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Nonprofiteer
← BIOTECHNOLOGY INNOVATION ORGANIZATION

Form 990 for tax year 2023

Filed by BIOTECHNOLOGY INNOVATION ORGANIZATION.

Totals

Total revenue
$113,768,509
Total expenses
$91,630,164
Contributions and grants received
$0
Grants paid
$1,534,902
Program service revenue
$93,460,509
Investment income
$2,221,609
Other revenue
$18,086,391
Total assets, end of year
$156,639,347
Total liabilities, end of year
$79,279,320
Net assets or fund balances, end of year
$77,360,027
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: CONFERENCE / MEETING R

    total $54,127,908 · related or exempt $54,073,208 · unrelated business $54,700

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $36,349,909 · related or exempt $36,349,909

  • 2c · Program service revenue: SPECIAL INITIATIVES

    total $1,803,019 · related or exempt $1,803,019

  • 2d · Program service revenue: CBI LOBBYING FUND

    total $996,773 · related or exempt $996,773

  • 2e · Program service revenue: OTHER PROGRAM SERVICES

    total $182,900 · related or exempt $182,900

  • 3 · Investment income

    total $2,063,448 · excluded $2,063,448

  • 5 · Royalties

    total $18,086,391 · excluded $18,086,391

  • 7a · Gross sales of assets other than inventory

    securities $6,303,231

  • 7b · Less cost or other basis and sales expenses

    securities $6,145,070

  • 7c · Gain or loss

    securities $158,161

  • 7d · Net gain or loss

    total $158,161 · excluded $158,161

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,496,597

  • 3 · Grants to foreign organizations and individuals

    total $38,305

  • 5 · Compensation of officers, directors and key employees

    total $2,164,769

  • 6 · Compensation of disqualified persons

    total $1,854,643

  • 7 · Other salaries and wages

    total $27,940,485

  • 8 · Pension plan contributions

    total $2,520,345

  • 9 · Other employee benefits

    total $2,752,839

  • 10 · Payroll taxes

    total $1,845,891

  • 11b · Fees: legal

    total $992,992

  • 11c · Fees: accounting

    total $211,414

  • 11d · Fees: lobbying

    total $4,884,289

  • 11f · Fees: investment management

    total $68,738

  • 11g · Fees: other

    total $9,803,397

  • 12 · Advertising and promotion

    total $894,217

  • 13 · Office expenses

    total $814,345

  • 14 · Information technology

    total $2,178,116

  • 16 · Occupancy

    total $4,173,641

  • 17 · Travel

    total $1,528,320

  • 19 · Conferences, conventions and meetings

    total $12,711,346

  • 21 · Payments to affiliates

    total $7,299,919

  • 22 · Depreciation, depletion and amortization

    total $889,454

  • 23 · Insurance

    total $371,457

  • 24a · Other expenses: DUES & MEMBERSHIP

    total $1,438,534

  • 24b · Other expenses: BANK FEES

    total $1,347,308

  • 24c · Other expenses: SUBSCRIPTIONS

    total $816,211

  • 24d · Other expenses: TAXES PAID

    total $375,093

  • 24e · All other expenses

    total $217,499

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $35,460,368 · end of year $32,346,821

  • 2 · Savings and temporary cash investments

    beginning of year $1,220,372

  • 4 · Accounts receivable

    beginning of year $7,153,037 · end of year $5,320,200

  • 7 · Other notes and loans receivable

    end of year $78,566

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,329,669 · end of year $4,097,309

  • 10a · Land, buildings and equipment: cost or other basis

    $15,642,351

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,737,090

  • 10c · Land, buildings and equipment, net

    beginning of year $11,698,887 · end of year $12,905,261

  • 11 · Investments: publicly traded securities

    beginning of year $44,601,716 · end of year $80,707,801

  • 15 · Other assets

    beginning of year $20,948,551 · end of year $21,183,389

  • 17 · Accounts payable and accrued expenses

    beginning of year $17,018,984 · end of year $12,067,134

  • 19 · Deferred revenue

    beginning of year $16,155,091 · end of year $21,531,353

  • 25 · Other liabilities

    beginning of year $40,474,328 · end of year $45,680,833

  • 27 · Net assets without donor restrictions

    beginning of year $50,764,197 · end of year $77,360,027

Mission and programs · 2023

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.

Activities or mission (Part I)

BIO IS THE WORLD'S LARGEST ADVOCACY ASSOCIATION REPRESENTING APPROXIMATELY 1,000 MEMBER COMPANIES, STATE BIOTECHNOLOGY GROUPS, ACADEMIC AND RESEARCH INSTITUTIONS, PATIENT GROUPS, AND RELATED ORGANIZATIONS ACROSS THE UNITED STATES AND IN 30+ COUNTRIES. 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. BIO'S EFFORTS INCLUDE ADVOCACY AND POLICY EFFORTS FOCUSED ON THE INNOVATIVE HEALTH OF THE SECTOR ALONG WITH CONVENING EVENTS AND OFFERING OTHER MEMBER SERVICES.

  • ADVOCACY: BIOTECHNOLOGY INNOVATION ORGANIZATION (BIO)'S ADVOCACY EFFORTS REFLECT THE PRIORITIES IDENTIFIED BY THE BIO BOARD OF DIRECTORS AND THE THREE 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 FOR THE YEAR ARE LISTED BELOW: - SAFEGUARDED AND ADVANCED INTELLECTUAL PROPERTY PROTECTIONS, DOMESTICALLY AND INTERNATIONALLY.- FOSTERED A DIALOGUE ABOUT PROACTIVELY ADVANCING 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 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 PARADIGM.THE EMERGING COMPANIES SECTION 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 AGRICULTURE & ENVIRONMENT SECTION ADVOCACY ACCOMPLISHMENTS:BIO'S AGRICULTURE & ENVIRONMENT (OR AG & ENVIRONMENT) SECTION FOCUSES ON ISSUES RELATED TO THE ORGANIZATION'S PRIOR FOOD & AGRICULTURE AND INDUSTRIAL & ENVIRONMENT SECTIONS. THESE INCLUDE:- ADVOCATING ON INITIATIVES THAT STRENGTHEN THE BIOECONOMY; AND- MEETING SHARED GOALS RELATED TO SOCIETAL CHALLENGES SUCH AS FOOD SECURITY, NATIONAL SECURITY AND CLIMATE CHANGE.THE AG & ENVIRONMENT SECTION ADVOCATES AND COORDINATES DIRECTLY WITH GOVERNMENT AND INDUSTRY STAKEHOLDERS TO INCREASE THE UNDERSTANDING AND ACCEPTANCE OF BIOTECH INNOVATION, WHILE ALSO IMPROVING THE REGULATORY AND APPROVAL PROCESSES. THIS SECTION PROMOTES APPROPRIATE INITIATIVES THAT SUPPORT INNOVATION, MARKET ACCESS, AND MARKET ACCEPTANCE.

  • SERVICES: BIO'S SERVICES INCLUDE CONFERENCES AND ACTIVITIES THAT BRING ADVOCACY ACCOMPLISHMENTS LISTED BELOW:- SAFEGUARDED AND ADVANCED INTELLECTUAL PROPERTY PROTECTIONS, DOMESTICALLY AND INTERNATIONALLY.- FOSTERED A DIALOGUE ABOUT PROACTIVELY ADVANCING THE SOCIALLY RESPONSIBLE USE OF BIOTECHNOLOGY.- PROMOTED INVESTMENT IN GOVERNMENT AND ACADEMIC RESEARCH.- BROUGHT TOGETHER INDUSTRY STAKEHOLDERS AND INVESTORS FOR EVENTS RANGING FROM THE BIO INTERNATIONAL CONVENTION TO CONFERENCES FOR BUSINES DEVELOPMENT EXECUTIVES.THE BIO INTERNATIONAL CONVENTION ATTRACTS THE MOST INFLUENTIAL BIOTECH AND PHARMA ATTENDEES FROM 73 COUNTRIES AND 47 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.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Grace E Colon

    EMERGING COMPANIES SECT. VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • John F Crowley

    HEALTH SECTION VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Paul J Hastings

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Elizabeth Lewis

    ASSOCIATE VICE CHAIR & SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Ted W Love

    CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Anna Rath

    AGRICULTURE & ENVIRONMENT SECT CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Duane J Simpson

