2025-09-18T11:38:25-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 270486705 ALLIANCE FOR REGENERATIVE MEDICINE ALLI 8444712200 1015 18TH STREET NW SUITE 1102 WASHINGTON DC 20036 TIMOTHY HUNT CEO 8444712200 2025-09-18 1 1 AARON M FOX P01365820 2022274000 2025-09-18 2024 2025-03-06 01:10:19Z TIMOTHY HUNT 1015 18TH STREET NW SUITE 1102 WASHINGTON DC 20036 18452547 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. 33 33 34 33 42500 29004 281706 421080 16096982 17548955 303719 472512 0 0 16682407 18442547 0 25000 0 0 5349861 6492854 0 0 0 12336409 10544657 17686270 17062511 -1003863 1380036 10981787 12956950 5333991 5875173 5647796 7081777 X SEE SCHEDULE O 0 0 5993146 92080 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. 5282726 9118509 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. 1990470 25000 220570 SCIENCE AND TECHNOLOGY: TO DEVELOP CONSENSUS PRODUCT DEVELOPMENT, REGULATORY STANDARDS, AND PROVIDE MORE EFFICIENT ACCESS TO INDUSTRY BEST-PRACTICES REGARDING MANUFACTURING AND SCALE-UP. 667588 151500 OTHER PROGRAMS INCLUDE INTERNSHIPS AND ETHICS. INTERNSHIPS: FACILITATES THE PAIRING OF INTERNS WITH MEMBER COMPANIES AND PROVIDES PROGRAMMING FOR THE INTERNS. ETHICS: EXPLORES CELL & GENE THERAPY TOPICS THAT INTERSECT WITH ETHICS AND SOCIETY BY CONVENING MAJOR STAKEHOLDERS AND THOUGHT LEADERS, GENERATING DATA AND DEVELOPING COMMUNICATIONS. 513339 7923796 MEMBERSHIP RELATIONS: MANAGES NEW AND EXISTING MEMBERSHIPS. 1180927 8075296 14447269 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 17 0 1 34 1 1 1 0 0 0 1 1 0 0 0 X 33 33 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 1 1 1 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 CHRISTOPHER VANN TREASURER 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 BRETT KOPELAN DIRECTOR 0.31 X 0 0 0 ANN LEE DIRECTOR 0.31 X 0 0 0 TIM LU DIRECTOR 0.31 X 0 0 0 JOHN MASLOWSKI DIRECTOR 0.31 X 0 0 0 CHRIS MASON 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 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 VICE CHAIR 0.31 X X 0 0 0 KRISTIN YAREMA SECRETARY 0.31 X X 0 0 0 CURRAN SIMPSON DIRECTOR 0.31 X 0 0 0 SAMUELE BUTERA DIRECTOR AS OF 01/24 0.31 X 0 0 0 MOYA DANIELS DIRECTOR AS OF 01/24 0.31 X 0 0 0 LISA DESCHAMPS DIRECTOR AS OF 01/24) 0.31 X 0 0 0 DEBBIE DRANE DIRECTOR AS OF 01/24 0.31 X 0 0 0 AUDREY GREENBERG DIRECTOR AS OF 01/24 0.31 X 0 0 0 MATT KAPUSTA DIRECTOR AS OF 01/24 0.31 X 0 0 0 ANSHUL MANGAL DIRECTOR AS OF 01/24 0.31 X 0 0 0 RICHARD WILSON DIRECTOR AS OF 01/24 0.31 X 0 0 0 KINNARI PATEL DIRECTOR 0.31 X 0 0 0 TIMOTHY HUNT CHIEF EXECUTIVE OFFICER 40.00 X 660447 0 23928 MARK BATTAGLINI CHIEF STRATEGY OFFICER 40.00 X 527890 0 41451 TREERITA JOHNSON-GREENE COO 40.00 X 436375 0 15490 ERICA CISCHKE VP, GOVT AFFAIRS 40.00 X 285494 0 13007 MICHAEL LEHMICKE SVP, SCIENCE AND INDUSTRY 