2025-10-10T14:01:05-05:00 2024-12-31 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2024-01-01 472231080 ALTIUS INSTITUTE FOR BIOMEDICAL SCIENCES ALTI 2062671091 2211 ELLIOTT AVENUE 600 SEATTLE WA 98121 JOHN STAMATOYANNOPOULOS PRES, SCIENTIFIC DIR., & TREASURER 2062671091 2025-10-08 1 1 SARA ELIZABETH H JONES P00235495 4254544919 2025-10-07 2024 2025-03-06 01:10:19Z JOHN STAMATOYANNOPOULOS 2211 ELLIOTT AVENUE 600 SEATTLE WA 98121 26028937 0 X WWW.ALTIUSINSTITUTE.ORG X 2014 DE TO ADVANCE THE SCIENCE OF GENE REGULATION FOR THE BENEFIT OF HUMAN HEALTH. 4 3 115 2 0 0 25808096 25653464 189574 0 -275420 -192408 74409 59962 25796659 25521018 0 0 0 0 18694958 16884234 0 0 0 17297873 15391423 35992831 32275657 -10196172 -6754639 26636898 17386206 10250954 7754901 16385944 9631305 X THE MISSION OF THE ALTIUS INSTITUTE FOR BIOMEDICAL SCIENCES (ALTIUS) IS TO ADVANCE THE SCIENCE OF GENE REGULATION FOR THE BENEFIT OF HUMAN HEALTH. ALTIUS AIMS TO ACCOMPLISH THIS MISSION BY RADICALLY ADVANCING BIOMEDICAL DISCOVERY THROUGH THE DEVELOPMENT AND APPLICATION OF NEW TECHNOLOGIES AND APPROACHES FOR ILLUMINATING CELL AND TISSUE FUNCTIONS IN BOTH HEALTH AND DISEASE STATES. TO ENABLE ITS MISSION, ALTIUS UTILIZES A NEW TYPE OF SCIENTIFIC AND TECHNOLOGICAL DISCOVERY ENVIRONMENT DESIGNED TO FOSTER LEAPS IN INNOVATION BY ENABLING ITS SCIENTISTS TO MOVE FROM IDEAS TO DATA FASTER THAN IN ANY OTHER ACADEMIC OR BIOTECHNOLOGY SETTING. ALTIUS CONTINUALLY STRIVES TO TRANSLATE ITS DATA AND TECHNOLOGY INTO NOVEL APPROACHES FOR DIAGNOSING AND TREATING DISEASE AND FOR IMPROVING HUMAN HEALTH. 0 0 25686537 ALTIUS DIRECTLY CONDUCTS AN ACTIVE AND MULTIFACETED PROGRAM OF BASIC BIOMEDICAL RESEARCH IN THE FIELDS OF GENETICS, GENOMICS, AND BIOTECHNOLOGY. MOST OF THIS RESEARCH HAPPENS IN ALTIUS LABORATORIES LOCATED IN SEATTLE, WASHINGTON. THE ORGANIZATION ALSO COLLABORATES WITH ACADEMIC RESEARCH HOSPITALS. ALTIUS AIMS TO DISCOVER, DEVELOP, AND TRANSLATE FOR CLINICAL USE, BOTH DATA AND TRANSFORMATIVE TECHNOLOGIES THAT ILLUMINATE OR ENABLE THE CONTROL OF HUMAN GENES IN MEDICALLY IMPORTANT BIOLOGICAL CONTEXTS. ALTIUS RESEARCH PROGRAMS FOCUS ON GAINING A RICHER UNDERSTANDING OF HOW HUMAN CELLS FUNCTION IN HEALTH AND DISEASE FOR THE PURPOSE OF DEVELOPING NEW APPROACHES TO DIAGNOSIS AND NEW THERAPIES. TOWARD THESE GOALS, ALTIUS' RESEARCH PROGRAM FOCUSES ON THE DEVELOPMENT, SCALING AND TRANSLATIONAL APPLICATION OF DIVERSE TECHNOLOGY PLATFORMS, INCLUDING GENETIC AND GENOMIC ANALYSES, CELL AND GENOME ENGINEERING, SINGLE MOLECULE DNA AND CHROMATIN ANALYSIS, HIGH RESOLUTION CELL IMAGING, AND TECHNOLOGIES FOR THE DESIGN AND DELIVERY OF GENE CONTROL EFFECTORS. THESE PLATFORMS COLLECTIVELY PROVIDE NEW WINDOWS INTO CELLULAR RESPONSES, AND OPEN NEW DOORS TO THE DISCOVERY OF NEW MEDICINES. 