UNIVERSITIES RESEARCH ASSOCIATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITIES RESEARCH ASSOCIATION INC (EIN 52-0816670)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-15
- IRS object ID
- 202232279349304203
- Schema version
- 2020v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-15T15:24:17-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520816670 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITIES RESEARCH ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2022931382 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 19TH STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MESTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2022931382 | PhoneNum |
| Signature | 2022-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | MESTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J ANDREW SMITH | PreparerPersonNm |
| PTIN | P00635175 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2022-08-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN MESTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 19TH STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,738,596 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.URA-HQ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO FACILITATE AND MANAGE LABORATORIES FOR RESEARCH AND EDUCATION IN SCIENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $540,096 | PYContributionsGrantsAmt |
| CY Contributions Grants | $74,218 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,035,292 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,273,819 | CYProgramServiceRevenueAmt |
| PY Investment Income | $293,083 | PYInvestmentIncomeAmt |
| CY Investment Income | $632,887 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $1,887 | CYOtherRevenueAmt |
| PY Total Revenue | $5,868,471 | PYTotalRevenueAmt |
| CY Total Revenue | $5,982,811 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $430,111 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $351,254 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,225,902 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,482,584 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,107,054 | PYOtherExpensesAmt |
| CY Other Expenses | $1,083,887 | CYOtherExpensesAmt |
| PY Total Expenses | $3,763,067 | PYTotalExpensesAmt |
| CY Total Expenses | $3,917,725 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,105,404 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,065,086 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,112,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,819,998 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,216,337 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,165,568 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,896,339 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,654,430 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNIVERSITIES RESEARCH ASSOCIATION INC. (URA) IS A NONPROFIT MEMBERSHIP CORPORATION ORGANIZED TO ENGAGE IN RESEARCH, DEVELOPMENT AND EDUCATION IN THE PHYSICAL AND BIOLOGICAL SCIENCES. THE MISSION OF URA IS TO ESTABLISH AND OPERATE IN THE NATIONAL INTEREST LABORATORIES AND FACILITIES FOR RESEARCH, DEVELOPMENT, AND EDUCATION IN THE PHYSICAL AND BIOLOGICAL SCIENCES TO EXPAND THE FRONTIERS OF KNOWLEDGE, FOSTER INNOVATION, AND PROMOTE THE EDUCATION OF FUTURE GENERATIONS OF SCIENTISTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,112,325 | ExpenseAmt |
| Grant | $16,777 | GrantAmt |
| Revenue | $3,936,525 | RevenueAmt |
| Desc | NTESS/SNL: URA WAS PART OF THE HONEYWELL PROPOSAL SUBMITTED BY ITS WHOLLY OWNED AFFILIATE, THE NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA LLC (NTESS), THAT LED TO THE CONTRACT AWARDED IN DECEMBER 2016 BY DOE/NNSA TO MANAGE AND OPERATE SANDIA NATIONAL LABORATORIES. A NTESS-URA SUBCONTRACT FOR ASSURING SCIENTIFIC EXCELLENCE, PROMOTING THE TALENT PIPELINE AND FACILITATING STRATEGIC ENGAGEMENT WITH ACADEMIA BECAME EFFECTIVE OCTOBER 31, 2018 AND WAS VALID THROUGH APRIL 30, 2022. THE SUBCONTRACT WAS EXTENDED FOR FIVE YEARS, OR THROUGH APRIL 30, 2027. THE NTESS-URA SUBCONTRACT IS A SIGNIFICANT EXPANSION OF URA'S PROGRAM, WHICH INCLUDES URA EMPLOYEES ONSITE AT SANDIA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $321,835 | ExpenseAmt |
| Grant | $239,051 | GrantAmt |
| Desc | URA VISITING SCHOLARS PROGRAM AWARDS: EFFECTIVE JANUARY 1, 2007, URA COMMITTED TO PROVIDE A MINIMUM OF $400,000 PER YEAR OVER FIVE YEARS TO SUPPORT MEMBER UNIVERSITY FACULTY AND STUDENTS TO PERFORM RESEARCH AT FERMILAB. IN 2012, 2016 AND AGAIN IN 2021, THE MEMBER INSTITUTIONS VOTED UNANIMOUSLY TO CONTINUE SUPPORT TO FERMILAB IN THE FORM OF THE VISITING SCHOLARS PROGRAM. THIS COMMITMENT IS FUNDED THROUGH A SERIES OF ANNUAL ASSESSMENTS OF $5,000 FROM EACH EXISTING URA MEMBER INSTITUTION, AND A ONE-TIME ASSESSMENT OF $10,000 FOR NEW MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $225,262 | ExpenseAmt |
| Revenue | $1,337,294 | RevenueAmt |
| Desc | FRA/FERMILAB: FROM THE LABORATORY'S ESTABLISHMENT THROUGH DECEMBER 31, 2006, URA WAS RESPONSIBLE FOR ORGANIZING, DESIGNING, CONSTRUCTING, AND OPERATING FERMI NATIONAL ACCELERATOR LABORATORY (FERMILAB) UNDER CONTRACTS WITH THE U.S DEPARTMENT OF ENERGY AND ITS PREDECESSOR AGENCIES. AS OF JANUARY 1, 2007 A NEW CONTRACT TO MANAGE AND OPERATE FERMILAB WAS AWARDED TO THE FERMI RESEARCH ALLIANCE, LLC, AN ILLINOIS 501(C)(3) LIMITED LIABILITY COMPANY. URA HAS A 50% OWNERSHIP IN THE FERMI RESEARCH ALLIANCE, LLC, THE PRIME CONTRACTOR FOR THE OPERATION OF FERMI NATIONAL ACCELERATOR LABORATORY (UNIVERSITY OF CHICAGO OWNS THE REMAINING 50%). URA RECEIVES 50% OF EARNINGS (AS NOTED IN THE PROGRAM REVENUE). AS SUCH, URA EMPLOYEES SPEND TIME MANAGING THIS RELATIONSHIP. AFTER AN INITIAL FIVE-YEAR BASE TERM, THE FERMILAB CONTRACT HAS BEEN EXTENDED BASED ON PERFORMANCE THROUGH DECEMBER 31, 2023. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $70,996 | $62,926 | PIERRE AUGER: URA PROVIDED DIRECT FINANCIAL SUPPORT TO THE PIERRE AUGER PROJECT THROUGH A GRANT FROM THE NATIONAL SCIENCE FOUNDATION. |
| $29,138 | URA SPONSORED A ROUNDTABLE IN OCTOBER 2020 AMONG A GROUP OF URA MEMBER UNIVERSITIES ON HOW TO STRENGTHEN THE ENGAGEMENT OF THE UNIVERSITY COMMUNITY WITH THE DOE NATIONAL LABORATORIES. THE ROUNDTABLE RESULTED IN A FORMAL REPORT THAT WAS ISSUED FEBRUARY 1, 2021, TO URA'S COUNCIL OF PRESIDENTS. | |
| $30,000 | $30,000 | URA AWARDS: URA ANNUALLY FUNDS THREE HONORARY COMPETITIVE AWARDS FOR WORK CONDUCTED AT FERMILAB OR IN COLLABORATION WITH FERMILAB SCIENTISTS BY OUTSTANDING YOUNG SCIENTISTS: ONE THAT HONORS THE MOST OUTSTANDING DOCTORAL THESIS, ONE FOR OUTSTANDING WORK CONDUCTED BY A POSTDOCTORAL RESEARCHER, AND ONE FOR OUTSTANDING WORK CONDUCTED BY AN EARLY CAREER RESEARCHER AT FERMILAB OR BENEFITING THE FERMILAB SCIENTIFIC PROGRAM. |
| $2,500 | $2,500 | AMERICAN PHYSICAL SOCIETY: FUNDS PROVIDED TO APS TO RECOGNIZE THE DOCTORAL THESIS RESEARCH OF OUTSTANDING QUALITY AND ACHIEVEMENT IN BEAM PHYSICS AND ENGINEERING. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $132,634 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $95,426 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,792,056 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 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 | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 58 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | NM | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA A RUBENSTEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022931382 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 19TH STREET NW SUITE 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ERIC BARRON | |||||||||
| EXECUTIVE CHAIR, BOARD OF TRUSTEES | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NORMAN R AUGUSTINE | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GENE BLOCK | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY FENVES | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM H JOYCE | |||||||||
| VICE CHAIR, BOARD OF TRUSTEES | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRIS PASTIDES | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK SCHLISSEL | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD J SWIFT | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE B WYATT | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID LEEBRON | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY SANDS | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN HOLLOWAY | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY BARISH | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY SUE COLEMAN | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTA CEHELSKY | |||||||||
| EXECUTIVE DIRECTOR | 38.00 | 2.00 | $510,179 | $0 | $31,328 | Yes (X) | |||
| TED WACKLER | |||||||||
| DEPUTY EXECUTIVE DIRECTOR | 38.00 | 2.00 | $298,389 | $0 | $67,410 | Yes (X) | |||
| MARTHA RUBENSTEIN | |||||||||
| CFO/TREASURER | 32.00 | 0.00 | $167,982 | $0 | $20,122 | Yes (X) | |||
| MARY EGGER | |||||||||
| CHIEF COUNSEL | 24.00 | 0.00 | $141,561 | $0 | $17,352 | Yes (X) | |||
| IAN ANDERSON | |||||||||
| DIRECTOR, USSO | 40.00 | 0.00 | $299,778 | $0 | $29,698 | Yes (X) | |||
| DAVETTA TRUJILLO | |||||||||
| USSO BUSINESS AND FINANCE MANAGER | 40.00 | 0.00 | $113,798 | $0 | $31,922 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,531,687 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $197,832 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SMITH SCIENCE STRATEGIES LLC | |||||
| 2840 HURST TER NW | WASHINGTON | DC | 20016 | PROGRAM CONSULTING SERVICES | $154,093 |
| MARCUM LLP | |||||
| 1899 L STREET NW SUITE 80 | WASHINGTON | DC | 20036 | FINANCIAL & HR CONSULTING SERVICES | $130,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $69,218 | GovernmentGrantsAmt |
| All Other Contributions | $5,000 | AllOtherContributionsAmt |
| Total Contributions | $74,218 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NTESS | 900099 | $3,936,525 | $3,936,525 |
| DISTRIBUTION FROM FRA | 900099 | $1,337,294 | $1,337,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,273,819 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $356,432 | TotalRevenueColumnAmt |
| Exclusion | $356,432 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,032,240 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,755,785 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $276,455 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $276,455 | TotalRevenueColumnAmt |
| Exclusion | $276,455 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,887 | TotalRevenueColumnAmt |
| Exclusion | $1,887 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,887 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,982,811 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,273,819 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $634,774 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,085 | TotalAmt |
| Program Services | $319,085 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,169 | TotalAmt |
| Program Services | $2,169 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,697,681 | TotalAmt |
| Program Services | $603,478 | ProgramServicesAmt |
| Management And General | $1,094,203 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,464 | TotalAmt |
| Program Services | $248,379 | ProgramServicesAmt |
| Management And General | $261,085 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,259 | TotalAmt |
| Program Services | $31,116 | ProgramServicesAmt |
| Management And General | $21,143 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,273 | TotalAmt |
| Program Services | $61,212 | ProgramServicesAmt |
| Management And General | $38,061 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,907 | TotalAmt |
| Program Services | $52,631 | ProgramServicesAmt |
| Management And General | $71,276 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829 | TotalAmt |
| Management And General | $829 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,023 | TotalAmt |
| Management And General | $142,023 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,168 | TotalAmt |
| Management And General | $19,168 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,771 | TotalAmt |
| Program Services | $283,297 | ProgramServicesAmt |
| Management And General | $218,474 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,894 | TotalAmt |
| Program Services | $11,283 | ProgramServicesAmt |
| Management And General | $16,611 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,273 | TotalAmt |
| Program Services | $33,690 | ProgramServicesAmt |
| Management And General | $26,583 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,690 | TotalAmt |
| Program Services | $79,515 | ProgramServicesAmt |
| Management And General | $162,175 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,682 | TotalAmt |
| Program Services | $2,734 | ProgramServicesAmt |
| Management And General | $7,948 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040 | TotalAmt |
| Management And General | $1,040 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,662 | TotalAmt |
| Program Services | $20,780 | ProgramServicesAmt |
| Management And General | $22,882 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,864 | TotalAmt |
| Program Services | $4,219 | ProgramServicesAmt |
| Management And General | $4,645 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| NON CAPITAL EQUIPMENT | $11,728 | $5,582 | $6,146 |
| COPIER LEASE | $6,846 | $2,252 | $4,594 |
| GIFTS AND CONTRIBUTIONS | $3,070 | $3,070 | |
| JOURNALS, PUBLICATIONS | $1,656 | $1,656 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,691 | TotalAmt |
| Program Services | $634 | ProgramServicesAmt |
| Management And General | $2,057 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,917,725 | TotalAmt |
| Program Services | $1,792,056 | ProgramServicesAmt |
| Management And General | $2,125,669 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,183,132 | BOYAmt |
| EOY | $2,014,374 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,996 | BOYAmt |
| EOY | $994,113 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,199 | BOYAmt |
| EOY | $41,996 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $517,650 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $345,598 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,164 | BOYAmt |
| EOY | $172,052 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,186,777 | BOYAmt |
| EOY | $15,186,618 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,082,635 | BOYAmt |
| EOY | $1,037,294 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,673 | BOYAmt |
| EOY | $373,451 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,112,676 | BOYAmt |
| EOY | $19,819,998 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,450 | BOYAmt |
| EOY | $456,691 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,318 | BOYAmt |
| EOY | $56,201 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,569 | BOYAmt |
| EOY | $652,676 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,216,337 | BOYAmt |
| EOY | $1,165,568 | 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 | $14,038,537 | BOYAmt |
| EOY | $18,054,584 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $857,802 | BOYAmt |
| EOY | $599,846 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,896,339 | BOYAmt |
| EOY | $18,654,430 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,112,676 | BOYAmt |
| EOY | $19,819,998 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,065,086 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,693,005 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | 0 | FederalGrantAuditRequiredInd |
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 | $1,405,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,000,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,305,006 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $540,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,218 | CurrentTaxYearAmt |
| Total | $9,325,246 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,405,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,000,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,305,006 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $540,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,218 | CurrentTaxYearAmt |
| Total | $9,325,246 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $9,325,246 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $211,189 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $298,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $313,232 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $375,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $356,432 | CurrentTaxYearAmt |
| Total | $1,554,001 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,887 | CurrentTaxYearAmt |
| Total | $2,218 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,881,465 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,978,014 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90320 | 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 D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $446,177 | OtherCostOrOtherBasisAmt |
| Depreciation | $290,177 | DepreciationAmt |
| Book Value | $156,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,473 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,421 | DepreciationAmt |
| Book Value | $16,052 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $172,052 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN FERMI RESEARCH ALLIANCE, LLC | Desc |
| Book Value | $1,037,294 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,037,294 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 403(B) LIABILITY | $14,402 |
| 457(B) LIABILITY | $307,327 |
| DEFERRED RENT | $314,832 |
| FSA WITHHOLDING LIABILITY | $355 |
| CAPITAL LEASE OBLIGATION | $15,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $652,676 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,713,463 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,693,005 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $56,815 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,749,820 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,963,643 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,168 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $19,168 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,982,811 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,955,372 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $56,815 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $56,815 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,898,557 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,168 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $19,168 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,917,725 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UNIVERSITIES RESEARCH ASSOCIATION, INC. (URA) HAS RECEIVED A LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) INDICATING THAT IT HAS BEEN RECOGNIZED BY THE IRS AT TAX-EXEMPT UNDER SECTION501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND, AS SUCH, EXCEPT FOR TAXES PERTINENT TO UNRELATED BUSINESS INCOME, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. URA HAS NO UNRELATED BUSINESS INCOME IN 2021 AND 2020. URA HAS ANALYZED ITS TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE TAXING AUTHORITIES. AS OF SEPTEMBER 30, 2021, IT BELIEVES THAT THE TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON ITS FINANCIAL POSITION, CHANGES IN NET ASSETS, OR CASH FLOWS. GENERALLY, URA'S TAX RETURNS REMAIN OPEN FOR FEDERAL AND STATE INCOME TAX EXAMINATION FOR THREE YEARS FROM THE DATE OF FILING. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| GEORGIA TECH RESEARCH CORPORATION | ||||||||
| P O BOX 100117 | ATLANTA | GA | 30384 | 580603146 | 501(C)(3) | $16,777 | RESEARCH | |
| ILLINOIS INSTITUTE OF TECHNOLOGY | ||||||||
| 3424 SOUTH STATE STREE TC-4TH FLOOR | CHICAGO | IL | 60616 | 362170136 | 501(C)(3) | $8,220 | RESEARCH | FLOOR |
| IOWA STATE UNIVERSITY | ||||||||
| 2221 WANDA DALEY DRIVE ADMINISTRATI | AMES | IA | 50011 | 426004224 | 501(C)(3) | $7,483 | RESEARCH | E SERVICES BLDG |
| NORTHERN ILLINOIS UNIVERSITY | ||||||||
| 1425 W LINCOLN HWY | DEKALB | IL | 60115 | 366086819 | 501(C)(3) | $15,000 | RESEARCH | |
| SYRACUSE UNIVERSITY | ||||||||
| 119 BOWNE HALL | SYRACUSE | NY | 13244 | 150532081 | 501(C)(3) | $31,447 | RESEARCH | |
| THE UNIVERSITY OF TENNESSEE | ||||||||
| BLOUNT HALL 1534 WHITE AVENUE | KNOXVILLE | TN | 37996 | 626001636 | 501(C)(3) | $39,822 | RESEARCH | |
| TUFTS UNIVERSITY | ||||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | 042103634 | 501(C)(3) | $15,000 | RESEARCH | |
| UNIVERSITY OF CALIFORNIA IRVINE | ||||||||
| PO BOX 6050 | IRVINE | CA | 92616 | 952226406 | 501(C)(3) | $12,558 | RESEARCH | |
| UNIVERSITY OF ILLINOIS | ||||||||
| GRANTS CONTRACTS 28392 NETWORK | CHICAGO | IL | 606731283 | 376000511 | 501(C)(3) | $7,470 | RESEARCH | PLACE |
| UNIVERSITY OF KENTUCKY | ||||||||
| 301 PETERSON SERVICE BUILDING | LEXINGTON | KY | 40506 | 311030245 | 501(C)(3) | $16,467 | RESEARCH | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | $7,530 | RESEARCH | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| SPA 836A GRACE HALL | NOTRE DAME | IN | 465565612 | 350868188 | 501(C)(3) | $12,695 | RESEARCH | |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| PO BOX 785541 | PHILADELPHIA | PA | 191785541 | 231352685 | 501(C)(3) | $9,999 | RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESEARCH AWARD | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $30,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | URA HAS COMPLETE MANAGERIAL CONTROL OVER THE COLLECTION OF VSP FUNDS AND THE DISPOSITION OF AWARDS FROM THOSE FUNDS. IN ORDER TO ACCOMPLISH THE AWARD PROCESS THE EXECUTIVE DIRECTOR SOLICITS SCIENTISTS FROM THE MEMBERSHIP TO SERVE ON THE PEER REVIEW COMMITTEE TO REVIEW RESEARCH PROPOSALS AND RECOMMEND AWARDS. DURING THOSE MEETINGS THE EXECUTIVE DIRECTOR IS AN ACTIVE PARTICIPANT, PROVIDES COMMENTARY AND ENFORCEMENT OF URA GUIDELINES, AND CAN INDICATE WHEN A POTENTIAL AWARD IS NOT IN KEEPING WITH THOSE GUIDELINES (INCLUDING MEMBERS IN QUESTIONABLE STANDING WHO MAY BE BEHIND ON ASSESSMENTS). IN PROVIDING PROGRESS PAYMENTS FOR THE VSP AWARDS, URA PROVIDES THE AWARDED INSTITUTIONS WITH A COPY OF THE AWARD DOCUMENT (INDICATING THE APPROVED AMOUNT BY LINE ITEM CATEGORY AND THE AWARD PERIOD). PROGRESS PAYMENTS ARE MADE TO THE INSTITUTION, NOT THE PRINCIPAL INVESTIGATOR. THE INSTITUTIONAL BILLING COMES THROUGH THEIR OFFICE OF GRANTS AND CONTRACTS AND IS CERTIFIED, BY SIGNATURE, THAT THE BILLING IS APPROPRIATE, WITHIN THE SCOPE OF THE AWARD AND ITS BUDGETED PURPOSES, AND HAS BEEN DULY EXPENDED). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARTA CEHELSKY | ||||||||||||||
| EXECUTIVE DIRECTOR | $510,179 | $0 | $0 | $0 | $0 | $0 | $28,500 | $0 | $2,828 | $0 | $541,507 | $0 | $0 | $0 |
| TED WACKLER | ||||||||||||||
| DEPUTY EXECUTIVE DIRECTOR | $298,389 | $0 | $0 | $0 | $0 | $0 | $28,500 | $0 | $38,910 | $0 | $365,799 | $0 | $0 | $0 |
| IAN ANDERSON | ||||||||||||||
| DIRECTOR, USSO | $299,778 | $0 | $0 | $0 | $0 | $0 | $28,500 | $0 | $1,198 | $0 | $329,476 | $0 | $0 | $0 |
| MARTHA RUBENSTEIN | ||||||||||||||
| CFO/TREASURER | $167,982 | $0 | $0 | $0 | $0 | $0 | $16,793 | $0 | $3,329 | $0 | $188,104 | $0 | $0 | $0 |
| MARY EGGER | ||||||||||||||
| CHIEF COUNSEL | $141,561 | $0 | $0 | $0 | $0 | $0 | $14,151 | $0 | $3,201 | $0 | $158,913 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS 90 INSTITUTIONAL UNIVERSITY MEMBERS, EACH REPRESENTED IN THE COUNCIL OF PRESIDENTS (COP) BY THE UNIVERSITY PRESIDENT OR CHANCELLOR. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH MEMBER OF THE COP HAS ONE VOTE. THE COP ELECTS MEMBERS OF THE BOARD OF TRUSTEES BY THE MAJORITY OF VOTES CAST. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE COP MAY DISAPPROVE ANY ASSESSMENTS FIXED BY THE BOARD OF TRUSTEES; ELECT NEW MEMBER UNIVERSITIES NOMINATED BY THE BOARD; AND APPROVE ANY AMENDMENTS TO THE BYLAWS PROPOSED BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT AND ITS EXTERNAL ACCOUNTANTS REVIEW THE 990. THEN THE AUDIT COMMITTEE ASSUMES THE PRINCIPAL RESPONSIBILITY FOR REVIEWING THE 990 ON BEHALF OF THE BOARD OF TRUSTEES. THE BOARD RECEIVES A COPY PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ADDITION TO THE ANNUAL ACKNOWLEDGEMENT OF THE CONFLICT OF INTEREST POLICY AND DISCLOSURE OF ANY CONFLICTS, ALL OFFICERS AND TRUSTEES ARE UNDER A CONTINUING AND AFFIRMATIVE OBLIGATION TO DISCLOSE ANY CONFLICTS THAT MAY COME UP DURING THE YEAR. TRUSTEES AND MEMBERS OF COMMITTEES REPORT ANY CONFLICTS TO THE BOARD AND GENERAL COUNSEL, AND OTHER OFFICERS REPORT ANY CONFLICTS TO THE EXECUTIVE DIRECTOR AND GENERAL COUNSEL. THE BOARD RESOLVES ISSUES AMONG BOARD AND COMMITTEE MEMBERS IN CONSULTATION WITH THE GENERAL COUNSEL AND EXECUTIVE DIRECTOR, AND THE EXECUTIVE DIRECTOR RESOLVES ISSUES INVOLVING OTHER OFFICERS IN CONSULTATION WITH THE GENERAL COUNSEL. RECUSAL FROM ANY CONFLICTED MATTER IS THE PRACTICE. THE URA EMPLOYEE MANUAL ALSO CONTAINS A CONFLICT OF INTEREST POLICY COVERING ALL EMPLOYEES, AND IT DESCRIBES THE PROCESS FOR DISCLOSURE TO THE EXECUTIVE DIRECTOR AND RESOLUTION OF ANY CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION SURVEYS PUBLISHED BY INDEPENDENT THIRD-PARTY ORGANIZATIONS AND SALARY INFORMATION FROM FILED 990 REPORTS OF COMPARABLE ORGANIZATIONS' EXECUTIVE OFFICER ARE COLLECTED EACH YEAR BY THE GENERAL COUNSEL AND PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD WHICH MAKES A RECOMMENDATION TO THE FULL BOARD FOR ITS APPROVAL. PERIODICALLY, MOST RECENTLY IN 2016, URA CONTRACTS WITH AN INDEPENDENT ENTITY TO COLLECT AND PROVIDE COMPARABLE COMPENSATION DATA. THE EXECUTIVE COMMITTEE AND BOARD CONDUCT THEIR DISCUSSION AND DECISION-MAKING WITH MEMBERS ONLY. COMMITTEE AND BOARD MINUTES AND A MEMORANDUM FROM THE EXECUTIVE CHAIR DOCUMENT THIS PROCESS AND DECISION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | HUMAN RESOURCE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 28,947. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,947. OTHER CONSULTING FEES: PROGRAM SERVICE EXPENSES 283,297. MANAGEMENT AND GENERAL EXPENSES 189,527. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 472,824. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FERMI RESEARCH ALLIANCE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 500 | AddressLine1Txt |
| City | BATAVIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571239010 | EIN |
| Primary Activities | RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | 0 | 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 | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FERMI RESEARCH ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $1,337,294 | InvolvedAmt |
| Method Of Amount Determination | NET REALIZABLE VALUE | MethodOfAmountDeterminationTxt |