40.00 X 295421 0 33812 STEPHEN MAJORS SR DIRECTOR GLOBAL COMMS 40.00 X 239013 0 20506 LAURA C STRINGHAM VP, MEMBERSHIP AND EVENTS 40.00 X 214304 0 29479 MONICA VELDMAN DIRECTOR, GLOBAL REGULATORY POLICY 40.00 X 214010 0 13393 MONET STANFORD DIRECTOR, ACCESS AND REIMBUR. POLICY (AS OF 11/24) 40.00 X 173178 0 15410 ROBIN MUTHIG SENIOR DIRECTOR, MEMBERSHIP 40.00 X 159400 0 12920 3205532 0 219396 18 0 1 0 ATLANTICA GROUP LLC 49 SUMMIT AVE BROOKLINE MA 02446 HEALTH POLICY 774102 HOLLAND & KNIGHT LLP PO BOX 864084 ORLANDO FL 32886 LEGAL SERVICES 296987 APCO WORLDWIDE SA 47 RUE MONTOYER 5TH FLOOR BRUXELLES BE 1000 PUBLIC RELATIONS 259976 BGR GOVERNMENT AFFAIRS LLC THE HOMER BUILDING ELEVENTH FLOOR S WASHINGTON DC 20005 HEALTH POLICY 240084 CATALYST HEALTHCARE CONSULTING INC 7704 GEORGETOWN PIKE MCLEAN VA 22102 SCIENCE POLICY 240000 12 421080 421080 MEMBERSHIP MEETINGS 900099 9022634 9022634 MEMBERSHIP DUES 900099 7984876 7984876 SCIENCE & INDUSTRY AFFAIRS 900099 220570 220570 SPONSORSHIP 900099 100000 100000 GROW INTERNSHIP PROGRAM 900099 91500 91500 129375 86875 42500 17548955 472512 472512 10000 10000 0 18442547 17506455 42500 472512 X 25000 25000 2333314 1333950 999364 3515514 3085974 429540 78161 74383 3778 253657 183268 70389 312208 238285 73923 92399 70521 21878 47944 36592 11352 530748 530748 35978 35978 4200185 3586334 613851 310330 252760 57570 328162 256283 71879 221559 169099 52460 360555 221056 139499 4358289 4358289 6770 5167 1603 22880 17463 5417 RECRUITING 28858 2097 26761 17062511 14447269 2615242 0 344337 596317 2345686 3829678 231353 318801 478587 404785 33848 10154 30463 23694 6914194 7349242 637167 434433 10981787 12956950 1263199 1272291 3241876 4039581 828916 563301 5333991 5875173 X 5647796 6721777 360000 5647796 7081777 10981787 12956950 1380036 53945 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 7984876 530748 -2838204 -2307456 958185 -3265641 33848 10154 23694 23694 OPERATING LEASE LIABILITY 563301 563301 X 18460514 53945 53945 18406569 35978 35978 18442547 17026533 0 17026533 35978 35978 17062511 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, 2024, 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 2 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. 2916295 1 2 0 0 1 2 2916295 0 2916295 0 0 0 0 0 0 1 FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH 11400 ROCKVILLE PIKE SUITE 600 NORTH BETHESDA MD 20852 521986675 501(C)(3) 25000 0 AMP BESPOKE GENE THERAPY CONSORTIUM (BGTC) 1 0 PART I, LINE 2: AS PART OF THE BGT CONSORTIUM, ARM ATTENDS UPDATE MEETINGS. X X X 0 0 0 0 0 0 0 1 0 TIMOTHY HUNT CHIEF EXECUTIVE OFFICER 490697 0 169750 0 0 0 20625 0 3303 0 684375 0 0 0 MARK BATTAGLINI CHIEF STRATEGY OFFICER 417890 0 110000 0 0 0 13800 0 27651 0 569341 0 0 0 TREERITA JOHNSON-GREENE COO 366112 0 70263 0 0 0 14748 0 742 0 451865 0 0 0 MICHAEL LEHMICKE SVP, SCIENCE AND INDUSTRY 254171 0 41250 0 0 0 9387 0 24425 0 329233 0 0 0 ERICA CISCHKE VP, GOVT AFFAIRS 273094 0 12400 0 0 0 11208 0 1799 0 298501 0 0 0 STEPHEN MAJORS SR DIRECTOR GLOBAL COMMS 222513 0 16500 0 0 0 8900 0 11606 0 259519 0 0 0 LAURA C STRINGHAM VP, MEMBERSHIP AND EVENTS 192304 0 22000 0 0 0 8028 0 21451 0 243783 0 0 0 MONICA VELDMAN DIRECTOR, GLOBAL REGULATORY POLICY 199010 0 15000 0 0 0 3964 0 9429 0 227403 0 0 0 MONET STANFORD DIRECTOR, ACCESS AND REIMBUR. POLICY 173178 0 0 0 0 0 5721 0 9689 0 188588 0 0 0 ROBIN MUTHIG SENIOR DIRECTOR, MEMBERSHIP 159400 0 0 0 0 0 1881 0 11039 0 172320 0 0 0 PART I, LINE 7 THE FOLLOWING INDIVIDUALS LISTED IN PART VII, SECTION A, RECEIVED PERFORMANCE BONUSES IN THE FOLLOWING AMOUNTS: TIMOTHY HUNT $169,750 MARK BATTAGLINI - $110,000 TREERITA JOHNSON-GREENE - $70,262 ERICA CISCHKE - $12,400 MICHAEL LEHMICKE - $41,250 STEPHEN MAJORS - $16,500 LAURA C. STRINGHAM - $22,000 IN ADDITION, MONICA VELDMAN RECEIVED A DISCRETIONARY BONUS OF $15,000. 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 CATEGORIES OF MEMBERSHIP: MEMBERS THESE ARE CORPORATIONS, ACADEMIC INSTITUTIONS, AND NONPROFIT ORGANIZATIONS. CORPORATE MEMBERS INCLUDE THERAPEUTIC, TOOL, PLATFORM, MANUFACTURING, DEVICE, OR ENGINEERING COMPANIES. MEMBERS HAVE FULL VOTING RIGHTS WITHIN THE ORGANIZATION. THEY MAY SERVE ON THE BOARD OF DIRECTORS AND MAY NOMINATE AND VOTE FOR MEMBERS OF THE BOARD OF DIRECTORS. THEY MAY ALSO HAVE REPRESENTATIVES APPLY FOR AND SERVE ON ARM ADVISORY GROUPS. NON-VOTING MEMBERS THESE ARE ACADEMIC INSTITUTIONS AND NONPROFIT ORGANIZATIONS. THEY MAY NOT VOTE FOR BOARD MEMBERS AND MAY NOT SERVE ON THE BOARD OF DIRECTORS OR ADVISORY GROUPS. OTHERWISE THEY RECEIVE ALL BENEFITS OF ARM MEMBERSHIP. AFFILIATE MEMBERS THESE ARE CORPORATIONS THAT ARE NOT THERAPEUTIC, TOOL, PLATFORM, MANUFACTURING, DEVICE, OR ENGINEERING COMPANIES. THEY MAY NOT VOTE FOR BOARD MEMBERS AND MAY NOT SERVE ON THE BOARD OF DIRECTORS OR ADVISORY GROUPS. OTHERWISE THEY RECEIVE ALL BENEFITS OF ARM MEMBERSHIP. 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 15 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 1,674,228. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,674,228. PROGRAMMATIC SUPPORT: PROGRAM SERVICE EXPENSES 1,790,368. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,790,368. BUSINESS DEVELOPMENT: PROGRAM SERVICE EXPENSES 121,738. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 121,738. HR AND FINANCE CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 451,467. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 451,467. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 162,384. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,384. 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 1 0 0 0 0 0 0 0