ADDGENE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ADDGENE INC (EIN 90-0133592)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2026-04-30
- IRS object ID
- 202641209349300229
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-30T07:40:59-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 255 State Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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) |
|---|---|---|
| In Care Of | % LARRY MIHALCHIK | InCareOfNm |
| Business Name Control | ADDG | BusinessNameControlTxt |
| Phone | 6172259000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 Arsenal Way | AddressLine1Txt |
| City | Watertown | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY MIHALCHIK | PersonNm |
| Person Title | VP of Finance | PersonTitleTxt |
| Phone | 6172259000 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karen Ng EA | PreparerPersonNm |
| PTIN | P01067482 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | CHONNETTIA JONES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 Arsenal Way | AddressLine1Txt |
| City | Watertown | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,391,816 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | See Schedule O | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 154 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,425,499 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,170,496 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,570,256 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,557,778 | CYProgramServiceRevenueAmt |
| PY Investment Income | $307,861 | PYInvestmentIncomeAmt |
| CY Investment Income | $663,542 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $26,303,616 | PYTotalRevenueAmt |
| CY Total Revenue | $26,391,816 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $198,485 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $26,598 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,390,153 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,622,372 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,947,549 | PYOtherExpensesAmt |
| CY Other Expenses | $12,909,019 | CYOtherExpensesAmt |
| PY Total Expenses | $26,536,187 | PYTotalExpensesAmt |
| CY Total Expenses | $27,557,989 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$232,571 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,166,173 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,890,476 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,276,868 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,111,089 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,429,296 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,779,387 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,847,572 | 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $22,172,546 | ExpenseAmt |
| Grant | $26,598 | GrantAmt |
| Revenue | $24,557,778 | RevenueAmt |
| Desc | THE STORAGE AND DISTRIBUTION OF DNA-BASED REAGENTS IN SUPPORT OF SCIENTIFIC RESEARCH. | Desc |
| Total Program Service Expenses | $22,172,546 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 154 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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 | LARRY MIHALCHIK | PersonNm |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Andrew Baltus | |||||||||
| EVP/COO (Ended 10/24) | 40.0 | 0.0 | Yes (X) | $482,283 | $0 | $29,144 | |||
| Michael Lohnes | |||||||||
| CFO (ended 11/24) | 40.0 | 0.0 | $310,894 | $0 | $25,787 | Yes (X) | |||
| Chonnettia Jones | |||||||||
| President/Executive Director | 40.0 | 0.0 | $308,308 | $0 | $14,018 | Yes (X) | |||
| Melina Fan | |||||||||
| EVP/Chief scientific officer | 40.0 | 0.0 | $267,700 | $0 | $34,665 | Yes (X) | |||
| Daniela Bourges-Waldegg | |||||||||
| EVP/Chief Digital&Tech Officer | 40.0 | 0.0 | Yes (X) | $257,423 | $0 | $36,658 | |||
| Tracy Kiernan | |||||||||
| Chief People Officer | 40.0 | 0.0 | Yes (X) | $192,861 | $0 | $38,547 | |||
| Cayla Fauver | |||||||||
| Sr. DR of Platform Eng & IT | 40.0 | 0.0 | $176,638 | $0 | $28,690 | Yes (X) | |||
| Meghan A Rego | |||||||||
| Director, Antibodies | 40.0 | 0.0 | $174,811 | $0 | $29,905 | Yes (X) | |||
| Marcella Patrick | |||||||||
| Sr. Director of production | 40.0 | 0.0 | $164,026 | $0 | $31,527 | Yes (X) | |||
| Matthew E Ghantous | |||||||||
| Platform Engineer V | 40.0 | 0.0 | $154,654 | $0 | $36,561 | Yes (X) | |||
| Eric Perkins | |||||||||
| Sr. Dir. of Org. Transformatio | 40.0 | 0.0 | $184,504 | $0 | $6,687 | Yes (X) | |||
| David Root | |||||||||
| director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Kenneth Fan | |||||||||
| director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Khandan Baradaran | |||||||||
| director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Joanna Brownstein | |||||||||
| director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Michael Koeris | |||||||||
| director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Frank Stegmeier | |||||||||
| director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Karen Katz | |||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Luk H Vandenberghe | |||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Carl paratore | |||||||||
| treasurer/director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Julie Cicalese | |||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Bart G Newland | |||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| John H Chu | |||||||||
| clerk | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,674,102 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $312,189 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 53 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | 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 | $599,718 | |||||
| Fedex | ||||||||||
| 3965 Airways Module G | Memphis | TN | 38116 | Shipping | $1,972,573 | |||||
| Beckman Coulter Inc | ||||||||||
| 36 Cherry Hill Drive | DANVERS | MA | 01923 | manufacturing | $385,635 | |||||
| LGC LIMITED | ||||||||||
| CONSULTING SERVICES | $391,808 | QUEENS ROAD | TEDDINGTON | MIDDLESEX | UK | TW11 0LY | ||||
| Newtek Merchant Solutions | ||||||||||
| 4800 T-REX | BOCA RATON | FL | 33431 | TECHNOLOGY | $306,637 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,160,496 | GovernmentGrantsAmt |
| All Other Contributions | $10,000 | AllOtherContributionsAmt |
| Total Contributions | $1,170,496 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PLASMID SALES | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $24,557,778 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,557,778 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,557,778 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $663,542 | TotalRevenueColumnAmt |
| Exclusion | $663,542 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,391,816 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,557,778 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $663,542 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,598 | TotalAmt |
| Program Services | $26,598 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,819,469 | TotalAmt |
| Program Services | $1,455,575 | ProgramServicesAmt |
| Management And General | $363,894 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,646,230 | TotalAmt |
| Program Services | $7,716,984 | ProgramServicesAmt |
| Management And General | $1,929,246 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,027 | TotalAmt |
| Program Services | $252,022 | ProgramServicesAmt |
| Management And General | $63,005 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,995,496 | TotalAmt |
| Program Services | $1,410,504 | ProgramServicesAmt |
| Management And General | $584,992 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $846,150 | TotalAmt |
| Program Services | $676,920 | ProgramServicesAmt |
| Management And General | $169,230 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,493 | TotalAmt |
| Program Services | $5,249 | ProgramServicesAmt |
| Management And General | $47,244 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,330 | TotalAmt |
| Management And General | $170,330 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,302 | TotalAmt |
| Program Services | $367,072 | ProgramServicesAmt |
| Management And General | $633,230 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,265 | TotalAmt |
| Program Services | $24,952 | ProgramServicesAmt |
| Management And General | $1,313 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,542 | TotalAmt |
| Program Services | $150,111 | ProgramServicesAmt |
| Management And General | $313,431 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,648 | TotalAmt |
| Program Services | $234,068 | ProgramServicesAmt |
| Management And General | $187,580 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,351,439 | TotalAmt |
| Program Services | $2,781,694 | ProgramServicesAmt |
| Management And General | $569,745 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,898 | TotalAmt |
| Program Services | $30,659 | ProgramServicesAmt |
| Management And General | $17,239 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,732 | TotalAmt |
| Program Services | $1,366 | ProgramServicesAmt |
| Management And General | $1,366 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,451 | TotalAmt |
| Program Services | $398,775 | ProgramServicesAmt |
| Management And General | $34,676 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,929 | TotalAmt |
| Management And General | $151,929 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| LAB EXPENSES | $3,227,169 | $3,227,169 | $0 | |
| PRODUCT SHIPPING FEES | $3,057,884 | $3,057,884 | $0 | |
| ORDER MERCHANT CARD FEES | $319,470 | $319,470 | $0 | |
| BAD DEBT EXP | $118,961 | $118,961 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,506 | TotalAmt |
| Program Services | $35,474 | ProgramServicesAmt |
| Management And General | $28,032 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,557,989 | TotalAmt |
| Program Services | $22,172,546 | ProgramServicesAmt |
| Management And General | $5,385,443 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,592,892 | BOYAmt |
| EOY | $8,960,871 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,672,564 | BOYAmt |
| EOY | $6,992,261 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,719 | BOYAmt |
| EOY | $90,919 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,365,093 | BOYAmt |
| EOY | $1,543,186 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,446,651 | BOYAmt |
| EOY | $1,841,373 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,700 | BOYAmt |
| EOY | $391,807 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,335,183 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,990,692 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,273,246 | BOYAmt |
| EOY | $1,344,491 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,944,611 | BOYAmt |
| EOY | $32,111,960 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,890,476 | BOYAmt |
| EOY | $53,276,868 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,772,000 | BOYAmt |
| EOY | $1,840,048 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,339,089 | BOYAmt |
| EOY | $36,589,248 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,111,089 | BOYAmt |
| EOY | $38,429,296 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,779,387 | BOYAmt |
| EOY | $14,847,572 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,779,387 | BOYAmt |
| EOY | $14,847,572 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,890,476 | BOYAmt |
| EOY | $53,276,868 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,166,173 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$3,760,415 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$5,227 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $976,024 | OtherCostOrOtherBasisAmt |
| Depreciation | $533,344 | DepreciationAmt |
| Book Value | $442,680 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,420,792 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,635,628 | DepreciationAmt |
| Book Value | $785,164 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $938,367 | OtherCostOrOtherBasisAmt |
| Depreciation | $821,720 | DepreciationAmt |
| Book Value | $116,647 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,344,491 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OPERATING RIGHT OF USE ASSET | $32,103,960 |
| DEPOSITS | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $32,111,960 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $36,361,776 |
| CONTRACT LIABILITY - REWARDS PROG. | $227,472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $36,589,248 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,391,816 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $26,391,816 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $26,391,816 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,563,216 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,227 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,227 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,557,989 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $27,557,989 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| OTHER EXPENSES INCLUDED IN FINANCIALS NOT ON RETURN | Foreign Currency Loss ($5,227) |
| PART X, LINE 2: | The Company is generally exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). The Company is not required to file federal and state tax returns to report unrelated business income tax ("UBIT") unless the Company has UBIT. There was no provision for UBIT for the year ended December 31, 2024. 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-likelythan- 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, 2024. The Company records interest and penalties, if any, as part of income tax expense. No interest or penalties were recorded in 2024. 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, 2021. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Marketing/Admin Serv | SpecificServicesProvidedTxt |
| Region Total Expenditures | $386,581 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $386,581 | SubtotalSpentAmt |
| Total Spent | $386,581 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of California Davis | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Shields Ave | AddressLine1Txt |
| City | Davis | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95616 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 946081352 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $26,598 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | Sub-Grant from NIH | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
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 | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| Daniela Bourges-Waldegg | ||||||
| EVP/Chief Digital&Tech Officer | $256,923 | $0 | $500 | $8,296 | $28,362 | $294,081 |
| Cayla Fauver | ||||||
| Sr. DR of Platform Eng & IT | $176,138 | $0 | $500 | $7,046 | $21,644 | $205,328 |
| Michael Lohnes | ||||||
| CFO (ended 11/24) | $166,711 | $0 | $144,183 | $7,092 | $18,695 | $336,681 |
| Andrew Baltus | ||||||
| EVP/COO (Ended 10/24) | $219,633 | $0 | $262,650 | $9,509 | $19,635 | $511,427 |
| Marcella Patrick | ||||||
| Sr. Director of production | $163,526 | $0 | $500 | $5,785 | $25,742 | $195,553 |
| Melina Fan | ||||||
| EVP/Chief scientific officer | $267,200 | $0 | $500 | $10,688 | $23,977 | $302,365 |
| Eric Perkins | ||||||
| Sr. Dir. of Org. Transformatio | $184,368 | $0 | $136 | $6,238 | $449 | $191,191 |
| Meghan A Rego | ||||||
| Director, Antibodies | $174,311 | $0 | $500 | $6,972 | $22,933 | $204,716 |
| Chonnettia Jones | ||||||
| President/Executive Director | $308,308 | $0 | $0 | $6,061 | $7,957 | $322,326 |
| Tracy Kiernan | ||||||
| Chief People Officer | $192,384 | $0 | $477 | $7,399 | $31,148 | $231,408 |
| Matthew E Ghantous | ||||||
| Platform Engineer V | $154,154 | $500 | $0 | $6,186 | $30,375 | $191,215 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J: Part 1, Line 3 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. |
| Schedule J: Part 1, Line 4a Severance Payments | Andrew Baltus, Executive VP & COO, received a severance payment of $262,650 upon involuntary termination of employment effective October 16, 2024. Michael Lohnes, CFO, received a severance payment of $144,183 upon involuntary termination of employment effective November 6, 2024. The severance payments were paid in accordance with the organization's severance policy. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Prince Lobel Tye LLP | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | John Chu, Partner of Law | RelationshipDescriptionTxt |
| Transaction | $8,573 | TransactionAmt |
| Transaction | LEGAL SERVICES TO ADDGENE | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: PRINCE LOBEL TYE LLP (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: JOHN CHU, PARTNER OF LAW FIRM (D) DESCRIPTION OF TRANSACTION: JOHN CHU IS THE CLERK OF ADDGENE. HE IS ALSO THE PARTNER OF PRINCE LOBEL TYE LLP. PRINCE LOBEL TYE LLP PROVIDED LEGAL SERVICES TO ADDGENE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 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 B, LINE 11B: | FORM 990 WAS REVIEWED BY MANAGEMENT, AND A FULL COPY OF FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING WITH 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 XII LINE 2C: | THERE WAS NO CHANGE IN THE OVERSIGHT PROCEES OR SELECTION PROCESS DURING THE TAX YEAR. |
| Form 990, Part I Line 1: | 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. |
| Form 990, Part XI Line 9 | Foreign Currency Losses of ($5,227). |
| Form 990, Line B, Amended Return | The organization is amending its 2024 form 990 filing due to changes in the Audited Financial Statements, not available at the time of the original filing. The following changes were made to the form 990 to tie to the audited financial statements. Core Form 990: Part I, Summary Line 17, Other Expenses - Changed from $13,052,361 to $12,909,019 Line 18, Total Expenses - Changed from $27,701,331 to $27,557,989 Line 19, Revenue less expenses - Changed from ($1,309,515) to ($1,166,173) Line 20, Total Assets - Changed from $56,666,520 to $53,276,868 Line 21, Total Liabilities - Changed from $38,201,875 to $38,429,296 Line 22, Net Assets or fund Balances - Changed from $18,464,645 to $14,847,572 Part III, Statement of Program Service Accomplishments LINE 4A - EXPENSES CHANGED FROM $20,255,303 TO $22,172,546 LINE 4E, Total program service expenses - CHANGED FROM $20,255,303 TO $22,172,546 PART IX, Statement of Functional Expenses LINE 5, Compensation of current officers, directors, trustees, and key employees: - COLUMN B CHANGED FROM $1,273,628 TO $1,455,575 - COLUMN C CHANGED FROM $545,841 TO $363,894 LINE 7, Other salaries and wages: - COLUMN B CHANGED FROM $6,752,361 TO $7,716,984 - COLUMN C CHANGED FROM $2,893,868 TO $1,929,246 LINE 8, Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions): - COLUMN B CHANGED FROM $220,519 TO $252,022 - COLUMN C CHANGED FROM $94,508 TO $63,005 LINE 9, Other employee benefits: - COLUMN B CHANGED FROM $1,234,192 TO $1,410,504 - COLUMN C CHANGED FROM $761,305 TO $584,992 LINE 10, Payroll taxes: - COLUMN B CHANGED FROM $592,305 TO $676,920 - COLUMN C CHANGED FROM $253,845 TO $169,230 LINE 11G, Other Fees: - COLUMN B CHANGED FROM $278,106 TO $367,072 - COLUMN C CHANGED FROM $722,196 TO $633,230 LINE 14, Information technology: - COLUMN B CHANGED FROM $210,825 TO $234,068 - COLUMN C CHANGED FROM $210,822 TO $187,580 LINE 16, Occupancy: - COLUMN B CHANGED FROM $2,346,007 TO $2,781,694 - COLUMN C CHANGED FROM $1,005,431 TO $569,745 LINE 22, Depreciation, depletion, and amortization: - COLUMN B CHANGED FROM $325,088 TO $398,775 - COLUMN C CHANGED FROM $108,363 TO $34,676 LINE 24A, Lab Expenses: - COLUMN A CHANGED FROM $3,370,510 TO $3,227,169 - COLUMN B CHANGED FROM $3,370,510 TO $3,227,169 LINE 25, Total functional expenses: - COLUMN A CHANGED FROM $27,701,331 TO $27,557,989 - COLUMN B CHANGED FROM $20,255,303 TO $22,172,546 - COLUMN C CHANGED FROM $7,446,028 TO $5,385,443 PART X, Balance Sheet: LINE 8, Inventories for sale or use - CHANGED FROM $5,230,974 TO $1,841,373 LINE 9, Prepaid Expenses and deferred charges - CHANGED FROM $391,858 TO $391,807 LINE 16, Total Assets - CHANGED FROM $56,666,520 TO $53,276,868 LINE 17, Accounts payable and accrued expenses - CHANGED FROM $1,676,157 TO $1,840,048 LINE 25, Other liabilities - CHANGED FROM $36,525,718 TO $36,589,248 LINE 26, Total liabilities - CHANGED FROM $38,201,875 TO $38,429,296 LINE 27, Net assets without donor restrictions - CHANGED FROM $18,464,645 TO $14,847,572 LINE 32, Total net assets or fund balances - CHANGED FROM $18,464,645 TO $14,847,572 LINE 33, Total liabilities and net assets/fund balances - CHANGED FROM $56,666,520 TO $53,276,868 PART XI, Reconciliation of Net Assets: LINE 2, total expenses - CHANGED FROM $27,701,331 TO $27,557,989 LINE 3, Revenue less expenses - CHANGED FROM ($1,309,515) TO ($1,166,173) LINE 8, Prior year adjustments - CHANGED FROM $0 TO ($3,760,415) LINE 10, Net assets or fund balances at end of year - CHANGED FROM $18,464,645 TO $14,847,572 SCHEDULE D, Supplemental Financial Statements PART X, Line 1, OTHER LIABILITIES: - CONTRACT LIABILITY CHANGED FROM $0 T0 $227,472 - Total changed from $36,525,718 to $36,589,248 PART XII, Reconciliation of Expenses per Audited Financial Statements: LINE 1, Total Expenses - CHANGED FROM $27,706,558 TO $27,563,216 LINE 3 - CHANGED FROM $27,701,331 TO $27,557,989 LINE 5, Total Expenses - CHANGED FROM $27,701,331 TO $27,557,989 Part XIII, Supplemental Information Schedule D, Part X, line 2, Liability for uncertain tax positions - disclosure changed to tie the audited financial statements |