Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BioTechnical Institute of Maryland Inc
Employer identification number
52-2067671
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE E(Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service
SchoolsComplete if the organization answered "Yes" to Form 990, Part IV, line 13, or Form 990-EZ, Part VI, line 48. Attach to Form 990 or Form 990-EZ. Information about Schedule E (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BioTechnical Institute of Maryland Inc
Employer identification number
52-2067671
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body?
......................
1
Yes
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships?
......................................
2
Yes
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II.
.............................
3
Yes
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff?
..........
4a
Yes
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
Other extracurricular activities?
.....................................
5h
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
6a
Does the organization receive any financial aid or assistance from a governmental agency?
...........
6a
Yes
b
Has the organization's right to such aid ever been revoked or suspended?
...................
6b
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II.
7
Yes
Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) 2013
Schedule E (Form 990 or 990EZ) 2013
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also complete this part to provide any other additional information (see instructions).
Return Reference
Explanation
Schedule E, Part I, Line 3
The organization stipulates its non-discriminatory policy and practices in its newspaper ads and website.
Schedule E, Part I, Line 6
During fiscal year 2013, BioTech received grants from State of Maryland Department of Business and Economic Development and Department of Labor.
Schedule E (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BioTechnical Institute of Maryland Inc
Employer identification number
52-2067671
Return Reference
Explanation
Form 990, Part VI, Section A, line 2
The Executive Director of the organization, Kathleen Weiss, is married to John C. Weiss, III, who is the chairman of the board of directors.
Form 990, Part VI, Section A, line 8b
The organization does not have a committee with the authority to act on behalf of the governing body.
Form 990, Part VI, Section B, line 11
A copy of the Form 990 is circulated to the board members for each member to review prior to the board meeting. The 2013 Form 990 was approved at the Board meeting held on March 11, 2014. Upon board approval, Kathleen Weiss, Executive Director, signs and mails the final Form 990 to the IRS.
Form 990, Part VI, Section B, line 12c
The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy by making sure all employees and board members sign an annual disclosure statement. In addition to signing annual conflict of interest statements, board members are asked at every board meeting whether they have a conflict of interest. The board of directors determines whether an actual conflict of interest exists with employees and board members. Appropriate actions toward the individual that is found to have a conflict of interest are determined on a case by case basis. If a board member is found to have a conflict of interest, the other board members will review the conflict and impose restrictions that are deemed appropriate.
Form 990, Part VI, Section B, line 15
The board reviews and approves compensation for the organization's executive director by using a variety of methods, including comparable data. The process is recorded in the minutes of the organization.
Form 990, Part VI, Section C, line 19
The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
Form 990, Part XII, Line 2c:
BTI has an audit committee that is responsible for the oversight of the audit and the selection of an independent accountant. There were no changes in these processes from the prior year.
Supplemental Information -
Mission and History: BTI's non-profit mission is to provide tuition-free training and placement assistance to area residents, who are highly motivated high school graduates, for positions as skilled and reliable lab technicians and to provide a critically needed, prepared workforce to support the growth of this economically and scientifically important industry. As an MHEC-approved program, BTI's Laboratory Associates graduates receive six (6) credits from Baltimore City Community College. BTI also designs and delivers to employers specialized laboratory programs to further train professional laboratory workers in advanced techniques and procedures, thus affording these workers advancement in their careers. BTI was established in 1998 by Dr. Margaret B. Penno, Associate Professor of Medicine and Director of the Cell Culture Laboratory at Johns Hopkins School of Medicine. With a grant from the Abell Foundation, a major contributor, BTI has successfully developed a model to train and place motivated high school graduates with demonstrated academic qualifications and an interest in beginning a career in bioscience. Often unemployed or underemployed, these students are able to realize career opportunities that would not have been previously available to them. In addition to the technical curriculum required for placement in a lab, BTI's training includes critical employability skills and assistance in addressing social issues, both of which affect retention in class and on the job. Employers realize several benefits from the BTI model, including a positive impact on their bottom-line. Hiring BTI graduates results in measurable cost-savings resulting from the lower salaries and lower turnover costs of non-degreed but specially skilled workers. This model