ADDGENE INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ADDGENE INC (EIN 90-0133592)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-28
- IRS object ID
- 201922719349300007
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-28T14:42:04-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 HIGH STREET 21ST FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900133592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADDGENE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADDG | BusinessNameControlTxt |
| Phone | 6172259000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 ARSENAL WAY NO 100 | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL LOHNES | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 6172259000 | PhoneNum |
| Signature | 2019-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY A KALAJIAN JR CPA | PreparerPersonNm |
| PTIN | P00464296 | PTIN |
| Phone | 6174399700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.167.121.238 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-28 | IPDt |
| IP Tm | 11:57:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3035F85F9C36F92B25132AD5EF9C80758CB5F135 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JOANNE KAMENS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 ARSENAL WAY NO 100 | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,445,998 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ADDGENE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | ADDGENE, INC. PROVIDES RESEARCH SUPPORT SERVICE DEDICATED TO ARCHIVING AND DISTRIBUTING PLASMIDS THAT APPEAR IN PUBLISHED ARTICLES. BY LINKING PLASMIDS WITH PUBLICATIONS, SCIENTISTS ARE ALWAYS CONNECTED TO DATA GENERATED FROM THE MATERIALS THAT THEY ARE REQUESTING. THE COMPANY'S GOAL IS TO COMPILE A COMPREHENSIVE LIBRARY OF PLASMIDS TO FACILITATE RESEARCH AND DISCOVERY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 118 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $131,174 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,915,012 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,424,380 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$8,445 | PYInvestmentIncomeAmt |
| CY Investment Income | -$177,864 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $1,691 | CYOtherRevenueAmt |
| PY Total Revenue | $12,906,567 | PYTotalRevenueAmt |
| CY Total Revenue | $16,258,207 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,823,568 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,238,986 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,370,990 | PYOtherExpensesAmt |
| CY Other Expenses | $8,060,850 | CYOtherExpensesAmt |
| PY Total Expenses | $12,194,558 | PYTotalExpensesAmt |
| CY Total Expenses | $15,299,836 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $712,009 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $958,371 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,439,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,441,448 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,407,003 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,457,899 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,032,059 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,983,549 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ADDGENE, INC. PROVIDES RESEARCH SUPPORT SERVICE DEDICATED TO ARCHIVING AND DISTRIBUTING PLASMIDS THAT APPEAR IN PUBLISHED ARTICLES. BY LINKING PLASMIDS WITH PUBLICATIONS, SCIENTISTS ARE ALWAYS CONNECTED TO DATA GENERATED FROM THE MATERIALS THAT THEY ARE REQUESTING. THE COMPANY'S GOAL IS TO COMPILE A COMPREHENSIVE LIBRARY OF PLASMIDS TO FACILITATE RESEARCH AND DISCOVERY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,699,694 | ExpenseAmt |
| Revenue | $16,426,071 | RevenueAmt |
| Desc | THE STORAGE AND DISTRIBUTION OF DNA-BASED REAGENTS IN SUPPORT OF SCIENTIFIC RESEARCH. | Desc |
| Total Program Service Expenses | $11,699,694 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 118 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL LOHNES | PersonNm |
| Phone | 6172259000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 ARSENAL WAY NO100 | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID ROOT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNE NIEWOOD | ||||||||
