2026-04-30T07:40:59-05:00 2024-12-31 Wolf & Company PC 255 State Street Boston MA 02109 990 2024-01-01 900133592 Addgene Inc % LARRY MIHALCHIK ADDG 6172259000 490 Arsenal Way Watertown MA 02472 LARRY MIHALCHIK VP of Finance 6172259000 2026-04-27 true true Karen Ng EA P01067482 6174399700 2026-04-27 2024 2025-03-06 01:10:19Z X CHONNETTIA JONES 490 Arsenal Way Watertown MA 02472 26391816 false X www.addgene.org X 2004 MA See Schedule O 11 10 154 11 0 1425499 1170496 24570256 24557778 307861 663542 0 0 26303616 26391816 198485 26598 0 0 13390153 14622372 0 0 0 12947549 12909019 26536187 27557989 -232571 -1166173 60890476 53276868 41111089 38429296 19779387 14847572 X 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 22172546 26598 24557778 THE STORAGE AND DISTRIBUTION OF DNA-BASED REAGENTS IN SUPPORT OF SCIENTIFIC RESEARCH. 22172546 true true false false false false false false false false true false false true true true true false false true true false false false false false false true false true false false false false false true false false false false false false false false false false false true 19 0 true 154 true false false false false false false false false false false false false X 11 10 true false false false false false false true true false false true true true true true true true true false MA X LARRY MIHALCHIK 6172259000 490 ARSENAL WAY NO 100 Watertown MA 02472 X Andrew Baltus EVP/COO (Ended 10/24) 40.0 0.0 X 482283 0 29144 Michael Lohnes CFO (ended 11/24) 40.0 0.0 X 310894 0 25787 Chonnettia Jones President/Executive Director 40.0 0.0 X 308308 0 14018 Melina Fan EVP/Chief scientific officer 40.0 0.0 X 267700 0 34665 Daniela Bourges-Waldegg EVP/Chief Digital&Tech Officer 40.0 0.0 X 257423 0 36658 Tracy Kiernan Chief People Officer 40.0 0.0 X 192861 0 38547 Cayla Fauver Sr. DR of Platform Eng & IT 40.0 0.0 X 176638 0 28690 Meghan A Rego Director, Antibodies 40.0 0.0 X 174811 0 29905 Marcella Patrick Sr. Director of production 40.0 0.0 X 164026 0 31527 Matthew E Ghantous Platform Engineer V 40.0 0.0 X 154654 0 36561 Eric Perkins Sr. Dir. of Org. Transformatio 40.0 0.0 X 184504 0 6687 David Root director 1.0 0.0 X 0 0 0 Kenneth Fan director 1.0 0.0 X 0 0 0 Khandan Baradaran director 1.0 0.0 X 0 0 0 Joanna Brownstein director 1.0 0.0 X 0 0 0 Michael Koeris director 1.0 0.0 X 0 0 0 Frank Stegmeier director 1.0 0.0 X 0 0 0 Karen Katz Director 1.0 0.0 X 0 0 0 Luk H Vandenberghe Director 1.0 0.0 X 0 0 0 Carl paratore treasurer/director 1.0 0.0 X X 0 0 0 Julie Cicalese Director 1.0 0.0 X 0 0 0 Bart G Newland Director 1.0 0.0 X 0 0 0 John H Chu clerk 1.0 0.0 X 0 0 0 2674102 0 312189 53 false true false UPS 996 Massachusetts Avenue Cambridge MA 02139 Shipping 599718 Fedex 3965 Airways Module G Memphis TN 38116 Shipping 1972573 Beckman Coulter Inc 36 Cherry Hill Drive DANVERS MA 01923 manufacturing 385635 LGC LIMITED QUEENS ROAD TEDDINGTON MIDDLESEX UK TW11 0LY CONSULTING SERVICES 391808 Newtek Merchant Solutions 4800 T-REX BOCA RATON FL 33431 TECHNOLOGY 306637 15 1160496 10000 1170496 PLASMID SALES 541700 24557778 24557778 24557778 663542 663542 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 26391816 24557778 663542 26598 26598 0 0 0 0 1819469 1455575 363894 0 0 9646230 7716984 1929246 0 315027 252022 63005 0 1995496 1410504 584992 0 846150 676920 169230 0 0 52493 5249 47244 0 170330 170330 0 0 0 0 1000302 367072 633230 0 26265 24952 1313 0 463542 150111 313431 0 421648 234068 187580 0 0 3351439 2781694 569745 0 47898 30659 17239 0 0 2732 1366 1366 0 0 0 433451 398775 34676 0 151929 151929 0 LAB EXPENSES 3227169 3227169 0 PRODUCT SHIPPING FEES 3057884 3057884 0 ORDER MERCHANT CARD FEES 319470 319470 0 BAD DEBT EXP 118961 118961 63506 35474 28032 27557989 22172546 5385443 0 9592892 8960871 6672564 6992261 198719 90919 1365093 1543186 0 0 0 0 0 0 5446651 1841373 396700 391807 4335183 2990692 1273246 1344491 0 0 0 0 0 0 0 0 35944611 32111960 60890476 53276868 1772000 1840048 0 0 0 0 0 0 0 0 0 0 0 0 0 0 39339089 36589248 41111089 38429296 X 19779387 14847572 0 0 19779387 14847572 60890476 53276868 X -1166173 -3760415 -5227 X X false true X true true true X DANA-FARBER CANCER INSTITUTE Boston MA RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 976024 533344 442680 2420792 1635628 785164 938367 821720 116647 1344491 OPERATING RIGHT OF USE ASSET 32103960 DEPOSITS 8000 32111960 0 OPERATING LEASE LIABILITY 36361776 CONTRACT LIABILITY - REWARDS PROG. 227472 36589248 X 26391816 26391816 26391816 27563216 5227 5227 27557989 27557989 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. Europe (Including Iceland and Greenland) 0 0 Program Services Marketing/Admin Serv 386581 0 0 0 0 386581 386581 false false false false false false false University of California Davis 1 Shields Ave Davis CA 95616 946081352 501(c)(3) 26598 0 Sub-Grant from NIH 1 X X X X X true false false false false false false false false Daniela Bourges-Waldegg EVP/Chief Digital&Tech Officer 256923 0 500 8296 28362 294081 Cayla Fauver Sr. DR of Platform Eng & IT 176138 0 500 7046 21644 205328 Michael Lohnes CFO (ended 11/24) 166711 0 144183 7092 18695 336681 Andrew Baltus EVP/COO (Ended 10/24) 219633 0 262650 9509 19635 511427 Marcella Patrick Sr. Director of production 163526 0 500 5785 25742 195553 Melina Fan EVP/Chief scientific officer 267200 0 500 10688 23977 302365 Eric Perkins Sr. Dir. of Org. Transformatio 184368 0 136 6238 449 191191 Meghan A Rego Director, Antibodies 174311 0 500 6972 22933 204716 Chonnettia Jones President/Executive Director 308308 0 0 6061 7957 322326 Tracy Kiernan Chief People Officer 192384 0 477 7399 31148 231408 Matthew E Ghantous Platform Engineer V 154154 500 0 6186 30375 191215 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. Prince Lobel Tye LLP John Chu, Partner of Law 8573 LEGAL SERVICES TO ADDGENE false SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (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. 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