Form990
Click to see attachment
Click to see attachment
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2021 , and ending 12-31-2021
BCheck if applicable:
CName of organization
BIOTECHNOLOGY INNOVATION ORGANIZATION
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1201 MARYLAND AVE SW NO 900
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20024
D Employer identification number

52-1224577
E Telephone number

G Gross receipts $ 99,740,284
F Name and address of principal officer:
MICHELLE MCMURRY-HEATH
1201 MARYLAND AVE SW NO 900
WASHINGTON,DC20024
I
Tax-exempt status: ( 6 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.BIO.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1993
M State of legal domicile: DC
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SUPPORT THE BIOTECHNOLOGY INDUSTRY AND TO EXPAND THE BOUNDARIES OF SCIENCE TO BENEFIT MANKIND.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 96
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 95
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 203
6 Total number of volunteers (estimate if necessary) ............. 6 97
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 1,153,688
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 544,386
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 154,941
9 Program service revenue (Part VIII, line 2g) ......... 41,958,016 52,920,414
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 6,102,556 6,180,523
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 29,218,945 21,654,962
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 77,279,517 80,910,840
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,976,500 2,103,465
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 40,492,059 34,982,444
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 38,376,099 42,972,209
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 81,844,658 80,058,118
19 Revenue less expenses. Subtract line 18 from line 12....... -4,565,141 852,722
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 76,544,473 113,666,319
21 Total liabilities (Part X, line 26)............. 32,801,999 69,410,674
22 Net assets or fund balances. Subtract line 21 from line 20..... 43,742,474 44,255,645
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE BIOTECHNOLOGY INNOVATION ORGANIZATION (BIO) REPRESENTS APPROXIMATELY 1,000 COMPANIES AND ORGANIZATIONS IN WASHINGTON DC, STATE CAPITALS, AND INTERNATIONAL FORA. BIO IS FOUNDED ON THE PRINCIPLE THAT POLICY MUST NURTURE INNOVATION IN THE LIFE SCIENCES TO OVERCOME CHALLENGES IN HEALTH CARE, AGRICULTURE, INDUSTRY, AND THE ENVIRONMENT. OUR MEMBERS REPRESENT COMPANIES OFFERING A SPECTRUM OF BIOTECHNOLOGY APPLICATIONS ACROSS MAJOR SECTORS OF THE ECONOMY. BIO MEMBERS ALSO INCLUDE UNIVERSITIES, NONPROFITS, PATIENT GROUPS, AND OTHER ORGANIZATIONS THAT PLAY AN IMPORTANT ROLE IN THE FUTURE OF THE LIFE SCIENCES. BIO'S ACTIVITIES ARE BROKEN DOWN INTO TWO PROGRAMS - ADVOCACY AND SERVICES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
ADVOCACY: BIOTECHNOLOGY INNOVATION ORGANIZATION (BIO)'S ADVOCACY EFFORTS REFLECT THE PRIORITIES IDENTIFIED BY THE BIO BOARD OF DIRECTORS AND THE FOUR SECTION GOVERNING BOARDS.THE BOARD OF DIRECTORS FOCUSES ON ISSUES OF IMPORTANCE TO ALL BIO MEMBERS, REGARDLESS OF THEIR SIZE OR TECHNOLOGY. THESE CROSS-CUTTING ADVOCACY ACCOMPLISHMENTS IN 2021 ARE LISTED BELOW: - SAFEGUARDED AND ADVANCED INTELLECTUAL PROPERTY PROTECTIONS, DOMESTICALLY AND INTERNATIONALLY.- FOSTERED A DIALOGUE ABOUT BIOETHICS AND PROACTIVELY ADVANCED THE SOCIALLY RESPONSIBLE USE OF BIOTECHNOLOGY.- PROMOTED INVESTMENT IN GOVERNMENT AND ACADEMIC RESEARCH.- EXPANDED OUTREACH TO FOREIGN GOVERNMENTS AND INTERNATIONAL ENTITIES TO EDUCATE ON POLICY ISSUES OF IMPORTANCE TO THE BIOTECHNOLOGY INDUSTRY AND TO IMPROVE THE INVESTMENT AND REGULATORY CLIMATE FOR BIOTECH PRODUCTS.THE HEALTH SECTION 2021 ADVOCACY ACCOMPLISHMENTS: - PROMOTED HEALTHCARE POLICIES THAT RECOGNIZE BOTH THE PROMISE AND VALUE OF INNOVATION.- ADVOCATED FOR A SAFE AND PREDICTABLE REGULATORY ENVIRONMENT FOR VALUE-BASED PAYMENT ARRANGEMENTS FOR DRUGS AND BIOLOGICS.- ENHANCED AND PROTECTED PATIENT ACCESS TO INNOVATIVE THERAPIES AND PROMOTED THE NEED FOR GREATER NONDISCRIMINATION ENFORCEMENT AGAINST INSURANCE BENEFIT DESIGNS.- ADVOCATED FOR BIOSIMILARS POLICIES THAT PROTECT PATIENT SAFETY, PROMOTE BIOMEDICAL INNOVATION, AND ADVANCE THE SCIENCE-BASED REVIEW AND APPROVAL OF BIOSIMILARS AND INTERCHANGEABLE BIOLOGICAL PRODUCTS.- PROMOTED THE VALUE OF U.S. GOVERNMENT INVESTMENTS IN PROGRAMS THAT IMPROVE ACCESS TO IMMUNIZATIONS AND FOSTER VACCINE INNOVATION, STRENGTHENED OUR ABILITY TO RESPOND TO BIOTERROR THREATS OR EMERGING INFECTIOUS DISEASES, AND ENCOURAGED DEVELOPMENT OF NEW PRODUCTS TO FIGHT ANTIMICROBIAL RESISTANCE (AMR).- INFLUENCED IMPROVEMENTS TO THE INTERNATIONAL ENVIRONMENT FOR BIOMEDICAL INNOVATION AND GLOBAL PUBLIC HEALTH PREPAREDNESS.-ADVOCATED FOR THE MODERNIZATION OF THE CLINICAL DEVELOPMENT PARADIGMTHE EMERGING COMPANIES SECTION 2021 ADVOCACY ACCOMPLISHMENTS: - ADVANCED THE INTEREST OF EMERGING COMPANIES IN CAPITAL FORMATION AND FINANCIAL SERVICES POLICY.- ADVOCATED FOR FISCAL POLICIES SUPPORTING INNOVATIVE EMERGING COMPANIES AND INVESTMENT IN GROUNDBREAKING R&D; ENHANCED THE VOICE OF PRE-REVENUE, R&D-INTENSIVE BUSINESSES- ADVOCATED FOR THE REMOVAL OF BURDENSOME FINANCIAL REPORTING REGULATIONS ON EMERGING COMPANIES.THE FOOD & AGRICULTURE SECTION 2021 ADVOCACY ACCOMPLISHMENTS: - WORKED WITH THE ADMINISTRATION AND CONGRESS TO ADVANCE IMPROVEMENTS TO THE U.S. AND GLOBAL REGULATORY SYSTEMS FOR AG-BIOTECH PRODUCTS. - WORKED WITH MEMBERS OF THE AGRICULTURAL VALUE CHAIN TO ADDRESS TRADE ISSUES IN AGRICULTURAL EXPORT MARKETS SUCH AS CHINA AND EUROPE. - ADVOCATED IN LEGISLATURES AND COURTS TO PRESERVE THE RIGHTS OF FARMERS TO PLANT GENETICALLY ENGINEERED CROPS. THE INDUSTRIAL & ENVIRONMENTAL SECTION 2021 ADVOCACY ACCOMPLISHMENTS: - SUPPORTED A RENEWABLE CHEMICALS REPORT.- ADVOCATED FOR EPA TO TREAT ALL SUSTAINABLY SOURCED BIOMASS AS ELIGIBLE MEASURES FOR EMISSIONS REDUCTION CREDIT (ERC) GENERATION. - ADVOCATED REGARDING THE IMPLEMENTATION OF THE TOXIC SUBSTANCES CONTROL ACT (TSCA) AS AMENDED BY CONGRESS, AS WELL AS ISSUES RELATING TO THE NATIONAL BIOENGINEERED FOOD DISCLOSURE ACT.- ENGAGED WITH THE ADMINISTRATION'S REVIEW OF THE COORDINATED FRAMEWORK FOR BIOTECHNOLOGY, INCLUDING WITH RESPECT TO THE REGULATION OF GENETICALLY ENGINEERED (GE) ALGAE.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
SERVICES: BIO'S SERVICES INCLUDE CONFERENCES AND ACTIVITIES THAT BRING TOGETHER INDUSTRY STAKEHOLDERS AND INVESTORS FOR EVENTS RANGING FROM THE BIO INTERNATIONAL CONVENTION TO CONFERENCES FOR BUSINESS DEVELOPMENT EXECUTIVES.THE BIO INTERNATIONAL CONVENTION ATTRACTS THE MOST INFLUENTIAL BIOTECH AND PHARMA ATTENDEES FROM 76 COUNTRIES AND 48 U.S. STATES, AS WELL AS THE DISTRICT OF COLUMBIA, PUERTO RICO AND THE US VIRGIN ISLANDS AND OFFERS PROFESSIONAL AND BUSINESS DEVELOPMENT OPPORTUNITIES. THE NET INCOME FROM THE CONVENTION SUPPORTS OUR ADVOCACY, PUBLIC OUTREACH, AND OTHER MEMBER SERVICE ACTIVITIES.THE KEY ELEMENTS OF THE BIO INTERNATIONAL CONVENTION ARE EDUCATIONAL PROGRAMMING, EXHIBITION, THE BIO BUSINESS FORUM, AND NETWORKING EVENTS. THESE ELEMENTS PROVIDE AN OPPORTUNITY FOR BIOTECHNOLOGY AND PHARMACEUTICAL COMPANIES, ACADEMIC RESEARCH INSTITUTIONS, AND INVESTORS FROM AROUND THE WORLD TO LEARN ABOUT RECENT SCIENTIFIC AND POLICY DEVELOPMENTS, AND SCHEDULE ONE-ON-ONE MEETINGS TO DISCUSS POTENTIAL BUSINESS OPPORTUNITIES. THE BIO BUSINESS FORUM AT THE CONVENTION HOSTS TENS OF THOUSANDS OF PARTNERING MEETINGS AMONG A FEW THOUSAND COMPANIES, ALONG WITH A COUPLE HUNDRED COMPANY PRESENTATIONS. THE CONVENTION HOSTS HUNDREDS OF SPEAKERS, AND OVER A THOUSAND EXHIBITIONS WITH INTERNATIONAL, REGIONAL AND STATE PAVILIONS (AND A NUMBER OF PRODUCT FOCUS ZONES).BEYOND THE CONVENTION, BIO HOSTS OR CO-HOSTS A NUMBER OF NATIONAL AND INTERNATIONAL CONFERENCES THAT PROVIDE VENUES FOR MEMBER AND NON-MEMBER COMPANIES TO PRESENT NEW DATA, MEET WITH FELLOW BIOTECH COMPANIES, AND ATTRACT FUNDING FROM INVESTORS AND OTHER ORGANIZATIONS.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet  
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment..
5
Yes
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
 
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
129
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
203
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletIN
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
Yes
 
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
No
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
96
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
95
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletSTEPHEN JASKO1201 NEW YORK AVE NW SUITE 1300   WASHINGTON,DC20005 (202) 962-9200
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JULIE GERBERDING......................................................................
SECRETARY
2.00
.................
 
X   X       0 0 0
(2) JEREMY LEVIN......................................................................
IMMEDIATE PAST CHAIR
2.00
.................
 
X   X       0 0 0
(3) ELIZABETH LEWIS......................................................................
SECRETARY
2.00
.................
 
X   X       0 0 0
(4) JOHN MARAGANORE......................................................................
IMMEDIATE PAST CHAIR
2.00
.................
 
X   X       0 0 0
(5) HELEN TORLEY UNTIL 121......................................................................
SECRETARY
2.00
.................
 
X   X       0 0 0
(6) BRADFORD ZAKES......................................................................
TREASURER
2.00
.................
 
X   X       0 0 0
(7) STEVE ALBERS......................................................................
DIRECTOR
2.00
.................
 
X           0 0 0
(8) ANNE ALONZO UNTIL 921......................................................................
DIRECTOR
2.00
.................
 
X           0 0 0
(9) BONNIE ANDERSON......................................................................
DIRECTOR
2.00
.................
 
X           0 0 0
(10) STUART ARBUCKLE......................................................................
DIRECTOR
2.00
.................
 
X           0 0 0
(11) MARTIN BABLER......................................................................
DIRECTOR
2.00
.................
 
X           0 0 0
(12) DUANE BARNES UNTIL 121......................................................................
DIRECTOR
2.00
.................
 
X           0 0 0
(13) LAURA BEREZIN UNTIL 121......................................................................
DIRECTOR
2.00
.................
 
X           0 0 0
(14) DOUG BERVEN......................................................................
DIRECTOR
2.00
.................
 
X           0 0 0
(15) JEAN-JACQUES BIENAIME......................................................................
DIRECTOR
2.00
.................
 
X           0 0 0
(16) FRITZ BITTENBENDER......................................................................
DIRECTOR
2.00
.................
 
X           0 0 0
(17) CHRISTOPHER BOERNER......................................................................
DIRECTOR
2.00
.................
 
X           0 0 0
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) CHRISTOPHE BOURDON UNTIL 321........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(19) CARRIE BOURDOW........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(20) CARINE BOUSTANY........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(21) BRIAN BRAZEAU UNTIL 821........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(22) STEPHANIE BROWN UNTIL 1121........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(23) VICTOR BULTO........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(24) EMMANUEL CAEYMAEX........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(25) KAY CHANDLER........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(26) IVAN CHEUNG........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(27) MEENU CHHABRA KASON UNTIL 321........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(28) GIACOMO CHIESI........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(29) JEFFREY CLELAND........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(30) RON COHEN........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(31) GRACE COLON........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(32) BRUCE COZADD........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(33) JOHN CROWLEY........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(34) ROGER CRYSTAL........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(35) DOUGLAS DOERFLER........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(36) MARK DROZDOWSKI UNTIL 621........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(37) ERIC DUBE........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(38) MARK ENYEDY........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(39) BARRY FLANNELLY........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(40) ALEXANDRIA FORBES........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(41) CEDRIC FRANCOIS........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(42) BRIAN GOFF UNTIL 721........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(43) KEVIN GORMAN........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(44) JUSTIN GOVER UNTIL 521........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(45) PATRICK GRUBER........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(46) CHIRFI GUINDO........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(47) SEBASTIAN GUTH........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(48) STEVEN HARR........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(49) PAUL HASTINGS........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(50) RACHEL HAURWITZ........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(51) CHRISTOPHER HEALEY........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(52) JENNIFER HOLMGREN........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(53) SCOTT HOLMSTROM UNTIL 921........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(54) PATRIK JONSSON........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(55) ALEX KARNAL........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(56) DANIEL KEIL........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(57) DAVID KETTNER........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(58) JEFFREY KINDLER UNTIL 621........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(59) RACHEL KING........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(60) SCOTT KOENIG........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(61) SAMARTH KULKARNI........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(62) JOSEPH LAROSA........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(63) JOHN LEPORE........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(64) NICK LESCHLY UNTIL 1221........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(65) TED LOVE........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(66) SANDY MACRAE........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(67) GAIL MADERIS........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(68) PAIGE MAHANEY UNTIL 521........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(69) AAMIR MALIK........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(70) AMEET MALLIK UNTIL 421........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(71) SHARON MATES........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(72) THOMAS MATHERS........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(73) JOHN MELO........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(74) BOB MORE........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(75) MICHAEL MORRISSEY........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(76) MICHAEL NARACHI........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(77) AMIR NASHAT........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(78) WILLIAM NEWELL........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(79) JULIA OWENS........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(80) JOHN OYLER........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(81) RICHARD PAULSON UNTIL 521........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(82) ADELENE PERKINS........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(83) MARK PLATT........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(84) RICHARD POPS........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(85) MARK PRUZANSKI........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(86) SOFIE QIAO........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(87) MICHAEL RAAB........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(88) ANNA RATH........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(89) ELENA RICE........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(90) HOWARD ROBIN........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(91) MICHAEL RUGGIERO........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(92) AMBER SALZMAN UNTIL 621........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(93) JAMES SAPIRSTEIN........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(94) GEORGE SCANGOS UNTIL 621........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(95) CHRISTOPHE SCHILLING........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(96) DIANE SHANAHAN UNTIL 921........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(97) CHRISTI SHAW........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(98) JEFFREY SHERMAN........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(99) BILL SIBOLD........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(100) NANCY SIMONIAN........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(101) DUANE SIMPSON........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(102) ERIKA SMITH........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(103) JULIE ANNE SMITH UNTIL 821........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(104) ELAINE SORG........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(105) CHRISTOPHER STANDLEE UNTIL 121........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(106) EDDIE SULLIVAN........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(107) JENNIFER TAUBERT UNTIL 121........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(108) IAN THOMPSON........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(109) LINDA TROLINDER........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(110) MARK TRUDEAU........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(111) RICK TURNER UNTIL 1121........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(112) GIL VAN BOKKELEN UNTIL 521........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(113) TIMOTHY WALBERT UNTIL 521........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(114) OLIVER WALKER........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(115) HENRIK WAREBORN........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(116) NEIL WARMA........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(117) SUE WASHER........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(118) FRANK WATANABE........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(119) ANNE WHITE UNTIL 1021........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(120) SCOTT WHITE........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(121) ROBERT WILLS UNTIL 621........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(122) RICK WINNINGHAM........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(123) SYLVIA WULF........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(124) ROGER WYSE........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(125) JOHN YOUNG UNTIL 1221........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(126) BERNHARDT ZEIHER UNTIL 321........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(127) JILL ZULLO........................................................................
DIRECTOR
2.00
.......................  
X           0 0 0
(128) MICHELLE MCMURRY-HEATH........................................................................
PRESIDENT AND CEO
40.00
.......................  
    X       2,050,133 0 264,622
(129) STEPHEN JASKO........................................................................
CHIEF FINANCIAL OFFICER
40.00
.......................  
    X       506,022 0 33,551
(130) THOMAS DILENGE........................................................................
PRESIDENT, ADVOCACY/LAW/PUBLIC POLICY
40.00
.......................  
      X     1,355,976 0 39,096
(131) RICH MASTERS........................................................................
CHIEF PUBLIC AFFAIRS OFFICER
40.00
.......................  
        X   643,726 0 45,694
(132) ELIZABETH ESHAM........................................................................
CHIEF SCIENCE OFFICER
40.00
.......................  
        X   605,569 0 43,889
(133) PETER MCHUGH........................................................................
CHIEF LEGAL OFFICER
40.00
.......................  
        X   558,879 0 56,671
(134) JOSEPH DAMOND........................................................................
DEPUTY CHIEF POLICY OFFICER & EVP INTERNATIONAL AF
40.00
.......................  
        X   533,658 0 77,891
(135) SHAYE MANDLE........................................................................
COO
40.00
.......................  
        X   522,185 0 33,551
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 6,776,148 0 594,965
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet97
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
THE HERALD GROUP LLC

1800 M STREET NW SUITE 450 SOUTH
WASHINGTON,DC20036
CONVENTION CENTER RENTAL 2,100,000
SIDLEY AUSTIN LLP

PO BOX 0642
CHICAGO,IL60690
CONSULTING 1,247,540
PUBLIC GOOD PROJECTS

2308 MOUNT VERNON AVENUE SUITE 758
ALEXANDRIA,VA22301
CONSULTING 883,000
KEYBRIDGE COMMUNICATIONS

1722-A WISCONSIN AVENUE NW SUITE 2
WASHINGTON,DC20007
CONSULTING 879,787
360 LIVE MEDIA LLC

2001 K STREET NW 3RD FLOOR NORTH
WASHINGTON,DC20006
CONSULTING 832,500
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet61
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 154,941
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 154,941
 Program Service RevenueAmt Business Code
2a MEMBERSHIP DUES 900003 32,415,003 32,415,003    
b CONFERENCE/MEETING REVENUE 541800 11,316,867 10,939,822 377,045  
c SPECIAL INITIATIVES 900003 7,457,234 7,457,234    
d CBI LOBBYING FUND 900003 1,062,280 1,062,280    
e LEGAL & POLICY SUPPORT 900003 533,218 533,218    
f All other program service revenue. 135,812 135,812    
g Total. Add lines 2a–2f .....MediumBullet 52,920,414
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 1,939,051     1,939,051
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 19,182,040   766,643 18,415,397
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   23,070,916 7a
b Less: cost or other basis and sales expenses   18,829,444 7b
c Gain or (loss)   4,241,472 7c
d Net gain or (loss).........MediumBullet 4,241,472     4,241,472
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a INSURANCE CLAIMS REVENUE 524298 2,373,400     2,373,400
b TAX REFUND 900003 89,522     89,522
c BIONEWS ADS INCOME 900003 10,000   10,000  
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 2,472,922
12 Total revenue. See instructions.....MediumBullet 80,910,840 52,543,369 1,153,688 27,058,842
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 2,097,401  
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 6,064  
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 7,466,183      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 28,315      
7 Other salaries and wages........ 22,960,292      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 90,132      
9 Other employee benefits ....... 3,113,155      
10 Payroll taxes ........... 1,324,367      
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 458,376      
c Accounting ........... 78,271      
d Lobbying ........... 5,204,776      
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 48,027      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 13,011,664      
12 Advertising and promotion .... 1,392,500      
13 Office expenses ....... 490,851      
14 Information technology ...... 1,178,794      
15 Royalties ..        
16 Occupancy ........... 6,940,556      
17 Travel ............ 492,326      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 3,846,620      
20 Interest ........... 1,380      
21 Payments to affiliates ....... 8,147,829      
22 Depreciation, depletion, and amortization .. 518,945      
23 Insurance ... 170,219      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DUES & SUBSCRIPTIONS 339,980      
b TAXES PAID 338,787      
c OUTREACH 264,890      
d BIO LEGISLATIVE DAY/FLY 38,940      
e All other expenses 8,478      
25 Total functional expenses. Add lines 1 through 24e 80,058,118      
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 15,487,112 1 8,880,294
2 Savings and temporary cash investments ......... 967,224 2 4,248,582
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 4,288,721 4 5,336,669
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 2,624,031 9 3,636,584
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 19,151,472
b Less: accumulated depreciation 10b 8,092,576 776,734 10c 11,058,896
11 Investments—publicly traded securities . 52,400,651 11 52,911,446
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 0 15 27,593,848
16 Total assets. Add lines 1 through 15 (must equal line 33)... 76,544,473 16 113,666,319
Liabilities 17 Accounts payable and accrued expenses ..... 18,997,300 17 18,109,640
18 Grants payable ...   18  
19 Deferred revenue ......... 12,264,522 19 10,845,666
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 1,540,177 25 40,455,368
26 Total liabilities. Add lines 17 through 25.. 32,801,999 26 69,410,674
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 43,742,474 27 44,255,645
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 43,742,474 32 44,255,645
33 Total liabilities and net assets/fund balances ........ 76,544,473 33 113,666,319
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
80,910,840
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
80,058,118
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
852,722
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
43,742,474
5
Net unrealized gains (losses) on investments ...............
5
-339,551
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
44,255,645
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Name of the organization
BIOTECHNOLOGY INNOVATION ORGANIZATION
 
Employer identification number

52-1224577
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2021)
Schedule B (Form 990) (2021) Page 2
Name of organization
BIOTECHNOLOGY INNOVATION ORGANIZATION
 
Employer identification number
52-1224577
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 3
Name of organization
BIOTECHNOLOGY INNOVATION ORGANIZATION
 
Employer identification number

52-1224577
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 4
Name of organization
BIOTECHNOLOGY INNOVATION ORGANIZATION
 
Employer identification number

52-1224577
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2021)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
BIOTECHNOLOGY INNOVATION ORGANIZATION
 
Employer identification number

52-1224577
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
No
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
No
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
Yes
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
32,415,003
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
10,444,118
b
Carryover from last year ............................................................................................................
2b
305,942
c
Total ...........................................................................................................................................
2c
10,750,060
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
13,290,151
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
-2,540,091
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990) 2021


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
BIOTECHNOLOGY INNOVATION ORGANIZATION
 
Employer identification number

52-1224577
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   17,146,255 6,235,809 10,910,446
d Equipment ....   276,745 276,746 -1
e Other .....   1,728,472 1,580,021 148,451
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 11,058,896
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)RIGHT OF USE ASSET - OPERATING 27,593,848
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 27,593,848
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 40,455,368
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 80,523,262
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -339,551
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e -339,551
3 Subtract line 2e from line 1.................. 3 80,862,813
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 48,027
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 48,027
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 80,910,840
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 80,010,091
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 80,010,091
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 48,027
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 48,027
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 80,058,118
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) 2021


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
BIOTECHNOLOGY INNOVATION ORGANIZATION
 
Employer identification number

52-1224577
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM     GRANT-MAKING CONFERENCES, ADVOCACY AND EDUCATION 6,064
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,     PROGRAM SERVICES ADVOCACY 18,389
EUROPE (INCLUDING ICELAND & GREENLAND)     PROGRAM SERVICES ADVOCACY 145,071
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 169,524
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 169,524
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
EUROPE (INCLUDING ICELAND & GREENLAND) CONTRIBUTION 6,064 WIRE TRANSFER 0    
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
1
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART I, LINE 2: THE ORGANIZATION HAS SUPPORTING DOCUMENTATION FOR THE AMOUNT THAT IS INVOICED FROM THE COMPANIES.
PART III ACCOUNTING METHOD:  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2021
Additional Data


Software ID:  
Software Version:  




Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
BIOTECHNOLOGY INNOVATION ORGANIZATION
 
Employer identification number
52-1224577
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) ALLIANCE FOR AGING RESEARCH
1700 K STREET NW SUITE 740
WASHINGTON,DC20006
54-1379174 501(C)(3) 15,000 0     SPONSORSHIP
(2) ALLIANCE TO PROTECT MEDICAL INNOVATION
1220 L ST NW SUITE 100 488
WASHINGTON,DC20005
83-1354631 501(C)(4) 50,000 0     CONTRIBUTION
(3) AMERICAN BONE HEALTH
4208 SIX FORKS RD SUITE 1000
RALEIGH,NC27609
93-1022954 501(C)(3) 10,000 0     SUPPORT
(4) AMERICAN BRAIN COALITION
PO BOX 1549
MAPLE GROVE,MN55311
20-1852597 501(C)(3) 10,000 0     SUPPORT
(5) AMERICAN CANCER SOCIETY ACTION NETWORK INC
555 11TH STREET SUITE 300
WASHINGTON,DC20004
52-2340031 501(C)(4) 25,000 0     SPONSORSHIP
(6) AMERICAN LUNG ASSOCIATION
55 W WACKER DRIVE SUITE 1150
CHICAGO,IL60601
13-1632524 501(C)(3) 15,000 0     SUPPORT
(7) ARTHRITIS FOUNDATION INC
1355 PEACHTREE ST 600
ATLANTA,GA30309
58-1341679 501(C)(3) 15,000 0     SUPPORT
(8) ASIAN AND PACIFIC ISLANDER AMERICAN HEALTH FORUM
ONE KAISER PLAZA SUITE 850
OAKLAND,CA94612
94-3030866 501(C)(3) 20,000 0     GIFT/SUPPORT
(9) ASSOCIATION OF ASIAN PACIFIC COMMUNITY HEALTH ORGANIZATIONS
2140 SHATTUCK AVE SUITE 203
BERKELEY,CA94704
94-3050247 501(C)(3) 60,000 0     GIFT
(10) BIONJ INC
1255 WHITEHORSE-MERCERVILLE RD
BUILDING B - SUITE 514
TRENTON,NJ08619
22-3284393 501(C)(6) 45,000 0     SPONSORSHIP
(11) BIOUTAH
PO BOX 58531
SALT LAKE CITY,UT84158
90-0899204 501(C)(6) 6,500 0     SUPPORT
(12) CALIFORNIA LIFE SCIENCES ASSOCIATION
9191 TOWNE CENTRE DRIVE SUITE 450
SAN DIEGO,CA92122
47-3226523 501(C)(6) 200,000 0     SUPPORT
(13) CANCER SUPPORT COMMUNITY
734 15TH STREET NW SUITE 300
WASHINGTON,DC20005
95-4163931 501(C)(3) 30,000 0     SUPPORT
(14) CAPITAL CLUBHOUSE INC
1517 18TH ST NW
WASHINGTON,DC20036
45-4366185 501(C)(3) 15,000 0     SUPPORT
(15) CENTER FOR FOOD INTEGRITY
2900 NE BROOKTREE LANE SUITE 200
GLADSTONE,MO64119
20-4662713 501(C)(4) 50,000 0     SPONSORSHIP
(16) CENTER FORWARD
1214A INGLESIDE AVE
MCLEAN,VA22101
27-2429741 501(C)(4) 35,000 0     2021 ANNUAL STAKEHOLDER PROGRAM
(17) COLORADO BIOSCIENCE ASSOCIATION
600 GRANT STREET SUITE 306
DENVER,CO80203
84-1363258 501(C)(6) 15,000 0     SPONSORSHIP
(18) COMMUNITY LIVER ALLIANCE
100 W STATION SQUARE DR SUITE 1945
PITTSBURGH,PA15219
46-1909171 501(C)(3) 15,000 0     SUPPORT
(19) COPD FOUNDATION INC
3300 PONCE DE LEON BLVD
MIAMI,FL33134
20-1048322 501(C)(3) 15,000 0     SUPPORT
(20) CYSTIC FIBROSIS RESEARCH FUND INC
100 ST GEORGES RD UNIT G1
ARDMORE,PA19003
45-3768161 501(C)(3) 10,000 0     SUPPORT
(21) DELAWARE BIOSCIENCE ASSOCIATION
1 INNOVATION WAY SUITE 300
NEWARK,DE19711
20-4147195 501(C)(6) 8,000 0     SUPPORT
(22) DEPRESSION AND BIPOLAR SUPPORT ALLIANCE
55 E JACKSON BLVD SUITE 490
CHICAGO,IL60604
36-3379124 501(C)(3) 10,000 0     SUPPORT
(23) DUP15Q ALLIANCE
1207 LINDEN AVE
PARK RIDGE,IL60068
20-0751232 501(C)(3) 10,000 0     SUPPORT
(24) EPILEPSY FOUNDATION
8301 PROFESSIONAL PLACE EAST SUITE
200
LANDOVER,MD20785
52-0856660 501(C)(3) 15,000 0     SUPPORT
(25) EVERYLIFE FOUNDATION FOR RARE DISEASES
1012 14TH ST NW SUITE 500
WASHINGTON,DC20005
26-4614274 501(C)(3) 50,000 0     SUPPORT/CONTRIBUTION
(26) FARMERS ALLIANCE FOR INTEGRATED RESOURCES
1260 COUNTY ROAD 20 1/2
LONGMONT,CO80504
45-4591729 501(C)(5) 20,000 0     SUPPORT
(27) FATTY LIVER FOUNDATION
3938 E SHADY GLEN CT
BOISE,ID83706
81-4492542 501(C)(3) 10,000 0     SUPPORT
(28) FOUNDATION FOR SARCOIDOSIS RESEARCH
1820 WEST WEBSTER AVENUE SUITE 304
CHICAGO,IL60614
36-4378232 501(C)(3) 16,500 0     SUPPORT
(29) GENETIC ALLIANCE
4301 CONNECTICUT AVENUE NW SUITE
404
WASHINGTON,DC20008
52-1571905 501(C)(3) 15,000 0     SUPPORT
(30) GEORGE MASON UNIVERSITY FOUNDATION INC
3301 FAIRFAX DRIVE MSN 1G3
ARLINGTON,VA22201
54-1603842 501(C)(3) 10,000 0     DONATION
(31) GEORGIA BIO
999 PEACHTREE AVE NE
ATLANTA,GA30309
58-1849665 501(C)(3) 15,000 0     SPONSORSHIP
(32) GLOBAL DOWN SYNDROME FOUNDATION
3239 E 2ND AVE
DENVER,CO80206
26-4431001 501(C)(3) 6,000 0     SUPPORT
(33) GO2 FOUNDATION FOR LUNG CANCER
1100 INDUSTRIAL ROAD SUITE 1
SAN CARLOS,CA94070
20-4417327 501(C)(3) 10,000 0     SUPPORT
(34) HAWAII CROP IMPROVEMENT ASSOCIATION
PO BOX 126
AIEA,HI96701
99-0258882 501(C)(6) 25,000 0     SUPPORT
(35) HEALTHYWOMEN
1 HARDING RD SUITE 102A
RED BANK,NJ77010
52-1624846 501(C)(3) 8,500 0     SUPPORT
(36) HEPATITIS B FOUNDATION
3805 OLD EASTON ROAD
DOYLESTOWN,PA18902
23-2655669 501(C)(3) 15,000 0     SUPPORT
(37) HIV AND HEPATITIS POLICY INSTITUTE
1602B BELMONT ST NW
WASHINGTON,DC20009
84-4147678 501(C)(3) 7,500 0     SUPPORT
(38) HUNTER'S HOPE FOUNDATION INC
PO BOX 643 6368 W QUAKER
ORCHARD PARK,NY14127
16-1552315 501(C)(3) 15,000 0     SUPPORT
(39) INFORMATION TECHNOLOGY AND INNOVATION FOUNDATION
700 K ST NW SUITE 600
WASHINGTON,DC20001
20-4403497 501(C)(3) 30,000 0     SUPPORT
(40) LIFE SCIENCE WASHINGTON
1551 EASTLAKE AVE E SUITE 300
SEATTLE,WA98102
91-1453398 501(C)(6) 10,000 0     SUPPORT
(41) LITTLE HERCULES FOUNDATION
5522 AVERY RD
DUBLIN,OH43016
46-1427334 501(C)(3) 15,000 0     SUPPORT
(42) LULAC INSTITUTE INC
1133 19TH ST NW SUITE 1000
WASHINGTON,DC20036
52-2072106 501(C)(3) 150,000 0     GIFT
(43) LUPUS FOUNDATION OF AMERICA INC
2121 K STREET NW SUITE 200
WASHINGTON,DC20037
43-1131436 501(C)(3) 7,500 0     SPONSORSHIP
(44) LUPUS RESEARCH ALLIANCE INC
275 MADISON AVE 10TH FLOOR
NEW YORK,NY10016
58-2492929 501(C)(3) 15,000 0     SUPPORT
(45) MASSACHUSETTS BIOTECH COUNCIL
300 TECHNOLOGY SQUARE 5TH FLOOR
CAMBRIDGE,MA02139
22-2693047 501(C)(6) 6,000 0     SPONSORSHIP
(46) MONTANA BIOSCIENCE ALLIANCE
P O BOX 1773
BILLINGS,MT59106
20-1647600 501(C)(3) 20,000 0     SUPPORT
(47) NATIONAL ALLIANCE ON MENTAL ILLNESS
3803 N FAIFAX DR SUITE 100
ARLINGTON,VA22203
43-1201653 501(C)(3) 15,000 0     SUPPORT
(48) NATIONAL BLACK CHURCH INITIATIVE
POBOX 65177
WASHINGTON,DC20035
52-2169774 501(C)(3) 91,400 0     SUPPORT/GIFT
(49) NATIONAL BLOOD CLOT ALLIANCE
PO BOX 825687
PHILADELPHIA,PA19182
56-2425135 501(C)(3) 10,000 0     SUPPORT
(50) NATIONAL CAUCUS AND CENTER ON BACK AGING
1220 L ST NW SUITE 800
WASHINGTON,DC20005
23-7455377 501(C)(3) 30,000 0     SUPPORT
(51) NATIONAL CONFERENCE OF STATE LEGISLATURES
7700 EAST FIRST PLACE
DENVER,CO80230
84-0772595 170(C)(1) 10,000 0     SPONSORSHIP
(52) NATIONAL COUNCIL OF ASIAN PACIFIC ISLANDER PHYSICIANS
2144 BEACH STREET
SAN FRANCISCO,CA94123
27-3429376 501(C)(3) 50,000 0     SUPPORT
(53) NATIONAL COUNCIL ON AGING
251 18TH ST SOUTH SUITE 500
ARLINGTON,VA22202
13-1932384 501(C)(3) 45,000 0     SPONSORSHIP
(54) NATIONAL HEALTH COUNCIL
1730 M STREET NW SUITE 500
WASHINGTON,DC20036
13-1624107 501(C)(3) 49,000 0     SPONSORSHIP
(55) NATIONAL HISPANIC MEDICAL ASSOCIATION
1920 L STREET NW SUITE 725
WASHINGTON,DC20036
52-1884446 501(C)(6) 30,000 0     AWARD
(56) NATIONAL PSORIASIS FOUNDATION
6600 SW 92ND AVE SUITE 300
PORTLAND,OR97223
93-0571472 501(C)(3) 15,000 0     SUPPORT
(57) NATIONAL URBAN LEAGUE INC
80 PINE STREET 9TH FLOOR
NEW YORK,NY10005
13-1840489 501(C)(3) 150,000 0     GIFT
(58) NCSL FOUNDATION FOR STATE LEGISLATURES
7700 EAST FIRST PLACE
DENVER,CO80230
74-2232576 501(C)(3) 7,500 0     SPONSORSHIP
(59) NUS AMERICA FOUNDATION INC
440 NORTH WOLFE ROAD
SUNNYVALE,CA94085
20-2368621 501(C)(3) 16,000 0     DONATION
(60) OREGONIANS FOR FOOD AND SHELTER
1149 COURT ST NE SUITE 110
SALEM,OR97301
93-0775640 501(C)(6) 17,500 0     SUPPORT
(61) PREVENT BLINDNESS
225 WEST WACKER DRIVE SUITE 400
CHICAGO,IL60606
36-3667121 501(C)(3) 15,500 0     SUPPORT
(62) PREVENT CANCER FOUNDATION
1600 DUKE ST SUITE 500
ALEXANDRIA,VA22314
52-1429544 501(C)(3) 8,000 0     SPONSORSHIP
(63) RESEARCHAMERICA
241 18TH STREET SOUTH SUITE 501
ARLINGTON,VA22202
52-1609875 501(C)(3) 6,000 0     SUPPORT
(64) SERVICES AND ADVOCACY FOR GAY LESBIAN BISEXUAL AND TRANSGENDER ELDERS IN
305 7THAVE 15TH FLOOR
NEW YORK,NY10001
13-2947657 501(C)(3) 20,000 0     SUPPORT
(65) SICK CELLS
4512 RIVER DRIVE
LISLE,IL60532
81-3481633 501(C)(3) 65,000 0     SUPPORT
(66) ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVE SUITE 400
MONROVIA,CA91016
20-1173824 501(C)(3) 15,000 0     SUPPORT
(67) SYNGAP1 FOUNDATION
15319 REDBUD BERRY WAY
CYPRESS,TX77433
47-2459997 501(C)(3) 15,000 0     SUPPORT
(68) THE BRIGHAM AND WOMEN'S HOSPITAL INC
75 FRANCIS ST MAIL CODE 300 FENWAY
R
BOSTON,MA02115
04-2312909 501(C)(3) 10,000 0     SPONSORSHIP
(69) THE CONGRESSIONAL INSTITUTE INC
1700 DIAGONAL RD SUITE 300
ALEXANDRIA,VA22314
52-1504189 501(C)(4) 15,000 0     SUPPORT
(70) THE GERONTOLOGICAL SOCIETY OF AMERICA
1220 L STREET NW 901
WASHINGTON,DC20005
52-1256181 501(C)(3) 10,000 0     SUPPORT
(71) THE GLOBAL FOUNDATION FOR PEROXISOMAL DISORDERS
PO BOX 33238
TULSA,OK74135
27-3646193 501(C)(3) 15,000 0     SUPPORT
(72) THE GLOBAL WOMEN'S INNOVATION NETWORK
233 PENNSYLVANIA AVENUE SE 2ND
FLOOR
WASHINGTON,DC20003
27-1428117 501(C)(3) 50,000 0     SUPPORT
(73) THE GOVERNING MAJORITY EDUCATION FUND
606 W WISCONSIN AVE 1202
MILWAUKEE,WI53203
85-0549304 501(C)(4) 25,000 0     CONTRIBUTION
(74) THE NATIONAL HEMOPHILIA FOUNDATION
7 PENN PLAZA SUITE 1204
NEW YORK,NY10001
13-5641857 501(C)(3) 15,000 0     SUPPORT
(75) THE ULMAN CANCER FUND OF YOUNG ADULTS INC
2118 E MADISON ST
BALTIMORE,MD21205
52-2057636 501(C)(3) 15,000 0     SUPPORT
(76) US CHAMBER OF COMMERCE
1615 H STREET NW P O BOX 1200
WASHINGTON,DC20062
53-0045720 501(C)(6) 25,000 0     SUPPORT
(77) UNITED SPINAL ASSOCIATION
120-34 QUEENS BLVD SUITE 320
KEW GARDENS,NY11415
13-5612621 501(C)(3) 10,000 0     SUPPORT
(78) US CHAMBER OF COMMERCE
1615 H STREET NW PO BOX 1200
WASHINGTON,DC20062
53-0045720 501(C)(6) 25,000 0     SUPPORT
(79) WOMEN OF COLOR IN PHARMA
PO BOX 6172
SOMERSET,NJ08875
81-3871261 501(C)(6) 10,000 0     SPONSORSHIP
(80) ZERO - THE PROJECT TO END PROSTATE CANCER
515 KING STREET SUITE 420
ALEXANDRIA,VA22314
59-3400922 501(C)(3) 15,000 0     SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
59
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
80
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2021

Schedule I (Form 990) 2021
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: BIO RELIES ON THE REQUIRED QUALIFICATIONS OF THE GRANT RECIPIENTS TO PROVIDE ASSURANCE OF PROPER USAGE. IN SOME CASES, BIO PERSONNEL ATTEND EVENTS AND RECEIVE ACKNOWLEDGEMENTS RELATED TO THE FUNDS GRANTED.
Schedule I (Form 990) 2021



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
BIOTECHNOLOGY INNOVATION ORGANIZATION
 
Employer identification number

52-1224577
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
No
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
 
b
Any related organization? .......................
5b
 
 
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
 
b
Any related organization? ......................
6b
 
 
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
 
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1MICHELLE MCMURRY-HEATH
PRESIDENT AND CEO
(i)

(ii)
1,197,646
-------------
0
851,887
-------------
0
600
-------------
0
233,700
-------------
0
30,922
-------------
0
2,314,755
-------------
0
0
-------------
0
2THOMAS DILENGE
PRESIDENT, ADVOCACY/LAW/PUBLIC POLIC
(i)

(ii)
210,960
-------------
0
522,501
-------------
0
622,515
-------------
0
8,700
-------------
0
30,396
-------------
0
1,395,072
-------------
0
0
-------------
0
3RICH MASTERS
CHIEF PUBLIC AFFAIRS OFFICER
(i)

(ii)
488,126
-------------
0
155,000
-------------
0
600
-------------
0
8,700
-------------
0
36,994
-------------
0
689,420
-------------
0
0
-------------
0
4ELIZABETH ESHAM
CHIEF SCIENCE OFFICER
(i)

(ii)
479,958
-------------
0
125,011
-------------
0
600
-------------
0
8,700
-------------
0
35,189
-------------
0
649,458
-------------
0
0
-------------
0
5PETER MCHUGH
CHIEF LEGAL OFFICER
(i)

(ii)
448,606
-------------
0
109,673
-------------
0
600
-------------
0
8,700
-------------
0
47,971
-------------
0
615,550
-------------
0
0
-------------
0
6JOSEPH DAMOND
DEPUTY CHIEF POLICY OFFICER & EVP IN
(i)

(ii)
409,070
-------------
0
123,988
-------------
0
600
-------------
0
26,200
-------------
0
51,691
-------------
0
611,549
-------------
0
0
-------------
0
7SHAYE MANDLE
COO
(i)

(ii)
471,585
-------------
0
50,000
-------------
0
600
-------------
0
0
-------------
0
33,551
-------------
0
555,736
-------------
0
0
-------------
0
8STEPHEN JASKO
CHIEF FINANCIAL OFFICER
(i)

(ii)
450,422
-------------
0
55,000
-------------
0
600
-------------
0
0
-------------
0
33,551
-------------
0
539,573
-------------
0
0
-------------
0
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINES 4A-B THE ORGANIZATION HAS A NONQUALIFIED DEFERRED COMPENSATION PLAN. UNDER THE TERMS OF THE PLAN, THE PARTICIPANTS ARE ENTITLED TO BENEFITS IF THEY REMAIN EMPLOYED BY THE ORGANIZATION UNTIL A PREDETERMINED TIME. THE PLAN IS INTENDED TO BE A NONQUALIFIED, UNFUNDED PROGRAM FOR THE BENEFIT OF A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES OF BIO WITHIN THE MEANING OF ERISA. THE FOLLOWING WERE CONTRIBUTIONS MADE DURING 2021: MICHELLE MCMURRY-HEATH: $225,000 THOMAS DILENGE RECEIVED A ONE-TIME SEVERANCE PAYMENT OF $622,515 UPON SEPARATION OF SERVICE DURING THE TAX YEAR.
Schedule J (Form 990) 2021

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
BIOTECHNOLOGY INNOVATION ORGANIZATION
 
Employer identification number

52-1224577
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2021
Schedule L (Form 990) 2021
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) LILY DOEFLER DAUGHTER OF A BOARD MEMBER 28,315 EMPLOYMENT   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2021


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
BIOTECHNOLOGY INNOVATION ORGANIZATION
 
Employer identification number

52-1224577
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS SHALL DESIGNATE BY RESOLUTION AND WITH A QUORUM PRESENT, NOT MORE THAN TWENTY-THREE (23) DIRECTORS OF THE BOARD TO ACT AS AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE SEVEN (7) ELECTED OFFICERS OF THE ORGANIZATION; THE IMMEDIATE PAST CHAIR OF THE ORGANIZATION; THE VICE CHAIRS OF EACH SECTION'S GOVERNING BOARD; AND THE BALANCE BEING AT-LARGE DIRECTORS FROM THE FULL BOARD. IF THE IMMEDIATE PAST CHAIR IS NO LONGER ELIGIBLE TO SERVE ON THE FULL BOARD, AN ADDITIONAL AT-LARGE DIRECTOR FROM THE FULL BOARD SHALL BE SELECTED FOR THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE, AND BE AUTHORIZED TO EXERCISE, ALL POWERS OF THE FULL BOARD, EXCEPT: (A) THE POWER TO ELECT OR REMOVE ELECTED OFFICERS OR DIRECTORS, TO CHANGE THE SIZE OF THE BOARD, TO CHANGE ELIGIBILITY, QUALIFICATIONS OR RIGHTS OF MEMBERSHIP, OR TO MAKE DETERMINATIONS AS TO DIRECTOR AND OFFICER COMPENSATION, WHERE APPLICABLE; AND (B) THE POWER TO AMEND THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION SHALL BE DIVIDED INTO FOUR CLASSES; CORE MEMBERS, ASSOCIATE MEMBERS, AFFILIATE MEMBERS, AND CENTER MEMBERS, DEFINED AS FOLLOWS: (A) CORE MEMBERS: ANY CORPORATION, PARTNERSHIP, ASSOCIATION, OR OTHER ENTITY ORGANIZED FOR PROFIT, A SUBSTANTIAL PERCENTAGE OF WHOSE BUSINESS ACTIVITIES INVOLVE BIOTECHNOLOGY, GENOMICS, BIOINFORMATICS OR RELATED NEW TECHNOLOGIES, IS ELIGIBLE FOR MEMBERSHIP. CORE MEMBERS ARE THOSE ENTITIES THAT UTILIZE BIOTECHNOLOGY, GENOMICS, BIOINFORMATICS OR OTHER RELATED NEW TECHNOLOGIES IN RESEARCH, DEVELOPMENT, TESTING, MANUFACTURING, OR SALES OF PRODUCT OR INFORMATION, AS WELL AS OTHER FIRMS THE BOARD SO CHARACTERIZES AND PLACES IN THIS CATEGORY. CORE MEMBERS SHALL BE GROUPED IN THE FOLLOWING SUBCATEGORIES: (I) EMERGING COMPANIES, WHICH ARE FIRMS THAT EMPLOY LESS THAN 350 PERSONS AND THAT DO NOT HAVE A THERAPEUTIC OR DIAGNOSTIC PRODUCT APPROVED FOR SALE IN THE U.S. MARKET; (II) ESTABLISHED FIRMS, WHICH ARE THOSE FIRMS THAT EMPLOY 350 OR MORE PERSONS OR THAT HAVE A THERAPEUTIC OR DIAGNOSTIC PRODUCT APPROVED FOR SALE IN THE U.S. MARKET; AND (III) LARGE FIRMS, WHICH ARE ESTABLISHED FIRMS THAT HAVE ANNUAL WORLDWIDE SALES OF BIOTECHNOLOGY PRODUCTS IN EXCESS OF $1.5 BILLION; AND (IV) NON-DOMESTIC COMPANIES, WHICH ARE CORE MEMBERS WITHOUT SIGNIFICANT OPERATIONS IN THE UNITED STATES OR SIGNIFICANT COLLABORATIONS WITH A U.S. ENTITY. (B) ASSOCIATE MEMBERS: ANY CORPORATION, PARTNERSHIP, ASSOCIATION, OR OTHER ENTITY ORGANIZED FOR PROFIT, A SUBSTANTIAL PORTION OF WHOSE ACTIVITIES INVOLVE PROVIDING SERVICES OR PRODUCTS OF BENEFIT TO COMPANIES WHOSE PRINCIPAL BUSINESS IS BIOTECHNOLOGY, IS ELIGIBLE FOR ASSOCIATE MEMBERSHIP. ASSOCIATE MEMBERS ARE THOSE COMMERCIAL ENTITIES WHICH DO NOT NECESSARILY UTILIZE BIOTECHNOLOGY; E.G. TECHNICAL SUPPORT, EQUIPMENT, CONSTRUCTION, ACCOUNTING, AND LAW FIRMS THAT SERVICE THE BIOTECHNOLOGY INDUSTRY, AS WELL AS OTHER FIRMS THAT THE BOARD CHARACTERIZES AND PLACES IN THIS CATEGORY. (C) AFFILIATE MEMBERS: ANY GOVERNMENTAL OR NONPROFIT ENTITY OR COUNTRY, STATE OR REGIONAL INDUSTRY, TRADE OR PROFESSIONAL ASSOCIATION WITH AN INTEREST IN, OR A MANDATE TO PROMOTE THE DEVELOPMENT OF, BIOTECHNOLOGY IS ELIGIBLE FOR AFFILIATE MEMBERSHIP. THERE SHALL BE NO SIZE TESTS APPLIED TO AFFILIATE MEMBER APPLICANTS. (D) CENTER MEMBERS: ANY INSTITUTION, NOT GENERALLY ELIGIBLE FOR CORE MEMBERSHIP THAT IS SPONSORED BY A STATE, REGION, OR ACADEMIC INSTITUTION AND WORKS IN SUPPORT OF COMMERCIAL BIOTECHNOLOGY MAY BE ELIGIBLE FOR CONSIDERATION AS A CENTER MEMBER.
FORM 990, PART VI, SECTION A, LINE 7A AT ALL MEMBERSHIP MEETINGS OF THE ORGANIZATION, EACH CURRENT MEMBER SHALL HAVE ONE (1) VOTE AND MAY TAKE PART IN THE VOTING IN PERSON OR BY PROXY. FOR EACH SECTION IN WHICH THE MEMBER PARTICIPATES, EACH MEMBER SHALL HAVE THE RIGHT TO VOTE ON THE ELECTION OF DIRECTORS FOR THE SECTION GOVERNING BOARD, BUT SHALL HAVE NO OTHER VOTING RIGHTS EXCEPT ON MATTERS BROUGHT TO THE MEMBERSHIP BY ANY SUCH GOVERNING BOARD OR THE ORGANIZATION'S BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND RELATED SCHEDULES ARE PREPARED BY THE ORGANIZATION'S CERTIFIED PUBLIC ACCOUNTANTS WITH INFORMATION PROVIDED BY AND UNDER THE GUIDANCE OF THE CHIEF FINANCIAL OFFICER (CFO). THE CFO AND THE CONTROLLER THOROUGHLY REVIEW ALL CALCULATIONS AND SCHEDULES TO CONFIRM THEY REFLECT THE ACTUAL FINANCIAL RESULTS OF THE ORGANIZATION. THE COMPLETE FORM 990 IS THEN REVIEWED INTERNALLY BY THE CFO, AND CONTROLLER IN CONSULTATION WITH LEGAL COUNSEL AND, AS APPROPRIATE, FURTHER CONSULTATION WITH THE ORGANIZATION'S CERTIFIED PUBLIC ACCOUNTANTS. ALL REVIEWS ARE COMPLETED BEFORE THE FORM IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C BIOTECHNOLOGY INNOVATION ORGANIZATION (BIO) TAKES SEVERAL STEPS TO ADDRESS COMPLIANCE BY KEY EMPLOYEES, OFFICERS AND DIRECTORS WITH ITS CONFLICTS OF INTEREST POLICY. BIO TRAINS ALL NEW EMPLOYEES AND DIRECTORS ON VARIOUS ASPECTS OF BIO'S COMPLIANCE PROGRAM, INCLUDING CONFLICTS OF INTEREST, AND BIO'S WRITTEN CONFLICTS OF INTEREST POLICY REQUIRES ALL EMPLOYEES TO DISCLOSE ANY OUTSIDE PERSONAL BUSINESS INTERESTS TO THEIR SUPERVISOR. BIO'S GENERAL COUNSEL REGULARLY ADVISES BIO'S EXECUTIVES AND SUPERVISORS ON SUCH MATTERS. BIO ALSO CONTRACTS WITH AN INDEPENDENT ORGANIZATION TO PROVIDE EMPLOYEES AND OTHERS WITH THE ABILITY TO FILE ANONYMOUS REPORTS CONCERNING THE VIOLATION OF ANY LAWS OR BIO POLICIES, INCLUDING ALLEGATIONS OF POTENTIAL CONFLICTS OF INTEREST, AND BIO HAS A PROCESS IN PLACE TO FOLLOW UP ON ANY SUCH COMPLAINTS IN A TIMELY AND THOROUGH MANNER. FURTHER, BIO UNDERTAKES A QUESTIONNAIRE SENT TO EACH DIRECTOR ON ITS BOARD OF DIRECTORS SEEKING DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTERESTS THEY MAY HAVE, OR THEIR FAMILY MEMBERS MAY HAVE, ASSOCIATED WITH BUSINESSES OR ORGANIZATIONS THAT DO BUSINESS WITH BIO. POTENTIAL CONFLICTS ARE MONITORED AND REVIEWED AT THE MANAGEMENT AND SENIOR MANAGEMENT LEVEL OF THE ORGANIZATION, AND DEPENDING ON THE CONFLICT, DETERMINATIONS MAY BE MADE AT THE BOARD OR SENIOR MANAGEMENT LEVEL. A CONFLICT AT THE BOARD LEVEL WILL NORMALLY RESULT IN RECUSAL OF THE INDIVIDUAL FROM PARTICIPATION OR ACTIVITIES WITH RESPECT TO THE RELEVANT SUBJECT MATTER. AT THE STAFF LEVEL, THE APPLICABLE BIO SUPERVISOR IS INFORMED OF THE POTENTIAL CONFLICT AND IS REQUIRED TO TAKE ALL APPROPRIATE STEPS TO ENSURE THAT THE INDIVIDUAL DOES NOT PARTICIPATE IN, OR RECEIVE CONFIDENTIAL INFORMATION RELATING TO, ANY BIO ACTIVITY RELATED TO THE SUBJECT MATTER OF THE CONFLICT, UP TO AND INCLUDING, WHERE APPROPRIATE, TERMINATION OF SUCH EMPLOYEE.
FORM 990, PART VI, SECTION B, LINE 15 FOR 2021, THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) OF BIO (BIOTECHNOLOGY INNOVATION ORGANIZATION 52-1224577) WAS COMPENSATED PER THE TERMS OF A MULTI-YEAR CONTRACT THAT WAS DETERMINED WITH INDEPENDENT REVIEW, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION, AS INDICATED IN PRIOR FORM 990 SUBMISSIONS. IN ADDITION, BASED ON THE EXECUTIVE COMMITTEE'S EVALUATION OF THE PRESIDENT AND CEO'S PERFORMANCE FOR 2021, THE COMMITTEE DETERMINED THE APPROPRIATE AMOUNT FOR THE DISCRETIONARY COMPONENT OF COMPENSATION FOR THAT YEAR, IN ACCORDANCE WITH THE RELEVANT PROVISION OF THE EXECUTIVE AGREEMENT. DECISIONS REGARDING THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE NEGOTIATED INDIVIDUALLY AND ARE PERFORMANCE-BASED, IN ACCORDANCE WITH AN ANNUAL WRITTEN EVALUATION PROCESS THAT HAS BEEN ESTABLISHED FOR ALL EMPLOYEES OF THE ORGANIZATION. AN INDEPENDENT CONSULTANT PROVIDES COMPARATIVE BENCHMARKING SERVICES FOR SENIOR MANAGEMENT POSITIONS, AND OTHER INFORMATION ON COMPENSATION ISSUES, TRENDS, POLICIES, AND BEST PRACTICES FOR USE BY THE ORGANIZATION. THE ORGANIZATION ALSO HAS AN ESTABLISHED COMPENSATION POLICY FOR ALL OF ITS EMPLOYEES, WHICH SETS FORTH THE GENERAL PARAMETERS GOVERNING BIO'S COMPENSATION PRACTICES.
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 BIO-PAC ADMINISTRATIVE 29,094. BUSINESS STRATEGIES 4,034. CONSULTANTS AND OTHER PROFESSIONAL FEES 3,664,915. EC EMERGING PRIORITIES -38,110. ECONOMIC STUDIES 254,335. EDUCATION 222,222. I&E INITIATIVES 9,100. PROGRAM INITIATIVES 45,170. RECRUITMENT 233,749. RESEARCH/FOCUS GROUPS -7,500. TEMPORARY HELP 257,852. CBI LOBBYING FUND 1,062,280. SPECIAL INITIATIVES 7,274,523.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
BIOTECHNOLOGY INNOVATION ORGANIZATION
 
Employer identification number

52-1224577
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)EXCELLENCE THROUGH STEWARDSHIP
1201 MARYLAND AVE SW SUITE 900

WASHINGTON,DC20024
26-3021330
TO SUPPORT THE PURSUIT OF LIFELONG LEARNING ABOUT THE PROMISE, ACHIEVEMENTS DC 501(C)(4)    
 
No
(2)BIOTECHNOLOGY INSTITUTE
1201 MARYLAND AVE SW SUITE 900

WASHINGTON,DC20024
25-1716917
TO SUPPORT THE PURSUIT OF LIFELONG LEARNING ABOUT THE CHALLENGES OF BIOTECH. DC 501(C)(3) LINE 7  
 
No










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) EXCELLENCE THROUGH STEWARDSHIP

B 54,996  
(2) EXCELLENCE THROUGH STEWARDSHIP

Q 38,371  
(3) THE BIOTECHNOLOGY INSTITUTE

D 84,004  
(4) THE BIOTECHNOLOGY INSTITUTE

B 55,240  


Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2021

Additional Data


Software ID:  
Software Version: