UI LABS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UI LABS (EIN 80-0926174)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-24
- IRS object ID
- 202422689349301142
- Schema version
- 2023v5.1
- 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 I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-24T15:26:11-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3434 GRANITE CIRCLE | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 436171160 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800926174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UI LABS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UILA | BusinessNameControlTxt |
| Phone | 3122816900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 N CHERRY AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60642 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERARDINO BARATTA | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3122816900 | PhoneNum |
| Signature | 2024-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CIMINELLO | PreparerPersonNm |
| PTIN | P00796388 | PTIN |
| Phone | 4198436000 | PhoneNum |
| Preparation | 2024-08-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MXD USA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BERARDINO BARATTA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 N CHERRY AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,669,379 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | MXDUSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | UI LABS DBA MXD USA (MXD), WHICH IS DEFINED AS "MANUFACTURING TIMES DIGITAL" IS (CONTINUED ON SCH O) A CHICAGO-BASED RESEARCH AND COMMERCIALIZATION COLLABORATIVE, ADVANCING ECONOMIC PROSPERITY AND NATIONAL SECURITY BY STRENGTHENING UNITED STATES MANUFACTURING COMPETITIVENESS THROUGH TECHNOLOGY INNOVATION, WORKFORCE DEVELOPMENT, AND CYBERSECURITY PREPAREDNESS. IN PARTNERSHIP WITH THE DEPARTMENT OF DEFENSE (DOD), MXD CONVENES AN ECOSYSTEM TO SOLVE CRITICAL MANUFACTURING CHALLENGES BY ACCELERATING DIGITAL ADOPTION, EMPOWERING A SKILLED WORKFORCE, AND MODERNIZING SUPPLY CHAINS. MXD IS ALSO THE NATIONAL CENTER FOR CYBERSECURITY IN MANUFACTURING AS DESIGNATED BY THE DOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 92 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $19,158 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $17,658 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,672,644 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,824,113 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,076,777 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,780,166 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,442 | PYInvestmentIncomeAmt |
| CY Investment Income | $316,735 | CYInvestmentIncomeAmt |
| PY Other Revenue | $889,540 | PYOtherRevenueAmt |
| CY Other Revenue | $747,804 | CYOtherRevenueAmt |
| PY Total Revenue | $26,654,403 | PYTotalRevenueAmt |
| CY Total Revenue | $24,668,818 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,504,147 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,407,101 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,155,766 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,311,430 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,715,876 | PYOtherExpensesAmt |
| CY Other Expenses | $10,154,179 | CYOtherExpensesAmt |
| PY Total Expenses | $28,375,789 | PYTotalExpensesAmt |
| CY Total Expenses | $29,872,710 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,721,386 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,203,892 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,841,561 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,301,524 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,695,380 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,694,572 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,146,181 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,606,952 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UI LABS INC PRINCIPAL PURPOSES INCLUDE THE FOLLOWING:1. PRINCIPALLY, TO ACTIVELY AND CONTINUOUSLY DIRECT IN THE CONDUCT OF SCIENTIFIC RESEARCH AND TECHNOLOGY RESEARCH AND TECHNOLOGY DEVELOPMENT IN CONJUNCTION WITH ONE OR MORE ACADEMIC (CONTINUED ON SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,600,307 | ExpenseAmt |
| Grant | $9,407,101 | GrantAmt |
| Revenue | $2,780,166 | RevenueAmt |
| Desc | UI LABS DBA MXD USA (MXD), WHICH IS DEFINED AS "MANUFACTURING TIMES DIGITAL", IS A CHICAGO-BASED RESEARCH AND COMMERCIALIZATION COLLABORATIVE, ADVANCING ECONOMIC PROSPERITY AND NATIONAL SECURITY BY STRENGTHENING UNITED STATES MANUFACTURING COMPETITIVENESS THROUGH TECHNOLOGY INNOVATION, WORKFORCE DEVELOPMENT, AND CYBERSECURITY PREPAREDNESS. IN PARTNERSHIP WITH THE DEPARTMENT OF DEFENSE (DOD), MXD CONVENES AN ECOSYSTEM TO SOLVE CRITICAL MANUFACTURING CHALLENGES BY ACCELERATING DIGITAL ADOPTION, EMPOWERING A SKILLED WORKFORCE, AND MODERNIZING SUPPLY CHAINS. MXD IS ALSO THE NATIONAL CENTER FOR CYBERSECURITY IN MANUFACTURING AS DESIGNATED BY THE DOD. | Desc |
| Total Program Service Expenses | $25,600,307 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 92 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERARDINO BARATTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122816900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 N CHERRY AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60642 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| BILLY BARDIN | ||||||||
| CO-CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE KATHERINE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY HEMMELGARN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY ISBISTER | ||||||||
| CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SHIRISH PAREEK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY WALSH | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JACKY WRIGHT | ||||||||
| DIRECTOR (THROUGH 1/15/2023) | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CARROLL THOMAS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN KUSNIEREK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY NEIDIG | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JOCELYN SENG | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| BERARDINO BARATTA | ||||||||
| CEO | 50.00 | $419,795 | $0 | $13,170 | Yes (X) | |||
| JESSICA JUOZAPAVICH | ||||||||
| VP, FINANCE & BUSINESS OPERATIONS | 50.00 | $377,136 | $0 | $8,968 | Yes (X) | |||
| FEDERICO SCIAMMARELLA | ||||||||
| CTO | 50.00 | $353,838 | $0 | $9,878 | Yes (X) | |||
| ELIZABETH STUCK | ||||||||
| VP, WORKFORCE DEVELOPMENT | 50.00 | $224,912 | $0 | $8,159 | Yes (X) | |||
| MATTHEW TAYLOR | ||||||||
| VP, PROJECTS & ENGINEERING | 50.00 | $213,461 | $0 | $500 | Yes (X) | |||
| JENNIFER PILAT | ||||||||
| VP, STRATEGY & ENGAGEMENT (THROUGH 5/26/23) | 50.00 | $206,369 | $0 | $3,907 | Yes (X) | |||
| JELA TRASK | ||||||||
| VP, MEMBERSHIP & EXTERNAL RELATIONS | 50.00 | $203,690 | $0 | $7,675 | Yes (X) | |||
| ANTHONY PAPKE | ||||||||
| DIRECTOR, BUSINESS DEVELOPMENT | 50.00 | $294,698 | $0 | $12,718 | Yes (X) | |||
| ANTONIO DELSESTO | ||||||||
| TECHNICAL FELLOW | 50.00 | $241,503 | $0 | $8,884 | Yes (X) | |||
| PAUL PIERSON | ||||||||
| SR. DIRECTOR, ENGINEERING | 50.00 | $210,715 | $0 | $8,534 | Yes (X) | |||
| ALYSSA SULLIVAN | ||||||||
| SR. DIRECTOR, STRATEGIC COMMUNICATIONS | 50.00 | $204,555 | $0 | $7,287 | Yes (X) | |||
| ROBIN MUNDEN | ||||||||
| GENERAL COUNSEL | 50.00 | $195,304 | $0 | $6,495 | Yes (X) | |||
| CHANDRA BROWN | ||||||||
