUNCIL 1730 M STREET NW SUITE 500 WASHINGTON DC 20036 131624107 501(C)(3) 25000 0 SPONSORSHIP NATIONAL PSORIASIS FOUNDATION 6600 SW 92ND AVE SUITE 300 PORTLAND OR 97223 930571472 501(C)(3) 15000 0 SUPPORT CANCER SUPPORT COMMUNITY 734 15TH STREET NW SUITE 300 WASHINGTON DC 20005 954163931 501(C)(3) 25000 0 SPONSORSHIP CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVENUE SUITE 350N BETHESDA MD 20814 131930701 501(C)(3) 7500 0 SPONSORSHIP AMERICAN CANCER SOCIETY ACTION NETWORK INC 555 11TH STREET SUITE 300 WASHINGTON DC 20004 522340031 501(C)(4) 10000 0 SPONSORSHIP LUPUS FOUNDATION OF AMERICA INC 2121 K STREET NW SUITE 200 WASHINGTON DC 20037 431131436 501(C)(3) 10000 0 SUPPORT EPILEPSY FOUNDATION 8301 PROFESSIONAL PLACE EAST SUITE 200 LANDOVER MD 207852353 520856660 501(C)(3) 15000 0 SUPPORT NATIONAL HEALTH COUNCIL 1730 M STREET NW SUITE 500 WASHINGTON DC 20036 131624107 501(C)(3) 25000 0 SPONSORSHIP NATIONAL HEALTH COUNCIL 1730 M STREET NW SUITE 500 WASHINGTON DC 20036 131624107 501(C)(3) 25000 0 SPONSORSHIP AMERICAN CANCER SOCIETY ACTION NETWORK INC 555 11TH STREET SUITE 300 WASHINGTON DC 20004 522340031 501(C)(4) 15000 0 SUPPORT ARTHRITIS FOUNDATION 1355 PEACHTREE ST 600 ATLANTA GA 30309 581341679 501(C)(3) 20000 0 SPONSORSHIP HIV AND HEPATITIS POLICY INSTITUTE 1602B BELMONT ST NW WASHINGTON DC 20009 844147678 501(C)(3) 10000 0 SUPPORT EVERYLIFE FOUNDATION FOR RARE DISEASES 1012 14TH ST NW SUITE 500 WASHINGTON DC 20005 264614274 501(C)(3) 15000 0 SPONSORSHIP HEALTHY WOMEN 1 HARDING RD SUITE 102A RED BANK NJ 07701 521624846 501(C)(3) 10000 0 SPONSORSHIP RESEARCHAMERICA 241 18TH STREET SOUTH SUITE 501 ARLINGTON VA 22202 521609875 501(C)(3) 25000 0 SPONSORSHIP PREVENT CANCER FOUNDATION 1600 DUKE ST SUITE 500 ALEXANDRIA VA 22314 521429544 501(C)(3) 8000 0 SPONSORSHIP ALLIANCE FOR AGING RESEARCH 1700 K STREET NW SUITE 740 WASHINGTON DC 20006 541379174 501(C)(3) 15000 0 SPONSORSHIP FRIENDS OF CANCER RESEARCH 1800 M ST NW SUITE 1050 SOUTH TOWER TOWER WASHINGTON DC 20036 521983273 501(C)(3) 10000 0 SPONSORSHIP RI BIO PO BOX 5680 53 BROAD ST PROVIDENCE RI 02903 462858053 501(C)(6) 6000 0 SPONSORSHIP BIOUTAH PO BOX 58531 SALT LAKE CITY UT 84158 900899204 501(C)(6) 8000 0 SPONSORSHIP GEORGIA BIOMEDICAL PARTNERSHIP INC 999 PEACHTREE AVE NE SUITE 1800 ATLANTA GA 30309 581849665 501(C)(3) 22500 0 SUPPORT AND SPONSORSHIP LIFE SCIENCES PENNSYLVANIA 650 EAST SWEDESFORD RD SUITE 190 WAYNE PA 19087 251621500 501(C)(6) 11500 0 SPONSORSHIP MONTANA BIOSCIENCE ALLIANCE P O BOX 1773 BILLINGS MT 59103 201647600 501(C)(6) 20000 0 SUPPORT MARYLAND TECHNOLOGY COUNCIL INC 9841 WASHINGTONIAN BLVD SUITE 200 GAITHERSBURG MD 20878 204950778 501(C)(6) 10000 0 SUPPORT BIONJ 1255 WHITEHORSE-MERCERVILLE RD BUILDING B - SUITE 514 TRENTON NJ 08619 223284393 501(C)(6) 10000 0 SUPPORT TEXAS HEALTHCARE & BIOSCIENCE 815 BRAZOS ST SUITE 310 AUSTIN TX 78701 760501034 501(C)(6) 15000 0 SPONSORSHIP LEUKEMIA & LYMPHOMA SOCIETY 3601 EISENHOWER AVENUE SUITE 450 ALEXANDRIA VA 22304 135644916 501(C)(3) 10000 0 SPONSORSHIP NEHI 133 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 010624865 501(C)(3) 7000 0 SPONSORSHIP BIONJ INC 1255 WHITEHORSE-MERCERVILLE RD BUILDING B - SUITE 514 TRENTON NJ 08619 223284393 501(C)(6) 32500 0 SPONSORSHIP NEW YORK BIOTECHNOLOGY ASSOCIATION 25 HEALTH SCIENCES DR SUITE 203 STONY BROOK NY 11790 113026494 501(C)(6) 15000 0 SPONSORSHIP AMERICAN CANCER SOCIETY ACTION NETWORK INC 555 11TH STREET SUITE 300 WASHINGTON DC 20004 522340031 501(C)(4) 10000 0 SPONSORSHIP THE COUNCIL OF STATE GOVERNMENTS LTD 1776 AVENUE OF THE STATES LEXINGTON KY 40511 366000818 501(C)(3) 25000 0 SUPPORT NCSL FOUNDATION FOR STATE LEGISLATURES 7700 EAST FIRST PLACE DENVER CO 80230 742232576 501(C)(3) 7500 0 SPONSORSHIP CLEAN FUELS WASHINGTON P O BOX 21961 SEATTLE WA 98111 844490659 501(C)(6) 15000 0 SUPPORT DEMOCRATIC GOVERNORS ASSOCIATION 1401 K ST NW SUITE 200 WASHINGTON DC 20005 521304889 527 25000 0 SPONSORSHIP SAFE COMMUNITIES COALITION 1140 US HWY 287 SUITE 400-199 BROOMFIELD CO 80020 852649962 501(C)(3) 10000 0 CONTRIBUTION WOMEN IN GOVERNMENT FOUNDATION INC 444 N CAPITOL ST NW SUITE 401 WASHINGTON DC 20001 541527192 501(C)(3) 10000 0 SUPPORT ONE NATION 45 N HILL DRIVE SUITE 100 WARRENTON VA 20186 271937961 501(C)(4) 250000 0 CONTRIBUTION HAWAII FARM BUREAU FEDERATION PO BOX 253 KUNIA HI 96759 990073460 501(C)(5) 22500 0 SUPPORT CALIFORNIA LIFE SCIENCES ASSOCIATION 9191 TOWNE CENTRE DRIVE SUITE 450 SAN DIEGO CA 92122 473226523 501(C)(6) 250000 0 SUPPORT UNIVERSITY OF MARYLAND EASTERN SHORE 3002 HAZEL HALL PRINCESS ANNE MD 21853 526002033 501(C)(1) 7000 0 SPONSORSHIP 30 31 PART I, LINE 2: BIO RELIES ON THE REQUIRED QUALIFICATIONS OF THE GRANT RECIPIENTS TO PROVIDE ASSURANCE OF PROPER USAGE. IN SOME CASES, BIO PERSONNEL ATTEND EVENTS AND RECEIVE ACKNOWLEDGEMENTS RELATED TO THE FUNDS GRANTED. X X X 0 1 X X X X X 1 1 0 JAMES GREENWOOD PRESIDENT AND CEO (UNTIL 5/31/20) 682418 0 944886 0 5940764 0 8550 0 7493 0 7584111 0 0 0 MICHELLE MCMURRY-HEATH PRESIDENT AND CEO 700000 0 498049 0 0 0 0 0 42546 0 1240595 0 0 0 TOM DILENGE PRESIDENT, ADVOCACY/LAW/PUBLIC POLIC 550000 0 247500 0 0 0 8550 0 34154 0 840204 0 0 0 JOANNE DUNCAN PRESIDENT, MEMBERSHIP & BU 508807 0 243270 0 0 0 8550 0 30052 0 790679 0 0 0 DAN DURHAM EVP, HEALTH POLICY 478341 0 141413 0 0 0 8550 0 37129 0 665433 0 0 0 RICH MASTERS EVP, PUBLIC AFFAIRS 471975 0 71494 0 0 0 8550 0 44036 0 596055 0 0 0 YVETTE WHITE-WIGGINS SVP & CFO (UNTIL 8/4/20) 428901 0 136410 0 0 0 4428 0 22504 0 592243 0 0 0 JEANNE HAGGERTY EVP, ADVOCACY 426700 0 117627 0 0 0 5475 0 14339 0 564141 0 0 0 JOSEPH DAMOND EVP, INTERNATIONAL AFFAIRS 396626 0 115522 0 0 0 8550 0 39929 0 560627 0 0 0 ELIZABETH ESHAM EVP, ECS & VP, SCIENCE & REGULATORY 400000 0 114083 0 0 0 8550 0 16465 0 539098 0 0 0 STEPHEN JASKO CHIEF FINANCIAL OFFICER 103253 0 100000 0 0 0 0 0 2664 0 205917 0 0 0 PART I, LINE 1A INCLUDED IN TAXABLE COMPENSATION TO THE INDIVIDUAL: COMPANIONS EXPENSE $10,275 PART I, LINE 1B THE CHIEF