    AGRICULTURE & ENVIRONMENT VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Erika Smith

    EMERGING COMPANIES SECTION CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Sylvia Wulf

    AGRICULTURE & ENVIRONMENT SECT CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Bradford A Zakes

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Angela Carisa Ailloni

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Steve Albers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Stuart A Arbuckle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Martin Babler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Sulagna Bhattacharya

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Jean-Jacques Bienaime

    DIRECTOR (UNTIL DECEMBER 2023)

    Total calculated
    $0
    Hours/week
    2
  • Fritz Bittenbender

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Robert Blum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Christopher Boerner

    DIRECTOR (UNTIL JUNE 2023)

    Total calculated
    $0
    Hours/week
    2
  • Carrie L Bourdow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Carine Boustany

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Stephen Brady

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Victor Bulto

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Emmanuel Caeymaex

    DIRECTOR (UNTIL DECEMBER 2023)

    Total calculated
    $0
    Hours/week
    2
  • Pablo J Cagnoni

    DIRECTOR (UNTIL OCTOBER 2023)

    Total calculated
    $0
    Hours/week
    2
  • Kay Chandler

    DIRECTOR (UNTIL DECEMBER 2023)

    Total calculated
    $0
    Hours/week
    2
  • Ivan Cheung

    DIRECTOR (UNTIL SEPTEMBER 2023)

    Total calculated
    $0
    Hours/week
    2
  • Giacomo Chiesi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Jeffrey L Cleland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Ron Cohen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Bruce C Cozadd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Roger Crystal

    DIRECTOR (UNTIL JUNE 2023)

    Total calculated
    $0
    Hours/week
    2
  • Douglas Doerfler

    DIRECTOR (UNTIL DECEMBER 2023)

    Total calculated
    $0
    Hours/week
    2
  • Eric M Dube

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Marc Dunoyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Mark Enyedy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Barry P Flannelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Alexandria Forbes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Kaye Foster

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Cedric Francois

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Deborah Glasser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • John Glasspool

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Jennifer Good

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Kevin C Gorman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Yvonne Greenstreet

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Sebastian Guth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Karis Gutter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Steven Harr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Rachel Haurwitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Jennifer Holmgren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Mike Huckman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Elizabeth Jeffords

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Patrik Jonsson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Alex Karnal

    DIRECTOR (UNTIL OCTOBER 2023)

    Total calculated
    $0
    Hours/week
    2
  • David Kettner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Scott Koenig

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Samarth Kulkarni

    DIRECTOR (UNTIL MAY 2023)

    Total calculated
    $0
    Hours/week
    2
  • Joseph J Larosa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Chris Leibman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Jeremy M Levin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Sandy MacRae

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Gail Maderis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Aamir Malik

    DIRECTOR (UNTIL DECEMBER 2023)

    Total calculated
    $0
    Hours/week
    2
  • Anthony Mancini

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Maya Martinez-Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Sharon Mates

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Thomas P Mathers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Reenie McCarthy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Sheila Ann Mikhail

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Rocco Morelli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Michael M Morrissey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Michael Narachi

    DIRECTOR (UNTIL FEBRUARY 2023)

    Total calculated
    $0
    Hours/week
    2
  • Amir Nashat

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • William J Newell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Andrew Obenshain

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Jannie Oosthuizen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Catherine Owen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Julia Owens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • John V Oyler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Cindy Perettie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Adelene Q Perkins

    DIRECTOR (UNTIL OCTOBER 2023)

    Total calculated
    $0
    Hours/week
    2
  • Richard Pops

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Mark Pruzanski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Sofie Qiao

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Mike G Raab

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Elena Rice

    DIRECTOR (UNTIL DECEMBER 2023)

    Total calculated
    $0
    Hours/week
    2
  • Michael J Ruggiero

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • James Sapirstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Christophe Schilling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Harout Semerjian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Christi Shaw

    DIRECTOR (UNTIL MARCH 2023)

    Total calculated
    $0
    Hours/week
    2
  • Jeffrey Sherman

    DIRECTOR (UNTIL OCTOBER 2023)

    Total calculated
    $0
    Hours/week
    2
  • Bill Sibold

    DIRECTOR (UNTIL SEPTEMBER 2023)

    Total calculated
    $0
    Hours/week
    2
  • Nancy Simonian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Eddie J Sullivan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Ian Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Nolan Townsend

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Linda Trolinder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Neil K Warma

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Sue Washer

    DIRECTOR (UNTIL MARCH 2023)

    Total calculated
    $0
    Hours/week
    2
  • Frank Watanabe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Scott White

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Rick E Winningham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Roger Wyse

    DIRECTOR (UNTIL DECEMBER 2023)

    Total calculated
    $0
    Hours/week
    2
  • Tatsuyuki Yasuno

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Daphne Zohar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Stephen Jasko

    CHIEF FINANCIAL OFFICER, EVP BUSINESS DEVELOPMENT

    Total calculated
    $832,617
    From this org
    $746,044
    From related orgs
    $0
    Other
    $86,573
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $538,992
    Bonus
    $207,052
    Other
    $0
    Deferred
    $42,627
    Nontaxable benefits
    $43,946
    Filer's total
    $832,617
  • Rachel K King

    INTERIM PRESIDENT AND CEO

    Total calculated
    $1,332,152
    From this org
    $1,267,480
    From related orgs
    $0
    Other
    $64,672
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,267,480
    Bonus
    $0
    Other
    $0
    Deferred
    $33,477
    Nontaxable benefits
    $31,195
    Filer's total
    $1,332,152
  • Richard Masters

    CHIEF PUBLIC AFFAIRS & MARKETING OFFICER

    Total calculated
    $846,970
    From this org
    $761,623
    From related orgs
    $0
    Other
    $85,347
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $589,123
    Bonus
    $172,500
    Other
    $0
    Deferred
    $42,627
    Nontaxable benefits
    $42,720
    Filer's total
    $846,970
  • Nicholas Shipley

    CHIEF ADVOCACY OFFICER

    Total calculated
    $839,218
    From this org
    $758,821
    From related orgs
    $0
    Other
    $80,397
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $586,321
    Bonus
    $172,500
    Other
    $0
    Deferred
    $37,898
    Nontaxable benefits
    $42,499
    Filer's total
    $839,218
  • Elizabeth Esham

    CHIEF SCIENCE OFFICER

    Total calculated
    $794,185
    From this org
    $737,273
    From related orgs
    $0
    Other
    $56,912
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $551,720
    Bonus
    $185,553
    Other
    $0
    Deferred
    $41,124
    Nontaxable benefits
    $15,788
    Filer's total
    $794,185
  • Peter McHugh

    CHIEF LEGAL OFFICER

    Total calculated
    $753,778
    From this org
    $665,131
    From related orgs
    $0
    Other
    $88,647
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $499,884
    Bonus
    $165,247
    Other
    $0
    Deferred
    $42,627
    Nontaxable benefits
    $46,020
    Filer's total
    $753,778
  • John Murphy

    CHIEF POLICY OFFICER

    Total calculated
    $638,557
    From this org
    $550,953
    From related orgs
    $0
    Other
    $87,604
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $426,453
    Bonus
    $124,500
    Other
    $0
    Deferred
    $42,627
    Nontaxable benefits
    $44,977
    Filer's total
    $638,557
  • Michelle McMurry-Heath

    FORMER PRESIDENT AND CEO

    Total calculated
    $1,854,643
    From this org
    $1,848,121
    From related orgs
    $0
    Other
    $6,522
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,123
    Bonus
    $0
    Other
    $1,642,998
    Deferred
    $1,049
    Nontaxable benefits
    $5,473
    Filer's total
    $1,854,643

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
THE ORGANIZATION'S CEO WAS PERMITTED TO USE FIRST-CLASS FARES FOR BUSINESS TRAVEL PAID FOR BY THE ORGANIZATION. THE ORGANIZATION DID NOT TREAT FIRST-CLASS TRAVEL AS A TAXABLE FRINGE BENEFIT IN 2023.
PART I, LINES 4A-B
IN 2023, MICHELLE MCMURRY-HEATH RECEIVED $1,002,820 IN SEPARATION PAYMENTS, AND $639,212 FROM HER NONQUALIFIED DEFERRED COMPENSATION PLAN.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
30 October 2024
IRS schema version
2023v5.1
Source object
202403109349301805

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.