2024-11-06T18:46:49-06:00 2023-12-31 953132551 JGD & ASSOCIATES LLP 9191 TOWNE CENTRE DRIVE 340 SAN DIEGO CA 921221274 990 2023-01-01 330496646 BIOCOM CALIFORNIA BIOC 8584550300 10996 TORREYANA RD 200 SAN DIEGO CA 92121 JOSEPH D PANETTA PRESIDENT 8584550300 2024-11-06 1 0 DANIEL P SCHREIBER P00089202 8585871000 2023 2024-10-15 13:58:12Z JOSEPH D PANETTA 10996 TORREYANA RD 200 SAN DIEGO CA 92121 14177478 0 X WWW.BIOCOM.ORG X 1998 CA TO ACHIEVE INDIVIDUAL AND COLLECTIVE SUCCESS ON THE WORLD STAGE OF SCIENTIFIC AND TECHNOLOGICAL INNOVATION. 23 22 58 5 0 0 9790780 10739532 2647934 3165970 56798 202296 754886 69680 13250398 14177478 0 0 0 0 7424634 8483042 0 0 0 5232444 6195212 12657078 14678254 593320 -500776 17902508 16237500 16603519 15396569 1298989 840931 X ACCELERATING LIFE SCIENCE SUCCESS. 0 0 BIOCOM, REPRESENTING ALL OF SOUTHERN CALIFORNIA, IS THE LARGEST, MOST SUCCESSFUL REGIONAL LIFE SCIENCE ASSOCIATION IN THE WORLD. THROUGH OUR MANY INITIATIVES, OUR MEMBER COMPANIES HAVE A STRONGER, UNIFIED VOICE IN MATTERS OF PUBLIC POLICY, WORKFORCE DEVELOPMENT, CAPITAL DEVELOPMENT AND GROUP BUYING POWER. OUR MEMBERS ARE CONNECTED AND THROUGH OUR COMMUNICATION CHANNELS, VISIBLE ON A NATIONAL AND GLOBAL LEVEL. IN THE LAST YEAR, WE HAVE WORKED TO STRENGTHEN RELATIONSHIPS AND OPEN LINES OF COMMUNICATION WITH THE FDA. THIS DIALOGUE IS HELPING.CAPITAL DEVELOPMENT:- CONTINUED TO IDENTIFY WAYS TO RAISE CALIFORNIA'S VISIBILITY ON A NATIONAL AND INTERNATIONAL LEVEL.- GREW BUSINESS DEVELOPMENT FOCUSED NETWORKING EVENTS TO FURTHER CONNECT TO THE COMMUNITY IN CALIFORNIA. - GREW THE GLOBAL PARTNERING CONFERENCE COMMITTEE.PUBLIC POLICY:- HOSTED CONGRESSIONAL BRIEFINGS ON LIFE SCIENCE TOPICS.- SIGNIFICANT WORK IN THE LEGISLATIVE AREAS OF PATENT REFORM, DEVICE TAX REPEAL AND NIH FUNDING.- HOSTED HIGH LEVEL POLICY MAKERS AND REGULATORS.- ENGAGED STRONGLY ON LEGISLATION AT THE STATE LEVEL, PARTICULARLY ON LEGISLATION AFFECTING PUBLIC DISCLOSURE OF PROPRIETARY PRICING INFORMATION.- KEY STAKEHOLDER IN DEVELOPMENT OF REGIONAL WATER POLICY.COMMUNICATIONS:- BIOCOM IS DEDICATED TO PROMOTING OUR MEMBER COMPANIES AND THEIR SUCCESSES, WHILE KEEPING MEMBERSHIP APPRISED OF THE LATEST INDUSTRY NEWS.EVENTS & INITIATIVES:- ORGANIZED MULTIPLE TRIPS TO JAPAN AND HAD A BIOCOM/CALIFORNIA PRESENCE AT THE BIO JAPAN CONVENTION IN TOKYO.- HELD A SUCCESSFUL PARTNERING CONFERENCE AND CELEBRATION OF LIFE ANNUAL DINNER. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 60 0 1 58 1 1 1 0 0 0 0 0 0 0 X 23 22 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 CA X PETE WYNDHAM CFO 8584550300 10996 TORREYANA RD SAN DIEGO CA 92121 AMY BUTLER DIRECTOR 1.00 X 0 0 0 BERNARD PARKER DIRECTOR 1.00 X 0 0 0 CARIN CANALE-THEAKSTON DIRECTOR / VICE CHAIR 1.00 X 0 0 0 CHRISTOPHE SCHILLING PHD DIRECTOR / CHAIR 1.00 X 0 0 0 DANIEL BURGESS DIRECTOR / CHAIR EMERITUS 1.00 X 0 0 0 DANIEL KLEEBURG DIRECTOR / VP FINANCE 1.00 X 0 0 0 ENOCH KARIUKI DIRECTOR 1.00 X 0 0 0 JENNIFER CAYER DIRECTOR 1.00 X 0 0 0 JOSEPH D PANETTA PRESIDENT/CEO & DIRECTOR 50.00 X X 1091097 0 177424 LARRY STAMBAUGH DIRECTOR 1.00 X 0 0 0 MAGDA MARQUET PHD LIFE DIRECTOR 1.00 X 0 0 0 PAUL MOLA DIRECTOR 1.00 X 0 0 0 RANJEET BANERJEE DIRECTOR 1.00 X 0 0 0 SABRINA JOHNSON DIRECTOR 1.00 X 0 0 0 STEPHEN FERRUOLO JD PHD DIRECTOR / SECRETARY 1.00 X 0 0 0 STEVEN PACELLI DIRECTOR 1.00 X 0 0 0 TIMOTHY SCOTT DIRECTOR 1.00 X 0 0 0 MATTHEW C ABERNETHY DIRECTOR/GOVENOR 1.00 X 0 0 0 RICHARD BREGMAN DIRECTOR/GOVENOR 1.00 X 0 0 0 MATTHEW BRESNAHA DIRECTOR/GOVENOR 1.00 X 0 0 0 MARK CAFFERTY DIRECTOR/GOVENOR 1.00 X 0 0 0 DEANNE CALVERT DIRECTOR/GOVENOR 1.00 X 0 0 0 SUNITA COOKE PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 DAVID CREAN PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 CHUCK DADSWELL JD DIRECTOR/GOVENOR 1.00 X 0 0 0 BASSIL DAHIYAT PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 DENISE DEMAN DIRECTOR/GOVENOR 1.00 X 0 0 0 THIERRY DIAGANA PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 EMAD FAREED DIRECTOR/GOVENOR 1.00 X 0 0 0 MICHAEL FARRINGTON DIRECTOR/GOVENOR 1.00 X 0 0 0 OLIVER FETZER PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 GREGORY FROST PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 JULIE GILMORE PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 JEFFREY GUISE JD PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 RONNIE HANECAK PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 RACHEL HAURWITZ PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 RICHARD HEYMAN PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 TED JACOBS DIRECTOR/GOVENOR 1.00 X 0 0 0 CHESTON LARSON JD DIRECTOR/GOVENOR 1.00 X 0 0 0 JAMES MACKAY PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 DAMIEN MCDEVITT PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 JULI MORAN DIRECTOR/GOVENOR 1.00 X 0 0 0 MARC MORLEY JD DIRECTOR/GOVENOR 1.00 X 0 0 0 BOB RAMOS JD DIRECTOR/GOVENOR 1.00 X 0 0 0 DAN RYAN DIRECTOR/GOVENOR 1.00 X 0 0 0 TSUNEO TAKAHASHI DIRECTOR/GOVENOR 1.00 X 0 0 0 OLIVIER TOURY DIRECTOR/GOVENOR 1.00 X 0 0 0 KEVIN TREMBLAY DIRECTOR/GOVENOR 1.00 X 0 0 0 JENS VOGEL PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 DAVID WEBB PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 KENNON BALDWIN DIRECTOR/GOVENOR 1.00 X 0 0 0 JOHN DUNN DIRECTOR/GOVENOR 1.00 X 0 0 0 DAVID HALE DIRECTOR/GOVENOR 1.00 X 0 0 0 GUY IANNUZZI DIRECTOR/GOVENOR 1.00 X 0 0 0 BRENT JACOBS DIRECTOR/GOVENOR 1.00 X 0 0 0 PAUL LAIKIND PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 JACK LIEF DIRECTOR/GOVENOR 1.00 X 0 0 0 STEVEN MENTO PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 TINA NOVA PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 CONNER BATES DIRECTOR/GOVENOR 1.00 X 0 0 0 NEIL BENCE PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 THOMAS BRIGGS JD DIRECTOR/GOVENOR 1.00 X 0 0 0 JOYDEEP GANGULY DIRECTOR/GOVENOR 1.00 X 0 0 0 HALA MADANAT PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 TREVOR MARTIN PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 DEBORAH NGUYEN PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 CORINNE PEEK-ASA PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 JIMMY JACKSON SVP & CHIEF POLICY OFFICER 40.00 X 512040 0 0 JULIE AMES VP CORPORATE COMMUNICATION 40.00 X 340462 0 0 MIGUEL MOTTA DIRECTOR 40.00 X 342645 0 0 AILEEN GIPSON DIRECTOR 40.00 X 312571 0 0 2598815 0 177424 5 0 1 0 JA FUJITA CONSULTING 2800 PLAZA DEL AMO STE 337 TORRANCE CA 90503 CONSULTING 127888 1 10739532 10739532 ANNUAL CONFERENCES 900099 1404015 1404015 OTHER EVENTS 900099 980389 980389 PUBLIC POLICY REVENUE 900099 781566 781566 3165970 202296 202296 OTHER INCOME 900099 69680 69680 69680 14177478 3235650 0 202296 2598815 3944352 218265 1187269 534341 1046 24625 363041 471042 27888 74858 781799 347366 29886 733 38000 130897 36958 PUBLIC POLICY 1074376 ANNUAL CONFERENCE 923609 EVENTS 679001 COMMUNICATIONS 358264 831823 14678254 10371189 8895061 621293 1000050 276783 233305 1021806 521275 220049 500531 374902 440432 1 1 6038291 5168120 17902508 16237500 2341977 2520710 7567811 6944733 6693731 5931126 16603519 15396569 X 1298989 840931 1298989 840931 17902508 16237500 -500776 42718 0 X X 0 1 X 1 0 0 0 0 10406199 29354 9976 19378 992452 511299 481153 500531 DEPOSIT 53368 RIGHT OF USE ASSET 5114752 5168120 DEFERRED COMPENSATION 623285 RIGHT OF USE LEASE LIABILITY 5307841 5931126 X PART X, LINE 2: THE PURCHASING GROUP ADOPTED FASB ASC 740-10-65 TRANSITION RELATED TO FASB STAFF POSITION FIN 48-3, EFFECTIVE DATE OF FASB INTERPRETATION NO. 48 FOR CERTAIN NONPUBLIC ENTERPRISES EFFECTIVE JANUARY 1, 2009. AS A RESULT OF THE ADOPTION, THE PURCHASING GROUP DID NOT RECOGNIZE ANY LIABILITY FOR UNCERTAIN TAX POSITIONS, PENALTIES OR INTEREST. ADDITIONALLY, THE PURCHASING GROUP HAS NOT RECORDED ANY LIABILITY FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022 AND DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS. DURING THE YEAR ENDED DECEMBER 31, 2023, BIOCOM/CALIFORNIA AND THE PURCHASING GROUP DID NOT RECOGNIZE ANY PENALTIES OR INTEREST RELATED TO INCOME TAXES. AS OF DECEMBER 31, 2023, THE FEDERAL INCOME TAX RETURNS OPEN TO EXAMINATION ARE 2019, 2020, 2021 AND 2022 AND THE CALIFORNIA INCOME TAX RETURNS OPEN TO EXAMINATION ARE 2018, 2019, 2020, 2021 AND 2022. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROVIDE STRATEGIC ADVISORY SERVICES & FACILITATE PARTNERSHIP DISCUSSIONS TO COMPANIES & GOVERNMENTS BIOCOM LAUNCHED ITS JAPAN INITIATIVE WITH THE GOAL OF BUILDING A BRIDGE BETWEEN LIFE SCIENCE COMPANIES IN JAPAN AND CALIFORNIA, AS WELL AS CREATING GREATER AWARENESS OF OPPORTUNITIES IN JAPAN FOR OUR MEMBERS. BIOCOM'S JAPAN INITIATIVE HAS RESULTED IN THE DEVELOPMENT OF SEVERAL KEY RELATIONSHIPS BETWEEN BIOCOM AND MAJOR LIFE SCIENCE ENTITIES IN JAPAN DUE IN PART TO OUR CONSULTANT'S STRONG TIES TO INDUSTRY AND GOVERNMENT LEADERS IN JAPAN. TODAY, BIOCOM IS A LEADING PORTAL TO JAPAN FOR CALIFORNIA LIFE SCIENCE COMPANIES, AND A CONDUIT TO THE UNITED STATES FOR JAPANESE COMPANIES, INVESTORS, AND GOVERNMENT ENTITIES. 122750 0 0 0 0 0 0 122750 0 122750 0 0 0 0 0 0 X X 0 0 X X X X 0 0 0 JOSEPH D PANETTA PRESIDENT/CEO & DIRECTOR 690627 0 400470 0 0 0 177424 0 0 0 1268521 0 0 0 JIMMY JACKSON SVP & CHIEF POLICY OFFICER 363290 0 148750 0 0 0 0 0 0 0 512040 0 0 0 MIGUEL MOTTA DIRECTOR 295620 0 47025 0 0 0 0 0 0 0 342645 0 0 0 JULIE AMES VP CORPORATE COMMUNICATION 261262 0 79200 0 0 0 0 0 0 0 340462 0 0 0 AILEEN GIPSON DIRECTOR 254271 0 58300 0 0 0 0 0 0 0 312571 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE CEO OF THIS REPORTING NOT-FOR-PROFIT CORPORATION IS ALSO A DIRECTOR AND OFFICER OF A RELATED CLOSELY HELD FOR-PROFIT CORPORATION AND ANOTHER NOT-FOR-PROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A BOARD OF DIRECTORS HAVE A BOARD LEVEL NOMINATION COMMITTEE AND THE BOARD OR EXECUTIVE COMMITTEE VOTES ON THE NOMINEES. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE CONTROLLER, CEO, CHAIRMAN OF THE FINANCE COMMITTEE AND COO FOR COMPLETENESS. AFTER WHICH THE RETURN IS COMPARED WITH INTERNAL AND AUDITED FINANCIAL STATEMENTS FOR ACCURACY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR EXECUTIVES IS DETERMINED BY A BOARD LEVEL COMPENSATION COMMITTEE CHAIRED BY THE CHAIRMAN OF THE BOARD. COMPENSATION BENCHMARKS ARE COORDINATED WITH BUDGET CONSTRAINTS IN THIS DETERMINATION. COMPENSATION OF ALL OTHER EMPLOYEES IS AS FOLLOWS: DEPARTMENT HEADS SUBMIT REQUESTS FOR CHANGES IN COMPENSATION, THOSE REQUESTS ARE REVIEWED BY THE COO, CONTROLLER AND HUMAN RESOURCES WITH RESPECT TO PERFORMANCE AND BUDGET CONSTRAINTS FOR APPROVAL. THERE MAY ALSO BE AN ACROSS THE BOARD COST OF LIVING INCREASE SET BY THE CEO & COO. COST OF LIVING INCREASES ARE DISCLOSED TO THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE AS A PART OF THE BUDGET APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND POLICIES AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII LINE 2C THE PROCESS HAS NOT CHANGED BIOCOM INSTITUTE 10996 TORREYANNA ROAD SUITE 200 SAN DIEGO CA 92121 261852884 BIOTECH EDUCATIONAL SERVICES CA 501(C)(3) 7 N/A 0 CALIFORNIA BIOTECHNOLOGY FOUNDATION 1215 K STREET SUITE 970 SACRAMENTO CA 95814 770720482 BIOTECH EDUCATIONAL SERVICES CA 501(C)(3) 9 N/A 0 GENERATION STEAM 10996 TORREYANNA ROAD SUITE 200 SAN DIEGO CA 92121 852241739 STEAM EDUCATION SERVICES CA 501(C)(3) 7 N/A 0 BIOCOM PURCHASING GROUP 10996 TORREYANNA ROAD SUITE 200 SAN DIEGO CA 92121 330834829 PROVIDE SAVINGS ON GOODS AND SERVICES TO MEMBERS OF BIOCOM CALIFORNIA CA BIOCOM CALIFORNIA C 80768 7494886 1.00000 0 0 1 0 0 1 0 0 0 0 1 0 1 0 0 0 0 1 0 0 BIOCOM INSTITUTE L 6791 SPECIFIC COST IDENTIFICATION BIOCOM INSTITUTE J 38000 SPECIFIC COST IDENTIFICATION BIOCOM INSTITUTE B 119997 SPECIFIC COST IDENTIFICATION CA BIOTECHNOLOGY FOUNDATION E 110702 SPECIFIC COST IDENTIFICATION CA BIOTECHNOLOGY FOUNDATION B 415000 SPECIFIC COST IDENTIFICATION CA BIOTECHNOLOGY FOUNDATION Q 228552 SPECIFIC COST IDENTIFICATION GENERATION STEAM Q 1979 SPECIFIC COST IDENTIFICATION