EXECUTIVE OFFICER HAS A PREPAID SPENDING ACCOUNT AT A LOCAL RESTAURANT, USED EXCLUSIVELY FOR BUSINESS PURPOSES. PART I, LINES 4A-B JAMES GREENWOOD- 457B - $478,389 JAMES GREENWOOD - 457(F) - $3,714,485.90 JAMES GREENWOOD - SEPARATION PAYMENT - $1,637,802 YVETTE WHITE WIGGINS - SEPARATION PAYMENT - $417,283 LAURA GREENWOOD DAUGHTER OF CEO 49334 PAID EMPLOYEE OF ORGANIZATION 0 LILY DOEFLER DAUGHTER OF A BOARD MEMBER 63933 PAID EMPLOYEE OF ORGANIZATION 0 FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS SHALL DESIGNATE BY RESOLUTION AND WITH A QUORUM PRESENT, NOT MORE THAN NINETEEN (19) DIRECTORS OF THE BOARD TO ACT AS AN EXECUTIVE COMMITTEE. 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. IF THE IMMEDIATE PAST CHAIR IS NO LONGER ELIGIBLE TO SERVE ON THE FULL BOARD, AN ADDITIONAL AT-LARGE DIRECTOR FROM THE FULL BOARD SHALL BE SELECTED FOR THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE, AND BE AUTHORIZED TO EXERCISE, ALL POWERS OF THE FULL BOARD, EXCEPT: (A) THE POWER TO ELECT OR REMOVE ELECTED OFFICERS OR DIRECTORS, TO CHANGE THE SIZE OF THE BOARD, TO CHANGE ELIGIBILITY, QUALIFICATIONS OR RIGHTS OF MEMBERSHIP, OR TO MAKE DETERMINATIONS AS TO DIRECTOR AND OFFICER COMPENSATION, WHERE APPLICABLE; AND (B) THE POWER TO AMEND THE ARTICLES OF INCORPORATION OR THE BYLAWS 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 LESS 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 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 EMPLOYEES 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 2020, THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) OF BIO 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 2020, 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. 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. THE PRESIDENTS OF THE TWO DIVISIONS AT BIO LED THE PROCESS, IN COORDINATION WITH THE PRESIDENT & CEO. 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. 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 EC EMERGING PRIORITIES 8,213,426. WORKPLAN OBJECTIVES 135,356. INTERNS 18,035. TEMPORARY HELP 126,107. ECONOMIC STUDIES 562,500. CONSULTANTS AND OTHER PROFESSIONAL FEES 3,782,765. BIO-PAC ADMINISTRATIVE 21,355. BUSINESS DEVELOPMENT EXEC PRESENTATION 23,843. PROGRAM INITIATIVES 34,396. RECRUITMENT 270,869. BUSINESS STRATEGIES 6,590. EDUCATION 103,647. RESEARCH/FOCUS GROUPS 7,500. FORM 990, PART XI, LINE 9: NET EXCLUSIVE BUSINESS SOLUTION 22,500. EXCELLENCE THROUGH STEWARDSHIP 1201 MARYLAND AVE SW SUITE 900 WASHINGTON DC 20024 263021330 TO SUPPORT THE PURSUIT OF LIFELONG LEARNING ABOUT THE PROMISE, ACHIEVEMENTS DC 501(C)(4) 0 BIOTECHNOLOGY INSTITUTE 1201 MARYLAND AVE SW SUITE 900 WASHINGTON DC 20024 251716917 TO SUPPORT THE PURSUIT OF LIFELONG LEARNING ABOUT THE CHALLENGES OF BIOTECH. DC 501(C)(3) LINE 7 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 EXCELLENCE THROUGH STEWARDSHIP B 54996 EXCELLENCE THROUGH STEWARDSHIP Q 54191 THE BIOTECHNOLOGY INSTITUTE D 240465 THE BIOTECHNOLOGY INSTITUTE B 55240