2025-05-08T15:17:55-05:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 270486705 ALLIANCE FOR REGENERATIVE MEDICINE ALLI 8444712200 1015 18TH STREET NW SUITE 1102 WASHINGTON DC 20036 TIMOTHY HUNT CEO 8444712200 2025-04-21 1 1 AARON M FOX P01365820 2022274000 2025-04-21 2023 2025-03-06 01:10:19Z X TIMOTHY HUNT 1015 18TH STREET NW SUITE 1102 WASHINGTON DC 20036 17771064 0 X WWW.ALLIANCERM.ORG X 2009 DC THE ALLIANCE FOR REGENERATIVE MEDICINE (ARM) IS THE PREEMINENT GLOBAL ADVOCATE FOR REGENERATIVE AND ADVANCED THERAPIES. ARM FOSTERS RESEARCH, DEVELOPMENT, INVESTMENT AND COMMERCIALIZATION OF TRANSFORMATIONAL TREATMENTS AND CURES FOR PATIENTS WORLDWIDE. BY LEVERAGING THE EXPERTISE OF ITS MEMBERSHIP, ARM EMPOWERS MULTIPLE STAKEHOLDERS TO PROMOTE LEGISLATIVE, REGULATORY, AND PUBLIC UNDERSTANDING OF, AND SUPPORT OF, THIS EXPANDING FIELD. 32 32 34 30 0 0 0 281706 15290270 16096982 73682 303719 0 0 15363952 16682407 0 0 0 0 4643223 5349861 0 0 0 9829952 12336409 14473175 17686270 890777 -1003863 11865378 10981787 5651225 5333991 6214153 5647796 X SEE SCHEDULE O 0 0 6745926 PUBLIC AFFAIRS, ADVOCACY, AND COMMUNICATIONS: GLOBAL PUBLIC AFFAIRS (GPA) IS AN ALIGNMENT OF MARKET READINESS, PREPARATION AND CONDITIONING STRATEGIES (PRE-COMMERCIAL) IN THE UNITED STATES AND EUROPE THAT IS COMPLEMENTARY TO THE REIMBURSEMENT AND REGULATORY NEEDS OF OUR MEMBER ORGANIZATIONS, AND ULTIMATELY ACHIEVING PATIENT ACCESS TO OUR INNOVATIONS. THE FUNCTION IS ALSO THE STEWARD OF ARM'S BRAND AND REPUTATION. TACTICALLY, GPA PROVIDES COMPREHENSIVE, CENTRALIZED, AND CONSISTENT SUPPORT ON KEY ALLIANCE INITIATIVES AND OBJECTIVES AND ENGAGES WITH STAKEHOLDERS TO CONTINUE TO SUSTAIN LEGITIMACY BY SAFEGUARDING ARM'S IMAGE AND REPUTATION IN A HOSTILE POLITICAL AND REGULATORY ENVIRONMENT. 5751343 8348623 EVENTS: TO CONVENE BOTH ARM MEMBERS AND NON-MEMBERS TO PROMOTE COMMERCIAL, ETHICAL, SCIENTIFIC, AND GOVERNMENT AFFAIRS EXCHANGE SURROUNDING THE CELL AND GENE THERAPY SECTOR. 1139132 SCIENCE AND TECHNOLOGY: TO DEVELOP CONSENSUS PRODUCT DEVELOPMENT, REGULATORY STANDARDS, AND PROVIDE MORE EFFICIENT ACCESS TO INDUSTRY BEST-PRACTICES REGARDING MANUFACTURING AND SCALE-UP. 846952 165000 INTERNSHIPS: FACILITATES THE PAIRING OF INTERNS WITH MEMBER COMPANIES AND PROVIDES PROGRAMMING FOR THE INTERNS. 598921 7583359 MEMBERSHIP RELATIONS: GATHER FROM MEMBERS. 1445873 7748359 15082274 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 12 0 1 34 1 0 0 0 0 1 1 0 0 0 X 32 32 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X TREERITA JOHNSON-GREENE 2672354799 1015 18TH STREET NW SUITE 1102 WASHINGTON DC 20036 DEVYN SMITH CHAIR 2.00 X X 0 0 0 ALISON MOORE SECRETARY 2.00 X X 0 0 0 CHRISTOPHER VANN TREASURER 2.00 X X 0 0 0 DAVID LENNON VICE CHAIR 2.00 X X 0 0 0 FARAZ ALI DIRECTOR 0.31 X 0 0 0 ROBERT ANG DIRECTOR 0.31 X 0 0 0 CATHERINE BOLLARD DIRECTOR 0.31 X 0 0 0 AMY BUTLER DIRECTOR 0.31 X 0 0 0 BRADLEY CAMPBELL DIRECTOR 0.31 X 0 0 0 MIGUEL FORTE DIRECTOR 0.31 X 0 0 0 CHRISTINE FOX DIRECTOR 0.31 X 0 0 0 BOBBY GASPAR DIRECTOR 0.31 X 0 0 0 BRETT KOPELAN DIRECTOR 0.31 X 0 0 0 ANN LEE DIRECTOR 0.31 X 0 0 0 TIM LU DIRECTOR TO 03/23 0.31 X 0 0 0 JOHN MASLOWSKI DIRECTOR 0.31 X 0 0 0 CHRIS MASON DIRECTOR 0.31 X 0 0 0 DEBRA MILLER DIRECTOR 0.31 X 0 0 0 ADORA NDU DIRECTOR 0.31 X 0 0 0 SUSAN NICHOLS DIRECTOR 0.31 X 0 0 0 EMILE NUWAYSIR DIRECTOR 0.31 X 0 0 0 KARAH PARSCHAUER DIRECTOR 0.31 X 0 0 0 JACOB PETERSON DIRECTOR 0.31 X 0 0 0 LOUISE RODINO-KLAPAC DIRECTOR 0.31 X 0 0 0 JEFF ROSS DIRECTOR 0.31 X 0 0 0 ALBERTO SANTAGOSTINO DIRECTOR 0.31 X 0 0 0 LAURA SEPP-LORENZINO DIRECTOR 0.31 X 0 0 0 BOB SMITH DIRECTOR 0.31 X 0 0 0 ARTHUR TZIANABOS DIRECTOR 0.31 X 0 0 0 KRISTIN YAREMA DIRECTOR 0.31 X 0 0 0 RA SESSION DIRECTOR 0.31 X 0 0 0 CURRAN SIMPSON DIRECTOR 0.31 X 0 0 0 TIMOTHY HUNT CHIEF EXECUTIVE OFFICER 40.00 X 527605 0 40896 MARK BATTAGLINI CHIEF STRATEGY OFFICER 40.00 X 405816 0 29531 TREERITA JOHNSON-GREENE COO AS OF 04/23 40.00 X 275487 0 6213 DAVID TOWNSEND VP, FINANCE & OPERATIONS TO 08/23 40.00 X 210572 0 20634 ERICA CISCHKE VP, GOVT AFFAIRS AS OF 05/23 40.00 X 164635 0 4537 JANET LAMBERT ADVISOR TO THE CEO TO 01/23 40.00 X 1950 0 29842 MICHAEL LEHMICKE SVP, SCIENCE AND INDUSTRY 40.00 X 253338 0 28773 JOSEPHINE LEMBONG SR MGR, SCIENCE AND INDUSTRY 40.00 X 152036 0 17714 STEPHEN MAJORS SR DIRECTOR GLOBAL COMMS 40.00 X 232533 0 18335 BRETT LOGAN DR, MARKET ACCESS AND REIM. TO 08/23 40.00 X 203157 0 7860 LAURA C STRINGHAM VP, MEMBERSHIP AND EVENTS 40.00 X 188073 0 26591 ROSIE WALKER PROGRAM DIRECTOR, GROW INTERNSHIP 40.00 X 140200 0 9535 NATALIE FEKETE MANAGER, SCIENCE AND INDUSTRY AFFAIRS 40.00 X 135533 0 14482 2890935 0 254943 17 0 1 0 ATLANTICA GROUP LLC 49 SUMMIT AVENUE BROOKLINE MA 02446 PROF SERVICES-HEALTH POLICY 1061205 APCO WORLDWIDE SA 47 RUE MONTOYER 5TH FLOOR BRUXELLES BE 1000 PUBLIC RELATIONS 479901 HOLLAND & KNIGHT LLP PO BOX 864084 ORLANDO FL 32886 LEGAL SERVICES 478179 GCI HEALTH 1801 K STREET NW WASHINGTON DC 20006 PUBLIC RELATIONS 459550 FORETHOUGHT ACCESS SARL 37 AVENUE DE LAUSANNE GENEVA SZ 371201 CONSULTANT