ASSOCIATED UNIVERSITIES INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATED UNIVERSITIES INC (EIN 11-1630900)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-15
- IRS object ID
- 202402289349303835
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-15T16:48:47-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4650 EAST 53RD STREET | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 528073479 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111630900 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATED UNIVERSITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 2024621676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 PARK TOWER DRIVE SUITE 700 | AddressLine1Txt |
| City | VIENNA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK MACKEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2024621676 | PhoneNum |
| Signature | 2024-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENIFER L CHASE | PreparerPersonNm |
| PTIN | P01306883 | PTIN |
| Phone | 5638884000 | PhoneNum |
| Preparation | 2024-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ADAM COHEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 PARK TOWER DRIVE SUITE 700 | AddressLine1Txt |
| City | VIENNA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $151,706,016 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AUI.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | COLLABORATES WITH SCIENTIFIC COMMUNITY & RESEARCH SPONSORS TO PLAN, BUILD & OPERATE CUTTING-EDGE FACILITIES. WE CULTIVATE EXCELLENCE, DELIVER VALUE, ENHANCE EDUCATION & ENGAGE PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 696 | TotalEmployeeCnt |
| Total Volunteers | 48 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $116,039,812 | PYContributionsGrantsAmt |
| CY Contributions Grants | $129,017,167 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,977,677 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,015,675 | CYProgramServiceRevenueAmt |
| PY Investment Income | $522,830 | PYInvestmentIncomeAmt |
| CY Investment Income | -$265,091 | CYInvestmentIncomeAmt |
| PY Other Revenue | $613,326 | PYOtherRevenueAmt |
| CY Other Revenue | $442,657 | CYOtherRevenueAmt |
| PY Total Revenue | $122,153,645 | PYTotalRevenueAmt |
| CY Total Revenue | $134,210,408 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,846,770 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,053,128 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $82,240,591 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $92,846,373 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $40,118,120 | PYOtherExpensesAmt |
| CY Other Expenses | $39,223,622 | CYOtherExpensesAmt |
| PY Total Expenses | $125,205,481 | PYTotalExpensesAmt |
| CY Total Expenses | $136,123,123 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,051,836 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,912,715 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,906,569 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,500,246 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,514,720 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $63,802,081 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,391,849 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,698,165 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ASSOCIATED UNIVERSITIES INC (AUI) COLLABORATES WITH THE SCIENTIFIC COMMUNITY AND RESEARCH SPONSORS TO PLAN, BUILD, AND OPERATE CUTTING-EDGE FACILITIES. WE CULTIVATE EXCELLENCE, DELIVER VALUE, ENHANCE EDUCATION, AND ENGAGE THE PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $115,039,432 | ExpenseAmt |
| Grant | $4,053,128 | GrantAmt |
| Revenue | $5,015,675 | RevenueAmt |
| Desc | ASTRONOMY AND ASTROPHYSICS RESEARCH PROGRAMS: ASSOCIATED UNIVERSITIES INC OPERATES A COMPLEMENTARY SUITE OF POWERFUL, STATE OF THE ART RADIO TELESCOPES FOR RESEARCH CONDUCTED BY THE INTERNATIONAL SCIENTIFIC COMMUNITY. THE SUITE OF TELESCOPES INCLUDE: THE ATACAMA LARGE MILLIMETER/SUBMILLIMTER ARRAY, THE ROBERT C. BYRD GREEN BANK TELESCOPE, EXPANDED VERY LARGE ARRAY, AND THE VERY LARGE BASELINE ARRAY. THE ORGANIZATION ALSO PROVIDES FORMAL AND INFORMAL PROGRAMS GENERAL PUBLIC AND THE MEDIA. | Desc |
| Total Program Service Expenses | $115,039,432 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 230 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 696 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CI | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK MACKEY CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024621676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 PARK TOWER DRIVE SUITE 700 | AddressLine1Txt |
| City | VIENNA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22180 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ADAM COHEN | |||||||||
| PRESIDENT, COO, VP, TRUSTEE | 40.00 | 0.00 | Yes (X) | Yes (X) | $482,302 | $0 | $62,594 | ||
| RACHEL AKESON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEAN W CURRIE | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA MORALES ERRAZURIZ | |||||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN FLANAGAN | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GABRIELA GONZALEZ | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM C HARRIS | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID HELFAND | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY JG HEY | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK KLOTZ | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK KONTOS | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY MARX | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROB NABORS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DERRECK H PITTS | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN SCHMOLL | |||||||||
| TRSUTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MEG URRY | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC M WILCOTS | |||||||||
| TRUSTEE | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE D WILSON | |||||||||
| CHAIR | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WISE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LUTHER LAU | |||||||||
| CFO/TREASURER (THRU 5/23) | 40.00 | 0.00 | Yes (X) | $331,162 | $0 | $59,466 | |||
| WESLEY HILLIS | |||||||||
| SECRETARY/ASSISTANT TREASURER | 40.00 | 0.00 | Yes (X) | $130,318 | $0 | $19,704 | |||
| MARK MACKEY | |||||||||
| CFO/TREASURER (BEG 5/23) | 40.00 | 0.00 | Yes (X) | $3,846 | $0 | $200 | |||
| ANTHONY BEASLEY | |||||||||
| DIRECTOR | 40.00 | 0.00 | $412,202 | $0 | $64,945 | Yes (X) | |||
| SEAN DOUGHERTY | |||||||||
| ALMA DIRECTOR | 40.00 | 0.00 | $287,607 | $0 | $39,118 | Yes (X) | |||
| PHILLIP JEWELL | |||||||||
| DEPUTY DIRECTOR | 40.00 | 0.00 | $232,985 | $0 | $46,344 | Yes (X) | |||
| MARK MCKINNON | |||||||||
| ASSISTANT DIRECTOR NM OPSI (THRU 10/22) | 40.00 | 0.00 | $178,138 | $0 | $37,240 | Yes (X) | |||
| STEVEN GEIGER | |||||||||
| ASSOCIATE DIRECTOR ADMIN (THRU 5/23) | 40.00 | 0.00 | $208,997 | $0 | $31,776 | Yes (X) | |||
| PATRICIA HENNING | |||||||||
| ASSISTANT DIRECTOR NM OPSI | 40.00 | 0.00 | $220,945 | $0 | $30,728 | Yes (X) | |||
| LAURA LOCKLEDGE | |||||||||
| ASSISTANT DIRECTOR | 40.00 | 0.00 | $172,410 | $0 | $32,846 | Yes (X) | |||
| DAVID CURREN | |||||||||
| GRANT AND CONTRACT ADMIN OFFICER | 40.00 | 0.00 | $201,842 | $0 | $30,249 | Yes (X) | |||
| STUART CORDER | |||||||||
| ASSOC SCIENTIST/A-DPTY DIR JAO | 40.00 | 0.00 | $215,412 | $0 | $29,061 | Yes (X) | |||
| BERT HAWKINS | |||||||||
| ASSISTANT DIRECTOR | 40.00 | 0.00 | $204,836 | $0 | $32,135 | Yes (X) | |||
| KEVIN DORAN | |||||||||
| DIRECTOR EDU POL & SOCIAL SCI. | 40.00 | 0.00 | $218,834 | $0 | $32,437 | Yes (X) | |||
| SEAN MAYBEE | |||||||||
| DEPUTY DIRECTOR CYBERSECURITY | 40.00 | 0.00 | $195,778 | $0 | $24,590 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,697,614 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $573,433 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 199 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| MTEX ANTENNA TECHNOLOGY | ||||||||||
| BERTA-CRAMER-RING 32A | WIESBADEN | GERMANY | GM | 65205 | ANTENNA PROTOTYPE | $3,003,731 | ||||
| RAYTHEON TECHNOLOGIES INC | ||||||||||
| RADAR DESIGN | $1,853,578 | 2000EAST EL SEGUNDO BLVD | EL SEGUNDO | CA | 90245 | |||||
| TOPTEN TECHNOLOGIES INC | ||||||||||
| CUARTO CENTENARIO NO548 | LAS CONDES SANTIAGO | CHILE | CI | 7550000 | SUBCONTRACTOR CONSTRUCTION | $1,507,386 | ||||
| KEYSIGHT TECHNOLOGIES INC | ||||||||||
| CALIBRATION AGREEMENT | $1,015,133 | 1900 GARDEN OF THE GODS ROAD | COLORADO SPRING | CO | 08907 | |||||
| VENABLE LLP | ||||||||||
| LEGAL SERVICES | $530,877 | 750 E PRATT STREET SUITE 900 | BALTIMORE | MD | 21202 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 30 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $128,272,972 | GovernmentGrantsAmt |
| All Other Contributions | $744,195 | AllOtherContributionsAmt |
| Total Contributions | $129,017,167 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAFE, GUESTHOUSE, GIFTSHOP, TELES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,015,675 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,015,675 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,015,675 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $343,451 | TotalRevenueColumnAmt |
| Exclusion | $343,451 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $442,657 | TotalRevenueColumnAmt |
| Exclusion | $442,657 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,887,066 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,495,608 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$608,542 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$608,542 | TotalRevenueColumnAmt |
| Exclusion | -$608,542 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,210,408 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,015,675 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $177,566 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,053,128 | TotalAmt |
| Program Services | $4,053,128 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,652,904 | TotalAmt |
| Program Services | $2,153,123 | ProgramServicesAmt |
| Management And General | $1,499,781 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,135,209 | TotalAmt |
| Program Services | $54,679,541 | ProgramServicesAmt |
| Management And General | $12,455,668 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,964,184 | TotalAmt |
| Program Services | $4,032,319 | ProgramServicesAmt |
| Management And General | $931,865 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,973,460 | TotalAmt |
| Program Services | $10,729,088 | ProgramServicesAmt |
| Management And General | $2,244,372 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,120,616 | TotalAmt |
| Program Services | $3,083,395 | ProgramServicesAmt |
| Management And General | $1,037,221 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,329 | TotalAmt |
| Program Services | $226,101 | ProgramServicesAmt |
| Management And General | $125,228 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,525 | TotalAmt |
| Management And General | $171,525 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,731 | TotalAmt |
| Management And General | $286,731 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,268 | TotalAmt |
| Management And General | $49,268 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,299,337 | TotalAmt |
| Program Services | $4,075,889 | ProgramServicesAmt |
| Management And General | $1,223,448 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,711 | TotalAmt |
| Program Services | $2,250 | ProgramServicesAmt |
| Management And General | $2,461 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,344 | TotalAmt |
| Program Services | $276,729 | ProgramServicesAmt |
| Management And General | $36,615 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,426,374 | TotalAmt |
| Program Services | $3,327,446 | ProgramServicesAmt |
| Management And General | $98,928 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,074 | TotalAmt |
| Program Services | $294,074 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,492,653 | TotalAmt |
| Program Services | $2,053,500 | ProgramServicesAmt |
| Management And General | $439,153 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,776,404 | TotalAmt |
| Program Services | $4,659,354 | ProgramServicesAmt |
| Management And General | $117,050 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,143,155 | TotalAmt |
| Program Services | $1,086,670 | ProgramServicesAmt |
| Management And General | $56,485 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,408 | TotalAmt |
| Program Services | $359,033 | ProgramServicesAmt |
| Management And General | $35,375 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,950 | TotalAmt |
| Program Services | $124,354 | ProgramServicesAmt |
| Management And General | $497,596 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EQUIP/BLDG/LEASEHOLD | $12,800,732 | $12,783,339 | $17,393 |
| UTIL/FUEL/CONSUM?COMMUN | $5,825,358 | $5,803,707 | $21,651 |
| FREIGHT/POSTAGE | $367,681 | $358,241 | $9,440 |
| MEMBERSHIP PUBLICATIONS | $144,427 | $142,803 | $1,624 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,161 | TotalAmt |
| Program Services | $735,348 | ProgramServicesAmt |
| Management And General | -$275,187 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,123,123 | TotalAmt |
| Program Services | $115,039,432 | ProgramServicesAmt |
| Management And General | $21,083,691 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,673,604 | BOYAmt |
| EOY | $5,769,745 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,721,148 | BOYAmt |
| EOY | $34,355,495 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $790,730 | BOYAmt |
| EOY | $763,320 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,499,142 | BOYAmt |
| EOY | $1,975,153 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,315,102 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,090,484 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,375,027 | BOYAmt |
| EOY | $1,224,618 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,846,918 | BOYAmt |
| EOY | $12,098,438 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $11,313,477 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,906,569 | BOYAmt |
| EOY | $67,500,246 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,645,741 | BOYAmt |
| EOY | $25,381,604 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,605,229 | BOYAmt |
| EOY | $6,036,507 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,574,171 | BOYAmt |
| EOY | $2,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,689,579 | BOYAmt |
| EOY | $29,883,970 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,514,720 | BOYAmt |
| EOY | $63,802,081 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,378,420 | BOYAmt |
| EOY | $3,419,293 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,429 | BOYAmt |
| EOY | $278,872 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,391,849 | BOYAmt |
| EOY | $3,698,165 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,906,569 | BOYAmt |
| EOY | $67,500,246 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,912,715 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,315,845 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$96,814 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,073,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,074,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,777,002 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116,039,812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,017,167 | CurrentTaxYearAmt |
| Total | $556,981,958 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,073,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,074,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,777,002 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116,039,812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,017,167 | CurrentTaxYearAmt |
| Total | $556,981,958 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $556,981,958 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $659,321 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $671,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $691,695 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $879,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $786,108 | CurrentTaxYearAmt |
| Total | $3,688,011 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $560,669,969 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $23,491,107 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $286,731 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $286,731 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $135,836,392 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $136,123,123 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $128,113 | CurrentYearMinus3Amt |
| Current Year Minus2 | $354,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $450,000 | CurrentYearMinus1Amt |
| Current Year | $286,731 | CurrentYearAmt |
| Total | $1,218,844 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,501,503 | OtherCostOrOtherBasisAmt |
| Depreciation | $897,052 | DepreciationAmt |
| Book Value | $604,451 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,252,114 | OtherCostOrOtherBasisAmt |
| Depreciation | $830,309 | DepreciationAmt |
| Book Value | $421,805 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $561,485 | OtherCostOrOtherBasisAmt |
| Depreciation | $363,123 | DepreciationAmt |
| Book Value | $198,362 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,224,618 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE LEASE ASSET | Desc |
| Book Value | $11,313,477 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,313,477 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| POSTRETIREMENT BENEFITS | $17,722,625 |
| LEASE LIABILITIES | $11,860,345 |
| TRUSTEES SCHOLARSHIP PAYABLE | $301,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,883,970 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $135,380,171 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,315,845 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$96,814 | OtherRevenueAmt |
| Revenue Not Reported | $1,219,031 | RevenueNotReportedAmt |
| Revenue Subtotal | $134,161,140 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $49,268 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $49,268 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $134,210,408 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $136,073,855 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $136,073,855 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $49,268 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $49,268 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $136,123,123 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ASSOCIATED UNIVERSITIES INC (AUI) IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. AUI HAD NO UNRELATED BUSINESS ACTIVITIES DURING THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022. MANAGEMENT BELIEVES THAT AUI HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. AUI WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS -96,814. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SOUTH AMERICA | RegionTxt |
| Offices | 3 | OfficesCnt |
| Employee | 256 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | MANAGEMENT AND OPERATION OF ATACAMA LARGE MILLIMETER/SUBMILLIMETER ARRAY (ALMA) | SpecificServicesProvidedTxt |
| Region Total Expenditures | $17,685,372 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 256 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 256 | TotalEmployeeCnt |
| Subtotal Spent | $17,685,372 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $17,685,372 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (17 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ACEAP-ANGI | 5 | $3,163 |
| AUI NAC SCHOLARSHIP | 3 | $15,000 |
| AUI TRUSTEE SCHOLARSHIP | 38 | $266,250 |
| BARRY BLUMBERG SYMPOSIUM | 12 | $82,274 |
| HAM RADIO IN CONTEXT (LVS) | 29 | $39,131 |
| HEISING-SIMONS | 20 | $17,438 |
| JANSKY FELLOWS | 9 | $848,482 |
| NATIONAL AND INTERNATIONAL EXCHANGE PROGRAM (NINE) | 3 | $20,520 |
| NATIONAL ASTRONOMY CONSORTIUM (NAC) | 23 | $56,357 |
| NEREID CONFERENCE 2023 | 21 | $22,187 |
| PROJECT RADIAL (AF) | 8 | $17,438 |
| STEM PROGRAMS | 42 | $210,382 |
| STEM THROUGH PODCASTS | 16 | $8,000 |
| STUDENT OBSERVING SUPPORT | 110 | $1,826,238 |
| SUMMER STUDENT RESEARCH ASSISTANT PROGRAM | 108 | $609,700 |
| WIDE BAND DIGITAL TECHNOLOGY | 7 | $7,335 |
| WV SEIENCE PUBLIC OUTREACH TEAM (SPOT) | 9 | $3,233 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ASSOCIATED UNIVERSITIES INC (AUI) STAFF ENGAGES STUDENTS IN SCIENTIFIC RESEARCH THROUGH THE SUMMER STUDENT RESEARCH ASSISTANTSHIP PROGRAM AND HAS CONDUCTED THE PROGRAM SINCE 1959. EACH SUMMER STUDENTS CONDUCT RESEARCH UNDER THE SUPERVISION OF AN AUI STAFF MEMBER AT ONE OF THE THREE AUI NORTH AMERICAN RESEARCH CENTERS. SUPERVISORS CHOOSE THE CANDIDATES FROM APPLICATIONS RECEIVED AND MONITOR THE RESEARCH CONDUCTED OVER THE 10-12 WEEK PERIOD EACH SUMMER. QUALIFYING STUDENTS ARE PAID A FIXED STIPEND PER WEEK. THE FISCAL DEPARTMENT PROCESSES STIPEND PAYMENTS BASED ON SUPERVISOR APPROVED PAY ORDERS. THE ASSOCIATED UNIVERSITIES INC (AUI) TRUSTEE SCHOLARSHIPS ARE AVAILABLE TO DEPENDENTS OF AUI EMPLOYEES WHO ARE FULL-TIME OR ELIGIBLE PART-TIME EMPLOYEES EMPLOYED AS OF OCTOBER 1 OR EARLIER OF THE APPLICATION YEAR, RETIRED AUI EMPLOYEES OR DECEASED AUI EMPLOYEES WHO PASSED WHILE IN REGULAR SERVICE TO THE ORGANIZATION. AUI TRUSTEE SCHOLARSHIPS ARE AWARDED TO THE HIGH SCHOOL SENIORS WITH A MINIMUM 2.5 GPA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADAM COHEN | ||||||||||||||
| PRESIDENT, COO, VP, TRUSTEE | $451,536 | $0 | $13,000 | $0 | $17,766 | $0 | $30,500 | $0 | $32,094 | $0 | $544,896 | $0 | $0 | $0 |
| ANTHONY BEASLEY | ||||||||||||||
| DIRECTOR | $399,480 | $0 | $310 | $0 | $12,412 | $0 | $30,500 | $0 | $34,445 | $0 | $477,147 | $0 | $0 | $0 |
| LUTHER LAU | ||||||||||||||
| CFO/TREASURER (THRU 5/23) | $317,497 | $0 | $9,000 | $0 | $4,665 | $0 | $30,500 | $0 | $28,966 | $0 | $390,628 | $0 | $0 | $0 |
| SEAN DOUGHERTY | ||||||||||||||
| ALMA DIRECTOR | $217,984 | $0 | $0 | $0 | $69,623 | $0 | $22,575 | $0 | $16,543 | $0 | $326,725 | $0 | $0 | $0 |
| PHILLIP JEWELL | ||||||||||||||
| DEPUTY DIRECTOR | $229,298 | $0 | $2,000 | $0 | $1,687 | $0 | $23,929 | $0 | $22,415 | $0 | $279,329 | $0 | $0 | $0 |
| PATRICIA HENNING | ||||||||||||||
| ASSISTANT DIRECTOR NM OPSI | $214,034 | $0 | $0 | $0 | $6,911 | $0 | $21,412 | $0 | $9,316 | $0 | $251,673 | $0 | $0 | $0 |
| KEVIN DORAN | ||||||||||||||
| DIRECTOR EDU POL & SOCIAL SCI. | $218,530 | $0 | $0 | $0 | $304 | $0 | $21,853 | $0 | $10,584 | $0 | $251,271 | $0 | $0 | $0 |
| STUART CORDER | ||||||||||||||
| ASSOC SCIENTIST/A-DPTY DIR JAO | $144,757 | $0 | $0 | $0 | $70,655 | $0 | $15,187 | $0 | $13,874 | $0 | $244,473 | $0 | $0 | $0 |
| STEVEN GEIGER | ||||||||||||||
| ASSOCIATE DIRECTOR ADMIN (THRU 5/23) | $205,430 | $0 | $2,155 | $0 | $1,412 | $0 | $21,192 | $0 | $10,584 | $0 | $240,773 | $0 | $0 | $0 |
| BERT HAWKINS | ||||||||||||||
| ASSISTANT DIRECTOR | $201,482 | $0 | $2,000 | $0 | $1,354 | $0 | $20,148 | $0 | $11,987 | $0 | $236,971 | $0 | $0 | $0 |
| DAVID CURREN | ||||||||||||||
| GRANT AND CONTRACT ADMIN OFFICER | $199,420 | $0 | $2,000 | $0 | $422 | $0 | $20,038 | $0 | $10,211 | $0 | $232,091 | $0 | $0 | $0 |
| SEAN MAYBEE | ||||||||||||||
| DEPUTY DIRECTOR CYBERSECURITY | $159,438 | $0 | $0 | $0 | $36,340 | $0 | $16,015 | $0 | $8,575 | $0 | $220,368 | $0 | $0 | $0 |
| MARK MCKINNON | ||||||||||||||
| ASSISTANT DIRECTOR NM OPSI (THRU 10/ | $175,105 | $0 | $0 | $0 | $3,033 | $0 | $18,435 | $0 | $18,805 | $0 | $215,378 | $0 | $0 | $0 |
| LAURA LOCKLEDGE | ||||||||||||||
| ASSISTANT DIRECTOR | $169,261 | $0 | $2,000 | $0 | $1,149 | $0 | $17,566 | $0 | $15,280 | $0 | $205,256 | $0 | $0 | $0 |
| WESLEY HILLIS | ||||||||||||||
| SECRETARY/ASSISTANT TREASURER | $125,635 | $0 | $4,000 | $0 | $683 | $0 | $12,565 | $0 | $7,139 | $0 | $150,022 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - ASSOCIATED UNIVERSITIES INC PROVIDES SPECIAL TAXABLE PAYMENTS TO EMPLOYEES WHO DO NOT RECEIVE A 10% EMPLOYER RETIREMENT PLAN CONTRIBUTION, BECAUSE THEIR PLAN COMPENSATION EXCEEDS THE OBRA LIMIT AS SPECIFIED IN THE INTERNAL REVENUE CODE (IRC) 401 (A) 17. THE AMOUNT OF THE SPECIAL PAYMENT IS EQUIVALENT TO 10% OF THEIR BASE SALARY IN EXCESS OF THE OBRA LIMIT PLUS AN ALLOWANCE FOR INCOME TAXES. DURING 2022 THE PERSONS RECEIVING THESE SPECIAL PAYMENTS WERE TONY BEASLEY, ADAM COHEN AND LUTHER LAU. THESE AMOUNTS ARE INCLUDED IN REPORTABLE COMPENSATION IN FORM 990, PART VII AND SCHEDULE J, PART II. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | ASSOCIATED UNIVERSITIES INC (AUI) HAS ITS EXTERNAL AUDIT FIRM REVIEW THE DRAFT FORM 990 PRIOR TO SUBMITTING IT TO THE AUI AUDIT COMMITTEE FOR REVIEW. ON BEHALF OF THE AUI BOARD OF TRUSTEES, THE AUDIT COMMITTEE REVIEWS THE FORM 990 AND REPORTS THE FINDINGS OF ITS REVIEW TO THE FULL BOARD. THE FINAL DRAFT OF THE FORM 990 IS MADE AVAILABLE TO THE AUI BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE (IRS). |
| FORM 990, PART VI, SECTION B, LINE 12C | ASSOCIATED UNIVERSITIES INC HAS A CONFLICT OF INTEREST POLICY WHICH ADDRESSES FINANCIAL, RESEARCH, AND ORGANIZATIONAL DISCLOSURES DESIGNED TO ENSURE THAT TRUSTEES, OFFICERS, AND EMPLOYEES IDENTIFY SITUATIONS WHICH COMPROMISE, OR COULD GIVE THE APPEARANCE OF COMPROMISING, THEIR JUDGEMENT IN PERFORMING THEIR DUTIES. THE CONFLICT OF INTEREST POLICY REQUIRES TRUSTEES, OFFICERS AND KEY MANAGEMENT TO EXECUTE ANNUAL WRITTEN CONFLICT OF INTEREST CERTIFICATIONS FOR THEMSELVES AND CLOSE FAMILY MEMBERS. THESE WRITTEN CERTIFICATIONS ARE REVIEWED BY THE CORPORATE SECRETARY, AND IF REQUIRED, ADJUDICATED ACCORDING TO A WRITTEN PROCEDURE. CONFLICTS OF INTEREST PERTAINING TO NON-KEY EMPLOYEES ARE SUBJECT TO A SEPARATE IDENTIFICATION AND ADJUDICATION PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION LEVELS INVOLVING THE HIRING, PROMOTION, AND SALARY ADJUSTMENTS FOR THE ASSOCIATED UNIVERSITIES INC (AUI) PRESIDENT, OFFICERS, AND RESEARCH CENTER DIRECTORS ARE APPROVED BY AUI'S BOARD OF TRUSTEES BASED ON RECOMMENDATIONS FROM THE AUI PRESIDENT AND AUI COMPENSATION SUBCOMMITTEE. IN ALL CASES THE SALARY RECOMMENDATIONS ARE BASED ON ANNUAL PERFORMANCE EVALUATIONS OF THE EMPLOYEE BY THEIR SUPERVISOR. THE AUI PRESIDENT AND AUI COMPENSATION SUBCOMMITTEE REVIEW THIRD-PARTY COMPARABILITY DATA ON SALARIES AND BENEFITS PROVIDED BY SIMILAR NONPROFIT SCIENTIFIC RESEARCH ORGANIZATIONS. IN THE CASE OF THE AUI PRESIDENT (CEO), THE CHAIR OF THE AUI BOARD OF TRUSTEES, IN CONSULTATION WITH THE AUI EXECUTIVE COMMITTEE AND AUI COMPENSATION SUBCOMMITTEE, ANNUALLY REVIEWS THE PRESIDENT'S WRITTEN SELF-EVALUATION AND MAKES A RECOMMENDATION FOR A SALARY ADJUSTMENT TO THE BOARD FOR APPROVAL. IN THE CASE OF THE OFFICERS AND RESEARCH CENTER DIRECTORS, THE AUI PRESIDENT ANNUALLY REVIEWS THE PERFORMANCE OF EACH OFFICER AND RESEARCH CENTER DIRECTOR, WHICH IS BASED ON THE INDIVIDUAL'S SELF-EVALUATION. BASED ON THE PERFORMANCE APPRAISAL, THE AUI PRESIDENT, IN CONSULTATION WITH THE AUI COMPENSATION SUBCOMMITTEE, MAKES A RECOMMENDATION FOR SALARY ADJUSTMENTS TO THE AUI BOARD OF TRUSTEES. AFTER REVIEWING THE RECOMMENDATIONS, THE AUI BOARD OF TRUSTEES APPROVES SALARY ADJUSTMENTS FOR THE AUI PRESIDENT, OFFICERS, AND RESEARCH CENTER DIRECTORS, WHICH ARE RECORDED IN THE MINUTES. IN ADDITION, AFTER REVIEWING ALL COMPENSATION DECISIONS, THE AUI BOARD OF TRUSTEES DETERMINES THAT THE SALARIES AND BENEFITS TO BE RECEIVED BY THE PERSONS CURRENTLY HOLDING THESE POSITIONS ARE REASONABLE AND DO NOT CONSTITUTE EXCESSIVE BENEFIT TRANSACTIONS AS DEFINED BY SECTION 4958 OF THE INTERNAL REVENUE CODE (IRC). |
| FORM 990, PART VI, SECTION C, LINE 19 | ASSOCIATED UNIVERSITIES INC MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST |
| FORM 990, PART XI, LINE 9: | PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS -96,814. |
| FORM 990, PART XII, LINE 2C | THERE WERE NO CHANGES TO THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENTS AUDIT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ASSOC UNIV INC RETIREE BENEFIT TR | ||||||||||
| 2650 PARK TOWER DRIVE SUITE 700 | VIENNA | VA | 22180 | 526748287 | RETIREE BENEFITS | DC | 501(C)(3) | LINE 12A, I | ASSOCIATED UNIVERSITIES INC | Yes (1) |
| AUI LABS | ||||||||||
| 2650 PARK TOWER DRIVE SUTIE 700 | VIENNA | VA | 22108 | 371904234 | CYBERSECURITY - MANAGE RESEARCH, ANALYSIS AND ENGINEERING CENTERS. | DC | 501(C)(3) | LINE 7 | ASSOCIATED UNIVERSITIES INC | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |