2026-09-24T15:36:01-05:00 2025-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2025-01-01 270486705 ALLIANCE FOR REGENERATIVE MEDICINE ALLI 8444712200 20 F STREET NW SUITE 600 WASHINGTON DC 20001 TIMOTHY HUNT CEO 8444712200 2026-09-24 1 AARON FOX P01365820 2022274000 2026-09-24 2025 X TIMOTHY HUNT 20 F STREET NW SUITE 600 WASHINGTON DC 20001 18367730 0 X WWW.ALLIANCERM.ORG X 2009 DC ADVANCES REGENERATIVE AND ADVANCED THERAPIES THROUGH ADVOCACY AND COLLABORATION. 33 32 32 32 51000 34758 421080 325000 17548955 16315271 472512 510745 0 0 18442547 17151016 25000 25000 0 0 6492854 6985354 0 0 0 10544657 10235587 17062511 17245941 1380036 -94925 12956950 12490603 5875173 5281990 7081777 7208613 X THE ALLIANCE FOR REGENERATIVE MEDICINE (ARM) IS THE PREEMINENT GLOBAL ADVOCATE FOR REGENERATIVE AND ADVANCED THERAPIES. ARM FOSTERS RESEARCH, DEVELOPMENT, INVESTMENT AND COMMERCIALIZATION OF TRANSFORMATIONAL TREATMENTS AND CURES FOR PATIENTS WORLDWIDE. BY LEVERAGING THE EXPERTISE OF ITS MEMBERSHIP, ARM EMPOWERS MULTIPLE STAKEHOLDERS TO PROMOTE LEGISLATIVE, REGULATORY, AND PUBLIC UNDERSTANDING OF, AND SUPPORT OF, THIS EXPANDING FIELD. 0 0 6014728 29000 PUBLIC AFFAIRS, ADVOCACY, AND COMMUNICATIONS: GLOBAL PUBLIC AFFAIRS ADVANCES MARKET READINESS FOR REGENERATIVE AND ADVANCED THERAPIES IN THE UNITED STATES AND EUROPE BY SUPPORTING POLICY, REIMBURSEMENT, AND REGULATORY INITIATIVES THAT IMPROVE PATIENT ACCESS. THE PROGRAM ALSO STEWARDS ARM'S BRAND AND REPUTATION THROUGH STRATEGIC COMMUNICATIONS, STAKEHOLDER ENGAGEMENT, AND ADVOCACY TO PROMOTE A FAVORABLE LEGISLATIVE AND REGULATORY ENVIRONMENT. 4705179 8063649 EVENTS: CONVENES MEMBERS, INDUSTRY LEADERS, ACADEMIC INSTITUTIONS, GOVERNMENT OFFICIALS, INVESTORS, AND OTHER STAKEHOLDERS TO PROMOTE THE EXCHANGE OF SCIENTIFIC, COMMERCIAL, REGULATORY, ETHICAL, AND PUBLIC POLICY INFORMATION RELATED TO THE REGENERATIVE AND ADVANCED THERAPY SECTOR. 2530446 25000 98218 SCIENCE AND TECHNOLOGY: ADVANCES THE DEVELOPMENT OF CONSENSUS-BASED PRODUCT DEVELOPMENT APPROACHES, REGULATORY STANDARDS, AND INDUSTRY BEST PRACTICES TO SUPPORT THE DEVELOPMENT, MANUFACTURING, SCALE-UP, AND COMMERCIALIZATION OF REGENERATIVE AND ADVANCED THERAPIES. 414193 62500 OTHER PROGRAMS INCLUDE INTERNSHIPS AND ETHICS. INTERNSHIPS: THE INTERNSHIP PROGRAM CONNECTS STUDENTS WITH MEMBER ORGANIZATIONS AND PROVIDES EDUCATIONAL PROGRAMMING TO DEVELOP THE FUTURE WORKFORCE. THE ETHICS PROGRAM CONVENES STAKEHOLDERS TO EXAMINE ETHICAL AND SOCIETAL ISSUES RELATED TO CELL AND GENE THERAPIES THROUGH RESEARCH, DISCUSSION, AND EDUCATION. MEMBERSHIP RELATIONS SUPPORTS THE RECRUITMENT, RETENTION, AND ENGAGEMENT OF ARM'S MEMBER ORGANIZATIONS. 