2016-08-30T09:44:55-05:00 2015-12-31 WOLF & COMPANY PC 99 HIGH STREET 21ST FLOOR BOSTON MA 02110 990 2015-01-01 900133592 Addgene Inc % MICHAEL LOHNES ADDG 6172259000 75 Sidney Street Suite 550A Cambridge MA 02139 MICHAEL LOHNES director of finance 6172259000 2016-08-25 true Anthony T Carideo JR CPA P00171579 6174399700 2016-08-18 2015 2016-12-15 16:53:06Z Joanne Kamens 75 Sidney Street 550A Cambridge MA 02139 9579495 false X www.addgene.org X 2004 MA see form 990, part iii, line 1 11 7 69 9 2380 0 0 8763618 9573301 5160 -33336 0 0 8768778 9539965 0 0 0 0 3361233 3776664 0 0 0 3431598 4747745 6792831 8524409 1975947 1015556 8418834 10380279 610502 1563038 7808332 8817241 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. false false 6278053 0 9573301 the storage and distribution of dna-based reagents in support of scientific research. 6278053 true false false false false false false false false false true false false true false true true false false true false false false false false false false false false true false false false false false false false true false false false false false false false false false true 19 0 true 69 true true true false false false false false false false false false false false X 11 7 true false true false false false false true true false false true true true true true true true true false MA X MICHAEL LOHNES 6172259000 75 SIDNEY STREET SUITE 550A Cambridge MA 02139 David E Brook director 1.0 0.0 X 0 0 0 Benjie Chen director 1.0 0.0 X 0 0 0 Constance Cepko director 1.0 0.0 X 0 0 0 David Root director 1.0 0.0 X 0 0 0 Judy Tsai Chuk director 1.0 0.0 X 0 0 0 Joanne Kamens president/director 40.0 0.0 X X 187307 0 20381 Kenneth Fan treasurer/sr. dir of Fin & bus 35.0 0.0 X X 98821 0 4172 Melina Fan Dir/Chief scientific officer 40.0 0.0 X X 183759 0 20071 Kristin Darby director 1.0 0.0 X 0 0 0 Joanna Brownstein director 1.0 X 0 0 0 Michael Koeris director 1.0 0.0 X 0 0 0 John H Chu clerk 1.0 0.0 X 0 0 0 Michael Lohnes director of finance 40.0 0.0 X 48830 0 2753 Lianna Swanson director of biology 40.0 0.0 X 119810 0 21471 Pamela McA'Nulty Chief Architect 40.0 0.0 X 120734 0 21920 Morgan Wahl sr. sofware engineer 40.0 0.0 X 92137 0 15677 851398 0 106445 4 false true false ups 955 massachusetts ave CAMBRIDGE MA 02139 shipping 1088631 LGC Limited QUEENS ROAD TEDDINGTON MIDDLESEX UK TW11 0LY consulting services 355219 2 0 PLASMID SALES 541700 9573301 9570921 2380 9573301 5194 5194 0 0 0 0 0 1000 39530 -38530 -38530 -38530 0 0 0 0 9539965 9570921 2380 -33336 0 0 0 0 518718 363103 155615 0 2494703 1746292 748411 0 523069 278608 244461 240174 168122 72052 0 27829 14157 13672 18310 9314 8996 0 0 0 397972 202453 195519 102474 85110 17364 278491 139446 139045 61741 31408 30333 0 1496701 1045080 451621 93792 77899 15893 0 4496 3734 762 0 0 114244 85683 28561 37183 37183 PRODUCT SHIPPING FEES 1226585 1226585 0 LAB EXPENSES 694102 694102 ORDER MERCHANT CARD FEES 104520 104520 BAD DEBT EXP INSURANCE 85974 85974 3331 2437 894 8524409 6278053 2246356 0 0 0 6709441 7982998 0 0 664131 629529 0 0 0 0 0 0 0 0 69820 91895 1156636 285065 187842 871571 0 0 250000 247813 0 0 0 0 537600 556473 8418834 10380279 503054 1168893 0 0 107448 394145 0 0 0 0 0 0 0 0 0 0 0 0 610502 1563038 X 7808332 8817241 0 0 0 0 7808332 8817241 8418834 10380279 X 1015556 -2187 -4460 X false true X true X DANA-FARBER CANCER INSTITUTE boston MA 106971 106971 685997 202095 483902 363668 82970 280698 871571 RESTRICTED CASH 0 SECURITY DEPOSIT 340689 DUE FROM LANDLORD 210353 DEPOSITS 5431 556473 0 0 X 9533318 -2187 -4460 -6647 9539965 9539965 8524409 8524409 8524409 Schedule D, Part X, Line 2 - Uncertain Tax Position 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 Companys 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, 2015 and 2014. The Company records interest and penalties, if any, as part of income tax expense. No interest or penalties were recorded in 2015 or 2014. The Companys 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, 2011. Schedule D, Part XI, Line 2d: foreign currency translation (loss) (4,460) X X X X X false false false false false false false false false Joanne Kamens president/director 178606 0 8125 0 576 0 0 0 20381 0 207688 0 0 0 Melina Fan Dir/Chief scientific officer 175226 0 8125 0 408 0 0 0 20071 0 203830 0 0 0 Compensation committee 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. CHU RING HAZEL JOHN CHU, ptr of law firm 3715 LEGAL FEES false Hamilton Brook Smith Reynolds David Brook, partner 8905 legal fees false 990, PART VI, SECTION A, LINE 2 - FAMILY RELATIONSHIP MELINA FAN AND KENNETH FAN ARE SIBLINGs. MELINA FAN AND BENJIE CHEN ARE SPOUSES. 990, PART VI, SECTION B, LINE 11 - REVIEW PROCESS OF FORM 990 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. 990, PART VI, SECTION B, LINE 12 - CONFLICT OF INTEREST POLICY 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. 990, PART VI, SECTION B, LINE 15 - PROCESS FOR DETERMINING COMPENSATION ADDGENE, INC.'S INDEPENDENT BOARD MEMBERS REVIEWED AND DETERMINED THE COMPENSATION OF ALL OFFICERS ANNUALLY. 990, PART VI, SECTION C, LINE 19 - ORGANIZATION DOCUMENTS ADDGENE, INC.'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS are AVAILABLE TO THE PUBLIC UPON REQUEST. 990, PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS Foreign currency translation (loss) (4,460) 990, Part VI, section A, Line 4 - changes to governing documents The organzation made the following changes to its bylaws: Article I, General Matters, Section 1.2 Location. The location of the principal office of the corporation shall be at 75 Sidney Street, Cambridge, Massachusetts 02139 or at such other place in the United States as the Directors shall from time to time determine. Article III, Board of Directors, Section 3.2 Election and Term of Office. The term of office of each Director, other than ex-officio members, shall be three (3) years. In order to stagger terms for the Directors serving in 2015 under the previous one (1) year term guideline, the terms of the Directors serving as of January 2015 shall be staggered in accordance with the following provisions: The Directors shall be divided into three (3) groups, with each group containing three (3) or more members. The first group will serve under a one (1) year term ending January of 2016, the second group will serve under a two (2) year term ending in January of 2017 and the third group will serve under a three (3) year term ending in January 2018. Thereafter, at each Annual Meeting of the Board of Directors, the Board of Directors shall elect directors to fill expiring terms, each director to hold office for a term of three (3) years until the directors successor has been elected and qualified, except that in the event of a vacancy, which may be filled at any meeting of the Board of Directors, or in the case of a newly-elected director, the director may be elected to a shorter term as may be appropriate to maintain the balance of staggered terms. Directors shall hold office until their successors are elected and qualified. The Executive Director of the corporation shall serve as an ex-officio member of the Board of Directors, and shall have such other powers and duties as are prescribed to directors in these 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 such Vice Presidents, Assistant Clerks, Assistant Secretaries and Assistant Treasurers or other officers, who need not also be Directors, as the Board of Directors deems appropriate. One person may hold more than one office. Secretaries and Assistant Treasurers or other officers, who need not also be Directors, as the Board of Directors deems appropriate. One person may hold more than one office.