has been proven through an initial pilot program with Baltimore City's Chesapeake Biological Labs, Inc., where Dr. Penno was a consultant, and again with Osiris Therapeutics, Inc. In both projects, the employers participated in the development and delivery of a client-specific curriculum. From these initial successful efforts, BTI has expanded its content delivery to include Lab Associate classes, customized training to address client-specific needs and workshops to provide current lab technicians (many are BTI graduates) with the continuing education important for career advancement. In February 2010, CNN featured BTI as an outstanding example of both a skills-based training program critically needed to prepare adults for career-oriented jobs requiring more than a high school diploma and an effective provider of job-ready employees for the growing bio-pharma industry. BTI's reputation has become stronger; receiving recognition through articles of The Huffington Post, Politco and others. BTI has become a premier curriculum designer and delivery specialist of laboratory technical training programs for the bioscience industry. In addition to the Laboratory Associates Program, BTI delivers specilized workshops including Cell Culture, Recombinant DNA, Protein Purification, PCR and Baculovirus Expression to national and international scientists. Brief Description of Lab Associates Curriculum: The BTI Lab Associates Program is designed to provide the "skills to pay the bills." The program costs approximmately $6,700 per student. Upon completion of the 9 weeks of lecture and laboratory exercises and a 3-week internship, the BTI-trained worker has a broad understanding of the scientific and practical topics within the biotech industry and has developed critical specific skills in lab techniques. The curriculum topics and skills which students are taught include clean room practices, techniques in cell culture, FDA sanctioned Good Manufacturing Practices (GMP), laboratory safety and Good Laboratory Practices (GLP), cleaning and sterilization, gowning techniques, weights and measurements, laboratory math, introduction to animal care and techniques in molecular biology. The expertise of Dr. Timothy Fawcett, formerly with Life Technologies Inc. and now BTI's primary educator, is joined with that of expert teachers from area businesses and organizations, who are able to present up-to-date information and advice. Lecture material and glossary terms are provided to the student for review and study the evening before the scheduled topic is presented. That lecture's laboratory exercise reinforces the material presented that day. Lab skills, such as pipetting and contamination control, which are critical to success in a lab environment, are taught and reinforced in every lab session. This attention to the critical skills and knowledge needed for lab work, the strict adherence to academic performance and attendance, the job-readiness preparation and assistance with placement combine, to make the BTI program unique. Included in BTI's offerings is a successful 10-week pre-training program, called BioSTART, which was developed through the support of the Annie E. Casey Foundation and East Baltimore Development Inc. (EBDI). BioiSTART provides strengthened academics (math and reading), professional development lessons and an overview of the bioscience industry. Successful completers move directly into BTI's Laboratory Associates program.
Supplemental Information -
The Impact: Classes Held - 28 Applicants Accepted - 402 Acceptance Rate - ~24% Graduates - 322 Placement Rate - ~75% Average Salary - $25,000 Cost - $6,700 per student for Lab Assoc. $10,000 per student for BioSTART and Lab Assoc. Full List of Employers: Employers in Baltimore, MD: A & G Pharmaceuticals, AlPharma, American Red Cross, American Yeast, Baxter BioScience, BioTechnical Institute of Maryland, Inc., BRT Laboratories, Lonza Baltimore Inc. - formerly Cambrex, Cangene BioPharma - formerly CBL, Charles River, Cureveda, CVS Pharmacy, Fuchs North America - formerly Baltimore Spice, Grace Davison, Celsis: In Vitro Technologie, Institute of Human Virology, Intralytix, Inc., Johns Hopkins Hospital, Johns Hopkins University, Lab Support, KForce Scientific, Microbac Laboratories, Inc., Paragon Bioservices, PathSensors, St. Agnes Hospital, University of Maryland Baltimore Employers in Rockville, MD: Human Genome Sciences, Inc., BioReliance Employers in Sparks, MD: BD Diagnostics, TrimGen Employers in Ellicott City, MD: Kelly Scientific Resources Employers in Hanover, MD: Aerotek, Strasburger & Siegel, Novascreen Employers in Columbia, MD: Stellar Bio Systems, Inc, Osiris Therapeutics, Acell Employers in Hunt Valley, MD: McCormick & Company, Inc., Mastix Medica, Pii Employers in Owings Mills: Quest International, Shire Laboratories, Inc. Key Funders: The Abell Foundation Charles T. Bauer Foundation Invitrogen/Life Technologies Mayor's Office of Employment Development Harry and Jeanette Weinberg Foundation The Annie E. Casey Foundation National Fund for Workforce Solutions The Johns Hopkins University Wells Fargo State of Maryland Dresher Foundation Bank of America Atapco University of Maryland/DOL Baltimore Women's Giving Circle Thalheimer Baltimore Integration Project Public/ Private Partners: Life Technologies, Johns Hopkins, BD Diagnostics, The Annie E. Casey Foundation, East Baltimore Development Inc., Baltomre City Mayor's Office of Employment Development, Associated Black Charities, Baltimore City Community College, University of Maryland Baltimore, Baltimore City Public Schools, Cangene BioPharma, Osiris Therapeutics, Baltimore Coounty Office of Employment Development, Goodwill, Quest Diagnostics, Maryland Department of Human Resources, Astrachan Gunst Thomas, SB and Company
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.