2025-11-13T12:27:03-05:00 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 2025-11-17 true true Karen Ng EA P01067482 6174399700 2025-11-06 2024 2025-03-06 01:10:19Z 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 13052361 26536187 27701331 -232571 -1309515 60890476 56666520 41111089 38201875 19779387 18464645 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 20255303 26598 24557778 THE STORAGE AND DISTRIBUTION OF DNA-BASED REAGENTS IN SUPPORT OF SCIENTIFIC RESEARCH. 20255303 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 1273628 545841 0 0 9646229 6752361 2893868 0 315027 220519 94508 0 1995497 1234192 761305 0 846150 592305 253845 0 0 52493 5249 47244 0 170330 170330 0 0 0 0 1000302 278106 722196 0 26265 24952 1313 0 463546 150111 313435 0 421647 210825 210822 0 0 3351438 2346007 1005431 0 47898 30659 17239 0 0 2732 1366 1366 0 0 0 433451 325088 108363 0 151929 151929 0 LAB EXPENSES 3370510 3370510 0 PRODUCT SHIPPING FEES 3057882 3057882 0 ORDER MERCHANT CARD FEES 319470 319470 0 BAD DEBT EXP 118961 118961 63507 35475 28032 27701331 20255303 7446028 0 9592892 8960871 6672564 6992261 198719 90919 1365093 1543186 0 0 0 0 0 0 5446651 5230974 396700 391858 4335183 2990692 1273246 1344491 0 0 0 0 0 0 0 0 35944611 32111960 60890476 56666520 1772000 1676157 0 0 0 0 0 0 0 0 0 0 0 0 0 0 39339089 36525718 41111089 38201875 X 19779387 18464645 0 0 19779387 18464645 60890476 56666520 X -1309515 -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 36525718 36525718 X 26391816 26391816 26391816 27706558 5227 5227 27701331 27701331 OTHER EXPENSES INCLUDED IN FINANCIALS NOT ON RETURN Foreign Currency Loss ($5,227) PART X, LINE 2: 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, 2024 AND 2023, 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, 2024 AND 2023. THE COMPANY RECORDS INTEREST AND PENALTIES, IF ANY, AS PART OF INCOME TAX EXPENSE. NO INTEREST OR PENALTIES WERE RECORDED IN 2024 OR 2023. 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).