SERVICES 318171 23 281706 281706 MEMBERSHIP DUES 900099 7583359 7583359 REGEN MED INVESTOR MEETING 900099 6532763 6532763 MEMBERSHIP MEETINGS 900099 1815860 1815860 GROW INTERNSHIP PROGRAM 900099 132000 132000 WEBINARS 900099 33000 33000 16096982 317376 317376 1075000 1088657 -13657 -13657 -13657 16682407 16096982 0 303719 X 2139750 1069875 1069875 2565776 2021089 544687 59658 47611 12047 270359 222332 48027 314318 208641 105677 181095 141254 39841 52658 41073 11585 627500 627500 32148 32148 4248199 3752811 495388 115 115 164341 128187 36154 242669 189282 53387 221146 172494 48652 242711 178398 64313 5631899 5631899 3385 2640 745 17722 13823 3899 SUPPORT OTP RE-DESIGN/C 222267 222267 RECRUITING 131501 131501 STRATEGIC PRIORITIES 110295 110295 PROF. DEVELOPMENT 101949 82368 19581 104809 86819 17990 17686270 15082274 2603996 0 447876 344337 5999530 2345686 949169 231353 354975 478587 33848 3385 0 30463 3277140 6914194 836688 637167 11865378 10981787 976522 1263199 3590463 3241876 1084240 828916 5651225 5333991 X 6214153 5647796 6214153 5647796 11865378 10981787 -1003863 485839 -48333 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 7583359 627500 -2555701 -1928201 910003 -2838204 33848 3385 30463 30463 RIGHT-OF-USE ASSET 637167 637167 OPERATING LEASE LIABILITY 828916 828916 X 17136098 485839 485839 16650259 32148 32148 16682407 17654122 0 17654122 32148 32148 17686270 PART X, LINE 2: THE ALLIANCE HAS ADOPTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF DECEMBER 31, 2023 AND 2022, THE ALLIANCE HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 1 1 PROGRAM SERVICES ADVOCACY CHAMPIONING THE BENEFITS OF ENGINEERED CELL THERAPIES AND GENETIC MEDICINES FOR PATIENTS, HEALTHCARE SYSTEMS, AND SOCIETY. THIS INCLUDES CONVENING THE SECTOR, FACILITATING INFLUENTIAL EXCHANGES ON POLICIES AND PRACTICES, AND ADVANCING THE NARRATIVE WITH DATA AND ANALYSIS. 2874678 1 1 0 0 1 1 2874678 0 2874678 0 0 0 0 0 0 X X X 1 0 0 0 0 0 0 1 0 TIMOTHY HUNT CHIEF EXECUTIVE OFFICER 472872 0 54733 0 0 0 13200 0 27696 0 568501 0 0 0 MARK BATTAGLINI CHIEF STRATEGY OFFICER 405816 0 0 0 0 0 12036 0 17495 0 435347 0 0 0 MICHAEL LEHMICKE SVP, SCIENCE AND INDUSTRY 229338 0 24000 0 0 0 10296 0 18477 0 282111 0 0 0 TREERITA JOHNSON-GREENE COO AS OF 04/23 255487 0 20000 0 0 0 5853 0 360 0 281700 0 0 0 STEPHEN MAJORS SR DIRECTOR GLOBAL COMMS 197533 0 35000 0 0 0 9301 0 9034 0 250868 0 0 0 DAVID TOWNSEND VP, FINANCE & OPERATIONS TO 08/23 111639 0 40000 0 58933 0 8593 0 12041 0 231206 0 0 0 LAURA C STRINGHAM VP, MEMBERSHIP