2024-09-23T13:58:13-05:00 2023-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990 2023-01-01 900133592 ADDGENE INC ADDG 6172259000 490 ARSENAL WAY WATERTOWN MA 02472 MICHAEL LOHNES CFO 6172259000 2024-09-20 1 1 KAREN S NG P01067482 6174399700 2024-09-20 2023 2024-08-08 14:25:15Z DANIELA BOURGES 490 ARSENAL WAY WATERTOWN MA 02472 26303616 0 X WWW.ADDGENE.ORG X 2004 MA 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. 11 10 142 11 0 0 1350592 1425499 22746216 24570256 12127 307861 0 0 24108935 26303616 170448 198485 0 0 11336542 13390153 0 0 0 12096103 12947549 23603093 26536187 505842 -232571 63886487 60890476 43869286 41111089 20017201 19779387 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. 0 0 19879381 198485 24570256 THE STORAGE AND DISTRIBUTION OF DNA-BASED REAGENTS IN SUPPORT OF SCIENTIFIC RESEARCH. 19879381 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 142 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X MICHAEL LOHNES 6172259000 490 ARSENAL WAY NO100 WATERTOWN MA 02472 DAVID ROOT DIRECTOR 1.00 X 0 0 0 KENNETH FAN DIRECTOR 1.00 X 0 0 0 KHANDAN BARADARAN DIRECTOR 1.00 X 0 0 0 JOANNA BROWNSTEIN DIRECTOR 1.00 X 0 0 0 MICHAEL KOERIS DIRECTOR 1.00 X 0 0 0 FRANK STEGMEIER DIRECTOR 1.00 X 0 0 0 KAREN KATZ DIRECTOR 1.00 X 0 0 0 LUK H VANDENBERGHE DIRECTOR 1.00 X 0 0 0 CARL PARATORE TREASURER/DIRECTOR 1.00 X X 0 0 0 JULIE CICALESE DIRECTOR 1.00 X 0 0 0 BART G NEWLAND DIRECTOR 1.00 X 0 0 0 JOHN H CHU CLERK 1.00 X 0 0 0 MICHAEL LOHNES CHIEF FINANCIAL OFFICER 40.00 X 181208 0 22219 MELINA FAN EVP/CHIEF SCIENTIFIC OFFICER 40.00 X 231024 0 27459 CHONNETTIA JONES PRESIDENT/EXECUTIVE DIRECTOR 40.00 X 279862 0 6510 DANIELA BOURGES-WALDEGG EVP/CHIEF DIGITAL & TECH OFFICER 40.00 X 219853 0 26662 ANDREW BALTUS EVP/CHIEF OPERATING OFFICER 40.00 X 212716 0 20461 TRACY KIERNAN CHIEF PEOPLE OFFICER 40.00 X 187234 0 22903 CAYLA FAUVER SR. DIR OF PLATFORM ENGINEERING & IT 40.00 X 171065 0 19563 MARCELLA PATRICK SR. DIRECTOR OF PRODUCTION 40.00 X 159269 0 24438 ERIC PERKINS SR. DIR. OF ORG. TRANSFORMATION 40.00 X 174533 0 6642 MEGHAN A REGO DIRECTOR, ANTIBODIES 40.00 X 169721 0 24290 MATTHEW E GHANTOUS PLATFORM ENGINEER V 40.00 X 150086 0 23613 2136571 0 224760 45 0 1 0 FEDEX 3965 AIRWAYS MODULE G MEMPHIS TN 38116 SHIPPING 1553546 UPS 996 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 SHIPPING 947249 VWR INTERNATIONAL LLC PO BOX 640169 PITSBURGH PA 15264 LAB SERVICES 493086 LGC LIMITED QUEENS ROAD TEDDINGTON MIDDLESEX UK TW11 0LY CONSULTING SERVICES 315057 NEWTEK MERCHANT SOLUTIONS 4800 T-REX BOCA RATON FL 33431 TECHNOLOGY 287038 10 1425499 1425499 PLASMID SALES 541700 24570256 24570256 24570256 307861 307861 26303616 24570256 0 307861 197985 197985 500 500 1311898 918329 393569 2416 1691 725 9216712 6451698 2765014 218040 152628 65412 1832454 1118091 714363 808633 566043 242590 21677 2168 19509 65648 65648 693077 216924 476153 106175 100866 5309 393606 109284 284322 406332 203166 203166 3499011 2449242 1049769 84225 56966 27259 13088 6544 6544 490493 367870 122623 84759 84759 LAB EXPENSES 3605418 3605418 PRODUCT SHIPPING FEES 3031166 3031166 ORDER MERCHANT CARD FEE 290560 290560 BAD DEBT EXP 100261 100261 62053 32242 29811 26536187 19879381 6656806 0 5677086 9592892 9879731 6672564 352010 198719 1403215 1365093 5154779 5446651 288366 396700 4029662 2756416 1286976 1273246 39844324 35944611 63886487 60890476 1841750 1772000 42027536 39339089 43869286 41111089 X 20017201 19779387 20017201 19779387 63886487 60890476 X -232571 -5243 X X 0 1 X 1 1 1 X DANA-FARBER CANCER INSTITUTE BOSTON MA RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 927116 430247 496869 2217334 1593441 623893 885212 732728 152484 1273246 OPERATING LEASE RIGHT-OF-USE-ASSET 35944611 35944611 OPERATING LEASE LIABILITY 39339089 39339089 X 26303616 0 26303616 0 26303616 26541430 5243 5243 26536187 0 26536187 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 YEARS ENDED DECEMBER 31, 2023 AND 2022, RESPECTIVELY. 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, 2023 AND 2022. THE COMPANY RECORDS INTEREST AND PENALTIES, IF ANY, AS PART OF INCOME TAX EXPENSE. NO INTEREST OR PENALTIES WERE RECORDED IN 2023 OR 2022. 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, 2020. PART XII, LINE 2D - OTHER ADJUSTMENTS: FOREIGN CURRENCY LOSS 5,243. EUROPE 0 0 PROGRAM SERVICES MARKETING/ADMIN SERVICE 309891 0 0 0 0 0 0 309891 0 309891 0 0 0 0 0 0 0 UNIVERSITY OF CALIFORNIA DAVIS 1 SHIELDS AVE DAVIS CA 95616 946081352 501(C)(3) 197985 0 SUB-GRANT FROM NIH 1 0 TRAVEL AWARDS 1 500 X X X X X 0 0 0 0 0 0 0 0 0 CHONNETTIA JONES PRESIDENT/EXECUTIVE DIRECTOR 279231 0 0 0 631 0 0 0 6510 0 286372 0 0 0 MELINA FAN EVP/CHIEF SCIENTIFIC OFFICER 230344 0 0 0 680 0 9214 0 18245 0 258483 0 0 0 DANIELA BOURGES-WALDEGG EVP/CHIEF DIGITAL & TECH OFFICER 219077 0 0 0 776 0 8378 0 18284 0 246515 0 0 0 ANDREW BALTUS EVP/CHIEF OPERATING OFFICER 207886 0 4650 0 180 0 7607 0 12854 0 233177 0 0 0 TRACY KIERNAN CHIEF PEOPLE OFFICER 186646 0 0 0 588 0 4298 0 18605 0 210137 0 0 0 MICHAEL LOHNES CHIEF FINANCIAL OFFICER 180528 0 0 0 680 0 7221 0 14998 0 203427 0 0 0 MEGHAN A REGO DIRECTOR, ANTIBODIES 169113 0 0 0 608 0 6765 0 17525 0 194011 0 0 0 CAYLA FAUVER SR. DIR OF PLATFORM ENGINEERING & IT 170885 0 0 0 180 0 6709 0 12854 0 190628 0 0 0 MARCELLA PATRICK SR. DIRECTOR OF PRODUCTION 158649 0 0 0 620 0 5665 0 18773 0 183707 0 0 0 ERIC PERKINS SR. DIR. OF ORG. TRANSFORMATION 174353 0 0 0 180 0 6146 0 496 0 181175 0 0 0 MATTHEW E GHANTOUS PLATFORM ENGINEER V 149478 0 0 0 608 0 5979 0 17634 0 173699 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. PRINCE LOBEL TYE LLP JOHN CHU, PARTNER OF LAW FIRM 17237 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. 0 CHRIS J CHEN SON OF MELINA FAN,EVP/CHIEF SCIENTIFIC OFFICER 2416 PART TIME EMPLOYMENT DURING SUMMER MONTHS. 0 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 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 TRANSLATION LOSS -5,243. FORM 990, PART XII LINE 2C THERE WAS NO CHANGE IN THE OVERSIGHT PROCEES OR SELECTION PROCESS DURING THE TAX YEAR 2023.