| PRESIDENT/EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $201,755 | $0 | $26,120 | Yes (X) | ||
| KENNETH FAN | ||||||||
| TREASURER/DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MELINA FAN | ||||||||
| DIR/CHIEF SCIENTIFIC OFFIC | 40.00 | Yes (X) | $197,446 | $0 | $28,249 | Yes (X) | ||
| KRISTIN DARBY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNA BROWNSTEIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL KOERIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DARRELL KOTTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN KATZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BENJIE CHEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CONSTANCE CEPKO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARL PARATORE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN H CHU | ||||||||
| CLERK | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL LOHNES | ||||||||
| DIRECTOR OF FINANCE | 40.00 | $133,874 | $0 | $11,727 | Yes (X) | |||
| DANIELA BOURGES-WALDEGG | ||||||||
| CHIEF TECHNOLOGY OFFICER | 40.00 | $152,981 | $0 | $22,612 | Yes (X) | |||
| LIANNA SWANSON | ||||||||
| SENIOR DIRECTOR OF BIOLOGY | 40.00 | $123,638 | $0 | $21,664 | Yes (X) | |||
| ANDREW BALTUS | ||||||||
| DIR OF BUSINESS DEVELOPMEN | 40.00 | $121,997 | $0 | $18,191 | Yes (X) | |||
| KEAREN I GUERIN | ||||||||
| SENIOR RESEARCH SCIENTIST | 40.00 | $122,512 | $0 | $19,004 | Yes (X) | |||
| HEATHER ZIRKLE | ||||||||
| PRINCIPAL SITE RELIABILITY ENGINEER | 40.00 | $125,055 | $0 | $10,058 | Yes (X) | |||
| ERIC PERKINS | ||||||||
| DIR. OF SCIENCE PRODUCT MANAGEMENT | 40.00 | $118,954 | $0 | $7,494 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,298,212 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $165,119 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| UPS | ||||||||||
| 996 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | SHIPPING | $1,673,241 | |||||
| LGC LIMITED | ||||||||||
| CONSULTING SERVICES | $426,424 | QUEENS ROAD | TEDDINGTON | MIDDLESEX | UK | TW11 0LY | ||||
| VWR INTERNATIONAL LLC | ||||||||||
| PO BOX 640169 | PITSBURGH | PA | 15264 | LAB SERVICES | $267,779 | |||||
| SEQWELL INC | ||||||||||
| 376 HALE STREET | BEVERLY | MA | 01915 | TECHNOLOGY SERVICES | $252,000 | |||||
| SPRINGBOK LLC | ||||||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | IT CONSULTING | $109,221 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,000 | AllOtherContributionsAmt |
| Total Contributions | $10,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PLASMID SALES | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $16,424,380 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,424,380 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,424,380 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,927 | TotalRevenueColumnAmt |
| Exclusion | $9,927 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $187,791 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$187,791 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$187,791 | TotalRevenueColumnAmt |
| Exclusion | -$187,791 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,691 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,691 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,691 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,258,207 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,426,071 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$177,864 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,057 | TotalAmt |
| Program Services | $480,240 | ProgramServicesAmt |
| Management And General | $205,817 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,005,361 | TotalAmt |
| Program Services | $3,503,753 | ProgramServicesAmt |
| Management And General | $1,501,608 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,168 | TotalAmt |
| Program Services | $19,027 | ProgramServicesAmt |
| Management And General | $16,141 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,777 | TotalAmt |
| Program Services | $564,713 | ProgramServicesAmt |
| Management And General | $479,064 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,623 | TotalAmt |
| Program Services | $328,036 | ProgramServicesAmt |
| Management And General | $140,587 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,947 | TotalAmt |
| Program Services | $2,395 | ProgramServicesAmt |
| Management And General | $21,552 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,010 | TotalAmt |
| Management And General | $23,010 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,347 | TotalAmt |
| Program Services | $300,744 | ProgramServicesAmt |
| Management And General | $161,603 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,457 | TotalAmt |
| Program Services | $169,534 | ProgramServicesAmt |
| Management And General | $8,923 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,776 | TotalAmt |
| Program Services | $305,189 | ProgramServicesAmt |
| Management And General | $263,587 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,577 | TotalAmt |
| Program Services | $129,288 | ProgramServicesAmt |
| Management And General | $129,289 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,249,336 | TotalAmt |
| Program Services | $866,265 | ProgramServicesAmt |
| Management And General | $383,071 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,572 | TotalAmt |
| Program Services | $43,137 | ProgramServicesAmt |
| Management And General | $19,435 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,578 | TotalAmt |
| Program Services | $1,289 | ProgramServicesAmt |
| Management And General | $1,289 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,486 | TotalAmt |
| Program Services | $230,614 | ProgramServicesAmt |
| Management And General | $76,872 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,732 | TotalAmt |
| Management And General | $68,732 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LAB EXPENSES | $2,492,232 | $2,492,232 | |
| PRODUCT SHIPPING FEES | $2,081,601 | $2,081,601 | |
| ORDER MERCHANT CARD FEE | $175,982 | $175,982 | |
| BAD DEBT EXP | $95,157 | $95,157 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,060 | TotalAmt |
| Program Services | $5,655 | ProgramServicesAmt |
| Management And General | $4,405 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,299,836 | TotalAmt |
| Program Services | $11,699,694 | ProgramServicesAmt |
| Management And General | $3,600,142 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,355,677 | BOYAmt |
| EOY | $6,071,534 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,679,786 | BOYAmt |
| EOY | $1,668,595 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $834,200 | BOYAmt |
| EOY | $1,062,369 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,103 | BOYAmt |
| EOY | $1,253,473 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,464 | BOYAmt |
| EOY | $284,784 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,325,226 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $684,538 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,143 | BOYAmt |
| EOY | $1,640,688 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,689 | BOYAmt |
| EOY | $460,005 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,439,062 | BOYAmt |
| EOY | $12,441,448 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,030,317 | BOYAmt |
| EOY | $1,340,877 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,686 | BOYAmt |
| EOY | $117,022 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,407,003 | BOYAmt |
| EOY | $1,457,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,032,059 | BOYAmt |
| EOY | $10,983,549 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,032,059 | BOYAmt |
| EOY | $10,983,549 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,439,062 | BOYAmt |
| EOY | $12,441,448 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $958,371 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$6,881 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA-FARBER CANCER INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $343,581 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,363 | DepreciationAmt |
| Book Value | $338,218 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,352,590 | OtherCostOrOtherBasisAmt |
| Depreciation | $569,656 | DepreciationAmt |
| Book Value | $782,934 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $629,055 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,519 | DepreciationAmt |
| Book Value | $519,536 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,640,688 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,445,998 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,445,998 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$187,791 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$187,791 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,258,207 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,494,508 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $194,672 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $194,672 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,299,836 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,299,836 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE COMPANY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. THE COMPANY FOLLOWS ACCOUNTING GUIDANCE REGARDING THE RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS. TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE COMPANY'S TAX RETURNS, INCLUDING THE POSITION THAT THE COMPANY QUALIFIES AS A TAX EXEMPT ENTITY, ARE REQUIRED TO BE EVALUATED TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" TO BE UPHELD UNDER REGULATORY REVIEW. TAX POSITIONS NOT DEEMED TO MEET A MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE DISCLOSED IN THE FINANCIAL STATEMENTS. THERE WERE NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF DECEMBER 31, 2018 AND 2017. THE COMPANY RECORDS INTEREST AND PENALTIES, IF ANY, AS PART OF INCOME TAX EXPENSE. NO INTEREST OR PENALTIES WERE RECORDED IN 2018 OR 2017. THE COMPANY'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE COMPANY IS CURRENTLY OPEN TO AUDIT UNDER THE APPLICABLE STATUTES OF LIMITATIONS BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES FOR THE YEARS ENDED AFTER DECEMBER 31, 2014. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ASSET DISPOSAL -187,791. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FOREIGN CURRENCY LOSS 6,881. ASSET DISPOSAL 187,791. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | MARKETING/ADMIN SERVICE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $429,634 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $429,634 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $429,634 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOANNE NIEWOOD | ||||||||||||||
| PRESIDENT/EXECUTIVE DIRECTOR | $193,057 | $0 | $8,000 | $0 | $698 | $0 | $5,792 | $0 | $20,328 | $0 | $227,875 | $0 | $0 | $0 |
| MELINA FAN | ||||||||||||||
| DIR/CHIEF SCIENTIFIC OFFIC | $188,784 | $0 | $8,000 | $0 | $662 | $0 | $5,738 | $0 | $22,511 | $0 | $225,695 | $0 | $0 | $0 |
| DANIELA BOURGES-WALDEGG | ||||||||||||||
| CHIEF TECHNOLOGY OFFICER | $149,248 | $0 | $3,047 | $0 | $686 | $0 | $0 | $0 | $22,612 | $0 | $175,593 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | COMPENSATION COMMITTEE | FormAndLineReferenceDesc |
| Explanation | THE INDEPENDENT BOARD MEMBERS ACT AS THE COMPENSATION COMMITTEE AND HAVE IN PLACE A FORMAL WRITTEN PROCESS TO EVALUATE AND SET THE COMPENSATION OF THE CEO AND OTHER OFFICERS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CHU RING & HAZEL | |||
| JOHN CHU, PTR OF LAW FIRM | $7,728 | LEGAL FEES | 0 |
| HAMILTON BROOK SMITH & REYNOLDS | |||
| DAVID BROOK, PARTNER | $1,198 | LEGAL FEES | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MELINA FAN AND KENNETH FAN ARE SIBLINGS. MELINA FAN AND BENJIE CHEN ARE SPOUSES. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION MADE THE FOLLOWING SIGNIFICANT CHANGES TO ITS BYLAWS: ARTICLE V, OFFICERS SECTION 5 1 ELECTION. THE INITIAL OFFICERS SHALL BE THOSE PERSONS NAMED AS OFFICERS IN THE ARTICLES OF ORGANIZATION. THEREAFTER, THE BOARD OF DIRECTORS SHALL ELECT FROM ITS MEMBERS A CHAIRPERSON AND SHALL FURTHER ELECT A PRESIDENT, A TREASURER, AND A CLERK (WHO MUST BE A RESIDENT OF THE COMMONWEALTH OF MASSACHUSETTS) WHO NEED NOT ALSO BE DIRECTORS AT THE ANNUAL MEETING OF THE BOARD OF DIRECTORS (OR SPECIAL MEETING IN LIEU THEREOF). THE BOARD OF DIRECTORS AT ANY TIME MAY ALSO ELECT ONE OR MORE VICE CHAIRS, VICE PRESIDENTS, ASSISTANT CLERKS, ASSISTANT SECRETARIES AND ASSISTANT TREASURERS OR OTHER OFFICERS, WHO NEED NOT BE DIRECTORS EXCEPT FOR THE CHAIR AND VICE CHAIR(S) WHO MUST BE DIRECTORS, AS THE BOARD OF DIRECTORS DEEMS APPROPRIATE. ONE PERSON MAY HOLD MORE THAN ONE OFFICE EXCEPT THAT THE PRESIDENT AND THE CLERK SHALL NOT BE SAME PERSON. SECTION 5.2 TERM. THE CHAIR AND ANY VICE CHAIR(S) SHALL BE CHOSEN BY THE DIRECTORS FROM THEIR OWN NUMBER. THE POSITION OF CHAIR AND VICE CHAIR WILL HAVE A TERM OF TWO YEARS; PROVIDED, HOWEVER, THAT AN INDIVIDUAL SHALL NOT CONTINUE TO SERVE AS CHAIR OR VICE CHAIR IF THE INDIVIDUAL IS NO LONGER A DIRECTOR OF THE CORPORATION. A DIRECTOR SHALL NOT SERVE AS CHAIR FOR MORE THAN TWO CONSECUTIVE TERMS. EXCEPT AS OTHERWISE PROVIDED BY LAW, BY THE ARTICLES OF ORGANIZATION AS AMENDED OR BY THESE BYLAWS, THE PRESIDENT, TREASURER, AND CLERK SHALL HOLD OFFICE UNTIL THE NEXT ANNUAL MEETING OF THE BOARD OF DIRECTORS AND UNTIL THEIR RESPECTIVE SUCCESSORS ARE CHOSEN AND QUALIFIED. WITH THE EXCEPTION OF THE CHAIR AND ANY VICE CHAIR(S), ALL OTHER OFFICERS SHALL HOLD OFFICE UNTIL THE NEXT ANNUAL MEETING OF THE BOARD OF DIRECTORS, UNLESS A SHORTER TIME IS SPECIFIED IN THE VOTE CHOOSING OR APPOINTING SUCH OFFICER OR OFFICERS. ANY OFFICER MAY BE REELECTED TO THE SAME OFFICE. SECTION 5.5 POWERS AND DUTIES. THE OFFICERS SHALL HAVE THE POWERS AND PERFORM THE DUTIES CUSTOMARILY BELONGING TO THEIR RESPECTIVE OFFICES OR CONFERRED UPON THEM FROM TIME TO TIME BY THE BOARD OF DIRECTORS, INCLUDING THE POWERS AND DUTIES LISTED BELOW: A. THE CHAIR SHALL SET THE AGENDA AND PRESIDE OVER ALL MEETINGS OF THE BOARD OF DIRECTORS. THE CHAIR SHALL PLAN FOR UPCOMING MEETINGS WITH THE PRESIDENT, PREPARE A WRITTEN AGENDA IN ADVANCE OF ALL MEETINGS, COORDINATE THE ISSUES TO BE DISCUSSED AND THE DECISIONS TO BE MADE AT THE MEETINGS, AND LEAD THE BOARD OF DIRECTORS TO AGREEMENT ON DECISIONS WHEN POSSIBLE. B. THE VICE CHAIR, IF ANY, OR IF THERE SHALL BE MORE THAN ONE, THE VICE CHAIRS IN THE ORDER DETERMINED BY THE DIRECTORS, SHALL ASSIST THE CHAIR IN THE PERFORMANCE OF THE CHAIR'S DUTIES AND, SHALL, IN THE ABSENCE OR DISABILITY OF THE CHAIR, PERFORM THE DUTIES AND EXERCISE THE POWER OF THE CHAIR. C. THE PRESIDENT SHALL, SUBJECT TO THE DIRECTION AND CONTROL OF THE BOARD OF DIRECTORS, SERVE AS CHIEF EXECUTIVE OFFICER OF THE CORPORATION AND SHALL HAVE SUCH OTHER POWERS AND DUTIES AS ARE USUALLY INCIDENT TO THAT OFFICE. D. THE TREASURER SHALL BE THE CHIEF FINANCIAL OFFICER OF THE CORPORATION AND SHALL CAUSE TO BE KEPT ACCURATE ACCOUNTS OF ALL SUMS RECEIVED AND DISBURSED. THE TREASURER SHALL ENSURE THAT CORPORATION EXERCISES DUE CARE IN THE CUSTODY AND CONTROL OF ALL FUNDS, SECURITIES AND VALUABLE DOCUMENTS OF THE CORPORATION, EXCEPT AS THE DIRECTORS MAY OTHERWISE PROVIDE. THE TREASURER SHALL HAVE SUCH OTHER POWERS AND DUTIES AS ARE USUALLY INCIDENT TO THAT OFFICE. E. THE CLERK SHALL KEEP THE RECORDS OF THE CORPORATION AND OF THE BOARD OF DIRECTORS AND SHALL ISSUE CALLS AND NOTICES OF MEETINGS. A TEMPORARY ASSISTANT CLERK CHOSEN AT ANY MEETING OF THE DIRECTORS MAY EXERCISE THE DUTIES OF THE CLERK AT THAT MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WAS REVIEWED BY MANAGEMENT ALONG WITH THE AUDITED FINANCIAL STATEMENTS. A FULL COPY OF FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR FILING TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ADDGENE, INC. HAS A CONFLICT OF INTEREST POLICY IN PLACE. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. INQUIRES ARE MADE DURING BOARD OF DIRECTOR MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15 | ADDGENE, INC.'S INDEPENDENT BOARD MEMBERS REVIEWED AND DETERMINED THE COMPENSATION OF ALL OFFICERS ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | ADDGENE, INC.'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | FOREIGN CURRENCY LOSS -6,881. |
| FORM 990, PART XII CINE 2C | THERE WAS NO CHANGE IN THE OVERSIGHT PROCEES OR SELECTION PROCESS DURING THE TAX YEAR 2018. |
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