AND EVENTS 170073 0 18000 0 0 0 7820 0 18771 0 214664 0 0 0 BRETT LOGAN DR, MARKET ACCESS AND REIM. TO 08/23 122290 0 15000 0 65867 0 0 0 7860 0 211017 0 0 0 JOSEPHINE LEMBONG SR MGR, SCIENCE AND INDUSTRY 142036 0 10000 0 0 0 6403 0 11311 0 169750 0 0 0 ERICA CISCHKE VP, GOVT AFFAIRS AS OF 05/23 164635 0 0 0 0 0 3616 0 921 0 169172 0 0 0 NATALIE FEKETE MANAGER, SCIENCE AND INDUSTRY AFFAIR 133033 0 2500 0 0 0 5441 0 9041 0 150015 0 0 0 PART I, LINE 4A DAVID TOWNSEND, SEVERANCE: $58,933 BRETT LOGAN, SEVERANCE: $65,867 PART I, LINE 7 THE FOLLOWING INDIVIDUALS LISTED IN PART VII, SECTION A, RECEIVED PERFORMANCE BONUSES IN THE FOLLOWING AMOUNTS: TIMOTHY HUNT $54,733 MICHAEL LEHMICKE - $24,000 DAVID TOWNSEND - $20,000 IN ADDITION, DAVID TOWNSEND RECEIVED A RETENTION BONUS OF $20,000 AND TREERITA JOHNSON-GREENE RECEIVED A DISCRETIONARY BONUS OF $20,000. FORM 990, PART III, LINE 1 THE ALLIANCE FOR REGENERATIVE MEDICINE (ARM) IS THE PREEMINENT GLOBAL ADVOCATE FOR REGENERATIVE AND ADVANCED THERAPIES. ARM FOSTERS RESEARCH, DEVELOPMENT, INVESTMENT AND COMMERCIALIZATION OF TRANSFORMATIONAL TREATMENTS AND CURES FOR PATIENTS WORLDWIDE. BY LEVERAGING THE EXPERTISE OF ITS MEMBERSHIP, ARM EMPOWERS MULTIPLE STAKEHOLDERS TO PROMOTE LEGISLATIVE, REGULATORY, AND PUBLIC UNDERSTANDING OF, AND SUPPORT OF, THIS EXPANDING FIELD. FORM 990, PART VI, SECTION A, LINE 6 ARM HAS THREE CLASSES OF MEMBERSHIP: - MEMBER ORGANIZATIONS MAY RECOMMEND INDIVIDUALS TO SERVE AS DIRECTORS, MEMBERS OF THE EXECUTIVE COMMITTEE, OR AS OFFICERS OF ARM. MEMBERS MEET ANNUALLY AND VOTE TO ELECT MEMBERS TO THE BOARD OF DIRECTORS. - NON-VOTING MEMBER ORGANIZATIONS CHOOSE TO JOIN ARM WITHOUT THE RIGHT TO VOTE OR RECOMMEND INDIVIDUALS FOR NOMINATION TO THE BOARD OR EXECUTIVE COMMITTEE, BUT OTHERWISE PARTICIPATE WITH ALL THE RIGHTS OF MEMBERS. - AFFILIATED MEMBERSHIP IS GRANTED BY THE BOARD TO INDIVIDUALS OR ORGANIZATIONS THAT DO NOT FALL WITHIN THE OTHER TWO CATEGORIES OF MEMBERSHIP. AFFILIATE MEMBERS DO NOT HAVE THE RIGHT TO VOTE OR RECOMMEND INDIVIDUALS FOR NOMINATION TO THE BOARD OR EXECUTIVE COMMITTEE. MEMBERS, NON-VOTING MEMBERS, AND AFFILIATED MEMBERS MAY JOIN MEMBER COMMITTEES, WHICH ARE JOINTLY LED BY ARM STAFF AND MEMBER REPRESENTATION. A MEMBER COMMITTEE IS NOT A COMMITTEE OF THE BOARD AND CANNOT EXERCISE BOARD POWERS. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY IS ELECTED BY MEMBERS AT THE ANNUAL MEETING THAT TAKES PLACE IN THE FALL EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER AND FINANCE COMMITTEE REVIEW THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES ANY DIRECTOR, OFFICER, OR OTHER INDIVIDUAL WITH REQUISITE CONTROL OVER ARM TO DISCLOSE ANY DIRECT OR INDIRECT FINANCIAL INTEREST THAT WOULD RESULT IN AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST; DISCLOSURE IS DUE THROUGH COMPLETION OF ANNUAL CERTIFICATIONS AND BY DISCLOSING WHENEVER SUCH ACTUAL OR POTENTIAL CONFLICT OCCURS. AFTER DISCLOSURE OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF, AS APPROPRIATE, WILL DISCUSS AND VOTE UPON WHETHER A CONFLICT OF INTEREST EXISTS. THE CONFLICT OF INTEREST POLICY PROVIDES PROCEDURES FOR ADDRESSING CONFLICTS OF INTEREST, INCLUDING A REQUIREMENT THAT THE INDIVIDUAL WITH THE CONFLICT OF INTEREST MAY NOT PARTICIPATE IN VOTING ON THE RELEVANT TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY OF THE CEO WAS RESEARCHED BY AN OUTSIDE HR FIRM AND APPROVED BY THE ARM BOARD OF DIRECTORS. THE SALARIES OF OTHER KEY EMPLOYEES ARE ALSO RESEARCHED BY AN OUTSIDE HR FIRM. THOSE SALARIES ARE APPROVED BY THE CEO. THE OUTSIDE HR FIRM USES DATA FROM EXECUTIVE COMPENSATION SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,204,061. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,204,061. RETAINED CONSULTANTS: PROGRAM SERVICE EXPENSES 938,422. MANAGEMENT AND GENERAL EXPENSES 491,792. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,430,214. PROGRAMMATIC SUPPORT: PROGRAM SERVICE EXPENSES 535,404. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 535,404. PAYROLL ADMIN FEES: PROGRAM SERVICE EXPENSES 12,749. MANAGEMENT AND GENERAL EXPENSES 3,596. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,345. GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 18,770. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,770. COMMUNICATIONS & EDUCATION: PROGRAM SERVICE EXPENSES 22,641. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,641. SCIENCE & INDUSTRY AFFAIRS: PROGRAM SERVICE EXPENSES 20,764. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,764. PARTS AND SCHEDULES OF THE FORM 990 THAT WERE AMENDED: 2023 FEDERAL FORM 990 WAS AMENDED TO PROVIDE CORRECT AND ACCURATE REPRESENTATION OF THE ORGANIZATION'S FOREIGN ACTIVITIES. AS A RESULT, LINES 14A AND 14B HAS BEEN MARKED AS YES UNDER PART IV - CHECKIST FOR REQUIRED SCHEDULES AND SCHEDULE F HAS BEEN PREPARED. ALLIANCE FOR REGENERATIVE MEDICINE PAC 28 LIBERTY SHIP WAY SUITE 2815 SAUSALITO CA 94965 472744359 POLITICAL ACTION COMMITTEE CA 527 ALLIANCE FOR REGENERATIVE MEDICINE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0