711327 8010904 MEMBERSHIP RELATIONS: MANAGES NEW AND EXISTING MEMBERSHIPS. 1125520 8073404 14375873 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 1 16 0 1 32 1 1 1 0 0 0 1 1 0 0 0 0 0 X 33 32 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 1 1 1 0 X CAROLYN CHOU 8002600741 20 F STREET NW SUITE 600 WASHINGTON DC 20001 BOB SMITH CHAIR EFFECTIVE 01/25 0.31 X X 50000 0 0 KRISTIN YAREMA SECRETARY UNTIL 12/25 0.31 X X 0 0 0 ROBERT ANG VICE CHAIR EFFECTIVE 01/25 0.31 X X 0 0 0 MIGUEL FORTE EC MEMBER EFFECTIVE 01/25 0.31 X X 0 0 0 ADORA NDU G&O CHAIR EFFECTIVE 01/25 0.31 X X 0 0 0 LAURA SEPP-LORENZINO NAC CHAIR UNTIL 12/25 0.31 X X 0 0 0 MATT KAPUSTA TREASURER 0.31 X X 0 0 0 KINNARI PATEL DIRECTOR 0.31 X 0 0 0 FARAZ ALI DIRECTOR 0.31 X 0 0 0 CATHERINE BOLLARD DIRECTOR 0.31 X 0 0 0 MOYA DANIELS DIRECTOR 0.31 X 0 0 0 LISA DESCHAMPS DIRECTOR 0.31 X 0 0 0 DEBBIE DRANE DIRECTOR UNTIL 12/25 0.31 X 0 0 0 MATTHEW DURDY DIRECTOR 0.31 X 0 0 0 GEORGE EASTWOOD DIRECTOR 0.31 X 0 0 0 ANNE-VIRGINIE AV EGGIMANN DIRECTOR 0.31 X 0 0 0 AUDREY GREENBERG DIRECTOR 0.31 X 0 0 0 SADIK KASSIM DIRECTOR 0.31 X 0 0 0 BRETT KOPELAN DIRECTOR UNTIL 12/25 0.31 X 0 0 0 ANN LEE DIRECTOR 0.31 X 0 0 0 ANSHUL MANGAL DIRECTOR 0.31 X 0 0 0 SUSAN NICHOLS DIRECTOR UNTIL 12/25 0.31 X 0 0 0 KARAH PARSCHAUER DIRECTOR UNTIL 12/25 0.31 X 0 0 0 JACOB PETERSEN DIRECTOR UNTIL 12/25 0.31 X 0 0 0 LOUISE RODINO-KLAPAC DIRECTOR UNTIL 12/25 0.31 X 0 0 0 ALBERTO SANTAGOSTINO DIRECTOR 0.31 X 0 0 0 CHRISTY SIEGEL DIRECTOR 0.31 X 0 0 0 MANNY SIMONS DIRECTOR 0.31 X 0 0 0 DEVYN SMITH DIRECTOR EFFECTIVE 01/25 0.31 X 0 0 0 FYODOR URNOV DIRECTOR 0.31 X 0 0 0 CHRISTOPHER VANN DIRECTOR EFFECTIVE 01/25 0.31 X 0 0 0 RICHARD WILSON DIRECTOR 0.31 X 0 0 0 RAN ZHENG DIRECTOR 0.31 X 0 0 0 TIMOTHY HUNT CHIEF EXECUTIVE OFFICER 40.00 X 715666 0 55456 MARK BATTAGLINI CHIEF STRATEGY OFFICER 40.00 X 549664 0 44056 TREERITA JOHNSON-GREENE CHIEF OPERATING OFFICER 40.00 X 509071 0 15000 MICHAEL LEHMICKE SVP, SCIENCE AND INDUSTRY 40.00 X 354577 0 37914 ERICA CISCHKE VP, GOVT AFFAIRS 40.00 X 322643 0 13301 STEPHEN MAJORS SR DIRECTOR GLOBAL COMMS 40.00 X 259792 0 22288 LAURA C STRINGHAM VP, MEMBERSHIP AND EVENTS 40.00 X 221790 0 31686 MONICA VELDMAN DIRECTOR, GLOBAL REGULATORY POLICY 40.00 X 237117 0 18954 JOHN AGUILAR DIRECTOR OF ALLIANCE DEVELOPMENT 40.00 X 213770 0 18234 3434090 0 256889 24 0 1 0 HP AZB INVESTMENT LP 2400 EAST MISSOURI PHOENIX AZ 85016 CONFERENCE EXPENSE 1781982 ATLANTICA GROUP LLC 49 SUMMIT AVE BROOKLINE MA 02446 HEALTH POLICY 885249 HILTON ITALIANA SRL VIA ALBERTO CADLOLO 101 ROME RM IT 00136 CONFERENCE EXPENSE 589437 MANATT PHELPS & PHILLIPS LLP 2049 CENTURY PARK EAST SUITE 1700 LOS ANGELES CA 90067 HEALTH POLICY 357452 AVENUE SOLUTIONS 401 9TH STREET NW SUITE 720 WASHINGTON DC 20004 HEALTH POLICY 180000 21 325000 325000 MEMBERSHIP MEETINGS 900099 8063649 8063649 MEMBERSHIP DUES 900099 8010904 8010904 SCIENCE & INDUSTRY AFFAIRS 900099 98218 98218 GROW INTERNSHIP PROGRAM 900099 62500 62500 ADVERTISING REVENUE 900099 51000 51000 29000 29000 16315271 599177 599177 1128282 1216714 -88432 -88432 -88432 17151016 16264271 51000 510745 X 25000 25000 2331406 1294660 1036746 3901665 3585532 316133 93900 87877 6023 313665 247816 65849 344718 270759 73959 82119 64500 17619 51220 40231 10989 420103 420103 37708 37708 3875310 3164737 710573 504930 366366 138564 476177 377892 98285 247138 194114 53024 348126 217929 130197 3714163 3714163 11270 8852 2418 21470 16864 4606 IMPAIRMENT LOSS ON RIGH 245342 192692 52650 EMPLOYEE SEARCH FEES 200511 85786 114725 17245941 14375873 2870068 0 596317 677064 3829678 2763917 318801 149542 404785 552001 442748 21424 23694 421324 7349242 7926755 434433 0 12956950 12490603 1272291 1464952 4039581 3529944 563301 287094 5875173 5281990 X 6721777 7208613 360000 0 7081777 7208613 12956950 12490603 -94925 221761 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 8010904 420103 -3265641 -2845538 961308 -3806846 78857 78857 363891 21424 342467 421324 OPERATING LEASE LIABILITY 287094 287094 X 17335069 221761 221761 17113308 37708 37708 17151016 17208233 0 17208233 37708 37708 17245941 PART X, LINE 2: THE ALLIANCE HAS ADOPTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF DECEMBER 31, 2025, THE ALLIANCE HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 1 2 PROGRAM SERVICES ADVOCACY CHAMPIONING THE BENEFITS OF ENGINEERED CELL THERAPIES AND GENETIC MEDICINES FOR PATIENTS, HEALTHCARE SYSTEMS, AND SOCIETY. THIS INCLUDES CONVENING THE SECTOR, FACILITATING INFLUENTIAL EXCHANGES ON POLICIES AND PRACTICES, AND ADVANCING THE NARRATIVE WITH DATA AND ANALYSIS. 909904 1 2 0 0 1 2 909904 0 909904 0 0 0 0 0 0 1 FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH 11400 ROCKVILLE PIKE SUITE 600 NORTH BETHESDA MD 20852 521986675 501(C)(3) 25000 0 AMP BESPOKE GENE THERAPY CONSORTIUM (BGTC) 1 0 PART I, LINE 2: AS PART OF THE BGT CONSORTIUM, ARM ATTENDS UPDATE MEETINGS. X X X X 0 0 0 0 0 0 0 0 0 TIMOTHY HUNT CHIEF EXECUTIVE OFFICER 511424 0 201540 0 2702 0 20313 0 35143 0 771122 0 0 0 MARK BATTAGLINI CHIEF STRATEGY OFFICER 430447 0 116000 0 3217 0 11822 0 32234 0 593720 0 0 0 TREERITA JOHNSON-GREENE CHIEF OPERATING OFFICER 395101 0 112025 0 1945 0 15000 0 0 0 524071 0 0 0 MICHAEL LEHMICKE SVP, SCIENCE AND INDUSTRY 270375 0 81500 0 2702 0 13759 0 24155 0 392491 0 0 0 ERICA CISCHKE VP, GOVT AFFAIRS 295333 0 25000 0 2310 0 11840 0 1461 0 335944 0 0 0 STEPHEN MAJORS SR DIRECTOR GLOBAL COMMS 233041 0 25000 0 1751 0 10052 0 12236 0 282080 0 0 0 MONICA VELDMAN DIRECTOR, GLOBAL REGULATORY POLICY 221229 0 13750 0 2138 0 9238 0 9716 0 256071 0 0 0 LAURA C STRINGHAM VP, MEMBERSHIP AND EVENTS 194480 0 25000 0 2310 0 9253 0 22433 0 253476 0 0 0 JOHN AGUILAR DIRECTOR OF ALLIANCE DEVELOPMENT 205460 0 6000 0 2310 0 8521 0 9713 0 232004 0 0 0 BOB SMITH CHAIRMAN OF THE BOARD 50000 CONSULTING SERVICES PAYMENT PROVIDED TO ARM CEO 0 FORM 990, PART VI, SECTION A, LINE 6 ARM HAS THREE CATEGORIES OF MEMBERSHIP: VOTING MEMBERS VOTING MEMBERS CONSIST OF CORPORATIONS, ACADEMIC INSTITUTIONS, AND NONPROFIT ORGANIZATIONS. CORPORATE MEMBERS INCLUDE COMPANIES ENGAGED IN THERAPEUTICS, TOOLS, PLATFORMS, MANUFACTURING, MEDICAL DEVICES, OR ENGINEERING. VOTING MEMBERS HAVE FULL MEMBERSHIP RIGHTS, INCLUDING THE ABILITY TO VOTE IN THE ELECTION OF THE BOARD OF DIRECTORS, SERVE ON THE BOARD OF DIRECTORS, AND APPLY FOR AND SERVE ON ARM ADVISORY GROUPS. NON-VOTING MEMBERS NON-VOTING MEMBERS CONSIST OF ACADEMIC INSTITUTIONS AND NONPROFIT ORGANIZATIONS THAT DO NOT HAVE VOTING RIGHTS. THEY MAY NOT VOTE IN BOARD ELECTIONS, SERVE ON THE BOARD OF DIRECTORS, OR PARTICIPATE ON ARM ADVISORY GROUPS. THEY OTHERWISE RECEIVE THE SAME MEMBERSHIP BENEFITS AS VOTING MEMBERS. AFFILIATE MEMBERS AFFILIATE MEMBERS CONSIST OF CORPORATIONS THAT ARE NOT ENGAGED IN THERAPEUTICS, TOOLS, PLATFORMS, MANUFACTURING, MEDICAL DEVICES, OR ENGINEERING. AFFILIATE MEMBERS MAY NOT VOTE IN BOARD ELECTIONS, SERVE ON THE BOARD OF DIRECTORS, OR PARTICIPATE ON ARM ADVISORY GROUPS. THEY OTHERWISE RECEIVE THE SAME MEMBERSHIP BENEFITS AS VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEMBERSHIP MEETING, WHICH IS HELD EACH FALL. EACH VOTING MEMBER IS ENTITLED TO VOTE IN THE ELECTION OF DIRECTORS IN ACCORDANCE WITH ARM'S BYLAWS. NON-VOTING MEMBERS AND AFFILIATE MEMBERS DO NOT HAVE THE RIGHT TO VOTE IN THE ELECTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE TREASURER AND THE FINANCE COMMITTEE PRIOR TO FILING WITH THE IRS. THE REVIEW INCLUDES THE ORGANIZATION'S FINANCIAL INFORMATION, REQUIRED DISCLOSURES, GOVERNANCE RESPONSES, AND OTHER SIGNIFICANT ITEMS INCLUDED IN THE RETURN. ANY QUESTIONS OR COMMENTS ARE ADDRESSED WITH MANAGEMENT AND THE TAX PREPARER BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES DIRECTORS, OFFICERS, AND OTHER INDIVIDUALS WITH REQUISITE CONTROL OVER ARM TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, INCLUDING ANY DIRECT OR INDIRECT FINANCIAL INTEREST. DISCLOSURES ARE MADE ANNUALLY THROUGH CONFLICT OF INTEREST CERTIFICATIONS AND PROMPTLY WHENEVER AN ACTUAL OR POTENTIAL CONFLICT ARISES. UPON DISCLOSURE, THE BOARD OF DIRECTORS OR THE APPROPRIATE COMMITTEE REVIEWS THE MATTER AND DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS. INDIVIDUALS WITH A CONFLICT OF INTEREST ARE PROHIBITED FROM PARTICIPATING IN DELIBERATIONS OR VOTING RELATED TO THE APPLICABLE TRANSACTION OR ARRANGEMENT. ARM REGULARLY MONITORS COMPLIANCE THROUGH ITS ANNUAL DISCLOSURE PROCESS AND ENFORCES ITS POLICY IN ACCORDANCE WITH THE PROCEDURES SET FORTH IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS EVALUATED USING MARKET DATA PREPARED BY AN INDEPENDENT OUTSIDE HUMAN RESOURCES CONSULTING FIRM THAT UTILIZES EXECUTIVE COMPENSATION SURVEYS. THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE COMPENSATION OF OTHER KEY EMPLOYEES IS ALSO BENCHMARKED BY THE SAME INDEPENDENT OUTSIDE HUMAN RESOURCES CONSULTING FIRM USING EXECUTIVE COMPENSATION SURVEY DATA. THEIR COMPENSATION IS REVIEWED AND APPROVED BY THE CEO. THIS PROCESS WAS LAST UNDERTAKEN IN 2025. 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 PUBLIC AFFAIRS US: PROGRAM SERVICE EXPENSES 901,286. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 901,286. PUBLIC AFFAIRS EUROPE: PROGRAM SERVICE EXPENSES 909,904. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 909,904. SCIENCE & INDUSTRY AFFAIRS: PROGRAM SERVICE EXPENSES 834,413. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 834,413. RETAINED CONSULTANTS: PROGRAM SERVICE EXPENSES 217,133. MANAGEMENT AND GENERAL EXPENSES 710,573. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 927,706. PROGRAMMATIC SUPPORT: PROGRAM SERVICE EXPENSES 205,552. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 205,552. BUSINESS DEVELOPMENT: PROGRAM SERVICE EXPENSES 96,449. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,449. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. ALLIANCE FOR REGENERATIVE MEDICINE PAC 28 LIBERTY SHIP WAY SUITE 2815 SAUSALITO CA 94965 472744359 POLITICAL ACTION COMMITTEE CA 527 ALLIANCE FOR REGENERATIVE MEDICINE 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0