| FORMER CEO | 0.00 | $35,828 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,181,804 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $96,175 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MHARRIS LLC | |||||
| 2109 W GRACE STREET | CHICAGO | IL | 60618 | CONTENT DEVELOPMENT | $501,875 |
| MANPOWERGROUP PUB | |||||
| 6400 ARLINGTON BLVD SUITE 300 | FALLS CHURCH | VA | 22042 | WORKFORCE DEVELOPMENT | $322,950 |
| ERNST & YOUNG US LLP | |||||
| 200 PLAZA DRIVE STE 2222 | SECAUCUS | NJ | 07094 | PROGRAM STRATEGY CONSULTING | $281,238 |
| APCO WORLDWIDE LLC | |||||
| 1299 PENNSYLVANIA AVE NW SUITE 300 | WASHINGTON | DC | 20004 | COMMUNICATIONS & OUTREACH | $256,023 |
| LEWIS-BURKE ASSOCIATES LLC | |||||
| 440 1ST STEET NW | WASHINGTON | DC | 20001 | PROGRAM STRATEGY CONSULTING | $202,538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $20,130,366 | GovernmentGrantsAmt |
| All Other Contributions | $693,747 | AllOtherContributionsAmt |
| Noncash Contributions | $693,747 | NoncashContributionsAmt |
| Total Contributions | $20,824,113 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,780,166 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,780,166 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,780,166 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $317,296 | TotalRevenueColumnAmt |
| Exclusion | $317,296 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $728,646 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $728,646 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $728,646 | TotalRevenueColumnAmt |
| Exclusion | $728,646 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $561 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$561 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$561 | TotalRevenueColumnAmt |
| Exclusion | -$561 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMISSIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $19,158 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $19,158 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,158 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,668,818 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,780,166 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $19,158 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,045,381 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,407,101 | TotalAmt |
| Program Services | $9,407,101 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,061,404 | TotalAmt |
| Program Services | $1,555,822 | ProgramServicesAmt |
| Management And General | $505,582 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,889,035 | TotalAmt |
| Program Services | $5,171,168 | ProgramServicesAmt |
| Management And General | $1,717,867 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,542 | TotalAmt |
| Program Services | $140,776 | ProgramServicesAmt |
| Management And General | $46,766 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $706,671 | TotalAmt |
| Program Services | $530,454 | ProgramServicesAmt |
| Management And General | $176,217 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,778 | TotalAmt |
| Program Services | $350,381 | ProgramServicesAmt |
| Management And General | $116,397 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,627 | TotalAmt |
| Program Services | $22,838 | ProgramServicesAmt |
| Management And General | $45,789 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,295 | TotalAmt |
| Program Services | $88,136 | ProgramServicesAmt |
| Management And General | $86,159 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,588 | TotalAmt |
| Program Services | $38,588 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,905,981 | TotalAmt |
| Program Services | $2,530,342 | ProgramServicesAmt |
| Management And General | $375,639 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,706 | TotalAmt |
| Program Services | $1,190 | ProgramServicesAmt |
| Management And General | $25,516 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,332,528 | TotalAmt |
| Program Services | $2,975,080 | ProgramServicesAmt |
| Management And General | $357,448 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,725 | TotalAmt |
| Program Services | $277,313 | ProgramServicesAmt |
| Management And General | $84,412 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,991,201 | TotalAmt |
| Program Services | $1,898,317 | ProgramServicesAmt |
| Management And General | $92,884 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,235 | TotalAmt |
| Management And General | $142,235 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| NON-GRANT REIMBURSABLES | $533,143 | $344,966 | $188,177 |
| COMMUNICATION & OUTREAC | $318,208 | $256,795 | $61,413 |
| BANKING, REGISTRATION, | $232,137 | $5,650 | $226,487 |
| MEMBERSHIP DUES | $28,805 | $5,390 | $23,415 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,872,710 | TotalAmt |
| Program Services | $25,600,307 | ProgramServicesAmt |
| Management And General | $4,272,403 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $661 | BOYAmt |
| EOY | $1,788 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,487,884 | BOYAmt |
| EOY | $10,480,531 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,114,894 | BOYAmt |
| EOY | $10,220,363 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,616 | BOYAmt |
| EOY | $543,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $105,098,933 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $101,873,122 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,475,547 | BOYAmt |
| EOY | $3,225,811 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,433,959 | BOYAmt |
| EOY | $13,829,976 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,841,561 | BOYAmt |
| EOY | $38,301,524 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,792,434 | BOYAmt |
| EOY | $3,900,250 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,996,566 | BOYAmt |
| EOY | $4,387,560 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,906,380 | BOYAmt |
| EOY | $14,406,762 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,695,380 | BOYAmt |
| EOY | $22,694,572 | 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 | $20,947,281 | BOYAmt |
| EOY | $14,961,919 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,900 | BOYAmt |
| EOY | $645,033 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,146,181 | BOYAmt |
| EOY | $15,606,952 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,841,561 | BOYAmt |
| EOY | $38,301,524 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,203,892 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | -$335,337 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | 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 | $9,550,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,994,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,041,405 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,672,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,824,113 | CurrentTaxYearAmt |
| Total | $81,082,644 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,550,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,994,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,041,405 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,672,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,824,113 | CurrentTaxYearAmt |
| Total | $81,082,644 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $81,082,644 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $590,612 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $291,934 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $337,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $890,788 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,045,942 | CurrentTaxYearAmt |
| Total | $3,157,137 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,716 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,568 | CurrentTaxYearAmt |
| Total | $50,287 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,655 | CurrentTaxYearMinus3YearsAmt |
| Total | $20,707 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $84,310,775 | TotalSupportAmt |
| Public Support CY170 | 0.96170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96710 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $38,588 | PoliticalExpendituresAmt |
| Volunteer Hours | 725 | VolunteerHoursCnt |
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $38,588 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $38,588 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I-A, LINE 1: | UI LABS INC ENGAGED THE SERVICES OF A THIRD-PARTY CONSULTANT TO LOBBY ON ITS BEHALF ON VARIOUS MATTERS RELEVANT TO ITS TAX-EXEMPT MISSION. |
| PART II-B, LINE 1: | MEETINGS AND CONVERSATIONS WITH LEGISLATORS, BOTH STATE AND FEDERAL. |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,338,727 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,400,807 | DepreciationAmt |
| Book Value | $1,937,920 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,176,893 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,587,498 | DepreciationAmt |
| Book Value | $589,395 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,583,313 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,884,817 | DepreciationAmt |
| Book Value | $698,496 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,225,811 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONTRIBUTED SOFTWARE | $765,033 |
| RIGHT OF USE ASSETS | $13,064,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,829,976 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $14,406,762 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,406,762 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $25,276,595 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $607,777 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $607,777 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,668,818 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,668,818 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,815,824 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $943,114 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $943,114 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,872,710 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,872,710 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (37 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|---|
| ANARK CORPORATION | |||||||||
| 3005 CENTER GREEN DR SUITE 225 | BOULDER | CO | 80301 | 232765994 | $92,800 | $0 | RESEARCH AND DEVELOPMENT | ||
| ARIS TECHNOLOGY | |||||||||
| 241 OSWALT AVE | BATAVIA | IL | 60510 | 461403806 | $855,470 | $0 | RESEARCH AND DEVELOPMENT | ||
| AT&T | |||||||||
| 208 S AKARD ST | DALLAS | TX | 75202 | 134942471 | $342,006 | $0 | RESEARCH AND DEVELOPMENT | ||
| AUBURN UNIVERSITY | |||||||||
| 208 M WHITE SMITH HALL 381 MELL | AUBURN UNIVERSITY | AL | 36849 | 636000724 | $85,094 | $0 | RESEARCH AND DEVELOPMENT | STREET | 501C3 |
| BETACOM | |||||||||
| 9331 EAST FOWLER AVE | THONOTOSASSA | FL | 33592 | 650255494 | $44,812 | $0 | RESEARCH AND DEVELOPMENT | ||
| CDW GOVERNMENT LLC | |||||||||
| 230 N MILWAUKEE AVE | VERNON HILLS | IL | 60061 | 364230110 | $708,669 | $0 | RESEARCH AND DEVELOPMENT | ||
| CONCEPT SYSTEMS INC | |||||||||
| 1957 FESCUE ST SE | ALBANY | OR | 97322 | 931291675 | $317,868 | $0 | RESEARCH AND DEVELOPMENT | ||
| CUESTA PARTNERS INC | |||||||||
| 159 N SANGAMON ST STE 200 | CHICAGO | IL | 60607 | 842994451 | $36,758 | $0 | RESEARCH AND DEVELOPMENT | ||
| ERNST & YOUNG US LLP | |||||||||
| 200 PLAZA DR STE 2222 | SECAUCUS | NJ | 07094 | 346565596 | $895,822 | $0 | RESEARCH AND DEVELOPMENT | ||
| FAST LANE | |||||||||
| PO BOX 2168 | CARY | NC | 27512 | 061746660 | $29,178 | $0 | RESEARCH AND DEVELOPMENT | ||
| FAST RADIUS INC | |||||||||
| 20700 CIVIC CENTER DR SUITE 430 | SOUTHFIELD | MI | 48076 | 921201751 | $46,078 | $0 | RESEARCH AND DEVELOPMENT | ||
| H2L SOLUTIONS INC | |||||||||
| 2227 DRAKE AVE SW BUILDING 3 SUITE | HUNTSVILLE | AL | 35805 | 465396622 | $167,605 | $0 | RESEARCH AND DEVELOPMENT | A | |
| HEXAGON MANUFACTURING INTELLIGENCE INC | |||||||||
| 250 CIRCUIT DR | NORTH KINGSTOWN | RI | 02852 | 061614575 | $50,271 | $0 | RESEARCH AND DEVELOPMENT | ||
| INNOVATION MACHINE | |||||||||
| 119 S FREMONT AVE | PINEDALE | WY | 82941 | 862120150 | $48,000 | $0 | RESEARCH AND DEVELOPMENT | ||
| INTERNATIONAL TECHNEGROUP INC | |||||||||
| 5303 DUPONT CIRCLE | MILFORD | OH | 45150 | 311123451 | $166,665 | $0 | RESEARCH AND DEVELOPMENT | ||
| IOWA STATE UNIVERSITY | |||||||||
| 2221 WANDA DALEY DR 1560 | AMES | IA | 50011 | 426004224 | $59,056 | $0 | RESEARCH AND DEVELOPMENT | ADMINISTRATIVE SERVICES BUILDING | 501C3 |
| MBC TECHNOLOGY GROUP | |||||||||
| 2800 EUCLID AVE SUITE 603 | CLEVELAND | OH | 44015 | 611906903 | $130,398 | $0 | RESEARCH AND DEVELOPMENT | ||
| MICHIGAN TECHNOLOGICAL UNIVERSITY | |||||||||
| 1400 TOWNSEND DR | HOUGHTON | MI | 49931 | 386005955 | $35,002 | $0 | RESEARCH AND DEVELOPMENT | 501C3 | |
| MISSISSIPPI STATE UNIVERSITY | |||||||||
| PO BOX 5307 | MISSISSIPPI STATE | MS | 39762 | 646000819 | $58,291 | $0 | RESEARCH AND DEVELOPMENT | 501C3 | |
| NORTHERN ILLINOIS UNIVERSITY | |||||||||
| ACCOUNTING OFFICE LOWDEN HALL 201 | DEKALB | IL | 60115 | 366008480 | $67,954 | $0 | RESEARCH AND DEVELOPMENT | 501C3 | |
| OPEX SYSTEMS LLC | |||||||||
| 3306 GREENCASTLE CHASE NE | MARIETTA | GA | 30062 | 800795224 | $249,961 | $0 | RESEARCH AND DEVELOPMENT | ||
| OREGON STATE UNIVERSITY | |||||||||
| PO BOX 1086 | CORVALLIS | OR | 97339 | 611730890 | $277,921 | $0 | RESEARCH AND DEVELOPMENT | 501C3 | |
| PENNSYLVANIA STATE UNIVERSITY | |||||||||
| 408 OLD MAIN | UNIVERSITY PARK | PA | 16802 | 246000376 | $46,409 | $0 | RESEARCH AND DEVELOPMENT | 501C3 | |
| PRODUCT DEVELOPMENT & ANALYSIS LLC | |||||||||
| 1776 LEGACY CIR SUITE 115 | NAPERVILLE | IL | 60563 | 364121041 | $121,105 | $0 | RESEARCH AND DEVELOPMENT | ||
| QUESTEK INNOVATIONS LLC | |||||||||
| 1820 RIDGE AVE | EVANSTON | IL | 60201 | 364116425 | $78,332 | $0 | RESEARCH AND DEVELOPMENT | ||
| RAYTHEON TECHNOLOGIES CORP | |||||||||
| PO BOX 7000 | GREENVILLE | TX | 75403 | 060570975 | $204,236 | $0 | RESEARCH AND DEVELOPMENT | ||
| REALCISO INC | |||||||||
| 22 BIRCH BRUSH RD | SHREWSBURY | MA | 01545 | 852781126 | $75,000 | $0 | RESEARCH AND DEVELOPMENT | ||
| ROCHESTER INSTITUTE OF TECH | |||||||||
| 1 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | 160743140 | $58,857 | $0 | RESEARCH AND DEVELOPMENT | 501C3 | |
| SIEMENS CORP | |||||||||
| 300 NEW JERSEY AVE NW STE 1000 | WASHINGTON | DC | 20001 | 132623356 | $413,283 | $0 | RESEARCH AND DEVELOPMENT | ||
| SIMBA CHAIN INC | |||||||||
| 510 W ADAMS ST SUITE 45 | PLYMOUTH | IN | 46563 | 823384877 | $1,302,019 | $0 | RESEARCH AND DEVELOPMENT | ||
| SOFTWARE AG GOVERNMENT SOLUTIONS | |||||||||
| 12950 WORLDGATE DR SUITE 300 | HERNDON | VA | 20170 | 542022582 | $1,278,312 | $0 | RESEARCH AND DEVELOPMENT | ||
| SUPPLY DYNAMICS INC | |||||||||
| 6279 TRI RIDGE BLVD STE 310 | LOVELAND | OH | 45140 | 320093812 | $55,395 | $0 | RESEARCH AND DEVELOPMENT | ||
| THE BOEING COMPANY | |||||||||
| 100 N RIVERSIDE | CHICAGO | IL | 60606 | 910425694 | $107,690 | $0 | RESEARCH AND DEVELOPMENT | ||
| UNIV OF TENNESSEE KNOX | |||||||||
| 201 ANDY HOLT TOWER | KNOXVILLE | TN | 37996 | 626001636 | $22,985 | $0 | RESEARCH AND DEVELOPMENT | 501C3 | |
| UNIVERSITY OF CINCINNATI | |||||||||
| 51 GOODMAN SUITE 500 MAIL STOP | CINCINNATI | OH | 45221 | 316000989 | $219,223 | $0 | RESEARCH AND DEVELOPMENT | 210641 | 501C3 |
| UNIVERSITY OF DAYTON | |||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | 310536715 | $120,384 | $0 | RESEARCH AND DEVELOPMENT | 501C3 | |
| WAYNE STATE UNIVERSITY | |||||||||
| 5700 CASS AVE SUITE 4100 AAB | DETROIT | MI | 48202 | 386028429 | $542,338 | $0 | RESEARCH AND DEVELOPMENT | 501C3 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
| Total Other Org | 37 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BERARDINO BARATTA | ||||||||||||||
| CEO | $271,383 | $0 | $125,929 | $0 | $22,483 | $0 | $13,170 | $0 | $0 | $0 | $432,965 | $0 | $0 | $0 |
| JESSICA JUOZAPAVICH | ||||||||||||||
| VP, FINANCE & BUSINESS OPERATIONS | $237,637 | $0 | $117,308 | $0 | $22,191 | $0 | $8,968 | $0 | $0 | $0 | $386,104 | $0 | $0 | $0 |
| FEDERICO SCIAMMARELLA | ||||||||||||||
| CTO | $238,633 | $0 | $84,056 | $0 | $31,149 | $0 | $9,878 | $0 | $0 | $0 | $363,716 | $0 | $0 | $0 |
| ANTHONY PAPKE | ||||||||||||||
| DIRECTOR, BUSINESS DEVELOPMENT | $158,149 | $0 | $114,159 | $0 | $22,390 | $0 | $12,218 | $0 | $500 | $0 | $307,416 | $0 | $0 | $0 |
| ANTONIO DELSESTO | ||||||||||||||
| TECHNICAL FELLOW | $185,036 | $0 | $26,847 | $0 | $29,620 | $0 | $8,884 | $0 | $0 | $0 | $250,387 | $0 | $0 | $0 |
| ELIZABETH STUCK | ||||||||||||||
| VP, WORKFORCE DEVELOPMENT | $171,710 | $0 | $29,721 | $0 | $23,481 | $0 | $8,159 | $0 | $0 | $0 | $233,071 | $0 | $0 | $0 |
| PAUL PIERSON | ||||||||||||||
| SR. DIRECTOR, ENGINEERING | $175,126 | $0 | $23,422 | $0 | $12,167 | $0 | $8,034 | $0 | $500 | $0 | $219,249 | $0 | $0 | $0 |
| MATTHEW TAYLOR | ||||||||||||||
| VP, PROJECTS & ENGINEERING | $209,183 | $0 | $2,725 | $0 | $1,553 | $0 | $0 | $0 | $500 | $0 | $213,961 | $0 | $0 | $0 |
| ALYSSA SULLIVAN | ||||||||||||||
| SR. DIRECTOR, STRATEGIC COMMUNICATIO | $161,818 | $0 | $22,386 | $0 | $20,351 | $0 | $7,287 | $0 | $0 | $0 | $211,842 | $0 | $0 | $0 |
| JELA TRASK | ||||||||||||||
| VP, MEMBERSHIP & EXTERNAL RELATIONS | $158,996 | $0 | $13,305 | $0 | $31,389 | $0 | $7,675 | $0 | $0 | $0 | $211,365 | $0 | $0 | $0 |
| JENNIFER PILAT | ||||||||||||||
| VP, STRATEGY & ENGAGEMENT (THROUGH 5 | $85,882 | $0 | $34,312 | $0 | $86,175 | $0 | $3,907 | $0 | $0 | $0 | $210,276 | $0 | $0 | $0 |
| ROBIN MUNDEN | ||||||||||||||
| GENERAL COUNSEL | $159,284 | $0 | $23,134 | $0 | $12,886 | $0 | $6,495 | $0 | $0 | $0 | $201,799 | $0 | $0 | $0 |
| CHANDRA BROWN | ||||||||||||||
| FORMER CEO | $0 | $0 | $35,828 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $35,828 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | CHANDRA BROWN, CEO & SECRETARY (THROUGH 6/30/2022) FINAL SEVERANCE PAYMENT - $35,828 |
| PART I, LINE 7 | EMPLOYEES AT UI LABS HAVE THE OPPORTUNITY TO EARN AN ANNUAL PERFORMANCE BONUS. AT THE END OF EACH YEAR, UI LABS' LEADERSHIP TEAM REVIEWS ORGANIZATIONAL AND EMPLOYEE PERFORMANCE GOALS AND PUTS FORTH A RECOMMENDATION FOR PERFORMANCE BONUSES. RECOMMENDATIONS ARE REVIEWED BY THE COMPENSATION COMMITTEE AND ALL BONUSES FOR KEY EMPLOYEES ARE APPROVED BY THE COMPENSATION COMMITTEE AND THE BOARD OF DIRECTORS. APPROVAL FOR PERFORMANCE BONUSES ARE GRANTED DURING THE FIRST QUARTER OF THE SUBSEQUENT YEAR. IN ADDITION TO THE PERFORMANCE BONUSES PAID ABOVE, UI LABS WILL PERIODICALLY RECOGNIZE EMPLOYEE PERFORMANCE WITH SPOT BONUSES THROUGHOUT THE YEAR. PERFORMANCE-BASED BONUSES EXCEEDING 5% OF BASE SALARY REQUIRE APPROVAL BY THE UI LABS' CEO. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | BETACOM SOFTWARE & EQUIPMENT | 1 | $401,000 | FMV |
| Yes (X) | XM PRO SOFTWARE | 1 | $173,250 | FMV |
| Yes (X) | PTC SOFTWARE | 1 | $119,497 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | RESEARCH INSTITUTIONS WITHIN THE MEANING OF 170(B)(1)(A)(III) OF THE CODE; 2. TO PROMOTE, CONDUCT AND ENHANCE INTERDISCIPLINARY RESEARCH AT THE INTERSECTION OF COMPUTING, INFORMATIONAL SCIENCES, ENGINEERING, LIFE SCIENCES, CREATIVITY, AND INNOVATION AT AND IN CONJUNCTION WITH MANUFACTURERS, TECHNOLOGY COMPANIES, AND ACADEMIC RESEARCH INSTITUTIONS; 3. TO PROVIDE THE CHICAGOLAND AND ILLINOIS COMMUNITY, AS WELL AS PARTNERS AND GUESTS FROM ACROSS THE UNITED STATES, FACILITIES, RESOURCES AND EDUCATIONAL OPPORTUNITIES IN ADVANCED MANUFACTURING, CYBERSECURITY, AND 4. TO SERVE THE NATIONAL MANUFACTURING COMMUNITY BY FOSTERING WORKFORCE DEVELOPMENT, ENTREPRENEURIAL ACTIVITIES, CIVIC ENGAGEMENT AND OUTREACH FOCUSED ON THE APPLICATIONS IN (3);5. TO FACILITATE PRACTICAL APPLICATION OF DISCOVERIES ARISING OUT OF ITS RESEARCH, DEVELOPMENT, AND DEMONSTRATION THROUGH PUBLIC-PRIVATE PARTNERSHIPS WITH FOR-PROFIT BUSINESS ENTITIES AND OTHER NON-PROFIT INSTITUTIONS; AND 6. TO ENGAGE IN ANY OTHER LAWFUL ACTIVITIES IN FURTHERANCE OF THE ABOVE PURPOSES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE IRS FORM 990 IS PREPARED BY AN EXTERNAL PUBLIC ACCOUNTING FIRM. INTERNAL MEMBERS OF FINANCE PROVIDE THE FIRM ALL INFORMATION AND THEN REVIEW THE DRAFT PRIOR TO DISSEMINATION TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE THEN REVIEWS THE DRAFT, AND PRIOR TO FILING, IT IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. EACH MEMBER OF THE BOARD COMPLETES AND SIGNS A FORM INDICATING THEIR RECEIPT AND REVIEW OF THE 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | UI LABS INC ISSUES TO ITS BOARD MEMBERS, OFFICERS, MANAGEMENT, AND STAFF THE CORPORATION'S CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. ALL BOARD MEMBERS, OFFICERS, MANAGEMENT, AND STAFF MUST ACKNOWLEDGE THEIR AGREEMENT TO COMPLY WITH THE CONFLICT OF INTEREST POLICY THROUGH SIGNATURE. ALL CONFLICTS OF INTEREST DISCLOSED WILL BE REVIEWED BY THE CHAIR. IF FURTHER ACTION NEEDS TO BE TAKEN, THE ISSUE IS BROUGHT BEFORE THE BOARD OF DIRECTORS. IF A POTENTIAL CONFLICT WITH A SPECIFIC POTENTIAL TRANSACTION APPEARS, UI LABS INC WILL CALL A SPECIAL MEETING OF THE BOARD OF DIRECTORS WHERE A DETERMINATION WILL BE MADE WHETHER TO PROCEED WITH THE TRANSACTION. ANY RELATED PERSON WILL NOT BE PRESENT OR PARTICIPATE IN DELIBERATIONS, DISCUSSIONS OR VOTE IN CONNECTION WITH THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND THE SENIOR LEADERSHIP TEAM IS DETERMINED BY THE BOARD OF DIRECTORS OF THE COMPANY AFTER REVIEW, APPROVAL AND RECOMMENDATION OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, AS FOLLOWS: COMPENSATION COMMITTEE PURPOSE: THE COMPENSATION COMMITTEE OF UI LABS INC IS CHARGED WITH THE RESPONSIBILITY TO (1) RECOMMEND TO THE FULL BOARD ON AN ANNUAL BASIS THE APPROPRIATE COMPENSATION FOR THE UI LABS INC'S CHIEF EXECUTIVE OFFICER (CEO) AND SENIOR LEADERSHIP TEAM (SLT), AND (2) REVIEW AND APPROVE MANAGEMENT INCENTIVE COMPENSATION POLICIES AND PROGRAMS. THE COMPENSATION COMMITTEE IS CREATED BY A BOARD RESOLUTION, AND ITS COMPOSITION SHALL BE REVIEWED ANNUALLY AND APPROVED BY THE FULL BOARD. MEMBERSHIP: THE COMMITTEE SHALL BE COMPOSED OF AT LEAST THREE (3) MEMBERS WHO ARE INDEPENDENT OF AND NOT COMPENSATED BY UI LABS INC. IF THE CHAIR OF THE UI LABS INC BOARD IS NOT A MEMBER, THE CHAIR MAY ATTEND MEETINGS OF THE COMMITTEE AND VOTE ON COMMITTEE ACTIONS. NO MEMBER OF THE COMPENSATION COMMITTEE WILL BE A STAFF MEMBER, THE RELATIVE OF A STAFF MEMBER, OR HAVE ANY RELATIONSHIP WITH STAFF THAT COULD PRESENT A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS MAY BE MADE AVAILABLE ONLY UPON REQUEST AND WITH THE APPROVAL OF THE ORGANIZATION. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |