2025-11-13T16:06:53-06:00 2024-12-31 953132551 JGD & ASSOCIATES LLP 9191 TOWNE CENTRE DRIVE 340 SAN DIEGO CA 921221274 990 2024-01-01 261852884 BIOCOM INSTITUTE BIOC 8588324162 10996 TORREYANA RD 200 SAN DIEGO CA 92121 FRANCESCO SHEROD CFO 8588324162 2025-11-13 1 0 DANIEL P SCHREIBER P00089202 8585871000 2024 2025-03-06 01:10:19Z FRANCESCO SHEROD 10996 TORREYANA RD 200 SAN DIEGO CA 92121 1409806 0 X WWW.BIOCOMINSTITUTE.ORG X 2008 CA BIOCOM INSTITUTE IS A 501(C)(3) ORGANIZATION ESTABLISHED IN 2008 BY BIOCOM, THE LARGEST AND MOST EXPERIENCED ADVOCATE FOR CALIFORNIA'S LIFE SCIENCE SECTOR. OUR MISSION IS TO DEVELOP AND PROMOTE A SKILLED AND DIVERSE PIPELINE OF TALENT TO ACCELERATE THE GROWTH OF THE CALIFORNIA'S LIFE SCIENCE ECOSYSTEM. WE COLLABORATE WITH THE LIFE SCIENCE INDUSTRY, GOVERNMENT, NON-PROFITS, THE K-12 AND COMMUNITY COLLEGE SYSTEMS, INSTITUTIONS OF HIGHER EDUCATION, AND OTHER STAKEHOLDERS TO MEET AND ANTICIPATE THE WORKFORCE NEEDS OF THE LIFE SCIENCE COMMUNITY, AND TO PROMOTE THE ADVANCEMENT OF LIFE SCIENCE TALENT THROUGHOUT THE WORLD. 9 9 6 7 0 0 840812 1408384 62952 0 4250 1422 -92759 0 815255 1409806 0 0 0 0 706043 801166 0 0 0 385890 443947 1091933 1245113 -276678 164693 284614 403305 149587 103585 135027 299720 X BIOCOM CALIFORNIA INSTITUTE IS A 501(C)(3) ORGANIZATION ESTABLISHED IN 2008 BY BIOCOM CALIFORNIA, THE LARGEST AND MOST EXPERIENCED ADVOCATE FOR CALIFORNIA'S LIFE SCIENCE SECTOR. OUR MISSION IS TO DEVELOP AND PROMOTE A SKILLED AND DIVERSE PIPELINE OF TALENT TO ACCELERATE THE GROWTH OF CALIFORNIA'S LIFE SCIENCE ECOSYSTEM. 0 0 17577 204625 NOVAWORKS: THIS AGREEMENT ESTABLISHES A PARTNERSHIP BETWEEN THE CITY OF SUNNYVALE'S NOVA WORKFORCE BOARDAND BIOCOM CALIFORNIA INSTITUTE TO DELIVER LIFE SCIENCE INDUSTRY WORKFORCE DEVELOPMENT SERVICESUNDER THE WORKFORCE INNOVATION AND OPPORTUNITY ACT. THE PARTNERSHIP FOCUSES ON THREE KEYCOMPONENTS: (1) SUPPORTING LIFE SCIENCE COMPANIES ADJUSTING THEIR WORKFORCE SIZE THROUGH WORKERADJUSTMENT AND RETRAINING NOTIFICATION (WARN) ASSISTANCE, (2) FACILITATING BUSINESS AND JOB SEEKERENGAGEMENT THROUGH INDUSTRY EVENTS AND WEBINARS, AND (3) IMPLEMENTING A CAREER EXPLORATIONFELLOWSHIP PROGRAM CONNECTING JOB SEEKERS WITH MENTORS AND TRAINING OPPORTUNITIES. THE TOTALFUNDING FOR THIS PARTNERSHIP IS $150,000 FOR THE PERIOD FROM JULY 31, 2024, THROUGH JULY 30, 2025. THEAGREEMENT REPRESENTS A CONTINUATION OF WORKFORCE DEVELOPMENT EORTS AIMED AT ENHANCING NOVAWORKFORCE SERVICES' CONNECTIONS TO LIFE SCIENCE INDUSTRY EMPLOYERS AND IMPROVING EMPLOYMENTOUTCOMES FOR JOB SEEKERS. 87664 159152 THIS AGREEMENT ESTABLISHES A PARTNERSHIP BETWEEN THE VERDUGO WORKFORCE DEVELOPMENT BOARD(VWDB) AND BIOCOM CALIFORNIA INSTITUTE TO DELIVER LIFE SCIENCE INDUSTRY WORKFORCE DEVELOPMENTSERVICES. THE PARTNERSHIP FOCUSES ON TWO KEY COMPONENTS: (1) IMPLEMENTING A CAREER EXPLORATIONFELLOWSHIP PROGRAM AND (2) SUPPORTING THE GROWTH AND ENHANCEMENT OF THE BIOCOM INSTITUTETECHNICIAN CERTIFICATION (BIOTC).THE FELLOWSHIP PROGRAM WILL CONNECT JOB SEEKERS WITH MENTORS AND TRAINING OPPORTUNITIES THROUGHACTIVITIES INCLUDING PROGRAM PLANNING, CUSTOMIZED MARKETING MATERIALS DEVELOPMENT, APPLICATIONPROCESSING, MENTOR-FELLOW MATCHING, EVENT COORDINATION (ORIENTATION, CAREER PANELS, MEET AND GREETEVENTS), AND PROGRAM MONITORING WITH SURVEYS AND CHECK-INS.THE BIOTC PROGRAM INVOLVES COLLABORATION WITH THE VWDB, GRIFOLS BIOLOGICALS LLC, AND LOS ANGELESVALLEY COLLEGE TO EXPAND THIS INDUSTRY-RECOGNIZED CREDENTIAL PROGRAM TO SUPPORT WORKFORCEDEVELOPMENT IN THE LIFE SCIENCES SECTOR. THIS INCLUDES TECHNICAL ASSISTANCE TO ENHANCE THECREDENTIAL'S REACH AND IMPLEMENTATION.THE AGREEMENT REPRESENTS A STRATEGIC WORKFORCE DEVELOPMENT INITIATIVE AIMED AT STRENGTHENINGCONNECTIONS BETWEEN JOB SEEKERS AND LIFE SCIENCE INDUSTRY EMPLOYERS WHILE DEVELOPING INDUSTRYRECOGNIZEDCREDENTIALS TO IMPROVE EMPLOYMENT OUTCOMES. 3241 10569 THIS AGREEMENT ESTABLISHES A PARTNERSHIP BETWEEN THE NATIONAL INSTITUTE FOR INNOVATION INMANUFACTURING BIOPHARMACEUTICALS (NIIMBL), SANTA CLARA UNIVERSITY (SCU), BIOCOM CALIFORNIAINSTITUTE, MERCK SHARP & DOHME LLC, AND GENENTECH TO DEVELOP AND IMPLEMENT THE "BIOCAD DATAPROGRAMMING FOR BIOMANUFACTURING SCALE-UP" PROJECT. RUNNING FROM JANUARY 1, 2025 THROUGH JUNE30, 2026, THE PROJECT FOCUSES ON FOUR KEY COMPONENTS:1. BUILDING DISSEMINATION CHANNELS BY IMPLEMENTING BIOCAD WITH COHORTS OF INDUSTRYPARTICIPANTS INCLUDING 100 GENENTECH INTERNS, 10 MERCK EMPLOYEES, 20 BIOCOM STUDENT ANDVETERAN FELLOWS, AND 20+ RETRAINING WORKERS, WHILE LAUNCHING THE BIOCAD INTERMEDIATE DATAPROGRAMMING FOR BIOMANUFACTURING CERTIFICATE NATIONALLY.2. DEVELOPING PRIMERS AND INTERMEDIATE COURSES IN DOWNSTREAM PROCESSES ANALYTICS INCLUDINGSTATISTICAL METHODS AND BIOMANUFACTURING PROCESS DATA PROGRAMMING.3. CREATING AND EVALUATING INTERMEDIATE DATA PROGRAMMING PROBLEMS AND ADVANCED CASES FORCOMPLEX END-TO-END MANUFACTURING SCENARIOS, WITH 6-8 HANDS-ON PROBLEMS AND ADVANCEDCASES FOCUSING ON EMERGING BIOPHARMACEUTICAL MANUFACTURING MODALITIES.4. ADAPTING BIOCAD MATERIALS FOR COMMUNITY COLLEGE INSTRUCTORS AND RETRAINING PROGRAMSTHROUGH NEEDS ANALYSIS, COMMUNITY COLLEGE INSTRUCTOR ADAPTATION, AND PILOTIMPLEMENTATIONS.ADDITIONALLY, BIOCOM CALIFORNIA INSTITUTE HOSTS PARTICIPANTS OF THE NIIMBL EXPERIENCE PROGRAM, ANEXCLUSIVE ALL-EXPENSES-PAID IMMERSION PROGRAM THAT PROVIDES FIRST AND SECOND-YEAR COLLEGESTUDENTS WITH REAL-WORLD INSIGHT INTO BIOPHARMACEUTICAL INDUSTRY CAREERS. THE PROGRAM FEATURES AFULL-DAY IMMERSIVE EXPERIENCE AT BIOCOM'S OICE WITH HANDS-ON ACTIVITIES AND DIRECT INTERACTIONSWITH INDUSTRY PROFESSIONALS. THIS PROGRAM AIMS TO INCREASE ACCESS TO THE BIOPHARMACEUTICALMANUFACTURING INDUSTRY AMONG DOMESTIC STUDENTS, BROADEN TALENT PIPELINES BY CONNECTING INDUSTRYWITH TALENTED STUDENTS, AND OER EXPOSURE TO THE ENTIRE BIOPHARMA MANUFACTURING ECOSYSTEM. 971324 1065038 REMAINING OTHER - AMGEN, CONTRACOSTA, LSXP, AND LSYL 971324 1065038 1079806 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 52 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 8588324162 10996 TORREYANA RD 200 SAN DIEGO CA 92121 JOSEPH D PANETTA PRESIDENT & CEO 1.00 X X 0 1046717 216598 AILEEN GIPSON DIRECTOR 0.50 X 0 0 0 DAVID WEBB PHD DIRECTOR 0.50 X 0 0 0 STACY SOLORIO DIRECTOR 0.50 X 0 0 0 WILLIE ZUNIGA DIRECTOR 0.50 X 0 0 0 DEBORAH WAFER DIRECTOR 0.50 X 0 0 0 KIT POGLIANO DIRECTOR 0.50 X 0 0 0 JAMIE ARTERTON DIRECTOR 0.50 X 0 0 0 VICKI BRANNOCK SENIOR DIRECTOR, WORKFORCE 40.00 X 211422 0 40783 211422 1046717 257381 1 0 1 0 CONNECTIVE CONSULTING GROUP 4405 MANCHESTER AVE SUITE 106 ENCINITAS CA 92024 CAREER HUB CONSULTING 135615 1 425221 983163 1408384 1422 1422 1409806 0 0 1422 211422 181232 30190 355808 305000 50808 16923 14506 2417 170191 145888 24303 46822 40136 6686 29675 29675 2713 2326 387 12247 12247 17258 2441 14817 SUB-CONTRACT SERVICES 288972 288972 STIPENDS 84336 84336 MISCELLANEOUS 6024 6024 VENUE 1886 1886 836 836 1245113 1079806 165307 0 172602 355525 112012 47780 5331 5331 0 0 284614 403305 149587 103585 149587 103585 X 135027 299720 135027 299720 284614 403305 164693 0 X X 0 1 X 1 0 X 1614155 1207438 1580616 840812 1408384 6651405 1614155 1207438 1580616 840812 1408384 6651405 3541760 3109645 1442 1442 6652847 0.46740 0.70450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5331 5331 0 0 X 1440806 31000 31000 1409806 0 1409806 1276113 31000 31000 1245113 0 1245113 PART X, LINE 2: THE INSTITUTE IS A QUALIFIED NONPROFIT INSTITUTE THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. HOWEVER, THE INSTITUTE REMAINS SUBJECT TO TAXES ON ANY NET INCOME WHICH IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON AND UNRELATED TO ITS EXEMPT PURPOSE. THE INSTITUTE FOLLOWS ACCOUNTING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE INSTITUTE RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENT OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE INSTITUTE HAS NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2024 AND 2023, AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: ` X X X 0 0 0 0 0 0 0 0 0 JOSEPH D PANETTA PRESIDENT & CEO 0 695232 0 351485 0 0 0 184542 0 32056 0 1263315 0 0 VICKI BRANNOCK SENIOR DIRECTOR, WORKFORCE 176232 0 35190 0 0 0 0 0 40783 0 252205 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY MANAGEMENT. AFTER THE REVIEW THE 990 IS PROVIDED ELECTRONICALLY TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, AND EMPLOYEE ARE PROVIDED WITH AND ASKED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFICLTS. THIS IS REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 BIOCOM INSTITUTE HAS A BOARD LEVEL COMPENSATION COMMITTEE CHAIRED BY THE CHAIRMAN OF THE BOARD AND HAS A FORMAL COMPENSATION POLICY IN PLACE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC IN WRITTEN FORM UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED BIOCOM CALIFORNIA 10996 TORREYANA RD SUITE 200 SAN DIEGO CA 92121 330496646 ADVOCACY ASSOCIATION FOR LIFE SCIENCE INDUSTRY CA 501(C)(6) N/A 0 GENERATION STEAM 10996 TORREYANA RD SUITE 200 SAN DIEGO CA 92121 852241739 PROMOTING EDUCATION AND EXPOSURE IN STEAM FOR STUDENTS K-12 CA 501(C)(3) LINE 7 N/A 0 BIOCOM PURCHASING GROUP 10996 TORREYANA RD SUITE 200 SAN DIEGO CA 92121 330834829 PURCHASING CONSORTIUM FOR BIOCOM MEMBERS CA N/A C 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 BIOCOM CALIFORNIA C 215000 SPECIFIC COST IDENTIFICATION BIOCOM CALIFORNIA M 10364 SPECIFIC COST IDENTIFICATION BIOCOM CALIFORNIA K 31000 SPECIFIC COST IDENTIFICATION BIOCOM PURCHASING GROUP C 739700 SPECIFIC COST IDENTIFICATION