2025-11-13T16:07:01-06:00 2024-12-31 953132551 JGD & ASSOCIATES LLP 9191 TOWNE CENTRE DRIVE 340 SAN DIEGO CA 921221274 990 2024-01-01 330496646 BIOCOM CALIFORNIA BIOC 8584550300 10996 TORREYANA RD 200 SAN DIEGO CA 92121 FRANCESCO SHEROD CFO 8584550300 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 14665191 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 54 5 0 0 10739532 10229229 3165970 3349547 202296 343683 69680 139949 14177478 14062408 0 0 0 0 8483042 9547703 0 0 0 6195212 5482251 14678254 15029954 -500776 -967546 16237500 14899695 15396569 15020411 840931 -120716 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 51 0 1 54 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 THE ORGANIZATION 8584550300 10996 TORREYANA RD SAN DIEGO CA 92121 AMY BUTLER DIRECTOR/GOVENOR 1.00 X 0 0 0 BERNARD PARKER DIRECTOR/GOVENOR 1.00 X 0 0 0 CARIN CANALE-THEAKSTON DIRECTOR / VICE CHAIR 1.00 X 0 0 0 CHRISTOPHE SCHILLING PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 DANIEL BURGESS DIRECTOR / CHAIR EMERITUS 1.00 X 0 0 0 DANIEL KLEEBURG DIRECTOR / TREASURER 1.00 X 0 0 0 ENOCH KARIUKI DIRECTOR/GOVENOR 1.00 X 0 0 0 JENNIFER CAYER DIRECTOR/GOVENOR 1.00 X 0 0 0 JOSEPH D PANETTA PRESIDENT/CEO & DIRECTOR 50.00 X X 1046717 0 216598 LARRY STAMBAUGH DIRECTOR/GOVENOR 1.00 X 0 0 0 PAUL MOLA DIRECTOR/GOVENOR 1.00 X 0 0 0 RANJEET BANERJEE DIRECTOR/VISE CHAIR 1.00 X 0 0 0 SABRINA MARTUCCI JOHNSON DIRECTOR/CHAIR ELECT 1.00 X 0 0 0 STEPHEN FERRUOLO JD PHD DIRECTOR/SECRETARY 1.00 X 0 0 0 STEVEN PACELLI DIRECTOR/GOVENOR 1.00 X 0 0 0 TIMOTHY SCOTT DIRECTOR/CHAIR 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 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 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 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 CORINNE PEEK-ASA PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 NICK TAIT DIRECTOR/GOVENOR 1.00 X 0 0 0 TINA SELF DIRECTOR/GOVENOR 1.00 X 0 0 0 MICHAEL BOSS DIRECTOR/GOVENOR 1.00 X 0 0 0 STEPHAN HATKE DIRECTOR/GOVENOR 1.00 X 0 0 0 SUSAN KRUMPLITSCH DIRECTOR/GOVENOR 1.00 X 0 0 0 JEFFREY HASSEKIEL DIRECTOR/GOVENOR 1.00 X 0 0 0 KATHRYN LOWELL DIRECTOR/GOVENOR 1.00 X 0 0 0 KEN ROLLINS DIRECTOR/GOVENOR 1.00 X 0 0 0 JOHN DUNN DIRECTOR/GOVENOR 1.00 X 0 0 0 WAIN FISHBURN DIRECTOR/GOVENOR 1.00 X 0 0 0 LISA HAILE PHD 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 PAUL LAIKIND PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 JACK LIEF DIRECTOR/GOVENOR 1.00 X 0 0 0 MAGDA MARQUET PHD DIRECTOR/GOVENOR 1.00 X 0 0 0 TRINDL REEVES DIRECTOR/GOVENOR 1.00 X 0 0 0 JIMMY JACKSON SVP & CHIEF POLICY OFFICER 40.00 X 495587 0 89705 JULIE AMES VP CORPORATE COMMUNICATION 40.00 X 447179 0 54139 MIGUEL MOTTA DIRECTOR 40.00 X 385153 0 36243 AILEEN GIPSON DIRECTOR 40.00 X 320973 0 49264 SHAYE EXNER DIRECTOR 40.00 X 275225 0 53027 MICHELLE NEMITS DIRECTOR 40.00 X 289110 0 53279 3259944 0 552255 7 0 1 0 BEYOND BENEFITS PO 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COMMUNICATIONS 283766 763225 15029954 8895061 7667755 1000050 1211526 233305 615547 1061879 676543 500531 385336 440432 386604 1 1 5168120 4632926 16237500 14899695 2520710 2606349 6944733 7130527 5931126 5283535 15396569 15020411 X 840931 -120716 840931 -120716 16237500 14899695 -967546 5899 0 X X 0 1 X 1 0 0 0 0 9895898 29354 11756 17598 1032525 664787 367738 385336 DEPOSIT 56369 RIGHT OF USE ASSET 4576557 4632926 DEFERRED COMPENSATION 454406 RIGHT OF USE LEASE LIABILITY 4829129 5283535 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, 2024 AND 2023 AND DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS. DURING THE YEAR ENDED DECEMBER 31, 2024, BIOCOM/CALIFORNIA AND THE PURCHASING GROUP DID NOT RECOGNIZE ANY PENALTIES OR INTEREST RELATED TO INCOME TAXES. AS OF DECEMBER 31, 2024, THE FEDERAL INCOME TAX RETURNS OPEN TO EXAMINATION ARE 2020, 2021, 2022 AND 2023. AND THE CALIFORNIA INCOME TAX RETURNS OPEN TO EXAMINATION ARE 2019, 2020, 2021, 2022 AND 2023. 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. 116508 0 0 0 0 0 0 116508 0 116508 0 0 0 0 0 0 X X 0 0 X X X X 0 0 0 JOSEPH D PANETTA PRESIDENT/CEO & DIRECTOR 695232 0 351485 0 0 0 184542 0 32056 0 1263315 0 0 0 JIMMY JACKSON SVP & CHIEF POLICY OFFICER 404440 0 91147 0 0 0 74077 0 15628 0 585292 0 0 0 JULIE AMES VP CORPORATE COMMUNICATION 367815 0 79364 0 0 0 8800 0 45339 0 501318 0 0 0 MIGUEL MOTTA DIRECTOR 294006 0 91147 0 0 0 8800 0 27443 0 421396 0 0 0 AILEEN GIPSON DIRECTOR 259049 0 61924 0 0 0 4763 0 44501 0 370237 0 0 0 MICHELLE NEMITS DIRECTOR 230431 0 58679 0 0 0 8800 0 44479 0 342389 0 0 0 SHAYE EXNER DIRECTOR 218395 0 56830 0 0 0 8656 0 44371 0 328252 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 -268355 7264199 1.00000 0 0 1 0 0 1 0 0 0 0 1 0 1 0 0 0 0 1 0 0 BIOCOM INSTITUTE J 31000 SPECIFIC COST IDENTIFICATION BIOCOM INSTITUTE B 40000 SPECIFIC COST IDENTIFICATION BIOCOM INSTITUTE L 10364 SPECIFIC COST IDENTIFICATION CA BIOTECHNOLOGY FOUNDATION E 95921 SPECIFIC COST IDENTIFICATION CA BIOTECHNOLOGY FOUNDATION B 415000 SPECIFIC COST IDENTIFICATION GENERATION STEAM B 60000 SPECIFIC COST IDENTIFICATION GENERATION STEAM Q 24451 SPECIFIC COST IDENTIFICATION