25686537 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 0 0 0 0 1 30 0 115 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X CHANYA SWARTZ 2062671091 2211 ELLIOTT AVENUE SUITE 600 SEATTLE WA 98121 JOHN STAMATOYANNOPOULOS PRES, SCIENTIFIC DIR., & TREASURER 40.00 X X 885000 0 58434 HAL DIETZ BOARD MEMBER 1.00 X 50000 0 0 PETER HANDRINOS BOARD MEMBER THRU 05/24 2.00 X 25000 0 0 PHILIP GREGORY BOARD MEMBER 2.00 X 12500 0 0 CHRISTINE DONOHUE BOARD MEMBER 0.50 X 0 0 0 ERIK INGELSSON BOARD MEMBER THRU 05/24 0.50 X 0 0 0 THOMAS GROHMAN CORPORATE SECRETARY 1.00 X 12096 0 0 ALISTER FUNNELL DEPUTY DIRECTOR 40.00 X 600000 0 57898 MICHAEL COCKRILL CHIEF TECHNOLOGY OFFICER 40.00 X 400000 0 75576 JEFFREY VIERSTRA PRINCIPAL INVESTIGATOR 40.00 X 350000 0 63184 THEO KNIJNENBURG DIRECTOR & FACULTY INVESTIGATOR 40.00 X 325000 0 58120 CHAD LUNDBERG CHIEF OF STAFF THRU 09/24 40.00 X 305982 0 37642 2965578 0 350854 48 0 1 0 BOZICEVIC FIELD & FRANCIS LLP 101 SECOND STREET SUIT 1250 SAN FRANCISCO CA 94105 LEGAL CONSULTING 249239 CLARK NUBER PS 10900 NE 4TH ST UNIT 1400 BELLEVUE WA 98004 AUDIT, TAX & CONSULTING 210574 BALLARD SPAHR 1301 2ND AVE 2800 SEATTLE WA 98101 LEGAL CONSULTING 121407 LATENT INTERFACES LLC 601 VIRGINIA AVE SUWANEE GA 30024 DATA VISUALIZATION SERVICES 114000 4 1191245 24462219 25653464 188138 188138 39950 39950 127373 507919 -380546 -380546 -380546 REBATES 900099 25624 25624 SPEAKER FEE 900099 600 600 FOREIGN EXCHANGE LOSS 900099 -6212 -6212 20012 25521018 0 0 -132446 X 1043030 943434 99596 12742298 11273961 1468337 1027952 904447 123505 1031178 911163 120015 1039776 920202 119574 305850 305850 240704 240704 444693 444693 499702 499702 1073764 950281 123483 3228200 2856982 371218 106967 106967 57686 57686 3938540 1774091 2164449 114526 114526 RESEARCH & DEVELOPMENT 4932073 4932073 RESEARCH COLLABORATION 219903 219903 BUSINESS TAX & LICENSES 213589 213589 BANK CHARGES 9540 9540 5686 5686 32275657 25686537 6589120 0 1123185 461100 3040443 1787483 1094073 312400 34647 22741 1423124 239443 27655326 18813360 11980234 8841966 16225 0 7924967 5721073 26636898 17386206 2848980 2237577 0 137781 7401974 5379543 10250954 7754901 X 16385944 9631305 16385944 9631305 26636898 17386206 -6754639 0 X 0 1 X 1 1 1 X MOUNT SINAI SCHOOL OF MEDICINE NEW YORK NY UNIVERSITY OF WASHINGTON MEDICAL CENTER SEATTLE WA BRIGHAM AND WOMEN'S HOSPITAL BOSTON MA FRED HUTCH CANCER CENTER SEATTLE WA RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8515652 4350352 4165300 17509355 13207083 4302272 1630319 1255925 374394 8841966 RIGHT OF USE ASSET 5006740 LINE OF CREDIT 714333 5721073 LEASE LIABILITY 5379543 5379543 25515332 -5686 -5686 25521018 0 25521018 32269971 0 32269971 5686 5686 32275657 PART XI, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE -5,686. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 5,686. EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES RESEARCH, EMPLOYEE COMPENSATION 275000 0 1 0 0 0 1 275000 0 275000 0 0 0 0 0 0 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 JOHN STAMATOYANNOPOULOS PRES, SCIENTIFIC DIR., & TREASURER 885000 0 0 0 0 0 46000 0 12434 0 943434 0 0 0 ALISTER FUNNELL DEPUTY DIRECTOR 600000 0 0 0 0 0 46000 0 11898 0 657898 0 0 0 MICHAEL COCKRILL CHIEF TECHNOLOGY OFFICER 400000 0 0 0 0 0 46000 0 29576 0 475576 0 0 0 JEFFREY VIERSTRA PRINCIPAL INVESTIGATOR 350000 0 0 0 0 0 46000 0 17184 0 413184 0 0 0 THEO KNIJNENBURG DIRECTOR & FACULTY INVESTIGATOR 325000 0 0 0 0 0 32500 0 25620 0 383120 0 0 0 CHAD LUNDBERG CHIEF OF STAFF THRU 09/24 305982 0 0 0 0 0 27150 0 10492 0 343624 0 0 0 PART I, LINE 1A JOHN STAMATOYANNOPOULOS PARTICIPATED IN FIRST CLASS TRAVEL. THIS WAS NOT TREATED AS TAXABLE INCOME TO THE INDIVIDUAL. FORM 990, PART I, LINE 6: THE VOLUNTEER COUNT IS MADE UP OF TWO UNCOMPENSATED BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERSHIP WHICH INCLUDES TWO MEMBERS, DR. JOHN STAMATOYANNOPOULOS (OR HIS DESIGNEE) AND GLAXOSMITHKLINE LLC. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ARE ENTITLED TO ELECT DIRECTORS OF THE BOARD AND REMOVE ONLY DIRECTORS WHICH THEY HAVE APPOINTED. FORM 990, PART VI, SECTION A, LINE 7B THE GLAXOSMITHKLINE LLC MEMBER MAY ELECT AND REMOVE GLAXOSMITHKLINE LLC DIRECTORS OF THE BOARD WHILE JOHN STAMATOYANNOPOULOS AS A MEMBER MAY ELECT AND REMOVE JOHN STAMATOYANNOPOULOS DIRECTORS OF THE BOARD. COMMON DIRECTORS OF THE BOARD ARE ELECTED AND REMOVED BY UNANIMOUS ACTION OF JOHN STAMATOYANNOPOULOS AND GLAXOSMITHKLINE LLC MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE, PRESIDENT/SCIENTIFIC DIRECTOR, AND AUDIT COMMITTEE WILL REVIEW THE FORM 990 PRIOR TO ITS SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES COVERED PERSONS, DEFINED AS ANY DIRECTOR, OFFICER, OR MEMBER OF A COMMITTEE OF THE BOARD OF DIRECTORS, TO COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THE QUESTIONNAIRE REQUIRES DISCLOSURE OF ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST AND IS SIGNED BY THE COVERED PERSON, AFFIRMING THAT THE INDIVIDUAL HAS RECEIVED A COPY OF, READ, UNDERSTANDS, AND WILL COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST ARISES, THE INDIVIDUAL MUST RECUSE HIMSELF OR HERSELF FROM VOTING ON THE MATTER AND MUST NOT BE PRESENT WHEN ANY SUCH VOTE IS TAKEN. THE BOARD OF DIRECTORS EVALUATES ALL DISCLOSURES REPORTED TO DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS. POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MINUTES OF MEETINGS OF THE BOARD OF DIRECTORS AND COMMITTEE'S OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION STUDY WAS CONDUCTED BY AN OUTSIDE CONSULTANT IN 2023 TO DETERMINE THE COMPENSATION FOR THE PRESIDENT AND SENIOR EXECUTIVES. THE COMPENSATION STUDY WAS APPROVED BY THE COMPENSATION COMMITTEE. THE STUDY IS EFFECTIVE FOR 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART IX, FUNCTIONAL EXPENSE ALLOCATION: ALL EXPENSES ASSOCIATED WITH OBTAINING GRANTS ARE INCLUDED IN PROGRAM AND GENERAL AND ADMINISTRATIVE EXPENSES AS ALLOWED UNDER THE INDIRECT COST RECOVERY PROVISIONS OF THE GRANT AGREEMENT.